Marmo Financial Group

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

  • Top 5 stock holdings are SPY, VUG, BND, MGV, XSMO, and represent 60.79% of Marmo Financial Group's stock portfolio.
  • Added to shares of these 8 stocks: BND, JPIE, VCLT, JPIB, SPHY, FDVV, AAPL, MSFT.
  • Reduced shares in these 10 stocks: TLT, SPY, QQQM, XSMO, VUG, MGV, IMCG, NFTY, VFH, SPSM.
  • Sold out of its position in TLT.
  • Marmo Financial Group was a net seller of stock by $-2.3M.
  • Marmo Financial Group has $185M in assets under management (AUM), dropping by -1.22%.
  • Central Index Key (CIK): 0001964829

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Portfolio Holdings for Marmo Financial Group

Marmo Financial Group holds 27 positions in its portfolio as reported in the December 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) 17.9 $33M 57k 586.13
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Vanguard Index Fds Growth Etf (VUG) 12.0 $22M 54k 410.49
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 10.7 $20M +12% 277k 71.90
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Vanguard World Mega Cap Val Etf (MGV) 10.7 $20M 159k 124.89
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Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 9.4 $17M -2% 262k 66.10
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 8.9 $16M -2% 78k 210.47
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First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY) 5.6 $10M 184k 55.97
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Ishares Tr MRGSTR MD CP GRW (IMCG) 4.8 $8.8M 117k 75.53
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Fidelity Covington Trust High Divid Etf (FDVV) 2.8 $5.2M 103k 49.92
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 2.6 $4.8M +2% 64k 74.78
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J P Morgan Exchange Traded F Income Etf (JPIE) 2.3 $4.2M +3% 93k 45.62
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J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 2.2 $4.1M +2% 86k 47.26
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Spdr Ser Tr Portfolio S&p600 (SPSM) 2.0 $3.7M -2% 82k 44.92
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Vanguard World Financials Etf (VFH) 1.9 $3.4M -3% 29k 118.07
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $2.8M -2% 5.6k 511.00
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Spdr Ser Tr Portfli High Yld (SPHY) 1.5 $2.7M 115k 23.47
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $2.2M 5.6k 401.57
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Ishares Gold Tr Ishares New (IAU) 0.4 $713k 14k 49.51
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First Ctzns Bancshares Inc N Cl A (FCNCA) 0.4 $649k 307.00 2113.02
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Apple (AAPL) 0.3 $505k +2% 2.0k 250.35
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Microsoft Corporation (MSFT) 0.2 $460k 1.1k 421.56
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Nike CL B (NKE) 0.2 $344k 4.6k 75.67
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AFLAC Incorporated (AFL) 0.2 $292k 2.8k 103.44
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $269k 633.00 425.50
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $243k 412.00 588.68
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Alphabet Cap Stk Cl C (GOOG) 0.1 $238k 1.3k 190.44
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Lowe's Companies (LOW) 0.1 $216k 874.00 246.93
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Past Filings by Marmo Financial Group

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