M Holdings Securities, Inc. Purchases in Q2 2025

M Holdings Securities, Inc.

  • $583 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NHI
National Health Investors Inc

Real Estate
517K
New
$68.74 - $76.77 $35.5M - $39.7M
517K $36.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
11.4K
+ 7.87%
$496.48 - $617.85 $5.65M - $7.03M
156K $96.3M
NVDA
Nvidia Corp

Technology
51.6K
+ 50.25%
$94.31 - $157.99 $4.86M - $8.15M
154K $24.4M
DFAX
Dimensional ETF Tr
421K
+ 1821.04%
$23.37 - $29.39 $9.84M - $12.4M
444K $13M
TSLA
Tesla, Inc.

Consumer Cyclical
34.4K
+ 161.54%
$221.86 - $362.89 $7.63M - $12.5M
55.7K $17.9M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
277K
+ 1517.07%
$29.12 - $35.84 $8.07M - $9.93M
295K $10.5M
DFAU
Dimensional ETF Tr

ETFs
225K
New
$34.04 - $42.36 $7.67M - $9.54M
225K $9.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
83.8K
New
$58.41 - $72.69 $4.9M - $6.09M
83.8K $6.09M
PNFP
Pinnacle Financial Partners Inc

Financial Services
53.3K
New
$87.19 - $111.51 $4.64M - $5.94M
53.3K $5.84M
DFAT
Dimensional ETF Tr U S Target

ETFs
105K
New
$44.8 - $53.97 $4.69M - $5.65M
105K $5.65M
META
Meta Platforms, Inc.

Communication Services
4.56K
+ 38.67%
$484.66 - $738.09 $2.21M - $3.37M
16.4K $12.1M
Dimensional ETF Trust
68K
New
N/A
68K $4.67M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
102K
+ 112.8%
$36.25 - $42.28 $3.71M - $4.33M
193K $8.15M
GLD
Spdr Gold Trust

ETFs
13.3K
+ 70.35%
$273.71 - $316.29 $3.64M - $4.2M
32.2K $9.77M
GOOGL
Alphabet Inc.

Communication Services
17.6K
+ 40.6%
$144.7 - $178.6 $2.55M - $3.14M
60.9K $10.8M
DUHP
Dimensional ETF Tr Dimensional

ETFs
103K
New
$29.36 - $35.56 $3.03M - $3.67M
103K $3.64M
JPM
Jpmorgan Chase & CO

Financial Services
6.91K
+ 26.29%
$210.28 - $289.91 $1.45M - $2M
33.2K $9.59M
PLTR
Palantir Technologies Inc.

Technology
14.4K
+ 58.53%
$74.01 - $144.25 $1.07M - $2.08M
39K $5.21M
AVGO
Broadcom Inc.

Technology
4.99K
+ 30.93%
$146.29 - $275.65 $730K - $1.38M
21.1K $5.81M
XOM
Exxon Mobil Corp

Energy
31.3K
+ 97.45%
$99.93 - $119.04 $3.13M - $3.73M
63.5K $6.89M
CRM
Salesforce, Inc.

Technology
11K
New
$236.26 - $291.15 $2.59M - $3.2M
11K $3M
QUAL
Ishares Msci Usa Quality Facto

ETFs
14.5K
New
$152.42 - $182.82 $2.22M - $2.66M
14.5K $2.65M
DFIV
Dimensional ETF Tr

ETFs
55.3K
New
$34.67 - $43.21 $1.92M - $2.39M
55.3K $2.37M
IEFA
Ishares Tr

ETFs
25.4K
+ 156.31%
$67.83 - $84.09 $1.72M - $2.14M
41.7K $3.47M
ORCL
Oracle Corp

Technology
10.3K
New
$122.82 - $218.63 $1.27M - $2.25M
10.3K $2.24M
TEQI
T Rowe Price Exchange Traded F

Technology
46.9K
New
$36.8 - $42.54 $1.72M - $1.99M
46.9K $1.99M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
19K
New
$85.42 - $94.39 $1.62M - $1.8M
19K $1.77M
PIE
Invesco Exchange Traded Fd Tr

ETFs
34.2K
+ 9.05%
$15.45 - $20.94 $528K - $716K
412K $8.62M
VCIT
Vanguard Intermediate Term Cor

ETFs
17.3K
+ 7.92%
$79.56 - $82.92 $1.38M - $1.44M
236K $19.6M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
20.7K
New
$77.94 - $79.5 $1.61M - $1.64M
20.7K $1.64M
Ishares Bitcoin Trust ETF
20.6K
+ 98.0%
N/A
41.7K $2.55M
JEPI
J P Morgan Exchange Traded Fd

ETFs
26.2K
+ 60.26%
$51.14 - $57.0 $1.34M - $1.49M
69.6K $3.95M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
15.9K
+ 53.31%
$71.28 - $83.74 $1.13M - $1.33M
45.6K $3.81M
Pimco ETF Tr
53.9K
New
N/A
53.9K $1.43M
GOOG
Alphabet Inc.

Communication Services
3.51K
+ 9.45%
$146.58 - $180.01 $514K - $631K
40.6K $7.2M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
22.4K
+ 75.89%
$45.88 - $54.4 $1.03M - $1.22M
51.9K $2.82M
DIHP
Dimensional ETF Tr Dimensional

ETFs
42K
New
$24.32 - $29.74 $1.02M - $1.25M
42K $1.24M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
17.4K
New
$59.24 - $71.39 $1.03M - $1.24M
17.4K $1.23M
PSI
Invesco Exchange Traded Fd Tr

ETFs
20.3K
New
$39.29 - $60.31 $799K - $1.23M
20.3K $1.22M
PLD
Prologis, Inc.

Real Estate
11.4K
New
$89.76 - $112.34 $1.03M - $1.28M
11.4K $1.21M
Qxo Inc
57.1K
New
N/A
57.1K $1.19M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
11.8K
New
$100.04 - $100.54 $1.18M - $1.18M
11.8K $1.19M
IEMG
Ishares Inc

ETFs
18.4K
+ 151.78%
N/A
30.4K $1.82M
SMB
Vaneck Short Muni ETF

ETFs
62.2K
+ 10.15%
$16.86 - $17.26 $1.05M - $1.07M
675K $11.7M
PYPL
Pay Pal Holdings, Inc.

Financial Services
11K
+ 32.24%
$57.41 - $74.81 $634K - $826K
45.3K $3.36M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
27.4K
New
$33.13 - $40.67 $907K - $1.11M
27.4K $1.11M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
29.6K
New
$35.3 - $37.51 $1.04M - $1.11M
29.6K $1.11M
Dimensional ETF Trust
35.7K
New
N/A
35.7K $1.1M
DUK
Duke Energy Corp

Utilities
9.32K
+ 91.53%
$112.46 - $124.05 $1.05M - $1.16M
19.5K $2.28M
Activity Summary
Buys All Purchases 146 New Holdings 72 Increased Positions 74 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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