M3 Advisory Group, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SELECT SECTOR SPDR TR | $753.5K | 0.5% |
| VANGUARD INDEX FDS | $840.6K | 0.5% |
| BANK OF AMERICA CORP /DE | $845.0K | 0.5% |
| ELI LILLY & Co | $871.7K | 0.5% |
| Meta Platforms Inc | $890.7K | 0.5% |
| Blackstone Inc | $921.7K | 0.6% |
| ISHARES TR | $941.6K | 0.6% |
| SPDR S&P MIDCAP 400 ETF TR | $953.7K | 0.6% |
| SPDR SERIES TRUST | $974.3K | 0.6% |
| SPDR SERIES TRUST | $998.4K | 0.6% |
| Alphabet Inc. | $1.19M | 0.7% |
| VANGUARD INDEX FDS | $1.22M | 0.7% |
| JPMORGAN CHASE & CO | $1.31M | 0.8% |
| SELECT SECTOR SPDR TR | $1.33M | 0.8% |
| ISHARES TR | $1.39M | 0.8% |
| VANGUARD WORLD FD | $1.40M | 0.9% |
| VANGUARD STAR FDS | $1.49M | 0.9% |
| VANECK ETF TRUST | $1.56M | 0.9% |
| SELECT SECTOR SPDR TR | $1.78M | 1.1% |
| VANGUARD SCOTTSDALE FDS | $1.79M | 1.1% |
| SELECT SECTOR SPDR TR | $1.80M | 1.1% |
| SELECT SECTOR SPDR TR | $1.87M | 1.1% |
| Tesla Inc | $1.97M | 1.2% |
| Broadcom Inc. | $2.06M | 1.3% |
| Amazon.com Inc | $2.35M | 1.4% |
| SELECT SECTOR SPDR TR | $2.49M | 1.5% |
| VANGUARD TAX-MANAGED FDS | $2.55M | 1.6% |
| SCHWAB STRATEGIC TR | $2.77M | 1.7% |
| MICROSOFT CORP | $2.90M | 1.8% |
| VANGUARD SCOTTSDALE FDS | $3.05M | 1.9% |
| SELECT SECTOR SPDR TR | $3.09M | 1.9% |
| SELECT SECTOR SPDR TR | $3.64M | 2.2% |
| SPDR S&P 500 ETF TR | $4.31M | 2.6% |
| Apple Inc. | $4.60M | 2.8% |
| Alphabet Inc. | $5.32M | 3.2% |
| ISHARES TR | $5.74M | 3.5% |
| NVIDIA Corp | $6.26M | 3.8% |
| VANGUARD INDEX FDS | $8.21M | 5.0% |
| VANGUARD INDEX FDS | $8.59M | 5.2% |
| INVESCO QQQ TR | $8.79M | 5.4% |
| VANGUARD INDEX FDS | $9.09M | 5.5% |
| VANGUARD SPECIALIZED FUNDS | $13.79M | 8.4% |