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Home > Institutional Investor > M3 Wealth Management, Llc > Profile

Instuitional Investor - M3 Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	M3 Wealth Management, Llc
Portfolio Value	$125,800,367

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	33,698	$12,584,181	10%
2.	Visa Inc.	V	24,903	$8,733,719	6.94%
3.	Apple Inc.	AAPL	22,784	$6,194,141	4.92%
4.	Vanguard Admiral Fds Inc		11,619	$5,165,590	4.11%
5.	Microsoft Corp	MSFT	9,781	$4,730,173	3.76%