Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2011 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR | 7 | Q2 2024 | 35.2% |
SPDR SER TR | 7 | Q2 2024 | 16.3% |
VANGUARD WORLD FD | 7 | Q2 2024 | 11.5% |
PGIM ETF TR | 7 | Q2 2024 | 4.9% |
FIDELITY COVINGTON TRUST | 7 | Q2 2024 | 5.2% |
ISHARES TR | 7 | Q2 2024 | 3.3% |
ISHARES GOLD TR | 7 | Q2 2024 | 0.6% |
NIKE INC | 7 | Q2 2024 | 0.5% |
FIRST CTZNS BANCSHARES INC N | 7 | Q2 2024 | 0.4% |
MICROSOFT CORP | 7 | Q2 2024 | 0.3% |
View Marmo Financial Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-07-30 |
13F-HR | 2024-07-23 |
13F-HR | 2024-04-22 |
13F-HR | 2024-01-30 |
13F-HR | 2023-11-13 |
13F-HR | 2023-07-21 |
13F-HR | 2023-05-11 |
13F-HR | 2023-02-09 |
View Marmo Financial Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.