You're signed outSign in or to get full access.
M3 Advisory Group, LLC
M3 Advisory Group, LLC is a registered investment adviser headquartered in Needham Heights, Massachusetts. Founded in January 2011, the firm is owned by John D. Jeffries and provides investment advisory and wealth management services to individuals, particularly high-net-worth individuals, and select institutional and business clients. The firm manages assets for over 500 clients and has a small, specialized team of around six employees focused on delivering customized investment solutions.
Investment Strategy
M3 Advisory Group employs a diversified, client-centered investment strategy, focusing primarily on portfolio management and personalized investment advice. The firm creates tailored allocations using a core-satellite approach, with an emphasis on ETFs and mutual funds to provide broad market exposure and cost efficiency. Their philosophy includes risk management, tax efficiency, and regular portfolio rebalancing, catering to both individuals and select business or institutional clients. Investments typically span equities and fixed income, with asset allocation tailored to individual client needs, investment objectives, and risk tolerance.
Latest 13F Filing Activity
M3 Advisory Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 147 equity positions with a total 13F market value of $145M. The fund increased holdings in Nvidia Corporation, Vanguard Index FDS, Microsoft Corp. among other positions. M3 Advisory Group, LLC reduced exposure to Select Sector SPDR TR, Unitedhealth Group Inc., Chevron Corp. New among others.
Top Holdings
Equity Positions (147)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VIG | VANGUARD SPECIALIZED FUNDS | 8.63% | $12.5M | 60,938 | $174.27 | $204.67 | +$867.0K |
Q QQQ | INVESCO QQQ TR | 5.44% | $7.9M | 14,263 | $417.04 | $551.64 | +$1.0M |
V VTI | VANGUARD INDEX FDS | 5.34% | $7.7M | 25,411 | $245.08 | $303.93 | +$927.7K |
V VUG | VANGUARD INDEX FDS | 5.04% | $7.3M | 16,632 | $334.36 | $438.40 | +$1.4M |
V VOO | VANGUARD INDEX FDS | 3.83% | $5.5M | 9,757 | $474.04 | $568.03 | +$1.0M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more