Latest Marmo Financial Group, LLC Stock Portfolio
About Marmo Financial Group, LLC and 13F Hedge Fund Stock Holdings
Marmo Financial Group, LLC is a hedge fund based in JOHNSON CITY, TN. On 13-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $198.9 Millions. In it's latest 13F Holdings report, Marmo Financial Group, LLC reported an equity portfolio of $206.5 Millions as of 30 Sep, 2025.
The top stock holdings of Marmo Financial Group, LLC are SPY, VB, EDV. The fund has invested 16.6% of it's portfolio in SPDR S&P 500 ETF TR and 15.4% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off VANGUARD BD INDEX FDS (BIV), FRANKLIN TEMPLETON ETF TR (BUYZ) and NIKE INC (NKE) stocks. They significantly reduced their stock positions in INVESCO EXCHANGE TRADED FD T (CSD), ISHARES TR (AAXJ) and SPDR SERIES TRUST (BIL). Marmo Financial Group, LLC opened new stock positions in VANGUARD INDEX FDS (VB), SPDR SERIES TRUST (BIL) and VANGUARD BD INDEX FDS (BIV). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), VANGUARD WORLD FD (VAW) and VANGUARD INDEX FDS (VB).
The top stock holdings of Marmo Financial Group, LLC are SPY, VB, EDV. The fund has invested 16.6% of it's portfolio in SPDR S&P 500 ETF TR and 15.4% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off VANGUARD BD INDEX FDS (BIV), FRANKLIN TEMPLETON ETF TR (BUYZ) and NIKE INC (NKE) stocks. They significantly reduced their stock positions in INVESCO EXCHANGE TRADED FD T (CSD), ISHARES TR (AAXJ) and SPDR SERIES TRUST (BIL). Marmo Financial Group, LLC opened new stock positions in VANGUARD INDEX FDS (VB), SPDR SERIES TRUST (BIL) and VANGUARD BD INDEX FDS (BIV). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), VANGUARD WORLD FD (VAW) and VANGUARD INDEX FDS (VB).
Marmo Financial Group, LLC Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard index fds | 17,588,800 |
| spdr series trust | 4,860,200 |
| vanguard bd index fds | 4,108,150 |
| j p morgan exchange traded f | 2,949,250 |
| fidelity covington trust | 214,716 |
| lowes cos inc | 207,664 |
| invesco exch traded fd tr ii | 206,605 |
New stocks bought by Marmo Financial Group, LLC
Additions
| Ticker | % Inc. |
|---|---|
| j p morgan exchange traded f | 8.6 |
| vanguard world fd | 8.47 |
| vanguard index fds | 5.65 |
| invesco exch traded fd tr ii | 4.93 |
| ishares tr | 3.36 |
| spdr series trust | 2.67 |
| microsoft corp | 1.68 |
| aflac inc | 0.5 |
Additions to existing portfolio by Marmo Financial Group, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| invesco exchange traded fd t | -79.06 |
| ishares tr | -62.86 |
| spdr series trust | -45.18 |
| nvidia corporation | -24.95 |
| vanguard scottsdale fds | -18.51 |
| vanguard world fd | -10.72 |
| spdr s&p 500 etf tr | -10.48 |
| j p morgan exchange traded f | -7.8 |
Marmo Financial Group, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| franklin templeton etf tr | -2,557,710 |
| vanguard bd index fds | -4,689,240 |
| nike inc | -325,337 |
| alphabet inc | -222,265 |
| spdr dow jones indl average | -280,366 |
Marmo Financial Group, LLC got rid off the above stocks
Sector Distribution
| Sector | % |
|---|---|
| Others | 99 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 99 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 99 |
Marmo Financial Group, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Marmo Financial Group, LLC
Last Reported on: 24 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.24 | 1,982 | 504,815 | added | 0.25 | ||
| AAXJ | ishares tr | 3.62 | 141,125 | 7,483,880 | added | 3.36 | ||
| AAXJ | ishares tr | 1.66 | 41,439 | 3,428,280 | reduced | -62.86 | ||
| AFL | aflac inc | 0.17 | 3,222 | 359,964 | added | 0.5 | ||
| BAB | invesco exch traded fd tr ii | 9.36 | 78,198 | 19,324,300 | added | 4.93 | ||
| BAB | invesco exch traded fd tr ii | 0.10 | 1,867 | 206,605 | new | |||
| BBAX | j p morgan exchange traded f | 2.62 | 110,330 | 5,409,510 | added | 8.6 | ||
| BBAX | j p morgan exchange traded f | 2.25 | 100,038 | 4,642,810 | reduced | -7.8 | ||
| BBAX | j p morgan exchange traded f | 1.43 | 58,435 | 2,949,250 | new | |||
| BIL | spdr series trust | 2.44 | 210,718 | 5,044,600 | added | 2.67 | ||
| BIL | spdr series trust | 2.35 | 160,455 | 4,860,200 | new | |||
| BIL | spdr series trust | 0.87 | 38,863 | 1,800,140 | reduced | -45.18 | ||
| BIV | vanguard bd index fds | 1.99 | 52,607 | 4,108,150 | new | |||
| BIV | vanguard bd index fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BNDW | vanguard scottsdale fds | 3.92 | 104,237 | 8,094,040 | reduced | -18.51 | ||
| BUYZ | franklin templeton etf tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CSD | invesco exchange traded fd t | 2.10 | 58,993 | 4,340,120 | reduced | -79.06 | ||
| DIA | spdr dow jones indl average | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| EDV | vanguard world fd | 10.01 | 150,103 | 20,675,300 | reduced | -10.72 | ||
| FBCG | fidelity covington trust | 3.03 | 112,326 | 6,257,690 | reduced | -4.11 | ||