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  Name: Marmo Financial Group LLC
  City: Johnson City
  State: TN
  Zip: 37604
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $164,387,000
  Total Value Change : $32,658,000
  Securities Held Change : 9
   
All Securities Held : 28
  New Positions : 9
  Closed Positions : 0
  Increased Positions : 9
  Unchanged Positions : 6
  Decreased Positions : 4

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Holdings Found : 9     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (QQQM)1 Year Chart         QQQM Invesco Nasdaq 100 Etf 2 - $0.00 $28,376,000 155,325 17.26% 11,813,000 57,021 0.173    N/A
   (JKH)1 Year Chart         JKH iShares Trust - Mid Growth ... 3 - $67.73 $14,687,000 207,795 8.93% 1,849,000 8,534 0.547    Closed - End Fund - E...
   (TWOK)1 Year Chart         TWOK Spdr Russell 2000 4 - $42.38 $13,764,000 319,805 8.37% 950,000 16,067 0.036    N/A
   (VFH)1 Year Chart         VFH Vanguard Financial VIPERS 5 - $100.22 $11,563,000 112,930 7.03% 1,439,000 3,184 0.114    Closed - End Fund - E...
   (MGV)1 Year Chart         MGV Vanguard Mega Cap 300 Value... 6 - $116.05 $10,189,000 85,254 6.2% 1,312,000 4,023 0.095    Closed - End Fund - E...
   (PXSG)1 Year Chart         PXSG Invesco Russell 2000 Pure G... 7 - $61.30 $6,941,000 115,077 4.22% 444,000 499 0.852    Closed - End Fund - Debt
   (FDVV)1 Year Chart         FDVV Fidelity High Dividend Etf 10 - $0.00 $4,114,000 90,800 2.5% 471,000 4,642 0.468    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp 21 - $424.01 $451,000 1,073 0.27% 80,000 86 0    Application Software
   (AAPL)1 Year Chart         AAPL Apple Inc 23 - $195.87 $288,000 1,681 0.18% 81,000 607 0    Personal Computers

      9 Records Found
  1    
Page 1 of 1
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