M3 Advisory Group, LLC Incresed Positions in Q4 2025

M3 Advisory Group, LLC

  • $164 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.17K
+ 40.34%
$600.51 - $631.95 $2.5M - $2.63M
14.5K $9.09B
AAPL
Apple Inc.

Technology
556
+ 3.4%
$245.27 - $275.25 $136K - $153K
16.9K $4.6B
LLY
Eli Lilly & CO

Healthcare
87
+ 12.02%
$799.57 - $1025.28 $69.6K - $89.2K
811 $872M
VIG
Vanguard Dividend Appreciation

ETFs
263
+ 0.42%
N/A
62.8K $13.8B
GOOG
Alphabet Inc.

Communication Services
145
+ 3.99%
$237.49 - $291.74 $34.4K - $42.3K
3.78K $1.19B
IVV
Ishares Core S&P 500 ETF

ETFs
155
+ 1.88%
$656.2 - $690.71 $102K - $107K
8.38K $5.74B
XLV
Select Sector Spdr Fund Health

ETFs
176
+ 1.48%
$141.95 - $152.82 $25K - $26.9K
12K $1.87B
QQQ
Invesco Qqq Trust, Series 1

ETFs
12
+ 0.08%
$589.5 - $635.77 $7.07K - $7.63K
14.3K $8.79B
AMZN
Amazon Com Inc

Consumer Cyclical
411
+ 4.2%
$213.04 - $254.0 $87.6K - $104K
10.2K $2.35B
VTI
Vanguard Total Stock Market Et

ETFs
42
+ 0.16%
$321.8 - $337.95 $13.5K - $14.2K
25.6K $8.59B
SPY
Spdr S&P 500 ETF Trust

ETFs
61
+ 0.97%
$653.02 - $687.39 $39.8K - $41.9K
6.33K $4.31B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.1K
+ 5.88%
$72.17 - $75.74 $79K - $82.9K
19.7K $1.49B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
527
+ 3.63%
N/A
15K $1.56B
AVGO
Broadcom Inc.

Technology
65
+ 1.11%
$324.63 - $385.98 $21.1K - $25.1K
5.94K $2.06B
TSLA
Tesla, Inc.

Consumer Cyclical
209
+ 5.02%
$401.99 - $468.37 $84K - $97.9K
4.37K $1.97B
SLV
I Shares Silver Trust

ETFs
31
+ 0.62%
$42.4 - $49.17 $1.31K - $1.52K
5K $322M
VEA
Vanguard Ftse Developed Market

ETFs
68
+ 0.17%
$59.18 - $62.09 $4.02K - $4.22K
40.8K $2.55B
NVDA
Nvidia Corp

Technology
554
+ 1.68%
$179.83 - $207.04 $99.6K - $115K
33.6K $6.26B
XLK
Technology Sector Spdr

ETFs
8.81K
+ 104.04%
$278.39 - $304.13 $2.45M - $2.68M
17.3K $2.49B
XLF
Financial Sector Spdr

ETFs
727
+ 1.3%
$51.76 - $53.77 $37.6K - $39.1K
56.5K $3.09B
GLD
Spdr Gold Trust

ETFs
146
+ 20.98%
$354.79 - $403.15 $51.8K - $58.9K
842 $334M
VB
Vanguard Small Cap ETF

ETFs
261
+ 5.86%
$248.1 - $260.08 $64.8K - $67.9K
4.72K $1.22B
JNJ
Johnson & Johnson

Healthcare
67
+ 2.39%
$185.98 - $199.58 $12.5K - $13.4K
2.87K $594M
WFC
Wells Fargo & Company

Financial Services
91
+ 1.43%
$77.62 - $87.3 $7.06K - $7.94K
6.46K $602M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
737
+ 4.38%
$54.27 - $56.85 $40K - $41.9K
17.6K $998M
BAC
Bank Of America Corp

Financial Services
133
+ 0.87%
$48.65 - $54.11 $6.47K - $7.2K
15.4K $845M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
65
+ 6.27%
$325.34 - $368.61 $21.1K - $24K
1.1K $397M
XLB
Select Sector Spdr Fd Material

ETFs
15.2K
+ 106.54%
$84.72 - $89.9 $1.29M - $1.36M
29.4K $1.33B
VONV
Vanguard Russell 1000 Value Et

ETFs
2
+ 0.01%
$87.55 - $91.32 $175 - $183
19.4K $1.79B
SCHV
Schwab Strategic Tr Us Large C

ETFs
264
+ 0.28%
$28.46 - $29.45 $7.51K - $7.77K
93.5K $2.77B
XLE
Energy Sector Spdr

ETFs
41.3K
+ 102.72%
$85.22 - $92.02 $3.52M - $3.8M
81.5K $3.64B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
26
+ 1.27%
$101.39 - $114.39 $2.64K - $2.97K
2.07K $252M
CSCO
Cisco Systems, Inc.

Technology
90
+ 2.03%
$67.46 - $78.0 $6.07K - $7.02K
4.52K $348M
JPM
Jpmorgan Chase & CO

Financial Services
55
+ 1.37%
$294.11 - $320.41 $16.2K - $17.6K
4.08K $1.31B
MAR
Marriott International Inc

Consumer Cyclical
7
+ 0.87%
$259.04 - $291.9 $1.81K - $2.04K
815 $253M
F
Ford Motor CO

Consumer Cyclical
154
+ 0.47%
$11.41 - $13.84 $1.76K - $2.13K
32.8K $431M
MGK
Vanguard Mega Cap Growth ETF

ETFs
10
+ 0.3%
$394.96 - $425.89 $3.95K - $4.26K
3.39K $1.4B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
41
+ 2.66%
$577.77 - $604.78 $23.7K - $24.8K
1.58K $954M
XOM
Exxon Mobil Corp

Energy
72
+ 2.02%
$110.64 - $119.78 $7.97K - $8.62K
3.64K $438M
V
Visa Inc.

Financial Services
61
+ 4.88%
$325.75 - $352.42 $19.9K - $21.5K
1.31K $460M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
233
+ 3.33%
$55.63 - $58.98 $13K - $13.7K
7.24K $435M
MA
Mastercard Inc

Financial Services
54
+ 13.43%
$536.85 - $580.45 $29K - $31.3K
456 $260M
Elevation Series Trust
844
+ 4.6%
N/A
19.2K $697M
ROBO
Robo Global Robotics And Autom

ETFs
193
+ 5.18%
$65.31 - $70.26 $12.6K - $13.6K
3.92K $272M
IBM
International Business Machines Corp

Technology
51
+ 5.88%
$275.97 - $314.98 $14.1K - $16.1K
918 $272M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
69
+ 3.58%
$309.99 - $353.65 $21.4K - $24.4K
2K $643M
AXP
American Express CO

Financial Services
1
+ 0.14%
$316.26 - $372.77 $316 - $373
704 $260M
VTV
Vanguard Value ETF

ETFs
35
+ 0.8%
$182.87 - $189.72 $6.4K - $6.64K
4.4K $841M
APO
Apollo Global Management, Inc.

Financial Services
24
+ 1.22%
$118.22 - $133.75 $2.84K - $3.21K
2K $289M
Activity Summary
Buys All Purchases 91 New Holdings 6 Increased Positions 85 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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