M Holdings Securities, Inc. New Holdings in Q2 2025

M Holdings Securities, Inc.

  • $583 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NHI
National Health Investors Inc

Real Estate
517K
New
$68.74 - $76.77 $35.5M - $39.7M
517K $36.6M
DFAU
Dimensional ETF Tr

ETFs
225K
New
$34.04 - $42.36 $7.67M - $9.54M
225K $9.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
83.8K
New
$58.41 - $72.69 $4.9M - $6.09M
83.8K $6.09M
PNFP
Pinnacle Financial Partners Inc

Financial Services
53.3K
New
$87.19 - $111.51 $4.64M - $5.94M
53.3K $5.84M
DFAT
Dimensional ETF Tr U S Target

ETFs
105K
New
$44.8 - $53.97 $4.69M - $5.65M
105K $5.65M
Dimensional ETF Trust
68K
New
N/A
68K $4.67M
DUHP
Dimensional ETF Tr Dimensional

ETFs
103K
New
$29.36 - $35.56 $3.03M - $3.67M
103K $3.64M
CRM
Salesforce, Inc.

Technology
11K
New
$236.26 - $291.15 $2.59M - $3.2M
11K $3M
QUAL
Ishares Msci Usa Quality Facto

ETFs
14.5K
New
$152.42 - $182.82 $2.22M - $2.66M
14.5K $2.65M
DFIV
Dimensional ETF Tr

ETFs
55.3K
New
$34.67 - $43.21 $1.92M - $2.39M
55.3K $2.37M
TEQI
T Rowe Price Exchange Traded F

Technology
46.9K
New
$36.8 - $42.54 $1.72M - $1.99M
46.9K $1.99M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
19K
New
$85.42 - $94.39 $1.62M - $1.8M
19K $1.77M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
20.7K
New
$77.94 - $79.5 $1.61M - $1.64M
20.7K $1.64M
Pimco ETF Tr
53.9K
New
N/A
53.9K $1.43M
DIHP
Dimensional ETF Tr Dimensional

ETFs
42K
New
$24.32 - $29.74 $1.02M - $1.25M
42K $1.24M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
17.4K
New
$59.24 - $71.39 $1.03M - $1.24M
17.4K $1.23M
PSI
Invesco Exchange Traded Fd Tr

ETFs
20.3K
New
$39.29 - $60.31 $799K - $1.23M
20.3K $1.22M
PLD
Prologis, Inc.

Real Estate
11.4K
New
$89.76 - $112.34 $1.03M - $1.28M
11.4K $1.21M
Qxo Inc
57.1K
New
N/A
57.1K $1.19M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
11.8K
New
$100.04 - $100.54 $1.18M - $1.18M
11.8K $1.19M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
27.4K
New
$33.13 - $40.67 $907K - $1.11M
27.4K $1.11M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
29.6K
New
$35.3 - $37.51 $1.04M - $1.11M
29.6K $1.11M
Dimensional ETF Trust
35.7K
New
N/A
35.7K $1.1M
DBE
Invesco Db Energy Fund

ETFs
54.4K
New
$16.8 - $20.54 $915K - $1.12M
54.4K $1.02M
ENB
Enbridge Inc

Energy
22.2K
New
$41.09 - $47.16 $912K - $1.05M
22.2K $1M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
33.7K
New
$23.4 - $29.68 $789K - $1M
33.7K $997K
MDT
Medtronic PLC

Healthcare
11.5K
New
$80.68 - $88.86 $932K - $1.03M
11.5K $995K
CGUS
Capital Group Core Equity ETF
24.3K
New
$29.93 - $36.93 $727K - $897K
24.3K $895K
AGOX
Starboard Invt Tr

ETFs
30K
New
$23.19 - $29.58 $696K - $887K
30K $887K
DFAR
Dimensional ETF Tr Dimensional

ETFs
37.7K
New
$20.99 - $23.93 $792K - $903K
37.7K $880K
NEE
Nextera Energy Inc

Utilities
12.4K
New
$64.11 - $75.0 $797K - $933K
12.4K $870K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
15.6K
New
$43.53 - $54.46 $678K - $849K
15.6K $845K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
30.2K
New
$22.25 - $28.0 $671K - $845K
30.2K $843K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
18.1K
New
$45.12 - $46.23 $816K - $836K
18.1K $834K
FBK
Fb Financial Corp

Financial Services
17.5K
New
$39.93 - $46.97 $698K - $822K
17.5K $794K
PINS
Pinterest, Inc.

Communication Services
21.4K
New
$24.21 - $35.95 $517K - $768K
21.4K $768K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
10.2K
New
$60.34 - $74.89 $615K - $763K
10.2K $760K
CGGR
Capital Group Growth ETF Shs C

ETFs
17.5K
New
$30.53 - $40.65 $535K - $712K
17.5K $709K
MIN
Mfs Intermediate Income Trust

Financial Services
261K
New
$2.63 - $2.72 $686K - $709K
261K $703K
RFG
Invesco Exchange Traded Fd Tr

ETFs
14K
New
$39.08 - $48.9 $546K - $683K
14K $681K
XLG
Invesco Exchange Traded Fd Tr

ETFs
12.6K
New
$40.94 - $52.1 $517K - $657K
12.6K $656K
XTEN
Bondbloxx ETF Tr Bloomberg 10
13.9K
New
N/A
13.9K $638K
Capital Grp Fixed Incm ETF T
24.1K
New
N/A
24.1K $632K
DFAE
Dimensional ETF Tr

ETFs
21.5K
New
$22.87 - $28.95 $492K - $622K
21.5K $620K
PJUN
Innovator U.S. Equity Power Bu

ETFs
14K
New
$34.48 - $39.76 $482K - $555K
14K $555K
PSJ
Invesco Exchange Traded Fd Tr

ETFs
10K
New
N/A
10K $492K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
15.2K
New
$28.02 - $32.37 $426K - $492K
15.2K $484K
DFIS
Dimensional ETF Tr Dimensional

ETFs
16.1K
New
$23.2 - $29.84 $375K - $482K
16.1K $480K
TCHP
T Rowe Price Exchange Traded F

Technology
10.2K
New
$34.07 - $45.35 $349K - $465K
10.2K $464K
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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