MH

M Holdings Securities, Inc.

13F
M Holdings Securities, Inc.
Last update 2025-05-13 140 Stocks (20 new)
Value $601.00 Mil Turnover 19 %
Countries:
Top Holdings: IVV(16.17%)SPY(13.45%)VTV(3.89%)VCIT(2.98%)IJR(2.72%)
Summary Stock Picks Current Portfolio
M Holdings Securities, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
173,002
97,210.0
+69.63%
16.170
+6.64%
0.020
+19.67%
+7.80%
634,518.9
 
SPY
SPDR S&P 500 ETF Trust
144,553
80,860.0
+27.57%
13.450
+2.91%
0.010
+19.57%
+7.72%
643,289.7
 
VTV
Vanguard Value ETF
135,400
23,390.0
+5.14%
3.890
+0.19%
0.020
+10.43%
+6.13%
132,881.1
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
219,117
17,920.0
+5.88%
2.980
+0.17%
0.030
+3.07%
+4.86%
53,338.9
 
IJR
iShares Core S&P Small-Cap ETF
156,225
16,340.0
+4.11%
2.720
+0.11%
0.020
+16.59%
-2.25%
81,337.5
 
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
SPDR Portfolio Short Term Corporate Bond ETF
511,858
15,410.0
+5.63%
2.560
+0.14%
0.200
+1.53%
+3.19%
8,130.0
 
MSFT
Microsoft Corp
38,356
14,400.0
+7.27%
2.400
+0.16%
0.000
+38.94%
+21.47%
3,790,969.0
Software
VO
Vanguard Mid-Cap ETF
52,613
13,610.0
+6.44%
2.260
+0.14%
0.020
+16.32%
+8.70%
80,548.8
 
IJT
ISHARES TRUST
99,240
12,360.0
+4.85%
2.060
+0.10%
0.220
+16.31%
+0.47%
6,141.9
 
BOND
PIMCO Active Bond ETF
122,396
11,320.0
+4.96%
1.880
+0.09%
0.200
+1.86%
+3.46%
5,607.3
 

M Holdings Securities, Inc.'s Historical Top Holdings Breakdowns

M Holdings Securities, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
QQQ
INVESCO QQQ Trust
2025-03-31
Sold Out
Sold Out
-9.84%
●
468.34 ($508.07) 539.52
$561.26
10.47%
Sold Out
0
-119,360
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+6.64%
●
554.06 ($590.51) 615.85
$630.67
6.80%
Add 69.63%
173,002
71,014
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+2.91%
●
551.42 ($587.78) 612.93
$627.58
6.77%
Add 27.57%
144,553
31,238
AAPL
Apple Inc
2025-03-31
Sold Out
Sold Out
-2.63%
●
209.68 ($231.67) 247.1
$211.18
-8.84%
Sold Out
0
-130,126
AMZN
Amazon.com Inc
2025-03-31
Sold Out
Sold Out
-2.10%
●
190.26 ($217) 242.06
$226.13
4.21%
Sold Out
0
-59,314
META
Meta Platforms Inc
2025-03-31
New Buy
New Buy
+1.13%
●
576.36 ($645.17) 736.67
$704.28
9.16%
New holding
11,801
11,801
BRK.B
Berkshire Hathaway Inc
2025-03-31
Sold Out
Sold Out
-0.97%
●
442.66 ($486.15) 534.52
$473.80
-2.54%
Sold Out
0
-13,220
AVUV
Avantis U.S. Small Cap Value ETF
2025-03-31
Sold Out
Sold Out
-0.57%
●
84.96 ($93.96) 100.71
$93.77
-0.20%
Sold Out
0
-36,745
LVHI
Franklin International Low Volatility High Dividend Index ETF
Franklin International Low Volatility High Dividend Index ETF
2025-03-31
New Buy
New Buy
+0.51%
●
30.53 ($31.7) 32.85
$32.92
3.85%
New holding
94,171
94,171
IVVM
iShares Large Cap Moderate Buffer ETF
iShares Large Cap Moderate Buffer ETF
2025-03-31
Sold Out
Sold Out
-0.51%
●
29.9 ($30.92) 31.59
$32.76
5.96%
Sold Out
0
-103,341

M Holdings Securities, Inc. Total Holding History ($B)

To

M Holdings Securities, Inc.'s Asset Allocation

To

M Holdings Securities, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

M Holdings Securities, Inc.'s Hypothetical Growth since 2025-03-31

M Holdings Securities, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

M Holdings Securities, Inc.'s Holdings Heat Map

Size field:

M Holdings Securities, Inc.'s Holdings Bubble Chart

M Holdings Securities, Inc. News

  • 1

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