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Marmo Financial Group, LLC 13F Holdings
Holdings from the most recent 13F from Marmo Financial Group, LLC
Filed: 2024-01-30 (Q4 2023) | Holdings: 19 | Value: $131.7M | 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 2% $(898.0K) | 29.90% | $39.4M | +14.48% | +2.72% | +24.75% | |
| QQQM - INVESCO EXCH TRADED FD TR II | New Purchase | 12.57% | $16.6M | +13.22% | +0.32% | +24.91% | |
| IMCG - ISHARES TR | Reduce 2% $(316.7K) | 9.75% | $12.8M | +11.00% | +2.43% | +23.53% | |
| SPSM - SPDR SER TR | Reduce 2% $(295.4K) | 9.73% | $12.8M | -3.95% | -1.34% | +13.60% | |
| QQQ - INVESCO QQQ TR | Reduce 4% $(472.9K) | 8.72% | $11.5M | +13.12% | +0.29% | +24.84% | |
| VFH - VANGUARD WORLD FDS | Reduce 2% $(257.2K) | 7.69% | $10.1M | +23.92% | +3.16% | +34.85% | |
| MGV - VANGUARD WORLD FD | Reduce 2% $(162.8K) | 6.74% | $8.9M | +12.31% | +2.85% | +19.40% | |
| XSMO - INVESCO EXCHANGE TRADED FD T | Reduce 3% $(232.4K) | 4.93% | $6.5M | +8.85% | +1.76% | +22.77% | |
| PULS - PGIM ETF TR | 3.72% | $4.9M | +6.91% | +1.52% | +5.93% | ||
| FDVV - FIDELITY COVINGTON TRUST | Reduce 2% $(77.9K) | 2.77% | $3.6M | +14.45% | +2.26% | +20.16% | |
| IWF - ISHARES TR | Reduce 7% $(147.0K) | 1.53% | $2.0M | +16.81% | +2.52% | +30.93% | |
| IAU - ISHARES GOLD TR | Reduce 2% $(9.1K) | 0.45% | $594.9K | +61.21% | +12.98% | +36.72% | |
| NKE - NIKE INC | 0.38% | $494.1K | -43.41% | -12.90% | -24.85% | ||
| FCNCA - FIRST CTZNS BANCSHARES INC N | 0.33% | $435.6K | +18.63% | +11.35% | +46.86% | ||
| MSFT - MICROSOFT CORP | Add 3% ($10.2K) | 0.28% | $371.2K | -2.80% | -2.77% | +2.75% | |
| DIA - SPDR DOW JONES INDL AVERAGE | 0.18% | $238.6K | +6.27% | -1.20% | +17.57% | ||
| AFL - AFLAC INC | 0.18% | $232.5K | +28.93% | -1.04% | +27.55% | ||
| AAPL - APPLE INC | New Purchase | 0.16% | $206.6K | +12.56% | -9.37% | +26.79% | |
| MKFG - MARKFORGED HOLDING CORPORATI | 0.01% | $13.1K | -31.61% | -12.32% | -59.17% | ||