StockDriftsStockDriftsTop 50 Marshall Investment Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | 9.71% | 47.0K | $20.2M | -2.82%(-1.36K) | $325.63(+16.12%) | 2026-03-31 | |
| MFUS | PIMCO EQUITY SER | 5.45% | 194.5K | $11.4M | +26.63%(+40.91K) | $55.31(+18.82%) | 2026-03-31 | |
| RPV | INVESCO EXCHANGE TRADED FD T | 4.96% | 96.2K | $10.3M | new | $105.38(+9.86%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.6% | 20.0K | $9.6M | +8.78%(+1.62K) | $461.45(+10.04%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.59% | 20.2K | $7.5M | +8.78%(+1.63K) | $482.99(-19.15%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.22% | 32.2K | $6.7M | +8.50%(+2.52K) | $218.67(+10.98%) | 2026-03-31 | |
| FELV | FIDELITY COVINGTON TRUST | 2.82% | 168.5K | $5.9M | -29.82%(-71.59K) | $32.61(+24.60%) | 2026-03-31 | |
| FFLG | FIDELITY COVINGTON TRUST | 2.78% | 208.6K | $5.8M | -27.48%(-79.05K) | $27.83(+19.29%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 2.39% | 73.1K | $5.0M | +9.15%(+6.13K) | $64.92(+23.45%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.37% | 19.5K | $4.9M | +2.82%(+533) | $236.20(+30.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.49% | +24.19% |
| Top 20 Holdings Unweighted | +6.45% | +20.62% |
Sign up free to track Marshall Investment Management, Llc, compare funds side by side, and get alerts the moment positions change.