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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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