Marshall & Sullivan Inc /Wa/ Top Holdings and 13F Report (2024) → Forget AI, Imperium Is Expected to Grow 320,00% in 3 Years (From Banyan Hill Publishing) (Ad) About Marshall & Sullivan Inc /Wa/Investment ActivityMarshall & Sullivan Inc /Wa/ has $202.12 million in total holdings as of March 31, 2024.Marshall & Sullivan Inc /Wa/ owns shares of 41 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 0.34% of the portfolio was purchased this quarter.About 1.01% of the portfolio was sold this quarter.This quarter, Marshall & Sullivan Inc /Wa/ has purchased 39 new stocks and bought additional shares in 12 stocks.Marshall & Sullivan Inc /Wa/ sold shares of 21 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Russell 2000 ETF $24,106,900Microsoft $16,008,865LINDE PLC $7,785,254Alphabet $7,551,783Stryker $7,463,737 Largest New Holdings this Quarter GRAYSCALE BITCOIN TR BTC $255,207 HoldingSPDR Gold Shares $205,720 Holding Largest Purchases this Quarter GRAYSCALE BITCOIN TR BTC 4,040 shares (about $255.21K)SPDR Gold Shares 1,000 shares (about $205.72K)iShares MSCI Emerging Markets ETF 2,268 shares (about $93.17K)PayPal 524 shares (about $35.10K)Fortive 222 shares (about $19.10K) Largest Sales this Quarter LINDE PLC 815 shares (about $378.42K)Lam Research 306 shares (about $297.30K)Stryker 698 shares (about $249.79K)Microsoft 359 shares (about $151.04K)Alphabet 978 shares (about $147.61K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMarshall & Sullivan Inc /Wa/ Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWMiShares Russell 2000 ETF$24,106,900$12,408 ▲0.1%114,63111.9%FinanceMSFTMicrosoft$16,008,865$151,039 ▼-0.9%38,0517.9%Computer and TechnologyLINDE PLC$7,785,254$378,421 ▼-4.6%16,7673.9%SHSGOOGLAlphabet$7,551,783$147,610 ▼-1.9%50,0353.7%Computer and TechnologySYKStryker$7,463,737$249,793 ▼-3.2%20,8563.7%MedicalMAMastercard$7,271,707$87,646 ▼-1.2%15,1003.6%Business ServicesFIFiserv$7,045,665$73,677 ▼-1.0%44,0853.5%Business ServicesHDHome Depot$7,029,854$61,760 ▼-0.9%18,3263.5%Retail/WholesaleLRCXLam Research$6,873,858$297,300 ▼-4.1%7,0753.4%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$6,547,615$13,701 ▲0.2%156,7543.2%ETFLLYEli Lilly and Company$6,228,3480.0%8,0063.1%MedicalUNHUnitedHealth Group$6,122,408$41,555 ▼-0.7%12,3763.0%MedicalAMZNAmazon.com$6,075,199$23,810 ▼-0.4%33,6803.0%Retail/WholesaleADBEAdobe$5,956,299$23,716 ▼-0.4%11,8042.9%Computer and TechnologyDHRDanaher$5,915,118$499 ▼0.0%23,6872.9%Multi-Sector ConglomeratesBKNGBooking$5,732,051$90,697 ▼-1.6%1,5802.8%Retail/WholesaleSCHWCharles Schwab$5,662,269$52,012 ▼-0.9%78,2732.8%FinancePEPPepsiCo$5,395,734$12,076 ▲0.2%30,8312.7%Consumer StaplesTMOThermo Fisher Scientific$5,215,198$9,881 ▼-0.2%8,9732.6%MedicalFTVFortive$5,195,522$19,096 ▲0.4%60,3992.6%Computer and TechnologyMNSTMonster Beverage$5,177,753$75,108 ▼-1.4%87,3442.6%Consumer StaplesJNJJohnson & Johnson$4,765,509$6,802 ▲0.1%30,1252.4%MedicalBDXBecton, Dickinson and Company$4,711,448$11,383 ▲0.2%19,0402.3%MedicalAAPLApple$4,710,047$2,229 ▲0.0%27,4672.3%Computer and TechnologyMETAMeta Platforms$4,628,063$52,928 ▼-1.1%9,5312.3%Computer and TechnologyCCKCrown$4,622,919$5,390 ▼-0.1%58,3262.3%Industrial ProductsEEMiShares MSCI Emerging Markets ETF$4,021,650$93,169 ▲2.4%97,8982.0%FinanceRTXRTX$3,881,597$9,558 ▲0.2%39,7991.9%AerospaceSPYSPDR S&P 500 ETF Trust$2,432,276$52,307 ▼-2.1%4,6501.2%FinancePYPLPayPal$1,867,548$35,103 ▲1.9%27,8780.9%Computer and TechnologyNKENIKE$1,080,2070.0%11,4940.5%Consumer DiscretionaryGBCIGlacier Bancorp$1,079,182$10,070 ▲0.9%26,7920.5%FinanceCOSTCostco Wholesale$981,410$732 ▲0.1%1,3400.5%Consumer DefensiveSBUXStarbucks$971,2340.0%10,6270.5%Retail/WholesaleGOOGAlphabet$430,744$40,501 ▼-8.6%2,8290.2%Computer and TechnologyMRKMerck & Co., Inc.$323,2780.0%2,4500.2%MedicalROKRockwell Automation$276,7640.0%9500.1%Industrial ProductsVERALTO CORP$266,690$125,366 ▼-32.0%3,0080.1%COM SHSGRAYSCALE BITCOIN TR BTC$255,207$255,207 ▲New Holding4,0400.1%SHS REP COM UTNEENextEra Energy$251,2950.0%3,9320.1%UtilitiesGLDSPDR Gold Shares$205,720$205,720 ▲New Holding1,0000.1%FinanceShowing largest 100 holdings. 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