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
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
USMC
Principal ETF U S Mega Cap

ETFs
67.7K
New
$55.72 - $63.13 $3.77M - $4.27M
67.7K $3.84B
Capital Group Conservative E
141K
New
N/A
141K $3.82B
CGDV
Capital Group Divid Value ETF

ETFs
107K
New
$34.95 - $37.36 $3.72M - $3.98M
107K $3.8B
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
19.6K
New
$73.27 - $96.21 $1.44M - $1.89M
19.6K $1.44B
RDVY
First Trust Rising Dividend Ac

ETFs
21.2K
+ 18.57%
$57.22 - $63.39 $1.21M - $1.34M
135K $7.91B
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
15K
New
$67.16 - $87.51 $1.01M - $1.31M
15K $1.07B
EIPX
First Tr Exc Trd Fd Iv Ft Ener
40.4K
New
N/A
40.4K $1.05B
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
JGRO
J P Morgan Exchange Traded Fd
4.23K
New
N/A
4.23K $312M
SCHG
Schwab Strategic Tr Us Large C

ETFs
13.4K
+ 3437.69%
$24.91 - $29.02 $334K - $389K
13.8K $345M
HYXF
Ishares Tr Esg Advanced High Y

ETFs
4.81K
New
$46.06 - $46.94 $222K - $226K
4.81K $223M
Vanguard Malvern Fds
2.86K
+ 253.73%
N/A
3.98K $308M
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
NUDM
Nuveen Esg International Devel

ETFs
5.28K
New
$29.75 - $33.12 $157K - $175K
5.28K $168M
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
DGRO
Ishares Core Dividend Growth E

ETFs
1.78K
New
$60.46 - $64.42 $107K - $114K
1.78K $110M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.74K
New
$37.84 - $44.02 $104K - $121K
2.74K $105M
PLTR
Palantir Technologies Inc.

Technology
917
New
$64.98 - $124.62 $59.6K - $114K
917 $77.4M
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
Fidelity Covington Trust
1.22K
New
N/A
1.22K $38.1M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.39K
New
$25.77 - $27.6 $35.9K - $38.4K
1.39K $37M
WY
Weyerhaeuser CO

Real Estate
1.23K
New
$27.29 - $31.39 $33.6K - $38.7K
1.23K $36.1M
EMLP
First Tr Exchange Traded Iv

ETFs
105
+ 1.31%
$35.79 - $38.28 $3.76K - $4.02K
8.1K $303M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
61
New
$522.96 - $601.18 $31.9K - $36.7K
61 $32.5M
Nano Nuclear Energy Inc
1.01K
New
N/A
1.01K $26.6M
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
RBLX
Roblox Corp

Communication Services
408
New
$53.77 - $75.47 $21.9K - $30.8K
408 $23.8M
BA
Boeing CO

Industrials
130
New
$148.15 - $186.25 $19.3K - $24.2K
130 $22.2M
AMGN
Amgen Inc

Healthcare
274
+ 4.62%
$258.59 - $327.36 $70.9K - $89.7K
6.21K $1.93B
IBM
International Business Machines Corp

Technology
87
New
$217.4 - $264.74 $18.9K - $23K
87 $21.6M
FTHI
First Trust Exchange Traded Fd

ETFs
1.74K
+ 11.63%
$21.62 - $23.74 $37.7K - $41.4K
16.7K $365M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
100
New
$203.38 - $274.79 $20.3K - $27.5K
100 $20.5M
CSCO
Cisco Systems, Inc.

Technology
26
+ 1.37%
$58.74 - $64.87 $1.53K - $1.69K
1.93K $119M
TSLA
Tesla, Inc.

Consumer Cyclical
68
New
$222.15 - $428.22 $15.1K - $29.1K
68 $17.6M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
381
New
$42.4 - $44.11 $16.2K - $16.8K
381 $16.7M
AEP
American Electric Power CO Inc

Utilities
150
New
$90.32 - $109.27 $13.5K - $16.4K
150 $16.4M
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
576
New
$26.34 - $31.72 $15.2K - $18.3K
576 $15.9M
GS
Goldman Sachs Group Inc

Financial Services
3
+ 1.08%
$524.81 - $672.19 $1.57K - $2.02K
282 $154M
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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