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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 : 4     View All Holdings Currently Viewing:  Decreased 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
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 1 - $527.37 $39,690,000 75,879 24.14% 307,000 -7,010 0.001    Closed - End Fund - E...
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 11 - $450.71 $3,519,000 7,924 2.14% -7,965,000 -20,124 0.002    Closed - End Fund - Debt
   (PULS)1 Year Chart         PULS Pgim Ultra Short Bond Etf 13 - $49.62 $2,856,000 57,462 1.74% -2,042,000 -41,715 0.014    N/A
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 16 - $342.29 $2,228,000 6,609 1.36% 207,000 -59 0.002    Closed - End Fund - E...

      4 Records Found
  1    
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