Marmo Financial Group, LLC
Q2 2025 13F Holdings
- Locationjohnson city, TN
- Num holdings
29
- Value ($000)
$200,777
- Date Filed07/16/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $35.51M | 18 % | 57,472 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $27.53M | 14 % | 62,794 | ||
MGV VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | $22.06M | 11 % | 168,124 | ||
XSMO INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | 46137V498 | $19.16M | 10 % | 281,674 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $16.92M | 8 % | 74,522 | ||
VANGUARD WORLD FD | FINANCIALS ETF | 92204A405 | $12.04M | 6 % | 94,553 | ||
VCLT VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 | $9.71M | 5 % | 127,911 | ||
IMCG ISHARES TR | MRGSTR MD CP GRW | 464288307 | $8.95M | 5 % | 111,569 | ||
IGSB ISHARES TR | ISHS 1-5YR INVS | 464288646 | $7.20M | 4 % | 136,534 | ||
FDVV FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 | $6.09M | 3 % | 117,146 |
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