Marshall Investment Management, LLC Portfolio Holdings

Marshall Investment Management, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $21 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Trust Dorsey Wright Focu with a value of $2.21B, Microsoft Corp with a value of $2.16B, Ark Next Generation Internet E with a value of $1.98B, First Tr Value Line Divid Inde with a value of $1.9B, and Spdr S&P 500 ETF Trust with a value of $1.85B.

Examining the 13F form we can see an decrease of $140B in the current position value, from $161B to 21B.

Marshall Investment Management, LLC is based out at Littleton, CO

Below you can find more details about Marshall Investment Management, LLC portfolio as well as his latest detailed transactions.