M3 Advisory Group, LLC Reduced Holdings in Q3 2024

M3 Advisory Group, LLC

  • $136 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
-15.9K
- 53.96%
$22.76 - $23.41 $362K - $373K
13.6K $318M
GOOGL
Alphabet Inc.

Communication Services
-28
- 0.14%
$148.65 - $191.18 $4.16K - $5.35K
20K $3.31B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-4.82K
- 61.83%
$60.84 - $67.51 $293K - $325K
2.98K $201M
DGRO
Ishares Core Dividend Growth E

ETFs
-5.75K
- 45.8%
$57.47 - $62.76 $331K - $361K
6.81K $427M
APO
Apollo Global Management, Inc.

Financial Services
-1.21K
- 38.37%
$99.16 - $125.81 $120K - $152K
1.94K $242M
NVDA
Nvidia Corp

Technology
-383
- 1.19%
$98.91 - $134.91 $37.9K - $51.7K
31.9K $3.87B
LLY
Eli Lilly & CO

Healthcare
-92
- 13.11%
$772.14 - $960.02 $71K - $88.3K
610 $540M
VXF
Vanguard Extended Market ETF

ETFs
-574
- 22.53%
$163.98 - $182.92 $94.1K - $105K
1.97K $359M
OLN
Olin Corp

Basic Materials
-974
- 4.54%
$40.38 - $50.21 $39.3K - $48.9K
20.5K $984M
CVX
Chevron Corp

Energy
-32
- 1.77%
$137.88 - $161.97 $4.41K - $5.18K
1.77K $261M
IEF
Ishares Barclays

ETFs
-400
- 6.22%
$92.67 - $99.14 $37.1K - $39.7K
6.03K $592M
VTWO
Vanguard Russell 2000 ETF

ETFs
-568
- 8.32%
$81.17 - $90.77 $46.1K - $51.6K
6.26K $560M
VONG
Vanguard Russell 1000 Growth E

ETFs
-738
- 2.78%
$85.48 - $98.39 $63.1K - $72.6K
25.8K $2.49B
JNJ
Johnson & Johnson

Healthcare
-252
- 9.46%
$145.48 - $167.38 $36.7K - $42.2K
2.41K $391M
AMGN
Amgen Inc

Healthcare
-16
- 1.4%
$309.38 - $337.38 $4.95K - $5.4K
1.13K $364M
SBUX
Starbucks Corp

Consumer Cyclical
-654
- 17.79%
$72.51 - $98.6 $47.4K - $64.5K
3.02K $295M
CL
Colgate Palmolive CO

Consumer Defensive
-76
- 2.4%
$95.54 - $108.77 $7.26K - $8.27K
3.09K $320M
TJX
Tjx Companies Inc

Consumer Cyclical
-11
- 0.44%
$107.93 - $120.23 $1.19K - $1.32K
2.51K $295M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-342
- 3.46%
$71.19 - $76.59 $24.3K - $26.2K
9.55K $731M
HD
Home Depot, Inc.

Consumer Cyclical
-74
- 8.33%
$333.64 - $405.2 $24.7K - $30K
814 $330M
CSCO
Cisco Systems, Inc.

Technology
-320
- 4.4%
$44.74 - $53.22 $14.3K - $17K
6.95K $370M
ABBV
Abb Vie Inc.

Healthcare
-183
- 7.28%
$163.84 - $199.33 $30K - $36.5K
2.33K $460M
ICE
Intercontinental Exchange, Inc.

Financial Services
-55
- 2.63%
$136.93 - $162.81 $7.53K - $8.95K
2.04K $327M
IYJ
Ishares Tr

ETFs
-59
- 1.39%
$118.32 - $133.67 $6.98K - $7.89K
4.19K $561M
FISV
Fiserv Inc

Technology
-77
- 3.11%
N/A
2.4K $431M
VEA
Vanguard Ftse Developed Market

ETFs
-1.21K
- 2.81%
$47.6 - $53.31 $57.7K - $64.6K
41.9K $2.21B
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