M3 Advisory Group, LLC Purchases and Sells in Q1 2025

M3 Advisory Group, LLC

$127 Billion
Q1 2025

Top Buys

Incresed Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VIG	2.63K + 4.59%	N/A	59.8K $11.6B
VOO	1.02K + 13.05%	$507.05 - $563.67 $517K - $575K	8.84K $4.54B
XLE	167 + 0.42%	$85.7 - $93.96 $14.3K - $15.7K	39.8K $3.72B
VTV	846 + 33.41%	$167.73 - $179.21 $142K - $152K	3.38K $584M
VEA	57 + 0.14%	$47.4 - $52.99 $2.7K - $3.02K	42K $2.13B
JNJ	444 + 20.68%	$142.06 - $167.7 $63.1K - $74.5K	2.59K $430M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GE	1.32K New	$168.59 - $212.13 $222K - $279K	1.32K $263M
PM	1.54K New	$117.15 - $158.79 $181K - $245K	1.54K $245M
MCK	349 New	$566.21 - $672.99 $198K - $235K	349 $235M
ABT	1.55K New	$111.1 - $140.22 $172K - $217K	1.55K $205M
IBM	819 New	$217.4 - $264.74 $178K - $217K	819 $204M
MNST	3.48K New	$46.16 - $58.58 $161K - $204K	3.48K $204M

Top Sells

Reduced Positions

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-1.49K - 4.76%	$106.98 - $149.43 $159K - $223K	29.8K $3.23B
AAPL	-1.72K - 9.82%	$209.68 - $247.1 $361K - $425K	15.8K $3.51B
MSFT	-1.43K - 23.57%	$375.39 - $447.2 $536K - $639K	4.63K $1.74B
IBHE	-33.3K - 76.0%	$23.16 - $23.32 $771K - $777K	10.5K $244M
GOOGL	-406 - 2.03%	$154.33 - $206.19 $62.7K - $83.7K	19.6K $3.03B
AVGO	-1.76K - 25.57%	$167.43 - $244.7 $295K - $432K	5.14K $860M

Activity Summary All Purchases 62 New Holdings 6 Increased Positions 56 All Sells 64 Reductions 64 Sold out 0 Calls 0 Puts 0

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