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| Happy Holidays!! thanks for using AUM13F!! |
| Marshall Investment Management LLC
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| CRD # | 174817 |
| SEC # | 801-117304 |
| CIK # | 0002022427, 0001841496 |
| AUM | $264.1 M (2025-03-30) |
| Employees | 8 (100% Investors, 100% Brokers) |
| Phone | 303-991-6415 |
| Address | 5251 Dtc Parkway Greenwood Village, CO 80111 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 12.6 | ||
| Apple Inc | 12.4 | ||
| Microsoft Corp | 5.7 | ||
| Broadcom Inc | 5.6 | ||
| Wal Mart Stores Inc | 4.3 | ||
| Procter & Gamble Co | 3.8 | ||
| VISA Inc | 3.7 | ||
| Alphabet Inc | 3.6 | ||
| Facebook Inc | 3.6 | ||
| Netflix Inc | 3.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 329 | 70.2 |
| (b) Individuals (high net worth individuals) | 242 | 192.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.1 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,024 | 264.1 |
| By Discretionary | ||
| Discretionary | 1,004 | 264.0 |
| Non-Discretionary | 20 | 0.1 |
| Total | 1,024 | 264.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 264.1 | |
| Total | 1,024 | 264.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001841496] | |
| 13F-HR | [0002022427] |
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