M3 Advisory Group, LLC
Q1 2025 13F Holdings
- Locationneedham heights, MA
- Num holdings
136
- Value ($000)
$126,549
- Date Filed04/22/2025
- Form type13F-HR
- CIK0002014826
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $11.61M | 9 % | 59,823 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $6.85M | 5 % | 14,601 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $6.80M | 5 % | 24,725 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $5.91M | 5 % | 15,926 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $4.57M | 4 % | 8,124 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $4.54M | 4 % | 8,836 | ||
XLE SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | $3.72M | 3 % | 39,791 | ||
AAPL APPLE INC | COM | 037833100 | $3.51M | 3 % | 15,804 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $3.37M | 3 % | 6,017 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $3.23M | 3 % | 29,800 |
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