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Portfolio (Quarterly) Guide ↗

M3 Advisory Group, LLC

· CIK 0002014826
13F Portfolio $193M AUM 156 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 26 New 79 Added 28 Reduced 12 Exited
Page 4 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SLV ISHARES SILVER TR Financial Services 5,893.0 $315K 0.16% +890.0 +17.8% $53.47 +12.2%
62 PM PHILIP MORRIS INTL INC Consumer Defensive 1,739.0 $315K 0.16% +33.0 +1.9% $180.91 +6.1%
63 MAR MARRIOTT INTL INC NEW Consumer Cyclical 844.0 $313K 0.16% +29.0 +3.6% $370.54 -5.3%
64 BUI BLACKROCK UTILS INFRASTRUCTU Financial Services 10,699.0 $310K 0.16% +307.0 +3.0% $29.01 -7.3%
65 QUAL ISHARES TR 1,344.0 $295K 0.15% +108.0 +8.7% $219.48 +1.9%
66 VGT VANGUARD WORLD FD 2,434.0 $291K 0.15% +2K +736.4% $119.51 +0.5%
67 DIVB ISHARES TR 4,715.0 $290K 0.15% +251.0 +5.6% $61.60 +12.2%
68 MRK MERCK & CO INC Healthcare 2,194.0 $282K 0.15% +220.0 +11.1% $128.49 +15.4%
69 BA BOEING CO Industrials 1,274.0 $276K 0.14% +65.0 +5.4% $216.47 -3.1%
70 TJX TJX COS INC NEW Consumer Cyclical 1,817.0 $275K 0.14% +35.0 +2.0% $151.52 -10.8%
71 IBM INTERNATIONAL BUSINESS MACHS Technology 970.0 $273K 0.14% +52.0 +5.7% $281.12 -16.2%
72 HD HOME DEPOT INC Consumer Cyclical 760.0 $268K 0.14% +46.0 +6.4% $352.67 -6.4%
73 AMGN AMGEN INC Healthcare 735.0 $266K 0.14% +37.0 +5.3% $362.28 +19.4%
74 MA MASTERCARD INCORPORATED Financial Services 495.0 $254K 0.13% +39.0 +8.6% $513.18 +16.0%
75 BOTZ GLOBAL X FDS 6,646.0 $252K 0.13% +311.0 +4.9% $37.94 -5.8%
76 APOS APOLLO GLOBAL MGMT INC 2,062.0 $244K 0.13% +65.0 +3.2% $118.31
77 LMT LOCKHEED MARTIN CORP Industrials 464.0 $236K 0.12% +34.0 +7.9% $509.46 +10.7%
78 VCSH VANGUARD SCOTTSDALE FDS 2,648.0 $209K 0.11% +126.0 +5.0% $79.03 -0.7%
79 EDF VIRTUS STONE HBR EMRG MKTS I Financial Services 16,219.0 $91K 0.05% +1K +7.4% $5.58 -5.9%
Page 4 of 4  ·  79 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.3%
Financial Services 31.3%
Communication Services 9.6%
Consumer Cyclical 9.1%
Healthcare 4.7%
Consumer Defensive 3.6%
Industrials 3.4%
Energy 1.7%
Basic Materials 1.0%
Utilities 0.5%