Marshall Investment Management, LLC Incresed Positions in Q1 2025

Marshall Investment Management, LLC

  • $161 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
34.7K
+ 3796.17%
$243.19 - $288.14 $8.44M - $10M
35.6K $10.3B
FVD
First Tr Value Line Divid Inde

ETFs
99.1K
+ 169.1%
$42.61 - $45.51 $4.22M - $4.51M
158K $7.04B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
42.2K
+ 3090.19%
$97.38 - $104.52 $4.11M - $4.41M
43.6K $4.45B
RDVY
First Trust Rising Dividend Ac

ETFs
21.2K
+ 18.57%
$57.22 - $63.39 $1.21M - $1.34M
135K $7.91B
FDL
First Tr Morningstar Dividend

ETFs
22.8K
+ 65.08%
$39.69 - $43.83 $904K - $998K
57.7K $2.51B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.89K
+ 18.05%
$551.42 - $612.93 $1.04M - $1.16M
12.3K $6.9B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
11.6K
+ 2854.43%
$62.72 - $71.92 $727K - $833K
12K $756M
CRWD
Crowd Strike Holdings, Inc.

Technology
64
+ 0.88%
$308.86 - $455.36 $19.8K - $29.1K
7.35K $2.59B
AMZN
Amazon Com Inc

Consumer Cyclical
1.29K
+ 5.25%
$190.26 - $242.06 $245K - $312K
25.9K $4.92B
SCHG
Schwab Strategic Tr Us Large C

ETFs
13.4K
+ 3437.69%
$24.91 - $29.02 $334K - $389K
13.8K $345M
DUK
Duke Energy Corp

Utilities
661
+ 3.18%
$105.87 - $121.97 $70K - $80.6K
21.4K $2.61B
VZ
Verizon Communications Inc

Communication Services
3.34K
+ 6.61%
$37.81 - $46.49 $126K - $155K
53.8K $2.44B
JNJ
Johnson & Johnson

Healthcare
703
+ 8.68%
$142.06 - $167.7 $99.9K - $118K
8.8K $1.46B
VOT
Vanguard Mid Cap Growth Index

ETFs
580
+ 157.61%
$237.72 - $276.98 $138K - $161K
948 $232M
VOOV
Vanguard S&P 500 Value ETF

ETFs
361
+ 15.1%
$179.71 - $192.06 $64.9K - $69.3K
2.75K $507M
PM
Philip Morris International Inc.

Consumer Defensive
30
+ 2.86%
$117.15 - $158.79 $3.51K - $4.76K
1.08K $171M
EMLP
First Tr Exchange Traded Iv

ETFs
105
+ 1.31%
$35.79 - $38.28 $3.76K - $4.02K
8.1K $303M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
1.68K
+ 10.97%
N/A
17K $404M
RTX
Raytheon Technologies Corp

Industrials
69
+ 5.15%
$114.1 - $135.66 $7.87K - $9.36K
1.41K $186M
AMGN
Amgen Inc

Healthcare
274
+ 4.62%
$258.59 - $327.36 $70.9K - $89.7K
6.21K $1.93B
FTHI
First Trust Exchange Traded Fd

ETFs
1.74K
+ 11.63%
$21.62 - $23.74 $37.7K - $41.4K
16.7K $365M
CSCO
Cisco Systems, Inc.

Technology
26
+ 1.37%
$58.74 - $64.87 $1.53K - $1.69K
1.93K $119M
GS
Goldman Sachs Group Inc

Financial Services
3
+ 1.08%
$524.81 - $672.19 $1.57K - $2.02K
282 $154M
ARKQ
Ark Autonomous Technology & Ro

ETFs
100
+ 12.42%
$65.76 - $84.94 $6.58K - $8.49K
905 $60M
FTQI
First Trust ETF Vi First Trust

ETFs
1.94K
+ 11.77%
$18.72 - $21.32 $36.4K - $41.4K
18.4K $348M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
158
+ 6.9%
$50.87 - $51.09 $8.04K - $8.07K
2.45K $125M
XLU
Utilities Sector Spdr

ETFs
414
+ 3.01%
$74.7 - $80.27 $30.9K - $33.2K
14.1K $1.12B
CBSH
Commerce Bancshares Inc

Financial Services
34
+ 5.73%
$58.85 - $68.59 $2K - $2.33K
627 $39M
MA
Mastercard Inc

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

Financial Services
6
+ 0.62%
$72.17 - $83.76 $433 - $503
972 $73.8M
FTGC
First Trust Global Tactical CO

ETFs
15
+ 1.38%
$23.95 - $25.86 $359 - $388
1.11K $28.2M
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
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
GOOGL
Alphabet Inc.

Communication Services
25
+ 8.06%
$154.33 - $206.19 $3.86K - $5.15K
335 $51.9M
KO
Coca Cola CO

Consumer Defensive
10
+ 0.49%
$60.81 - $72.32 $608 - $723
2.07K $148M
HD
Home Depot, Inc.

Consumer Cyclical
10
+ 10.0%
$347.25 - $424.87 $3.47K - $4.25K
110 $40.3M
SCHX
Schwab Strategic Tr Us Large C

ETFs
592
+ 200.0%
$21.75 - $24.28 $12.9K - $14.4K
888 $19.6M
FPE
First Tr Pfd Secs & Income ETF

ETFs
136
+ 2.42%
$17.53 - $17.87 $2.38K - $2.43K
5.75K $101M
FCVT
First Tr Exchange Traded Fd Iv

ETFs
20
+ 1.09%
$34.79 - $38.36 $696 - $767
1.86K $64.9M
IWR
Ishares Russell Mid Cap ETF

ETFs
4
+ 0.88%
$82.81 - $92.93 $331 - $372
458 $39M
SYY
Sysco Corp

Consumer Defensive
19
+ 1.7%
$70.0 - $77.13 $1.33K - $1.47K
1.14K $85.4M
IWM
Ishares Russell 2000 ETF

ETFs
2
+ 1.25%
$198.1 - $229.79 $396 - $460
162 $32.2M
FMB
First Tr Exchange Traded Fd Ii

ETFs
90
+ 1.66%
$50.17 - $51.45 $4.52K - $4.63K
5.52K $278M
FIW
First Trust Water ETF

ETFs
562
+ 7.84%
$99.48 - $106.74 $55.9K - $60K
7.73K $779M
TOL
Toll Brothers, Inc.

Consumer Cyclical
1
+ 0.65%
$103.02 - $140.69 $103 - $141
154 $16.3M
MU
Micron Technology Inc

Technology
2
+ 0.33%
$86.89 - $109.38 $174 - $219
613 $53.2M
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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