M3 Advisory Group, LLC Purchases and Sells in Q1 2024

M3 Advisory Group, LLC

$110 Billion
Q1 2024

Top Buys

Incresed Positions

77 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	457 + 20.25%	$475.69 - $950.02 $217K - $434K	2.71K $2.45B
VUG	2.73K + 25.28%	$301.05 - $346.61 $823K - $947K	13.5K $4.66B
VIG	2.37K + 4.82%	$168.47 - $182.98 $399K - $433K	51.6K $9.41B
QQQ	1.06K + 8.5%	$396.28 - $446.38 $421K - $474K	13.6K $6.02B
VTI	1.35K + 6.55%	$232.77 - $260.14 $315K - $352K	22K $5.72B
IVV	988 + 16.48%	$469.56 - $525.73 $464K - $519K	6.98K $3.67B

New Holdings

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DGRO	12.2K New	$53.33 - $58.06 $653K - $711K	12.2K $711M
IBHF	28.9K New	$22.8 - $23.08 $659K - $667K	28.9K $666M
IBHG	28.3K New	$22.0 - $22.38 $624K - $634K	28.3K $631M
USMV	5.17K New	$77.86 - $83.58 $402K - $432K	5.17K $432M
V	1.4K New	$257.98 - $290.37 $362K - $408K	1.4K $392M
DIA	862 New	$372.72 - $397.76 $321K - $343K	862 $343M

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEF	-1.48K - 18.75%	$93.54 - $96.82 $139K - $144K	6.43K $609M
JNJ	-514 - 16.37%	$155.22 - $162.74 $79.8K - $83.6K	2.63K $415M
CLX	-620 - 27.02%	$139.73 - $157.03 $86.6K - $97.4K	1.68K $256M
PAYX	-607 - 23.22%	$116.84 - $124.71 $70.9K - $75.7K	2.01K $246M
ICE	-533 - 20.94%	$124.81 - $139.43 $66.5K - $74.3K	2.01K $277M
MCD	-109 - 11.43%	$278.58 - $300.53 $30.4K - $32.8K	845 $238M

Activity Summary All Purchases 108 New Holdings 31 Increased Positions 77 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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