M3 Advisory Group, LLC
Q4 2024 13F Holdings
- Locationneedham heights, MA
- Num holdings
145
- Value ($000)
$139,673
- Date Filed01/21/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $11.20M | 8 % | 57,198 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $7.24M | 5 % | 14,164 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $7.13M | 5 % | 24,592 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $6.61M | 5 % | 16,114 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $4.75M | 3 % | 8,069 | ||
AAPL APPLE INC | COM | 037833100 | $4.39M | 3 % | 17,525 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $4.21M | 3 % | 7,816 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $4.20M | 3 % | 31,290 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $3.79M | 3 % | 20,031 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $3.49M | 3 % | 5,954 |
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