M3 Advisory Group, LLC Incresed Positions in Q2 2025

M3 Advisory Group, LLC

  • $145 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
2.09K
+ 7.01%
$94.31 - $157.99 $197K - $330K
31.9K $5.04B
VUG
Vanguard Growth ETF

ETFs
706
+ 4.43%
$329.49 - $438.4 $233K - $310K
16.6K $7.29B
MSFT
Microsoft Corp

Technology
945
+ 20.41%
$354.56 - $497.45 $335K - $470K
5.58K $2.77B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
921
+ 10.42%
$456.74 - $568.03 $421K - $523K
9.76K $5.54B
VTI
Vanguard Total Stock Market Et

ETFs
686
+ 2.77%
$243.75 - $303.93 $167K - $208K
25.4K $7.72B
VIG
Vanguard Dividend Appreciation

ETFs
1.12K
+ 1.86%
N/A
60.9K $12.5B
AVGO
Broadcom Inc.

Technology
497
+ 9.68%
$146.29 - $275.65 $72.7K - $137K
5.63K $1.55B
IVV
Ishares Core S&P 500 ETF

ETFs
98
+ 1.21%
$498.8 - $620.9 $48.9K - $60.8K
8.22K $5.1B
GOOGL
Alphabet Inc.

Communication Services
509
+ 2.59%
$144.7 - $178.6 $73.7K - $90.9K
20.1K $3.55B
MGK
Vanguard Mega Cap Growth ETF

ETFs
902
+ 39.25%
$273.67 - $366.17 $247K - $330K
3.2K $1.17B
SPY
Spdr S&P 500 ETF Trust

ETFs
70
+ 1.16%
$496.48 - $617.85 $34.8K - $43.2K
6.09K $3.76B
AMZN
Amazon Com Inc

Consumer Cyclical
3
+ 0.03%
$167.32 - $223.3 $502 - $670
9.38K $2.06B
TSLA
Tesla, Inc.

Consumer Cyclical
278
+ 8.89%
$221.86 - $362.89 $61.7K - $101K
3.41K $1.08B
META
Meta Platforms, Inc.

Communication Services
93
+ 7.57%
$484.66 - $738.09 $45.1K - $68.6K
1.32K $975M
VEA
Vanguard Ftse Developed Market

ETFs
66
+ 0.16%
$45.65 - $57.01 $3.01K - $3.76K
42.1K $2.4B
JPM
Jpmorgan Chase & CO

Financial Services
242
+ 6.47%
$210.28 - $289.91 $50.9K - $70.2K
3.98K $1.15B
NFLX
Netflix Inc

Communication Services
35
+ 7.63%
$855.86 - $1339.13 $30K - $46.9K
494 $661M
VTV
Vanguard Value ETF

ETFs
979
+ 28.98%
$153.67 - $176.74 $150K - $173K
4.36K $770M
XLY
Select Sector Spdr Consumer Di

ETFs
90
+ 1.26%
$176.34 - $218.59 $15.9K - $19.7K
7.23K $1.57B
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 0.81%
$4164.15 - $5789.24 $4.16K - $5.79K
124 $718M
DELL
Dell Technologies Inc.

Technology
180
+ 4.45%
$71.63 - $125.98 $12.9K - $22.7K
4.23K $518M
VXF
Vanguard Extended Market ETF

ETFs
508
+ 25.35%
$150.43 - $192.71 $76.4K - $97.9K
2.51K $484M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.38K
+ 1.5%
$23.55 - $27.67 $32.4K - $38.1K
93K $2.57B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
134
+ 0.84%
$55.54 - $69.09 $7.44K - $9.26K
16.1K $1.11B
BAC
Bank Of America Corp

Financial Services
762
+ 5.33%
$34.39 - $47.46 $26.2K - $36.2K
15.1K $712M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
380
+ 2.85%
N/A
13.7K $1.28B
UBER
Uber Technologies, Inc

Technology
62
+ 1.21%
$64.62 - $93.3 $4.01K - $5.78K
5.2K $485M
VB
Vanguard Small Cap ETF

ETFs
180
+ 4.69%
$193.73 - $237.37 $34.9K - $42.7K
4.02K $953M
COST
Costco Wholesale Corp

Consumer Defensive
62
+ 7.52%
$908.13 - $1056.85 $56.3K - $65.5K
886 $877M
CWB
Spdr Bloomberg Convertible Sec

ETFs
167
+ 1.65%
$71.86 - $82.66 $12K - $13.8K
10.3K $849M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
621
+ 6.44%
$39.89 - $49.46 $24.8K - $30.7K
10.3K $508M
IXUS
Ishares Tr

ETFs
466
+ 12.41%
$62.37 - $77.63 $29.1K - $36.2K
4.22K $326M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
26
+ 1.77%
$468.22 - $566.51 $12.2K - $14.7K
1.5K $848M
PANW
Palo Alto Networks Inc

Technology
15
+ 0.85%
$152.44 - $204.64 $2.29K - $3.07K
1.77K $363M
WFC
Wells Fargo & Company

Financial Services
36
+ 0.57%
$60.98 - $80.12 $2.2K - $2.88K
6.39K $512M
IBM
International Business Machines Corp

Technology
61
+ 7.45%
$221.03 - $294.78 $13.5K - $18K
880 $259M
VONV
Vanguard Russell 1000 Value Et

ETFs
2
+ 0.01%
$73.19 - $85.21 $146 - $170
19.5K $1.66B
CSCO
Cisco Systems, Inc.

Technology
280
+ 6.94%
$53.19 - $69.38 $14.9K - $19.4K
4.31K $299M
ABT
Abbott Laboratories

Healthcare
312
+ 20.18%
$123.95 - $138.08 $38.7K - $43.1K
1.86K $253M
RTX
Raytheon Technologies Corp

Industrials
69
+ 2.69%
$113.75 - $148.48 $7.85K - $10.2K
2.63K $384M
PM
Philip Morris International Inc.

Consumer Defensive
47
+ 3.05%
$149.23 - $184.95 $7.01K - $8.69K
1.59K $289M
VTWO
Vanguard Russell 2000 ETF

ETFs
32
+ 0.51%
$70.56 - $87.22 $2.26K - $2.79K
6.33K $552M
MGV
Vanguard Mega Cap Value

ETFs
291
+ 14.92%
$114.87 - $131.25 $33.4K - $38.2K
2.24K $294M
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
162
+ 1.7%
$20.72 - $25.75 $3.36K - $4.17K
9.69K $249M
F
Ford Motor CO

Consumer Cyclical
303
+ 0.94%
$8.69 - $10.85 $2.63K - $3.29K
32.6K $354M
XLU
Utilities Sector Spdr

ETFs
56
+ 0.66%
$73.09 - $82.77 $4.09K - $4.64K
8.6K $702M
HD
Home Depot, Inc.

Consumer Cyclical
73
+ 11.87%
$335.24 - $380.78 $24.5K - $27.8K
688 $252M
MCK
Mckesson Corp

Healthcare
8
+ 2.29%
$652.83 - $732.78 $5.22K - $5.86K
357 $261M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
310
+ 4.76%
$47.46 - $55.3 $14.7K - $17.1K
6.83K $376M
Activity Summary
Buys All Purchases 81 New Holdings 16 Increased Positions 65 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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