Marmo Financial Group, LLC Portfolio Holdings

Marmo Financial Group, LLC

  • $185 Billion
  • Q4 2024

Marmo Financial Group, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $185 Billion distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $33.2B, Vanguard Growth ETF with a value of $22.2B, Vanguard Bd Index Fd Inc Total with a value of $19.9B, Vanguard Mega Cap Value with a value of $19.9B, and Invesco S&P Smallcap Momentum with a value of $17.3B.

Examining the 13F form we can see an decrease of $2.29B in the current position value, from $187B to 185B.

Marmo Financial Group, LLC is based out at Johnson City, TN

Below you can find more details about Marmo Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $185 Billion
ETFs: $168 Billion
Technology: $966 Million
Financial Services: $940 Million
Consumer Cyclical: $560 Million
Communication Services: $238 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.2 Billion 17.94% of portfolio
56,686
Q4 2024 Reduced 1.67%
$0
$22.2 Billion 11.99% of portfolio
54,080
Q4 2024 Reduced 1.05%
$0
$19.9 Billion 10.75% of portfolio
276,740
Q4 2024 Added 12.22%
$0
$19.9 Billion 10.74% of portfolio
159,245
Q4 2024 Reduced 1.12%
$0
$17.3 Billion 9.36% of portfolio
262,311
Q4 2024 Reduced 2.35%
$0
$16.4 Billion 8.86% of portfolio
77,983
Q4 2024 Reduced 2.94%
-
$10.3 Billion 5.55% of portfolio
-
Q4 2024 Reduced 1.22%
$0
$8.84 Billion 4.78% of portfolio
117,110
Q4 2024 Reduced 1.63%
$0
$5.15 Billion 2.78% of portfolio
103,226
Q4 2024 Added 0.52%
$0
$4.78 Billion 2.58% of portfolio
63,926
Q4 2024 Added 2.47%
$0
$4.22 Billion 2.28% of portfolio
92,611
Q4 2024 Added 3.73%
$0
$4.06 Billion 2.19% of portfolio
85,856
Q4 2024 Added 2.03%
$0
$3.7 Billion 2.0% of portfolio
82,399
Q4 2024 Reduced 2.51%
$0
$3.44 Billion 1.86% of portfolio
29,141
Q4 2024 Reduced 3.01%
$0
$2.84 Billion 1.54% of portfolio
5,562
Q4 2024 Reduced 2.85%
$0
$2.7 Billion 1.46% of portfolio
115,010
Q4 2024 Added 1.95%
$44.8B
$713 Million 0.39% of portfolio
14,401
Q2 2024 Reduced 5.51%
$33.1B
$649 Million 0.35% of portfolio
307
Q4 2022 New
$3.79T
$505 Million 0.27% of portfolio
2,018
Q4 2024 Added 2.07%
$3.09T
$460 Million 0.25% of portfolio
1,092
Q4 2024 Added 1.77%
$96.9B
$344 Million 0.19% of portfolio
4,551
Q4 2022 New
$67.9B
$291 Million 0.16% of portfolio
2,818
Q3 2023 New
$0
$269 Million 0.15% of portfolio
633
Q1 2023 New
$0
$243 Million 0.13% of portfolio
412
Q2 2024 New
$1.25T
$238 Million 0.13% of portfolio
1,250
Q4 2024 Reduced 0.4%
$161B
$216 Million 0.12% of portfolio
874
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $185 Billion
  • Prior Value $187 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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