MARSHALL INVESTMENT MANAGEMENT, LLC

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Littleton, CO
CIK
0002022427
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 252 160,992 GLD, BRK-B, RDVY, FVD 13F-HR 5/7/2025 000142050625000926
Q4 2024 135 169,722 SPYV, BRK-B, MSFT, RDVY 13F-HR 2/3/2025 000198615225000015