M Holdings Securities, Inc. Purchases and Sells in Q1 2025

M Holdings Securities, Inc.

$601 Million
Q1 2025

Top Buys

Incresed Positions

77 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	71K + 69.63%	$554.06 - $615.85 $39.3M - $43.7M	173K $97.2M
SPY	31.2K + 27.57%	$551.42 - $612.93 $17.2M - $19.1M	145K $80.9M
IEF	16K + 47.4%	$91.17 - $95.39 $1.46M - $1.53M	49.8K $4.75M
VTV	6.63K + 5.14%	$167.73 - $179.21 $1.11M - $1.19M	135K $23.4M
VCIT	12.2K + 5.88%	$79.17 - $82.04 $963K - $998K	219K $17.9M
GLD	1.46K + 8.34%	$243.19 - $288.14 $354K - $419K	18.9K $5.44M

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
META	11.8K New	$576.36 - $736.67 $6.8M - $8.69M	11.8K $6.8M
LVHI	94.2K New	$30.53 - $32.85 $2.88M - $3.09M	94.2K $3.05M
DGRW	29.7K New	$78.0 - $84.37 $2.32M - $2.51M	29.7K $2.38M
FLQM	43.7K New	$51.3 - $56.76 $2.24M - $2.48M	43.7K $2.32M
DISV	76.6K New	$26.09 - $30.21 $2M - $2.31M	76.6K $2.23M
ABBV	10.1K New	$169.2 - $216.66 $1.7M - $2.18M	10.1K $2.11M

Top Sells

Reduced Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSLA	-581 - 2.66%	$222.15 - $428.22 $129K - $249K	21.3K $5.52M
IWB	-4.75K - 27.95%	$302.31 - $337.54 $1.43M - $1.6M	12.2K $3.75M
VONE	-1.9K - 9.82%	$250.16 - $278.79 $475K - $529K	17.4K $4.43M
TLT	-8.39K - 26.11%	$85.29 - $92.57 $716K - $777K	23.8K $2.16M
SPMD	-1.44K - 0.99%	$50.21 - $57.73 $72.5K - $83.3K	144K $7.36M
FTSD	-4.11K - 9.92%	$90.09 - $90.89 $370K - $373K	37.3K $3.38M

Activity Summary All Purchases 97 New Holdings 20 Increased Positions 77 All Sells 35 Reductions 35 Sold out 0 Calls 0 Puts 0

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