M3 Advisory Group, LLC Purchases and Sells in Q4 2025

M3 Advisory Group, LLC

$164 Billion
Q4 2025

Top Buys

Incresed Positions

85 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	4.17K + 40.34%	$600.51 - $631.95 $2.5M - $2.63M	14.5K $9.09B
AAPL	556 + 3.4%	$245.27 - $275.25 $136K - $153K	16.9K $4.6B
LLY	87 + 12.02%	$799.57 - $1025.28 $69.6K - $89.2K	811 $872M
VIG	263 + 0.42%	N/A	62.8K $13.8B
GOOG	145 + 3.99%	$237.49 - $291.74 $34.4K - $42.3K	3.78K $1.19B
IVV	155 + 1.88%	$656.2 - $690.71 $102K - $107K	8.38K $5.74B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMD	1.16K New	$164.01 - $264.33 $190K - $306K	1.16K $248M
STLD	1.44K New	N/A	1.44K $243M
CAT	396 New	$480.82 - $585.49 $190K - $232K	396 $227M
LMT	430 New	$452.1 - $514.24 $194K - $221K	430 $208M
MRK	1.97K New	$82.49 - $92.93 $163K - $183K	1.97K $208M
VCSH	2.52K New	$79.55 - $80.13 $201K - $202K	2.52K $201M

Top Sells

Reduced Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ORCL	-444 - 15.83%	$217.57 - $313.0 $96.6K - $139K	2.36K $460M
PG	-838 - 31.01%	$145.5 - $153.18 $122K - $128K	1.86K $267M
AZO	-18 - 22.78%	$3576.14 - $4253.71 $64.4K - $76.6K	61 $206M
META	-30 - 2.18%	$609.01 - $751.67 $18.3K - $22.6K	1.35K $891M
BX	-102 - 1.68%	$138.42 - $168.45 $14.1K - $17.2K	5.98K $922M
COST	-67 - 7.46%	$910.94 - $954.99 $61K - $64K	831 $716M

Activity Summary All Purchases 91 New Holdings 6 Increased Positions 85 All Sells 38 Reductions 38 Sold out 0 Calls 0 Puts 0

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