Marshall Investment Management, LLC Purchases in Q3 2025

Marshall Investment Management, LLC

  • $189 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
632
+ 36.98%
$567.77 - $614.76 $359K - $389K
2.34K $1.43B
VUG
Vanguard Growth ETF

ETFs
940
New
$433.97 - $484.08 $408K - $455K
940 $451M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
7.55K
New
$52.31 - $56.47 $395K - $426K
7.55K $426M
LMT
Lockheed Martin Corp

Industrials
836
New
$410.74 - $499.21 $343K - $417K
836 $417M
FTHI
First Trust Exchange Traded Fd

ETFs
16.7K
New
$22.76 - $23.92 $380K - $400K
16.7K $396M
FTQI
First Trust ETF Vi First Trust

ETFs
18.4K
New
$19.5 - $20.79 $360K - $383K
18.4K $380M
EMLP
First Tr Exchange Traded Iv

ETFs
8.74K
New
$36.99 - $38.38 $323K - $335K
8.74K $334M
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.93K
New
$139.82 - $155.45 $270K - $300K
1.93K $300M
FMB
First Tr Exchange Traded Fd Ii

ETFs
5.54K
New
$49.32 - $50.93 $273K - $282K
5.54K $281M
V
Visa Inc.

Financial Services
758
New
$332.09 - $358.86 $252K - $272K
758 $259M
HYXF
Ishares Tr Esg Advanced High Y

ETFs
5.16K
New
$46.88 - $47.56 $242K - $245K
5.16K $245M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2.73K
New
$68.94 - $86.3 $188K - $236K
2.73K $236M
RTX
Raytheon Technologies Corp

Industrials
1.33K
New
$144.19 - $167.33 $192K - $223K
1.33K $223M
PLTR
Palantir Technologies Inc.

Technology
1.22K
New
$130.68 - $186.97 $160K - $228K
1.22K $223M
NUDM
Nuveen Esg International Devel

ETFs
5.81K
New
$34.72 - $37.63 $202K - $219K
5.81K $218M
JHMM
John Hancock Multifactor Mid C

ETFs
2.76K
+ 24.92%
$61.22 - $65.26 $169K - $180K
13.8K $895M
VMC
Vulcan Materials CO

Basic Materials
701
New
$260.62 - $307.62 $183K - $216K
701 $216M
FNX
First Tr Mid Cap Core Alphadex

ETFs
1.66K
New
$115.08 - $126.88 $191K - $211K
1.66K $208M
VEA
Vanguard Ftse Developed Market

ETFs
3.44K
New
$56.02 - $60.3 $193K - $208K
3.44K $206M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.56K
+ 12.75%
$28.92 - $32.19 $45.1K - $50.2K
13.8K $440M
WEC
Wec Energy Group, Inc.

Utilities
37
+ 0.85%
$103.66 - $114.59 $3.84K - $4.24K
4.41K $505M
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.71%
$696.56 - $806.32 $1.39K - $1.61K
285 $227M
Activity Summary
Buys All Purchases 73 New Holdings 51 Increased Positions 22 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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