Investor

Marmo Financial Group, LLC

Portfolio Total Value

$187,541,000.00

Number of Stocks

28

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
SPY $33,225,000.0 17.94%
Reduced 1.67%
56,686 $586.13 $681.76
Added 16.32%
$482.86 $609.07
VUG $22,199,000.0 11.99%
Reduced 1.05%
54,080 $410.49 $482.86
Added 17.63%
$317.59 $428.69
BND $19,898,000.0 10.75%
Added 12.22%
276,740 $71.9 $74.03
Added 2.96%
$70.37 $75.67
MGV $19,887,000.0 10.74%
Reduced 1.12%
159,245 $124.89 $142.69
Added 14.25%
$110.14 $133.82
XSMO $17,338,000.0 9.36%
Reduced 2.35%
262,311 $66.1 $74.65
Added 12.93%
$55.05 $74.38
QQQM $16,412,000.0 8.86%
Reduced 2.94%
77,983 $210.47 $251.36
Added 19.43%
$169.96 $221.92
NFTY $10,284,000.0 5.55%
Reduced 1.22%
183,742 $55.97 $57.1
Added 2.02%
$53.9 $65.9
IMCG $8,844,000.0 4.78%
Reduced 1.63%
117,110 $75.53 $80.62
Added 6.74%
$63.84 $81.68
FDVV $5,152,000.0 2.78%
Added 0.52%
103,226 $49.92 $57.01
Added 14.2%
$42.53 $52.78
VCLT $4,780,000.0 2.58%
Added 2.47%
63,926 $74.78 $75.97
Added 1.59%
$72.86 $82.63
JPIE $4,224,000.0 2.28%
Added 3.73%
92,611 $45.62 $46.34
Added 1.58%
$44.8 $46.43
JPIB $4,057,000.0 2.19%
Added 2.03%
85,856 $47.26 $48.71
Added 3.07%
$46.58 $49.26
SPSM $3,701,000.0 2.0%
Reduced 2.51%
82,399 $44.92 $48.39
Added 7.72%
$39.65 $50.03
VFH $3,440,000.0 1.86%
Reduced 3.01%
29,141 $118.07 $134.39
Added 13.82%
$92.53 $126.85
QQQ $2,842,000.0 1.54%
Reduced 2.85%
5,562 $511.0 $610.54
Added 19.48%
$413.07 $539.15
SPHY $2,699,000.0 1.46%
Added 1.95%
115,010 $23.47 $23.69
Added 0.94%
$22.82 $24.07
TLT $2,399,000.0 1.28%
No Change
24,458 $98.1 $87.4
Reduced 10.91%
$84.89 $101.64
IWF $2,236,000.0 1.21%
Reduced 0.46%
5,569 $401.57 $471.36
Added 17.38%
$310.51 $419.53
IAU $712,000.0 0.39%
No Change
14,401 $49.51 $80.99
Added 63.58%
$37.53 $52.69
FCNCA $648,000.0 0.35%
No Change
307 $2,113.02 $2,055.52
Reduced 2.72%
$1,383.0 $2,388.78
AAPL $505,000.0 0.27%
Added 2.07%
2,018 $250.35 $278.28
Added 11.16%
$164.08 $260.1
MSFT $460,000.0 0.25%
Added 1.77%
1,092 $421.56 $474.82
Added 12.63%
$385.58 $468.35
NKE $344,000.0 0.19%
No Change
4,551 $75.67 $67.78
Reduced 10.43%
$70.32 $107.43
AFL $291,000.0 0.16%
No Change
2,818 $103.44 $111.5
Added 7.79%
$75.08 $115.5
DIA $269,000.0 0.15%
No Change
633 $425.5 $485.17
Added 14.02%
$376.14 $451.55
GOOG $238,000.0 0.13%
Reduced 0.4%
1,250 $190.44 $310.52
Added 63.05%
$131.55 $203.84
IVV $242,000.0 0.13%
No Change
412 $588.68 $684.15
Added 16.22%
$485.19 $612.09
LOW $215,000.0 0.12%
No Change
874 $246.93 $248.78
Added 0.75%
$209.55 $287.01