M3 Advisory Group, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $127 Billion distributed in 136 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $11.6B, Invesco Qqq Trust, Series 1 with a value of $6.85B, Vanguard Total Stock Market Et with a value of $6.8B, Vanguard Growth ETF with a value of $5.91B, and Ishares Core S&P 500 ETF with a value of $4.57B.

Examining the 13F form we can see an decrease of $13.1B in the current position value, from $140B to 127B.

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 $127 Billion
ETFs: $87.7 Billion
Technology: $13.6 Billion
Financial Services: $6.08 Billion
Consumer Cyclical: $5.13 Billion
Communication Services: $4.77 Billion
Consumer Defensive: $3.22 Billion
Healthcare: $3.06 Billion
Industrials: $1.27 Billion
Other: $1.32 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 136
  • Current Value $127 Billion
  • Prior Value $140 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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