Marmo Financial Group, LLC Portfolio Holdings

Marmo Financial Group, LLC

  • $201 Billion
  • Q2 2025

Marmo Financial Group, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $201 Billion distributed in 29 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 $35.5B, Vanguard Growth ETF with a value of $27.5B, Vanguard Mega Cap Value with a value of $22.1B, Invesco S&P Smallcap Momentum with a value of $19.2B, and Invesco Exchange Traded Fd Tr with a value of $16.9B.

Examining the 13F form we can see an increase of $18B in the current position value, from $183B to 201B.

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 $201 Billion
ETFs: $193 Billion
Technology: $1.35 Billion
Financial Services: $940 Million
Consumer Cyclical: $325 Million
Communication Services: $222 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $201 Billion
  • Prior Value $183 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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