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
UBER
Uber Technologies, Inc

Technology
8.53K
+ 69.03%
$64.62 - $93.3 $551K - $796K
20.9K $1.93M
DBE
Invesco Db Energy Fund

ETFs
54.4K
New
$16.8 - $20.54 $915K - $1.12M
54.4K $1.02M
ABBV
Abb Vie Inc.

Healthcare
6.91K
+ 68.63%
$170.16 - $206.27 $1.18M - $1.43M
17K $3.12M
MRK
Merck & Co., Inc.

Healthcare
16.8K
+ 55.66%
$73.47 - $87.12 $1.24M - $1.46M
47K $3.72M
CSCO
Cisco Systems, Inc.

Technology
11.4K
+ 38.33%
$53.19 - $69.38 $605K - $789K
41K $2.84M
ENB
Enbridge Inc

Energy
22.2K
New
$41.09 - $47.16 $912K - $1.05M
22.2K $1M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
33.7K
New
$23.4 - $29.68 $789K - $1M
33.7K $997K
MDT
Medtronic PLC

Healthcare
11.5K
New
$80.68 - $88.86 $932K - $1.03M
11.5K $995K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
21.8K
+ 195.79%
$33.7 - $43.1 $735K - $940K
32.9K $1.42M
Goldman Sachs ETF Tr
16.9K
+ 61.93%
N/A
44.1K $2.2M
CGUS
Capital Group Core Equity ETF
24.3K
New
$29.93 - $36.93 $727K - $897K
24.3K $895K
AGOX
Starboard Invt Tr

ETFs
30K
New
$23.19 - $29.58 $696K - $887K
30K $887K
DFAR
Dimensional ETF Tr Dimensional

ETFs
37.7K
New
$20.99 - $23.93 $792K - $903K
37.7K $880K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
42.5K
+ 47.4%
$20.19 - $23.59 $859K - $1M
132K $2.92M
Goldman Sachs ETF Tr
16K
+ 65.7%
N/A
40.3K $2.01M
NEE
Nextera Energy Inc

Utilities
12.4K
New
$64.11 - $75.0 $797K - $933K
12.4K $870K
V
Visa Inc.

Financial Services
2.26K
+ 12.16%
$308.27 - $373.31 $697K - $844K
20.9K $7.38M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
15.6K
New
$43.53 - $54.46 $678K - $849K
15.6K $845K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
30.2K
New
$22.25 - $28.0 $671K - $845K
30.2K $843K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
18.1K
New
$45.12 - $46.23 $816K - $836K
18.1K $834K
DISV
Dimensional ETF Tr Dimensional

ETFs
15.6K
+ 20.35%
$25.93 - $32.91 $404K - $513K
92.1K $3.03M
FBK
Fb Financial Corp

Financial Services
17.5K
New
$39.93 - $46.97 $698K - $822K
17.5K $794K
PINS
Pinterest, Inc.

Communication Services
21.4K
New
$24.21 - $35.95 $517K - $768K
21.4K $768K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
10.2K
New
$60.34 - $74.89 $615K - $763K
10.2K $760K
SPSB
Spdr Portfolio Short Term Corp

ETFs
23.1K
+ 4.5%
$29.82 - $30.19 $687K - $696K
535K $16.1M
CGGR
Capital Group Growth ETF Shs C

ETFs
17.5K
New
$30.53 - $40.65 $535K - $712K
17.5K $709K
MIN
Mfs Intermediate Income Trust

Financial Services
261K
New
$2.63 - $2.72 $686K - $709K
261K $703K
SPMD
Spdr Portfolio

ETFs
4.34K
+ 3.02%
$44.89 - $54.38 $195K - $236K
148K $8.06M
RFG
Invesco Exchange Traded Fd Tr

ETFs
14K
New
$39.08 - $48.9 $546K - $683K
14K $681K
XLG
Invesco Exchange Traded Fd Tr

ETFs
12.6K
New
$40.94 - $52.1 $517K - $657K
12.6K $656K
XTEN
Bondbloxx ETF Tr Bloomberg 10
13.9K
New
N/A
13.9K $638K
Capital Grp Fixed Incm ETF T
24.1K
New
N/A
24.1K $632K
DFAE
Dimensional ETF Tr

ETFs
21.5K
New
$22.87 - $28.95 $492K - $622K
21.5K $620K
PRF
Invesco Exchange Traded Fd Tr

ETFs
12.2K
+ 31.5%
$35.77 - $42.27 $435K - $514K
50.7K $2.14M
PJUN
Innovator U.S. Equity Power Bu

ETFs
14K
New
$34.48 - $39.76 $482K - $555K
14K $555K
BNDX
Vanguard Total International B

ETFs
9.48K
+ 8.3%
$48.77 - $49.55 $462K - $470K
124K $6.13M
SOXL
Direxion Daily Semiconductor B

ETFs
12.6K
+ 54.29%
$8.25 - $25.2 $104K - $318K
35.9K $901K
VONE
Vanguard Russell 1000 ETF

ETFs
194
+ 1.11%
$225.48 - $280.86 $43.7K - $54.5K
17.6K $4.95M
AIQ
Global X Funds Global X Artifi

ETFs
8.61K
+ 51.03%
$31.5 - $43.69 $271K - $376K
25.5K $1.11M
PSJ
Invesco Exchange Traded Fd Tr

ETFs
10K
New
N/A
10K $492K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
15.2K
New
$28.02 - $32.37 $426K - $492K
15.2K $484K
DFIS
Dimensional ETF Tr Dimensional

ETFs
16.1K
New
$23.2 - $29.84 $375K - $482K
16.1K $480K
VAW
Vanguard Materials ETF

ETFs
1.21K
+ 3.0%
$163.82 - $196.64 $199K - $239K
41.6K $8.1M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
11.6K
New
$39.34 - $40.41 $456K - $468K
11.6K $464K
TCHP
T Rowe Price Exchange Traded F

Technology
10.2K
New
$34.07 - $45.35 $349K - $465K
10.2K $464K
KMI
Kinder Morgan, Inc.

Energy
15.2K
New
$25.21 - $29.4 $383K - $446K
15.2K $442K
DBA
Invesco Db Agriculture Fund

ETFs
16.7K
New
$25.27 - $27.68 $421K - $461K
16.7K $438K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
11.5K
+ 6.2%
$27.29 - $29.28 $314K - $337K
197K $5.77M
DFAI
Dimensional ETF Tr

ETFs
11.6K
New
$28.02 - $34.71 $325K - $403K
11.6K $400K
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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