HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR S&P 500 ETF TR (SPY) |
75,879 | -7,010 | $39,690 |
| SPY | 75,879 | -7,010 | $39,690 |
| INVESCO EXCH TRADED FD TR II (QQQM) |
155,325 | +57,021 | $28,376 |
| QQQM | 155,325 | +57,021 | $28,376 |
| ISHARES TR (IMCG) |
207,795 | +8,534 | $14,687 |
| IMCG | 207,795 | +8,534 | $14,687 |
| SPDR SER TR (SPSM) |
319,805 | +16,067 | $13,764 |
| SPSM | 319,805 | +16,067 | $13,764 |
| VANGUARD WORLD FD (VFH) |
112,930 | +3,184 | $11,563 |
| VFH | 112,930 | +3,184 | $11,563 |
| VANGUARD WORLD FD (MGV) |
85,254 | +4,023 | $10,189 |
| MGV | 85,254 | +4,023 | $10,189 |
| INVESCO EXCHANGE TRADED FD T (XSMO) |
115,077 | +499 | $6,941 |
| XSMO | 115,077 | +499 | $6,941 |
| SCHWAB STRATEGIC TR |
140,246 | +140,246 | $6,240 |
| SCHI | 140,246 | +140,246 | $6,240 |
| FIRST TR EXCH TRD ALPHDX FD (NFTY) |
86,670 | +86,670 | $4,937 |
| NFTY | 86,670 | +86,670 | $4,937 |
| FIDELITY COVINGTON TRUST |
90,800 | +4,642 | $4,114 |
| FDVV | 90,800 | +4,642 | $4,114 |
| INVESCO QQQ TR |
7,924 | -20,124 | $3,519 |
| QQQ | 7,924 | -20,124 | $3,519 |
| VANGUARD SCOTTSDALE FDS (VCLT) |
43,318 | +43,318 | $3,389 |
| VCLT | 43,318 | +43,318 | $3,389 |
| PGIM ETF TR (PULS) |
57,462 | -41,715 | $2,856 |
| PULS | 57,462 | -41,715 | $2,856 |
| J P MORGAN EXCHANGE TRADED F (JPIE) |
55,911 | +55,911 | $2,547 |
| JPIE | 55,911 | +55,911 | $2,547 |
| J P MORGAN EXCHANGE TRADED F (JPIB) |
53,094 | +53,094 | $2,528 |
| JPIB | 53,094 | +53,094 | $2,528 |
| ISHARES TR (IWF) |
6,609 | -59 | $2,228 |
| IWF | 6,609 | -59 | $2,228 |
| ISHARES TR (TLT) |
19,840 | +19,840 | $1,877 |
| TLT | 19,840 | +19,840 | $1,877 |
| SPDR SER TR (SPHY) |
72,480 | +72,480 | $1,700 |
| SPHY | 72,480 | +72,480 | $1,700 |
| ISHARES GOLD TR (IAU) |
15,241 | UNCH | $640 |
| IAU | 15,241 | UNCH | $640 |
| FIRST CTZNS BANCSHARES INC N (FCNCA) |
307 | UNCH | $502 |
| FCNCA | 307 | UNCH | $502 |
| MICROSOFT CORP |
1,073 | +86 | $451 |
| MSFT | 1,073 | +86 | $451 |
| NIKE INC |
4,551 | UNCH | $428 |
| NKE | 4,551 | UNCH | $428 |
| APPLE INC |
1,681 | +607 | $288 |
| AAPL | 1,681 | +607 | $288 |
| SPDR DOW JONES INDL AVERAGE (DIA) |
633 | UNCH | $252 |
| DIA | 633 | UNCH | $252 |
| AFLAC INC |
2,818 | UNCH | $242 |
| AFL | 2,818 | UNCH | $242 |
| LOWES COS INC |
874 | +874 | $223 |
| LOW | 874 | +874 | $223 |
| ALPHABET INC |
1,330 | +1,330 | $203 |
| GOOG | 1,330 | +1,330 | $203 |
See Full List: All Stocks Held By Marmo Financial Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Marmo Financial Group LLC
|
Size ($ in 1000's)
At 03/31/2024: $164,387 At 12/31/2023: $131,729 Marmo Financial Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Marmo Financial Group LLC 13F filings. Link to 13F filings: SEC filings |
