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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:  New 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
   (SCHI)1 Year Chart         SCHI Schwab 5-10 Year Corporate ... 8 New $44.10 $6,240,000 140,246 3.8% 6,240,000 140,246 0.107    N/A
   (NFTY)1 Year Chart         NFTY First Trust India Nifty 50 ... 9 New $57.10 $4,937,000 86,670 3% 4,937,000 86,670 0.963    N/A
   (VCLT)1 Year Chart         VCLT Vanguard Long-Term Corpora 12 New $76.59 $3,389,000 43,318 2.06% 3,389,000 43,318 0.064    Closed - End Fund - Debt
   (JPIE)1 Year Chart         JPIE Jpmorgan Income Etf 14 New $0.00 $2,547,000 55,911 1.55% 2,547,000 55,911 0.212    N/A
   (JPGB)1 Year Chart         JPGB Jpmorgan Global Bond Opport... 15 New $0.00 $2,528,000 53,094 1.54% 2,528,000 53,094 0.59    N/A
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 17 New $92.01 $1,877,000 19,840 1.14% 1,877,000 19,840 0.002    Closed - End Fund - E...
   (XOVR)1 Year Chart         XOVR Spdr Bofa Merrill Lynch Cro... 18 New $23.27 $1,700,000 72,480 1.03% 1,700,000 72,480 0.07    N/A
   (LOW)1 Year Chart         LOW Lowes Companies Inc 26 New $232.26 $223,000 874 0.14% 223,000 874 0    Home Improvement Stores
   (GOOG)1 Year Chart         GOOG Alphabet Inc 27 New $175.43 $203,000 1,330 0.12% 203,000 1,330 0    Search Engines & Info...

      9 Records Found
  1    
Page 1 of 1
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