Marmo Financial Group, LLC Top Holdings and 13F Report (2024) → READ THIS – If You Missed Out On The AI Boom (From Banyan Hill Publishing) (Ad) About Marmo Financial Group, LLCInvestment ActivityMarmo Financial Group, LLC has $164.39 million in total holdings as of March 31, 2024.Marmo Financial Group, LLC owns shares of 28 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 22.23% of the portfolio was purchased this quarter.About 8.94% of the portfolio was sold this quarter.This quarter, Marmo Financial Group, LLC has purchased 19 new stocks and bought additional shares in 9 stocks.Marmo Financial Group, LLC sold shares of 4 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $39,689,921Invesco NASDAQ 100 ETF $28,376,324iShares Morningstar Mid-Cap Growth ETF $14,686,958SPDR Portfolio S&P 600 Small Cap ETF $13,764,414Vanguard Financials ETF $11,562,904 Largest New Holdings this Quarter Schwab 5-10 Year Corporate Bond ETF $6,239,544 HoldingFirst Trust India NIFTY 50 Equal Weight ETF $4,936,723 HoldingVanguard Long-Term Corporate Bond ETF $3,388,767 HoldingJPMorgan Income ETF $2,547,305 HoldingJPMorgan International Bond Opportunities ETF $2,528,336 Holding Largest Purchases this Quarter Invesco NASDAQ 100 ETF 57,021 shares (about $10.42M)Schwab 5-10 Year Corporate Bond ETF 140,246 shares (about $6.24M)First Trust India NIFTY 50 Equal Weight ETF 86,670 shares (about $4.94M)Vanguard Long-Term Corporate Bond ETF 43,318 shares (about $3.39M)JPMorgan Income ETF 55,911 shares (about $2.55M) Largest Sales this Quarter Invesco QQQ 20,124 shares (about $8.94M)SPDR S&P 500 ETF Trust 7,010 shares (about $3.67M)PGIM Ultra Short Bond ETF 41,715 shares (about $2.07M)iShares Russell 1000 Growth ETF 59 shares (about $19.89K) 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$39,689,921$3,666,711 ▼-8.5%75,87924.1%FinanceQQQMInvesco NASDAQ 100 ETF$28,376,324$10,417,166 ▲58.0%155,32517.3%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$14,686,958$603,183 ▲4.3%207,7958.9%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$13,764,414$691,524 ▲5.3%319,8058.4%ETFVFHVanguard Financials ETF$11,562,904$326,010 ▲2.9%112,9307.0%ETFMGVVanguard Mega Cap Value ETF$10,188,654$480,786 ▲5.0%85,2546.2%ETFXSMOInvesco S&P SmallCap Momentum ETF$6,941,459$30,100 ▲0.4%115,0774.2%ETFSCHISchwab 5-10 Year Corporate Bond ETF$6,239,544$6,239,544 ▲New Holding140,2463.8%ETFNFTYFirst Trust India NIFTY 50 Equal Weight ETF$4,936,723$4,936,723 ▲New Holding86,6703.0%ManufacturingFDVVFidelity High Dividend ETF$4,114,152$210,329 ▲5.4%90,8002.5%ETFQQQInvesco QQQ$3,518,509$8,935,699 ▼-71.7%7,9242.1%FinanceVCLTVanguard Long-Term Corporate Bond ETF$3,388,767$3,388,767 ▲New Holding43,3182.1%ManufacturingPULSPGIM Ultra Short Bond ETF$2,855,876$2,073,246 ▼-42.1%57,4621.7%ETFJPIEJPMorgan Income ETF$2,547,305$2,547,305 ▲New Holding55,9111.5%ETFJPIBJPMorgan International Bond Opportunities ETF$2,528,336$2,528,336 ▲New Holding53,0941.5%ETFIWFiShares Russell 1000 Growth ETF$2,227,539$19,886 ▼-0.9%6,6091.4%ETFTLTiShares 20+ Year Treasury Bond ETF$1,877,261$1,877,261 ▲New Holding19,8401.1%ETFSPHYSPDR Portfolio High Yield Bond ETF$1,700,380$1,700,380 ▲New Holding72,4801.0%ETFIAUiShares Gold Trust$640,2750.0%15,2410.4%FinanceFCNCAFirst Citizens BancShares$501,9450.0%3070.3%FinanceMSFTMicrosoft$451,487$36,186 ▲8.7%1,0730.3%Computer and TechnologyNKENIKE$427,7030.0%4,5510.3%Consumer DiscretionaryAAPLApple$288,135$104,044 ▲56.5%1,6810.2%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$251,7820.0%6330.2%FinanceAFLAflac$241,9530.0%2,8180.1%FinanceLOWLowe's Companies$222,718$222,718 ▲New Holding8740.1%Retail/WholesaleGOOGAlphabet$202,506$202,506 ▲New Holding1,3300.1%Computer and TechnologyMKFGMarkforged$13,3780.0%16,0020.0%Industrial Products 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.