MARSHALL INVESTMENT MANAGEMENT, LLC
Q1 2025 13F Holdings
- Locationlittleton, CO
- Num holdings
252
- Value ($000)
$160,992
- Date Filed05/07/2025
- Form type13F-HR
- CIK0002022427
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $10.26M | 6 % | 35,611 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $9.40M | 6 % | 17,646 | ||
RDVY FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | $7.91M | 5 % | 135,196 | ||
FVD FIRST TR VALUE LINE DIVID IN | SHS | 33734H106 | $7.04M | 4 % | 157,777 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $6.90M | 4 % | 12,342 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $6.73M | 4 % | 17,936 | ||
AMZN AMAZON COM INC | COM | 023135106 | $4.92M | 3 % | 25,867 | ||
NOBL PROSHARES TR | S&P 500 DV ARIST | 74348A467 | $4.45M | 3 % | 43,578 | ||
AAPL APPLE INC | COM | 037833100 | $3.96M | 3 % | 17,809 | ||
MFUS PIMCO EQUITY SER | RAFI DYN ML US | 72202L363 | $3.94M | 2 % | 78,445 |
Rows Per Page
10
- 10
- 50
- 100