Marmo Financial Group, LLC Portfolio Holdings

Marmo Financial Group, LLC

  • $164 Billion
  • Q1 2024

Marmo Financial Group, LLC has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $164 Billion distributed in 28 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 $39.7B, Invesco Exchange Traded Fd Tr with a value of $28.4B, Ishare Morningstar Mid Cap Gro with a value of $14.7B, Spdr Portfolio S&P 600 Small C with a value of $13.8B, and Vanguard Financial ETF with a value of $11.6B.

Examining the 13F form we can see an increase of $32.7B in the current position value, from $132B to 164B.

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 $164 Billion
ETFs: $155 Billion
Technology: $753 Million
Financial Services: $744 Million
Consumer Cyclical: $650 Million
Communication Services: $203 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$39.7 Billion 24.14% of portfolio
75,879
Q1 2024 Reduced 8.46%
$0
$28.4 Billion 17.26% of portfolio
155,325
Q1 2024 Added 58.0%
$0
$14.7 Billion 8.93% of portfolio
207,795
Q1 2024 Added 4.28%
$0
$13.8 Billion 8.37% of portfolio
319,805
Q1 2024 Added 5.29%
$0
$11.6 Billion 7.03% of portfolio
112,930
Q1 2024 Added 2.9%
$0
$10.2 Billion 6.2% of portfolio
85,254
Q1 2024 Added 4.95%
$0
$6.94 Billion 4.22% of portfolio
115,077
Q1 2024 Added 0.44%
$0
$6.24 Billion 3.8% of portfolio
140,246
Q1 2024 New
-
$4.94 Billion 3.0% of portfolio
-
Q1 2024 New
$0
$4.11 Billion 2.5% of portfolio
90,800
Q1 2024 Added 5.39%
$0
$3.52 Billion 2.14% of portfolio
7,924
Q1 2024 Reduced 71.75%
$0
$3.39 Billion 2.06% of portfolio
43,318
Q1 2024 New
$0
$2.86 Billion 1.74% of portfolio
57,462
Q1 2024 Reduced 42.06%
$0
$2.55 Billion 1.55% of portfolio
55,911
Q1 2024 New
$0
$2.53 Billion 1.54% of portfolio
53,094
Q1 2024 New
$0
$2.23 Billion 1.36% of portfolio
6,609
Q1 2024 Reduced 0.88%
$0
$1.7 Billion 1.03% of portfolio
72,480
Q1 2024 New
$38B
$640 Million 0.39% of portfolio
15,241
Q4 2023 Reduced 1.51%
$26.1B
$502 Million 0.31% of portfolio
307
Q4 2022 New
$3.48T
$451 Million 0.27% of portfolio
1,073
Q1 2024 Added 8.71%
$91.4B
$428 Million 0.26% of portfolio
4,551
Q4 2022 New
$3.74T
$288 Million 0.18% of portfolio
1,681
Q1 2024 Added 56.52%
$57B
$242 Million 0.15% of portfolio
2,818
Q3 2023 New
$0
$252 Million 0.15% of portfolio
633
Q1 2023 New
$137B
$223 Million 0.14% of portfolio
874
Q1 2024 New
$1.17T
$203 Million 0.12% of portfolio
1,330
Q1 2024 New
$88.6M
$13.4 Million 0.01% of portfolio
16,002
Q2 2023 Reduced 0.31%

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $164 Billion
  • Prior Value $132 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 19, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 9 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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