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Marmo Financial Group

Latest statistics and disclosures from Marmo Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, QQQM, IMCG, SPSM, VFH, and represent 65.75% of Marmo Financial Group's stock portfolio.
Added to shares of these 10 stocks: QQQM (+$10M), SCHI (+$6.2M), NFTY, VCLT, JPIE, JPIB, TLT, SPHY, SPSM, IMCG.
Started 9 new stock positions in SCHI, TLT, NFTY, JPIE, VCLT, LOW, GOOG, JPIB, SPHY.
Reduced shares in these 4 stocks: QQQ (-$8.9M), SPY, PULS, IWF.
Marmo Financial Group was a net buyer of stock by $22M.
Marmo Financial Group has $164M in assets under management (AUM), dropping by 24.79%.
Central Index Key (CIK): 0001964829

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Portfolio Holdings for Marmo Financial Group

Marmo Financial Group holds 28 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	24.1	$40M	-8%	76k	523.07	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	17.3	$28M	+58%	155k	182.69	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	8.9	$15M	+4%	208k	70.68	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	8.4	$14M	+5%	320k	43.04	View chart
Vanguard World Financials Etf (VFH)	7.0	$12M	+2%	113k	102.39	View chart
Vanguard World Mega Cap Val Etf (MGV)	6.2	$10M	+4%	85k	119.51	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	4.2	$6.9M		115k	60.32	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	3.8	$6.2M	NEW	140k	44.49	View chart
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)	3.0	$4.9M	NEW	87k	56.96	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	2.5	$4.1M	+5%	91k	45.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.1	$3.5M	-71%	7.9k	444.03	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	2.1	$3.4M	NEW	43k	78.23	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.7	$2.9M	-42%	58k	49.70	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.5	$2.5M	NEW	56k	45.56	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	1.5	$2.5M	NEW	53k	47.62	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.4	$2.2M		6.6k	337.05	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.1	$1.9M	NEW	20k	94.62	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	1.0	$1.7M	NEW	73k	23.46	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$640k		15k	42.01	View chart
First Ctzns Bancshares Inc N Cl A (FCNCA)	0.3	$502k		307.00	1635.00	View chart
Microsoft Corporation (MSFT)	0.3	$452k	+8%	1.1k	420.77	View chart
Nike CL B (NKE)	0.3	$428k		4.6k	93.98	View chart
Apple (AAPL)	0.2	$288k	+56%	1.7k	171.41	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$252k		633.00	397.76	View chart
AFLAC Incorporated (AFL)	0.1	$242k		2.8k	85.86	View chart
Lowe's Companies (LOW)	0.1	$223k	NEW	874.00	254.83	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$203k	NEW	1.3k	152.26	View chart
Markforged Holding Corp (MKFG)	0.0	$13k		16k	0.84	View chart

Past Filings by Marmo Financial Group

SEC 13F filings are viewable for Marmo Financial Group going back to 2022

Marmo Financial Group 2024 Q1 filed April 22, 2024
Marmo Financial Group 2023 Q4 filed Jan. 30, 2024
Marmo Financial Group 2023 Q3 filed Nov. 13, 2023
Marmo Financial Group 2023 Q2 filed July 21, 2023
Marmo Financial Group 2023 Q1 filed May 11, 2023
Marmo Financial Group 2022 Q4 filed Feb. 9, 2023

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