The Analysis of Marmo Financial Group, LLC's Holdings
Currently, Marmo Financial Group, LLC holds 38 types of securities in its portfolio with a total value $211.3M. In the most recent quarter, they have increased their positions in SLVO (+6.7K shares, valued at $670.2K), JEPQ (+10.6K shares, valued at $616.6K), NVDA (+2.0K shares, valued at $371.9K); decreased their positions in SPY (-851 shares, valued at $580.3K), QQQM (-1.4K shares, valued at $349.0K), XSMO (-3.4K shares, valued at $244.5K); initiated new positions in SLVO (+6.7K shares, valued at $670.2K), JEPQ (+10.6K shares, valued at $616.6K), N/A (+919 shares, valued at $309.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR50.6K shares-1.65%2025-12-312026-02-03
VUG VANGUARD INDEX FDS66.0K shares-0.52%2025-12-312026-02-03 MGV VANGUARD WORLD FD150.7K shares0.43%2025-12-312026-02-03 QQQM INVESCO EXCH TRADED FD TR II76.8K shares-1.76%2025-12-312026-02-03 VBR VANGUARD INDEX FDS85.2K shares1.05%2025-12-312026-02-03 VFH VANGUARD WORLD FD102.8K shares0.22%2025-12-312026-02-03 VCLT VANGUARD SCOTTSDALE FDS106.2K shares1.85%2025-12-312026-02-03 IGSB ISHARES TR142.6K shares1.01%2025-12-312026-02-03 FDVV FIDELITY COVINGTON TRUST109.6K shares-2.47%2025-12-312026-02-03 JPIB J P MORGAN EXCHANGE TRADED F111.3K shares0.85%2025-12-312026-02-03 SPHY SPDR SERIES TRUST213.9K shares1.51%2025-12-312026-02-03 SPSB SPDR SERIES TRUST163.3K shares1.76%2025-12-312026-02-03 JPIE J P MORGAN EXCHANGE TRADED F101.6K shares1.60%2025-12-312026-02-03 BIV VANGUARD BD INDEX FDS54.3K shares3.30%2025-12-312026-02-03 XSMO INVESCO EXCHANGE TRADED FD T55.6K shares-5.76%2025-12-312026-02-03 IMCG ISHARES TR39.5K shares-4.60%2025-12-312026-02-03 JMUB J P MORGAN EXCHANGE TRADED F56.9K shares-2.63%2025-12-312026-02-03 IWF ISHARES TR5.9K shares0.08%2025-12-312026-02-03 SPSM SPDR SERIES TRUST38.4K shares-1.12%2025-12-312026-02-03 NVDA NVIDIA CORPORATION3.8K shares109.56%2025-12-312026-02-03 SLVO UBS AG6.7K sharesnew addition2025-12-312026-02-03 JEPQ J P MORGAN EXCHANGE TRADED F10.6K sharesnew addition2025-12-312026-02-03 MSFT MICROSOFT CORP1.1K shares-0.44%2025-12-312026-02-03 AAPL APPLE INC2.0K shares0.00%2025-12-312026-02-03 AFL AFLAC INC3.2K shares0.53%2025-12-312026-02-03 GLD SPDR GOLD TR757 shares0.00%2025-12-312026-02-03 IVV ISHARES TR417 shares0.48%2025-12-312026-02-03 AMZN AMAZON COM INC1.2K sharesnew addition2025-12-312026-02-03 SPYI NEOS ETF TRUST4.9K sharesnew addition2025-12-312026-02-03 ALPHABET INC ALPHABET INC775 sharesnew addition2025-12-312026-02-03 FTEC FIDELITY COVINGTON TRUST967 shares0.10%2025-12-312026-02-03 RWL INVESCO EXCH TRADED FD TR II1.9K shares0.05%2025-12-312026-02-03 LLY ELI LILLY & CO193 sharesnew addition2025-12-312026-02-03 LOW LOWES COS INC830 shares0.48%2025-12-312026-02-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available