M3 Advisory Group, LLC Incresed Positions in Q3 2024

M3 Advisory Group, LLC

  • $136 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
101
+ 6.73%
$238.42 - $276.53 $24.1K - $27.9K
1.6K $438M
ADP
Automatic Data Processing Inc

Industrials
34
+ 3.03%
$233.44 - $279.45 $7.94K - $9.5K
1.16K $320M
PAYX
Paychex Inc

Industrials
109
+ 5.23%
$116.17 - $135.19 $12.7K - $14.7K
2.19K $294M
JPM
Jpmorgan Chase & CO

Financial Services
70
+ 1.87%
$194.9 - $224.8 $13.6K - $15.7K
3.81K $804M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
169
+ 1.78%
$41.9 - $48.26 $7.08K - $8.16K
9.67K $463M
CLX
Clorox CO

Consumer Defensive
12
+ 0.73%
$131.73 - $166.97 $1.58K - $2K
1.65K $269M
INTU
Intuit Inc

Technology
117
+ 15.5%
$602.97 - $670.49 $70.5K - $78.4K
872 $541M
KR
Kroger CO

Consumer Defensive
226
+ 5.57%
$50.43 - $57.3 $11.4K - $12.9K
4.29K $246M
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
234
+ 4.29%
$73.65 - $83.67 $17.2K - $19.6K
5.69K $469M
PG
Procter & Gamble CO

Consumer Defensive
89
+ 2.8%
$160.76 - $177.82 $14.3K - $15.8K
3.27K $566M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
115
+ 4.26%
$105.53 - $118.34 $12.1K - $13.6K
2.81K $329M
XOM
Exxon Mobil Corp

Energy
282
+ 13.75%
$109.72 - $119.0 $30.9K - $33.6K
2.33K $273M
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 1.65%
$3305.62 - $4268.05 $6.61K - $8.54K
123 $517M
PEP
Pepsico Inc

Consumer Defensive
153
+ 7.98%
$161.9 - $179.3 $24.8K - $27.4K
2.07K $352M
ABC
Amerisourcebergen Corp

Healthcare
158
+ 9.46%
N/A
1.83K $412M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
92
+ 2.51%
$85.03 - $94.56 $7.82K - $8.7K
3.75K $349M
Linde PLC
12
+ 1.6%
N/A
762 $363M
GS
Goldman Sachs Group Inc

Financial Services
21
+ 3.87%
$459.02 - $510.25 $9.64K - $10.7K
564 $279M
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
140
+ 1.54%
$22.14 - $24.83 $3.1K - $3.48K
9.21K $229M
ROL
Rollins Inc

Consumer Cyclical
367
+ 7.44%
$45.93 - $51.4 $16.9K - $18.9K
5.3K $268M
VCR
Vanguard Consumer Discretionar

ETFs
18
+ 2.49%
$291.88 - $341.94 $5.25K - $6.15K
740 $252M
TSCO
Tractor Supply CO

Consumer Cyclical
7
+ 0.64%
$251.95 - $290.93 $1.76K - $2.04K
1.1K $321M
MGV
Vanguard Mega Cap Value

ETFs
30
+ 1.54%
$118.0 - $128.28 $3.54K - $3.85K
1.98K $254M
FNX
First Tr Mid Cap Core Alphadex

ETFs
13
+ 0.67%
$106.85 - $117.19 $1.39K - $1.52K
1.96K $230M
ADBE
Adobe Inc.

Technology
68
+ 14.02%
$508.13 - $586.55 $34.6K - $39.9K
553 $286M
XLE
Energy Sector Spdr

ETFs
1.63K
+ 4.3%
$84.35 - $93.39 $137K - $152K
39.4K $3.46B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
17
+ 0.47%
$57.32 - $62.65 $974 - $1.07K
3.67K $228M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1
+ 0.06%
$113.45 - $126.18 $113 - $126
1.7K $214M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1
+ 0.08%
$162.64 - $179.3 $163 - $179
1.24K $221M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
15
+ 0.27%
$39.37 - $41.68 $591 - $625
5.52K $228M
IVW
Ishares S&P 500 Growth ETF

ETFs
13
+ 0.51%
$84.77 - $97.13 $1.1K - $1.26K
2.55K $244M
PANW
Palo Alto Networks Inc

Technology
13
+ 1.5%
$294.18 - $368.01 $3.82K - $4.78K
878 $300M
BAC
Bank Of America Corp

Financial Services
160
+ 1.18%
$36.65 - $44.13 $5.86K - $7.06K
13.8K $546M
EDF
Stone Harbor Emerging Markets Income Fund

Financial Services
734
+ 4.86%
$5.04 - $5.33 $3.7K - $3.91K
15.8K $82.9M
PSX
Phillips 66

Energy
176
+ 7.95%
$125.0 - $147.17 $22K - $25.9K
2.39K $314M
FDX
Fedex Corp

Industrials
46
+ 6.18%
$254.64 - $313.52 $11.7K - $14.4K
790 $216M
AMAT
Applied Materials Inc

Technology
179
+ 13.28%
$174.88 - $254.97 $31.3K - $45.6K
1.53K $309M
WFC
Wells Fargo & Company

Financial Services
28
+ 0.46%
$51.58 - $60.97 $1.44K - $1.71K
6.16K $348M
GOOG
Alphabet Inc.

Communication Services
335
+ 7.43%
$149.54 - $192.66 $50.1K - $64.5K
4.84K $810M
DELL
Dell Technologies Inc.

Technology
346
+ 9.73%
$87.89 - $145.97 $30.4K - $50.5K
3.9K $463M
NVO
Novo Nordisk A S

Healthcare
140
+ 4.92%
$119.07 - $145.42 $16.7K - $20.4K
2.98K $355M
CRWD
Crowd Strike Holdings, Inc.

Technology
170
+ 17.24%
$217.89 - $392.15 $37K - $66.7K
1.16K $324M
F
Ford Motor CO

Consumer Cyclical
168
+ 0.44%
$9.71 - $14.55 $1.63K - $2.44K
38.4K $406M
Activity Summary
Buys All Purchases 120 New Holdings 26 Increased Positions 94 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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