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
SCHV
Schwab Strategic Tr Us Large C

ETFs
18.4K
+ 3733.2%
$25.79 - $80.4 $476K - $1.48M
18.9K $494K
PLTR
Palantir Technologies Inc.

Technology
18.6K
+ 1221.99%
$36.46 - $82.38 $677K - $1.53M
20.1K $1.52M
Etfs Trust Grwt100 Pwr Bf
18.8K
+ 1979.14%
N/A
19.7K $949K
PAPR
Innovator U.S. Equity Power Bu

ETFs
19.4K
+ 2625.81%
$35.71 - $37.1 $694K - $721K
20.2K $740K
JPM
Jpmorgan Chase & CO

Financial Services
19.6K
+ 317.19%
$205.18 - $250.29 $4.03M - $4.91M
25.8K $6.19M
MRK
Merck & Co., Inc.

Healthcare
19.8K
+ 905.4%
$96.31 - $114.76 $1.9M - $2.27M
22K $2.18M
Goldman Sachs ETF Tr Nasdaq 100 Core
20.1K
+ 1940.52%
N/A
21.1K $1.03M
MSFT
Microsoft Corp

Technology
20.7K
+ 137.24%
$406.35 - $454.46 $8.4M - $9.4M
35.8K $15.1M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
20.8K
+ 1546.2%
$60.13 - $67.31 $1.25M - $1.4M
22.1K $1.34M
Etfs Trust Grwt100 Pwr Bf
21.1K
+ 1883.99%
N/A
22.2K $1.12M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
21.8K
+ 1674.21%
$53.94 - $58.15 $1.18M - $1.27M
23.1K $1.3M
DFAX
Dimensional ETF Tr
22.5K
+ 3923.04%
$24.76 - $27.04 $557K - $608K
23.1K $573K
VEU
Vanguard Ftse All World Ex Us

ETFs
23.1K
+ 1642.32%
$57.29 - $63.1 $1.32M - $1.46M
24.5K $1.41M
XOM
Exxon Mobil Corp

Energy
23.2K
+ 829.51%
$105.51 - $125.37 $2.44M - $2.9M
26K $2.79M
SOFI
So Fi Technologies, Inc.

Financial Services
23.4K
+ 6401.37%
$7.63 - $16.88 $179K - $395K
23.8K $366K
ARGT
Global X Msci Argentina ETF

ETFs
23.8K
+ 1109.36%
$66.16 - $88.28 $1.58M - $2.1M
26K $2.15M
PG
Procter & Gamble CO

Consumer Defensive
24.1K
+ 496.51%
$161.05 - $179.7 $3.88M - $4.33M
28.9K $4.85M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
24.2K
+ 1504.86%
$61.68 - $67.87 $1.49M - $1.64M
25.8K $1.61M
BAC
Bank Of America Corp

Financial Services
24.7K
+ 2175.35%
$39.22 - $47.77 $969K - $1.18M
25.8K $1.14M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
24.9K
+ 8158.03%
$12.1 - $13.76 $301K - $342K
25.2K $305K
INTC
Intel Corp

Technology
25.6K
+ 4884.38%
$19.07 - $26.23 $489K - $673K
26.2K $525K
LNC
Lincoln National Corp

Financial Services
28.1K
+ 3052.71%
$30.46 - $36.84 $857K - $1.04M
29.1K $922K
GOOG
Alphabet Inc.

Communication Services
28.8K
+ 425.09%
$163.08 - $198.16 $4.7M - $5.71M
35.6K $6.78M
KJUL
Innovator U.S. Small Cap Power

Technology
28.8K
+ 3296.46%
$28.78 - $30.34 $830K - $875K
29.7K $875K
TLT
Ishares Barclays 20+ Year Trea

ETFs
29.3K
+ 1045.01%
$87.1 - $98.49 $2.56M - $2.89M
32.2K $2.81M
CSCO
Cisco Systems, Inc.

Technology
29.8K
+ 1589.37%
$52.45 - $60.02 $1.56M - $1.79M
31.6K $1.87M
CMCSA
Comcast Corp

Communication Services
29.9K
+ 2564.49%
$37.39 - $45.14 $1.12M - $1.35M
31.1K $1.17M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
30.3K
+ 3559.46%
$26.93 - $84.95 $816K - $2.57M
31.1K $851K
PYPL
Pay Pal Holdings, Inc.

Financial Services
30.3K
+ 1071.4%
$77.25 - $91.3 $2.34M - $2.77M
33.2K $2.83M
XLE
Energy Sector Spdr

ETFs
30.4K
+ 1067.33%
$83.32 - $97.27 $2.53M - $2.96M
33.2K $2.85M
IEF
Ishares Barclays

ETFs
30.7K
+ 981.54%
$92.08 - $98.18 $2.83M - $3.01M
33.8K $3.13M
Etfs Trust Prem Inc 30 Barr
31.2K
+ 3914.79%
N/A
32K $798K
VAW
Vanguard Materials ETF

ETFs
31.6K
+ 432.33%
$186.91 - $215.32 $5.91M - $6.81M
38.9K $7.31M
GOOGL
Alphabet Inc.

Communication Services
32.1K
+ 428.24%
$161.86 - $196.66 $5.19M - $6.31M
39.6K $7.49M
Etfs Trust Prem Inc 20 Barr
32.4K
+ 3909.78%
N/A
33.2K $828K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
32.8K
+ 1834.49%
$51.54 - $52.55 $1.69M - $1.72M
34.6K $1.79M
AVUV
American Centy ETF Tr Avantis

ETFs
33.2K
+ 935.95%
$94.37 - $106.41 $3.13M - $3.53M
36.7K $3.55M
IAU
Ishares Gold Trust

ETFs
35.5K
+ 1919.79%
$48.37 - $52.65 $1.72M - $1.87M
37.3K $1.85M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
36.3K
+ 1885.66%
$50.37 - $50.6 $1.83M - $1.84M
38.2K $1.93M
VO
Vanguard Mid Cap ETF

ETFs
36.4K
+ 278.59%
$261.5 - $284.63 $9.51M - $10.4M
49.4K $13.1M
PRF
Invesco Exchange Traded Fd Tr

ETFs
37K
+ 2378.79%
$40.15 - $42.9 $1.49M - $1.59M
38.6K $1.56M
WMT
Walmart Inc.

Consumer Defensive
37.1K
+ 1006.65%
$79.1 - $95.7 $2.93M - $3.55M
40.8K $3.68M
FTSD
Franklin ETF Tr Liberty Short

ETFs
37.6K
+ 1007.93%
$89.95 - $90.89 $3.39M - $3.42M
41.4K $3.74M
JEPI
J P Morgan Exchange Traded Fd

ETFs
38.2K
+ 1638.21%
$57.53 - $60.83 $2.2M - $2.32M
40.5K $2.33M
FSK
Fs Kkr Capital Corp

Financial Services
39.7K
+ 4505.22%
$19.71 - $22.22 $782K - $882K
40.6K $881K
SLV
I Shares Silver Trust

ETFs
39.8K
+ 3696.38%
$26.33 - $31.74 $1.05M - $1.26M
40.8K $1.08M
IVV
Ishares Core S&P 500 ETF

ETFs
42K
+ 69.87%
$570.51 - $610.59 $23.9M - $25.6M
102K $60M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
44.7K
+ 2900.32%
N/A
46.2K $1.54M
AMZN
Amazon Com Inc

Consumer Cyclical
46.3K
+ 355.81%
$180.88 - $232.93 $8.37M - $10.8M
59.3K $13M
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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