M3 Advisory Group, LLC Purchases and Sells in Q2 2025

M3 Advisory Group, LLC

$145 Billion
Q2 2025

Top Buys

Incresed Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	2.09K + 7.01%	$94.31 - $157.99 $197K - $330K	31.9K $5.04B
VUG	706 + 4.43%	$329.49 - $438.4 $233K - $310K	16.6K $7.29B
MSFT	945 + 20.41%	$354.56 - $497.45 $335K - $470K	5.58K $2.77B
VOO	921 + 10.42%	$456.74 - $568.03 $421K - $523K	9.76K $5.54B
VTI	686 + 2.77%	$243.75 - $303.93 $167K - $208K	25.4K $7.72B
VIG	1.12K + 1.86%	N/A	60.9K $12.5B

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ELEVATION SERIES TRUST	17.3K New	N/A	17.3K $607M
IWB	1.33K New	$272.36 - $339.57 $363K - $452K	1.33K $452M
VV	934 New	$228.25 - $285.3 $213K - $266K	934 $266M
IWV	738 New	$281.67 - $351.0 $208K - $259K	738 $259M
CASY	504 New	$415.82 - $510.91 $210K - $257K	504 $257M
BA	1.19K New	$136.59 - $217.51 $163K - $260K	1.19K $250M

Top Sells

Reduced Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLE	-374 - 0.94%	$76.44 - $94.13 $28.6K - $35.2K	39.4K $3.34B
XLV	-481 - 3.95%	$128.77 - $144.3 $61.9K - $69.4K	11.7K $1.57B
OLN	-5.6K - 30.31%	$17.96 - $24.7 $101K - $138K	12.9K $259M
FISV	-132 - 5.84%	N/A	2.13K $367M
XTN	-1.79K - 31.63%	$62.77 - $80.81 $112K - $145K	3.87K $312M
CRM	-374 - 32.86%	$236.26 - $291.15 $88.4K - $109K	764 $208M

Activity Summary All Purchases 81 New Holdings 16 Increased Positions 65 All Sells 53 Reductions 53 Sold out 0 Calls 0 Puts 0

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