Marmo Financial Group

Marmo Financial Group as of March 31, 2025

Portfolio Holdings for Marmo Financial Group

Marmo Financial Group holds 27 positions in its portfolio as reported in the March 2025 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) 17.4 $32M 57k 559.39
Vanguard Index Fds Growth Etf (VUG) 12.7 $23M 63k 370.82
Vanguard World Mega Cap Val Etf (MGV) 11.7 $21M 166k 128.84
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 9.5 $17M 277k 62.75
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 7.9 $14M 75k 193.02
Vanguard World Financials Etf (VFH) 6.1 $11M 93k 119.47
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 5.3 $9.7M 128k 75.91
Ishares Tr MRGSTR MD CP GRW (IMCG) 4.3 $7.9M 110k 71.43
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.8 $7.0M 134k 52.37
Fidelity Covington Trust High Divid Etf (FDVV) 3.1 $5.6M 113k 49.60
J P Morgan Exchange Traded F Income Etf (JPIE) 2.7 $5.0M 108k 46.07
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 2.7 $4.9M 102k 47.89
Spdr Ser Tr Portfli High Yld (SPHY) 2.6 $4.8M 203k 23.42
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.6 $4.7M 65k 73.45
Spdr Ser Tr Portfolio S&p600 (SPSM) 1.7 $3.0M 74k 40.76
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $2.8M 5.9k 468.92
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 1.4 $2.5M 105k 24.07
Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $2.1M 5.9k 361.11
Ishares Gold Tr Ishares New (IAU) 0.5 $846k 14k 58.96
First Ctzns Bancshares Inc N Cl A (FCNCA) 0.3 $570k 307.00 1856.11
Apple (AAPL) 0.2 $426k 1.9k 222.15
Microsoft Corporation (MSFT) 0.2 $405k 1.1k 375.28
AFLAC Incorporated (AFL) 0.2 $313k 2.8k 111.19
Nike CL B (NKE) 0.2 $289k 4.6k 63.48
Ishares Tr Core S&p500 Etf (IVV) 0.1 $232k 413.00 562.27
Spdr Gold Tr Gold Shs (GLD) 0.1 $218k 757.00 288.14
Lowe's Companies (LOW) 0.1 $202k 866.00 233.23