Marmo-Financial-Group
AI_NATIVE detailed information: This accession holds the following tickers:[ "LOW", null, null, null, null, "MSFT", "FCNCA", null, "IWF", "IVV", "AAPL", "SPY", null, "GLD", null, "AFL", null, null, "VUG", "VFH", null, "MGV", "BND", null, null, "NKE", "QQQ" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-16
- Total Holdings
- 27
- Total Value
- 182769292
- Accession Number
- 0001172661-25-001500
- Form Type
- 13F-HR
- Manager Name
- Marmo-Financial-Group
Data Enrichment
56% identified15 identified12 unidentified
Holdings
27 positions • $182.8M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
Apple Inc.(AAPLcusip037833100) | 1.9K | QoQ -4.90% (-99) | All Managers (Combined) | $426.3K | 0.2% ($426.3K/$182.8M) | |
MICROSOFT CORP(MSFTcusip594918104) | 1.1K | QoQ -1.28% (-14)YoY +0.46% (-5) | All Managers (Combined) | $404.6K | 0.2% ($404.6K/$182.8M) | |
| 2.8K | All Managers (Combined) | $313.3K | 0.2% ($313.3K/$182.8M) | |||
NIKE, Inc.(NKEcusip654106103) | 4.6K | All Managers (Combined) | $288.9K | 0.2% ($288.9K/$182.8M) | ||
| 413 | QoQ +0.24% (-1)YoY NEW(+413) | All Managers (Combined) | $232.2K | 0.1% ($232.2K/$182.8M) | YoY NEW(+$232.2K) | |
SPDR GOLD TRUST(GLDcusip78463V107) | 757 | QoQ NEW(+757) YoY NEW(+757) | All Managers (Combined) | $218.1K | 0.1% ($218.1K/$182.8M) | QoQ NEW(+$218.1K) YoY NEW(+$218.1K) |
| 866 | QoQ -0.91% (-8)YoY -0.91% (-8) | All Managers (Combined) | $202.0K | 0.1% ($202.0K/$182.8M) |