MondegarAI
MARSHALL INVESTMENT MANAGEMENT, LLC

Q1 2025 · 13F-HR

MARSHALL INVESTMENT MANAGEMENT, LLCholdings as filed

Filed 2025-05-08 · accession 0001420506-25-000926

$161.0M
Reported value
252
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78463V107GLDSPDR GOLD TR$10.3M6.37%35,611CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$9.4M5.84%17,646CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$7.9M4.92%135,196CommonNONE
33734H106FVDFIRST TR VALUE LINE DIVID IN$7.0M4.37%157,777CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$6.9M4.29%12,342CommonNONE
594918104MSFTMICROSOFT CORP$6.7M4.18%17,936CommonNONE
023135106AMZNAMAZON COM INC$4.9M3.06%25,867CommonNONE
74348A467NOBLPROSHARES TR$4.5M2.77%43,578CommonNONE
037833100AAPLAPPLE INC$4.0M2.46%17,809CommonNONE
72202L363MFUSPIMCO EQUITY SER$3.9M2.45%78,445CommonNONE
74255Y870USMCPRINCIPAL EXCHANGE TRADED FD$3.8M2.39%67,650CommonNONE
14020U100CGCVCAPITAL GROUP CONSERVATIVE E$3.8M2.38%141,042CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$3.8M2.36%106,562CommonNONE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$3.8M2.34%55,253CommonNONE
46138G615SOXQINVESCO EXCH TRADED FD TR II$3.7M2.32%111,175CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$3.5M2.20%14,432CommonNONE
33738R605FVFIRST TR EXCHANGE TRADED FD$3.1M1.89%55,604CommonNONE
33739P855FPEIFIRST TR EXCH TRADED FD III$2.9M1.83%157,523CommonNONE
30231G102XOMEXXON MOBIL CORP$2.9M1.80%24,362CommonNONE
67066G104NVDANVIDIA CORPORATION$2.8M1.74%25,907CommonNONE
532457108LLYELI LILLY & CO$2.8M1.74%3,399CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$2.6M1.62%21,422CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.6M1.61%7,353CommonNONE
02079K107GOOGALPHABET INC$2.5M1.57%16,135CommonNONE
336917109FDLFIRST TR MORNINGSTAR DIVID L$2.5M1.56%57,743CommonNONE
30303M102METAMETA PLATFORMS INC$2.5M1.55%4,332CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$2.4M1.52%53,815CommonNONE
33737M300FYCFIRST TR EXCHANGE-TRADED ALP$2.4M1.52%35,453CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$2.3M1.46%26,211CommonNONE
931142103WMTWALMART INC$2.3M1.42%25,951CommonNONE
46137V498XSMOINVESCO EXCHANGE TRADED FD T$2.0M1.22%31,289CommonNONE
031162100AMGNAMGEN INC$1.9M1.20%6,210CommonNONE
337344105QQEWFIRST TR NAS100 EQ WEIGHTED$1.9M1.19%15,847CommonNONE
00214Q401ARKWARK ETF TR$1.5M0.93%15,824CommonNONE
478160104JNJJOHNSON & JOHNSON$1.5M0.91%8,802CommonNONE
92189F601NLRVANECK ETF TRUST$1.4M0.89%19,632CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$1.4M0.87%41,830CommonNONE
78464A789KIESPDR SER TR$1.4M0.87%23,049CommonNONE
37954Y673PAVEGLOBAL X FDS$1.3M0.80%34,216CommonNONE
922908363VOOVANGUARD INDEX FDS$1.3M0.79%2,467CommonNONE
46138E586KBWPINVESCO EXCH TRADED FD TR II$1.2M0.73%9,385CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$1.1M0.69%14,147CommonNONE
78468R549XESSPDR SER TR$1.1M0.67%15,010CommonNONE
33739Q804EIPXFIRST TR EXCHANGE-TRADED FD$1.1M0.65%40,412CommonNONE
46137Y872PXJINVESCO EXCHANGE TRADED FD T$1.0M0.65%40,715CommonNONE
33735B108FNXFIRST TR MID CAP CORE ALPHAD$825,1230.51%7,571CommonNONE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$778,8990.48%7,734CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$755,7110.47%11,995CommonNONE
55336V100MPLXMPLX LP$563,4810.35%10,528CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$506,7070.31%2,751CommonNONE
92939U106WECWEC ENERGY GROUP INC$472,5540.29%4,336CommonNONE
539830109LMTLOCKHEED MARTIN CORP$449,6050.28%1,006CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$403,9340.25%17,029CommonNONE
33738R308FTHIFIRST TR EXCHANGE TRADED FD$365,4120.23%16,716CommonNONE
33738R407FTQIFIRST TR EXCHANGE TRADED FD$347,6890.22%18,445CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$345,4760.21%13,797CommonNONE
46654Q609JGROJ P MORGAN EXCHANGE TRADED F$312,4270.19%4,234CommonNONE
922020748VCRBVANGUARD MALVERN FDS$308,4040.19%3,983CommonNONE
33738D101EMLPFIRST TR EXCHANGE-TRADED FD$303,4900.19%8,095CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$288,1930.18%1,736CommonNONE
33739N108FMBFIRST TR EXCH TRADED FD III$278,1340.17%5,516CommonNONE
922908736VUGVANGUARD INDEX FDS$254,0120.16%685CommonNONE
674599105OXYOCCIDENTAL PETE CORP$253,9080.16%5,144CommonNONE
126650100CVSCVS HEALTH CORP$251,0140.16%3,705CommonNONE
92826C839VVISA INC$244,9730.15%699CommonNONE
922908538VOTVANGUARD INDEX FDS$231,9190.14%948CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$224,2550.14%1,924CommonNONE
46435G441HYXFISHARES TR$222,8910.14%4,813CommonNONE
78464A508SPYVSPDR SER TR$217,6990.14%4,263CommonNONE
75513E101RTXRTX CORPORATION$186,4800.12%1,408CommonNONE
718172109PMPHILIP MORRIS INTL INC$171,2280.11%1,079CommonNONE
922908611VBRVANGUARD INDEX FDS$168,9660.10%907CommonNONE
67092P805NUDMNUSHARES ETF TR$168,0080.10%5,275CommonNONE
33738R845FTXNFIRST TR EXCHANGE TRADED FD$166,1530.10%5,487CommonNONE
47804J206JHMMJOHN HANCOCK EXCHANGE TRADED$165,9110.10%2,895CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$163,7820.10%3,222CommonNONE
929160109VMCVULCAN MATLS CO$163,0310.10%699CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$154,1580.10%282CommonNONE
922908629VOVANGUARD INDEX FDS$154,1380.10%596CommonNONE
902973304USBUS BANCORP DEL$152,4560.09%3,611CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$151,4670.09%1,621CommonNONE
191216100KOCOCA COLA CO$148,1820.09%2,069CommonNONE
464287200IVVISHARES TR$143,8460.09%256CommonNONE
00214Q104ARKKARK ETF TR$128,4850.08%2,700CommonNONE
46429B655FLOTISHARES TR$124,9190.08%2,447CommonNONE
17275R102CSCOCISCO SYS INC$118,8790.07%1,926CommonNONE
46434V621DGROISHARES TR$109,7210.07%1,776CommonNONE
46435U663ESMLISHARES TR$105,3210.07%2,742CommonNONE
697435105PANWPALO ALTO NETWORKS INC$104,4330.06%612CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$101,1260.06%5,749CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$92,8320.06%844CommonNONE
871829107SYYSYSCO CORP$85,3920.05%1,138CommonNONE
922908595VBKVANGUARD INDEX FDS$82,5810.05%328CommonNONE
67092P508NUMVNUSHARES ETF TR$81,7280.05%2,389CommonNONE
67092P409NUMGNUSHARES ETF TR$78,0290.05%1,818CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$77,3950.05%917CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$74,7170.05%79CommonNONE
631103108NDAQNASDAQ INC$73,7640.05%972CommonNONE
032108409DIVOAMPLIFY ETF TR$73,2750.05%1,797CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$69,7580.04%1,419CommonNONE
33739Q507FCVTFIRST TR EXCHANGE-TRADED FD$64,8570.04%1,858CommonNONE
00214Q203ARKQARK ETF TR$59,9650.04%905CommonNONE
68389X105ORCLORACLE CORP$59,8390.04%428CommonNONE
46138E214IDHQINVESCO EXCH TRADED FD TR II$55,9280.03%1,868CommonNONE
56400P706MNKDMANNKIND CORP$55,3300.03%11,000CommonNONE
092113109BKHBLACK HILLS CORP$54,6170.03%901CommonNONE
595112103MUMICRON TECHNOLOGY INC$53,2370.03%613CommonNONE
78468R747SHESPDR SER TR$52,2910.03%458CommonNONE
02079K305GOOGLALPHABET INC$51,8820.03%335CommonNONE
464287598IWDISHARES TR$51,7440.03%275CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$48,7770.03%756CommonNONE
464287168DVYISHARES TR$47,6760.03%355CommonNONE
437076102HDHOME DEPOT INC$40,3130.03%110CommonNONE
200525103CBSHCOMMERCE BANCSHARES INC$39,0350.02%627CommonNONE
464287499IWRISHARES TR$38,9670.02%458CommonNONE
31609A503FMDEFIDELITY COVINGTON TRUST$38,1080.02%1,216CommonNONE
02209S103MOALTRIA GROUP INC$37,4520.02%624CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$36,9990.02%1,392CommonNONE
464288760ITAISHARES TR$36,1930.02%236CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$36,1090.02%1,233CommonNONE
57636Q104MAMASTERCARD INCORPORATED$33,7070.02%62CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$33,2660.02%556CommonNONE
580135101MCDMCDONALDS CORP$32,7980.02%105CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$32,5420.02%61CommonNONE
464287655IWMISHARES TR$32,2310.02%162CommonNONE
58933Y105MRKMERCK & CO INC$31,4280.02%350CommonNONE
337738108FISVFISERV INC$30,9160.02%140CommonNONE
58733R102MELIMERCADOLIBRE INC$29,2630.02%15CommonNONE
609207105MDLZMONDELEZ INTL INC$29,2430.02%431CommonNONE
33739H101FTGCFIRST TR EXCHANGE TRAD FD VI$28,1900.02%1,105CommonNONE
63010H108NNENANO NUCLEAR ENERGY INC$26,6460.02%1,007CommonNONE
855244109SBUXSTARBUCKS CORP$26,4840.02%270CommonNONE
548661107LOWLOWES COS INC$26,3550.02%113CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$25,5590.02%225CommonNONE
494368103KMBKIMBERLY-CLARK CORP$24,7460.02%174CommonNONE
47804J107JHMLJOHN HANCOCK EXCHANGE TRADED$23,7990.01%353CommonNONE
771049103RBLXROBLOX CORP$23,7820.01%408CommonNONE
33737A108GRIDFIRST TR EXCHANGE TRADED FD$23,4180.01%207CommonNONE
78464A102XNTKSPDR SER TR$23,2750.01%121CommonNONE
097023105BABOEING CO$22,1720.01%130CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$21,6330.01%87CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$20,5440.01%100CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$19,6070.01%888CommonNONE
88160R101TSLATESLA INC$17,6230.01%68CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$16,7130.01%381CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$16,3910.01%150CommonNONE
889478103TOLTOLL BROTHERS INC$16,2650.01%154CommonNONE
297602104ETDETHAN ALLEN INTERIORS INC$15,9460.01%576CommonNONE
16411Q101CQPCHENIERE ENERGY PARTNERS LP$15,8310.01%240CommonNONE
23325P104DNPDNP SELECT INCOME FD INC$15,8240.01%1,600CommonNONE
20825C104COPCONOCOPHILLIPS$15,7930.01%150CommonNONE
464287309IVWISHARES TR$15,6880.01%169CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$15,6150.01%30CommonNONE
713448108PEPPEPSICO INC$14,9940.01%100CommonNONE
46269C102IRDMIRIDIUM COMMUNICATIONS INC$14,1440.01%518CommonNONE
92189F585CRAKVANECK ETF TRUST$13,7860.01%480CommonNONE
637870106NSANATIONAL STORAGE AFFILIATES$13,7510.01%349CommonNONE
38147U107GSBDGOLDMAN SACHS BDC INC$13,5520.01%1,165CommonNONE
464287846IYYISHARES TR$12,8790.01%95CommonNONE
351858105FNVFRANCO NEV CORP$12,8640.01%82CommonNONE
886364603RPARTIDAL ETF TR$12,2080.01%620CommonNONE
65339F101NEENEXTERA ENERGY INC$11,4250.01%161CommonNONE
46137V639IGPTINVESCO EXCHANGE TRADED FD T$11,0740.01%274CommonNONE
060505104BACBANK AMERICA CORP$11,0410.01%265CommonNONE
500754106KHCKRAFT HEINZ CO$10,8120.01%355CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$9,7780.01%101CommonNONE
78464A888XHBSPDR SER TR$9,7730.01%101CommonNONE
67079K100SMRNUSCALE PWR CORP$9,3460.01%660CommonNONE
780259305SHELSHELL PLC$8,9050.01%122CommonNONE
00214Q302ARKGARK ETF TR$8,5950.01%414CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$8,2300.01%100CommonNONE
37637K108GTLBGITLAB INC$7,5200.00%160CommonNONE
33734X838FTRIFIRST TR EXCHANGE TRADED FD$7,4140.00%560CommonNONE
285409108ELMDELECTROMED INC$7,1580.00%300CommonNONE
76131D103QSRRESTAURANT BRANDS INTL INC$6,9970.00%105CommonNONE
30063P105EXKEXACT SCIENCES CORP$6,4940.00%150CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$6,2880.00%138CommonNONE
009158106APDAIR PRODS & CHEMS INC$5,8980.00%20CommonNONE
464288323NYFISHARES TR$5,8970.00%112CommonNONE
744320102PRUPRUDENTIAL FINL INC$5,4720.00%49CommonNONE
254687106DISDISNEY WALT CO$4,9350.00%50CommonNONE
50212V100LPLALPL FINL HLDGS INC$4,9070.00%15CommonNONE
94106B101WCNWASTE CONNECTIONS INC$4,8800.00%25CommonNONE
26884U109EPREPR PPTYS$4,6300.00%88CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$4,6070.00%1CommonNONE
051774107AURAURORA INNOVATION INC$4,5660.00%679CommonNONE
055622104BPBP PLC$4,3420.00%129CommonNONE
05464C101AXONAXON ENTERPRISE INC$4,2080.00%8CommonNONE
143658300CCL1EURCARNIVAL CORP$3,9060.00%200CommonNONE
40434L105HPQHP INC$3,8770.00%140CommonNONE
86800U302SMCISUPER MICRO COMPUTER INC$3,6640.00%107CommonNONE
20030N101CMCSACOMCAST CORP NEW$3,5420.00%96CommonNONE
26603R106DUOLDUOLINGO INC$3,4160.00%11CommonNONE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$3,4140.00%85CommonNONE
742718109PGPROCTER AND GAMBLE CO$3,4080.00%20CommonNONE
18915M107NETCLOUDFLARE INC$3,3810.00%30CommonNONE
46090E103QQQINVESCO QQQ TR$3,2820.00%7CommonNONE
903002103UMHUMH PPTYS INC$3,2160.00%172CommonNONE
952845105WFGWEST FRASER TIMBER CO LTD$3,0780.00%40CommonNONE
36828A101GEVGE VERNOVA INC$3,0530.00%10CommonNONE
59156R108METMETLIFE INC$3,0510.00%38CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$3,0300.00%15CommonNONE
040413205ANETARISTA NETWORKS INC$2,7890.00%36CommonNONE
03831W108APPAPPLOVIN CORP$2,6500.00%10CommonNONE
02072L607FRDMEA SERIES TRUST$2,6290.00%75CommonNONE
81762P102NOWSERVICENOW INC$2,3880.00%3CommonNONE
859241101STRLSTERLING INFRASTRUCTURE INC$2,3770.00%21CommonNONE
55261F104MTBM & T BK CORP$2,3240.00%13CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$2,2890.00%9CommonNONE
891160509TDTORONTO DOMINION BK ONT$2,2780.00%38CommonNONE
15678C102CBLLCERIBELL INC$2,2670.00%118CommonNONE
88023B103TEMTEMPUS AI INC$2,1230.00%44CommonNONE
438516106HONHONEYWELL INTL INC$2,1180.00%10CommonNONE
46137V217RFGINVESCO EXCHANGE TRADED FD T$2,0600.00%47CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$1,9770.00%22CommonNONE
78464A144SPBOSPDR SER TR$1,9450.00%67CommonNONE
892331307TMTOYOTA MOTOR CORP$1,9420.00%11CommonNONE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG L$1,8960.00%100CommonNONE
81730H109SSENTINELONE INC$1,8540.00%102CommonNONE
78464A755XMESPDR SER TR$1,7400.00%31CommonNONE
92537N108VRTVERTIV HOLDINGS CO$1,7330.00%24CommonNONE
922908769VTIVANGUARD INDEX FDS$1,6550.00%6CommonNONE
892356106TSCOTRACTOR SUPPLY CO$1,6530.00%30CommonNONE
81758H106SERVSERVE ROBOTICS INC$1,5640.00%272CommonNONE
46137V225GRPMINVESCO EXCHANGE TRADED FD T$1,5180.00%15CommonNONE
577933104MMSMAXIMUS INC$1,0910.00%16CommonNONE
78464A854SPYMSPDR SER TR$9890.00%15CommonNONE
125523100CITHE CIGNA GROUP$9870.00%3CommonNONE
75734B100RDDTREDDIT INC$7340.00%7CommonNONE
099724106BWABORGWARNER INC$7160.00%25CommonNONE
26922B436ETF SER SOLUTIONS$6550.00%24CommonNONE
33734X812FTAGFIRST TR EXCHANGE TRADED FD$6210.00%26CommonNONE
13321L108CCJCAMECO CORP$6170.00%15CommonNONE
69331C108PCGPG&E CORP$5150.00%30CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$4980.00%11CommonNONE
194162103CLCOLGATE PALMOLIVE CO$3750.00%4CommonNONE
922908744VTVVANGUARD INDEX FDS$3470.00%2CommonNONE
922908512VOEVANGUARD INDEX FDS$3230.00%2CommonNONE
60871R209TAPMOLSON COORS BEVERAGE CO$3040.00%5CommonNONE
370334104GISGENERAL MLS INC$2990.00%5CommonNONE
64107A105NPWRNET POWER INC$2630.00%100CommonNONE
92556V106VTRSVIATRIS INC$2610.00%30CommonNONE
345370860FFORD MTR CO$2310.00%23CommonNONE
10922N103BHFBRIGHTHOUSE FINL INC$1740.00%3CommonNONE
670002401NVAXNOVAVAX INC$1470.00%23CommonNONE
29261A100EHCENCOMPASS HEALTH CORP$1020.00%1CommonNONE
78464A847SPMDSPDR SER TR$510.00%1CommonNONE
78468R853SPSMSPDR SER TR$410.00%1CommonNONE
464288414MUBISHARES TR$00CommonSOLE
571903202MARMARRIOTT INTL INC NEW$00CommonSOLE
247361702DALDELTA AIR LINES INC DEL$00CommonSOLE
464288281EMBISHARES TR$00CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.