MARSHALL INVESTMENT MANAGEMENT, LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$21.0B

Holdings

27

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (27 positions)

#StockSharesValue% PortfolioType
1
FAIFIRST TR EXCHANGE TRADED FD
37,278$2.2B10.50%
2
MSFTMICROSOFT CORP
4,334$2.2B10.24%
3
ARKTARK ETF TR
13,427$2.0B9.42%
4
FVDFIRST TR EXCHANGE-TRADED FD
42,535$1.9B9.03%
5
SPYSPDR S&P 500 ETF TR
2,995$1.9B8.79%
6
FTCSFIRST TR EXCHANGE-TRADED FD
18,290$1.7B7.90%
7
QQEWFIRST TR EXCHANGE-TRADED FD
7,897$1.1B5.12%
8
GQ9SPDR GOLD TR
3,341$1.0B4.84%
9
VOOVANGUARD INDEX FDS
1,709$970.6M4.61%
10
JHMMJOHN HANCOCK EXCHANGE TRADED
11,073$676.9M3.22%
11
AMZNAMAZON COM INC
2,526$554.2M2.63%
12
MPLXMPLX LP
10,528$542.3M2.58%
13
WECWEC ENERGY GROUP INC
4,372$455.6M2.16%
14
SOXQINVESCO EXCH TRADED FD TR II
10,174$444.2M2.11%
15
FFLGFIDELITY COVINGTON TRUST
16,570$440.3M2.09%
16
JPMJPMORGAN CHASE & CO.
1,441$417.8M1.98%
17
AAPLAPPLE INC
1,819$373.2M1.77%
18
SCHGSCHWAB STRATEGIC TR
12,237$357.4M1.70%
19
RDVYFIRST TR EXCHANGE TRADED FD
5,256$329.8M1.57%
20
CVSCVS HEALTH CORP
3,705$255.6M1.21%
21
FPEIFIRST TR EXCH TRADED FD III
12,570$238.7M1.13%
22
CGDGCAPITAL GROUP DIVIDEND VALUE
5,927$234.1M1.11%
23
MFUSPIMCO EQUITY SER
4,370$233.6M1.11%
24
FMDEFIDELITY COVINGTON TRUST
6,236$214.6M1.02%
25
CGCVCAPITAL GROUP CONSERVATIVE E
7,445$212.9M1.01%
26
GSGOLDMAN SACHS GROUP INC
283$200.6M0.95%
27
MNKDMANNKIND CORP
10,000$37.4M0.18%