Marmo Financial Group

Marmo Financial Group as of Sept. 30, 2025

Portfolio Holdings for Marmo Financial Group

Marmo Financial Group holds 31 positions in its portfolio as reported in the September 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) 16.6 $34M 52k 666.18
Vanguard Index Fds Growth Etf (VUG) 15.4 $32M 66k 479.62
Vanguard World Mega Cap Val Etf (MGV) 10.0 $21M 150k 137.74
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 9.4 $19M 78k 247.12
Vanguard Index Fds Sm Cp Val Etf (VBR) 8.5 $18M 84k 208.71
Vanguard World Financials Etf (VFH) 6.5 $14M 103k 131.24
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 3.9 $8.1M 104k 77.65
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.6 $7.5M 141k 53.03
Fidelity Covington Trust High Divid Etf (FDVV) 3.0 $6.3M 112k 55.71
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 2.6 $5.4M 110k 49.03
Spdr Series Trust Portfli High Yld (SPHY) 2.4 $5.0M 211k 23.94
Spdr Series Trust Portfolio Short (SPSB) 2.4 $4.9M 161k 30.29
J P Morgan Exchange Traded F Income Etf (JPIE) 2.2 $4.6M 100k 46.41
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 2.1 $4.3M 59k 73.57
Vanguard Bd Index Fds Intermed Term (BIV) 2.0 $4.1M 53k 78.09
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.7 $3.6M 5.9k 600.42
Ishares Tr MRGSTR MD CP GRW (IMCG) 1.7 $3.4M 41k 82.73
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.4 $2.9M 58k 50.47
Ishares Tr Rus 1000 Grw Etf (IWF) 1.3 $2.8M 5.9k 468.44
Spdr Series Trust Portfolio S&p600 (SPSM) 0.9 $1.8M 39k 46.32
Ishares Gold Tr Ishares New (IAU) 0.5 $1.0M 14k 72.77
Microsoft Corporation (MSFT) 0.3 $595k 1.1k 518.14
First Ctzns Bancshares Inc D Cl A (FCNCA) 0.3 $551k 307.00 1794.76
Apple (AAPL) 0.2 $505k 2.0k 254.70
AFLAC Incorporated (AFL) 0.2 $360k 3.2k 111.72
NVIDIA Corporation (NVDA) 0.2 $340k 1.8k 186.61
Ishares Tr Core S&p500 Etf (IVV) 0.1 $278k 415.00 670.59
Spdr Gold Tr Gold Shs (GLD) 0.1 $269k 757.00 355.47
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $215k 966.00 222.27
Lowe's Companies (LOW) 0.1 $208k 826.00 251.41
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.1 $207k 1.9k 110.66