Marmo Financial Group

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

  • Top 5 stock holdings are SPY, VUG, MGV, BND, XSMO, and represent 59.23% of Marmo Financial Group's stock portfolio.
  • Added to shares of these 10 stocks: VUG (+$21M), BND (+$19M), XSMO (+$10M), MGV (+$9.9M), NFTY (+$5.3M), FDVV, JPIE, JPIB, SPHY, LOW.
  • Started 3 new stock positions in LOW, VUG, BND.
  • Reduced shares in these 10 stocks: QQQM (-$15M), SPSM (-$11M), VFH (-$8.3M), SPY (-$6.7M), IMCG (-$6.4M), SCHI (-$6.1M), PULS, TLT, QQQ, MKFG.
  • Sold out of its positions in MKFG, PULS, SCHI.
  • Marmo Financial Group was a net buyer of stock by $13M.
  • Marmo Financial Group has $187M in assets under management (AUM), dropping by 13.30%.
  • 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 September 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) 17.6 $33M -16% 58k 573.76
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Vanguard Index Fds Growth Etf (VUG) 11.2 $21M NEW 55k 383.93
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Vanguard World Mega Cap Val Etf (MGV) 11.0 $21M +92% 161k 128.28
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 9.9 $19M NEW 247k 75.11
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Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 9.5 $18M +139% 269k 66.19
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 8.6 $16M -48% 80k 200.85
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First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY) 6.4 $12M +77% 186k 64.84
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Ishares Tr MRGSTR MD CP GRW (IMCG) 4.6 $8.7M -42% 119k 72.97
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Fidelity Covington Trust High Divid Etf (FDVV) 2.8 $5.2M +19% 103k 50.65
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 2.7 $5.1M +3% 62k 81.23
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J P Morgan Exchange Traded F Income Etf (JPIE) 2.2 $4.1M +18% 89k 46.39
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J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 2.2 $4.1M +18% 84k 48.65
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Spdr Ser Tr Portfolio S&p600 (SPSM) 2.1 $3.8M -73% 85k 45.51
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Vanguard World Financials Etf (VFH) 1.8 $3.3M -71% 30k 109.91
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $2.8M -10% 5.7k 488.05
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Spdr Ser Tr Portfli High Yld (SPHY) 1.4 $2.7M +14% 113k 24.05
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.3 $2.4M -12% 25k 98.10
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.1 $2.1M 5.6k 375.38
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Ishares Gold Tr Ishares New (IAU) 0.4 $716k 14k 49.70
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First Ctzns Bancshares Inc N Cl A (FCNCA) 0.3 $565k 307.00 1840.95
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Microsoft Corporation (MSFT) 0.2 $462k 1.1k 430.36
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Apple (AAPL) 0.2 $461k +17% 2.0k 232.92
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Nike CL B (NKE) 0.2 $402k 4.6k 88.40
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AFLAC Incorporated (AFL) 0.2 $315k 2.8k 111.80
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $268k 633.00 423.12
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $238k 412.00 576.82
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Lowe's Companies (LOW) 0.1 $237k NEW 874.00 270.98
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Alphabet Cap Stk Cl C (GOOG) 0.1 $210k 1.3k 167.19
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Past Filings by Marmo Financial Group

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