M3 Advisory Group, LLC Reduced Holdings in Q4 2024

M3 Advisory Group, LLC

  • $140 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
OLN
Olin Corp

Basic Materials
-276
- 1.35%
$33.13 - $47.98 $9.14K - $13.2K
20.2K $684M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-371
- 35.98%
$501.29 - $612.85 $186K - $227K
660 $343M
XLV
Select Sector Spdr Fund Health

ETFs
-163
- 1.32%
$136.28 - $154.74 $22.2K - $25.2K
12.1K $1.67B
UNH
Unitedhealth Group Inc

Healthcare
-256
- 25.27%
$485.52 - $625.25 $124K - $160K
757 $383M
AMGN
Amgen Inc

Healthcare
-277
- 24.56%
$258.78 - $328.31 $71.7K - $90.9K
851 $222M
UBER
Uber Technologies, Inc

Technology
-409
- 7.16%
$59.93 - $86.34 $24.5K - $35.3K
5.31K $320M
LLY
Eli Lilly & CO

Healthcare
-50
- 8.2%
$727.2 - $932.06 $36.4K - $46.6K
560 $432M
F
Ford Motor CO

Consumer Cyclical
-5.98K
- 15.56%
$9.69 - $11.4 $57.9K - $68.2K
32.4K $321M
JNJ
Johnson & Johnson

Healthcare
-266
- 11.02%
$143.34 - $165.86 $38.1K - $44.1K
2.15K $310M
MSFT
Microsoft Corp

Technology
-63
- 1.03%
$406.35 - $454.46 $25.6K - $28.6K
6.06K $2.55B
VTV
Vanguard Value ETF

ETFs
-282
- 10.02%
$168.32 - $181.87 $47.5K - $51.3K
2.53K $429M
HD
Home Depot, Inc.

Consumer Cyclical
-94
- 11.55%
$385.02 - $431.37 $36.2K - $40.5K
720 $280M
PSX
Phillips 66

Energy
-67
- 2.8%
$110.35 - $138.93 $7.39K - $9.31K
2.32K $265M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-1.88K
- 13.5%
$25.0 - $25.11 $47.1K - $47.3K
12.1K $302M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-617
- 8.88%
$56.06 - $61.35 $34.6K - $37.9K
6.33K $358M
CVX
Chevron Corp

Energy
-260
- 14.67%
$141.15 - $162.53 $36.7K - $42.3K
1.51K $219M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-66
- 0.68%
$44.04 - $49.49 $2.91K - $3.27K
9.61K $423M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-19
- 0.52%
$131.66 - $144.0 $2.5K - $2.74K
3.63K $480M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-54
- 0.33%
$51.09 - $55.27 $2.76K - $2.98K
16.4K $841M
XOM
Exxon Mobil Corp

Energy
-79
- 3.39%
$105.51 - $125.37 $8.34K - $9.9K
2.25K $242M
DGRO
Ishares Core Dividend Growth E

ETFs
-352
- 5.17%
$60.73 - $64.94 $21.4K - $22.9K
6.46K $396M
ICE
Intercontinental Exchange, Inc.

Financial Services
-2
- 0.1%
$148.29 - $166.93 $297 - $334
2.04K $303M
SBUX
Starbucks Corp

Consumer Cyclical
-11
- 0.36%
$87.44 - $102.5 $962 - $1.13K
3.01K $275M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-108
- 2.84%
$88.59 - $94.57 $9.57K - $10.2K
3.7K $328M
IBHE
Ishares Ibonds 2025 Term High

ETFs
-477
- 1.08%
$23.08 - $23.28 $11K - $11.1K
43.8K $1.02B
IYJ
Ishares Tr

ETFs
-105
- 2.5%
$132.97 - $143.93 $14K - $15.1K
4.09K $546M
IBHG
Ishares Tr Ibonds 2027 Term Hi
-3
- 0.01%
$22.11 - $22.54 $66.3 - $67.6
33.3K $740M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-12
- 0.32%
$89.9 - $100.66 $1.08K - $1.21K
3.74K $338M
MGV
Vanguard Mega Cap Value

ETFs
-35
- 1.76%
$124.06 - $133.48 $4.34K - $4.67K
1.95K $243M
ABC
Amerisourcebergen Corp

Healthcare
-45
- 2.46%
N/A
1.78K $401M
VTWO
Vanguard Russell 2000 ETF

ETFs
-5
- 0.08%
$87.42 - $98.06 $437 - $490
6.26K $559M
TJX
Tjx Companies Inc

Consumer Cyclical
-32
- 1.28%
$112.15 - $127.2 $3.59K - $4.07K
2.48K $299M
ADP
Automatic Data Processing Inc

Industrials
-38
- 3.28%
$280.08 - $307.97 $10.6K - $11.7K
1.12K $328M
IVW
Ishares S&P 500 Growth ETF

ETFs
-52
- 2.04%
$94.43 - $105.47 $4.91K - $5.48K
2.5K $254M
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
-8
- 0.14%
$79.6 - $95.17 $637 - $761
5.68K $492M
VCR
Vanguard Consumer Discretionar

ETFs
-4
- 0.54%
$328.51 - $401.37 $1.31K - $1.61K
736 $276M
XLK
Technology Sector Spdr

ETFs
-55
- 0.69%
$220.26 - $241.44 $12.1K - $13.3K
7.9K $1.84B
WMT
Walmart Inc.

Consumer Defensive
-396
- 4.91%
$79.1 - $95.7 $31.3K - $37.9K
7.68K $694M
GS
Goldman Sachs Group Inc

Financial Services
-2
- 0.35%
$486.1 - $608.57 $972 - $1.22K
562 $322M
IYW
Ishares Dj Us Tech ETF

ETFs
-80
- 1.09%
$148.14 - $166.23 $11.9K - $13.3K
7.25K $1.16B
FTNT
Fortinet, Inc.

Technology
-7
- 0.26%
$76.49 - $99.21 $535 - $694
2.74K $258M
FISV
Fiserv Inc

Technology
-14
- 0.58%
N/A
2.38K $489M
JPM
Jpmorgan Chase & CO

Financial Services
-113
- 2.96%
$205.18 - $250.29 $23.2K - $28.3K
3.7K $887M
WFC
Wells Fargo & Company

Financial Services
-4
- 0.06%
$54.98 - $77.35 $220 - $309
6.15K $432M
VONG
Vanguard Russell 1000 Growth E

ETFs
-95
- 0.37%
$95.27 - $107.82 $9.05K - $10.2K
25.7K $2.65B
NVDA
Nvidia Corp

Technology
-582
- 1.83%
$117.0 - $148.88 $68.1K - $86.6K
31.3K $4.2B
TSLA
Tesla, Inc.

Consumer Cyclical
-124
- 3.65%
$213.65 - $479.86 $26.5K - $59.5K
3.27K $1.32B
Activity Summary
Buys All Purchases 88 New Holdings 6 Increased Positions 82 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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