M Holdings Securities, Inc. Incresed Positions 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
IEF
Ishares Barclays

ETFs
16K
+ 47.4%
$91.17 - $95.39 $1.46M - $1.53M
49.8K $4.75M
VTV
Vanguard Value ETF

ETFs
6.63K
+ 5.14%
$167.73 - $179.21 $1.11M - $1.19M
135K $23.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
12.2K
+ 5.88%
$79.17 - $82.04 $963K - $998K
219K $17.9M
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
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
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
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
Innovator Etfs Trust
11.4K
+ 57.58%
N/A
31.1K $1.44M
WMT
Walmart Inc.

Consumer Defensive
6.1K
+ 14.95%
$84.5 - $105.05 $515K - $640K
46.9K $4.11M
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
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
JPM
Jpmorgan Chase & CO

Financial Services
435
+ 1.68%
$225.19 - $279.95 $98K - $122K
26.3K $6.44M
VEU
Vanguard Ftse All World Ex Us

ETFs
2.76K
+ 11.26%
$56.51 - $62.98 $156K - $174K
27.3K $1.65M
NEM
Newmont Corp

Basic Materials
1.09K
+ 6.21%
$37.79 - $48.39 $41.1K - $52.6K
18.6K $898K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.39K
+ 27.64%
$51.45 - $58.51 $329K - $374K
29.5K $1.53M
PECO
Phillips Edison & Company, Inc.

Real Estate
5.9K
+ 36.3%
$34.43 - $37.49 $203K - $221K
22.2K $809K
Goldman Sachs ETF Tr
6.16K
+ 29.21%
N/A
27.3K $1.22M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.19K
+ 16.68%
$27.01 - $28.54 $140K - $148K
36.3K $1.02M
GBDC
Golub Capital Bdc, Inc.

Financial Services
11.1K
+ 3.29%
$14.46 - $15.96 $160K - $177K
349K $5.28M
BNDX
Vanguard Total International B

ETFs
3.7K
+ 3.35%
$48.33 - $49.5 $179K - $183K
114K $5.58M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.92K
+ 7.2%
$56.17 - $59.71 $164K - $174K
43.5K $2.48M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.75K
+ 12.56%
$71.17 - $73.66 $125K - $129K
15.7K $1.15M
MO
Altria Group, Inc.

Consumer Defensive
1.12K
+ 11.11%
$50.81 - $60.02 $57.1K - $67.4K
11.2K $674K
HD
Home Depot, Inc.

Consumer Cyclical
1K
+ 9.98%
$347.25 - $424.87 $347K - $425K
11K $4.04M
IJUL
Innovator Etfs Tr

ETFs
3.77K
+ 21.24%
$27.58 - $29.96 $104K - $113K
21.5K $626K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.93K
+ 19.2%
$82.81 - $92.93 $160K - $180K
12K $1.02M
KJUL
Innovator U.S. Small Cap Power

Technology
6.25K
+ 21.04%
$27.83 - $30.18 $174K - $189K
36K $1.01M
LNC
Lincoln National Corp

Financial Services
233
+ 0.8%
$30.06 - $39.23 $7K - $9.14K
29.3K $1.05M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.44K
+ 13.34%
$57.21 - $65.8 $197K - $226K
29.2K $1.7M
EBAY
Ebay Inc

Consumer Cyclical
205
+ 1.65%
$61.61 - $70.93 $12.6K - $14.5K
12.6K $856K
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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