M3 Advisory Group, LLC Purchases and Sells in Q4 2024

M3 Advisory Group, LLC

$140 Billion
Q4 2024

Top Buys

Incresed Positions

82 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	1.18K + 7.89%	$378.79 - $428.11 $446K - $504K	16.1K $6.61B
VTI	1.29K + 5.52%	$280.04 - $302.45 $360K - $389K	24.6K $7.13B
GOOGL	81 + 0.41%	$161.86 - $196.66 $13.1K - $15.9K	20K $3.79B
AVGO	57 + 0.83%	$159.67 - $250.0 $9.1K - $14.3K	6.9K $1.6B
AMZN	237 + 2.14%	$180.88 - $232.93 $42.9K - $55.2K	11.3K $2.48B
VOO	557 + 7.67%	$521.84 - $558.82 $291K - $311K	7.82K $4.21B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHOP	2.43K New	$78.14 - $119.49 $190K - $290K	2.43K $258M
CHKP	1.25K New	$170.18 - $209.01 $213K - $261K	1.25K $233M
GBX	3.69K New	$48.74 - $68.41 $180K - $252K	3.69K $225M
APP	663 New	$130.67 - $401.5 $86.6K - $266K	663 $215M
SPOT	457 New	$362.95 - $502.38 $166K - $230K	457 $204M
WDAY	778 New	$233.85 - $279.91 $182K - $218K	778 $201M

Top Sells

Reduced Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OLN	-276 - 1.35%	$33.13 - $47.98 $9.14K - $13.2K	20.2K $684M
TMO	-371 - 35.98%	$501.29 - $612.85 $186K - $227K	660 $343M
XLV	-163 - 1.32%	$136.28 - $154.74 $22.2K - $25.2K	12.1K $1.67B
UNH	-256 - 25.27%	$485.52 - $625.25 $124K - $160K	757 $383M
AMGN	-277 - 24.56%	$258.78 - $328.31 $71.7K - $90.9K	851 $222M
UBER	-409 - 7.16%	$59.93 - $86.34 $24.5K - $35.3K	5.31K $320M

Activity Summary All Purchases 88 New Holdings 6 Increased Positions 82 All Sells 48 Reductions 48 Sold out 0 Calls 0 Puts 0

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