M3 Advisory Group, LLC Incresed Positions 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
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
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
META
Meta Platforms, Inc.

Communication Services
383
+ 27.73%
$453.41 - $572.44 $174K - $219K
1.76K $1.01B
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.79K
+ 7.42%
$73.43 - $80.37 $132K - $144K
25.9K $2.08B
TSLA
Tesla, Inc.

Consumer Cyclical
179
+ 5.56%
$191.76 - $263.26 $34.3K - $47.1K
3.4K $889M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.07K
+ 9.27%
$85.84 - $85.84 $91.7K - $91.7K
12.6K $1.22B
QQQ
Invesco Qqq Trust, Series 1

ETFs
193
+ 1.38%
$434.77 - $502.96 $83.9K - $97.1K
14.1K $6.9B
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
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
UNH
Unitedhealth Group Inc

Healthcare
44
+ 4.54%
$488.01 - $604.18 $21.5K - $26.6K
1.01K $592M
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
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
Track This Portfolio

Track M3 Advisory Group, LLC Portfolio

Follow M3 Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of M3 Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on M3 Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email