Marshall Investment Management, LLC New Holdings in Q1 2025

Marshall Investment Management, LLC

  • $161 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
Invesco Exchange Traded Fd T
40.7K
New
N/A
40.7K $1.04B
JGRO
J P Morgan Exchange Traded Fd
4.23K
New
N/A
4.23K $312M
HYXF
Ishares Tr Esg Advanced High Y

ETFs
4.81K
New
$46.06 - $46.94 $222K - $226K
4.81K $223M
NUDM
Nuveen Esg International Devel

ETFs
5.28K
New
$29.75 - $33.12 $157K - $175K
5.28K $168M
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
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
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
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
IBM
International Business Machines Corp

Technology
87
New
$217.4 - $264.74 $18.9K - $23K
87 $21.6M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
100
New
$203.38 - $274.79 $20.3K - $27.5K
100 $20.5M
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
CQP
Cheniere Energy Partners, L.P.

Energy
240
New
$55.42 - $67.71 $13.3K - $16.3K
240 $15.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
169
New
$92.45 - $106.69 $15.6K - $18K
169 $15.7M
PEP
Pepsico Inc

Consumer Defensive
100
New
$142.64 - $156.42 $14.3K - $15.6K
100 $15M
IRDM
Iridium Communications Inc.

Communication Services
518
New
$26.87 - $32.66 $13.9K - $16.9K
518 $14.1M
CRAK
Vaneck ETF Tr Oil Refiners ETF

ETFs
480
New
$27.75 - $29.75 $13.3K - $14.3K
480 $13.8M
NSA
National Storage Affiliates Trust

Real Estate
349
New
$35.92 - $39.59 $12.5K - $13.8K
349 $13.8M
IYY
Ishares Tr

ETFs
95
New
$134.05 - $149.75 $12.7K - $14.2K
95 $12.9M
FNV
Franco Nevada Corp

Basic Materials
82
New
$120.72 - $157.56 $9.9K - $12.9K
82 $12.9M
RPAR
Tidal ETF Tr Rpar Risk Parity

ETFs
620
New
$18.44 - $19.83 $11.4K - $12.3K
620 $12.2M
NEE
Nextera Energy Inc

Utilities
161
New
$66.96 - $76.16 $10.8K - $12.3K
161 $11.4M
BAC
Bank Of America Corp

Financial Services
265
New
$39.61 - $47.74 $10.5K - $12.7K
265 $11M
KHC
Kraft Heinz CO

Consumer Defensive
355
New
$28.51 - $32.22 $10.1K - $11.4K
355 $10.8M
XLC
Select Sector Spdr Tr Communic

ETFs
101
New
$94.84 - $105.31 $9.58K - $10.6K
101 $9.78M
SMR
Nuscale Power Corp

Industrials
660
New
$14.16 - $29.08 $9.35K - $19.2K
660 $9.35M
SHEL
Shell PLC

Energy
122
New
$62.84 - $73.29 $7.67K - $8.94K
122 $8.91M
ARKG
Ark Genomic Revolution ETF (De

ETFs
414
New
$20.76 - $29.81 $8.59K - $12.3K
414 $8.6M
PEG
Public Service Enterprise Group Inc

Utilities
100
New
$78.2 - $90.39 $7.82K - $9.04K
100 $8.23M
GTLB
Gitlab Inc.

Technology
160
New
$47.0 - $73.14 $7.52K - $11.7K
160 $7.52M
ELMD
Electromed, Inc.

Healthcare
300
New
$23.34 - $35.47 $7K - $10.6K
300 $7.16M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
105
New
$60.44 - $69.57 $6.35K - $7.3K
105 $7M
EXAS
Exact Sciences Corp

Healthcare
150
New
$43.04 - $58.51 $6.46K - $8.78K
150 $6.49M
FTSL
First Trust Senior Ln Fund

ETFs
138
New
$45.65 - $46.48 $6.3K - $6.41K
138 $6.29M
APD
Air Products & Chemicals, Inc.

Basic Materials
20
New
$283.24 - $338.07 $5.66K - $6.76K
20 $5.9M
NYF
Ishares New York Muni Bond ETF

ETFs
112
New
$52.33 - $53.92 $5.86K - $6.04K
112 $5.9M
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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