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Marmo Financial Group, LLC 13F Holdings
Holdings from the most recent 13F from Marmo Financial Group, LLC
Filed: 2025-10-24 (Q3 2025) | Holdings: 31 | Value: $206.5M | 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 | Reduce 10% $(4.0M) | 16.60% | $34.3M | ||||
| VUG - VANGUARD INDEX FDS | Add 6% ($1.7M) | 15.41% | $31.8M | -2.12% | |||
| MGV - VANGUARD WORLD FD | Reduce 11% $(2.5M) | 10.01% | $20.7M | +2.02% | |||
| QQQM - INVESCO EXCH TRADED FD TR II | Add 5% ($908.4K) | 9.36% | $19.3M | ||||
| VBR - VANGUARD INDEX FDS | New Purchase | 8.52% | $17.6M | ||||
| VFH - VANGUARD WORLD FD | Add 8% ($1.1M) | 6.52% | $13.5M | +3.36% | |||
| VCLT - VANGUARD SCOTTSDALE FDS | Reduce 19% $(1.8M) | 3.92% | $8.1M | -3.12% | |||
| IGSB - ISHARES TR | Add 3% ($243.5K) | 3.62% | $7.5M | +0.21% | |||
| FDVV - FIDELITY COVINGTON TRUST | Reduce 4% $(268.5K) | 3.03% | $6.3M | +0.92% | |||
| JPIB - J P MORGAN EXCHANGE TRADED F | Add 9% ($428.4K) | 2.62% | $5.4M | -0.38% | |||
| SPHY - SPDR SERIES TRUST | Add 3% ($131.3K) | 2.44% | $5.0M | +0.26% | |||
| SPSB - SPDR SERIES TRUST | New Purchase | 2.35% | $4.9M | +0.37% | |||
| JPIE - J P MORGAN EXCHANGE TRADED F | Reduce 8% $(393.0K) | 2.25% | $4.6M | +0.58% | |||
| XSMO - INVESCO EXCHANGE TRADED FD T | Reduce 79% $(16.4M) | 2.10% | $4.3M | -0.04% | |||
| BIV - VANGUARD BD INDEX FDS | New Purchase | 1.99% | $4.1M | -0.37% | |||
| QQQ - INVESCO QQQ TR | Reduce 6% $(220.4K) | 1.73% | $3.6M | -1.75% | |||
| IMCG - ISHARES TR | Reduce 63% $(5.8M) | 1.66% | $3.4M | -3.30% | |||
| JMUB - J P MORGAN EXCHANGE TRADED F | New Purchase | 1.43% | $2.9M | +0.07% | |||
| IWF - ISHARES TR | 1.34% | $2.8M | -2.39% | ||||
| SPSM - SPDR SERIES TRUST | Reduce 45% $(1.5M) | 0.87% | $1.8M | +1.79% | |||
| IAU - ISHARES GOLD TR | 0.51% | $1.0M | +6.61% | ||||
| MSFT - MICROSOFT CORP | Add 2% ($9.8K) | 0.29% | $594.8K | -9.85% | |||
| FCNCA - FIRST CTZNS BANCSHARES INC D | 0.27% | $551.0K | +14.88% | ||||
| AAPL - APPLE INC | 0.24% | $504.8K | +5.16% | ||||
| AFL - AFLAC INC | 0.17% | $360.0K | +2.98% | ||||
| NVDA - NVIDIA CORPORATION | Reduce 25% $(112.9K) | 0.16% | $339.6K | -7.87% | |||
| IVV - ISHARES TR | 0.13% | $278.3K | -0.13% | ||||
| GLD - SPDR GOLD TR | 0.13% | $269.1K | |||||
| FTEC - FIDELITY COVINGTON TRUST | New Purchase | 0.10% | $214.7K | -3.94% | |||
| LOW - LOWES COS INC | New Purchase | 0.10% | $207.7K | +1.58% | |||
| RWL - INVESCO EXCH TRADED FD TR II | New Purchase | 0.10% | $206.6K | +2.16% | |||
| BND - VANGUARD BD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| DIA - SPDR DOW JONES INDL AVERAGE | Reduce 100% | 0.00% | $0.00 | ||||
| FLBL - FRANKLIN TEMPLETON ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| GOOG - ALPHABET INC | Reduce 100% | 0.00% | $0.00 | ||||
| NKE - NIKE INC | Reduce 100% | 0.00% | $0.00 | ||||