Marshall Investment Management, LLC Portfolio Holdings
Marshall Investment Management, LLC
- $170 Billion
- Q4 2024
Marshall Investment Management, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $170 Billion distributed in 135 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 Value E with a value of $8.3B, Berkshire Hathaway Inc Class B with a value of $8.19B, Microsoft Corp with a value of $7.45B, First Trust Rising Dividend Ac with a value of $6.75B, and First Tr Vi Rba Amern Indl Ren with a value of $6.54B.
Examining the 13F form we can see an increase of $170B in the current position value.
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 135
- Current Value $170 Billion
- Filing
- Period Q4 2024
- Filing Date February 03, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 135 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks