Marmo Financial Group, LLC
Q4 2024 13F Holdings
- Locationjohnson city, TN
- Num holdings
27
- Value ($000)
$185,155
- Date Filed01/23/2025
- Form type13F-HR
- CIK0001964829
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $33.23M | 18 % | 56,686 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $22.20M | 12 % | 54,080 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $19.90M | 11 % | 276,740 | ||
MGV VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | $19.89M | 11 % | 159,245 | ||
XSMO INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | 46137V498 | $17.34M | 9 % | 262,311 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $16.41M | 9 % | 77,983 | ||
NFTY FIRST TR EXCH TRD ALPHDX FD | INDIA NFTY50 EQW | 33737J802 | $10.28M | 6 % | 183,742 | ||
IMCG ISHARES TR | MRGSTR MD CP GRW | 464288307 | $8.84M | 5 % | 117,110 | ||
FDVV FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 | $5.15M | 3 % | 103,226 | ||
VCLT VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 | $4.78M | 3 % | 63,926 |
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