MARSHALL INVESTMENT MANAGEMENT, LLC
Q2 2025 13F Holdings
- Locationlittleton, CO
- Num holdings
27
- Value ($000)
$21,047
- Date Filed08/13/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FIRST TR EXCHANGE TRADED FD | DORSEY WRT 5 ETF | 33738R605 | $2.21M | 11 % | 37,278 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $2.16M | 10 % | 4,334 | ||
ARKW ARK ETF TR | NEXT GNRTN INTER | 00214Q401 | $1.98M | 9 % | 13,427 | ||
FVD FIRST TR EXCHANGE-TRADED FD | SHS | 33734H106 | $1.90M | 9 % | 42,535 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $1.85M | 9 % | 2,995 | ||
FTCS FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 | $1.66M | 8 % | 18,290 | ||
QQEW FIRST TR EXCHANGE-TRADED FD | SHS | 337344105 | $1.08M | 5 % | 7,897 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $1.02M | 5 % | 3,341 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $970.61K | 5 % | 1,709 | ||
JHMM JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | 47804J206 | $676.89K | 3 % | 11,073 |
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