M Holdings Securities, Inc. Reduced Holdings in Q1 2025

M Holdings Securities, Inc.

  • $601 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-581
- 2.66%
$222.15 - $428.22 $129K - $249K
21.3K $5.52M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-4.75K
- 27.95%
$302.31 - $337.54 $1.43M - $1.6M
12.2K $3.75M
VONE
Vanguard Russell 1000 ETF

ETFs
-1.9K
- 9.82%
$250.16 - $278.79 $475K - $529K
17.4K $4.43M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-8.39K
- 26.11%
$85.29 - $92.57 $716K - $777K
23.8K $2.16M
SPMD
Spdr Portfolio

ETFs
-1.44K
- 0.99%
$50.21 - $57.73 $72.5K - $83.3K
144K $7.36M
FTSD
Franklin ETF Tr Liberty Short

ETFs
-4.11K
- 9.92%
$90.09 - $90.89 $370K - $373K
37.3K $3.38M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-667
- 0.92%
$40.03 - $46.81 $26.7K - $31.2K
72.2K $2.94M
IWM
Ishares Russell 2000 ETF

ETFs
-220
- 1.69%
$198.1 - $229.79 $43.6K - $50.6K
12.8K $2.56M
CMCSA
Comcast Corp

Communication Services
-6.14K
- 19.77%
$33.19 - $38.23 $204K - $235K
24.9K $920K
OXY
Occidental Petroleum Corp

Energy
-4.54K
- 23.8%
$45.45 - $52.7 $206K - $239K
14.5K $718K
PFE
Pfizer Inc

Healthcare
-1.8K
- 2.22%
$25.01 - $27.13 $45K - $48.8K
79K $2M
Innovator Etfs Trust
-1.11K
- 4.99%
N/A
21.1K $1.01M
DVN
Devon Energy Corp

Energy
-4.96K
- 27.67%
$33.15 - $38.55 $164K - $191K
13K $485K
VNQ
Vanguard Specialized Funds Van

ETFs
-902
- 6.72%
$85.55 - $94.34 $77.2K - $85.1K
12.5K $1.13M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-2.65K
- 18.46%
$20.7 - $21.15 $54.9K - $56.1K
11.7K $243K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.8K
- 8.13%
$59.28 - $66.1 $107K - $119K
20.3K $1.29M
HMC
Honda Motor CO LTD

Consumer Cyclical
-800
- 5.43%
$26.9 - $30.41 $21.5K - $24.3K
13.9K $378K
CSCO
Cisco Systems, Inc.

Technology
-1.97K
- 6.22%
$58.74 - $64.87 $116K - $128K
29.7K $1.83M
PHR
Phreesia, Inc.

Healthcare
-1.84K
- 12.4%
$21.97 - $30.01 $40.4K - $55.2K
13K $332K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
-1.36K
- 10.85%
$36.46 - $39.9 $49.4K - $54.1K
11.1K $426K
FSK
Fs Kkr Capital Corp

Financial Services
-340
- 0.84%
$20.47 - $24.06 $6.96K - $8.18K
40.2K $843K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-3.55K
- 7.68%
N/A
42.7K $1.52M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-270
- 1.43%
$25.77 - $27.6 $6.96K - $7.45K
18.7K $496K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-165
- 1.26%
$37.07 - $40.63 $6.12K - $6.7K
12.9K $509K
IRT
Independence Realty Trust, Inc.

Real Estate
-500
- 3.45%
$18.23 - $21.8 $9.12K - $10.9K
14K $297K
BMY
Bristol Myers Squibb CO

Healthcare
-580
- 4.75%
$53.9 - $63.11 $31.3K - $36.6K
11.6K $709K
CTRA
Coterra Energy Inc.

Energy
-183
- 1.17%
$25.51 - $29.83 $4.67K - $5.46K
15.4K $445K
PDI
Pimco Dynamic Income Fund

Financial Services
-350
- 0.72%
$18.51 - $20.05 $6.48K - $7.02K
48.4K $959K
IEFA
Ishares Tr

ETFs
-211
- 1.28%
$69.57 - $78.65 $14.7K - $16.6K
16.3K $1.23M
XLE
Energy Sector Spdr

ETFs
-1.35K
- 4.05%
$85.7 - $93.96 $115K - $127K
31.9K $2.98M
VZ
Verizon Communications Inc

Communication Services
-6.53K
- 7.7%
$37.81 - $46.49 $247K - $304K
78.3K $3.55M
CVS
Cvs Health Corp

Healthcare
-611
- 5.61%
$44.22 - $68.64 $27K - $41.9K
10.3K $697K
T
At&T Inc.

Communication Services
-12K
- 10.24%
$21.56 - $28.28 $259K - $340K
105K $2.98M
IAU
Ishares Gold Trust

ETFs
-15
- 0.04%
$49.74 - $58.96 $746 - $884
37.3K $2.2M
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
Track This Portfolio

Track M Holdings Securities, Inc. Portfolio

Follow M Holdings Securities, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of M Holdings Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on M Holdings Securities, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email