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Marmo Financial Group, LLC 13F Holdings
Holdings from the most recent 13F from Marmo Financial Group, LLC
Filed: 2023-05-11 (Q1 2023) | Holdings: 18 | Value: $105.1M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| SPY - SPDR S&P 500 ETF TR | Add 170% ($23.3M) | 35.21% | $37.0M | +36.84% | +8.79% | +27.82% | |
| IMCG - ISHARES TR | New Purchase | 10.68% | $11.2M | +28.83% | +8.18% | +22.70% | |
| SPSM - SPDR SER TR | Reduce 36% $(6.2M) | 10.52% | $11.1M | +11.92% | +10.28% | +19.87% | |
| QQQ - INVESCO QQQ TR | New Purchase | 9.89% | $10.4M | +46.48% | +13.50% | +36.51% | |
| VFH - VANGUARD WORLD FDS | New Purchase | 8.69% | $9.1M | +57.10% | +11.30% | +35.33% | |
| MGV - VANGUARD WORLD FD | Reduce 31% $(3.6M) | 7.68% | $8.1M | +27.82% | +6.53% | +20.97% | |
| PULS - PGIM ETF TR | Add 4% ($183.9K) | 4.89% | $5.1M | +12.08% | +1.59% | +6.62% | |
| XSMO - INVESCO EXCHANGE TRADED FD T | New Purchase | 4.64% | $4.9M | +40.94% | +13.37% | +37.54% | |
| FDVV - FIDELITY COVINGTON TRUST | Reduce 43% $(2.4M) | 2.97% | $3.1M | +34.06% | +7.71% | +25.20% | |
| IWF - ISHARES TR | Reduce 52% $(2.1M) | 1.77% | $1.9M | +47.95% | +10.86% | +35.98% | |
| ONEY - SPDR SER TR | Reduce 93% $(11.9M) | 0.91% | $954.1K | +21.05% | +8.34% | +21.20% | |
| IAU - ISHARES GOLD TR | Add 75% ($278.4K) | 0.62% | $647.6K | +63.00% | -5.50% | +15.57% | |
| NKE - NIKE INC | 0.53% | $558.1K | -50.83% | -10.74% | -22.32% | ||
| FCNCA - FIRST CTZNS BANCSHARES INC N | 0.28% | $298.7K | +43.56% | +17.11% | +40.12% | ||
| MSFT - MICROSOFT CORP | Add 2% ($4.3K) | 0.27% | $281.1K | +28.19% | +4.57% | +34.32% | |
| LOW - LOWES COS INC | Add 25% ($51.4K) | 0.24% | $255.4K | +12.98% | +11.63% | +16.94% | |
| DIA - SPDR DOW JONES INDL AVERAGE | New Purchase | 0.20% | $210.5K | +24.22% | +6.17% | +20.24% | |
| MKFG - MARKFORGED HOLDING CORPORATI | 0.01% | $15.4K | -46.14% | +64.77% | -40.91% | ||
| AFL - AFLAC INC | Reduce 100% | 0.00% | $0.00 | ||||
| RSPF - INVESCO EXCHANGE TRADED FD T | Reduce 100% | 0.00% | $0.00 | ||||
| IYF - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| XLU - SELECT SECTOR SPDR TR | Reduce 100% | 0.00% | $0.00 | ||||
| VDE - VANGUARD WORLD FDS | Reduce 100% | 0.00% | $0.00 | ||||