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.
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 |