M3 Advisory Group, LLC
Q2 2025 13F Holdings
- Locationneedham heights, MA
- Num holdings
149
- Value ($000)
$144,530
- Date Filed07/25/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $12.47M | 9 % | 60,938 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $7.87M | 5 % | 14,263 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $7.72M | 5 % | 25,411 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $7.29M | 5 % | 16,632 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $5.54M | 4 % | 9,757 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $5.10M | 4 % | 8,222 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $5.04M | 4 % | 31,888 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $3.76M | 3 % | 6,087 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $3.55M | 3 % | 20,134 | ||
AAPL APPLE INC | COM | 037833100 | $3.42M | 2 % | 16,648 |
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