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Marmo Financial Group, LLC 13F Holdings
Holdings from the most recent 13F from Marmo Financial Group, LLC
Filed: 2024-10-24 (Q3 2024) | Holdings: 28 | Value: $187.4M | 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 17% $(6.7M) | 17.65% | $33.1M | -4.70% | +3.42% | ||
| VUG - VANGUARD INDEX FDS | New Purchase | 11.19% | $21.0M | -3.81% | +5.36% | ||
| MGV - VANGUARD WORLD FD | Add 92% ($9.9M) | 11.02% | $20.7M | -4.17% | +2.34% | ||
| BND - VANGUARD BD INDEX FDS | New Purchase | 9.88% | $18.5M | +1.49% | -0.51% | ||
| XSMO - INVESCO EXCHANGE TRADED FD T | Add 139% ($10.4M) | 9.49% | $17.8M | -7.05% | +3.89% | ||
| QQQM - INVESCO EXCH TRADED FD TR II | Reduce 48% $(15.2M) | 8.61% | $16.1M | -4.23% | +4.04% | ||
| NFTY - FIRST TR EXCH TRD ALPHDX FD | Add 78% ($5.3M) | 6.43% | $12.1M | -3.08% | -8.16% | ||
| IMCG - ISHARES TR | Reduce 43% $(6.4M) | 4.63% | $8.7M | -3.64% | +6.21% | ||
| FDVV - FIDELITY COVINGTON TRUST | Add 19% ($846.5K) | 2.77% | $5.2M | -5.51% | -0.05% | ||
| VCLT - VANGUARD SCOTTSDALE FDS | Add 3% ($160.3K) | 2.70% | $5.1M | -1.73% | -1.82% | ||
| JPIE - J P MORGAN EXCHANGE TRADED F | Add 19% ($651.9K) | 2.21% | $4.1M | +2.95% | +1.48% | ||
| JPIB - J P MORGAN EXCHANGE TRADED F | Add 19% ($648.9K) | 2.18% | $4.1M | +2.69% | +0.24% | ||
| SPSM - SPDR SER TR | Reduce 73% $(10.5M) | 2.05% | $3.8M | -12.64% | +3.66% | ||
| VFH - VANGUARD WORLD FD | Reduce 71% $(8.3M) | 1.76% | $3.3M | +1.06% | +9.64% | ||
| QQQ - INVESCO QQQ TR | Reduce 10% $(324.1K) | 1.49% | $2.8M | -4.26% | +4.02% | ||
| SPHY - SPDR SER TR | Add 14% ($333.9K) | 1.45% | $2.7M | +1.81% | +2.08% | ||
| TLT - ISHARES TR | Reduce 12% $(337.0K) | 1.28% | $2.4M | -2.38% | -4.08% | ||
| IWF - ISHARES TR | 1.12% | $2.1M | -4.48% | +5.59% | |||
| IAU - ISHARES GOLD TR | 0.38% | $715.7K | +20.95% | +0.43% | |||
| FCNCA - FIRST CTZNS BANCSHARES INC N | 0.30% | $565.2K | -4.45% | +17.09% | |||
| MSFT - MICROSOFT CORP | 0.25% | $461.8K | -7.81% | +2.03% | |||
| AAPL - APPLE INC | Add 18% ($68.9K) | 0.25% | $460.5K | -8.71% | +0.16% | ||
| NKE - NIKE INC | 0.21% | $402.3K | -26.52% | -4.11% | |||
| AFL - AFLAC INC | 0.17% | $315.1K | -2.66% | -3.01% | |||
| DIA - SPDR DOW JONES INDL AVERAGE | 0.14% | $267.8K | -5.01% | +5.50% | |||
| IVV - ISHARES TR | 0.13% | $237.7K | -4.71% | +3.44% | |||
| LOW - LOWES COS INC | New Purchase | 0.13% | $236.8K | -17.53% | -0.32% | ||
| GOOG - ALPHABET INC | 0.11% | $209.8K | -0.69% | +17.31% | |||
| MKFG - MARKFORGED HOLDING CORPORATI | Reduce 100% | 0.00% | $0.00 | ||||
| PULS - PGIM ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| SCHI - SCHWAB STRATEGIC TR | Reduce 100% | 0.00% | $0.00 | ||||