M Holdings Securities, Inc. Portfolio Holdings
M Holdings Securities, Inc.
- $620 Million
- Q4 2024
M Holdings Securities, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $620 Million distributed in 137 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $66.4M, Invesco Qqq Trust, Series 1 with a value of $61M, Ishares Core S&P 500 ETF with a value of $60M, Vanguard Value ETF with a value of $21.8M, and Ishares Core S&P Sm Cap ETF with a value of $17.3M.
Examining the 13F form we can see an decrease of $6.6B in the current position value, from $7.22B to 620M.
M Holdings Securities, Inc. is based out at Portland, OR
Below you can find more details about M Holdings Securities, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 137
- Current Value $620 Million
- Prior Value $7.22 Billion
- Filing
- Period Q4 2024
- Filing Date February 13, 2025
- Form Type 13F-HR/A
- Activity in Q4 2024
- New Purchases 0 stocks
- Additional Purchases 133 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks