Marmo Financial Group, LLC Portfolio Holdings

Marmo Financial Group, LLC

  • $183 Billion
  • Q1 2025

Marmo Financial Group, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $183 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 $31.8B, Vanguard Growth ETF with a value of $23.2B, Vanguard Mega Cap Value with a value of $21.3B, Invesco S&P Smallcap Momentum with a value of $17.4B, and Invesco Exchange Traded Fd Tr with a value of $14.4B.

Examining the 13F form we can see an decrease of $2.39B in the current position value, from $185B to 183B.

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 $183 Billion
ETFs: $176 Billion
Financial Services: $883 Million
Technology: $831 Million
Consumer Cyclical: $491 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.8 Billion 17.41% of portfolio
56,887
Q1 2025 Added 0.35%
$0
$23.2 Billion 12.67% of portfolio
62,451
Q1 2025 Added 15.48%
$0
$21.3 Billion 11.67% of portfolio
165,497
Q1 2025 Added 3.93%
$0
$17.4 Billion 9.52% of portfolio
277,389
Q1 2025 Added 5.75%
$0
$14.4 Billion 7.88% of portfolio
74,595
Q1 2025 Reduced 4.34%
$0
$11.1 Billion 6.08% of portfolio
93,039
Q1 2025 Added 219.27%
$0
$9.73 Billion 5.32% of portfolio
128,197
Q1 2025 Added 100.54%
$0
$7.85 Billion 4.3% of portfolio
109,953
Q1 2025 Reduced 6.11%
$0
$7 Billion 3.83% of portfolio
133,731
Q1 2025 New
$0
$5.62 Billion 3.08% of portfolio
113,315
Q1 2025 Added 9.77%
$0
$4.99 Billion 2.73% of portfolio
108,399
Q1 2025 Added 17.05%
$0
$4.88 Billion 2.67% of portfolio
101,992
Q1 2025 Added 18.79%
$0
$4.76 Billion 2.6% of portfolio
203,079
Q1 2025 Added 76.58%
$0
$4.74 Billion 2.59% of portfolio
64,483
Q1 2025 Reduced 76.7%
$0
$3.02 Billion 1.65% of portfolio
74,109
Q1 2025 Reduced 10.06%
$0
$2.78 Billion 1.52% of portfolio
5,927
Q1 2025 Added 6.56%
$0
$2.14 Billion 1.17% of portfolio
5,926
Q1 2025 Added 6.41%
$53.3B
$846 Million 0.46% of portfolio
14,344
Q1 2025 Reduced 0.4%
$27.6B
$570 Million 0.31% of portfolio
307
Q4 2022 New
$3.2T
$426 Million 0.23% of portfolio
1,919
Q1 2025 Reduced 4.91%
$3.25T
$405 Million 0.22% of portfolio
1,078
Q1 2025 Reduced 1.28%
$66.8B
$313 Million 0.17% of portfolio
2,818
Q3 2023 New
$72.2B
$289 Million 0.16% of portfolio
4,551
Q4 2022 New
$0
$232 Million 0.13% of portfolio
413
Q1 2025 Added 0.24%
$106B
$218 Million 0.12% of portfolio
757
Q1 2025 New
$140B
$202 Million 0.11% of portfolio
866
Q1 2025 Reduced 0.92%

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $183 Billion
  • Prior Value $185 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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