Marmo Financial Group, LLC Historic Quarter Change: USA ETF, Sold Out

Marmo Financial Group, LLC historic quarter change: USA ETF, Sold out

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 9 quarters from 2023-12-31 to 2026-03-31, Marmo Financial Group, LLC opened 25 positions, added to 81, reduced 77 and sold out of 11.

Q4 2025: Stock SPHY; Country of operation —; Class PORTFLI HIGH YLD; Shares before 210,718.
Q4 2025: Stock SPSB; Country of operation —; Class PORTFOLIO SHORT; Shares before 160,455.
Q4 2025: Stock SPSM; Country of operation —; Class PORTFOLIO S&P600; Shares before 38,863.
Q3 2025: Stock BND; Country of operation —; Class TOTAL BND MRKT; Shares before 63,686.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1964829), 9 quarters: Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-23); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-03); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-24); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-16); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-16); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-23); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-24); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-23); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.

Quarter	Stock	Class	Shares before	Share change	Value before	Value after	Value change	Filed
Q4 2025	SPHY SPDR SERIES TRUST	PORTFLI HIGH YLD	210,718	-210,718	$5,044,596	$0	-$5,044,596	2026-02-03
Q4 2025	SPSB SPDR SERIES TRUST	PORTFOLIO SHORT	160,455	-160,455	$4,860,203	$0	-$4,860,203	2026-02-03
Q4 2025	SPSM SPDR SERIES TRUST	PORTFOLIO S&P600	38,863	-38,863	$1,800,136	$0	-$1,800,136	2026-02-03
Q3 2025	BND VANGUARD BD INDEX FDS	TOTAL BND MRKT	63,686	-63,686	$4,689,237	$0	-$4,689,237	2025-10-24
Q3 2025	FLBL FRANKLIN TEMPLETON ETF TR	SENIOR LOAN ETF	105,559	-105,559	$2,557,706	$0	-$2,557,706	2025-10-24
Q3 2025	DIA SPDR DOW JONES INDL AVERAGE	UT SER 1	636	-636	$280,366	$0	-$280,366	2025-10-24
Q1 2025	NFTY FIRST TR EXCH TRD ALPHDX FD	INDIA NFTY50 EQW	183,742	-183,742	$10,284,181	$0	-$10,284,181	2025-04-16
Q1 2025	DIA SPDR DOW JONES INDL AVERAGE	UT SER 1	633	-633	$269,342	$0	-$269,342	2025-04-16
Q4 2024	TLT ISHARES TR	20 YR TR BD ETF	24,458	-24,458	$2,399,347	$0	-$2,399,347	2025-01-23
Q3 2024	SCHI SCHWAB STRATEGIC TR	5 10YR CORP BD	138,723	-138,723	$6,117,673	$0	-$6,117,673	2024-10-24
Q3 2024	PULS PGIM ETF TR	PGIM ULTRA SH BD	34,197	-34,197	$1,699,594	$0	-$1,699,594	2024-10-24

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