M3 Advisory Group, LLC Purchases in Q2 2025

M3 Advisory Group, LLC

  • $145 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PANW
Palo Alto Networks Inc

Technology
15
+ 0.85%
$152.44 - $204.64 $2.29K - $3.07K
1.77K $363M
WFC
Wells Fargo & Company

Financial Services
36
+ 0.57%
$60.98 - $80.12 $2.2K - $2.88K
6.39K $512M
IBM
International Business Machines Corp

Technology
61
+ 7.45%
$221.03 - $294.78 $13.5K - $18K
880 $259M
VONV
Vanguard Russell 1000 Value Et

ETFs
2
+ 0.01%
$73.19 - $85.21 $146 - $170
19.5K $1.66B
CSCO
Cisco Systems, Inc.

Technology
280
+ 6.94%
$53.19 - $69.38 $14.9K - $19.4K
4.31K $299M
ABT
Abbott Laboratories

Healthcare
312
+ 20.18%
$123.95 - $138.08 $38.7K - $43.1K
1.86K $253M
RTX
Raytheon Technologies Corp

Industrials
69
+ 2.69%
$113.75 - $148.48 $7.85K - $10.2K
2.63K $384M
PM
Philip Morris International Inc.

Consumer Defensive
47
+ 3.05%
$149.23 - $184.95 $7.01K - $8.69K
1.59K $289M
VTWO
Vanguard Russell 2000 ETF

ETFs
32
+ 0.51%
$70.56 - $87.22 $2.26K - $2.79K
6.33K $552M
MGV
Vanguard Mega Cap Value

ETFs
291
+ 14.92%
$114.87 - $131.25 $33.4K - $38.2K
2.24K $294M
F
Ford Motor CO

Consumer Cyclical
303
+ 0.94%
$8.69 - $10.85 $2.63K - $3.29K
32.6K $354M
XLU
Utilities Sector Spdr

ETFs
56
+ 0.66%
$73.09 - $82.77 $4.09K - $4.64K
8.6K $702M
HD
Home Depot, Inc.

Consumer Cyclical
73
+ 11.87%
$335.24 - $380.78 $24.5K - $27.8K
688 $252M
MCK
Mckesson Corp

Healthcare
8
+ 2.29%
$652.83 - $732.78 $5.22K - $5.86K
357 $261M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
310
+ 4.76%
$47.46 - $55.3 $14.7K - $17.1K
6.83K $376M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
157
+ 2.64%
$90.85 - $102.31 $14.3K - $16.1K
6.1K $614M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
143
+ 2.32%
$39.34 - $40.41 $5.63K - $5.78K
6.31K $253M
Linde PLC
4
+ 0.56%
N/A
721 $338M
EDF
Stone Harbor Emerging Markets Income Fund

Financial Services
523
+ 3.82%
$4.27 - $5.08 $2.23K - $2.66K
14.2K $71.7M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
9
+ 0.25%
$121.58 - $136.74 $1.09K - $1.23K
3.62K $492M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
20
+ 0.22%
$22.57 - $23.23 $451 - $465
9.31K $216M
IBHE
Ishares Ibonds 2025 Term High

ETFs
15
+ 0.14%
$22.98 - $23.27 $345 - $349
10.5K $245M
LLY
Eli Lilly & CO

Healthcare
30
+ 4.95%
$713.71 - $898.95 $21.4K - $27K
636 $496M
AMGN
Amgen Inc

Healthcare
67
+ 8.77%
$262.28 - $309.85 $17.6K - $20.8K
831 $232M
PSX
Phillips 66

Energy
20
+ 0.84%
$92.87 - $125.73 $1.86K - $2.51K
2.4K $287M
XOM
Exxon Mobil Corp

Energy
72
+ 2.51%
$99.93 - $119.04 $7.19K - $8.57K
2.94K $317M
PG
Procter & Gamble CO

Consumer Defensive
7
+ 0.22%
$157.66 - $172.39 $1.1K - $1.21K
3.13K $499M
TMO
Thermo Fisher Scientific Inc.

Healthcare
14
+ 2.61%
$390.26 - $489.06 $5.46K - $6.85K
550 $223M
ABBV
Abb Vie Inc.

Healthcare
33
+ 1.44%
$170.16 - $206.27 $5.62K - $6.81K
2.33K $431M
AAPL
Apple Inc.

Technology
844
+ 5.34%
$172.42 - $223.89 $146K - $189K
16.6K $3.42B
Activity Summary
Buys All Purchases 81 New Holdings 16 Increased Positions 65 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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