Marshall Investment Management, LLC New Holdings in Q3 2025

Marshall Investment Management, LLC

  • $189 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
NVDA
Nvidia Corp

Technology
26K
New
$153.3 - $186.58 $3.98M - $4.85M
26K $4.85B
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
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
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
EIPX
First Tr Exc Trd Fd Iv Ft Ener
46.8K
New
N/A
46.8K $1.22B
XLU
Utilities Sector Spdr

ETFs
13.5K
New
$81.14 - $87.32 $1.09M - $1.18M
13.5K $1.18B
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
33.7K
New
$23.39 - $28.55 $789K - $963K
33.7K $963M
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
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
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
AVGO
Broadcom Inc.

Technology
744
New
$264.74 - $369.57 $197K - $275K
744 $245M
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
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
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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