M3 Advisory Group, LLC
- SEC CIK
- 0002014826
- Latest filing
- Jul 24, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Mar 19, 2024. Long positions only.
- Positions
- 103
- No filing for Q3 2023
- Portfolio value
- $85.4M
- No filing for Q3 2023
M3 Advisory Group, LLC did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 20,664 | $4.90M | 5.7% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,489 | $5.11M | 6.0% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 49,183 | $8.38M | 9.8% | – | – | – |