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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 3 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SHY ISHARES TR 11,369.0 $934K 0.48% $82.11 -0.3%
42 BAC BANK OF AMER CORP Financial Services 16,005.0 $912K 0.47% +640.0 +4.2% $56.98 +9.4%
43 XLU SELECT SECTOR SPDR TR 18,829.0 $854K 0.44% +1K +6.7% $45.34 -5.8%
44 NOBL PROSHARES TR 14,233.0 $799K 0.41% +8K +114.2% $56.16 +3.9%
45 VTWO VANGUARD SCOTTSDALE FDS 6,466.0 $785K 0.41% +86.0 +1.4% $121.42 -1.5%
46 JNJ JOHNSON & JOHNSON Healthcare 3,038.0 $771K 0.40% +169.0 +5.9% $253.95 +5.5%
47 DIVZ ELEVATION SERIES TRUST 20,355.0 $761K 0.40% +1K +6.2% $37.38 +2.9%
48 SMH VANECK ETF TRUST 1,154.0 $757K 0.39% +52.0 +4.7% $655.87 -15.7%
49 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 795.0 $743K 0.39% -36.0 -4.3% $935.14 +1.1%
50 BX BLACKSTONE INC Financial Services 6,174.0 $726K 0.38% +194.0 +3.2% $117.66 +21.0%
51 PANW PALO ALTO NETWORKS INC Technology 2,098.0 $715K 0.37% +314.0 +17.6% $341.02 +9.0%
52 META META PLATFORMS INC Communication Services 1,266.0 $713K 0.37% -83.0 -6.2% $563.19 +2.6%
53 AMD ADVANCED MICRO DEVICES INC Technology 1,181.0 $686K 0.36% +22.0 +1.9% $580.91 -19.9%
54 CRWD CROWDSTRIKE HLDGS INC Technology 896.0 $684K 0.35% +9.0 +1.0% $190.76 +14.5%
55 WMT WALMART INC Consumer Defensive 5,990.0 $678K 0.35% $113.25 -9.0%
56 BERKSHIRE HATHAWAY INC DEL 1,354.0 $678K 0.35% +86.0 +6.8% $500.44
57 ABBV ABBVIE INC Healthcare 2,613.0 $657K 0.34% +155.0 +6.3% $251.62 +1.5%
58 VWO VANGUARD INTL EQUITY INDEX F 10,155.0 $606K 0.31% -123.0 -1.2% $59.69 +1.8%
59 BKNG BOOKING HOLDINGS INC Consumer Cyclical 3,363.0 $599K 0.31% +3K +2507.0% $178.22 +15.4%
60 CSCO CISCO SYS INC Technology 5,089.0 $598K 0.31% +570.0 +12.6% $117.45 -6.4%
Page 3 of 8  ·  156 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%