MARSHALL INVESTMENT MANAGEMENT, LLC Q4 2024 Filing
Filed February 4, 2025
Portfolio Value
$169.7B
Holdings
135
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (135 positions)
| Stock | Value |
|---|---|
SPYVSPDR PORTFOLIO | $8.3M |
BRK/BBERKSHIRE HATHAWAY | $8.2M |
MSFTMICROSOFT CORP | $7.4M |
RDVYFIRST TRUST | $6.8M |
AIRRFIRST TRUST | $6.5M |
SPYSPDR S&P | $6.0M |
XMMOINVESCO S&P | $5.4M |
MFUSPIMCO EQUITY | $5.4M |
FAIFIRST TRUST | $5.4M |
IGPTINVESCO NEXT | $5.2M |
SOXQINVESCO PHLX | $5.2M |
FYCFIRST TRUST | $4.9M |
AAPLAPPLE INC | $4.9M |
RFGINVESCO S&P | $4.8M |
AMZNAMAZON COM | $4.6M |
IDHQINVESCO EXCHANGE | $4.1M |
IVZINVESCO EXCHANGE | $3.8M |
FPEIFIRST TRUST | $3.5M |
NVDANVIDIA CORP | $3.4M |
JPMJPMORGAN CHASE | $3.3M |
XOMEXXON MOBIL | $3.0M |
JHMLJOHN HANCOCK | $2.9M |
LLYELI LILLY | $2.9M |
FVDFIRST TRUST | $2.7M |
FTCSFIRST TRUST | $2.7M |
WMTWALMART INC | $2.6M |
METAMETA PLATFORMS | $2.6M |
GOOGALPHABET INC | $2.5M |
DUKDUKE ENERGY | $2.4M |
BACVERIZON COMMUNICATIONS | $2.3M |
XSMOINVESCO S&P | $2.2M |
QQEWFIRST TRUST | $2.2M |
CRWDCROWDSTRIKE HOLDINGS | $2.0M |
AMGNAMGEN INC | $1.9M |
SDVYFIRST TRUST | $1.5M |
FDLFIRST TRUST | $1.5M |
ARKTARK NEXT | $1.4M |
KIESPDR S&P | $1.4M |
BCCCGLOBAL X | $1.4M |
JNJJOHNSON & JOHNSON | $1.3M |
VOOVANGUARD S&P | $1.3M |
KBWPINVESCO EXCHANGE | $1.1M |
XLUSELECT UTILITIES | $1.1M |
FTXNFIRST TRUST | $1.0M |
PPAINVESCO AEROSPACE | $978K |
FNXFIRST TRUST | $881K |
XHBSPDR SERIES | $848K |
FIWFIRST TRUST | $784K |
LMTLOCKHEED MARTIN | $663K |
VUGVANGUARD GROWTH | $529K |
MPLXMPLX | $468K |
VOOVVANGUARD S&P | $456K |
WECWEC ENERGY | $422K |
RDVIFIRST TRUST | $378K |
FTHIFIRST TRUST | $345K |
TSMTAIWAN SEMICONDUCTOR | $345K |
FTQIFIRST TRUST | $338K |
PANWPALO ALTO | $300K |
BNDXVANGUARD TOTAL | $290K |
FMBFIRST TRUST | $282K |
OXYOCCIDENTAL PETROLEUM | $269K |
EMLPFIRST TRUST | $268K |
CVSCVS HEALTH | $233K |
GQ9SPDR GOLD | $222K |
VVISA INC | $203K |
VEAVANGUARD FTSE | $200K |
VOVANGUARD MID | $191K |
VBRVANGUARD SMALL | $183K |
NUMVNUVEEN ESG | $176K |
JHMMJOHN HANCOCK | $175K |
VMCVULCAN MATERIALS | $174K |
XLESECTOR ENERGY | $165K |
USBU S BANCORP DE | $165K |
RTXRTX CORP | $162K |
ARKKARK INNOVATION | $157K |
KOCOCA COLA COMPANY | $148K |
IVVISHARES CORE | $148K |
NOBLPROSHARES TRUST | $146K |
GSGOLDMAN SACHS | $138K |
LMBSFIRST TRUST | $131K |
4I1PHILIP MORRIS | $127K |
UPSUNITED PARCEL | $120K |
FLOTISHARES FLOATING | $117K |
XFEBFIRST TRUST | $102K |
CSCOCISCO SYSTEMS | $101K |
VOTVANGUARD MID | $90K |
VBKVANGUARD SMALL | $89K |
VCRBVANGUARD | $89K |
SYYSYSCO CORP | $87K |
DIVOAMPLIFY CWP | $85K |
NUMGNUVEEN ESG | $82K |
NDAQNASDAQ INC | $71K |
ORCLORACLE CORP | $70K |
COSTCOSTCO WHOLESALE | $70K |
MNKDMANNKIND CORP | $69K |
FCVTFIRST TRUST | $66K |
8CWCROWN CASTLE | $66K |
MUMICRON TECHNOLOGY INC | $63K |
BKHBLACK HILLS | $54K |
PHOINVESCO WATER | $53K |
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