M3 Advisory Group, LLC Purchases and Sells in Q3 2024

M3 Advisory Group, LLC

$136 Billion
Q3 2024

Top Buys

Incresed Positions

94 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VIG	649 + 1.2%	$182.15 - $182.15 $118K - $118K	54.8K $10.9B
AAPL	1.15K + 7.14%	$207.23 - $234.82 $238K - $270K	17.2K $4.02B
VOO	837 + 13.03%	$475.2 - $527.7 $398K - $442K	7.26K $3.83B
VTI	743 + 3.29%	$255.18 - $283.2 $190K - $210K	23.3K $6.6B
IVV	463 + 6.32%	$520.18 - $576.82 $241K - $267K	7.79K $4.49B
AVGO	6.33K + 1236.52%	$136.27 - $1745.86 $863K - $11.1M	6.84K $1.18B

New Holdings

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBDR	21.2K New	$23.75 - $23.75 $505K - $505K	21.2K $516M
IBDQ	14K New	$24.78 - $25.11 $346K - $350K	14K $350M
NOW	298 New	$730.87 - $937.36 $218K - $279K	298 $266M
ACN	723 New	$295.44 - $355.81 $214K - $257K	723 $256M
AZO	81 New	$2815.0 - $3212.87 $228K - $260K	81 $255M
FDS	532 New	$397.04 - $469.48 $211K - $250K	532 $245M

Top Sells

Reduced Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBHF	-15.9K - 53.96%	$22.76 - $23.41 $362K - $373K	13.6K $318M
GOOGL	-28 - 0.14%	$148.65 - $191.18 $4.16K - $5.35K	20K $3.31B
SPLG	-4.82K - 61.83%	$60.84 - $67.51 $293K - $325K	2.98K $201M
DGRO	-5.75K - 45.8%	$57.47 - $62.76 $331K - $361K	6.81K $427M
APO	-1.21K - 38.37%	$99.16 - $125.81 $120K - $152K	1.94K $242M
NVDA	-383 - 1.19%	$98.91 - $134.91 $37.9K - $51.7K	31.9K $3.87B

Activity Summary All Purchases 120 New Holdings 26 Increased Positions 94 All Sells 27 Reductions 27 Sold out 0 Calls 0 Puts 0

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