Marshall Investment Management, LLC Purchases in Q4 2024

Marshall Investment Management, LLC

  • $170 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MPLX
Mplx LP

Energy
10.5K
New
$43.77 - $51.66 $461K - $544K
10.5K $468M
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.39K
New
$184.21 - $199.29 $440K - $476K
2.39K $456M
WEC
Wec Energy Group, Inc.

Utilities
4.38K
New
$92.94 - $101.82 $407K - $446K
4.38K $422M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
15.3K
New
N/A
15.3K $378M
FTHI
First Trust Exchange Traded Fd

ETFs
15K
New
$22.89 - $24.02 $343K - $360K
15K $345M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.98K
New
$172.07 - $207.36 $341K - $411K
1.98K $345M
FTQI
First Trust ETF Vi First Trust

ETFs
16.5K
New
$20.23 - $21.46 $334K - $354K
16.5K $338M
PANW
Palo Alto Networks Inc

Technology
878
New
$181.96 - $405.9 $160K - $356K
878 $300M
BNDX
Vanguard Total International B

ETFs
5.76K
New
$48.91 - $50.61 $282K - $292K
5.76K $290M
FMB
First Tr Exchange Traded Fd Ii

ETFs
5.43K
New
$50.62 - $52.07 $275K - $283K
5.43K $282M
EMLP
First Tr Exchange Traded Iv

ETFs
7.99K
New
$33.69 - $38.24 $269K - $306K
7.99K $268M
CVS
Cvs Health Corp

Healthcare
3.71K
New
$43.78 - $67.46 $162K - $250K
3.71K $233M
GLD
Spdr Gold Trust

ETFs
914
New
$236.59 - $257.5 $216K - $235K
914 $222M
V
Visa Inc.

Financial Services
737
New
$273.87 - $320.91 $202K - $237K
737 $203M
VEA
Vanguard Ftse Developed Market

ETFs
3.78K
New
$47.57 - $52.44 $180K - $198K
3.78K $200M
VO
Vanguard Mid Cap ETF

ETFs
724
New
$261.5 - $284.63 $189K - $206K
724 $191M
VBR
Vanguard Small Cap Value ETF

ETFs
912
New
$197.36 - $217.3 $180K - $198K
912 $183M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
4.78K
New
$34.46 - $38.29 $165K - $183K
4.78K $176M
JHMM
John Hancock Multifactor Mid C

ETFs
2.9K
New
$59.61 - $64.8 $173K - $188K
2.9K $175M
VMC
Vulcan Materials CO

Basic Materials
696
New
$237.95 - $292.31 $166K - $203K
696 $174M
XLE
Energy Sector Spdr

ETFs
1.88K
New
$83.32 - $97.27 $157K - $183K
1.88K $165M
USB
Us Bancorp \De\

Financial Services
3.61K
New
$43.98 - $53.66 $159K - $194K
3.61K $165M
RTX
Raytheon Technologies Corp

Industrials
1.34K
New
$114.45 - $127.21 $153K - $170K
1.34K $162M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
3.31K
New
$45.39 - $62.98 $150K - $208K
3.31K $157M
KO
Coca Cola CO

Consumer Defensive
2.06K
New
$61.74 - $71.71 $127K - $148K
2.06K $148M
IVV
Ishares Core S&P 500 ETF

ETFs
256
New
$570.51 - $610.59 $146K - $156K
256 $148M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.37K
New
$99.2 - $108.47 $136K - $148K
1.37K $146M
GS
Goldman Sachs Group Inc

Financial Services
279
New
$486.1 - $608.57 $136K - $170K
279 $138M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
2.66K
New
$48.48 - $49.47 $129K - $131K
2.66K $131M
PM
Philip Morris International Inc.

Consumer Defensive
1.05K
New
$118.38 - $133.06 $124K - $140K
1.05K $127M
UPS
United Parcel Service Inc

Industrials
876
New
$122.65 - $138.35 $107K - $121K
876 $120M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.29K
New
$50.73 - $51.08 $116K - $117K
2.29K $117M
FPE
First Tr Pfd Secs & Income ETF

ETFs
5.61K
New
$17.65 - $18.18 $99.1K - $102K
5.61K $102M
CSCO
Cisco Systems, Inc.

Technology
1.9K
New
$52.45 - $60.02 $99.7K - $114K
1.9K $101M
VOT
Vanguard Mid Cap Growth Index

ETFs
368
New
$241.48 - $274.89 $88.9K - $101K
368 $89.6M
VBK
Vanguard Small Cap Growth ETF

ETFs
334
New
$264.18 - $304.19 $88.2K - $102K
334 $89.3M
Vanguard
1.13K
New
N/A
1.13K $89.2M
SYY
Sysco Corp

Consumer Defensive
1.12K
New
$73.63 - $81.77 $82.4K - $91.5K
1.12K $87.4M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
2.07K
New
$40.26 - $42.88 $83.4K - $88.8K
2.07K $85.3M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
1.83K
New
$44.28 - $51.47 $81.2K - $94.4K
1.83K $82.2M
NDAQ
Nasdaq, Inc.

Financial Services
966
New
$70.87 - $83.05 $68.5K - $80.2K
966 $70.6M
ORCL
Oracle Corp

Technology
412
New
$165.41 - $192.43 $68.1K - $79.3K
412 $70.2M
COST
Costco Wholesale Corp

Consumer Defensive
79
New
$873.59 - $994.69 $69K - $78.6K
79 $70M
MNKD
Mannkind Corp

Healthcare
11K
New
$5.93 - $7.44 $65.2K - $81.8K
11K $69.2M
FCVT
First Tr Exchange Traded Fd Iv

ETFs
1.84K
New
$35.35 - $38.58 $65K - $70.9K
1.84K $65.7M
CCI
Crown Castle International Corp

Real Estate
552
New
$89.78 - $119.11 $49.6K - $65.7K
552 $65.5M
MU
Micron Technology Inc

Technology
611
New
$84.16 - $113.41 $51.4K - $69.3K
611 $63.4M
BKH
Black Hills Corp

Utilities
881
New
$57.6 - $64.66 $50.7K - $57K
881 $53.9M
PHO
Invesco Exchange Traded Fd Tr

ETFs
756
New
$65.79 - $72.14 $49.7K - $54.5K
756 $53.3M
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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