Marmo Financial Group, LLC Top Holdings and 13F Report (2025) About Marmo Financial Group, LLCInvestment ActivityMarmo Financial Group, LLC has $182.77 million in total holdings as of March 31, 2025.Marmo Financial Group, LLC owns shares of 27 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 17.29% of the portfolio was purchased this quarter.About 15.27% of the portfolio was sold this quarter.This quarter, Marmo Financial Group, LLC has purchased 27 new stocks and bought additional shares in 13 stocks.Marmo Financial Group, LLC sold shares of 8 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $31,822,261Vanguard Growth ETF $23,157,995Vanguard Mega Cap Value ETF $21,322,664Invesco S&P SmallCap Momentum ETF $17,406,160Invesco NASDAQ 100 ETF $14,398,295 Largest New Holdings this Quarter 464288646 - iShares 1-5 Year Investment Grade Corporate Bond ETF $7,003,471 Holding35473P595 - Franklin Senior Loan ETF $2,525,679 Holding78463V107 - SPDR Gold Shares $218,122 Holding Largest Purchases this Quarter Vanguard Financials ETF 63,898 shares (about $7.63M)iShares 1-5 Year Investment Grade Corporate Bond ETF 133,731 shares (about $7.00M)Vanguard Long-Term Corporate Bond ETF 64,271 shares (about $4.88M)Vanguard Growth ETF 8,371 shares (about $3.10M)Franklin Senior Loan ETF 104,931 shares (about $2.53M) Largest Sales this Quarter Vanguard Total Bond Market ETF 212,257 shares (about $15.59M)Invesco NASDAQ 100 ETF 3,388 shares (about $653.95K)iShares Morningstar Mid-Cap Growth ETF 7,157 shares (about $511.23K)SPDR Portfolio S&P 600 Small Cap ETF 8,290 shares (about $337.90K)Apple 99 shares (about $21.99K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMarmo Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$31,822,261$112,438 ▲0.4%56,88717.4%FinanceVUGVanguard Growth ETF$23,157,995$3,104,123 ▲15.5%62,45112.7%ETFMGVVanguard Mega Cap Value ETF$21,322,664$805,509 ▲3.9%165,49711.7%ETFXSMOInvesco S&P SmallCap Momentum ETF$17,406,160$946,145 ▲5.7%277,3899.5%ETFQQQMInvesco NASDAQ 100 ETF$14,398,295$653,950 ▼-4.3%74,5957.9%ETFVFHVanguard Financials ETF$11,115,415$7,633,925 ▲219.3%93,0396.1%ETFVCLTVanguard Long-Term Corporate Bond ETF$9,731,425$4,878,807 ▲100.5%128,1975.3%ManufacturingIMCGiShares Morningstar Mid-Cap Growth ETF$7,853,958$511,226 ▼-6.1%109,9534.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$7,003,471$7,003,471 ▲New Holding133,7313.8%ManufacturingFDVVFidelity High Dividend ETF$5,620,400$500,412 ▲9.8%113,3153.1%ETFJPIEJPMorgan Income ETF$4,993,924$727,351 ▲17.0%108,3992.7%ETFJPIBJPMorgan International Bond Opportunities ETF$4,884,398$772,753 ▲18.8%101,9922.7%ETFSPHYSPDR Portfolio High Yield Bond ETF$4,756,100$2,062,572 ▲76.6%203,0792.6%ETFBNDVanguard Total Bond Market ETF$4,736,301$15,590,358 ▼-76.7%64,4832.6%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$3,020,681$337,900 ▼-10.1%74,1091.7%ETFQQQInvesco QQQ$2,779,283$171,155 ▲6.6%5,9271.5%FinanceFLBLFranklin Senior Loan ETF$2,525,679$2,525,679 ▲New Holding104,9311.4%ETFIWFiShares Russell 1000 Growth ETF$2,139,932$128,916 ▲6.4%5,9261.2%ETFIAUiShares Gold Trust$845,722$3,361 ▼-0.4%14,3440.5%FinanceFCNCAFirst Citizens BancShares$569,8270.0%3070.3%FinanceAAPLApple$426,303$21,993 ▼-4.9%1,9190.2%Computer and TechnologyMSFTMicrosoft$404,553$5,254 ▼-1.3%1,0780.2%Computer and TechnologyAFLAflac$313,3330.0%2,8180.2%FinanceNKENIKE$288,8970.0%4,5510.2%Consumer DiscretionaryIVViShares Core S&P 500 ETF$232,216$562 ▲0.2%4130.1%ETFGLDSPDR Gold Shares$218,122$218,122 ▲New Holding7570.1%FinanceLOWLowe's Companies$201,977$1,866 ▼-0.9%8660.1%Retail/WholesaleNFTYFirst Trust India NIFTY 50 Equal Weight ETF$0$10,284,181 ▼-100.0%00.0%ManufacturingDIASPDR Dow Jones Industrial Average ETF Trust$0$269,342 ▼-100.0%00.0%FinanceGOOGAlphabet$0$238,050 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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