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Marmo Financial Group, LLC 13F Holdings
Holdings from the most recent 13F from Marmo Financial Group, LLC
Filed: 2025-04-16 (Q1 2025) | Holdings: 27 | Value: $182.8M | 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 | 17.41% | $31.8M | |||||
| VUG - VANGUARD INDEX FDS | Add 15% ($3.1M) | 12.67% | $23.2M | +6.06% | |||
| MGV - VANGUARD WORLD FD | Add 4% ($805.5K) | 11.67% | $21.3M | +2.24% | |||
| XSMO - INVESCO EXCHANGE TRADED FD T | Add 6% ($946.1K) | 9.52% | $17.4M | +4.21% | |||
| QQQM - INVESCO EXCH TRADED FD TR II | Reduce 4% $(654.0K) | 7.88% | $14.4M | ||||
| VFH - VANGUARD WORLD FD | Add 219% ($7.6M) | 6.08% | $11.1M | +3.57% | |||
| VCLT - VANGUARD SCOTTSDALE FDS | Add 101% ($4.9M) | 5.32% | $9.7M | +1.33% | |||
| IMCG - ISHARES TR | Reduce 6% $(511.2K) | 4.30% | $7.9M | +4.69% | |||
| IGSB - ISHARES TR | New Purchase | 3.83% | $7.0M | +0.89% | |||
| FDVV - FIDELITY COVINGTON TRUST | Add 10% ($500.4K) | 3.08% | $5.6M | +3.07% | |||
| JPIE - J P MORGAN EXCHANGE TRADED F | Add 17% ($727.4K) | 2.73% | $5.0M | +0.68% | |||
| JPIB - J P MORGAN EXCHANGE TRADED F | Add 19% ($772.8K) | 2.67% | $4.9M | +0.90% | |||
| SPHY - SPDR SER TR | Add 77% ($2.1M) | 2.60% | $4.8M | +1.57% | |||
| BND - VANGUARD BD INDEX FDS | Reduce 77% $(15.6M) | 2.59% | $4.7M | ||||
| SPSM - SPDR SER TR | Reduce 10% $(337.9K) | 1.65% | $3.0M | +4.56% | |||
| QQQ - INVESCO QQQ TR | Add 7% ($171.2K) | 1.52% | $2.8M | +5.68% | |||
| FLBL - FRANKLIN TEMPLETON ETF TR | New Purchase | 1.38% | $2.5M | +1.57% | |||
| IWF - ISHARES TR | Add 6% ($128.9K) | 1.17% | $2.1M | +5.87% | |||
| IAU - ISHARES GOLD TR | 0.46% | $845.7K | -0.53% | ||||
| FCNCA - FIRST CTZNS BANCSHARES INC N | 0.31% | $569.8K | +4.33% | ||||
| AAPL - APPLE INC | Reduce 5% $(22.0K) | 0.23% | $426.3K | +6.13% | |||
| MSFT - MICROSOFT CORP | Reduce 1% $(5.3K) | 0.22% | $404.6K | +4.84% | |||
| AFL - AFLAC INC | 0.17% | $313.3K | +0.10% | ||||
| NKE - NIKE INC | 0.16% | $288.9K | +7.06% | ||||
| IVV - ISHARES TR | 0.13% | $232.2K | +4.37% | ||||
| GLD - SPDR GOLD TR | New Purchase | 0.12% | $218.1K | ||||
| LOW - LOWES COS INC | Reduce 1% $(1.9K) | 0.11% | $202.0K | +2.33% | |||
| NFTY - FIRST TR EXCH TRD ALPHDX FD | Reduce 100% | 0.00% | $0.00 | ||||
| DIA - SPDR DOW JONES INDL AVERAGE | Reduce 100% | 0.00% | $0.00 | ||||
| GOOG - ALPHABET INC | Reduce 100% | 0.00% | $0.00 | ||||