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Portfolio (Quarterly) Guide ↗

M3 Advisory Group, LLC

· CIK 0002014826
13F Portfolio $164M AUM 142 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 6 New 63 Added 34 Reduced 17 Exited
Page 4 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IEF ISHARES TR 5,147.0 $495K 0.30% -1K -16.4% $96.16 -2.5%
62 RTX RTX CORPORATION Industrials 2,637.0 $484K 0.29% -19.0 -0.7% $183.41 -4.7%
63 NFLX NETFLIX INC Communication Services 5,134.0 $481K 0.29% +5K +930.9% $93.76 -4.8%
64 ORCL ORACLE CORP Technology 2,361.0 $460K 0.28% -444.0 -15.8% $194.92 -2.6%
65 V VISA INC Financial Services 1,310.0 $460K 0.28% +61.0 +4.9% $350.80 -5.7%
66 MLPA GLOBAL X FDS 9,443.0 $457K 0.28% $48.41 +14.8%
67 XOM EXXON MOBIL CORP Energy 3,637.0 $438K 0.27% +72.0 +2.0% $120.34 +29.9%
68 UBER UBER TECHNOLOGIES INC Technology 5,343.0 $437K 0.27% +42.0 +0.8% $81.71 -8.7%
69 COWZ PACER FDS TR 7,235.0 $435K 0.27% +233.0 +3.3% $60.17 +5.3%
70 GS GOLDMAN SACHS GROUP INC Financial Services 493.0 $433K 0.26% -40.0 -7.5% $878.90 +12.4%
71 F FORD MTR CO Consumer Cyclical 32,819.0 $431K 0.26% $13.12 +4.2%
72 CRWD CROWDSTRIKE HLDGS INC Technology 887.0 $416K 0.25% -9.0 -1.0% $468.70 +38.3%
73 DIA SPDR DOW JONES INDL AVERAGE Financial Services 848.0 $408K 0.25% -19.0 -2.2% $480.73 +4.7%
74 GE GE AEROSPACE Industrials 1,310.0 $403K 0.25% +9.0 +0.7% $307.98 -2.0%
75 MU MICRON TECHNOLOGY INC Technology 1,403.0 $400K 0.24% +40.0 +2.9% $285.41 +167.0%
76 SMH VANECK ETF TRUST 1,102.0 $397K 0.24% +65.0 +6.3% $360.12 +57.6%
77 IWF ISHARES TR 822.0 $389K 0.24% $473.31 -73.7%
78 INTU INTUIT Technology 545.0 $361K 0.22% -102.0 -15.8% $662.46 -53.6%
79 IXUS ISHARES TR 4,263.0 $361K 0.22% +41.0 +1.0% $84.64 +12.4%
80 XTN SPDR SERIES TRUST 3,940.0 $360K 0.22% $91.37 +15.4%
Page 4 of 8  ·  142 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
Financial Services 32.7%
Technology 30.9%
Communication Services 12.2%
Consumer Cyclical 11.0%
Healthcare 5.0%
Consumer Defensive 3.4%
Industrials 2.8%
Energy 1.2%
Basic Materials 0.8%