M3 Advisory Group, LLC
CIK
2014826
City
NEEDHAM HEIGHTS
State / Country
MA
Top Portfolio Positions
78 positions ·
$62,864,308 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
14,255 | $8,227,700 | 13.09% | |
| NVDA |
Nvidia Corp
Technology
|
33,905 | $5,913,032 | 9.41% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
16,898 | $4,859,188 | 7.73% | |
| AAPL |
Apple Inc.
Technology
|
16,901 | $4,289,304 | 6.82% | |
| SPY |
Spdr S&P 500 ETF Trust
|
6,346 | $4,127,057 | 6.57% | |
| MSFT |
Microsoft Corp
Technology
|
5,880 | $2,176,599 | 3.46% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
10,333 | $2,152,053 | 3.42% | |
| AVGO |
Broadcom Inc.
Technology
|
6,094 | $1,886,153 | 3.00% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
4,275 | $1,589,231 | 2.53% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
4,215 | $1,239,884 | 1.97% |
Portfolio Trend
10 quarters · across all stocks
Holdings in BUI
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $278,203 | 10,546 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $266,970 | 10,392 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $257,434 | 9,837 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $249,466 | 9,688 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $215,573 | 9,526 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $219,234 | 9,357 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $228,584 | 9,206 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $200,811 | 9,066 | Shares | Sole | 2024-07-22 | |
| No 13F history on record for this holder in this stock. | ||||||