M Holdings Securities, Inc. Purchases and Sells in Q2 2025

M Holdings Securities, Inc.

$583 Million
Q2 2025

Top Buys

Incresed Positions

74 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	11.4K + 7.87%	$496.48 - $617.85 $5.65M - $7.03M	156K $96.3M
NVDA	51.6K + 50.25%	$94.31 - $157.99 $4.86M - $8.15M	154K $24.4M
DFAX	421K + 1821.04%	$23.37 - $29.39 $9.84M - $12.4M	444K $13M
TSLA	34.4K + 161.54%	$221.86 - $362.89 $7.63M - $12.5M	55.7K $17.9M
DFAC	277K + 1517.07%	$29.12 - $35.84 $8.07M - $9.93M	295K $10.5M
DFAS	86.2K + 681.82%	$52.31 - $63.72 $4.51M - $5.49M	98.8K $6.3M

New Holdings

72 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NHI	517K New	$68.74 - $76.77 $35.5M - $39.7M	517K $36.6M
DFAU	225K New	$34.04 - $42.36 $7.67M - $9.54M	225K $9.5M
SPLG	83.8K New	$58.41 - $72.69 $4.9M - $6.09M	83.8K $6.09M
PNFP	53.3K New	$87.19 - $111.51 $4.64M - $5.94M	53.3K $5.84M
DFAT	105K New	$44.8 - $53.97 $4.69M - $5.65M	105K $5.65M
DIMENSIONAL ETF TRUST	68K New	N/A	68K $4.67M

Top Sells

Reduced Positions

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VZ	-3.25K - 4.15%	$41.67 - $45.62 $135K - $148K	75K $3.24M
CMCSA	-4.57K - 18.32%	$32.84 - $36.72 $150K - $168K	20.4K $726K
PDI	-3.89K - 8.04%	$17.02 - $19.87 $66.3K - $77.4K	44.5K $844K
BAPR	-3.08K - 16.37%	$38.86 - $45.19 $120K - $139K	15.7K $711K
AINV	-2.28K - 3.06%	N/A	72.3K $913K
PHR	-1.5K - 11.54%	$23.25 - $28.49 $34.9K - $42.7K	11.5K $327K

Activity Summary All Purchases 146 New Holdings 72 Increased Positions 74 All Sells 7 Reductions 7 Sold out 0 Calls 0 Puts 0

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