MARSHALL INVESTMENT MANAGEMENT, LLC
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationlittleton, CO
- CIK0002022427
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
27 | $21.05M | FIRST TR EXCHANGE-TRADED FD, MSFT, ARKW, FVD | 13F-HR | Aug 13, 2025 | 000142050625001991 | ||
252 | $160.99M | GQ9, BRK.B, RDVY, FVD | 13F-HR | May 7, 2025 | 000142050625000926 | ||
135 | $169.72M | SPYV, BRK.B, MSFT, RDVY | 13F-HR | Feb 3, 2025 | 000198615225000015 |