MARMO FINANCIAL GROUP, LLC

Filed: 4/16/2025ACC: 0001172661-25-001500

📋 What this filing means

MARMO FINANCIAL GROUP, LLC filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $182.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$182.77M

Total AUM (reported)

1.91M

Total Shares

Allocation by class

TR UNIT$31.82M17.4%

GROWTH ETF$23.16M12.7%

MEGA CAP VAL ETF$21.32M11.7%

S&P SMLCP MOMENT$17.41M9.5%

NASDAQ 100 ETF$14.40M7.9%

FINANCIALS ETF$11.12M6.1%

LG-TERM COR BD$9.73M5.3%

Portfolio Concentration

Top 3$76.30M41.7%

4–10$73.13M40.0%

11–25$32.92M18.0%

Rest$420.1K0.2%

Top 3 weight

41.7%

Top 10 weight

81.8%

Voting Authority Distribution

Total shares with voting rights: 1.91M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

1.91M

% of voting shares100.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole27

Shared0

Other0

Dominant voting typeShared · 100.0% of voting shares

Institutional Holdings27

Rows:

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares56.89K

TypeSH

Market value$31.82M

17.41%

Sole

0.00

Shared

56.89K

None

0.00

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares62.45K

TypeSH

Market value$23.16M

12.67%

Sole

0.00

Shared

62.45K

None

0.00

VANGUARD WORLD FD

SOLE

MEGA CAP VAL ETF

Shares165.50K

TypeSH

Market value$21.32M

11.67%

Sole

0.00

Shared

165.50K

None

0.00

INVESCO EXCHANGE TRADED FD T

SOLE

S&P SMLCP MOMENT

Shares277.39K

TypeSH

Market value$17.41M

9.52%

Sole

0.00

Shared

277.39K

None

0.00

INVESCO EXCH TRADED FD TR II

SOLE

NASDAQ 100 ETF

Shares74.59K

TypeSH

Market value$14.40M

7.88%

Sole

0.00

Shared

74.59K

None

0.00

VANGUARD WORLD FD

SOLE

FINANCIALS ETF

Shares93.04K

TypeSH

Market value$11.12M

6.08%

Sole

0.00

Shared

93.04K

None

0.00

VANGUARD SCOTTSDALE FDS

SOLE

LG-TERM COR BD

Shares128.20K

TypeSH

Market value$9.73M

5.32%

Sole

0.00

Shared

128.20K

None

0.00

ISHARES TR

SOLE

MRGSTR MD CP GRW

Shares109.95K

TypeSH

Market value$7.85M

4.30%

Sole

0.00

Shared

109.95K

None

0.00

ISHARES TR

SOLE

ISHS 1-5YR INVS

Shares133.73K

TypeSH

Market value$7.00M

3.83%

Sole

0.00

Shared

133.73K

None

0.00

FIDELITY COVINGTON TRUST

SOLE

HIGH DIVID ETF

Shares113.31K

TypeSH

Market value$5.62M

3.08%

Sole

0.00

Shared

113.31K

None

0.00

J P MORGAN EXCHANGE TRADED F

SOLE

INCOME ETF

Shares108.40K

TypeSH

Market value$4.99M

2.73%

Sole

0.00

Shared

108.40K

None

0.00

J P MORGAN EXCHANGE TRADED F

SOLE

INTL BD OPP ETF

Shares101.99K

TypeSH

Market value$4.88M

2.67%

Sole

0.00

Shared

101.99K

None

0.00

SPDR SER TR

SOLE

PORTFLI HIGH YLD

Shares203.08K

TypeSH

Market value$4.76M

2.60%

Sole

0.00

Shared

203.08K

None

0.00

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares64.48K

TypeSH

Market value$4.74M

2.59%

Sole

0.00

Shared

64.48K

None

0.00

SPDR SER TR

SOLE

PORTFOLIO S&P600

Shares74.11K

TypeSH

Market value$3.02M

1.65%

Sole

0.00

Shared

74.11K

None

0.00

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares5.93K

TypeSH

Market value$2.78M

1.52%

Sole

0.00

Shared

5.93K

None

0.00

FRANKLIN TEMPLETON ETF TR

SOLE

SENIOR LOAN ETF

Shares104.93K

TypeSH

Market value$2.53M

1.38%

Sole

0.00

Shared

104.93K

None

0.00

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares5.93K

TypeSH

Market value$2.14M

1.17%

Sole

0.00

Shared

5.93K

None

0.00

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares14.34K

TypeSH

Market value$845.7K

0.46%

Sole

0.00

Shared

14.34K

None

0.00

FIRST CTZNS BANCSHARES INC N

SOLE

CL A

Shares307.00

TypeSH

Market value$569.8K

0.31%

Sole

0.00

Shared

307.00

None

0.00

APPLE INC

SOLE

COM

Shares1.92K

TypeSH

Market value$426.3K

0.23%

Sole

0.00

Shared

1.92K

None

0.00

MICROSOFT CORP

SOLE

COM

Shares1.08K

TypeSH

Market value$404.6K

0.22%

Sole

0.00

Shared

1.08K

None

0.00

AFLAC INC

SOLE

COM

Shares2.82K

TypeSH

Market value$313.3K

0.17%

Sole

0.00

Shared

2.82K

None

0.00

NIKE INC

SOLE

CL B

Shares4.55K

TypeSH

Market value$288.9K

0.16%

Sole

0.00

Shared

4.55K

None

0.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares413.00

TypeSH

Market value$232.2K

0.13%

Sole

0.00

Shared

413.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Shared
SPDR S&P 500 ETF TRSOLE	TR UNIT	56.89K	SH	$31.82M 17.41%	56.89K
VANGUARD INDEX FDSSOLE	GROWTH ETF	62.45K	SH	$23.16M 12.67%	62.45K
VANGUARD WORLD FDSOLE	MEGA CAP VAL ETF	165.50K	SH	$21.32M 11.67%	165.50K
INVESCO EXCHANGE TRADED FD TSOLE	S&P SMLCP MOMENT	277.39K	SH	$17.41M 9.52%	277.39K
INVESCO EXCH TRADED FD TR IISOLE	NASDAQ 100 ETF	74.59K	SH	$14.40M 7.88%	74.59K
VANGUARD WORLD FDSOLE	FINANCIALS ETF	93.04K	SH	$11.12M 6.08%	93.04K
VANGUARD SCOTTSDALE FDSSOLE	LG-TERM COR BD	128.20K	SH	$9.73M 5.32%	128.20K
ISHARES TRSOLE	MRGSTR MD CP GRW	109.95K	SH	$7.85M 4.30%	109.95K
ISHARES TRSOLE	ISHS 1-5YR INVS	133.73K	SH	$7.00M 3.83%	133.73K
FIDELITY COVINGTON TRUSTSOLE	HIGH DIVID ETF	113.31K	SH	$5.62M 3.08%	113.31K
J P MORGAN EXCHANGE TRADED FSOLE	INCOME ETF	108.40K	SH	$4.99M 2.73%	108.40K
J P MORGAN EXCHANGE TRADED FSOLE	INTL BD OPP ETF	101.99K	SH	$4.88M 2.67%	101.99K
SPDR SER TRSOLE	PORTFLI HIGH YLD	203.08K	SH	$4.76M 2.60%	203.08K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	64.48K	SH	$4.74M 2.59%	64.48K
SPDR SER TRSOLE	PORTFOLIO S&P600	74.11K	SH	$3.02M 1.65%	74.11K
INVESCO QQQ TRSOLE	UNIT SER 1	5.93K	SH	$2.78M 1.52%	5.93K
FRANKLIN TEMPLETON ETF TRSOLE	SENIOR LOAN ETF	104.93K	SH	$2.53M 1.38%	104.93K
ISHARES TRSOLE	RUS 1000 GRW ETF	5.93K	SH	$2.14M 1.17%	5.93K
ISHARES GOLD TRSOLE	ISHARES NEW	14.34K	SH	$845.7K 0.46%	14.34K
FIRST CTZNS BANCSHARES INC NSOLE	CL A	307.00	SH	$569.8K 0.31%	307.00
APPLE INCSOLE	COM	1.92K	SH	$426.3K 0.23%	1.92K
MICROSOFT CORPSOLE	COM	1.08K	SH	$404.6K 0.22%	1.08K
AFLAC INCSOLE	COM	2.82K	SH	$313.3K 0.17%	2.82K
NIKE INCSOLE	CL B	4.55K	SH	$288.9K 0.16%	4.55K
ISHARES TRSOLE	CORE S&P500 ETF	413.00	SH	$232.2K 0.13%	413.00

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