M3 Advisory Group, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    needham heights, MA
  • CIK
    0002014826
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

136

$126.55 M
VIG, NDQ, VTI, VUG
13F-HR
Apr 22, 2025
000195175725000419

145

$139.67 M
VIG, NDQ, VTI, VUG
13F-HR
Jan 21, 2025
000195175725000083

152

$136.16 M
VIG, NDQ, VTI, VUG
13F-HR
Oct 17, 2024
000195175724001062

130

$121.46 M
VIG, NDQ, VTI, VUG
13F-HR
Jul 22, 2024
000195175724000568

132

$110.35 M
VIG, NDQ, VTI, VUG
13F-HR
Apr 29, 2024
000195175724000404

103

$85.40 M
VIG, NDQ, VTI, VUG
13F-HR
Mar 19, 2024
000195175724000263
M3 Advisory Group, Llc 13F Filings