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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 $200.78 million in total holdings as of June 30, 2025.
  • Marmo Financial Group, LLC owns shares of 29 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
  • Approximately 1.53% of the portfolio was purchased this quarter.
  • About 0.23% of the portfolio was sold this quarter.
  • This quarter, Marmo Financial Group, LLC has purchased 27 new stocks and bought additional shares in 19 stocks.
  • Marmo Financial Group, LLC sold shares of 6 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

67066G104 - NVIDIA
$383,194 Holding
78467X109 - SPDR Dow Jones Industrial Average ETF Trust
$280,366 Holding
02079K107 - Alphabet
$222,265 Holding

Largest Purchases this Quarter

NVIDIA
2,425 shares (about $383.19K)
SPDR S&P 500 ETF Trust
585 shares (about $361.45K)
Vanguard Mega Cap Value ETF
2,627 shares (about $344.66K)
Invesco S&P SmallCap Momentum ETF
4,285 shares (about $291.47K)

Largest Sales this Quarter

SPDR Portfolio S&P 600 Small Cap ETF
3,216 shares (about $137.00K)
Vanguard Total Bond Market ETF
797 shares (about $58.68K)
Vanguard Long-Term Corporate Bond ETF
286 shares (about $21.71K)
Invesco NASDAQ 100 ETF
73 shares (about $16.58K)

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
$35,509,392$361,445 1.0%57,47217.7%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$27,528,725$150,370 0.5%62,79413.7%ETF
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$22,057,898$344,663 1.6%168,12411.0%ETF
Invesco S&P SmallCap Momentum ETF stock logo
XSMO
Invesco S&P SmallCap Momentum ETF
$19,159,492$291,466 1.5%281,6749.5%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$16,923,990$16,578 -0.1%74,5228.4%ETF
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$12,036,605$192,732 1.6%94,5536.0%ETF
Vanguard Long-Term Corporate Bond ETF stock logo
VCLT
Vanguard Long-Term Corporate Bond ETF
$9,708,447$21,707 -0.2%127,9114.8%Manufacturing
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$8,951,152$129,651 1.5%111,5694.5%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$7,203,583$147,887 2.1%136,5343.6%Manufacturing
Fidelity High Dividend ETF stock logo
FDVV
Fidelity High Dividend ETF
$6,093,935$199,289 3.4%117,1463.0%ETF
JPMorgan Income ETF stock logo
JPIE
JPMorgan Income ETF
$5,026,017$4,956 0.1%108,5062.5%ETF
JPIB
JPMorgan International Bond Opportunities ETF
$4,939,454$19,399 -0.4%101,5932.5%ETF
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$4,884,597$51,313 1.1%205,2352.4%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$4,689,237$58,684 -1.2%63,6862.3%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$3,479,889$210,184 6.4%6,3081.7%Finance
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$3,020,014$137,000 -4.3%70,8931.5%ETF
FLBL
Franklin Senior Loan ETF
$2,557,706$15,217 0.6%105,5591.3%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$2,502,036$14,011 -0.6%5,8931.2%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$898,047$3,555 0.4%14,4010.4%Finance
First Citizens BancShares, Inc. stock logo
FCNCA
First Citizens BancShares
$601,918$1,954 0.3%3080.3%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$561,479$25,364 4.7%1,1290.3%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$405,810$11,905 3.0%1,9770.2%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$383,194$383,194 New Holding2,4250.2%Computer and Technology
Aflac Incorporated stock logo
AFL
Aflac
$338,101$40,918 13.8%3,2060.2%Finance
NIKE, Inc. stock logo
NKE
NIKE
$325,337$2,060 0.6%4,5800.2%Consumer Discretionary
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$280,366$280,366 New Holding6360.1%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$257,398$1,240 0.5%4150.1%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$230,7560.0%7570.1%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$222,265$222,265 New Holding1,2530.1%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$0$201,977 -100.0%00.0%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
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