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
SBRA
Sabra Health Care Reit, Inc.

Real Estate
21.6K
New
$16.37 - $18.59 $354K - $402K
21.6K $395K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
35K
New
$10.78 - $11.57 $378K - $405K
35K $394K
BOND
Pimco Active Bond Exchange Tra

ETFs
4.67K
+ 3.81%
$89.87 - $92.93 $420K - $434K
127K $11.7M
SPIB
Spdr Portfolio Intermediate Te

ETFs
11.7K
New
$32.62 - $33.58 $381K - $392K
11.7K $392K
Global X Fds
17.4K
New
N/A
17.4K $392K
AMAX
Starboard Invt Tr Rh Hedged Mu
49.3K
New
$7.12 - $7.94 $351K - $391K
49.3K $387K
CGGO
Capital Group Global Growth Eq

ETFs
11.5K
New
$25.31 - $32.17 $290K - $369K
11.5K $368K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
26.6K
New
$10.6 - $12.44 $282K - $331K
26.6K $330K
PBP
Invesco Exchange Traded Fd Tr

ETFs
15K
New
$20.08 - $22.36 $300K - $334K
15K $327K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
33.5K
New
$9.4 - $10.12 $315K - $339K
33.5K $318K
FIW
First Trust Water ETF

ETFs
1.1K
+ 4.46%
$90.26 - $108.05 $98.9K - $118K
25.7K $2.77M
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
20.7K
New
$11.7 - $14.28 $242K - $295K
20.7K $292K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.32K
+ 41.16%
$34.72 - $42.74 $185K - $228K
18.3K $780K
Tidal Tr Ii
12.3K
New
N/A
12.3K $268K
VTWO
Vanguard Russell 2000 ETF

ETFs
1.72K
+ 11.01%
$70.56 - $87.22 $121K - $150K
17.3K $1.51M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
24.7K
New
$9.25 - $10.26 $228K - $253K
24.7K $251K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.42K
+ 31.09%
$47.46 - $55.3 $210K - $244K
18.6K $1.03M
SLV
I Shares Silver Trust

ETFs
4.65K
+ 10.8%
$27.08 - $33.74 $126K - $157K
47.7K $1.57M
JMM
Nuveen Multi Market Income Fund

Financial Services
36.9K
New
$5.81 - $6.28 $214K - $232K
36.9K $230K
CELC
Celcuity Inc.

Healthcare
17.8K
New
$8.21 - $13.35 $147K - $238K
17.8K $224K
Innovator Etfs Trust
1.56K
+ 5.01%
N/A
32.6K $1.66M
STWD
Starwood Property Trust, Inc.

Real Estate
10.7K
New
$17.28 - $20.41 $184K - $218K
10.7K $214K
Blackrock Income Tr Inc
18.2K
New
N/A
18.2K $213K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
18.3K
New
$10.68 - $12.73 $195K - $233K
18.3K $201K
T
At&T Inc.

Communication Services
5.08K
+ 4.82%
$26.33 - $28.94 $134K - $147K
110K $3.18M
BJAN
Innovator U.S. Equity Buffer E

ETFs
3.17K
+ 31.0%
$42.58 - $50.22 $135K - $159K
13.4K $673K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.26K
+ 7.44%
$50.36 - $50.68 $164K - $165K
47K $2.38M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
7.42K
+ 63.28%
$20.12 - $21.0 $149K - $156K
19.1K $400K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.88K
+ 10.66%
$32.66 - $40.75 $61.2K - $76.4K
19.5K $788K
KJUL
Innovator U.S. Small Cap Power

Technology
3.15K
+ 8.77%
$25.96 - $29.2 $81.9K - $92.1K
39.1K $1.14M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
30
+ 0.04%
$35.35 - $42.68 $1.06K - $1.28K
72.2K $3.08M
GBDC
Golub Capital Bdc, Inc.

Financial Services
20.9K
+ 6.0%
$13.03 - $15.28 $272K - $319K
369K $5.41M
MO
Altria Group, Inc.

Consumer Defensive
2.41K
+ 21.48%
$55.56 - $60.91 $134K - $147K
13.6K $801K
IJUL
Innovator Etfs Tr

ETFs
1.74K
+ 8.08%
$27.51 - $31.94 $47.8K - $55.5K
23.2K $742K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
672
+ 1.54%
$46.92 - $55.01 $31.5K - $37K
44.4K $2.41M
Innovator Etfs Trust
3.72K
+ 10.73%
N/A
38.4K $953K
APA
Apa Corp

Energy
7.77K
+ 42.13%
$14.03 - $21.24 $109K - $165K
26.2K $480K
LVHI
Franklin International Low Vol

ETFs
2.2K
+ 2.34%
$28.91 - $33.28 $63.6K - $73.2K
96.4K $3.14M
Innovator Etfs Trust
3.42K
+ 9.55%
N/A
39.2K $974K
Bondbloxx ETF Trust
1.13K
+ 8.82%
N/A
14K $714K
PECO
Phillips Edison & Company, Inc.

Real Estate
2.64K
+ 11.92%
$33.53 - $37.33 $88.6K - $98.6K
24.8K $868K
ARCC
Ares Capital Corp

Financial Services
344
+ 0.68%
$18.91 - $22.43 $6.51K - $7.72K
50.9K $1.12M
IRT
Independence Realty Trust, Inc.

Real Estate
230
+ 1.64%
$17.41 - $21.38 $4K - $4.92K
14.2K $252K
DVN
Devon Energy Corp

Energy
591
+ 4.56%
$26.8 - $37.92 $15.8K - $22.4K
13.6K $431K
XLE
Energy Sector Spdr

ETFs
456
+ 1.43%
$76.44 - $94.13 $34.9K - $42.9K
32.3K $2.74M
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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