M Holdings Securities, Inc. Purchases in Q4 2024

M Holdings Securities, Inc.

  • $620 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
6.13K
+ 157.05%
$385.02 - $431.37 $2.36M - $2.64M
10K $3.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7.23K
+ 120.63%
$442.29 - $483.08 $3.2M - $3.49M
13.2K $5.99M
IWR
Ishares Russell Mid Cap ETF

ETFs
9.17K
+ 1031.83%
$87.25 - $95.52 $800K - $876K
10.1K $889K
IBM
International Business Machines Corp

Technology
9.47K
+ 354.91%
$204.9 - $238.04 $1.94M - $2.25M
12.1K $2.67M
MO
Altria Group, Inc.

Consumer Defensive
9.58K
+ 1811.34%
$49.06 - $57.74 $470K - $553K
10.1K $529K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
9.66K
+ 979.61%
$91.94 - $100.02 $888K - $966K
10.6K $986K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
10.1K
+ 848.07%
$104.52 - $115.08 $1.05M - $1.16M
11.3K $1.19M
IWM
Ishares Russell 2000 ETF

ETFs
10.2K
+ 352.48%
$216.13 - $242.4 $2.19M - $2.46M
13K $2.88M
CVS
Cvs Health Corp

Healthcare
10.4K
+ 2127.2%
$43.78 - $67.46 $455K - $702K
10.9K $489K
STWD
Starwood Property Trust, Inc.

Real Estate
10.8K
+ 5185.17%
$18.95 - $20.37 $205K - $221K
11K $209K
ICSH
Blackrock Ultra Short Term Bon

ETFs
10.9K
+ 1882.24%
$50.35 - $50.69 $550K - $553K
11.5K $580K
IEMG
Ishares Inc

ETFs
11.4K
+ 1815.42%
N/A
12K $629K
IWB
Ishares Tr Russell 1000 ETF

ETFs
11.5K
+ 210.4%
$311.11 - $335.64 $3.58M - $3.86M
17K $5.47M
BMY
Bristol Myers Squibb CO

Healthcare
11.5K
+ 1668.41%
$51.92 - $59.94 $598K - $690K
12.2K $690K
EBAY
Ebay Inc

Consumer Cyclical
11.7K
+ 1513.23%
$57.51 - $67.17 $671K - $784K
12.4K $771K
PSEP
Innovator U.S. Equity Power Bu
11.7K
+ 2456.09%
N/A
12.2K $476K
PEP
Pepsico Inc

Consumer Defensive
11.8K
+ 557.6%
$151.29 - $176.1 $1.78M - $2.07M
13.9K $2.11M
ETF Trust Ir M Taxaware
11.9K
+ 1885.28%
N/A
12.5K $632K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
12K
+ 2575.59%
$37.41 - $42.14 $450K - $507K
12.5K $467K
VNQ
Vanguard Specialized Funds Van

ETFs
12.2K
+ 1022.14%
$87.85 - $98.6 $1.07M - $1.21M
13.4K $1.2M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12.6K
+ 2504.17%
$38.37 - $42.82 $483K - $539K
13.1K $503K
V
Visa Inc.

Financial Services
12.7K
+ 216.41%
$273.87 - $320.91 $3.48M - $4.07M
18.6K $5.86M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
12.8K
+ 1670.27%
$56.06 - $61.35 $718K - $786K
13.6K $767K
BND
Vanguard Bd Index Fd Inc Total

ETFs
13K
+ 1290.04%
$71.75 - $75.11 $929K - $973K
14K $1M
TSLA
Tesla, Inc.

Consumer Cyclical
13K
+ 147.63%
$213.65 - $479.86 $2.79M - $6.26M
21.9K $8.83M
GLD
Spdr Gold Trust

ETFs
13.2K
+ 313.03%
$236.59 - $257.5 $3.13M - $3.4M
17.4K $4.22M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
13.6K
+ 6579.23%
$14.38 - $15.35 $196K - $209K
13.8K $207K
AIQ
Global X Funds Global X Artifi

ETFs
13.6K
+ 2487.04%
$36.57 - $40.57 $498K - $553K
14.2K $548K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
14.1K
+ 4645.54%
$20.98 - $21.19 $295K - $298K
14.4K $303K
VONE
Vanguard Russell 1000 ETF

ETFs
14.2K
+ 274.94%
$257.18 - $277.76 $3.65M - $3.94M
19.3K $5.16M
VTWO
Vanguard Russell 2000 ETF

ETFs
14.2K
+ 1019.44%
$87.42 - $98.06 $1.24M - $1.39M
15.6K $1.39M
IRT
Independence Realty Trust, Inc.

Real Estate
14.2K
+ 4934.72%
$18.78 - $22.01 $267K - $313K
14.5K $288K
HMC
Honda Motor CO LTD

Consumer Cyclical
14.3K
+ 3406.19%
$23.7 - $32.62 $339K - $467K
14.7K $420K
PHR
Phreesia, Inc.

Healthcare
14.5K
+ 3878.55%
$18.04 - $25.76 $261K - $373K
14.8K $373K
JNJ
Johnson & Johnson

Healthcare
14.5K
+ 591.47%
$143.34 - $165.86 $2.08M - $2.4M
16.9K $2.45M
CTRA
Coterra Energy Inc.

Energy
15.2K
+ 3817.84%
$22.71 - $27.63 $345K - $420K
15.6K $398K
IEFA
Ishares Tr

ETFs
15.3K
+ 1322.73%
$70.06 - $77.43 $1.07M - $1.18M
16.5K $1.16M
PECO
Phillips Edison & Company, Inc.

Real Estate
15.7K
+ 2569.95%
$35.96 - $39.8 $563K - $623K
16.3K $609K
Goldman Sachs ETF Tr S&P 500 Core Pre
16K
+ 1921.25%
N/A
16.8K $833K
Ishares Bitcoin Trust ETF Shs Ben Int
16.5K
+ 1785.62%
N/A
17.4K $925K
NEM
Newmont Corp

Basic Materials
16.9K
+ 2586.04%
$37.0 - $58.68 $624K - $989K
17.5K $652K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
17K
+ 2830.05%
$34.13 - $37.35 $579K - $633K
17.6K $599K
IJUL
Innovator Etfs Tr

ETFs
17.2K
+ 3511.0%
$27.59 - $29.25 $476K - $504K
17.7K $491K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
17.3K
+ 2789.05%
$33.92 - $36.6 $587K - $634K
17.9K $621K
DVN
Devon Energy Corp

Energy
17.3K
+ 2953.15%
$30.52 - $42.96 $529K - $745K
17.9K $587K
DIS
Walt Disney CO

Communication Services
17.4K
+ 798.21%
$92.39 - $117.6 $1.61M - $2.05M
19.6K $2.18M
BAPR
Innovator U.S. Equity Buffer E

ETFs
18K
+ 2156.59%
$42.96 - $45.15 $773K - $812K
18.8K $834K
APA
Apa Corp

Energy
18K
+ 4227.46%
$20.47 - $27.07 $369K - $488K
18.4K $426K
OXY
Occidental Petroleum Corp

Energy
18.1K
+ 1924.07%
$45.36 - $55.91 $823K - $1.01M
19.1K $943K
Activity Summary
Buys All Purchases 133 New Holdings 0 Increased Positions 133 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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