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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 6 of 8  ·  156 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VV VANGUARD INDEX FDS 947.0 $326K 0.17% +5.0 +0.5% $344.03 +3.0%
102 LRCX LAM RESEARCH CORP Technology 740.0 $321K 0.17% NEW $433.26 -30.3%
103 IWV ISHARES TR 745.0 $318K 0.17% $426.40 +2.6%
104 SLV ISHARES SILVER TR Financial Services 5,893.0 $315K 0.16% +890.0 +17.8% $53.47 +12.2%
105 PM PHILIP MORRIS INTL INC Consumer Defensive 1,739.0 $315K 0.16% +33.0 +1.9% $180.91 +6.1%
106 MAR MARRIOTT INTL INC NEW Consumer Cyclical 844.0 $313K 0.16% +29.0 +3.6% $370.54 -5.3%
107 NFLX NETFLIX INC. Communication Services 4,357.0 $311K 0.16% -777.0 -15.1% $71.40 +14.4%
108 BUI BLACKROCK UTILS INFRASTRUCTU Financial Services 10,699.0 $310K 0.16% +307.0 +3.0% $29.01 -7.3%
109 INTC INTEL CORP Technology 2,176.0 $304K 0.16% NEW $139.60 -35.9%
110 SBUX STARBUCKS CORP Consumer Cyclical 2,932.0 $300K 0.15% -33.0 -1.1% $102.18 +5.6%
111 QUAL ISHARES TR 1,344.0 $295K 0.15% +108.0 +8.7% $219.48 +1.9%
112 VGT VANGUARD WORLD FD 2,434.0 $291K 0.15% +2K +736.4% $119.51 +0.5%
113 DIVB ISHARES TR 4,715.0 $290K 0.15% +251.0 +5.6% $61.60 +12.2%
114 MRK MERCK & CO INC Healthcare 2,194.0 $282K 0.15% +220.0 +11.1% $128.49 +15.4%
115 ESGU ISHARES TR 1,694.0 $277K 0.14% $163.67 +3.1%
116 SCHX SCHWAB STRATEGIC TR 9,388.0 $276K 0.14% $29.43 +3.1%
117 BA BOEING CO Industrials 1,274.0 $276K 0.14% +65.0 +5.4% $216.47 -3.1%
118 TJX TJX COS INC NEW Consumer Cyclical 1,817.0 $275K 0.14% +35.0 +2.0% $151.52 -10.8%
119 VCR VANGUARD WORLD FD 694.0 $275K 0.14% -39.0 -5.3% $396.43 -0.7%
120 VBR VANGUARD INDEX FDS 1,123.0 $273K 0.14% NEW $243.08 +1.5%
Page 6 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%