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
GLD
Spdr Gold Trust

ETFs
45.1K
+ 1350.97%
$300.96 - $355.47 $13.6M - $16M
48.5K $17.2B
CGGR
Capital Group Growth ETF Shs C

ETFs
203K
New
$40.2 - $44.58 $8.17M - $9.06M
203K $8.93B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
17.4K
New
$459.11 - $506.91 $7.97M - $8.8M
17.4K $8.73B
MFUS
Pimco Rafi Dynamic Multi Facto

ETFs
154K
+ 3528.58%
$52.8 - $56.25 $8.14M - $8.67M
159K $8.92B
FGRO
Fidelity Covington Tr

ETFs
290K
+ 1747.55%
N/A
306K $9.02B
Fidelity Covington Trust
237K
+ 3801.2%
N/A
243K $8.79B
MSFT
Microsoft Corp

Technology
13K
+ 300.58%
$491.09 - $535.64 $6.4M - $6.98M
17.4K $8.99B
AMZN
Amazon Com Inc

Consumer Cyclical
24.4K
+ 967.66%
$211.65 - $238.24 $5.17M - $5.82M
27K $5.92B
SPY
Spdr S&P 500 ETF Trust

ETFs
7.59K
+ 253.36%
$617.65 - $666.84 $4.69M - $5.06M
10.6K $7.05B
NVDA
Nvidia Corp

Technology
26K
New
$153.3 - $186.58 $3.98M - $4.85M
26K $4.85B
AAPL
Apple Inc.

Technology
16.3K
+ 894.83%
$202.38 - $256.87 $3.29M - $4.18M
18.1K $4.61B
JPM
Jpmorgan Chase & CO

Financial Services
12.9K
+ 896.95%
$282.78 - $316.06 $3.65M - $4.09M
14.4K $4.53B
GOOG
Alphabet Inc.

Communication Services
16.5K
New
$175.16 - $255.24 $2.89M - $4.21M
16.5K $4.02B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
37.5K
New
$82.22 - $96.68 $3.09M - $3.63M
37.5K $3.63B
CRWD
Crowd Strike Holdings, Inc.

Technology
7.13K
New
$412.46 - $514.1 $2.94M - $3.67M
7.13K $3.5B
META
Meta Platforms, Inc.

Communication Services
4.37K
New
$695.21 - $791.73 $3.04M - $3.46M
4.37K $3.21B
XAR
Spdr S&P Aerospace & Defense E

ETFs
12K
New
$205.52 - $234.96 $2.46M - $2.82M
12K $2.82B
WMT
Walmart Inc.

Consumer Defensive
26.5K
New
$94.4 - $104.27 $2.5M - $2.76M
26.5K $2.73B
DUK
Duke Energy Corp

Utilities
21.7K
New
$116.31 - $125.93 $2.52M - $2.73M
21.7K $2.69B
LLY
Eli Lilly & CO

Healthcare
3.38K
New
$625.65 - $812.69 $2.11M - $2.74M
3.38K $2.58B
LIT
Global X Fds Global X Lithium

ETFs
44.8K
New
$38.41 - $56.85 $1.72M - $2.55M
44.8K $2.55B
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
18.5K
New
$105.16 - $140.03 $1.95M - $2.59M
18.5K $2.51B
VZ
Verizon Communications Inc

Communication Services
56.7K
New
$40.84 - $45.06 $2.31M - $2.55M
56.7K $2.49B
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
127K
+ 1013.37%
$18.93 - $19.47 $2.41M - $2.48M
140K $2.71B
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
46.8K
+ 460.05%
$43.35 - $50.12 $2.03M - $2.35M
57K $2.86B
XSMO
Invesco S&P Smallcap Momentum

ETFs
28.6K
New
$67.1 - $74.29 $1.92M - $2.13M
28.6K $2.11B
XLF
Financial Sector Spdr

ETFs
38.8K
New
$51.37 - $54.25 $1.99M - $2.11M
38.8K $2.09B
FDL
First Tr Morningstar Dividend

ETFs
46.2K
New
$41.96 - $44.59 $1.94M - $2.06M
46.2K $2B
PAVE
Global X Fds Us Infrastructure

ETFs
40.5K
New
$44.02 - $47.63 $1.78M - $1.93M
40.5K $1.93B
TDIV
First Trust Nasdaq Technology

ETFs
19.1K
New
$89.27 - $100.33 $1.71M - $1.92M
19.1K $1.88B
AMGN
Amgen Inc

Healthcare
6.46K
New
$271.18 - $309.22 $1.75M - $2M
6.46K $1.82B
JNJ
Johnson & Johnson

Healthcare
9.15K
New
$155.17 - $185.42 $1.42M - $1.7M
9.15K $1.7B
XLI
Industrial Sector Spdr

ETFs
10.7K
New
$147.94 - $154.99 $1.59M - $1.67M
10.7K $1.66B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
42.1K
New
$35.42 - $38.65 $1.49M - $1.63M
42.1K $1.6B
ARKW
Ark Next Generation Internet E

ETFs
6.69K
+ 49.85%
$144.46 - $174.76 $967K - $1.17M
20.1K $3.51B
EIPX
First Tr Exc Trd Fd Iv Ft Ener
46.8K
New
N/A
46.8K $1.22B
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
8.31K
+ 105.19%
$134.42 - $141.26 $1.12M - $1.17M
16.2K $2.29B
XLU
Utilities Sector Spdr

ETFs
13.5K
New
$81.14 - $87.32 $1.09M - $1.18M
13.5K $1.18B
FV
First Trust Dorsey Wright Focu

ETFs
15.5K
+ 41.6%
$59.23 - $62.14 $918K - $964K
52.8K $3.27B
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
33.7K
New
$23.39 - $28.55 $789K - $963K
33.7K $963M
FVD
First Tr Value Line Divid Inde

ETFs
19.2K
+ 45.1%
$44.73 - $46.86 $858K - $899K
61.7K $2.85B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
11.8K
New
$70.85 - $76.96 $837K - $909K
11.8K $898M
FIW
First Trust Water ETF

ETFs
7.54K
New
$107.54 - $115.08 $811K - $868K
7.54K $847M
FTCS
First Trust Capital Strength E

ETFs
7.24K
+ 39.6%
$89.72 - $93.74 $650K - $679K
25.5K $2.39B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.33K
New
$224.68 - $282.71 $522K - $657K
2.33K $649M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
20.1K
New
N/A
20.1K $519M
JGRO
J P Morgan Exchange Traded Fd
5.17K
New
N/A
5.17K $484M
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.42K
New
$187.97 - $199.47 $454K - $482K
2.42K $482M
KIE
Spdr S&P Insurance ETF

ETFs
7.94K
New
$55.71 - $59.62 $442K - $473K
7.94K $471M
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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