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
IBHE
Ishares Ibonds 2025 Term High

ETFs
5.77K
+ 14.99%
$23.03 - $23.3 $133K - $134K
44.3K $1.03B
AMZN
Amazon Com Inc

Consumer Cyclical
1.04K
+ 10.34%
$161.02 - $200.0 $167K - $207K
11.1K $2.06B
DIVZ
Listed Fds Tr Trueshares Low V

ETFs
2.75K
+ 23.59%
$30.15 - $32.96 $82.8K - $90.5K
14.4K $474M
XLK
Technology Sector Spdr

ETFs
531
+ 7.15%
$197.34 - $237.68 $105K - $126K
7.96K $1.8B
IBHG
Ishares Tr Ibonds 2027 Term Hi
4.32K
+ 14.91%
$21.89 - $22.6 $94.5K - $97.6K
33.3K $752M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
530
+ 10.7%
$95.1 - $106.76 $50.4K - $56.6K
5.49K $586M
XLU
Utilities Sector Spdr

ETFs
78
+ 0.98%
$67.67 - $80.78 $5.28K - $6.3K
8K $646M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
740
+ 4.69%
$48.51 - $52.86 $35.9K - $39.1K
16.5K $872M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
689
+ 5.24%
$58.03 - $65.37 $40K - $45K
13.8K $895M
NFLX
Netflix Inc

Communication Services
109
+ 17.33%
$598.55 - $722.26 $65.2K - $78.7K
738 $523M
FICO
Fair Isaac Corp

Technology
8
+ 4.52%
$1496.51 - $1947.38 $12K - $15.6K
185 $360M
ORCL
Oracle Corp

Technology
22
+ 0.71%
$125.9 - $170.35 $2.77K - $3.75K
3.13K $534M
AXP
American Express CO

Financial Services
129
+ 9.38%
$225.92 - $271.17 $29.1K - $35K
1.5K $408M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
79
+ 6.11%
$523.84 - $572.02 $41.4K - $45.2K
1.37K $781M
COST
Costco Wholesale Corp

Consumer Defensive
63
+ 6.89%
$801.83 - $917.05 $50.5K - $57.8K
977 $866M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
36
+ 2.69%
$405.19 - $478.57 $14.6K - $17.2K
1.38K $633M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
70
+ 4.38%
$386.81 - $423.12 $27.1K - $29.6K
1.67K $705M
MGK
Vanguard Mega Cap Growth ETF

ETFs
214
+ 16.26%
$285.48 - $330.24 $61.1K - $70.7K
1.53K $493M
RTX
Raytheon Technologies Corp

Industrials
283
+ 13.14%
$99.55 - $123.34 $28.2K - $34.9K
2.44K $295M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
358
+ 20.92%
$201.42 - $273.98 $72.1K - $98.1K
2.07K $497M
V
Visa Inc.

Financial Services
174
+ 9.96%
$253.74 - $291.56 $44.2K - $50.7K
1.92K $528M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
76
+ 2.12%
$125.95 - $142.04 $9.57K - $10.8K
3.65K $519M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
604
+ 9.52%
$53.41 - $57.9 $32.3K - $35K
6.95K $402M
VTV
Vanguard Value ETF

ETFs
99
+ 3.65%
$159.75 - $174.57 $15.8K - $17.3K
2.81K $491M
UBER
Uber Technologies, Inc

Technology
536
+ 10.35%
$58.48 - $77.47 $31.3K - $41.5K
5.72K $430M
CRM
Salesforce, Inc.

Technology
101
+ 6.73%
$238.42 - $276.53 $24.1K - $27.9K
1.6K $438M
ADP
Automatic Data Processing Inc

Industrials
34
+ 3.03%
$233.44 - $279.45 $7.94K - $9.5K
1.16K $320M
PAYX
Paychex Inc

Industrials
109
+ 5.23%
$116.17 - $135.19 $12.7K - $14.7K
2.19K $294M
JPM
Jpmorgan Chase & CO

Financial Services
70
+ 1.87%
$194.9 - $224.8 $13.6K - $15.7K
3.81K $804M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
169
+ 1.78%
$41.9 - $48.26 $7.08K - $8.16K
9.67K $463M
CLX
Clorox CO

Consumer Defensive
12
+ 0.73%
$131.73 - $166.97 $1.58K - $2K
1.65K $269M
INTU
Intuit Inc

Technology
117
+ 15.5%
$602.97 - $670.49 $70.5K - $78.4K
872 $541M
KR
Kroger CO

Consumer Defensive
226
+ 5.57%
$50.43 - $57.3 $11.4K - $12.9K
4.29K $246M
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
234
+ 4.29%
$73.65 - $83.67 $17.2K - $19.6K
5.69K $469M
PG
Procter & Gamble CO

Consumer Defensive
89
+ 2.8%
$160.76 - $177.82 $14.3K - $15.8K
3.27K $566M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
159
+ 4.36%
$83.76 - $91.82 $13.3K - $14.6K
3.81K $348M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
115
+ 4.26%
$105.53 - $118.34 $12.1K - $13.6K
2.81K $329M
XOM
Exxon Mobil Corp

Energy
282
+ 13.75%
$109.72 - $119.0 $30.9K - $33.6K
2.33K $273M
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 1.65%
$3305.62 - $4268.05 $6.61K - $8.54K
123 $517M
PEP
Pepsico Inc

Consumer Defensive
153
+ 7.98%
$161.9 - $179.3 $24.8K - $27.4K
2.07K $352M
ABC
Amerisourcebergen Corp

Healthcare
158
+ 9.46%
N/A
1.83K $412M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
92
+ 2.51%
$85.03 - $94.56 $7.82K - $8.7K
3.75K $349M
Linde PLC
12
+ 1.6%
N/A
762 $363M
GS
Goldman Sachs Group Inc

Financial Services
21
+ 3.87%
$459.02 - $510.25 $9.64K - $10.7K
564 $279M
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
140
+ 1.54%
$22.14 - $24.83 $3.1K - $3.48K
9.21K $229M
ROL
Rollins Inc

Consumer Cyclical
367
+ 7.44%
$45.93 - $51.4 $16.9K - $18.9K
5.3K $268M
VCR
Vanguard Consumer Discretionar

ETFs
18
+ 2.49%
$291.88 - $341.94 $5.25K - $6.15K
740 $252M
TSCO
Tractor Supply CO

Consumer Cyclical
7
+ 0.64%
$251.95 - $290.93 $1.76K - $2.04K
1.1K $321M
MGV
Vanguard Mega Cap Value

ETFs
30
+ 1.54%
$118.0 - $128.28 $3.54K - $3.85K
1.98K $254M
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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