13F-HR filed by Marmo Financial Group, LLC
Marmo Financial Group, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-16, with 27 holding rows worth $182,769,292.
- Accession
- 0001172661-25-001500
- Filer
- CIK 1964829
- Filed
- 2025-04-16
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 27 entries on the cover page, a total value of $182,769,292 stated on the cover page (in dollars after the unit check, H1), rows summing to $182,769,292 with VALUE read as dollars as filed, 13F file number 028-22873. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPY | 78462F103 | SHS | 56,887 | $31,822,261 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 62,451 | $23,157,995 | dollars as filed | |
| VANGUARD MORNINGSTAR MEGA CAP VALUE ETF | 921910840 | ETF | 165,497 | $21,322,664 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V498 | S&P SMLCP MOMENT | 277,389 | $17,406,160 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 74,595 | $14,398,295 | dollars as filed | |
| VANGUARD WORLD FD | 92204A405 | FINANCIALS ETF | 93,039 | $11,115,415 | dollars as filed | |
| Vanguard Long-Term Corporate Bond ETF | 92206C813 | SHS | 128,197 | $9,731,425 | dollars as filed | |
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 464288307 | ETF | 109,953 | $7,853,958 | dollars as filed | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 133,731 | $7,003,471 | dollars as filed | |
| Fidelity High Dividend ETF | 316092840 | SHS | 113,315 | $5,620,400 | dollars as filed | |
| JPMORGAN INCOME ETF | 46641Q159 | ETF | 108,399 | $4,993,924 | dollars as filed | |
| JPMORGAN INT BOND OPPORTUNITIE | 46641Q852 | INTL BD OPP ETF | 101,992 | $4,884,398 | dollars as filed | |
| SPDR Portfolio High Yield Bond ETF | 78468R606 | SHS | 203,079 | $4,756,100 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 64,483 | $4,736,301 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 74,109 | $3,020,681 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 5,927 | $2,779,283 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P595 | SENIOR LOAN ETF | 104,931 | $2,525,679 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 5,926 | $2,139,932 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 14,344 | $845,722 | dollars as filed | |
| FIRST CTZNS BANCSHARES INC DEL CL A | 31946M103 | Stock | 307 | $569,827 | dollars as filed | |
| Apple Inc | 037833100 | COM | 1,919 | $426,303 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,078 | $404,553 | dollars as filed | |
| AFLAC INC COM | 001055102 | Stock | 2,818 | $313,333 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 4,551 | $288,897 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 413 | $232,216 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 757 | $218,122 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 866 | $201,977 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-001500 | this filing | 2025-04-16 | acceptance time not in the bulk data set |