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Marmo Financial Group, LLC 13F Holdings
Holdings from the most recent 13F from Marmo Financial Group, LLC
Filed: 2023-11-13 (Q3 2023) | Holdings: 17 | Value: $105.4M | 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 1% $(528.8K) | 34.38% | $36.2M | +25.84% | +12.16% | +34.74% | |
| IMCG - ISHARES TR | Reduce 1% $(82.3K) | 11.07% | $11.7M | +24.83% | +15.93% | +35.06% | |
| SPSM - SPDR SER TR | Reduce 1% $(161.3K) | 10.88% | $11.5M | +9.10% | +12.85% | +31.29% | |
| QQQ - INVESCO QQQ TR | Reduce 2% $(205.3K) | 9.93% | $10.5M | +24.39% | +13.19% | +33.48% | |
| VFH - VANGUARD WORLD FDS | Reduce 2% $(175.5K) | 8.58% | $9.0M | +43.74% | +15.73% | +50.40% | |
| MGV - VANGUARD WORLD FD | 7.96% | $8.4M | +24.12% | +10.30% | +30.52% | ||
| XSMO - INVESCO EXCHANGE TRADED FD T | 5.46% | $5.8M | +24.19% | +15.68% | +42.36% | ||
| PULS - PGIM ETF TR | Reduce 3% $(131.1K) | 4.68% | $4.9M | +8.65% | +1.86% | +6.47% | |
| FDVV - FIDELITY COVINGTON TRUST | 3.22% | $3.4M | +27.49% | +10.85% | +35.34% | ||
| IWF - ISHARES TR | Reduce 1% $(19.9K) | 1.81% | $1.9M | +28.62% | +14.64% | +39.26% | |
| IAU - ISHARES GOLD TR | 0.51% | $541.5K | +68.03% | +1.51% | +30.62% | ||
| NKE - NIKE INC | 0.41% | $435.2K | -44.01% | +1.07% | -27.20% | ||
| FCNCA - FIRST CTZNS BANCSHARES INC N | 0.40% | $423.7K | +25.14% | +4.52% | +51.09% | ||
| MSFT - MICROSOFT CORP | Reduce 2% $(4.7K) | 0.29% | $303.2K | +6.84% | +10.80% | +15.93% | |
| AFL - AFLAC INC | New Purchase | 0.21% | $216.3K | +36.05% | -3.17% | +36.86% | |
| DIA - SPDR DOW JONES INDL AVERAGE | 0.20% | $212.0K | +18.36% | +11.12% | +28.19% | ||
| MKFG - MARKFORGED HOLDING CORPORATI | 0.02% | $23.2K | -42.89% | -21.69% | -48.31% | ||
| AAPL - APPLE INC | Reduce 100% | 0.00% | $0.00 | ||||
| LOW - LOWES COS INC | Reduce 100% | 0.00% | $0.00 | ||||