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Marmo Financial Group, LLC

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13F filer, CIK 1964829, Johnson City, TN

Marmo Financial Group, LLC reported $182,769,292 across 27 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-16. Its ten largest share positions make up 81.76% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-001500

Period
2025-03-31
Reported value
$183M
Holdings
27
Top 10 weight
81.76%
New
3
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VFHadded+63,898$7.63M
IGSBnew+133,731$7M
VCLTadded+64,271$4.88M
VUGadded+8,371$3.1M
FLBLnew+104,931$2.53M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BNDreduced-212,257-$15.6M
NFTYexited-183,742-$10.3M
QQQMreduced-3,388-$654K
IMCGreduced-7,157-$511K
SPSMreduced-8,290-$338K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001172661-25-001500, largest first. % of portfolio is the value over $182,769,292, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 69,253 shares; 2024Q3: 57,649 shares; 2024Q4: 56,686 shares; 2025Q1: 56,887 shares 56,887$31.8M17.41%+201Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 54,655 shares; 2024Q4: 54,080 shares; 2025Q1: 62,451 shares 62,451$23.2M12.67%+8,371Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 83,685 shares; 2024Q3: 161,053 shares; 2024Q4: 159,245 shares; 2025Q1: 165,497 shares 165,497$21.3M11.67%+6,252Timeline
XSMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 112,191 shares; 2024Q3: 268,613 shares; 2024Q4: 262,311 shares; 2025Q1: 277,389 shares 277,389$17.4M9.52%+15,078Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 155,809 shares; 2024Q3: 80,347 shares; 2024Q4: 77,983 shares; 2025Q1: 74,595 shares 74,595$14.4M7.88%-3,388Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 105,320 shares; 2024Q3: 30,044 shares; 2024Q4: 29,141 shares; 2025Q1: 93,039 shares 93,039$11.1M6.08%+63,898Timeline
VCLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 60,410 shares; 2024Q3: 62,383 shares; 2024Q4: 63,926 shares; 2025Q1: 128,197 shares 128,197$9.73M5.32%+64,271Timeline
IMCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 207,239 shares; 2024Q3: 119,048 shares; 2024Q4: 117,110 shares; 2025Q1: 109,953 shares 109,953$7.85M4.3%-7,157Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 133,731 shares 133,731$7M3.83%newTimeline
FDVVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 85,976 shares; 2024Q3: 102,688 shares; 2024Q4: 103,226 shares; 2025Q1: 113,315 shares 113,315$5.62M3.08%+10,089Timeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 75,230 shares; 2024Q3: 89,283 shares; 2024Q4: 92,611 shares; 2025Q1: 108,399 shares 108,399$4.99M2.73%+15,788Timeline
JPIBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 70,813 shares; 2024Q3: 84,149 shares; 2024Q4: 85,856 shares; 2025Q1: 101,992 shares 101,992$4.88M2.67%+16,136Timeline
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 98,921 shares; 2024Q3: 112,806 shares; 2024Q4: 115,010 shares; 2025Q1: 203,079 shares 203,079$4.76M2.6%+88,069Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 246,613 shares; 2024Q4: 276,740 shares; 2025Q1: 64,483 shares 64,483$4.74M2.59%-212,257Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 315,441 shares; 2024Q3: 84,520 shares; 2024Q4: 82,399 shares; 2025Q1: 74,109 shares 74,109$3.02M1.65%-8,290Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,389 shares; 2024Q3: 5,725 shares; 2024Q4: 5,562 shares; 2025Q1: 5,927 shares 5,927$2.78M1.52%+365Timeline
FLBLFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 104,931 shares 104,931$2.53M1.38%newTimeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,569 shares; 2024Q3: 5,595 shares; 2024Q4: 5,569 shares; 2025Q1: 5,926 shares 5,926$2.14M1.17%+357Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,401 shares; 2024Q3: 14,401 shares; 2024Q4: 14,401 shares; 2025Q1: 14,344 shares 14,344$846K0.46%-57Timeline
FCNCAFIRST CTZNS BANCSHARES INC DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 307 shares; 2024Q3: 307 shares; 2024Q4: 307 shares; 2025Q1: 307 shares 307$570K0.31%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,681 shares; 2024Q3: 1,977 shares; 2024Q4: 2,018 shares; 2025Q1: 1,919 shares 1,919$426K0.23%-99Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,073 shares; 2024Q3: 1,073 shares; 2024Q4: 1,092 shares; 2025Q1: 1,078 shares 1,078$405K0.22%-14Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,818 shares; 2024Q3: 2,818 shares; 2024Q4: 2,818 shares; 2025Q1: 2,818 shares 2,818$313K0.17%0Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,551 shares; 2024Q3: 4,551 shares; 2024Q4: 4,551 shares; 2025Q1: 4,551 shares 4,551$289K0.16%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 412 shares; 2024Q3: 412 shares; 2024Q4: 412 shares; 2025Q1: 413 shares 413$232K0.13%+1Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 757 shares 757$218K0.12%newTimeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 874 shares; 2024Q4: 874 shares; 2025Q1: 866 shares 866$202K0.11%-8Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NFTYFIRST TR EXCH TRD ALPHDX FD183,742$10.3Mshares
DIASTATE STR SPDR DOW JONES IND633$269Kshares
GOOGALPHABET INC1,250$238Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-001500 base2025-04-16acceptance time not in the bulk data set