Marshall Investment Management, LLC Purchases in Q1 2025

Marshall Investment Management, LLC

  • $161 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CQP
Cheniere Energy Partners, L.P.

Energy
240
New
$55.42 - $67.71 $13.3K - $16.3K
240 $15.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
169
New
$92.45 - $106.69 $15.6K - $18K
169 $15.7M
PEP
Pepsico Inc

Consumer Defensive
100
New
$142.64 - $156.42 $14.3K - $15.6K
100 $15M
IRDM
Iridium Communications Inc.

Communication Services
518
New
$26.87 - $32.66 $13.9K - $16.9K
518 $14.1M
CRAK
Vaneck ETF Tr Oil Refiners ETF

ETFs
480
New
$27.75 - $29.75 $13.3K - $14.3K
480 $13.8M
NSA
National Storage Affiliates Trust

Real Estate
349
New
$35.92 - $39.59 $12.5K - $13.8K
349 $13.8M
IYY
Ishares Tr

ETFs
95
New
$134.05 - $149.75 $12.7K - $14.2K
95 $12.9M
FNV
Franco Nevada Corp

Basic Materials
82
New
$120.72 - $157.56 $9.9K - $12.9K
82 $12.9M
RPAR
Tidal ETF Tr Rpar Risk Parity

ETFs
620
New
$18.44 - $19.83 $11.4K - $12.3K
620 $12.2M
NEE
Nextera Energy Inc

Utilities
161
New
$66.96 - $76.16 $10.8K - $12.3K
161 $11.4M
ARKQ
Ark Autonomous Technology & Ro

ETFs
100
+ 12.42%
$65.76 - $84.94 $6.58K - $8.49K
905 $60M
KHC
Kraft Heinz CO

Consumer Defensive
355
New
$28.51 - $32.22 $10.1K - $11.4K
355 $10.8M
XLC
Select Sector Spdr Tr Communic

ETFs
101
New
$94.84 - $105.31 $9.58K - $10.6K
101 $9.78M
FTQI
First Trust ETF Vi First Trust

ETFs
1.94K
+ 11.77%
$18.72 - $21.32 $36.4K - $41.4K
18.4K $348M
SMR
Nuscale Power Corp

Industrials
660
New
$14.16 - $29.08 $9.35K - $19.2K
660 $9.35M
SHEL
Shell PLC

Energy
122
New
$62.84 - $73.29 $7.67K - $8.94K
122 $8.91M
ARKG
Ark Genomic Revolution ETF (De

ETFs
414
New
$20.76 - $29.81 $8.59K - $12.3K
414 $8.6M
PEG
Public Service Enterprise Group Inc

Utilities
100
New
$78.2 - $90.39 $7.82K - $9.04K
100 $8.23M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
158
+ 6.9%
$50.87 - $51.09 $8.04K - $8.07K
2.45K $125M
GTLB
Gitlab Inc.

Technology
160
New
$47.0 - $73.14 $7.52K - $11.7K
160 $7.52M
ELMD
Electromed, Inc.

Healthcare
300
New
$23.34 - $35.47 $7K - $10.6K
300 $7.16M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
105
New
$60.44 - $69.57 $6.35K - $7.3K
105 $7M
EXAS
Exact Sciences Corp

Healthcare
150
New
$43.04 - $58.51 $6.46K - $8.78K
150 $6.49M
FTSL
First Trust Senior Ln Fund

ETFs
138
New
$45.65 - $46.48 $6.3K - $6.41K
138 $6.29M
XLU
Utilities Sector Spdr

ETFs
414
+ 3.01%
$74.7 - $80.27 $30.9K - $33.2K
14.1K $1.12B
APD
Air Products & Chemicals, Inc.

Basic Materials
20
New
$283.24 - $338.07 $5.66K - $6.76K
20 $5.9M
NYF
Ishares New York Muni Bond ETF

ETFs
112
New
$52.33 - $53.92 $5.86K - $6.04K
112 $5.9M
PRU
Prudential Financial Inc

Financial Services
49
New
$105.04 - $122.33 $5.15K - $5.99K
49 $5.47M
DIS
Walt Disney CO

Communication Services
50
New
$96.87 - $114.0 $4.84K - $5.7K
50 $4.94M
LPLA
Lpl Financial Holdings Inc.

Financial Services
15
New
$308.87 - $383.33 $4.63K - $5.75K
15 $4.91M
WCN
Waste Connections, Inc.

Industrials
25
New
$169.89 - $195.19 $4.25K - $4.88K
25 $4.88M
EPR
Epr Properties

Real Estate
88
New
$43.98 - $53.81 $3.87K - $4.74K
88 $4.63M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
New
$4295.4 - $5141.88 $4.3K - $5.14K
1 $4.61M
AUR
Aurora Innovation, Inc.

Technology
679
New
$6.1 - $10.19 $4.14K - $6.92K
679 $4.57M
BP
Bp PLC

Energy
129
New
$29.93 - $35.31 $3.86K - $4.55K
129 $4.34M
AXON
Axon Enterprise, Inc.

Industrials
8
New
$496.65 - $710.01 $3.97K - $5.68K
8 $4.21M
CCL
Carnival Corp

Consumer Cyclical
200
New
$19.08 - $28.49 $3.82K - $5.7K
200 $3.91M
HPQ
Hp Inc

Technology
140
New
$27.69 - $34.72 $3.88K - $4.86K
140 $3.88M
CBSH
Commerce Bancshares Inc

Financial Services
34
+ 5.73%
$58.85 - $68.59 $2K - $2.33K
627 $39M
Super Micro Computer Inc
107
New
N/A
107 $3.66M
CMCSA
Comcast Corp

Communication Services
96
New
$33.19 - $38.23 $3.19K - $3.67K
96 $3.54M
MA
Mastercard Inc

Financial Services
1
+ 1.64%
$504.67 - $576.31 $505 - $576
62 $33.7M
DUOL
Duolingo, Inc.

Technology
11
New
$272.49 - $441.39 $3K - $4.86K
11 $3.42M
CRDO
Credo Technology Group Holding LTD

Technology
85
New
$39.45 - $85.5 $3.35K - $7.27K
85 $3.41M
PG
Procter & Gamble CO

Consumer Defensive
20
New
$158.56 - $176.26 $3.17K - $3.53K
20 $3.41M
NET
Cloudflare, Inc.

Technology
30
New
$110.71 - $176.5 $3.32K - $5.3K
30 $3.38M
QQQ
Invesco Qqq Trust, Series 1

ETFs
7
New
$468.34 - $539.52 $3.28K - $3.78K
7 $3.28M
UMH
Umh Properties, Inc.

Real Estate
172
New
$17.49 - $19.0 $3.01K - $3.27K
172 $3.22M
NDAQ
Nasdaq, Inc.

Financial Services
6
+ 0.62%
$72.17 - $83.76 $433 - $503
972 $73.8M
Activity Summary
Buys All Purchases 180 New Holdings 121 Increased Positions 59 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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