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Marshall Investment Management

Latest statistics and disclosures from Marshall Investment Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002022427

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Portfolio Holdings for Marshall Investment Management

Marshall Investment Management holds 252 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Spdr Gold Tr Gold Shs (GLD)	6.4	$10M	36k	288.14	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	5.8	$9.4M	18k	532.58	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	4.9	$7.9M	135k	58.54	View chart
First Tr Value Line Divid In SHS (FVD)	4.4	$7.0M	158k	44.59	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.3	$6.9M	12k	559.40	View chart
Microsoft Corporation (MSFT)	4.2	$6.7M	18k	375.39	View chart
Amazon (AMZN)	3.1	$4.9M	26k	190.26	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	2.8	$4.5M	44k	102.18	View chart
Apple (AAPL)	2.5	$4.0M	18k	222.13	View chart
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)	2.4	$3.9M	78k	50.22	View chart
Principal Exchange Traded Us Mega Cp Etf (USMC)	2.4	$3.8M	68k	56.78	View chart
Capital Group Conservative E SHS (CGCV)	2.4	$3.8M	141k	27.11	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	2.4	$3.8M	107k	35.64	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	2.3	$3.8M	55k	68.21	View chart
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ)	2.3	$3.7M	111k	33.65	View chart
JPMorgan Chase & Co. (JPM)	2.2	$3.5M	14k	245.30	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	1.9	$3.1M	56k	54.86	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	1.8	$2.9M	158k	18.70	View chart
Exxon Mobil Corporation (XOM)	1.8	$2.9M	24k	118.93	View chart
NVIDIA Corporation (NVDA)	1.7	$2.8M	26k	108.38	View chart
Eli Lilly & Co. (LLY)	1.7	$2.8M	3.4k	825.93	View chart
Duke Energy Corp Com New (DUK)	1.6	$2.6M	21k	121.97	View chart
Crowdstrike Hldgs Cl A (CRWD)	1.6	$2.6M	7.4k	352.58	View chart
Alphabet Cap Stk Cl C (GOOG)	1.6	$2.5M	16k	156.23	View chart
First Tr Morningstar Divid L SHS (FDL)	1.6	$2.5M	58k	43.44	View chart
Meta Platforms Cl A (META)	1.6	$2.5M	4.3k	576.37	View chart
Verizon Communications (VZ)	1.5	$2.4M	54k	45.36	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	1.5	$2.4M	36k	68.80	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.5	$2.3M	26k	89.64	View chart
Wal-Mart Stores (WMT)	1.4	$2.3M	26k	87.79	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	1.2	$2.0M	31k	62.75	View chart
Amgen (AMGN)	1.2	$1.9M	6.2k	311.55	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	1.2	$1.9M	16k	120.93	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.9	$1.5M	16k	94.67	View chart
Johnson & Johnson (JNJ)	0.9	$1.5M	8.8k	165.85	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.9	$1.4M	20k	73.27	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.9	$1.4M	42k	33.50	View chart
Spdr Ser Tr S&p Ins Etf (KIE)	0.9	$1.4M	23k	60.53	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.8	$1.3M	34k	37.73	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$1.3M	2.5k	513.81	View chart
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)	0.7	$1.2M	9.4k	124.59	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.7	$1.1M	14k	78.85	View chart
Spdr Ser Tr Oilgas Equip (XES)	0.7	$1.1M	15k	71.36	View chart
First Tr Exchange-traded Energy Inm Partn (EIPX)	0.7	$1.1M	40k	26.05	View chart
Invesco Exchange Traded Fd T Oil & Gas Servic (PXJ)	0.6	$1.0M	41k	25.64	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.5	$825k	7.6k	108.98	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.5	$779k	7.7k	100.71	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.5	$756k	12k	63.00	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.4	$564k	11k	53.52	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.3	$507k	2.8k	184.19	View chart
Wec Energy Group (WEC)	0.3	$473k	4.3k	108.98	View chart
Lockheed Martin Corporation (LMT)	0.3	$450k	1.0k	446.92	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.3	$404k	17k	23.72	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.2	$365k	17k	21.86	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	0.2	$348k	18k	18.85	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$346k	14k	25.04	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$312k	4.2k	73.79	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.2	$308k	4.0k	77.43	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.2	$304k	8.1k	37.49	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$288k	1.7k	166.01	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$278k	5.5k	50.42	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$254k	685.00	370.82	View chart
Occidental Petroleum Corporation (OXY)	0.2	$254k	5.1k	49.36	View chart
CVS Caremark Corporation (CVS)	0.2	$251k	3.7k	67.75	View chart
Visa Com Cl A (V)	0.2	$245k	699.00	350.46	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$232k	948.00	244.64	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$224k	1.9k	116.56	View chart
Ishares Tr Esg Advncd Hy Bd (HYXF)	0.1	$223k	4.8k	46.31	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$218k	4.3k	51.07	View chart
Raytheon Technologies Corp (RTX)	0.1	$187k	1.4k	132.44	View chart
Philip Morris International (PM)	0.1	$171k	1.1k	158.69	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$169k	907.00	186.29	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$168k	5.3k	31.85	View chart
First Tr Exchange Traded Nasdq Oil Gas (FTXN)	0.1	$166k	5.5k	30.28	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$166k	2.9k	57.31	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$164k	3.2k	50.83	View chart
Vulcan Materials Company (VMC)	0.1	$163k	699.00	233.23	View chart
Goldman Sachs (GS)	0.1	$154k	282.00	546.66	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$154k	596.00	258.62	View chart
Us Bancorp Del Com New (USB)	0.1	$153k	3.6k	42.22	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$152k	1.6k	93.44	View chart
Coca-Cola Company (KO)	0.1	$148k	2.1k	71.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$144k	256.00	561.90	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$129k	2.7k	47.59	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$125k	2.4k	51.05	View chart
Cisco Systems (CSCO)	0.1	$119k	1.9k	61.72	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$110k	1.8k	61.78	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$105k	2.7k	38.41	View chart
Palo Alto Networks (PANW)	0.1	$104k	612.00	170.64	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$101k	5.7k	17.59	View chart
United Parcel Service CL B (UPS)	0.1	$93k	844.00	109.99	View chart
SYSCO Corporation (SYY)	0.1	$85k	1.1k	75.04	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$83k	328.00	251.77	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.1	$82k	2.4k	34.21	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.0	$78k	1.8k	42.92	View chart
Palantir Technologies Cl A (PLTR)	0.0	$77k	917.00	84.40	View chart
Costco Wholesale Corporation (COST)	0.0	$75k	79.00	945.78	View chart
Nasdaq Omx (NDAQ)	0.0	$74k	972.00	75.89	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.0	$73k	1.8k	40.78	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.0	$70k	1.4k	49.16	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.0	$65k	1.9k	34.91	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.0	$60k	905.00	66.26	View chart
Oracle Corporation (ORCL)	0.0	$60k	428.00	139.81	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.0	$56k	1.9k	29.94	View chart
Mannkind Corp Com New (MNKD)	0.0	$55k	11k	5.03	View chart
Black Hills Corporation (BKH)	0.0	$55k	901.00	60.62	View chart
Micron Technology (MU)	0.0	$53k	613.00	86.85	View chart
Spdr Ser Tr Spdr Msci Usa Ge (SHE)	0.0	$52k	458.00	114.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$52k	335.00	154.87	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$52k	275.00	188.16	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$49k	756.00	64.52	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$48k	355.00	134.30	View chart
Home Depot (HD)	0.0	$40k	110.00	366.48	View chart
Commerce Bancshares (CBSH)	0.0	$39k	627.00	62.26	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$39k	458.00	85.08	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.0	$38k	1.2k	31.34	View chart
Altria (MO)	0.0	$38k	624.00	60.02	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$37k	1.4k	26.58	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$36k	236.00	153.36	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.0	$36k	1.2k	29.29	View chart
Mastercard Incorporated Cl A (MA)	0.0	$34k	62.00	543.66	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.0	$33k	556.00	59.83	View chart
McDonald's Corporation (MCD)	0.0	$33k	105.00	312.36	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$33k	61.00	533.48	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$32k	162.00	198.96	View chart
Merck & Co (MRK)	0.0	$31k	350.00	89.79	View chart
Fiserv (FI)	0.0	$31k	140.00	220.83	View chart
MercadoLibre (MELI)	0.0	$29k	15.00	1950.87	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$29k	431.00	67.85	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.0	$28k	1.1k	25.51	View chart
Nano Nuclear Energy (NNE)	0.0	$27k	1.0k	26.46	View chart
Starbucks Corporation (SBUX)	0.0	$27k	270.00	98.09	View chart
Lowe's Companies (LOW)	0.0	$26k	113.00	233.23	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.0	$26k	225.00	113.60	View chart
Kimberly-Clark Corporation (KMB)	0.0	$25k	174.00	142.22	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.0	$24k	353.00	67.42	View chart
Roblox Corp Cl A (RBLX)	0.0	$24k	408.00	58.29	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.0	$23k	207.00	113.13	View chart
Spdr Ser Tr Nyse Tech Etf (XNTK)	0.0	$23k	121.00	192.36	View chart
Boeing Company (BA)	0.0	$22k	130.00	170.55	View chart
International Business Machines (IBM)	0.0	$22k	87.00	248.66	View chart
Royal Caribbean Cruises (RCL)	0.0	$21k	100.00	205.44	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$20k	888.00	22.08	View chart
Tesla Motors (TSLA)	0.0	$18k	68.00	259.16	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.0	$17k	381.00	43.87	View chart
American Electric Power Company (AEP)	0.0	$16k	150.00	109.27	View chart
Toll Brothers (TOL)	0.0	$16k	154.00	105.62	View chart
Ethan Allen Interiors (ETD)	0.0	$16k	576.00	27.68	View chart
Cheniere Energy Partners Com Unit (CQP)	0.0	$16k	240.00	65.96	View chart
DNP Select Income Fund (DNP)	0.0	$16k	1.6k	9.89	View chart
ConocoPhillips (COP)	0.0	$16k	150.00	105.29	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$16k	169.00	92.83	View chart
UnitedHealth (UNH)	0.0	$16k	30.00	520.50	View chart
Pepsi (PEP)	0.0	$15k	100.00	149.94	View chart
Iridium Communications (IRDM)	0.0	$14k	518.00	27.30	View chart
Vaneck Etf Trust Oil Refiners Etf (CRAK)	0.0	$14k	480.00	28.72	View chart
National Storage Affiliates Com Shs Ben In (NSA)	0.0	$14k	349.00	39.40	View chart
Goldman Sachs Bdc SHS (GSBD)	0.0	$14k	1.2k	11.63	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.0	$13k	95.00	135.57	View chart
Franco-Nevada Corporation (FNV)	0.0	$13k	82.00	156.88	View chart
Tidal Etf Tr Rpar Risk Pari (RPAR)	0.0	$12k	620.00	19.69	View chart
Nextera Energy (NEE)	0.0	$11k	161.00	70.96	View chart
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT)	0.0	$11k	274.00	40.42	View chart
Bank of America Corporation (BAC)	0.0	$11k	265.00	41.66	View chart
Kraft Heinz (KHC)	0.0	$11k	355.00	30.46	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$9.8k	101.00	96.81	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.0	$9.8k	101.00	96.76	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.0	$9.3k	660.00	14.16	View chart
Shell Spon Ads (SHEL)	0.0	$8.9k	122.00	72.99	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.0	$8.6k	414.00	20.76	View chart
Public Service Enterprise (PEG)	0.0	$8.2k	100.00	82.30	View chart
Gitlab Class A Com (GTLB)	0.0	$7.5k	160.00	47.00	View chart
First Tr Exchange Traded Indxx Nat Re Etf (FTRI)	0.0	$7.4k	560.00	13.24	View chart
Electromed (ELMD)	0.0	$7.2k	300.00	23.86	View chart
Restaurant Brands Intl Inc Com equity / large cap (QSR)	0.0	$7.0k	105.00	66.64	View chart
EXACT Sciences Corporation (EXAS)	0.0	$6.5k	150.00	43.29	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.0	$6.3k	138.00	45.57	View chart
Air Products & Chemicals (APD)	0.0	$5.9k	20.00	294.90	View chart
Ishares Tr New York Mun Etf (NYF)	0.0	$5.9k	112.00	52.65	View chart
Prudential Financial (PRU)	0.0	$5.5k	49.00	111.67	View chart
Walt Disney Company (DIS)	0.0	$4.9k	50.00	98.70	View chart
Lpl Financial Holdings (LPLA)	0.0	$4.9k	15.00	327.13	View chart
Waste Connections (WCN)	0.0	$4.9k	25.00	195.20	View chart
Epr Pptys Com Sh Ben Int (EPR)	0.0	$4.6k	88.00	52.61	View chart
Booking Holdings (BKNG)	0.0	$4.6k	1.00	4607.00	View chart
Aurora Innovation Class A Com (AUR)	0.0	$4.6k	679.00	6.72	View chart
BP Sponsored Adr (BP)	0.0	$4.3k	129.00	33.66	View chart
Axon Enterprise (AXON)	0.0	$4.2k	8.00	526.00	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.0	$3.9k	200.00	19.53	View chart
Hp (HPQ)	0.0	$3.9k	140.00	27.69	View chart
Super Micro Computer Com New (SMCI)	0.0	$3.7k	107.00	34.24	View chart
Comcast Corp Cl A (CMCSA)	0.0	$3.5k	96.00	36.90	View chart
Duolingo Cl A Com (DUOL)	0.0	$3.4k	11.00	310.55	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.0	$3.4k	85.00	40.16	View chart
Procter & Gamble Company (PG)	0.0	$3.4k	20.00	170.40	View chart
Cloudflare Cl A Com (NET)	0.0	$3.4k	30.00	112.70	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$3.3k	7.00	468.86	View chart
UMH Properties (UMH)	0.0	$3.2k	172.00	18.70	View chart
West Fraser Timb (WFG)	0.0	$3.1k	40.00	76.95	View chart
Ge Vernova (GEV)	0.0	$3.1k	10.00	305.30	View chart
MetLife (MET)	0.0	$3.1k	38.00	80.29	View chart
Constellation Energy (CEG)	0.0	$3.0k	15.00	202.00	View chart
Arista Networks Com Shs (ANET)	0.0	$2.8k	36.00	77.47	View chart
Applovin Corp Com Cl A (APP)	0.0	$2.7k	10.00	265.00	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.0	$2.6k	75.00	35.05	View chart
Servicenow (NOW)	0.0	$2.4k	3.00	796.00	View chart
Sterling Construction Company (STRL)	0.0	$2.4k	21.00	113.19	View chart
M&T Bank Corporation (MTB)	0.0	$2.3k	13.00	178.77	View chart
Cadence Design Systems (CDNS)	0.0	$2.3k	9.00	254.33	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$2.3k	38.00	59.95	View chart
Ceribell (CBLL)	0.0	$2.3k	118.00	19.21	View chart
Tempus Ai Cl A (TEM)	0.0	$2.1k	44.00	48.25	View chart
Honeywell International (HON)	0.0	$2.1k	10.00	211.80	View chart
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG)	0.0	$2.1k	47.00	43.83	View chart
Dell Technologies CL C (DELL)	0.0	$2.0k	22.00	89.86	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.0	$1.9k	67.00	29.03	View chart
Toyota Motor Corp Ads (TM)	0.0	$1.9k	11.00	176.55	View chart
Norwegian Cruise Line Hldg L SHS (NCLH)	0.0	$1.9k	100.00	18.96	View chart
Sentinelone Cl A (S)	0.0	$1.9k	102.00	18.18	View chart
Spdr Ser Tr S&p Metals Mng (XME)	0.0	$1.7k	31.00	56.13	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$1.7k	24.00	72.21	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$1.7k	6.00	275.83	View chart
Tractor Supply Company (TSCO)	0.0	$1.7k	30.00	55.10	View chart
Serve Robotics (SERV)	0.0	$1.6k	272.00	5.75	View chart
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)	0.0	$1.5k	15.00	101.20	View chart
Maximus (MMS)	0.0	$1.1k	16.00	68.19	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.0	$988.999500	15.00	65.93	View chart
Cigna Corp (CI)	0.0	$987.000000	3.00	329.00	View chart
Reddit Cl A (RDDT)	0.0	$733.999700	7.00	104.86	View chart
BorgWarner (BWA)	0.0	$716.000000	25.00	28.64	View chart
Etf Ser Solutions Defiance Next Ge (HDRO)	0.0	$655.000800	24.00	27.29	View chart
First Tr Exchange Traded Indxx Global Agr (FTAG)	0.0	$620.999600	26.00	23.88	View chart
Cameco Corporation (CCJ)	0.0	$616.999500	15.00	41.13	View chart
PG&E Corporation (PCG)	0.0	$515.001000	30.00	17.17	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$497.999700	11.00	45.27	View chart
Colgate-Palmolive Company (CL)	0.0	$375.000000	4.00	93.75	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$347.000000	2.00	173.50	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$323.000000	2.00	161.50	View chart
Molson Coors Beverage CL B (TAP)	0.0	$304.000000	5.00	60.80	View chart
General Mills (GIS)	0.0	$299.000000	5.00	59.80	View chart
Net Power Com Cl A (NPWR)	0.0	$263.000000	100.00	2.63	View chart
Viatris (VTRS)	0.0	$261.000000	30.00	8.70	View chart
Ford Motor Company (F)	0.0	$231.000500	23.00	10.04	View chart
Brighthouse Finl (BHF)	0.0	$174.000000	3.00	58.00	View chart
Novavax Com New (NVAX)	0.0	$146.999900	23.00	6.39	View chart
Encompass Health Corp (EHC)	0.0	$102.000000	1.00	102.00	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.0	$51.000000	1.00	51.00	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$41.000000	1.00	41.00	View chart
Marriott Intl Cl A (MAR)	0.0	$0	0	0.00	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$0	0	0.00	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$0	0	0.00	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$0	0	0.00	View chart

Past Filings by Marshall Investment Management

SEC 13F filings are viewable for Marshall Investment Management going back to 2025

Marshall Investment Management 2025 Q1 filed May 8, 2025

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