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Marmo Financial Group, LLC 13F Holdings
Holdings from the most recent 13F from Marmo Financial Group, LLC
Filed: 2023-07-21 (Q2 2023) | Holdings: 18 | Value: $110.6M | 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 | Reduce 5% $(1.9M) | 34.46% | $38.1M | +24.32% | -6.93% | +24.05% | |
| IMCG - ISHARES TR | Add 5% ($642.1K) | 11.33% | $12.5M | +15.43% | -12.25% | +11.75% | |
| SPSM - SPDR SER TR | Add 8% ($873.4K) | 11.06% | $12.2M | -0.02% | -13.42% | +13.56% | |
| QQQ - INVESCO QQQ TR | Reduce 8% $(964.5K) | 9.94% | $11.0M | +26.91% | -5.43% | +28.95% | |
| VFH - VANGUARD WORLD FDS | Reduce 2% $(206.4K) | 8.42% | $9.3M | +39.26% | -9.33% | +25.48% | |
| MGV - VANGUARD WORLD FD | Add 4% ($323.3K) | 7.78% | $8.6M | +19.26% | -7.04% | +17.13% | |
| XSMO - INVESCO EXCHANGE TRADED FD T | Add 13% ($675.7K) | 5.23% | $5.8M | +25.45% | -7.76% | +32.38% | |
| PULS - PGIM ETF TR | Reduce 2% $(93.7K) | 4.57% | $5.1M | +10.68% | +1.42% | +6.44% | |
| FDVV - FIDELITY COVINGTON TRUST | Add 8% ($246.4K) | 3.17% | $3.5M | +22.47% | -7.72% | +21.62% | |
| IWF - ISHARES TR | Reduce 5% $(102.1K) | 1.80% | $2.0M | +31.52% | -5.20% | +31.98% | |
| IAU - ISHARES GOLD TR | Reduce 11% $(67.5K) | 0.51% | $563.1K | +67.67% | +0.46% | +21.92% | |
| NKE - NIKE INC | 0.45% | $502.3K | -46.29% | -6.57% | -31.23% | ||
| FCNCA - FIRST CTZNS BANCSHARES INC N | 0.36% | $394.0K | +29.33% | -5.87% | +33.71% | ||
| MSFT - MICROSOFT CORP | 0.30% | $332.1K | +14.85% | -4.58% | +29.07% | ||
| LOW - LOWES COS INC | Reduce 16% $(45.4K) | 0.22% | $242.9K | -1.92% | -19.18% | +4.70% | |
| DIA - SPDR DOW JONES INDL AVERAGE | 0.20% | $217.7K | +17.17% | -6.19% | +16.69% | ||
| AAPL - APPLE INC | New Purchase | 0.19% | $207.4K | +9.15% | -10.43% | +16.41% | |
| MKFG - MARKFORGED HOLDING CORPORATI | 0.02% | $19.4K | -60.17% | -9.24% | -66.18% | ||
| ONEY - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||