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Marmo Financial Group, LLC 13F Holdings
Holdings from the most recent 13F from Marmo Financial Group, LLC
Filed: 2024-04-19 (Q1 2024) | Holdings: 28 | Value: $164.4M | 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 8% $(3.7M) | 24.14% | $39.7M | +12.02% | +11.77% | +4.54% | |
| QQQM - INVESCO EXCH TRADED FD TR II | Add 58% ($10.4M) | 17.26% | $28.4M | +14.00% | +15.78% | +4.54% | |
| IMCG - ISHARES TR | Add 4% ($603.2K) | 8.93% | $14.7M | +9.09% | +5.61% | +1.83% | |
| SPSM - SPDR SER TR | Add 5% ($691.5K) | 8.37% | $13.8M | -1.53% | +11.84% | -6.94% | |
| VFH - VANGUARD WORLD FD | Add 3% ($326.0K) | 7.03% | $11.6M | +19.67% | +7.82% | +13.41% | |
| MGV - VANGUARD WORLD FD | Add 5% ($480.8K) | 6.20% | $10.2M | +8.84% | +6.89% | +5.00% | |
| XSMO - INVESCO EXCHANGE TRADED FD T | 4.22% | $6.9M | +8.91% | +14.93% | +2.25% | ||
| SCHI - SCHWAB STRATEGIC TR | New Purchase | 3.80% | $6.2M | +8.96% | +4.38% | +7.21% | |
| NFTY - FIRST TR EXCH TRD ALPHDX FD | New Purchase | 3.00% | $4.9M | +2.86% | +8.23% | +2.72% | |
| FDVV - FIDELITY COVINGTON TRUST | Add 5% ($210.3K) | 2.50% | $4.1M | +12.49% | +11.70% | +7.68% | |
| QQQ - INVESCO QQQ TR | Reduce 72% $(8.9M) | 2.14% | $3.5M | +13.93% | +15.76% | +4.42% | |
| VCLT - VANGUARD SCOTTSDALE FDS | New Purchase | 2.06% | $3.4M | +5.99% | +4.91% | +2.42% | |
| PULS - PGIM ETF TR | Reduce 42% $(2.1M) | 1.74% | $2.9M | +5.55% | +1.50% | +5.34% | |
| JPIE - J P MORGAN EXCHANGE TRADED F | New Purchase | 1.55% | $2.5M | +8.39% | +3.13% | +7.73% | |
| JPIB - J P MORGAN EXCHANGE TRADED F | New Purchase | 1.54% | $2.5M | +7.72% | +2.52% | +6.96% | |
| IWF - ISHARES TR | Reduce 1% $(19.9K) | 1.36% | $2.2M | +15.13% | +15.53% | +4.95% | |
| TLT - ISHARES TR | New Purchase | 1.14% | $1.9M | +4.42% | +5.54% | +1.02% | |
| SPHY - SPDR SER TR | New Purchase | 1.03% | $1.7M | +9.35% | +4.25% | +7.20% | |
| IAU - ISHARES GOLD TR | 0.39% | $640.3K | +41.07% | +2.58% | +46.16% | ||
| FCNCA - FIRST CTZNS BANCSHARES INC N | 0.31% | $501.9K | +12.87% | +16.70% | +6.88% | ||
| MSFT - MICROSOFT CORP | Add 9% ($36.2K) | 0.27% | $451.5K | -1.31% | +10.91% | -9.55% | |
| NKE - NIKE INC | 0.26% | $427.7K | -37.97% | -20.58% | -39.59% | ||
| AAPL - APPLE INC | Add 57% ($104.0K) | 0.18% | $288.1K | +27.04% | +35.49% | +17.25% | |
| DIA - SPDR DOW JONES INDL AVERAGE | 0.15% | $251.8K | +6.76% | +6.32% | +1.59% | ||
| AFL - AFLAC INC | 0.15% | $242.0K | +31.64% | +13.55% | +28.02% | ||
| LOW - LOWES COS INC | New Purchase | 0.14% | $222.7K | -2.41% | +4.18% | -6.50% | |
| GOOG - ALPHABET INC | New Purchase | 0.12% | $202.5K | +5.52% | +17.66% | -3.49% | |
| MKFG - MARKFORGED HOLDING CORPORATI | 0.01% | $13.4K | -30.29% | -40.81% | -32.21% | ||