M3 Advisory Group, LLC Incresed Positions in Q1 2025

M3 Advisory Group, LLC

  • $127 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
2.63K
+ 4.59%
N/A
59.8K $11.6B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.02K
+ 13.05%
$507.05 - $563.67 $517K - $575K
8.84K $4.54B
XLE
Energy Sector Spdr

ETFs
167
+ 0.42%
$85.7 - $93.96 $14.3K - $15.7K
39.8K $3.72B
VTV
Vanguard Value ETF

ETFs
846
+ 33.41%
$167.73 - $179.21 $142K - $152K
3.38K $584M
VEA
Vanguard Ftse Developed Market

ETFs
57
+ 0.14%
$47.4 - $52.99 $2.7K - $3.02K
42K $2.13B
JNJ
Johnson & Johnson

Healthcare
444
+ 20.68%
$142.06 - $167.7 $63.1K - $74.5K
2.59K $430M
MGK
Vanguard Mega Cap Growth ETF

ETFs
577
+ 33.53%
$307.43 - $357.48 $177K - $206K
2.3K $710M
XLV
Select Sector Spdr Fund Health

ETFs
18
+ 0.15%
$137.61 - $149.68 $2.48K - $2.69K
12.2K $1.78B
XOM
Exxon Mobil Corp

Energy
617
+ 27.37%
$105.44 - $118.93 $65.1K - $73.4K
2.87K $341M
XLF
Financial Sector Spdr

ETFs
297
+ 0.54%
$47.32 - $52.19 $14.1K - $15.5K
55.3K $2.76B
LLY
Eli Lilly & CO

Healthcare
46
+ 8.21%
$725.72 - $929.72 $33.4K - $42.8K
606 $501M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
122
+ 0.77%
$58.01 - $64.46 $7.08K - $7.86K
16K $993M
RTX
Raytheon Technologies Corp

Industrials
118
+ 4.83%
$114.1 - $135.66 $13.5K - $16K
2.56K $339M
AZO
Autozone Inc

Consumer Cyclical
1
+ 1.22%
$3193.96 - $3828.11 $3.19K - $3.83K
83 $316M
DIVZ
Listed Fds Tr Trueshares Low V

ETFs
594
+ 3.67%
$31.61 - $34.2 $18.8K - $20.3K
16.8K $570M
Linde PLC
36
+ 5.29%
N/A
717 $334M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
233
+ 4.08%
$97.38 - $104.52 $22.7K - $24.4K
5.94K $607M
JPM
Jpmorgan Chase & CO

Financial Services
37
+ 1.0%
$225.19 - $279.95 $8.33K - $10.4K
3.74K $917M
PSX
Phillips 66

Energy
61
+ 2.63%
$113.93 - $131.55 $6.95K - $8.02K
2.38K $294M
XLB
Select Sector Spdr Fd Material

ETFs
29
+ 0.2%
$83.19 - $90.99 $2.41K - $2.64K
14.2K $1.22B
CHD
Church & Dwight CO Inc

Consumer Defensive
125
+ 5.36%
$101.42 - $113.2 $12.7K - $14.2K
2.46K $270M
VONV
Vanguard Russell 1000 Value Et

ETFs
3
+ 0.02%
$80.21 - $86.14 $241 - $258
19.4K $1.61B
WFC
Wells Fargo & Company

Financial Services
200
+ 3.25%
$66.78 - $81.42 $13.4K - $16.3K
6.35K $456M
CL
Colgate Palmolive CO

Consumer Defensive
135
+ 4.25%
$85.68 - $97.5 $11.6K - $13.2K
3.31K $310M
LQD
Ishares Iboxx $ Investment Gra

ETFs
112
+ 2.3%
$105.1 - $109.61 $11.8K - $12.3K
4.98K $541M
CWB
Spdr Bloomberg Convertible Sec

ETFs
366
+ 3.76%
$75.99 - $81.58 $27.8K - $29.9K
10.1K $774M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
33
+ 0.34%
$42.5 - $46.71 $1.4K - $1.54K
9.64K $436M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
135
+ 2.24%
$38.99 - $40.37 $5.26K - $5.45K
6.17K $248M
MGV
Vanguard Mega Cap Value

ETFs
2
+ 0.1%
$123.61 - $133.01 $247 - $266
1.95K $251M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
176
+ 1.07%
$49.78 - $53.19 $8.76K - $9.36K
16.6K $849M
GS
Goldman Sachs Group Inc

Financial Services
37
+ 6.58%
$524.81 - $672.19 $19.4K - $24.9K
599 $327M
IVW
Ishares S&P 500 Growth ETF

ETFs
278
+ 11.12%
$92.45 - $106.69 $25.7K - $29.7K
2.78K $258M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
187
+ 2.95%
$53.6 - $58.97 $10K - $11K
6.52K $357M
MSCI
Msci Inc.

Financial Services
22
+ 5.8%
$541.46 - $628.34 $11.9K - $13.8K
401 $227M
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
169
+ 1.81%
$22.2 - $23.74 $3.75K - $4.01K
9.53K $216M
BAC
Bank Of America Corp

Financial Services
485
+ 3.51%
$39.61 - $47.74 $19.2K - $23.2K
14.3K $596M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
36
+ 0.98%
$57.21 - $65.8 $2.06K - $2.37K
3.7K $216M
FNX
First Tr Mid Cap Core Alphadex

ETFs
4
+ 0.2%
$105.28 - $121.93 $421 - $488
1.97K $215M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
34
+ 1.21%
$102.49 - $119.96 $3.48K - $4.08K
2.85K $298M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
18
+ 1.83%
$211.47 - $267.17 $3.81K - $4.81K
1K $212M
VXF
Vanguard Extended Market ETF

ETFs
23
+ 1.16%
$170.36 - $201.04 $3.92K - $4.62K
2K $345M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.12%
$360.07 - $417.26 $360 - $417
822 $297M
VB
Vanguard Small Cap ETF

ETFs
156
+ 4.23%
$217.89 - $252.64 $34K - $39.4K
3.84K $852M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
18
+ 1.24%
$522.96 - $601.18 $9.41K - $10.8K
1.47K $784M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
210
+ 1.6%
N/A
13.3K $1.17B
VTWO
Vanguard Russell 2000 ETF

ETFs
38
+ 0.61%
$80.08 - $92.93 $3.04K - $3.53K
6.3K $508M
APO
Apollo Global Management, Inc.

Financial Services
6
+ 0.31%
$126.01 - $172.06 $756 - $1.03K
1.94K $266M
DELL
Dell Technologies Inc.

Technology
60
+ 1.5%
$90.34 - $124.66 $5.42K - $7.48K
4.05K $369M
SPY
Spdr S&P 500 ETF Trust

ETFs
63
+ 1.06%
$551.42 - $612.93 $34.7K - $38.6K
6.02K $3.37B
Activity Summary
Buys All Purchases 62 New Holdings 6 Increased Positions 56 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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