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Marmo Financial Group, LLC 13F Holdings
Holdings from the most recent 13F from Marmo Financial Group, LLC
Filed: 2025-07-16 (Q2 2025) | Holdings: 29 | Value: $200.8M | 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 | Add 1% ($361.4K) | 17.69% | $35.5M | ||||
| VUG - VANGUARD INDEX FDS | Add 1% ($150.4K) | 13.71% | $27.5M | +8.98% | +7.41% | ||
| MGV - VANGUARD WORLD FD | Add 2% ($344.7K) | 10.99% | $22.1M | +8.97% | +5.37% | ||
| XSMO - INVESCO EXCHANGE TRADED FD T | Add 2% ($291.5K) | 9.54% | $19.2M | +8.95% | +5.79% | ||
| QQQM - INVESCO EXCH TRADED FD TR II | 8.43% | $16.9M | |||||
| VFH - VANGUARD WORLD FD | Add 2% ($192.7K) | 6.00% | $12.0M | +6.41% | +0.41% | ||
| VCLT - VANGUARD SCOTTSDALE FDS | 4.84% | $9.7M | +4.93% | +7.57% | |||
| IMCG - ISHARES TR | Add 1% ($129.7K) | 4.46% | $9.0M | +0.82% | +1.78% | ||
| IGSB - ISHARES TR | Add 2% ($147.9K) | 3.59% | $7.2M | +2.63% | +2.25% | ||
| FDVV - FIDELITY COVINGTON TRUST | Add 3% ($199.3K) | 3.04% | $6.1M | +8.36% | +5.51% | ||
| JPIE - J P MORGAN EXCHANGE TRADED F | 2.50% | $5.0M | +2.91% | +2.19% | |||
| JPIB - J P MORGAN EXCHANGE TRADED F | 2.46% | $4.9M | +2.76% | +2.82% | |||
| SPHY - SPDR SERIES TRUST | Add 1% ($51.3K) | 2.43% | $4.9M | +3.33% | +2.54% | ||
| BND - VANGUARD BD INDEX FDS | Reduce 1% $(58.7K) | 2.34% | $4.7M | ||||
| QQQ - INVESCO QQQ TR | Add 6% ($210.2K) | 1.73% | $3.5M | +10.09% | +8.35% | ||
| SPSM - SPDR SERIES TRUST | Reduce 4% $(137.0K) | 1.50% | $3.0M | +11.76% | +5.91% | ||
| FLBL - FRANKLIN TEMPLETON ETF TR | Add 1% ($15.2K) | 1.27% | $2.6M | +0.58% | -0.56% | ||
| IWF - ISHARES TR | Reduce 1% $(14.0K) | 1.25% | $2.5M | +9.21% | +8.23% | ||
| IAU - ISHARES GOLD TR | 0.45% | $898.0K | +29.54% | +27.37% | |||
| FCNCA - FIRST CTZNS BANCSHARES INC N | 0.30% | $601.9K | -0.95% | -18.41% | |||
| MSFT - MICROSOFT CORP | Add 5% ($25.4K) | 0.28% | $561.5K | -5.04% | +1.73% | ||
| AAPL - APPLE INC | Add 3% ($11.9K) | 0.20% | $405.8K | +32.43% | +19.95% | ||
| NVDA - NVIDIA CORPORATION | New Purchase | 0.19% | $383.2K | +1.76% | +6.52% | ||
| AFL - AFLAC INC | Add 14% ($40.9K) | 0.17% | $338.1K | +10.13% | +7.23% | ||
| NKE - NIKE INC | Add 1% ($2.1K) | 0.16% | $325.3K | -5.36% | -6.10% | ||
| DIA - SPDR DOW JONES INDL AVERAGE | New Purchase | 0.14% | $280.4K | +10.41% | +4.90% | ||
| IVV - ISHARES TR | 0.13% | $257.4K | +9.53% | +6.74% | |||
| GLD - SPDR GOLD TR | 0.11% | $230.8K | |||||
| GOOG - ALPHABET INC | New Purchase | 0.11% | $222.3K | ||||
| LOW - LOWES COS INC | Reduce 100% | 0.00% | $0.00 | ||||