M Holdings Securities, Inc. Purchases in Q1 2025

M Holdings Securities, Inc.

  • $601 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
71K
+ 69.63%
$554.06 - $615.85 $39.3M - $43.7M
173K $97.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
31.2K
+ 27.57%
$551.42 - $612.93 $17.2M - $19.1M
145K $80.9M
META
Meta Platforms, Inc.

Communication Services
11.8K
New
$576.36 - $736.67 $6.8M - $8.69M
11.8K $6.8M
LVHI
Franklin International Low Vol

ETFs
94.2K
New
$30.53 - $32.85 $2.88M - $3.09M
94.2K $3.05M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
29.7K
New
$78.0 - $84.37 $2.32M - $2.51M
29.7K $2.38M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
43.7K
New
$51.3 - $56.76 $2.24M - $2.48M
43.7K $2.32M
DISV
Dimensional ETF Tr Dimensional

ETFs
76.6K
New
$26.09 - $30.21 $2M - $2.31M
76.6K $2.23M
ABBV
Abb Vie Inc.

Healthcare
10.1K
New
$169.2 - $216.66 $1.7M - $2.18M
10.1K $2.11M
CVX
Chevron Corp

Energy
11.2K
New
$146.71 - $167.97 $1.65M - $1.89M
11.2K $1.88M
IEF
Ishares Barclays

ETFs
16K
+ 47.4%
$91.17 - $95.39 $1.46M - $1.53M
49.8K $4.75M
QCOM
Qualcomm Inc

Technology
10.2K
New
$151.94 - $175.86 $1.55M - $1.8M
10.2K $1.57M
KO
Coca Cola CO

Consumer Defensive
18.8K
New
$60.81 - $72.32 $1.14M - $1.36M
18.8K $1.35M
VCIT
Vanguard Intermediate Term Cor

ETFs
12.2K
+ 5.88%
$79.17 - $82.04 $963K - $998K
219K $17.9M
DUK
Duke Energy Corp

Utilities
10.2K
New
$105.87 - $121.97 $1.08M - $1.24M
10.2K $1.24M
GLD
Spdr Gold Trust

ETFs
1.46K
+ 8.34%
$243.19 - $288.14 $354K - $419K
18.9K $5.44M
XOM
Exxon Mobil Corp

Energy
6.19K
+ 23.85%
$105.44 - $118.93 $653K - $736K
32.1K $3.82M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
14.2K
+ 6.99%
$41.61 - $44.72 $591K - $635K
217K $9.41M
JNK
Spdr Bloomberg High Yield Bond

ETFs
10.1K
New
$94.86 - $97.12 $956K - $979K
10.1K $961K
SPSB
Spdr Portfolio Short Term Corp

ETFs
27.3K
+ 5.63%
$29.82 - $30.1 $813K - $821K
512K $15.4M
REZ
Ishares Tr Residential And Mul

ETFs
3.91K
+ 3.64%
$78.21 - $88.48 $305K - $346K
111K $9.6M
UBER
Uber Technologies, Inc

Technology
12.4K
New
$63.17 - $81.49 $780K - $1.01M
12.4K $900K
KHC
Kraft Heinz CO

Consumer Defensive
27.1K
New
$28.51 - $32.22 $773K - $874K
27.1K $825K
SMB
Vaneck Short Muni ETF

ETFs
45.1K
+ 7.94%
$17.08 - $17.25 $770K - $778K
613K $10.5M
JNJ
Johnson & Johnson

Healthcare
2.56K
+ 15.09%
$142.06 - $167.7 $363K - $429K
19.5K $3.24M
BOND
Pimco Active Bond Exchange Tra

ETFs
5.78K
+ 4.96%
$89.27 - $92.9 $516K - $537K
122K $11.3M
DFAS
Dimensional ETF Tr U S Small C

ETFs
12.6K
New
$58.81 - $68.2 $743K - $862K
12.6K $755K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
15.4K
New
$47.25 - $67.02 $725K - $1.03M
15.4K $731K
SCHC
Schwab Strategic Tr Intl Small

ETFs
14.6K
+ 11.77%
$33.57 - $37.22 $491K - $545K
139K $4.99M
V
Visa Inc.

Financial Services
37
+ 0.2%
$306.92 - $362.71 $11.4K - $13.4K
18.6K $6.52M
INTC
Intel Corp

Technology
24.8K
+ 94.81%
$19.1 - $27.39 $474K - $680K
51K $1.16M
PLTR
Palantir Technologies Inc.

Technology
4.52K
+ 22.52%
$64.98 - $124.62 $294K - $564K
24.6K $2.08M
VO
Vanguard Mid Cap ETF

ETFs
3.18K
+ 6.44%
$251.87 - $277.95 $802K - $885K
52.6K $13.6M
IBM
International Business Machines Corp

Technology
746
+ 6.15%
$217.4 - $264.74 $162K - $197K
12.9K $3.2M
MRK
Merck & Co., Inc.

Healthcare
8.25K
+ 37.59%
$83.01 - $101.02 $685K - $834K
30.2K $2.71M
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
20.1K
+ 28.83%
$21.84 - $23.31 $439K - $468K
89.7K $2.04M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
14.3K
New
$35.26 - $36.57 $503K - $522K
14.3K $508K
Innovator Etfs Trust
11.4K
+ 57.58%
N/A
31.1K $1.44M
BJAN
Innovator U.S. Equity Buffer E

ETFs
10.2K
New
$46.03 - $49.45 $471K - $506K
10.2K $477K
WMT
Walmart Inc.

Consumer Defensive
6.1K
+ 14.95%
$84.5 - $105.05 $515K - $640K
46.9K $4.11M
SOXL
Direxion Daily Semiconductor B

ETFs
23.2K
New
$15.95 - $35.15 $371K - $817K
23.2K $371K
PIE
Invesco Exchange Traded Fd Tr

ETFs
39.5K
+ 11.67%
$18.18 - $19.42 $717K - $766K
378K $6.86M
PG
Procter & Gamble CO

Consumer Defensive
1.62K
+ 5.61%
$158.56 - $176.26 $257K - $286K
30.5K $5.21M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
10.4K
+ 5.92%
$28.55 - $29.09 $296K - $301K
185K $5.35M
VAW
Vanguard Materials ETF

ETFs
1.45K
+ 3.73%
$185.71 - $202.46 $270K - $294K
40.4K $7.62M
Goldman Sachs ETF Tr
7.5K
+ 44.52%
N/A
24.3K $1.13M
AI
C3.Ai, Inc.

Technology
13.9K
New
$20.92 - $36.93 $290K - $513K
13.9K $292K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.53K
+ 14.47%
$50.39 - $50.66 $279K - $280K
43.8K $2.22M
SLV
I Shares Silver Trust

ETFs
2.21K
+ 5.42%
$26.93 - $31.32 $59.6K - $69.3K
43.1K $1.33M
PEP
Pepsico Inc

Consumer Defensive
1.91K
+ 13.77%
$142.64 - $156.42 $273K - $299K
15.8K $2.37M
Activity Summary
Buys All Purchases 97 New Holdings 20 Increased Positions 77 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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