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
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
Innovator Etfs Trust
1.56K
+ 5.01%
N/A
32.6K $1.66M
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
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
APA
Apa Corp

Energy
7.77K
+ 42.13%
$14.03 - $21.24 $109K - $165K
26.2K $480K
Innovator Etfs Trust
3.72K
+ 10.73%
N/A
38.4K $953K
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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