Filer Name: MARSHALL INVESTMENT MANAGEMENT, LLC
CIK: 2022427
Period: 2024-12-31
Filed At: 2025-02-04
Number of Holdings: 135
Portfolio Value: $0.17B

Marshall Investment Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SPYV US SPDR PORT S&P 500 VALUE 156,990 $8M 4.89% - -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 17,789 $8M 4.82% - -
MSFT US MICROSOFT CORP 17,305 $7M 4.39% - -
RDVY US FIRST TRUST RISING DIVIDEND 114,021 $7M 3.98% - -
AIRR US FIRST TRUST RBA AMERICAN IND 87,551 $7M 3.85% - -
SPY US SPDR S&P 500 ETF TRUST 10,455 $6M 3.53% - -
XMMO US INVESCO S&P MIDCAP MOMENTUM 45,103 $5M 3.20% - -
MFUS US PIMCO RAFI DYNAMIC MULTI-FAC 107,778 $5M 3.18% - -
FV US FIRST TRUST DW FOCUS 5 FUND 92,504 $5M 3.18% - -
IGPT US INVESCO AI AND NEXT GEN SOFT 114,588 $5M 3.07% - -
SOXQ US INVESCO PHLX SEMICONDUCTOR 127,110 $5M 3.05% - -
FYC US FIRST TRUST SMALL CAP GROWTH 66,330 $5M 2.91% - -
AAPL US APPLE INC 20,870 $5M 2.87% - -
RFG US INVESCO S&P MIDCAP 400 PURE 98,166 $5M 2.84% - -
AMZN US AMAZON.COM INC 24,577 $5M 2.70% - -
IDHQ US INVESCO S&P INTERNATIONAL DE 130,451 $4M 2.44% - -
GRPM US INVESCO S&P MIDCAP 400 GARP 32,188 $4M 2.22% - -
FPEI US FIRST TRUST INSTITUTIONAL PR 181,980 $3M 2.04% - -
NVDA US NVIDIA CORP 28,200 $3M 2.02% - -
JPM US JPMORGAN CHASE & CO 15,568 $3M 1.93% - -
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