MF
| |
Marmo Financial Group, LLC13F | |
| Marmo Financial Group, LLC | |
| Last update 2025-07-16 | 29 Stocks (3 new) |
| Value $201.00 Mil | Turnover 2 % |
Marmo Financial Group, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 57,472 | 35,509.4 | +1.03% | 17.690 | +0.18% | 0.010 | +22.72% | +7.92% | 648,753.6 | ||
VUG | Vanguard Growth ETF | 62,794 | 27,528.7 | +0.55% | 13.710 | +0.07% | 0.020 | +31.41% | +9.64% | 165,246.7 | ||
MGV | Vanguard Mega Cap Value ETF | 168,124 | 22,057.9 | +1.59% | 10.990 | +0.17% | 0.240 | +11.43% | +5.29% | 9,066.7 | ||
XSMO | Invesco S&P SmallCap Momentum ETF | 281,674 | 19,159.5 | +1.54% | 9.540 | +0.15% | 1.110 | +18.90% | +3.55% | 1,744.4 | ||
QQQM | Invesco NASDAQ 100 ETF | 74,522 | 16,924.0 | -0.10% | 8.430 | -0.01% | 0.030 | +30.36% | +10.68% | 55,365.9 | ||
VFH | Vanguard Financials ETF | 94,553 | 12,036.6 | +1.63% | 6.000 | +0.10% | 0.100 | +17.30% | +8.46% | 11,952.3 | ||
VCLT |
Vanguard Long-Term Corporate Bond ETF
Vanguard Long-Term Corporate Bond ETF
| 127,911 | 9,708.5 | -0.22% | 4.840 | -0.01% | 0.090 | +3.54% | +0.04% | 10,416.8 | ||
JKH |
iShares Morningstar Mid-Cap Growth ETF
iShares Morningstar Mid-Cap Growth ETF
| 111,569 | 8,951.1 | +1.47% | 4.460 | +0.06% | - | +19.90% | +8.45% | 0 | ||
IGSB | iShares 1-3 Year Credit Bond ETF | 136,534 | 7,203.6 | +2.10% | 3.590 | +0.07% | 0.030 | +1.15% | +1.82% | 21,642.2 | ||
FDVV | Fidelity High Dividend ETF | 117,146 | 6,093.9 | +3.38% | 3.040 | +0.10% | 0.110 | +17.00% | +6.97% | 5,664.0 |
Marmo Financial Group, LLC's Historical Top Holdings Breakdowns
Marmo Financial Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2025-06-30 | New Buy New Buy | +0.19% | 94.31 ($125.57) 157.99 | $171.38 | 36.48% | New holding | 2,425 | 2,425 | |
SPY | SPDR S&P 500 ETF Trust | 2025-06-30 | Add Add | +0.18% | 496.48 ($571.44) 617.85 | $628.77 | 10.03% | Add 1.03% | 57,472 | 585 | |
MGV | Vanguard Mega Cap Value ETF | 2025-06-30 | Add Add | +0.17% | 114.87 ($125.46) 131.25 | $131.52 | 4.83% | Add 1.59% | 168,124 | 2,627 | |
XSMO | Invesco S&P SmallCap Momentum ETF | 2025-06-30 | Add Add | +0.15% | 55.15 ($63.76) 68.11 | $68.46 | 7.37% | Add 1.54% | 281,674 | 4,285 | |
DIA |
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
| 2025-06-30 | New Buy New Buy | +0.14% | 376.48 ($415.03) 440.65 | $443.44 | 6.85% | New holding | 636 | 636 | |
GOOG | Alphabet Inc | 2025-06-30 | New Buy New Buy | +0.11% | 146.58 ($165.11) 180.01 | $191.15 | 15.77% | New holding | 1,253 | 1,253 | |
LOW | Lowe's Companies Inc | 2025-06-30 | Sold Out Sold Out | -0.11% | 210.83 ($223.33) 235.28 | $220.91 | -1.08% | Sold Out | 0 | -866 | |
FDVV | Fidelity High Dividend ETF | 2025-06-30 | Add Add | +0.10% | 43.6 ($49.2) 52.02 | $53.42 | 8.58% | Add 3.38% | 117,146 | 3,831 | |
QQQ | INVESCO QQQ Trust | 2025-06-30 | Add Add | +0.10% | 416.06 ($496.89) 551.64 | $564.18 | 13.54% | Add 6.43% | 6,308 | 381 | |
VFH | Vanguard Financials ETF | 2025-06-30 | Add Add | +0.10% | 104.87 ($119.24) 127.3 | $128.06 | 7.40% | Add 1.63% | 94,553 | 1,514 |
Marmo Financial Group, LLC Total Holding History ($B)
Marmo Financial Group, LLC's Asset Allocation
Marmo Financial Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Marmo Financial Group, LLC's Hypothetical Growth since 2025-06-30
Marmo Financial Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Marmo Financial Group, LLC's Holdings Heat Map
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Marmo Financial Group, LLC's Holdings Bubble Chart
Marmo Financial Group, LLC News
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