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
KO
Coca Cola CO

Consumer Defensive
10
+ 0.49%
$60.81 - $72.32 $608 - $723
2.07K $148M
BHF
Brighthouse Financial, Inc.

Financial Services
3
New
$45.74 - $62.97 $137 - $189
3 $174K
NVAX
Novavax Inc

Healthcare
23
New
$6.41 - $10.82 $147 - $249
23 $147K
EHC
Encompass Health Corp

Healthcare
1
New
$91.05 - $102.2 $91.1 - $102
1 $102K
SPMD
Spdr Portfolio

ETFs
1
New
$50.21 - $57.73 $50.2 - $57.7
1 $51K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1
New
$40.03 - $46.81 $40 - $46.8
1 $41K
DAL
Delta Air Lines, Inc.

Industrials
0
New
$43.6 - $69.06 $0 - $0
0 $0
EMB
Ishares Tr

ETFs
0
New
$88.64 - $92.03 $0 - $0
0 $0
MAR
Marriott International Inc

Consumer Cyclical
0
New
$237.01 - $304.45 $0 - $0
0 $0
MUB
Ishares National Muni Bond ETF

ETFs
0
New
$104.71 - $107.69 $0 - $0
0 $0
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
ORCL
Oracle Corp

Technology
16
+ 3.88%
$139.81 - $186.47 $2.24K - $2.98K
428 $59.8M
VMC
Vulcan Materials CO

Basic Materials
3
+ 0.43%
$220.9 - $277.54 $663 - $833
699 $163M
GOOG
Alphabet Inc.

Communication Services
921
+ 6.05%
$156.06 - $207.71 $144K - $191K
16.1K $2.52B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
20
+ 0.82%
$507.05 - $563.67 $10.1K - $11.3K
2.47K $1.27B
FNX
First Tr Mid Cap Core Alphadex

ETFs
48
+ 0.64%
$105.28 - $121.93 $5.05K - $5.85K
7.57K $825M
PAVE
Global X Fds Us Infrastructure

ETFs
1.32K
+ 4.0%
$37.31 - $43.82 $49.1K - $57.6K
34.2K $1.29B
LLY
Eli Lilly & CO

Healthcare
140
+ 4.3%
$725.72 - $929.72 $102K - $130K
3.4K $2.81B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
658
+ 1.6%
$32.49 - $37.99 $21.4K - $25K
41.8K $1.4B
MSFT
Microsoft Corp

Technology
631
+ 3.65%
$375.39 - $447.2 $237K - $282K
17.9K $6.73B
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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