M3 Advisory Group, LLC Reduced Holdings in Q3 2025

M3 Advisory Group, LLC

  • $160 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FISV
Fiserv Inc

Technology
-568
- 26.7%
N/A
1.56K $201M
PG
Procter & Gamble CO

Consumer Defensive
-431
- 13.76%
$150.47 - $161.22 $64.9K - $69.5K
2.7K $415M
INTU
Intuit Inc

Technology
-2
- 0.31%
$646.03 - $807.39 $1.29K - $1.61K
647 $442M
CL
Colgate Palmolive CO

Consumer Defensive
-127
- 4.23%
$79.36 - $93.33 $10.1K - $11.9K
2.87K $230M
PAYX
Paychex Inc

Industrials
-2
- 0.09%
$126.69 - $147.99 $253 - $296
2.11K $267M
ICE
Intercontinental Exchange, Inc.

Financial Services
-7
- 0.36%
$167.28 - $188.45 $1.17K - $1.32K
1.96K $331M
ABT
Abbott Laboratories

Healthcare
-186
- 10.01%
$120.51 - $136.62 $22.4K - $25.4K
1.67K $224M
V
Visa Inc.

Financial Services
-32
- 2.5%
$332.09 - $358.86 $10.6K - $11.5K
1.25K $426M
ABC
Amerisourcebergen Corp

Healthcare
-144
- 10.6%
N/A
1.22K $380M
CHKP
Check Point Software Technologies LTD

Technology
-40
- 3.55%
$180.73 - $231.23 $7.23K - $9.25K
1.09K $225M
ADP
Automatic Data Processing Inc

Industrials
-1
- 0.09%
$288.69 - $310.94 $289 - $311
1.09K $321M
IBM
International Business Machines Corp

Technology
-13
- 1.48%
$234.77 - $292.47 $3.05K - $3.8K
867 $245M
MSCI
Msci Inc.

Financial Services
-17
- 4.37%
$526.48 - $588.0 $8.95K - $10K
372 $211M
MAR
Marriott International Inc

Consumer Cyclical
-1
- 0.12%
$255.35 - $282.87 $255 - $283
808 $210M
MA
Mastercard Inc

Financial Services
-10
- 2.43%
$550.18 - $598.96 $5.5K - $5.99K
402 $228M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-50
- 5.45%
$435.72 - $463.74 $21.8K - $23.2K
867 $402M
MTD
Mettler Toledo International Inc

Healthcare
-5
- 2.79%
$1166.48 - $1324.06 $5.83K - $6.62K
174 $213M
MGV
Vanguard Mega Cap Value

ETFs
-55
- 2.45%
$129.46 - $137.85 $7.12K - $7.58K
2.19K $301M
IYJ
Ishares Tr

ETFs
-36
- 0.98%
$142.42 - $148.18 $5.13K - $5.33K
3.63K $529M
MCK
Mckesson Corp

Healthcare
-8
- 2.24%
$659.01 - $772.54 $5.27K - $6.18K
349 $270M
ROL
Rollins Inc

Consumer Cyclical
-7
- 0.14%
$55.05 - $58.74 $385 - $411
4.95K $291M
OLN
Olin Corp

Basic Materials
-2.06K
- 16.02%
$18.23 - $26.93 $37.6K - $55.6K
10.8K $270M
VGT
Vanguard Information Technolog

ETFs
-13
- 4.28%
$656.44 - $753.15 $8.53K - $9.79K
291 $217M
TSCO
Tractor Supply CO

Consumer Cyclical
-77
- 1.5%
$54.08 - $62.65 $4.16K - $4.82K
5.07K $288M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-11
- 0.57%
$115.08 - $126.88 $1.27K - $1.4K
1.93K $242M
GS
Goldman Sachs Group Inc

Financial Services
-37
- 6.49%
$696.56 - $806.32 $25.8K - $29.8K
533 $424M
WFC
Wells Fargo & Company

Financial Services
-17
- 0.27%
$77.05 - $85.16 $1.31K - $1.45K
6.37K $534M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-30
- 1.05%
$108.46 - $120.63 $3.25K - $3.62K
2.82K $335M
VEA
Vanguard Ftse Developed Market

ETFs
-1.36K
- 3.23%
$56.02 - $60.3 $76.1K - $81.9K
40.7K $2.44B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-32
- 0.31%
$49.43 - $54.52 $1.58K - $1.74K
10.2K $554M
VONV
Vanguard Russell 1000 Value Et

ETFs
-36
- 0.19%
$84.55 - $89.54 $3.04K - $3.22K
19.4K $1.73B
IYW
Ishares Dj Us Tech ETF

ETFs
-74
- 1.04%
$171.38 - $197.01 $12.7K - $14.6K
7.02K $1.37B
AAPL
Apple Inc.

Technology
-298
- 1.79%
$202.38 - $256.87 $60.3K - $76.5K
16.4K $4.16B
Activity Summary
Buys All Purchases 106 New Holdings 10 Increased Positions 96 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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