MARSHALL INVESTMENT MANAGEMENT, LLC
Q4 2024 13F Holdings
- Locationlittleton, CO
- Num holdings
135
- Value ($000)
$169,723
- Date Filed02/03/2025
- Form type13F-HR
- CIK0002022427
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPYV SPDR PORTFOLIO | MF CLOSED AND MF OPEN | 78464A508 | $8.30M | 5 % | 156,990 | ||
BRK.B BERKSHIRE HATHAWAY | COMMON STOCK | 084670702 | $8.19M | 5 % | 17,789 | ||
MSFT MICROSOFT CORP | COMMON STOCK | 594918104 | $7.45M | 4 % | 17,305 | ||
RDVY FIRST TRUST | MF CLOSED AND MF OPEN | 33738R506 | $6.75M | 4 % | 114,021 | ||
AIRR FIRST TRUST | MF CLOSED AND MF OPEN | 33738R704 | $6.54M | 4 % | 87,551 | ||
SPY SPDR S&P | MF CLOSED AND MF OPEN | 78462F103 | $6.00M | 4 % | 10,455 | ||
XMMO INVESCO S&P | MF CLOSED AND MF OPEN | 46137V464 | $5.43M | 3 % | 45,103 | ||
MFUS PIMCO EQUITY | MF CLOSED AND MF OPEN | 72202L363 | $5.40M | 3 % | 107,778 | ||
FIRST TRUST | MF CLOSED AND MF OPEN | 33738R605 | $5.39M | 3 % | 92,504 | ||
IGPT INVESCO NEXT | MF CLOSED AND MF OPEN | 46137V639 | $5.21M | 3 % | 114,588 |
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