MARSHALL INVESTMENT MANAGEMENT, LLC
RIA/Wealth
MARSHALL INVESTMENT MANAGEMENT, LLC is a RIA/Wealth based in Greenwood Village, CO led by Kristin Lynn Schoenfelder, reporting $264.1M in AUM as of Q3 2025 with 56% ETF concentration.
PresidentKristin Lynn Schoenfelder
- Portfolio Value
- $188.9M
- Positions
- 75
- Top Holding
- GLD at 9.12%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in MARSHALL INVESTMENT MANAGEMENT, LLC's portfolio (46.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $17.2M | 9.12% | +$16.0M Bought | — 48.5K shares | |
ETF ETF | $9.0M | 4.78% | +$8.5M Bought | — 306.1K shares | |
Software - Infrastructure Technology | $9.0M | 4.76% | +$6.7M Bought | 0.00% 17.4K shares | |
ETF ETF | $8.9M | 4.72% | +$8.9M New | — 203.2K shares | |
ETF ETF | $8.9M | 4.72% | +$8.7M Bought | — 158.6K shares | |
ETF ETF | $8.8M | 4.66% | +$8.6M Bought | — 243.3K shares | |
Insurance - Diversified Financial Services | $8.7M | 4.62% | +$8.7M Bought | 0.00% 17.4K shares | |
ETF ETF | $7.0M | 3.73% | +$5.1M Bought | — 10.6K shares | |
Specialty Retail Consumer Cyclical | $5.9M | 3.13% | +$5.4M Bought | 0.00% 27.0K shares | |
Semiconductors Technology | $4.8M | 2.57% | +$4.8M Bought | 0.00% 26.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in MARSHALL INVESTMENT MANAGEMENT, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
New Purchases
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for MARSHALL INVESTMENT MANAGEMENT, LLC
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