The Analysis of MARSHALL INVESTMENT MANAGEMENT, LLC's Holdings
Currently, MARSHALL INVESTMENT MANAGEMENT, LLC holds 76 types of securities in its portfolio with a total value $199.1M. In the most recent quarter, they have increased their positions in MFSB (+175.4K shares, valued at $4.4M), FTXH (+41.8K shares, valued at $1.4M), GRID (+8.8K shares, valued at $1.3M); decreased their positions in SPY (-2.9K shares, valued at $2.0M), LIT (-9.5K shares, valued at $614.0K), SOXQ (-10.2K shares, valued at $568.7K); initiated new positions in MFSB (+175.4K shares, valued at $4.4M), FTXH (+41.8K shares, valued at $1.4M), GRID (+8.8K shares, valued at $1.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GLD SPDR GOLD TR48.4K shares-0.13%2025-12-312026-02-09
MSFT MICROSOFT CORP18.6K shares6.95%2025-12-312026-02-09 FMDE FIDELITY COVINGTON TRUST240.1K shares-1.32%2025-12-312026-02-09 MFUS PIMCO EQUITY SER153.6K shares-3.11%2025-12-312026-02-09 CGGR CAPITAL GROUP GROWTH ETF194.8K shares-4.13%2025-12-312026-02-09 FFLG FIDELITY COVINGTON TRUST287.6K shares-6.06%2025-12-312026-02-09 AMZN AMAZON COM INC29.7K shares10.05%2025-12-312026-02-09 SPY SPDR S&P 500 ETF TR7.7K shares-27.21%2025-12-312026-02-09 AAPL APPLE INC18.9K shares4.62%2025-12-312026-02-09 ALPHABET INC ALPHABET INC16.4K shares-0.85%2025-12-312026-02-09 JPM JPMORGAN CHASE & CO.15.5K shares7.56%2025-12-312026-02-09 NVDA NVIDIA CORPORATION25.9K shares-0.32%2025-12-312026-02-09 RDVY FIRST TR EXCHANGE TRADED FD67.0K shares-3.81%2025-12-312026-02-09 MFSB MFS ACTIVE EXCHANGE TRADED F175.4K sharesnew addition2025-12-312026-02-09 LLY ELI LILLY & CO3.8K shares12.06%2025-12-312026-02-09 AIRR FIRST TR EXCHANGE TRADED FD36.1K shares-3.88%2025-12-312026-02-09 CRWD CROWDSTRIKE HLDGS INC7.6K shares5.96%2025-12-312026-02-09 META META PLATFORMS INC5.0K shares13.95%2025-12-312026-02-09 WMT WALMART INC29.3K shares10.61%2025-12-312026-02-09 FV FIRST TR EXCHANGE TRADED FD45.0K shares-14.82%2025-12-312026-02-09 ARKW ARK ETF TR19.1K shares-5.11%2025-12-312026-02-09 FPEI FIRST TR EXCH TRADED FD III143.9K shares2.83%2025-12-312026-02-09 XAR SPDR SERIES TRUST11.6K shares-3.69%2025-12-312026-02-09 VZ VERIZON COMMUNICATIONS INC66.2K shares16.87%2025-12-312026-02-09 FVD FIRST TR EXCHANGE-TRADED FD56.7K shares-8.08%2025-12-312026-02-09 SOXQ INVESCO EXCH TRADED FD TR II46.8K shares-17.90%2025-12-312026-02-09 AMGN AMGEN INC7.4K shares15.13%2025-12-312026-02-09 LIT GLOBAL X FDS35.4K shares-21.11%2025-12-312026-02-09 FTCS FIRST TR EXCHANGE-TRADED FD24.4K shares-4.45%2025-12-312026-02-09 NLR VANECK ETF TRUST17.0K shares-8.11%2025-12-312026-02-09 JNJ JOHNSON & JOHNSON9.8K shares7.50%2025-12-312026-02-09 FDL FIRST TR EXCHANGE-TRADED FD45.8K shares-0.68%2025-12-312026-02-09 PAVE GLOBAL X FDS41.4K shares2.20%2025-12-312026-02-09 XSMO INVESCO EXCHANGE TRADED FD T27.3K shares-4.75%2025-12-312026-02-09 QQEW FIRST TR EXCHANGE-TRADED FD13.2K shares-18.77%2025-12-312026-02-09 TDIV FIRST TR EXCHANGE TRADED FD19.1K shares-0.07%2025-12-312026-02-09 CIBR FIRST TR EXCHANGE TRADED FD25.4K shares114.65%2025-12-312026-02-09 XLI SELECT SECTOR SPDR TR10.8K shares0.80%2025-12-312026-02-09 SDVY FIRST TR EXCHANGE-TRADED FD40.1K shares-4.72%2025-12-312026-02-09 FTXH FIRST TR EXCHANGE TRADED FD41.8K sharesnew addition2025-12-312026-02-09 GRID FIRST TR EXCHANGE TRADED FD8.8K sharesnew addition2025-12-312026-02-09 EIPX FIRST TR EXCHANGE-TRADED FD47.7K shares1.83%2025-12-312026-02-09 XLU SELECT SECTOR SPDR TR26.8K shares98.59%2025-12-312026-02-09 ARKX ARK ETF TR34.7K shares2.79%2025-12-312026-02-09 ROBT FIRST TR EXCHANGE TRADED FD18.9K sharesnew addition2025-12-312026-02-09 JHMM JOHN HANCOCK EXCHANGE TRADED13.8K shares-0.07%2025-12-312026-02-09 TSM TAIWAN SEMICONDUCTOR MFG LTD2.6K shares10.67%2025-12-312026-02-09 XME SPDR SERIES TRUST6.7K sharesnew addition2025-12-312026-02-09 FIW FIRST TR EXCHANGE-TRADED FD6.2K shares-17.49%2025-12-312026-02-09 RDVI FIRST TR EXCHANGE-TRADED FD22.8K shares13.59%2025-12-312026-02-09 MPLX MPLX LP10.5K shares0.00%2025-12-312026-02-09 JGRO J P MORGAN EXCHANGE TRADED F5.5K shares6.58%2025-12-312026-02-09 FUTY FIDELITY COVINGTON TRUST8.6K shares14.14%2025-12-312026-02-09 FTQI FIRST TR EXCHANGE TRADED FD21.9K shares18.98%2025-12-312026-02-09 VUG VANGUARD INDEX FDS925 shares-1.60%2025-12-312026-02-09 SCHG SCHWAB STRATEGIC TR13.7K shares-1.00%2025-12-312026-02-09 FTHI FIRST TR EXCHANGE TRADED FD18.4K shares10.36%2025-12-312026-02-09 VOOV VANGUARD ADMIRAL FDS INC2.0K shares-15.82%2025-12-312026-02-09 LMT LOCKHEED MARTIN CORP836 shares0.00%2025-12-312026-02-09 BIV VANGUARD BD INDEX FDS3.9K sharesnew addition2025-12-312026-02-09 V VISA INC871 shares14.91%2025-12-312026-02-09 CVS CVS HEALTH CORP3.7K shares0.00%2025-12-312026-02-09 BROADCOM INC BROADCOM INC834 shares12.10%2025-12-312026-02-09 HYXF ISHARES TR5.5K shares7.54%2025-12-312026-02-09 EMLP FIRST TR EXCHANGE-TRADED FD6.8K shares-22.38%2025-12-312026-02-09 PPA INVESCO EXCHANGE TRADED FD T1.6K shares-16.67%2025-12-312026-02-09 RTX RTX CORPORATION1.3K shares0.75%2025-12-312026-02-09 NUDM NUSHARES ETF TR6.2K shares6.25%2025-12-312026-02-09 GS GOLDMAN SACHS GROUP INC254 shares-10.88%2025-12-312026-02-09 ARKK ARK ETF TR2.7K shares0.44%2025-12-312026-02-09 VEA VANGUARD TAX-MANAGED FDS3.3K shares-3.08%2025-12-312026-02-09 VMC VULCAN MATLS CO702 shares0.14%2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available