Marmo Financial Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 24, 2024
Value $
$187M
Signature - Title
Sasha Stewart - COO/CCO
Location
Johnson City, TN
Summary
This page shows a list of all the recent 13F filings made by Marmo Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Marmo Financial Group, LLC reported 28 stock holdings with total value $187M as of Q3 2024. Top holdings included SPY, VUG, MGV, BND, and XSMO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 28 $187M +$68M -$55.5M +$12.5M SPY, VUG, MGV, BND, XSMO 13F-HR 10/24/2024, 04:21 PM
Q2 2024 28 $165M +$5.77M -$7.78M -$2.01M SPY, QQQM, IMCG, SPSM, VFH 13F-HR 7/23/2024, 03:12 PM
Q1 2024 28 $164M +$36.5M -$14.7M +$21.8M SPY, QQQM, IMCG, SPSM, VFH 13F-HR 4/19/2024, 06:25 PM
Q4 2023 19 $132M +$16.8M -$2.89M +$13.9M SPY, QQQM, IMCG, SPSM, QQQ 13F-HR 1/30/2024, 12:05 PM
Q3 2023 17 $105M +$216K -$1.82M -$1.61M SPY, IMCG, SPSM, QQQ, VFH 13F-HR 11/13/2023, 09:51 AM
Q2 2023 18 $111M +$2.97M -$4.37M -$1.4M SPY, IMCG, SPSM, QQQ, VFH 13F-HR 7/21/2023, 12:30 PM
Q1 2023 18 $105M +$59.7M -$60M -$321K SPY, IMCG, SPSM, QQQ, VFH 13F-HR 5/11/2023, 02:33 PM
Q4 2022 18 $104M $0 $0 SPSM, RSPF, SPY, ONEY, MGV 13F-HR 2/9/2023, 02:41 PM