Marmo Financial Group, LLC Portfolio Holdings
Q3 2025•31 long positions•$206.5M portfolio value
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Holding36 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $34.3M 16.6% | -$4.0M Sold | — 51.5K shares | 57.5K → 51.5K −$4.0M | -10.48% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $31.8M 15.41% | +$1.7M Bought | — 66.3K shares | 62.8K → 66.3K +$1.7M | +5.65% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $20.7M 10.01% | -$2.5M Sold | — 150.1K shares | 168.1K → 150.1K −$2.5M | -10.72% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $19.3M 9.36% | +$908.4K Bought | — 78.2K shares | 74.5K → 78.2K +$908.4K | +4.93% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $17.6M 8.52% | +$17.6M New | — 84.3K shares | 0 → 84.3K +$17.6M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $13.5M 6.52% | +$1.1M Bought | — 102.6K shares | 94.6K → 102.6K +$1.1M | +8.47% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $8.1M 3.92% | -$1.8M Sold | — 104.2K shares | 127.9K → 104.2K −$1.8M | -18.51% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $7.5M 3.62% | +$243.5K Bought | — 141.1K shares | 136.5K → 141.1K +$243.5K | +3.36% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $6.3M 3.03% | -$268.5K Sold | — 112.3K shares | 117.1K → 112.3K −$268.5K | -4.11% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.4M 2.62% | +$428.4K Bought | — 110.3K shares | 101.6K → 110.3K +$428.4K | +8.6% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $5.0M 2.44% | +$131.3K Bought | — 210.7K shares | 205.2K → 210.7K +$131.3K | +2.67% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $4.9M 2.35% | +$4.9M New | — 160.5K shares | 0 → 160.5K +$4.9M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $4.6M 2.25% | -$393.0K Sold | — 100.0K shares | 108.5K → 100.0K −$393.0K | -7.8% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $4.3M 2.1% | -$16.4M Sold | — 59.0K shares | 281.7K → 59.0K −$16.4M | -79.06% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.1M 1.99% | +$4.1M New | — 52.6K shares | 0 → 52.6K +$4.1M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $3.6M 1.73% | -$220.4K Sold | — 5.9K shares | 6.3K → 5.9K −$220.4K | -5.82% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $3.4M 1.66% | -$5.8M Sold | — 41.4K shares | 111.6K → 41.4K −$5.8M | -62.86% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.9M 1.43% | +$2.9M New | — 58.4K shares | 0 → 58.4K +$2.9M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.8M 1.34% | +$2.3K Bought | — 5.9K shares | 5.9K → 5.9K +$2.3K | +0.08% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.8M 0.872% | -$1.5M Sold | — 38.9K shares | 70.9K → 38.9K −$1.5M | -45.18% | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $1.0M 0.506% | -$4.1K Sold | — 14.3K shares | 14.4K → 14.3K −$4.1K | -0.4% | — — | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $594.8K 0.288% | +$9.8K Bought | 0.0% 1.1K shares | 1.1K → 1.1K +$9.8K | +1.68% | $3.85T Mega Cap | Q4 2022 Held for 2y 11m | |
Banks - Regional Financial Services | $551.0K 0.267% | -$1.8K Sold | 0.002% 307.0 shares | 308.0 → 307.0 −$1.8K | -0.32% | $23.1B Large Cap | Q4 2022 Held for 2y 11m | |
Consumer Electronics Technology | $504.8K 0.245% | +$1.3K Bought | 0.0% 2.0K shares | 2.0K → 2.0K +$1.3K | +0.25% | $3.78T Mega Cap | Q2 2023 Held for 2y 5m | |
Insurance - Life Financial Services | $360.0K 0.174% | +$1.8K Bought | 0.001% 3.2K shares | 3.2K → 3.2K +$1.8K | +0.5% | $59.7B Large Cap | Q3 2023 Held for 2y 2m | |
Semiconductors Technology | $339.6K 0.164% | -$112.9K Sold | 0.0% 1.8K shares | 2.4K → 1.8K −$112.9K | -24.95% | $4.54T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $278.3K 0.135% | — | — 415.0 shares | — | — | — — | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $269.1K 0.13% | — | — 757.0 shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $214.7K 0.104% | +$214.7K New | — 966.0 shares | 0 → 966.0 +$214.7K | New | — — | Q3 2025 Held for 2 months | |
Home Improvement Consumer Cyclical | $207.7K 0.101% | +$207.7K Bought | 0.0% 826.0 shares | — | — | $140.94B Large Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $206.6K 0.1% | +$206.6K New | — 1.9K shares | 0 → 1.9K +$206.6K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | - — | -$4.7M Sold | — - shares | 63.7K → 0 −$4.7M | Sold | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | - — | -$280.4K Sold | — - shares | 636.0 → 0 −$280.4K | Sold | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | - — | -$2.6M Sold | — - shares | 105.6K → 0 −$2.6M | Sold | — — | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | - — | -$222.3K Sold | — - shares | 1.3K → 0 −$222.3K | Sold | $2.04T Mega Cap | Q1 2024 Held for 1y 8m | |
Apparel - Footwear & Accessories Consumer Cyclical | - — | -$325.3K Sold | — - shares | 4.6K → 0 −$325.3K | Sold | $90.7B Large Cap | Q4 2022 Held for 2y 11m |
