Instuitional Investor - M3 Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | M3 Wealth Management, Llc |
| Portfolio Value | $129,924,680 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Specialized Funds - DIV APP ETF | 51,328 | $11,038,600 | 8.5% | |
| 2. | Spdr Series Trust | 137,835 | $10,897,235 | 8.39% | |
| 3. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 56,768 | $10,894,915 | 8.39% | |
| 4. | GOOGL | 20,719 | $5,957,956 | 4.59% | |
| 5. | GEV | 6,367 | $5,557,754 | 4.28% |