MF

Marmo Financial Group, LLC

13F
Marmo Financial Group, LLC
Last update 2024-10-24 28 Stocks (3 new)
Value $187.00 Mil Turnover 36 %
Countries:
Top Holdings: SPY(17.65%)VUG(11.19%)MGV(11.02%)BND(9.88%)XSMO(9.49%)
Portfolio Report
Summary Stock Picks Current Portfolio
Marmo Financial Group, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		S&P 500 ETF TRUST ETF
57,649
33076.680
-16.76%
17.650
-3.82%
0.010
+11.46%
+21.32%
596439.718
 
VUG 		Vanguard Growth ETF
54,655
20983.700
New Holding
11.190
+11.19%
0.020
+14.40%
+25.52%
133945.143
 
MGV 		Vanguard Mega Cap Value ETF
161,053
20659.880
+92.45%
11.020
+5.29%
0.260
+8.14%
+16.68%
8058.729
 
BND 		Vanguard Total Bond Market ETF
246,613
18523.100
New Holding
9.880
+9.88%
0.020
-1.80%
-0.75%
112315.442
 
XSMO 		Invesco S&P SmallCap Momentum ETF
268,613
17779.470
+139.42%
9.490
+5.53%
1.630
+11.14%
+18.81%
1109.436
 
QQQM 		Invesco NASDAQ 100 ETF
80,347
16137.600
-48.43%
8.610
-8.99%
0.050
+12.95%
+20.20%
34716.137
 
NFTY 		FIRST TR EXCH ALPH
186,015
12061.230
+77.73%
6.430
+2.81%
3.960
+0.38%
+11.93%
287.423
 
JKH 		iShares Morningstar Mid-Cap Growth ETF
119,048
8686.940
-42.56%
4.630
-3.61%
-
+6.84%
+13.13%
0.000
 
FDVV 		Fidelity High Dividend ETF
102,688
5201.120
+19.44%
2.770
+0.45%
0.140
+10.20%
+20.58%
3735.610
 
VCLT 		Vanguard Long-Term Corporate Bond ETF
62,383
5067.330
+3.27%
2.700
+0.09%
0.040
-1.36%
-2.89%
11520.555
 

Marmo Financial Group, LLC's Historical Top Holdings Breakdowns

Marmo Financial Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VUG 		Vanguard Growth ETF2024-09-30New Buy
+11.19%
●
341.08 ($371.89) 391.94
$390.21
4.93%
New holding
54,655
54,655
BND 		Vanguard Total Bond Market ETF2024-09-30New Buy
+9.88%
●
71.45 ($74) 75.64
$73.00
-1.35%
New holding
246,613
246,613
QQQM 		Invesco NASDAQ 100 ETF2024-09-30Reduce
-8.99%
●
178.94 ($194.76) 207
$202.58
4.02%
Reduce -48.43%
80,347
-75,462
SPSM 		SPDR Portfolio S&P 600 Small Cap ETF2024-09-30Reduce
-5.80%
●
41.02 ($43.93) 46.01
$45.64
3.89%
Reduce -73.21%
84,520
-230,921
XSMO 		Invesco S&P SmallCap Momentum ETF2024-09-30Add
+5.53%
●
59.5 ($63.66) 67.14
$67.32
5.75%
Add 139.42%
268,613
156,422
MGV 		Vanguard Mega Cap Value ETF2024-09-30Add
+5.29%
●
118 ($123.46) 128.32
$127.61
3.36%
Add 92.45%
161,053
77,368
VFH 		Vanguard Financials ETF2024-09-30Reduce
-4.55%
●
99.27 ($105.98) 111.21
$113.86
7.44%
Reduce -71.47%
30,044
-75,276
SPY 		S&P 500 ETF TRUST ETF2024-09-30Reduce
-3.82%
●
517.38 ($552.93) 573.76
$576.65
4.29%
Reduce -16.76%
57,649
-11,604
SCHI 		Schwab 5-10 Year Corporate Bond ETF2024-09-30Sold Out
-3.70%
●
21.86 ($22.67) 23.15
$22.40
-1.19%
Sold Out
0
-138,723
JKH 		iShares Morningstar Mid-Cap Growth ETF2024-09-30Reduce
-3.61%
●
65.15 ($69.37) 72.97
$374.17
439.38%
Reduce -42.56%
119,048
-88,191

Marmo Financial Group, LLC Total Holding History ($B)

To

Marmo Financial Group, LLC's Asset Allocation

To

Marmo Financial Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Marmo Financial Group, LLC's Hypothetical Growth since 2024-09-30

Marmo Financial Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Marmo Financial Group, LLC's Holdings Heat Map

Size field:

Marmo Financial Group, LLC's Holdings Bubble Chart

Marmo Financial Group, LLC News

  • 1

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