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
WFG
West Fraser Timber Co., LTD

Basic Materials
40
New
$75.63 - $92.16 $3.03K - $3.69K
40 $3.08M
Ge Vernova Inc
10
New
N/A
10 $3.05M
MET
Metlife Inc

Financial Services
38
New
$77.7 - $87.0 $2.95K - $3.31K
38 $3.05M
CEG
Constellation Energy Corp

Utilities
15
New
$201.63 - $347.44 $3.02K - $5.21K
15 $3.03M
Arista Networks Inc
36
New
N/A
36 $2.79M
APP
App Lovin Corp

Technology
10
New
$238.08 - $510.13 $2.38K - $5.1K
10 $2.65M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
75
New
$32.66 - $36.43 $2.45K - $2.73K
75 $2.63M
NOW
Service Now, Inc.

Technology
3
New
$783.83 - $1170.39 $2.35K - $3.51K
3 $2.39M
STRL
Sterling Construction CO Inc

Industrials
21
New
$108.65 - $200.56 $2.28K - $4.21K
21 $2.38M
FTGC
First Trust Global Tactical CO

ETFs
15
+ 1.38%
$23.95 - $25.86 $359 - $388
1.11K $28.2M
CDNS
Cadence Design Systems Inc

Technology
9
New
$233.96 - $324.52 $2.11K - $2.92K
9 $2.29M
TD
Toronto Dominion Bank

Financial Services
38
New
$53.12 - $61.15 $2.02K - $2.32K
38 $2.28M
Ceribell Inc
118
New
N/A
118 $2.27M
Tempus Ai Inc
44
New
N/A
44 $2.12M
HON
Honeywell International Inc

Industrials
10
New
$202.75 - $226.52 $2.03K - $2.27K
10 $2.12M
DELL
Dell Technologies Inc.

Technology
22
New
$90.34 - $124.66 $1.99K - $2.74K
22 $1.98M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
67
New
$28.27 - $29.28 $1.89K - $1.96K
67 $1.95M
TM
Toyota Motor Corp

Consumer Cyclical
11
New
$176.53 - $195.35 $1.94K - $2.15K
11 $1.94M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
100
New
$18.53 - $29.07 $1.85K - $2.91K
100 $1.9M
S
Sentinel One, Inc.

Technology
102
New
$18.17 - $24.97 $1.85K - $2.55K
102 $1.85M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
31
New
$53.81 - $62.59 $1.67K - $1.94K
31 $1.74M
VRT
Vertiv Holdings CO

Industrials
24
New
N/A
24 $1.73M
VTI
Vanguard Total Stock Market Et

ETFs
6
New
$271.18 - $303.12 $1.63K - $1.82K
6 $1.66M
TSCO
Tractor Supply CO

Consumer Cyclical
30
New
$51.66 - $57.94 $1.55K - $1.74K
30 $1.65M
Serve Robotics Inc
272
New
N/A
272 $1.56M
MMS
Maximus, Inc.

Industrials
16
New
$64.34 - $79.68 $1.03K - $1.27K
16 $1.09M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
15
New
$64.88 - $72.1 $973 - $1.08K
15 $989K
CI
Cigna Corp

Healthcare
3
New
$274.49 - $329.0 $823 - $987
3 $987K
ITA
Ishares Tr

ETFs
1
+ 0.43%
$144.84 - $159.5 $145 - $160
236 $36.2M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
13
+ 2.39%
$59.78 - $60.03 $777 - $780
556 $33.3M
BKH
Black Hills Corp

Utilities
20
+ 2.27%
$55.74 - $61.86 $1.11K - $1.24K
901 $54.6M
Reddit Inc
7
New
N/A
7 $734K
BWA
Borgwarner Inc

Consumer Cyclical
25
New
$27.78 - $32.9 $695 - $823
25 $716K
ETF Ser Solutions
24
New
N/A
24 $655K
FTAG
First Tr Exchange Traded Fd Ii

ETFs
26
New
$23.1 - $25.2 $601 - $655
26 $621K
CCJ
Cameco Corp

Energy
15
New
$40.64 - $56.86 $610 - $853
15 $617K
DVY
Ishares Tr

ETFs
7
+ 2.01%
$128.58 - $138.1 $900 - $967
355 $47.7M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
3
+ 0.66%
$111.29 - $123.42 $334 - $370
458 $52.3M
PCG
Pg&E Corp

Utilities
30
New
$15.16 - $20.4 $455 - $612
30 $515K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
11
New
$42.5 - $46.71 $468 - $514
11 $498K
GOOGL
Alphabet Inc.

Communication Services
25
+ 8.06%
$154.33 - $206.19 $3.86K - $5.15K
335 $51.9M
CL
Colgate Palmolive CO

Consumer Defensive
4
New
$85.68 - $97.5 $343 - $390
4 $375K
VTV
Vanguard Value ETF

ETFs
2
New
$167.73 - $179.21 $335 - $358
2 $347K
VOE
Vanguard Mid Cap Value Index F

ETFs
2
New
$156.61 - $168.02 $313 - $336
2 $323K
TAP
Molson Coors Beverage CO

Consumer Defensive
5
New
$52.44 - $62.91 $262 - $315
5 $304K
GIS
General Mills Inc

Consumer Defensive
5
New
$57.56 - $65.3 $288 - $327
5 $299K
Net Power Inc
100
New
N/A
100 $263K
VTRS
Viatris Inc

Healthcare
30
New
$8.68 - $12.42 $260 - $373
30 $261K
F
Ford Motor CO

Consumer Cyclical
23
New
$9.12 - $10.43 $210 - $240
23 $231K
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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