M3 Advisory Group, LLC Purchases in Q3 2025

M3 Advisory Group, LLC

  • $160 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PEP
Pepsico Inc

Consumer Defensive
371
+ 24.06%
$133.81 - $152.16 $49.6K - $56.5K
1.91K $269M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
48
+ 4.85%
$275.84 - $326.36 $13.2K - $15.7K
1.04K $338M
GE
General Electric CO

Industrials
16
+ 1.25%
$244.75 - $305.63 $3.92K - $4.89K
1.3K $391M
Elevation Series Trust
1.01K
+ 5.83%
N/A
18.3K $667M
RTX
Raytheon Technologies Corp

Industrials
25
+ 0.95%
$144.19 - $167.33 $3.6K - $4.18K
2.66K $444M
LLY
Eli Lilly & CO

Healthcare
88
+ 13.84%
$625.65 - $812.69 $55.1K - $71.5K
724 $552M
XLU
Utilities Sector Spdr

ETFs
74
+ 0.86%
$81.14 - $87.32 $6K - $6.46K
8.67K $756M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
386
+ 6.33%
$101.12 - $106.18 $39K - $41K
6.48K $668M
PSX
Phillips 66

Energy
81
+ 3.37%
$118.37 - $139.46 $9.59K - $11.3K
2.49K $338M
WMT
Walmart Inc.

Consumer Defensive
158
+ 2.43%
$94.4 - $104.27 $14.9K - $16.5K
6.66K $686M
HD
Home Depot, Inc.

Consumer Cyclical
45
+ 6.54%
$357.4 - $423.42 $16.1K - $19.1K
733 $297M
VTV
Vanguard Value ETF

ETFs
9
+ 0.21%
$175.51 - $186.57 $1.58K - $1.68K
4.37K $814M
XLB
Select Sector Spdr Fd Material

ETFs
208
+ 1.48%
$86.72 - $92.61 $18K - $19.3K
14.2K $1.28B
VXF
Vanguard Extended Market ETF

ETFs
6
+ 0.24%
$193.58 - $213.07 $1.16K - $1.28K
2.52K $527M
CASY
Caseys General Stores Inc

Consumer Cyclical
24
+ 4.76%
$494.52 - $565.32 $11.9K - $13.6K
528 $299M
META
Meta Platforms, Inc.

Communication Services
58
+ 4.39%
$695.21 - $791.73 $40.3K - $45.9K
1.38K $1.01B
F
Ford Motor CO

Consumer Cyclical
23
+ 0.07%
$10.82 - $12.09 $249 - $278
32.7K $391M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3
+ 0.23%
$339.37 - $366.46 $1.02K - $1.1K
1.34K $488M
UBER
Uber Technologies, Inc

Technology
99
+ 1.9%
$86.91 - $99.57 $8.6K - $9.86K
5.3K $519M
VCR
Vanguard Consumer Discretionar

ETFs
20
+ 2.79%
$359.61 - $401.35 $7.19K - $8.03K
738 $292M
ROBO
Robo Global Robotics And Autom

ETFs
173
+ 4.87%
$59.49 - $67.23 $10.3K - $11.6K
3.73K $244M
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.04%
$108.97 - $121.65 $109 - $122
2.78K $335M
MLPA
Global X Mlp ETF

ETFs
863
+ 10.06%
$48.25 - $51.56 $41.6K - $44.5K
9.44K $457M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
173
+ 2.53%
$55.15 - $58.11 $9.54K - $10.1K
7K $402M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
46
+ 1.24%
$87.69 - $96.0 $4.03K - $4.42K
3.75K $354M
VV
Vanguard Large Cap ETF

ETFs
3
+ 0.32%
$285.05 - $309.14 $855 - $927
937 $288M
IWV
Ishares Russell 3000 ETF

ETFs
2
+ 0.27%
$351.04 - $379.81 $702 - $760
740 $280M
AMGN
Amgen Inc

Healthcare
65
+ 7.82%
$271.18 - $309.22 $17.6K - $20.1K
896 $253M
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
75
+ 1.94%
$80.2 - $87.65 $6.02K - $6.57K
3.95K $331M
MNST
Monster Beverage Corp

Consumer Defensive
55
+ 1.68%
$58.65 - $67.31 $3.23K - $3.7K
3.33K $224M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
15
+ 0.41%
$136.48 - $142.97 $2.05K - $2.14K
3.64K $510M
IEF
Ishares Barclays

ETFs
125
+ 2.07%
$93.91 - $97.26 $11.7K - $12.2K
6.16K $594M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
117
+ 2.86%
$49.55 - $52.25 $5.8K - $6.11K
4.21K $220M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.03%
$62.09 - $66.51 $62.1 - $66.5
3.71K $242M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
120
+ 1.07%
$82.38 - $83.0 $9.89K - $9.96K
11.4K $943M
LQD
Ishares Iboxx $ Investment Gra

ETFs
16
+ 0.32%
$107.66 - $112.36 $1.72K - $1.8K
4.99K $557M
AXP
American Express CO

Financial Services
2
+ 0.29%
$294.27 - $342.31 $589 - $685
703 $234M
XLI
Industrial Sector Spdr

ETFs
1
+ 0.07%
$147.94 - $154.99 $148 - $155
1.46K $225M
BA
Boeing CO

Industrials
10
+ 0.84%
$209.79 - $237.38 $2.1K - $2.37K
1.2K $260M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
165
+ 2.61%
$39.58 - $40.74 $6.53K - $6.72K
6.48K $263M
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
149
+ 1.54%
$25.57 - $27.37 $3.81K - $4.08K
9.84K $257M
Linde PLC
6
+ 0.83%
N/A
727 $345M
CSCO
Cisco Systems, Inc.

Technology
117
+ 2.71%
$66.2 - $71.79 $7.75K - $8.4K
4.43K $303M
EDF
Stone Harbor Emerging Markets Income Fund

Financial Services
532
+ 3.74%
$4.93 - $5.18 $2.62K - $2.76K
14.7K $74.4M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
20
+ 0.21%
$23.09 - $23.43 $462 - $469
9.33K $218M
PANW
Palo Alto Networks Inc

Technology
13
+ 0.73%
$167.06 - $208.19 $2.17K - $2.71K
1.79K $364M
IBHE
Ishares Ibonds 2025 Term High

ETFs
14
+ 0.13%
$23.14 - $23.23 $324 - $325
10.5K $245M
APO
Apollo Global Management, Inc.

Financial Services
36
+ 1.86%
$131.55 - $156.05 $4.74K - $5.62K
1.97K $263M
KR
Kroger CO

Consumer Defensive
42
+ 1.09%
$64.52 - $74.35 $2.71K - $3.12K
3.91K $263M
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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