StockDriftsStockDriftsTop 50 M3 Advisory Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 8.43% | 63.6K | $13.7M | +1.33%(+837) | $169.81(+40.52%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 5.66% | 15.4K | $9.2M | +5.93%(+860) | $514.07(+33.22%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 5.1% | 25.8K | $8.3M | +0.75%(+192) | $234.92(+56.97%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 5.07% | 14.3K | $8.2M | -0.35%(-50) | $394.36(+80.70%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.62% | 17.2K | $7.5M | +2.00%(+336) | $53.42(+60.05%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.64% | 33.9K | $5.9M | +1.00%(+335) | $71.03(+174.31%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.39% | 8.4K | $5.5M | +0.31%(+26) | $480.13(+55.88%) | 2026-03-31 | |
| XLE | SELECT SECTOR SPDR TR | 3.06% | 81.1K | $5.0M | -0.42%(-346) | $43.84(+21.40%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3% | 16.9K | $4.9M | -0.61%(-103) | $140.39(+156.37%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.64% | 16.9K | $4.3M | -0.03%(-5) | $190.05(+62.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.74% | +55.04% |
| Top 20 Holdings Unweighted | +16.79% | +59.28% |
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