Marmo Financial Group, LLC Portfolio Holdings

Marmo Financial Group, LLC

  • $165 Billion
  • Q2 2024

Marmo Financial Group, LLC has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $165 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 $37.7B, Invesco Exchange Traded Fd Tr with a value of $30.7B, Ishare Morningstar Mid Cap Gro with a value of $14B, Spdr Portfolio S&P 600 Small C with a value of $13.1B, and Vanguard Financial ETF with a value of $10.5B.

Examining the 13F form we can see an increase of $1.05B in the current position value, from $164B to 165B.

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 $165 Billion
ETFs: $154 Billion
Technology: $840 Million
Financial Services: $769 Million
Consumer Cyclical: $343 Million
Communication Services: $229 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $165 Billion
  • Prior Value $164 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 23, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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