13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001964829
Total reported value
$201.9M
$201.9M
27 檔
55.7%
At the close of Q4 2024, Marmo Financial Group, LLC disclosed equity holdings valued at approximately $201.9M, spread across 27 reported holdings.
During Q4 2024, Marmo Financial Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 17.94% | -0.27% | -1.67% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 11.99% | -0.92% | -1.05% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 10.75% | — | +12.22% | |
| 4 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 10.74% | +0.79% | -1.12% | |
| 5 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 9.36% | +0.10% | -2.35% | |
| 6 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 8.86% | -0.25% | -2.94% | |
| 7 | NFTY | First Trust India Nifty 50 E | ETF-Other | 5.55% | — | -1.22% | |
| 8 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 4.78% | +0.03% | -1.63% | |
| 9 | FDVV | Fidelity High Dividend ETF | ETF-Other | 2.78% | -0.05% | +0.52% | |
| 10 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 2.58% | — | +2.47% | |
| 11 | JPIE | Jpmorgan Income ETF | ETF-Other | 2.28% | +0.06% | +3.73% | |
| 12 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 2.19% | +0.05% | +2.03% | |
| 13 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.00% | +0.04% | -2.51% | |
| 14 | VFH | Vanguard Financials ETF | ETF-Other | 1.86% | -0.35% | -3.01% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.54% | +0.01% | -2.85% | |
| 16 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.46% | +0.03% | +1.95% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.21% | -0.15% | -0.46% | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 0.39% | +0.08% | — | |
| 19 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 0.35% | -0.02% | — | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.27% | — | +2.07% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.25% | -0.05% | +1.77% | |
| 22 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.19% | — | — | |
| 23 | AFL | Aflac Inc | Stock-Financials | 0.16% | +0.01% | — | |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.15% | +0.15% | NEW | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | — | — | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.13% | -0.01% | -0.40% | |
| 27 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.12% | -0.09% | EXIT |
According to official SEC Form 13F filings, Marmo Financial Group, LLC reported a total U.S. public equity portfolio value of $201.9M across 27 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VUG, BND) accounted for 55.7% of total reported equity market value during Q4 2024.
During Q4 2024, Marmo Financial Group, LLC's top holdings by market value included SPY (17.9%)、VUG (12.0%)、BND (10.8%). The largest single position, SPY, represented 17.9% of total portfolio value.
In Q4 2024, Marmo Financial Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.