Marshall Investment Management, LLC Reduced Holdings in Q1 2025

Marshall Investment Management, LLC

  • $161 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-153K
- 97.28%
$49.78 - $53.19 $7.6M - $8.12M
4.26K $218M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-44.9K
- 99.5%
$110.9 - $132.93 $4.98M - $5.97M
225 $25.6M
PSJ
Invesco Exchange Traded Fd Tr

ETFs
-114K
- 99.76%
N/A
274 $11.1M
RFG
Invesco Exchange Traded Fd Tr

ETFs
-98.1K
- 99.95%
$43.07 - $51.51 $4.23M - $5.05M
47 $2.06M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
-129K
- 98.57%
$28.25 - $31.5 $3.63M - $4.05M
1.87K $55.9M
EWMC
Invesco Exchange Traded Fd Tr

ETFs
-32.2K
- 99.95%
N/A
15 $1.52M
JHML
John Hancock Multifactor Large

ETFs
-41.8K
- 99.16%
$66.07 - $73.03 $2.76M - $3.05M
353 $23.8M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-32.3K
- 36.89%
$67.24 - $84.27 $2.17M - $2.72M
55.3K $3.77B
FYC
First Trust Small Cap Growth A

ETFs
-30.9K
- 46.55%
$68.13 - $80.57 $2.1M - $2.49M
35.5K $2.44B
FV
First Trust Dorsey Wright Focu

ETFs
-36.9K
- 39.89%
$53.91 - $63.03 $1.99M - $2.33M
55.6K $3.05B
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
-15.9K
- 12.54%
$33.65 - $43.06 $536K - $686K
111K $3.74B
AAPL
Apple Inc.

Technology
-3.06K
- 14.67%
$209.68 - $247.1 $642K - $756K
17.8K $3.96B
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
-30.3K
- 84.66%
$27.77 - $31.75 $841K - $962K
5.49K $166M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-6.71K
- 98.52%
$95.53 - $112.45 $641K - $754K
101 $9.77M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-6.58K
- 77.38%
$113.59 - $123.29 $747K - $811K
1.92K $224M
NVDA
Nvidia Corp

Technology
-2.29K
- 8.13%
$106.98 - $149.43 $245K - $343K
25.9K $2.81B
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-24.5K
- 13.44%
$18.54 - $18.88 $453K - $462K
158K $2.95B
WMT
Walmart Inc.

Consumer Defensive
-6.58K
- 20.22%
$84.5 - $105.05 $556K - $691K
26K $2.28B
FTCS
First Trust Capital Strength E

ETFs
-2.98K
- 10.21%
$86.39 - $91.35 $257K - $272K
26.2K $2.35B
VUG
Vanguard Growth ETF

ETFs
-693
- 50.29%
$369.1 - $427.61 $256K - $296K
685 $254M
XSMO
Invesco S&P Smallcap Momentum

ETFs
-2.32K
- 6.9%
$59.97 - $70.03 $139K - $162K
31.3K $1.96B
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-1.42K
- 8.22%
$119.84 - $136.1 $170K - $193K
15.8K $1.92B
LMT
Lockheed Martin Corp

Industrials
-127
- 11.21%
$423.19 - $506.29 $53.7K - $64.3K
1.01K $450M
PANW
Palo Alto Networks Inc

Technology
-266
- 30.3%
$167.82 - $208.28 $44.6K - $55.4K
612 $104M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-2.4K
- 50.06%
$33.28 - $36.41 $79.7K - $87.2K
2.39K $81.7M
META
Meta Platforms, Inc.

Communication Services
-153
- 3.41%
$576.36 - $736.67 $88.2K - $113K
4.33K $2.5B
XOM
Exxon Mobil Corp

Energy
-933
- 3.69%
$105.44 - $118.93 $98.4K - $111K
24.4K $2.9B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.24K
- 46.61%
$48.31 - $49.23 $59.9K - $61K
1.42K $69.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-248
- 12.5%
$165.25 - $224.62 $41K - $55.7K
1.74K $288M
VO
Vanguard Mid Cap ETF

ETFs
-128
- 17.68%
$251.87 - $277.95 $32.2K - $35.6K
596 $154M
VEA
Vanguard Ftse Developed Market

ETFs
-562
- 14.85%
$47.4 - $52.99 $26.6K - $29.8K
3.22K $164M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-607
- 18.36%
$47.25 - $67.02 $28.7K - $40.7K
2.7K $128M
UPS
United Parcel Service Inc

Industrials
-32
- 3.65%
$109.66 - $136.26 $3.51K - $4.36K
844 $92.8M
COP
Conocophillips

Energy
-191
- 56.01%
$88.6 - $105.85 $16.9K - $20.2K
150 $15.8M
OXY
Occidental Petroleum Corp

Energy
-81
- 1.55%
$45.45 - $52.7 $3.68K - $4.27K
5.14K $254M
UNH
Unitedhealth Group Inc

Healthcare
-21
- 41.18%
$461.52 - $548.18 $9.69K - $11.5K
30 $15.6M
VBR
Vanguard Small Cap Value ETF

ETFs
-5
- 0.55%
$183.02 - $207.75 $915 - $1.04K
907 $169M
XLE
Energy Sector Spdr

ETFs
-261
- 13.87%
$85.7 - $93.96 $22.4K - $24.5K
1.62K $151M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-274
- 13.23%
$39.61 - $42.65 $10.9K - $11.7K
1.8K $73.3M
MRK
Merck & Co., Inc.

Healthcare
-20
- 5.41%
$83.01 - $101.02 $1.66K - $2.02K
350 $31.4M
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
-661
- 54.14%
$12.18 - $13.34 $8.05K - $8.82K
560 $7.41M
JHMM
John Hancock Multifactor Mid C

ETFs
-6
- 0.21%
$55.69 - $63.12 $334 - $379
2.9K $166M
VBK
Vanguard Small Cap Growth ETF

ETFs
-6
- 1.8%
$247.97 - $296.33 $1.49K - $1.78K
328 $82.6M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-16
- 0.87%
$41.78 - $50.35 $668 - $806
1.82K $78M
MCD
Mcdonalds Corp

Consumer Cyclical
-15
- 12.5%
$279.74 - $321.29 $4.2K - $4.82K
105 $32.8M
SBUX
Starbucks Corp

Consumer Cyclical
-39
- 12.62%
$91.75 - $115.81 $3.58K - $4.52K
270 $26.5M
KIE
Spdr S&P Insurance ETF

ETFs
-1.3K
- 5.35%
$54.24 - $60.81 $70.6K - $79.2K
23K $1.4B
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
-484
- 4.9%
$110.12 - $124.59 $53.3K - $60.3K
9.39K $1.17B
V
Visa Inc.

Financial Services
-38
- 5.16%
$306.92 - $362.71 $11.7K - $13.8K
699 $245M
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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