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Marmo Financial Group, LLC Top Holdings and 13F Report (2025)

About Marmo Financial Group, LLC

Investment Activity

  • Marmo Financial Group, LLC has $185.15 million in total holdings as of December 31, 2024.
  • Marmo Financial Group, LLC owns shares of 27 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
  • Approximately 1.41% of the portfolio was purchased this quarter.
  • About 2.65% of the portfolio was sold this quarter.
  • This quarter, Marmo Financial Group, LLC has purchased 28 new stocks and bought additional shares in 8 stocks.
  • Marmo Financial Group, LLC sold shares of 12 stocks and completely divested from 1 stock this quarter.

Largest Purchases this Quarter

Vanguard Total Bond Market ETF
30,127 shares (about $2.17M)
JPMorgan Income ETF
3,328 shares (about $151.82K)
Vanguard Long-Term Corporate Bond ETF
1,543 shares (about $115.38K)
SPDR Portfolio High Yield Bond ETF
2,204 shares (about $51.73K)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust
963 shares (about $564.45K)
Invesco NASDAQ 100 ETF
2,364 shares (about $497.54K)
Invesco S&P SmallCap Momentum ETF
6,302 shares (about $416.55K)
Vanguard Growth ETF
575 shares (about $236.03K)
Vanguard Mega Cap Value ETF
1,808 shares (about $225.79K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMarmo Financial Group, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$33,225,639$564,448 -1.7%56,68617.9%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$22,199,468$236,034 -1.1%54,08012.0%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$19,898,432$2,166,221 12.2%276,74010.7%ETF
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$19,887,343$225,792 -1.1%159,24510.7%ETF
XSMO
Invesco S&P SmallCap Momentum ETF
$17,338,165$416,548 -2.3%262,3119.4%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$16,412,739$497,541 -2.9%77,9838.9%ETF
First Trust India NIFTY 50 Equal Weight ETF stock logo
NFTY
First Trust India NIFTY 50 Equal Weight ETF
$10,284,181$127,222 -1.2%183,7425.6%Manufacturing
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$8,844,832$146,369 -1.6%117,1104.8%ETF
Fidelity High Dividend ETF stock logo
FDVV
Fidelity High Dividend ETF
$5,152,932$26,856 0.5%103,2262.8%ETF
Vanguard Long-Term Corporate Bond ETF stock logo
VCLT
Vanguard Long-Term Corporate Bond ETF
$4,780,231$115,382 2.5%63,9262.6%Manufacturing
JPMorgan Income ETF stock logo
JPIE
JPMorgan Income ETF
$4,224,796$151,819 3.7%92,6112.3%ETF
JPIB
JPMorgan International Bond Opportunities ETF
$4,057,463$80,671 2.0%85,8562.2%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$3,701,346$95,275 -2.5%82,3992.0%ETF
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$3,440,701$106,618 -3.0%29,1411.9%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$2,842,166$83,293 -2.8%5,5621.5%Finance
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$2,699,268$51,728 2.0%115,0101.5%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$2,236,356$10,441 -0.5%5,5691.2%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$712,9930.0%14,4010.4%Finance
First Citizens BancShares, Inc. stock logo
FCNCA
First Citizens BancShares
$648,6970.0%3070.4%Finance
Apple Inc. stock logo
AAPL
Apple
$505,202$10,264 2.1%2,0180.3%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$460,344$8,010 1.8%1,0920.2%Computer and Technology
NIKE, Inc. stock logo
NKE
NIKE
$344,3740.0%4,5510.2%Consumer Discretionary
Aflac Incorporated stock logo
AFL
Aflac
$291,4940.0%2,8180.2%Finance
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$269,3420.0%6330.1%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$242,5360.0%4120.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$238,050$952 -0.4%1,2500.1%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$215,8140.0%8740.1%Retail/Wholesale
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$0$2,399,347 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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