Marmo Financial Group

Marmo Financial Group as of June 30, 2025

Portfolio Holdings for Marmo Financial Group

Marmo Financial Group holds 29 positions in its portfolio as reported in the June 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) 17.7 $36M 58k 617.86
Vanguard Index Fds Growth Etf (VUG) 13.7 $28M 63k 438.40
Vanguard World Mega Cap Val Etf (MGV) 11.0 $22M 168k 131.20
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 9.5 $19M 282k 68.02
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 8.4 $17M 75k 227.10
Vanguard World Financials Etf (VFH) 6.0 $12M 95k 127.30
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 4.8 $9.7M 128k 75.90
Ishares Tr MRGSTR MD CP GRW (IMCG) 4.5 $9.0M 112k 80.23
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.6 $7.2M 137k 52.76
Fidelity Covington Trust High Divid Etf (FDVV) 3.0 $6.1M 117k 52.02
J P Morgan Exchange Traded F Income Etf (JPIE) 2.5 $5.0M 109k 46.32
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 2.5 $4.9M 102k 48.62
Spdr Series Trust Portfli High Yld (SPHY) 2.4 $4.9M 205k 23.80
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.3 $4.7M 64k 73.63
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.7 $3.5M 6.3k 551.66
Spdr Series Trust Portfolio S&p600 (SPSM) 1.5 $3.0M 71k 42.60
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 1.3 $2.6M 106k 24.23
Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $2.5M 5.9k 424.58
Ishares Gold Tr Ishares New (IAU) 0.4 $898k 14k 62.36
First Ctzns Bancshares Inc N Cl A (FCNCA) 0.3 $602k 308.00 1954.28
Microsoft Corporation (MSFT) 0.3 $562k 1.1k 497.32
Apple (AAPL) 0.2 $406k 2.0k 205.27
NVIDIA Corporation (NVDA) 0.2 $383k 2.4k 158.02
AFLAC Incorporated (AFL) 0.2 $338k 3.2k 105.46
Nike CL B (NKE) 0.2 $325k 4.6k 71.03
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $280k 636.00 440.83
Ishares Tr Core S&p500 Etf (IVV) 0.1 $257k 415.00 620.24
Spdr Gold Tr Gold Shs (GLD) 0.1 $231k 757.00 304.83
Alphabet Cap Stk Cl C (GOOG) 0.1 $222k 1.3k 177.39