• 13F History

Marmo Financial Group, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 16, 2025
Value $
$183M
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 27 stock holdings with total value $183M as of Q1 2025. Top holdings included SPY, VUG, MGV, XSMO, and QQQM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 27 $183M +$31.6M -$27.9M +$3.67M SPY, VUG, MGV, XSMO, QQQM 13F-HR 4/16/2025, 04:25 PM
Q4 2024 27 $185M +$2.61M -$4.91M -$2.3M SPY, VUG, BND, MGV, XSMO 13F-HR 1/23/2025, 05:09 PM
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 19 $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 -$3.42M -$448K SPY, IMCG, SPSM, QQQ, VFH 13F-HR 7/21/2023, 12:30 PM
Q1 2023 18 $105M +$59.7M -$26.2M +$33.4M SPY, IMCG, SPSM, QQQ, VFH 13F-HR 5/11/2023, 02:33 PM
Q4 2022 18 $104M SPSM, RSPF, SPY, ONEY, MGV 13F-HR 2/9/2023, 01:41 PM