Marshall Investment Management, LLC New Holdings in Q4 2024

Marshall Investment Management, LLC

  • $170 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
157K
New
$51.09 - $55.27 $8.02M - $8.68M
157K $8.3B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
17.8K
New
$442.29 - $483.08 $7.87M - $8.59M
17.8K $8.19B
MSFT
Microsoft Corp

Technology
17.3K
New
$406.35 - $454.46 $7.03M - $7.86M
17.3K $7.45B
RDVY
First Trust Rising Dividend Ac

ETFs
114K
New
$58.65 - $64.37 $6.69M - $7.34M
114K $6.75B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
87.6K
New
$73.49 - $86.09 $6.43M - $7.54M
87.6K $6.54B
SPY
Spdr S&P 500 ETF Trust

ETFs
10.5K
New
$567.81 - $607.81 $5.94M - $6.35M
10.5K $6B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
45.1K
New
$119.61 - $136.3 $5.39M - $6.15M
45.1K $5.43B
MFUS
Pimco Rafi Dynamic Multi Facto

ETFs
108K
New
$49.56 - $52.55 $5.34M - $5.66M
108K $5.4B
FV
First Trust Dorsey Wright Focu

ETFs
92.5K
New
$57.47 - $62.82 $5.32M - $5.81M
92.5K $5.39B
PSJ
Invesco Exchange Traded Fd Tr

ETFs
115K
New
N/A
115K $5.21B
FYC
First Trust Small Cap Growth A

ETFs
66.3K
New
$72.19 - $84.64 $4.79M - $5.61M
66.3K $4.93B
AAPL
Apple Inc.

Technology
20.9K
New
$221.69 - $259.02 $4.63M - $5.41M
20.9K $4.86B
RFG
Invesco Exchange Traded Fd Tr

ETFs
98.2K
New
$47.9 - $53.39 $4.7M - $5.24M
98.2K $4.83B
AMZN
Amazon Com Inc

Consumer Cyclical
24.6K
New
$180.88 - $232.93 $4.45M - $5.72M
24.6K $4.58B
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
130K
New
$28.33 - $31.77 $3.7M - $4.14M
130K $4.14B
EWMC
Invesco Exchange Traded Fd Tr

ETFs
32.2K
New
N/A
32.2K $3.77B
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
182K
New
$18.62 - $19.05 $3.39M - $3.47M
182K $3.47B
NVDA
Nvidia Corp

Technology
28.2K
New
$117.0 - $148.88 $3.3M - $4.2M
28.2K $3.42B
JPM
Jpmorgan Chase & CO

Financial Services
15.6K
New
$205.18 - $250.29 $3.19M - $3.9M
15.6K $3.28B
XOM
Exxon Mobil Corp

Energy
25.3K
New
$105.51 - $125.37 $2.67M - $3.17M
25.3K $2.97B
JHML
John Hancock Multifactor Large

ETFs
42.1K
New
$68.78 - $73.44 $2.9M - $3.09M
42.1K $2.93B
LLY
Eli Lilly & CO

Healthcare
3.26K
New
$727.2 - $932.06 $2.37M - $3.04M
3.26K $2.89B
FVD
First Tr Value Line Divid Inde

ETFs
58.6K
New
$43.4 - $46.7 $2.54M - $2.74M
58.6K $2.67B
FTCS
First Trust Capital Strength E

ETFs
29.2K
New
$87.62 - $94.03 $2.56M - $2.74M
29.2K $2.65B
WMT
Walmart Inc.

Consumer Defensive
32.5K
New
$79.1 - $95.7 $2.57M - $3.11M
32.5K $2.63B
META
Meta Platforms, Inc.

Communication Services
4.49K
New
$554.08 - $632.68 $2.49M - $2.84M
4.49K $2.57B
GOOG
Alphabet Inc.

Communication Services
15.2K
New
$163.08 - $198.16 $2.48M - $3.01M
15.2K $2.54B
DUK
Duke Energy Corp

Utilities
20.8K
New
$105.76 - $120.76 $2.2M - $2.51M
20.8K $2.39B
VZ
Verizon Communications Inc

Communication Services
50.5K
New
$39.6 - $45.21 $2M - $2.28M
50.5K $2.27B
XSMO
Invesco S&P Smallcap Momentum

ETFs
33.6K
New
$65.08 - $73.72 $2.19M - $2.48M
33.6K $2.22B
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
17.3K
New
$123.69 - $133.68 $2.14M - $2.31M
17.3K $2.17B
CRWD
Crowd Strike Holdings, Inc.

Technology
7.29K
New
$275.15 - $388.2 $2.01M - $2.83M
7.29K $2.04B
AMGN
Amgen Inc

Healthcare
5.94K
New
$258.78 - $328.31 $1.54M - $1.95M
5.94K $1.91B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
41.2K
New
$35.45 - $40.33 $1.46M - $1.66M
41.2K $1.5B
FDL
First Tr Morningstar Dividend

ETFs
35K
New
$39.59 - $43.95 $1.38M - $1.54M
35K $1.47B
ARKW
Ark Next Generation Internet E

ETFs
16.4K
New
$82.66 - $120.04 $1.35M - $1.97M
16.4K $1.39B
KIE
Spdr S&P Insurance ETF

ETFs
24.4K
New
$55.65 - $62.03 $1.36M - $1.51M
24.4K $1.38B
PAVE
Global X Fds Us Infrastructure

ETFs
32.9K
New
$40.41 - $45.95 $1.33M - $1.51M
32.9K $1.35B
JNJ
Johnson & Johnson

Healthcare
8.1K
New
$143.34 - $165.86 $1.16M - $1.34M
8.1K $1.31B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.45K
New
$521.84 - $558.82 $1.28M - $1.37M
2.45K $1.29B
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
9.87K
New
$111.94 - $126.4 $1.1M - $1.25M
9.87K $1.14B
XLU
Utilities Sector Spdr

ETFs
13.7K
New
$74.89 - $82.93 $1.03M - $1.14M
13.7K $1.11B
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
35.8K
New
$27.48 - $32.37 $983K - $1.16M
35.8K $1.04B
PPA
Invesco Exchange Traded Fd Tr

ETFs
8.5K
New
$113.79 - $124.5 $968K - $1.06M
8.5K $978M
FNX
First Tr Mid Cap Core Alphadex

ETFs
7.52K
New
$114.77 - $127.28 $863K - $958K
7.52K $881M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
6.81K
New
$104.5 - $125.64 $712K - $855K
6.81K $848M
FIW
First Trust Water ETF

ETFs
7.17K
New
$102.02 - $110.91 $732K - $795K
7.17K $784M
LMT
Lockheed Martin Corp

Industrials
1.13K
New
$479.66 - $614.62 $543K - $696K
1.13K $663M
VUG
Vanguard Growth ETF

ETFs
1.38K
New
$378.79 - $428.11 $522K - $590K
1.38K $529M
Activity Summary
Buys All Purchases 135 New Holdings 135 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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