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The Analysis of Marmo Financial Group, LLC's Holdings & P&L

Currently, Marmo Financial Group, LLC holds 38 types of securities in its portfolio with a total value $201.9M. In the most recent quarter, they have increased their positions in DIA (+645 shares, valued at $299.1K), WMT (+1.7K shares, valued at $215.9K), VUG (+203 shares, valued at $88.7K); decreased their positions in SPY (-734 shares, valued at $477.4K), VCLT (-3.2K shares, valued at $236.0K), FDVV (-3.9K shares, valued at $214.6K); initiated new positions in DIA (+645 shares, valued at $299.1K), WMT (+1.7K shares, valued at $215.9K).

1M P&L

-231.1K-0.11%

3M P&L

-150.3M-40.89%

HY P&L

-147.7M-40.47%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A193.6M

98.7%

2Semiconductors697.5K

0.4%

3Consumer Electronics524.1K

0.3%

Top Industries by Stock Count

1N/A27 stocks

81.8%

2Insurance - Life1 stocks

3.0%

3Internet Retail1 stocks

3.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T49.9K shares-1.45%2026-03-312026-04-23

VUG VANGUARD INDEX FDS66.2K shares0.31%2026-03-312026-04-23

MGV VANGUARD WORLD FD151.2K shares0.33%2026-03-312026-04-23

VBR VANGUARD INDEX FDS85.3K shares0.19%2026-03-312026-04-23

QQQM INVESCO EXCH TRADED FD TR II76.1K shares-0.99%2026-03-312026-04-23

VFH VANGUARD WORLD FD102.7K shares-0.12%2026-03-312026-04-23

VCLT VANGUARD SCOTTSDALE FDS103.0K shares-2.97%2026-03-312026-04-23

IGSB ISHARES TR139.0K shares-2.50%2026-03-312026-04-23

Sponsored

FDVV FIDELITY COVINGTON TRUST105.7K shares-3.55%2026-03-312026-04-23

JPIB J P MORGAN EXCHANGE TRADED F110.0K shares-1.15%2026-03-312026-04-23

SPHY SPDR SERIES TRUST210.4K shares-1.63%2026-03-312026-04-23

SPSB SPDR SERIES TRUST161.2K shares-1.27%2026-03-312026-04-23

JPIE J P MORGAN EXCHANGE TRADED F100.3K shares-1.29%2026-03-312026-04-23

BIV VANGUARD BD INDEX FDS53.6K shares-1.35%2026-03-312026-04-23

XSMO INVESCO EXCHANGE TRADED FD T52.8K shares-5.06%2026-03-312026-04-23

INVESCO QQQ TR INVESCO QQQ TR5.9K shares2.25%2026-03-312026-04-23

Sponsored

IMCG ISHARES TR38.9K shares-1.51%2026-03-312026-04-23

JMUB J P MORGAN EXCHANGE TRADED F55.4K shares-2.63%2026-03-312026-04-23

IWF ISHARES TR5.6K shares-5.86%2026-03-312026-04-23

SPSM SPDR SERIES TRUST37.0K shares-3.69%2026-03-312026-04-23

ISHARES GOLD TR ISHARES GOLD TR14.3K shares0.00%2026-03-312026-04-23

NVDA NVIDIA CORPORATION4.0K shares4.85%2026-03-312026-04-23

JEPQ J P MORGAN EXCHANGE TRADED F10.7K shares0.92%2026-03-312026-04-23

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D308 shares0.00%2026-03-312026-04-23

Sponsored

SLVO UBS AG6.5K shares-2.91%2026-03-312026-04-23

AAPL APPLE INC2.1K shares4.19%2026-03-312026-04-23

MSFT MICROSOFT CORP1.1K shares0.09%2026-03-312026-04-23

AFL AFLAC INC3.3K shares0.52%2026-03-312026-04-23

GLD SPDR GOLD TR757 shares0.00%2026-03-312026-04-23

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP919 shares0.00%2026-03-312026-04-23

DIA STATE STR SPDR DOW JONES IND645 sharesnew addition2026-03-312026-04-23

IVV ISHARES TR418 shares0.24%2026-03-312026-04-23

Sponsored

SPYI NEOS ETF TRUST4.9K shares0.00%2026-03-312026-04-23

AMZN AMAZON COM INC1.2K shares-0.35%2026-03-312026-04-23

ALPHABET INC ALPHABET INC775 shares0.00%2026-03-312026-04-23

WMT WALMART INC1.7K sharesnew addition2026-03-312026-04-23

RWL INVESCO EXCH TRADED FD TR II1.8K shares-2.14%2026-03-312026-04-23

FTEC FIDELITY COVINGTON TRUST968 shares0.10%2026-03-312026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

-1.45%

Shares49.9K

Event2026-03-31

Filed2026-04-23

VUG

VANGUARD INDEX FDS

0.31%

Shares66.2K

Event2026-03-31

Filed2026-04-23

MGV

VANGUARD WORLD FD

0.33%

Shares151.2K

Event2026-03-31

Filed2026-04-23

VBR

VANGUARD INDEX FDS

0.19%

Shares85.3K

Event2026-03-31

Filed2026-04-23

QQQM

INVESCO EXCH TRADED FD TR II

-0.99%

Shares76.1K

Event2026-03-31

Filed2026-04-23

VFH

VANGUARD WORLD FD

-0.12%

Shares102.7K

Event2026-03-31

Filed2026-04-23

VCLT

VANGUARD SCOTTSDALE FDS

-2.97%

Shares103.0K

Event2026-03-31

Filed2026-04-23

IGSB

ISHARES TR

-2.50%

Shares139.0K

Event2026-03-31

Filed2026-04-23

FDVV

FIDELITY COVINGTON TRUST

-3.55%

Shares105.7K

Event2026-03-31

Filed2026-04-23

JPIB

J P MORGAN EXCHANGE TRADED F

-1.15%

Shares110.0K

Event2026-03-31

Filed2026-04-23

SPHY

SPDR SERIES TRUST

-1.63%

Shares210.4K

Event2026-03-31

Filed2026-04-23

SPSB

SPDR SERIES TRUST

-1.27%

Shares161.2K

Event2026-03-31

Filed2026-04-23

JPIE

J P MORGAN EXCHANGE TRADED F

-1.29%

Shares100.3K

Event2026-03-31

Filed2026-04-23

BIV

VANGUARD BD INDEX FDS

-1.35%

Shares53.6K

Event2026-03-31

Filed2026-04-23

XSMO

INVESCO EXCHANGE TRADED FD T

-5.06%

Shares52.8K

Event2026-03-31

Filed2026-04-23

INVESCO QQQ TR

2.25%

Shares5.9K

Event2026-03-31

Filed2026-04-23

IMCG

ISHARES TR

-1.51%

Shares38.9K

Event2026-03-31

Filed2026-04-23

JMUB

J P MORGAN EXCHANGE TRADED F

-2.63%

Shares55.4K

Event2026-03-31

Filed2026-04-23

IWF

ISHARES TR

-5.86%

Shares5.6K

Event2026-03-31

Filed2026-04-23

SPSM

SPDR SERIES TRUST

-3.69%

Shares37.0K

Event2026-03-31

Filed2026-04-23

ISHARES GOLD TR

0.00%

Shares14.3K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

4.85%

Shares4.0K

Event2026-03-31

Filed2026-04-23

JEPQ

J P MORGAN EXCHANGE TRADED F

0.92%

Shares10.7K

Event2026-03-31

Filed2026-04-23

FIRST CTZNS BANCSHARES INC D

0.00%

Shares308

Event2026-03-31

Filed2026-04-23

SLVO

UBS AG

-2.91%

Shares6.5K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

4.19%

Shares2.1K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

0.09%

Shares1.1K

Event2026-03-31

Filed2026-04-23

AFL

AFLAC INC

0.52%

Shares3.3K

Event2026-03-31

Filed2026-04-23

GLD

SPDR GOLD TR

0.00%

Shares757

Event2026-03-31

Filed2026-04-23

GENERAL DYNAMICS CORP

0.00%

Shares919

Event2026-03-31

Filed2026-04-23

DIA

STATE STR SPDR DOW JONES IND

New

Shares645

Event2026-03-31

Filed2026-04-23

IVV

ISHARES TR

0.24%

Shares418

Event2026-03-31

Filed2026-04-23

SPYI

NEOS ETF TRUST

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

-0.35%

Shares1.2K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

0.00%

Shares775

Event2026-03-31

Filed2026-04-23

WMT

WALMART INC

New

Shares1.7K

Event2026-03-31

Filed2026-04-23

RWL

INVESCO EXCH TRADED FD TR II

-2.14%

Shares1.8K

Event2026-03-31

Filed2026-04-23

FTEC

FIDELITY COVINGTON TRUST

0.10%

Shares968

Event2026-03-31

Filed2026-04-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available