M3 Advisory Group, LLC
RIA/Wealth
M3 Advisory Group, LLC is a RIA/Wealth based in Needham Heights, MA led by John Daniel Jeffries, reporting $310.0M in AUM as of Q3 2025 with 59% ETF concentration.
FounderJohn Daniel Jeffries
- Portfolio Value
- $160.3M
- Positions
- 153
- Top Holding
- VIG at 8.41%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in M3 Advisory Group, LLC's portfolio (43.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $13.5M | 8.41% | +$336.8K Bought | — 62.5K shares | |
ETF ETF | $8.6M | 5.35% | +$18.0K Bought | — 14.3K shares | |
ETF ETF | $8.4M | 5.23% | +$53.2K Bought | — 25.6K shares | |
ETF ETF | $8.1M | 5.04% | +$105.0K Bought | — 16.9K shares | |
ETF ETF | $6.3M | 3.95% | +$352.7K Bought | — 10.3K shares | |
Semiconductors Technology | $6.2M | 3.84% | +$210.5K Bought | 0.00% 33.0K shares | |
ETF ETF | $5.5M | 3.43% | +$3.3K Bought | — 8.2K shares | |
Internet Content & Information Communication Services | $4.9M | 3.09% | +$54.0K Bought | 0.00% 20.4K shares | |
ETF ETF | $4.2M | 2.60% | +$117.9K Bought | — 6.3K shares | |
Consumer Electronics Technology | $4.2M | 2.60% | -$75.9K Sold | 0.00% 16.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in M3 Advisory Group, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for M3 Advisory Group, LLC
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