M3 Advisory Group, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $160 Billion distributed in 153 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $13.5B, Invesco Qqq Trust, Series 1 with a value of $8.58B, Vanguard Total Stock Market Et with a value of $8.39B, Vanguard Growth ETF with a value of $8.08B, and Vanguard Index Fds S&P 500 ETF with a value of $6.33B.
Examining the 13F form we can see an increase of $15.8B in the current position value, from $145B to 160B.
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.
