M3 Advisory Group, LLC
CIK 2014826 · Holdings on Dec 31, 2023 · First reported Mar 19, 2024
Top ten holdings
Q4 2023- VIG9.81%
- QQQ5.99%
- VTI5.74%
- VUG3.94%
- IVV3.35%
- XLE3.17%
- GOOGL3.16%
- VOO3.04%
- SPY3.03%
- AAPL2.74%
Share classes counted separately43.97%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $8.38M | 9.81% | 49.18K shares | Prior unavailable — | — | ↗▾ |
| 02 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $5.11M | 5.99% | 12.49K shares | Prior unavailable — | — | ↗▾ |
| 03 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $4.90M | 5.74% | 20.66K shares | Prior unavailable — | — | ↗▾ |
| 04 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $3.36M | 3.94% | 10.81K shares | Prior unavailable — | — | ↗▾ |
| 05 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $2.86M | 3.35% | 5.99K shares | Prior unavailable — | — | ↗▾ |
| 06 | XLESS ENERGY SELECT SECTORENERGY View history and evidence | $2.71M | 3.17% | 32.32K shares | Prior unavailable — | — | ↗▾ |
| 07 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $2.69M | 3.16% | 19.29K shares | Prior unavailable — | — | ↗▾ |
| 08 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $2.60M | 3.04% | 5.94K shares | Prior unavailable — | — | ↗▾ |
| 09 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $2.59M | 3.03% | 5.44K shares | Prior unavailable — | — | ↗▾ |
| 10 | AAPLAPPLE INC View history and evidence | $2.34M | 2.74% | 12.15K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2014826 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Mar 19, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 85395201
}Research all 103 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.