Marshall Investment Management, LLC Purchases in Q4 2024

Marshall Investment Management, LLC

  • $170 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
275
New
$183.23 - $199.79 $50.4K - $54.9K
275 $52.2M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
455
New
$113.29 - $121.45 $51.5K - $55.3K
455 $51.7M
GOOGL
Alphabet Inc.

Communication Services
310
New
$161.86 - $196.66 $50.2K - $61K
310 $51.4M
ARKQ
Ark Autonomous Technology & Ro

ETFs
805
New
$60.57 - $82.2 $48.8K - $66.2K
805 $49M
DVY
Ishares Tr

ETFs
348
New
$129.55 - $143.41 $45.1K - $49.9K
348 $47.1M
MRK
Merck & Co., Inc.

Healthcare
370
New
$96.31 - $114.76 $35.6K - $42.5K
370 $42.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
390
New
$25.93 - $105.3 $10.1K - $41.1K
390 $40.6M
HD
Home Depot, Inc.

Consumer Cyclical
100
New
$385.02 - $431.37 $38.5K - $43.1K
100 $40.5M
IWR
Ishares Russell Mid Cap ETF

ETFs
454
New
$87.25 - $95.52 $39.6K - $43.4K
454 $40.1M
MCD
Mcdonalds Corp

Consumer Cyclical
120
New
$288.47 - $316.54 $34.6K - $38K
120 $36.6M
IWM
Ishares Russell 2000 ETF

ETFs
160
New
$216.13 - $242.4 $34.6K - $38.8K
160 $35.5M
CBSH
Commerce Bancshares Inc

Financial Services
593
New
$57.04 - $74.36 $33.8K - $44.1K
593 $35.2M
ITA
Ishares Tr

ETFs
235
New
$144.31 - $157.31 $33.9K - $37K
235 $35.2M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
543
New
$59.74 - $60.03 $32.4K - $32.6K
543 $32.5M
MO
Altria Group, Inc.

Consumer Defensive
624
New
$49.06 - $57.74 $30.6K - $36K
624 $31.8M
MDLZ
Mondelez International, Inc.

Consumer Defensive
431
New
$59.25 - $72.99 $25.5K - $31.5K
431 $31.8M
MELI
Mercadolibre Inc

Consumer Cyclical
15
New
$1666.0 - $2117.3 $25K - $31.8K
15 $30.8M
LOW
Lowes Companies Inc

Consumer Cyclical
113
New
$244.52 - $284.07 $27.6K - $32.1K
113 $30.6M
MA
Mastercard Inc

Financial Services
61
New
$491.3 - $536.15 $30K - $32.7K
61 $30.3M
SBUX
Starbucks Corp

Consumer Cyclical
309
New
$87.44 - $102.5 $27K - $31.7K
309 $30.2M
UNH
Unitedhealth Group Inc

Healthcare
51
New
$485.52 - $625.25 $24.8K - $31.9K
51 $30.2M
T
At&T Inc.

Communication Services
1.29K
New
$21.22 - $23.88 $27.3K - $30.7K
1.29K $28.3M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
232
New
$112.69 - $123.97 $26.1K - $28.8K
232 $26.6M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
207
New
$119.34 - $127.78 $24.7K - $26.5K
207 $26.3M
FTGC
First Trust Global Tactical CO

ETFs
1.09K
New
$23.23 - $24.25 $25.3K - $26.4K
1.09K $25.8M
FISV
Fiserv Inc

Technology
140
New
N/A
140 $25.2M
KMB
Kimberly Clark Corp

Consumer Defensive
174
New
$130.37 - $146.09 $22.7K - $25.4K
174 $24.8M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
406
New
$58.39 - $67.04 $23.7K - $27.2K
406 $24.1M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
121
New
$194.9 - $214.12 $23.6K - $25.9K
121 $23.9M
TOL
Toll Brothers, Inc.

Consumer Cyclical
153
New
$123.8 - $167.8 $18.9K - $25.7K
153 $23.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
296
New
$22.4 - $68.28 $6.63K - $20.2K
296 $20.1M
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
1.22K
New
$11.82 - $13.73 $14.4K - $16.8K
1.22K $16.5M
DNP
Dnp Select Income Fund Inc

Financial Services
1.6K
New
$8.82 - $9.96 $14.1K - $15.9K
1.6K $16.1M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
1.17K
New
$12.1 - $13.76 $14.1K - $16K
1.17K $16M
Activity Summary
Buys All Purchases 135 New Holdings 135 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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