10,000+ stock pitches from top investors available on joinyellowbrick.com
Marmo Financial Group, LLC 13F Holdings
Holdings from the most recent 13F from Marmo Financial Group, LLC
Filed: 2025-01-23 (Q4 2024) | Holdings: 27 | Value: $185.2M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| SPY - SPDR S&P 500 ETF TR | Reduce 2% $(564.4K) | 17.94% | $33.2M | +12.78% | -10.08% | ||
| VUG - VANGUARD INDEX FDS | Reduce 1% $(236.0K) | 11.99% | $22.2M | +14.09% | -12.99% | ||
| BND - VANGUARD BD INDEX FDS | Add 12% ($2.2M) | 10.75% | $19.9M | +6.54% | +2.27% | ||
| MGV - VANGUARD WORLD FD | Reduce 1% $(225.8K) | 10.74% | $19.9M | +10.28% | -5.95% | ||
| XSMO - INVESCO EXCHANGE TRADED FD T | Reduce 2% $(416.5K) | 9.36% | $17.3M | +8.18% | -11.42% | ||
| QQQM - INVESCO EXCH TRADED FD TR II | Reduce 3% $(497.5K) | 8.86% | $16.4M | +15.60% | -12.19% | ||
| NFTY - FIRST TR EXCH TRD ALPHDX FD | Reduce 1% $(127.2K) | 5.55% | $10.3M | +4.78% | +5.61% | ||
| IMCG - ISHARES TR | Reduce 2% $(146.4K) | 4.78% | $8.8M | +2.12% | -10.56% | ||
| FDVV - FIDELITY COVINGTON TRUST | Add 1% ($26.9K) | 2.78% | $5.2M | +13.43% | -6.94% | ||
| VCLT - VANGUARD SCOTTSDALE FDS | Add 2% ($115.4K) | 2.58% | $4.8M | +6.92% | +0.69% | ||
| JPIE - J P MORGAN EXCHANGE TRADED F | Add 4% ($151.8K) | 2.28% | $4.2M | +6.36% | +1.38% | ||
| JPIB - J P MORGAN EXCHANGE TRADED F | Add 2% ($80.7K) | 2.19% | $4.1M | +7.00% | +2.36% | ||
| SPSM - SPDR SER TR | Reduce 3% $(95.3K) | 2.00% | $3.7M | +5.49% | -15.86% | ||
| VFH - VANGUARD WORLD FD | Reduce 3% $(106.6K) | 1.86% | $3.4M | +9.76% | -6.16% | ||
| QQQ - INVESCO QQQ TR | Reduce 3% $(83.3K) | 1.54% | $2.8M | +15.56% | -12.19% | ||
| SPHY - SPDR SER TR | Add 2% ($51.7K) | 1.46% | $2.7M | +6.58% | -0.31% | ||
| IWF - ISHARES TR | 1.21% | $2.2M | +13.03% | -13.99% | |||
| IAU - ISHARES GOLD TR | 0.39% | $713.0K | +54.71% | +20.42% | |||
| FCNCA - FIRST CTZNS BANCSHARES INC N | 0.35% | $648.7K | -10.87% | -22.60% | |||
| AAPL - APPLE INC | Add 2% ($10.3K) | 0.27% | $505.2K | +24.36% | -7.20% | ||
| MSFT - MICROSOFT CORP | Add 2% ($8.0K) | 0.25% | $460.3K | +8.29% | -12.82% | ||
| NKE - NIKE INC | 0.19% | $344.4K | -6.77% | -20.65% | |||
| AFL - AFLAC INC | 0.16% | $291.5K | +7.79% | +5.19% | |||
| DIA - SPDR DOW JONES INDL AVERAGE | 0.15% | $269.3K | +10.55% | -9.50% | |||
| IVV - ISHARES TR | 0.13% | $242.5K | +12.86% | -10.09% | |||
| GOOG - ALPHABET INC | 0.13% | $238.1K | +55.98% | -19.11% | |||
| LOW - LOWES COS INC | 0.12% | $215.8K | -3.74% | -14.44% | |||
| TLT - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||