M3 Advisory Group, LLC Purchases in Q3 2024

M3 Advisory Group, LLC

  • $136 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
649
+ 1.2%
$182.15 - $182.15 $118K - $118K
54.8K $10.9B
AAPL
Apple Inc.

Technology
1.15K
+ 7.14%
$207.23 - $234.82 $238K - $270K
17.2K $4.02B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
837
+ 13.03%
$475.2 - $527.7 $398K - $442K
7.26K $3.83B
VTI
Vanguard Total Stock Market Et

ETFs
743
+ 3.29%
$255.18 - $283.2 $190K - $210K
23.3K $6.6B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
21.2K
New
$23.75 - $23.75 $505K - $505K
21.2K $516M
IVV
Ishares Core S&P 500 ETF

ETFs
463
+ 6.32%
$520.18 - $576.82 $241K - $267K
7.79K $4.49B
AVGO
Broadcom Inc.

Technology
6.33K
+ 1236.52%
$136.27 - $1745.86 $863K - $11.1M
6.84K $1.18B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
14K
New
$24.78 - $25.11 $346K - $350K
14K $350M
VUG
Vanguard Growth ETF

ETFs
533
+ 3.7%
$341.08 - $391.94 $182K - $209K
14.9K $5.73B
TMO
Thermo Fisher Scientific Inc.

Healthcare
447
+ 76.54%
$531.86 - $624.21 $238K - $279K
1.03K $638M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.79K
+ 7.42%
$73.43 - $80.37 $132K - $144K
25.9K $2.08B
XLF
Financial Sector Spdr

ETFs
1.4K
+ 2.63%
$40.84 - $45.74 $57K - $63.8K
54.4K $2.46B
NOW
Service Now, Inc.

Technology
298
New
$730.87 - $937.36 $218K - $279K
298 $266M
ACN
Accenture PLC

Technology
723
New
$295.44 - $355.81 $214K - $257K
723 $256M
AZO
Autozone Inc

Consumer Cyclical
81
New
$2815.0 - $3212.87 $228K - $260K
81 $255M
TSLA
Tesla, Inc.

Consumer Cyclical
179
+ 5.56%
$191.76 - $263.26 $34.3K - $47.1K
3.4K $889M
FDS
Factset Research Systems Inc

Financial Services
532
New
$397.04 - $469.48 $211K - $250K
532 $245M
MKC
Mccormick & CO Inc

Consumer Defensive
2.9K
New
$69.44 - $84.76 $201K - $246K
2.9K $239M
MTD
Mettler Toledo International Inc

Healthcare
156
New
$1308.0 - $1521.03 $204K - $237K
156 $234M
CHD
Church & Dwight CO Inc

Consumer Defensive
2.21K
New
$98.01 - $106.59 $217K - $236K
2.21K $232M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
939
New
$211.47 - $281.27 $199K - $264K
939 $231M
MA
Mastercard Inc

Financial Services
463
New
$429.6 - $500.99 $199K - $232K
463 $229M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
9.15K
New
$23.63 - $24.42 $216K - $223K
9.15K $223M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.07K
+ 9.27%
$85.84 - $85.84 $91.7K - $91.7K
12.6K $1.22B
MSCI
Msci Inc.

Financial Services
378
New
$479.31 - $584.91 $181K - $221K
378 $220M
QQQ
Invesco Qqq Trust, Series 1

ETFs
193
+ 1.38%
$434.77 - $502.96 $83.9K - $97.1K
14.1K $6.9B
GE
General Electric CO

Industrials
1.13K
New
$156.66 - $189.66 $177K - $215K
1.13K $214M
CDNS
Cadence Design Systems Inc

Technology
787
New
$246.84 - $321.11 $194K - $253K
787 $213M
FTNT
Fortinet, Inc.

Technology
2.74K
New
$55.39 - $77.55 $152K - $213K
2.74K $213M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.12K
New
$61.11 - $67.85 $191K - $212K
3.12K $212M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
8.09K
New
$24.34 - $25.83 $197K - $209K
8.09K $208M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
9.79K
New
$20.12 - $21.28 $197K - $208K
9.79K $208M
Ishares Tr
7.68K
New
N/A
7.68K $206M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
8.56K
New
$22.97 - $23.99 $197K - $205K
8.56K $205M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
8.56K
New
$22.96 - $23.97 $196K - $205K
8.56K $204M
CAT
Caterpillar Inc

Industrials
518
New
$316.8 - $391.12 $164K - $203K
518 $203M
HSY
Hershey CO

Consumer Defensive
1.05K
New
$182.45 - $203.25 $192K - $214K
1.05K $202M
MAR
Marriott International Inc

Consumer Cyclical
810
New
$211.35 - $255.11 $171K - $207K
810 $201M
MNST
Monster Beverage Corp

Consumer Defensive
3.85K
New
$45.01 - $52.47 $173K - $202K
3.85K $201M
XLY
Select Sector Spdr Consumer Di

ETFs
407
+ 6.14%
$170.05 - $200.86 $69.2K - $81.8K
7.04K $1.41B
MSFT
Microsoft Corp

Technology
675
+ 12.39%
$395.15 - $467.56 $267K - $316K
6.12K $2.63B
SPY
Spdr S&P 500 ETF Trust

ETFs
39
+ 0.66%
$517.38 - $573.86 $20.2K - $22.4K
5.91K $3.39B
BX
Blackstone Inc.

Financial Services
143
+ 2.44%
$120.77 - $159.66 $17.3K - $22.8K
6K $918M
XLP
Consumer Staples Sector Spdr

ETFs
353
+ 1.59%
$76.04 - $76.04 $26.8K - $26.8K
22.6K $1.87B
XLV
Select Sector Spdr Fund Health

ETFs
430
+ 3.62%
$143.3 - $157.24 $61.6K - $67.6K
12.3K $1.9B
XLB
Select Sector Spdr Fd Material

ETFs
500
+ 3.69%
$86.95 - $97.09 $43.5K - $48.5K
14K $1.35B
VB
Vanguard Small Cap ETF

ETFs
427
+ 14.84%
$214.77 - $237.72 $91.7K - $102K
3.31K $784M
WMT
Walmart Inc.

Consumer Defensive
632
+ 8.49%
$66.91 - $81.4 $42.3K - $51.4K
8.07K $652M
VONV
Vanguard Russell 1000 Value Et

ETFs
130
+ 0.68%
$76.07 - $83.33 $9.89K - $10.8K
19.3K $1.61B
Activity Summary
Buys All Purchases 120 New Holdings 26 Increased Positions 94 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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