Marmo Financial Group, LLC Portfolio Holdings

Marmo Financial Group, LLC

  • $187 Billion
  • Q3 2024

Marmo Financial Group, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $187 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 $33.1B, Vanguard Growth ETF with a value of $21B, Vanguard Mega Cap Value with a value of $20.7B, Vanguard Bd Index Fd Inc Total with a value of $18.5B, and Invesco S&P Smallcap Momentum with a value of $17.8B.

Examining the 13F form we can see an increase of $22B in the current position value, from $165B to 187B.

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 $187 Billion
ETFs: $169 Billion
Technology: $922 Million
Financial Services: $880 Million
Consumer Cyclical: $639 Million
Communication Services: $210 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.1 Billion 17.65% of portfolio
57,649
Q3 2024 Reduced 16.76%
$0
$21 Billion 11.19% of portfolio
54,655
Q3 2024 New
$0
$20.7 Billion 11.02% of portfolio
161,053
Q3 2024 Added 92.45%
$0
$18.5 Billion 9.88% of portfolio
246,613
Q3 2024 New
$0
$17.8 Billion 9.49% of portfolio
268,613
Q3 2024 Added 139.42%
$0
$16.1 Billion 8.61% of portfolio
80,347
Q3 2024 Reduced 48.43%
-
$12.1 Billion 6.43% of portfolio
-
Q3 2024 Added 77.73%
$0
$8.69 Billion 4.63% of portfolio
119,048
Q3 2024 Reduced 42.56%
$0
$5.2 Billion 2.77% of portfolio
102,688
Q3 2024 Added 19.44%
$0
$5.07 Billion 2.7% of portfolio
62,383
Q3 2024 Added 3.27%
$0
$4.14 Billion 2.21% of portfolio
89,283
Q3 2024 Added 18.68%
$0
$4.09 Billion 2.18% of portfolio
84,149
Q3 2024 Added 18.83%
$0
$3.85 Billion 2.05% of portfolio
84,520
Q3 2024 Reduced 73.21%
$0
$3.3 Billion 1.76% of portfolio
30,044
Q3 2024 Reduced 71.47%
$0
$2.79 Billion 1.49% of portfolio
5,725
Q3 2024 Reduced 10.39%
$0
$2.71 Billion 1.45% of portfolio
112,806
Q3 2024 Added 14.04%
$0
$2.1 Billion 1.12% of portfolio
5,595
Q3 2024 Added 0.47%
$42.4B
$716 Million 0.38% of portfolio
14,401
Q2 2024 Reduced 5.51%
$33.9B
$565 Million 0.3% of portfolio
307
Q4 2022 New
$3.1T
$462 Million 0.25% of portfolio
1,073
Q1 2024 Added 8.71%
$3.68T
$460 Million 0.25% of portfolio
1,977
Q3 2024 Added 17.61%
$92.4B
$402 Million 0.21% of portfolio
4,551
Q4 2022 New
$69.7B
$315 Million 0.17% of portfolio
2,818
Q3 2023 New
$0
$268 Million 0.14% of portfolio
633
Q1 2023 New
$163B
$237 Million 0.13% of portfolio
874
Q3 2024 New
$0
$238 Million 0.13% of portfolio
412
Q2 2024 New
$1.08T
$210 Million 0.11% of portfolio
1,255
Q3 2024 Added 0.4%

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $187 Billion
  • Prior Value $165 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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