M Holdings Securities, Inc. has disclosed 304 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-06-30. The current portfolio value is calculated to be $768.00 Mil. The turnover rate is 52%.
In M Holdings Securities, Inc.'s current portfolio as of 2024-06-30, the top 5 holdings are
S&P 500 ETF TRUST ETF (SPY), Apple Inc (AAPL), INVESCO QQQ Trust (QQQ), Dimensional US Marketwide Value ETF (DFUV), Dimensional International Value ETF (DFIV), not including call and put options.
M Holdings Securities, Inc. did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for M Holdings Securities, Inc., as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for M Holdings Securities, Inc., which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for M Holdings Securities, Inc..