M3 Advisory Group, LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $145 Billion distributed in 149 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $12.5B, Invesco Qqq Trust, Series 1 with a value of $7.87B, Vanguard Total Stock Market Et with a value of $7.72B, Vanguard Growth ETF with a value of $7.29B, and Vanguard Index Fds S&P 500 ETF with a value of $5.54B.
Examining the 13F form we can see an increase of $18B in the current position value, from $127B to 145B.
M3 Advisory Group, LLC is based out at Needham Heights, MA
Below you can find more details about M3 Advisory Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$145 Billion
ETFs: $98.4 Billion
Technology: $17.6 Billion
Financial Services: $6.53 Billion
Consumer Cyclical: $6.25 Billion
Communication Services: $5.98 Billion
Consumer Defensive: $3.47 Billion
Healthcare: $2.88 Billion
Industrials: $1.61 Billion
Other: $863 Million
Stock Holdings Table Market Cap. of $200 Billions or more
