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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

MARSHALL INVESTMENT MANAGEMENT, LLC

Quarter ended Q1 2025 · Filed May 8, 2025 · Accession 0001420506-25-000926

Total Value
$161.0M
Positions
252
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (252)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR GOLD TRGLD35,611$10.3M6.37%
2BERKSHIRE HATHAWAY INC DELBRK-A17,646$9.4M5.84%
3FIRST TR EXCHANGE TRADED FD33738R506135,196$7.9M4.92%
4FIRST TR VALUE LINE DIVID IN33734H106157,777$7.0M4.37%
5SPDR S&P 500 ETF TRSPY12,342$6.9M4.29%
6MICROSOFT CORPMSFT17,936$6.7M4.18%
7AMAZON COM INCAMZN25,867$4.9M3.06%
8PROSHARES TR74348A46743,578$4.5M2.77%
9APPLE INCAAPL17,809$4.0M2.46%
10PIMCO EQUITY SER72202L36378,445$3.9M2.45%
11PRINCIPAL EXCHANGE TRADED FD74255Y87067,650$3.8M2.39%
12CAPITAL GROUP CONSERVATIVE E14020U100141,042$3.8M2.38%
13CAPITAL GROUP DIVIDEND VALUE14020W106106,562$3.8M2.36%
14FIRST TR EXCHANGE TRADED FD33738R70455,253$3.8M2.34%
15INVESCO EXCH TRADED FD TR IIIVZ111,175$3.7M2.32%
16JPMORGAN CHASE & CO.VYLD14,432$3.5M2.20%
17FIRST TR EXCHANGE TRADED FD33738R60555,604$3.1M1.89%
18FIRST TR EXCH TRADED FD III33739P855157,523$2.9M1.83%
19EXXON MOBIL CORPXOM24,362$2.9M1.80%
20NVIDIA CORPORATIONNVDA25,907$2.8M1.74%
21ELI LILLY & COLLY3,399$2.8M1.74%
22DUKE ENERGY CORP NEWDUKB21,422$2.6M1.62%
23CROWDSTRIKE HLDGS INCCRWD7,353$2.6M1.61%
24ALPHABET INCGOOG16,135$2.5M1.57%
25FIRST TR MORNINGSTAR DIVID L33691710957,743$2.5M1.56%
26META PLATFORMS INCMETA4,332$2.5M1.55%
27VERIZON COMMUNICATIONS INCVZ53,815$2.4M1.52%
28FIRST TR EXCHANGE-TRADED ALP33737M30035,453$2.4M1.52%
29FIRST TR EXCHANGE-TRADED FD33733E10426,211$2.3M1.46%
30WALMART INCWMT25,951$2.3M1.42%
31INVESCO EXCHANGE TRADED FD TIVZ31,289$2.0M1.22%
32AMGEN INCAMGN6,210$1.9M1.20%
33FIRST TR NAS100 EQ WEIGHTED33734410515,847$1.9M1.19%
34ARK ETF TR00214Q40115,824$1.5M0.93%
35JOHNSON & JOHNSONJNJ8,802$1.5M0.91%
36VANECK ETF TRUST92189F60119,632$1.4M0.89%
37FIRST TR EXCHANGE-TRADED FD33741X10241,830$1.4M0.87%
38SPDR SER TR78464A78923,049$1.4M0.87%
39GLOBAL X FDS37954Y67334,216$1.3M0.80%
40VANGUARD INDEX FDS9229083632,467$1.3M0.79%
41INVESCO EXCH TRADED FD TR IIIVZ9,385$1.2M0.73%
42SELECT SECTOR SPDR TR81369Y88614,147$1.1M0.69%
43SPDR SER TR78468R54915,010$1.1M0.67%
44FIRST TR EXCHANGE-TRADED FD33739Q80440,412$1.1M0.65%
45INVESCO EXCHANGE TRADED FD TIVZ40,715$1.0M0.65%
46FIRST TR MID CAP CORE ALPHAD33735B1087,571$825,1230.51%
47FIRST TR EXCHANGE-TRADED FD33733B1007,734$778,8990.48%
48FIRST TR EXCHANGE TRADED FD33734X84611,995$755,7110.47%
49MPLX LPMPLXP10,528$563,4810.35%
50VANGUARD ADMIRAL FDS INC9219327032,751$506,7070.31%
51WEC ENERGY GROUP INCWEC4,336$472,5540.29%
52LOCKHEED MARTIN CORPLMT1,006$449,6050.28%
53FIRST TR EXCHANGE-TRADED FD33738D87917,029$403,9340.25%
54FIRST TR EXCHANGE TRADED FD33738R30816,716$365,4120.23%
55FIRST TR EXCHANGE TRADED FD33738R40718,445$347,6890.22%
56SCHWAB STRATEGIC TR80852430013,797$345,4760.21%
57J P MORGAN EXCHANGE TRADED F46654Q6094,234$312,4270.19%
58VANGUARD MALVERN FDS9220207483,983$308,4040.19%
59FIRST TR EXCHANGE-TRADED FD33738D1018,095$303,4900.19%
60TAIWAN SEMICONDUCTOR MFG LTD8740391001,736$288,1930.18%
61FIRST TR EXCH TRADED FD III33739N1085,516$278,1340.17%
62VANGUARD INDEX FDS922908736685$254,0120.16%
63OCCIDENTAL PETE CORP6745991055,144$253,9080.16%
64CVS HEALTH CORPCVS3,705$251,0140.16%
65VISA INCV699$244,9730.15%
66VANGUARD INDEX FDS922908538948$231,9190.14%
67INVESCO EXCHANGE TRADED FD TIVZ1,924$224,2550.14%
68ISHARES TR46435G4414,813$222,8910.14%
69SPDR SER TR78464A5084,263$217,6990.14%
70RTX CORPORATIONRTX1,408$186,4800.12%
71PHILIP MORRIS INTL INC7181721091,079$171,2280.11%
72VANGUARD INDEX FDS922908611907$168,9660.10%
73NUSHARES ETF TRNU5,275$168,0080.10%
74FIRST TR EXCHANGE TRADED FD33738R8455,487$166,1530.10%
75JOHN HANCOCK EXCHANGE TRADED47804J2062,895$165,9110.10%
76VANGUARD TAX-MANAGED FDS9219438583,222$163,7820.10%
77VULCAN MATLS CO929160109699$163,0310.10%
78GOLDMAN SACHS GROUP INCGSCE282$154,1580.10%
79VANGUARD INDEX FDS922908629596$154,1380.10%
80US BANCORP DELUSB-PS3,611$152,4560.09%
81SELECT SECTOR SPDR TR81369Y5061,621$151,4670.09%
82COCA COLA COKO2,069$148,1820.09%
83ISHARES TR464287200256$143,8460.09%
84ARK ETF TR00214Q1042,700$128,4850.08%
85ISHARES TR46429B6552,447$124,9190.08%
86CISCO SYS INCCSCO1,926$118,8790.07%
87ISHARES TR46434V6211,776$109,7210.07%
88ISHARES TR46435U6632,742$105,3210.07%
89PALO ALTO NETWORKS INCPANW612$104,4330.06%
90FIRST TR EXCH TRADED FD III33739E1085,749$101,1260.06%
91UNITED PARCEL SERVICE INCUPS844$92,8320.06%
92SYSCO CORPSYY1,138$85,3920.05%
93VANGUARD INDEX FDS922908595328$82,5810.05%
94NUSHARES ETF TRNU2,389$81,7280.05%
95NUSHARES ETF TRNU1,818$78,0290.05%
96PALANTIR TECHNOLOGIES INCPLTR917$77,3950.05%
97COSTCO WHSL CORP NEW22160K10579$74,7170.05%
98NASDAQ INCNDAQ972$73,7640.05%
99AMPLIFY ETF TR0321084091,797$73,2750.05%
100FIRST TR EXCHANGE-TRADED FD33739Q2001,419$69,7580.04%
101FIRST TR EXCHANGE-TRADED FD33739Q5071,858$64,8570.04%
102ARK ETF TR00214Q203905$59,9650.04%
103ORACLE CORPORCL-PD428$59,8390.04%
104INVESCO EXCH TRADED FD TR IIIVZ1,868$55,9280.03%
105MANNKIND CORPMNKD11,000$55,3300.03%
106BLACK HILLS CORPBKH901$54,6170.03%
107MICRON TECHNOLOGY INCMU613$53,2370.03%
108SPDR SER TR78468R747458$52,2910.03%
109ALPHABET INCGOOG335$51,8820.03%
110ISHARES TR464287598275$51,7440.03%
111INVESCO EXCHANGE TRADED FD TIVZ756$48,7770.03%
112ISHARES TR464287168355$47,6760.03%
113HOME DEPOT INCHD110$40,3130.03%
114COMMERCE BANCSHARES INCCBSH627$39,0350.02%
115ISHARES TR464287499458$38,9670.02%
116FIDELITY COVINGTON TRUST31609A5031,216$38,1080.02%
117ALTRIA GROUP INCMO624$37,4520.02%
118SCHWAB STRATEGIC TR8085244091,392$36,9990.02%
119ISHARES TR464288760236$36,1930.02%
120WEYERHAEUSER CO MTN BEWY1,233$36,1090.02%
121MASTERCARD INCORPORATEDMA62$33,7070.02%
122FIRST TR EXCHANGE-TRADED FD33739Q408556$33,2660.02%
123MCDONALDS CORPMCD105$32,7980.02%
124SPDR S&P MIDCAP 400 ETF TRMDY61$32,5420.02%
125ISHARES TR464287655162$32,2310.02%
126MERCK & CO INCMRK350$31,4280.02%
127FISERV INCFISV140$30,9160.02%
128MERCADOLIBRE INCMELI15$29,2630.02%
129MONDELEZ INTL INC609207105431$29,2430.02%
130FIRST TR EXCHANGE TRAD FD VI33739H1011,105$28,1900.02%
131NANO NUCLEAR ENERGY INCNNE1,007$26,6460.02%
132STARBUCKS CORPSBUX270$26,4840.02%
133LOWES COS INC548661107113$26,3550.02%
134INVESCO EXCHANGE TRADED FD TIVZ225$25,5590.02%
135KIMBERLY-CLARK CORPKMB174$24,7460.02%
136JOHN HANCOCK EXCHANGE TRADED47804J107353$23,7990.01%
137ROBLOX CORPRBLX408$23,7820.01%
138FIRST TR EXCHANGE TRADED FD33737A108207$23,4180.01%
139SPDR SER TR78464A102121$23,2750.01%
140BOEING COBA-PA130$22,1720.01%
141INTERNATIONAL BUSINESS MACHSINTR87$21,6330.01%
142ROYAL CARIBBEAN GROUPV7780T103100$20,5440.01%
143SCHWAB STRATEGIC TR808524201888$19,6070.01%
144TESLA INCTSLA68$17,6230.01%
145FIRST TR EXCHNG TRADED FD VI33740F805381$16,7130.01%
146AMERICAN ELEC PWR CO INC025537101150$16,3910.01%
147TOLL BROTHERS INCTOL154$16,2650.01%
148ETHAN ALLEN INTERIORS INCETD576$15,9460.01%
149CHENIERE ENERGY PARTNERS LPLNG240$15,8310.01%
150DNP SELECT INCOME FD INC23325P1041,600$15,8240.01%
151CONOCOPHILLIPSCOP150$15,7930.01%
152ISHARES TR464287309169$15,6880.01%
153UNITEDHEALTH GROUP INCUNH30$15,6150.01%
154PEPSICO INCPEP100$14,9940.01%
155IRIDIUM COMMUNICATIONS INCIRDM518$14,1440.01%
156VANECK ETF TRUST92189F585480$13,7860.01%
157NATIONAL STORAGE AFFILIATESNSA-PB349$13,7510.01%
158GOLDMAN SACHS BDC INCGSBD1,165$13,5520.01%
159ISHARES TR46428784695$12,8790.01%
160FRANCO NEV CORPFNV82$12,8640.01%
161TIDAL ETF TR886364603620$12,2080.01%
162NEXTERA ENERGY INCNEE-PW161$11,4250.01%
163INVESCO EXCHANGE TRADED FD TIVZ274$11,0740.01%
164BANK AMERICA CORP060505104265$11,0410.01%
165KRAFT HEINZ COKHC355$10,8120.01%
166SELECT SECTOR SPDR TR81369Y852101$9,7780.01%
167SPDR SER TR78464A888101$9,7730.01%
168NUSCALE PWR CORPNU660$9,3460.01%
169SHELL PLCRYDAF122$8,9050.01%
170ARK ETF TR00214Q302414$8,5950.01%
171PUBLIC SVC ENTERPRISE GRP IN744573106100$8,2300.01%
172GITLAB INCGTLB160$7,5200.00%
173FIRST TR EXCHANGE TRADED FD33734X838560$7,4140.00%
174ELECTROMED INCELMD300$7,1580.00%
175RESTAURANT BRANDS INTL INC76131D103105$6,9970.00%
176EXACT SCIENCES CORP30063P105150$6,4940.00%
177FIRST TR EXCHANGE-TRADED FD33738D309138$6,2880.00%
178AIR PRODS & CHEMS INCAIIR20$5,8980.00%
179ISHARES TR464288323112$5,8970.00%
180PRUDENTIAL FINL INCPUKPF49$5,4720.00%
181DISNEY WALT CO25468710650$4,9350.00%
182LPL FINL HLDGS INC50212V10015$4,9070.00%
183WASTE CONNECTIONS INCWCN25$4,8800.00%
184EPR PPTYS26884U10988$4,6300.00%
185BOOKING HOLDINGS INCBKNG1$4,6070.00%
186AURORA INNOVATION INCAUROW679$4,5660.00%
187BP PLCBPPFF129$4,3420.00%
188AXON ENTERPRISE INCAXON8$4,2080.00%
189CARNIVAL CORPCUKPF200$3,9060.00%
190HP INCHPQ140$3,8770.00%
191SUPER MICRO COMPUTER INCSMCI107$3,6640.00%
192COMCAST CORP NEWCCZ96$3,5420.00%
193DUOLINGO INCDUOL11$3,4160.00%
194CREDO TECHNOLOGY GROUP HOLDICRDO85$3,4140.00%
195PROCTER AND GAMBLE CO74271810920$3,4080.00%
196CLOUDFLARE INCNET30$3,3810.00%
197INVESCO QQQ TRIVZ7$3,2820.00%
198UMH PPTYS INC903002103172$3,2160.00%
199WEST FRASER TIMBER CO LTDWFG40$3,0780.00%
200GE VERNOVA INCGEV10$3,0530.00%
201METLIFE INCMET-PF38$3,0510.00%
202CONSTELLATION ENERGY CORPCEG15$3,0300.00%
203ARISTA NETWORKS INCANET36$2,7890.00%
204APPLOVIN CORPAPP10$2,6500.00%
205EA SERIES TRUST02072L60775$2,6290.00%
206SERVICENOW INCNOW3$2,3880.00%
207STERLING INFRASTRUCTURE INCSTRL21$2,3770.00%
208M & T BK CORP55261F10413$2,3240.00%
209CADENCE DESIGN SYSTEM INCCDNS9$2,2890.00%
210TORONTO DOMINION BK ONTTORO38$2,2780.00%
211CERIBELL INCCBLL118$2,2670.00%
212TEMPUS AI INCTEM44$2,1230.00%
213HONEYWELL INTL INC43851610610$2,1180.00%
214INVESCO EXCHANGE TRADED FD TIVZ47$2,0600.00%
215DELL TECHNOLOGIES INCDELL22$1,9770.00%
216SPDR SER TR78464A14467$1,9450.00%
217TOYOTA MOTOR CORPTOYOF11$1,9420.00%
218NORWEGIAN CRUISE LINE HLDG LNCLH100$1,8960.00%
219SENTINELONE INCS102$1,8540.00%
220SPDR SER TR78464A75531$1,7400.00%
221VERTIV HOLDINGS COVRT24$1,7330.00%
222VANGUARD INDEX FDS9229087696$1,6550.00%
223TRACTOR SUPPLY COTSCO30$1,6530.00%
224SERVE ROBOTICS INCSERV272$1,5640.00%
225INVESCO EXCHANGE TRADED FD TIVZ15$1,5180.00%
226MAXIMUS INCMMS16$1,0910.00%
227SPDR SER TR78464A85415$9890.00%
228THE CIGNA GROUP1255231003$9870.00%
229REDDIT INCRDDT7$7340.00%
230BORGWARNER INCBWA25$7160.00%
231ETF SER SOLUTIONS26922B43624$6550.00%
232FIRST TR EXCHANGE TRADED FD33734X81226$6210.00%
233CAMECO CORPCCJ15$6170.00%
234PG&E CORPPCG-PX30$5150.00%
235VANGUARD INTL EQUITY INDEX F92204285811$4980.00%
236COLGATE PALMOLIVE COCL4$3750.00%
237VANGUARD INDEX FDS9229087442$3470.00%
238VANGUARD INDEX FDS9229085122$3230.00%
239MOLSON COORS BEVERAGE COTAP-A5$3040.00%
240GENERAL MLS INC3703341045$2990.00%
241NET POWER INCNPWR-WT100$2630.00%
242VIATRIS INCVTRS30$2610.00%
243FORD MTR CO34537086023$2310.00%
244BRIGHTHOUSE FINL INC10922N1033$1740.00%
245NOVAVAX INCNVAX23$1470.00%
246ENCOMPASS HEALTH CORPEHC1$1020.00%
247SPDR SER TR78464A8471$510.00%
248SPDR SER TR78468R8531$410.00%
249DELTA AIR LINES INC DELDAL0$00.00%
250ISHARES TR4642884140$00.00%
251MARRIOTT INTL INC NEW5719032020$00.00%
252ISHARES TR4642882810$00.00%