Marmo Financial Group, LLC

Q1 2025 13F Holdings

  • Location
    johnson city, TN
  • Num holdings

    27

  • Value ($000)

    $182,769

  • Date Filed
    04/16/2025
  • Form type
    13F-HR
  • CIK
    0001964829
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$31.82M
17 %

56,887

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
$23.16M
13 %

62,451

MGV
MGV

VANGUARD WORLD FD

MEGA CAP VAL ETF
$21.32M
12 %

165,497

XSMO
XSMO

INVESCO EXCHANGE TRADED FD T

S&P SMLCP MOMENT
$17.41M
10 %

277,389

QQQM
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
$14.40M
8 %

74,595

---

VANGUARD WORLD FD

FINANCIALS ETF
$11.12M
6 %

93,039

VCLT
VCLT

VANGUARD SCOTTSDALE FDS

LG-TERM COR BD
$9.73M
5 %

128,197

IMCG
IMCG

ISHARES TR

MRGSTR MD CP GRW
$7.85M
4 %

109,953

IGSB
IGSB

ISHARES TR

ISHS 1-5YR INVS
$7.00M
4 %

133,731

FDVV
FDVV

FIDELITY COVINGTON TRUST

HIGH DIVID ETF
$5.62M
3 %

113,315

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