M Holdings Securities, Inc. Incresed Positions in Q2 2025

M Holdings Securities, Inc.

  • $583 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
11.4K
+ 7.87%
$496.48 - $617.85 $5.65M - $7.03M
156K $96.3M
NVDA
Nvidia Corp

Technology
51.6K
+ 50.25%
$94.31 - $157.99 $4.86M - $8.15M
154K $24.4M
DFAX
Dimensional ETF Tr
421K
+ 1821.04%
$23.37 - $29.39 $9.84M - $12.4M
444K $13M
TSLA
Tesla, Inc.

Consumer Cyclical
34.4K
+ 161.54%
$221.86 - $362.89 $7.63M - $12.5M
55.7K $17.9M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
277K
+ 1517.07%
$29.12 - $35.84 $8.07M - $9.93M
295K $10.5M
DFAS
Dimensional ETF Tr U S Small C

ETFs
86.2K
+ 681.82%
$52.31 - $63.72 $4.51M - $5.49M
98.8K $6.3M
META
Meta Platforms, Inc.

Communication Services
4.56K
+ 38.67%
$484.66 - $738.09 $2.21M - $3.37M
16.4K $12.1M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
102K
+ 112.8%
$36.25 - $42.28 $3.71M - $4.33M
193K $8.15M
GLD
Spdr Gold Trust

ETFs
13.3K
+ 70.35%
$273.71 - $316.29 $3.64M - $4.2M
32.2K $9.77M
GOOGL
Alphabet Inc.

Communication Services
17.6K
+ 40.6%
$144.7 - $178.6 $2.55M - $3.14M
60.9K $10.8M
PLTR
Palantir Technologies Inc.

Technology
14.4K
+ 58.53%
$74.01 - $144.25 $1.07M - $2.08M
39K $5.21M
AVGO
Broadcom Inc.

Technology
4.99K
+ 30.93%
$146.29 - $275.65 $730K - $1.38M
21.1K $5.81M
XOM
Exxon Mobil Corp

Energy
31.3K
+ 97.45%
$99.93 - $119.04 $3.13M - $3.73M
63.5K $6.89M
IEFA
Ishares Tr

ETFs
25.4K
+ 156.31%
$67.83 - $84.09 $1.72M - $2.14M
41.7K $3.47M
PIE
Invesco Exchange Traded Fd Tr

ETFs
34.2K
+ 9.05%
$15.45 - $20.94 $528K - $716K
412K $8.62M
VCIT
Vanguard Intermediate Term Cor

ETFs
17.3K
+ 7.92%
$79.56 - $82.92 $1.38M - $1.44M
236K $19.6M
Ishares Bitcoin Trust ETF
20.6K
+ 98.0%
N/A
41.7K $2.55M
JEPI
J P Morgan Exchange Traded Fd

ETFs
26.2K
+ 60.26%
$51.14 - $57.0 $1.34M - $1.49M
69.6K $3.95M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
15.9K
+ 53.31%
$71.28 - $83.74 $1.13M - $1.33M
45.6K $3.81M
GOOG
Alphabet Inc.

Communication Services
3.51K
+ 9.45%
$146.58 - $180.01 $514K - $631K
40.6K $7.2M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
22.4K
+ 75.89%
$45.88 - $54.4 $1.03M - $1.22M
51.9K $2.82M
IEMG
Ishares Inc

ETFs
18.4K
+ 151.78%
N/A
30.4K $1.82M
SMB
Vaneck Short Muni ETF

ETFs
62.2K
+ 10.15%
$16.86 - $17.26 $1.05M - $1.07M
675K $11.7M
PYPL
Pay Pal Holdings, Inc.

Financial Services
11K
+ 32.24%
$57.41 - $74.81 $634K - $826K
45.3K $3.36M
DUK
Duke Energy Corp

Utilities
9.32K
+ 91.53%
$112.46 - $124.05 $1.05M - $1.16M
19.5K $2.28M
UBER
Uber Technologies, Inc

Technology
8.53K
+ 69.03%
$64.62 - $93.3 $551K - $796K
20.9K $1.93M
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
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
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
8.86K
+ 57.7%
$40.51 - $71.03 $359K - $629K
24.2K $1.7M
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
V
Visa Inc.

Financial Services
2.26K
+ 12.16%
$308.27 - $373.31 $697K - $844K
20.9K $7.38M
DISV
Dimensional ETF Tr Dimensional

ETFs
15.6K
+ 20.35%
$25.93 - $32.91 $404K - $513K
92.1K $3.03M
SPSB
Spdr Portfolio Short Term Corp

ETFs
23.1K
+ 4.5%
$29.82 - $30.19 $687K - $696K
535K $16.1M
SPMD
Spdr Portfolio

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

ETFs
12.2K
+ 31.5%
$35.77 - $42.27 $435K - $514K
50.7K $2.14M
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
VAW
Vanguard Materials ETF

ETFs
1.21K
+ 3.0%
$163.82 - $196.64 $199K - $239K
41.6K $8.1M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
11.5K
+ 6.2%
$27.29 - $29.28 $314K - $337K
197K $5.77M
BOND
Pimco Active Bond Exchange Tra

ETFs
4.67K
+ 3.81%
$89.87 - $92.93 $420K - $434K
127K $11.7M
FIW
First Trust Water ETF

ETFs
1.1K
+ 4.46%
$90.26 - $108.05 $98.9K - $118K
25.7K $2.77M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.32K
+ 41.16%
$34.72 - $42.74 $185K - $228K
18.3K $780K
VTWO
Vanguard Russell 2000 ETF

ETFs
1.72K
+ 11.01%
$70.56 - $87.22 $121K - $150K
17.3K $1.51M
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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