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Marmo Financial Group, LLC 13F Holdings
Holdings from the most recent 13F from Marmo Financial Group, LLC
Filed: 2024-07-23 (Q2 2024) | Holdings: 28 | Value: $165.4M | 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 9% $(3.6M) | 22.78% | $37.7M | +1.27% | +5.86% | ||
| QQQM - INVESCO EXCH TRADED FD TR II | 18.56% | $30.7M | +0.23% | +4.06% | |||
| IMCG - ISHARES TR | 8.49% | $14.0M | +3.90% | +6.98% | |||
| SPSM - SPDR SER TR | Reduce 1% $(181.2K) | 7.92% | $13.1M | -12.14% | -0.05% | ||
| VFH - VANGUARD WORLD FD | Reduce 7% $(760.1K) | 6.36% | $10.5M | +11.18% | +9.61% | ||
| MGV - VANGUARD WORLD FD | Reduce 2% $(185.9K) | 5.99% | $9.9M | +2.28% | +6.36% | ||
| XSMO - INVESCO EXCHANGE TRADED FD T | Reduce 3% $(173.3K) | 4.07% | $6.7M | -5.92% | +0.76% | ||
| NFTY - FIRST TR EXCH TRD ALPHDX FD | Add 21% ($1.1M) | 3.81% | $6.3M | -4.84% | -1.23% | ||
| SCHI - SCHWAB STRATEGIC TR | Reduce 1% $(67.2K) | 3.70% | $6.1M | +4.36% | +2.37% | ||
| VCLT - VANGUARD SCOTTSDALE FDS | Add 39% ($1.3M) | 2.77% | $4.6M | +1.18% | +2.51% | ||
| FDVV - FIDELITY COVINGTON TRUST | Reduce 5% $(225.7K) | 2.43% | $4.0M | +1.52% | +7.12% | ||
| JPIE - J P MORGAN EXCHANGE TRADED F | Add 35% ($878.2K) | 2.07% | $3.4M | +5.08% | +2.10% | ||
| JPIB - J P MORGAN EXCHANGE TRADED F | Add 33% ($835.0K) | 2.02% | $3.3M | +4.97% | +2.12% | ||
| QQQ - INVESCO QQQ TR | Reduce 19% $(735.5K) | 1.85% | $3.1M | +0.18% | +4.05% | ||
| TLT - ISHARES TR | Add 41% ($739.1K) | 1.55% | $2.6M | -0.99% | +1.06% | ||
| SPHY - SPDR SER TR | Add 36% ($614.2K) | 1.39% | $2.3M | +5.03% | +2.94% | ||
| IWF - ISHARES TR | Reduce 16% $(379.1K) | 1.23% | $2.0M | +1.07% | +5.41% | ||
| PULS - PGIM ETF TR | Reduce 40% $(1.2M) | 1.03% | $1.7M | +3.93% | +1.50% | ||
| IAU - ISHARES GOLD TR | Reduce 6% $(36.9K) | 0.38% | $632.6K | +36.47% | +13.13% | ||
| FCNCA - FIRST CTZNS BANCSHARES INC N | 0.31% | $516.9K | -4.39% | +0.84% | |||
| MSFT - MICROSOFT CORP | 0.29% | $479.6K | -10.52% | -3.40% | |||
| AAPL - APPLE INC | 0.21% | $353.9K | -6.26% | +3.05% | |||
| NKE - NIKE INC | 0.21% | $343.0K | -20.18% | +8.39% | |||
| AFL - AFLAC INC | 0.15% | $251.7K | +15.75% | +18.91% | |||
| DIA - SPDR DOW JONES INDL AVERAGE | 0.15% | $247.6K | +1.02% | +5.92% | |||
| GOOG - ALPHABET INC | Reduce 6% $(14.7K) | 0.14% | $229.3K | -6.24% | -6.07% | ||
| IVV - ISHARES TR | New Purchase | 0.14% | $225.5K | +1.31% | +5.89% | ||
| MKFG - MARKFORGED HOLDING CORPORATI | 0.00% | $6.6K | +21.13% | +15.77% | |||
| LOW - LOWES COS INC | Reduce 100% | 0.00% | $0.00 | ||||