HoldingsChannel.com
M Holdings Securities Inc. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 95,091 +2,880 $28,220
     SPY95,091+2,880$28,220
APPLE INC 55,278 +55,278 $12,381
     AAPL55,278+55,278$12,381
ASSURED GUARANTY LTD 224,717 -285 $9,991
     AGO224,717-285$9,991
ANALOG DEVICES INC 79,537 +79,537 $8,887
     ADI79,537+79,537$8,887
VANGUARD INTL EQUITY INDEX F (VEU) 147,568 +1,182 $7,364
     VEU147,568+1,182$7,364
DBX ETF TR (DBEF) 225,292 +18,269 $7,286
     DBEF225,292+18,269$7,286
INVESCO QQQ TR 37,206 -2,234 $7,025
     QQQ37,206-2,234$7,025
UNITED TECHNOLOGIES CORP 48,789 -2,835 $6,661
     UTX48,789-2,835$6,661
PEOPLES UTD FINL INC 407,977 UNCH $6,379
     PBCT407,977UNCH$6,379
MICROSOFT CORP 44,302 -2,104 $6,159
     MSFT44,302-2,104$6,159
VANGUARD INDEX FDS (VTI) 40,636 +601 $6,136
     VTI40,636+601$6,136
PROCTER & GAMBLE CO 46,474 -835 $5,780
     PG46,474-835$5,780
VANGUARD WORLD FDS (VAW) 38,900 +2,272 $4,916
     VAW38,900+2,272$4,916
WISDOMTREE TR 47,679 UNCH $4,724
     DLN47,679UNCH$4,724
ISHARES TR (IWB) 28,416 -1,471 $4,676
     IWB28,416-1,471$4,676
DIREXION SHS ETF TR (SPXL) 83,790 +17,300 $4,383
     SPXL83,790+17,300$4,383
EXXON MOBIL CORP 58,780 +1,779 $4,150
     XOM58,780+1,779$4,150
BERKSHIRE HATHAWAY INC DEL      $4,058
     BRK.B19,507+19,507$4,058
CISCO SYS INC 80,965 -3,034 $4,000
     CSCO80,965-3,034$4,000
VANGUARD INDEX FDS (VNQ) 42,818 +370 $3,993
     VNQ42,818+370$3,993
PACER FDS TR 127,089 +38,119 $3,949
     PTLC127,089+38,119$3,949
NVIDIA CORP 21,747 +997 $3,786
     NVDA21,747+997$3,786
JPMORGAN CHASE & CO 31,900 -966 $3,754
     JPM31,900-966$3,754
VISA INC 21,199 -1,788 $3,647
     V21,199-1,788$3,647
PIMCO ETF TR (BOND) 30,782 +30,782 $3,352
     BOND30,782+30,782$3,352
SPDR SERIES TRUST (FLRN) 108,479 +4,112 $3,337
     FLRN108,479+4,112$3,337
JOHNSON & JOHNSON 24,479 -2,942 $3,167
     JNJ24,479-2,942$3,167
SHOPIFY INC 10,026 -42 $3,125
     SHOP10,026-42$3,125
FIRST TR EXCHANGE TRADED FD (FTSM) 51,068 -3,696 $3,068
     FTSM51,068-3,696$3,068
ISHARES TR (IWM) 20,266 -776 $3,067
     IWM20,266-776$3,067
WALMART INC 25,349 -332 $3,008
     WMT25,349-332$3,008
HONEYWELL INTL INC 17,009 -1,536 $2,878
     HON17,009-1,536$2,878
ISHARES TR (IVW) 15,844 -1,329 $2,852
     IVW15,844-1,329$2,852
PEPSICO INC 20,683 -1,269 $2,836
     PEP20,683-1,269$2,836
FACEBOOK INC 15,611 -2,023 $2,780
     FB15,611-2,023$2,780
ISHARES TR (IVE) 22,100 -1,062 $2,633
     IVE22,100-1,062$2,633
AT&T INC 69,539 +2,481 $2,631
     T69,539+2,481$2,631
CHEVRON CORP NEW 22,154 -1,325 $2,627
     CVX22,154-1,325$2,627
VANGUARD INDEX FDS (VTV) 23,101 +6,185 $2,579
     VTV23,101+6,185$2,579
BANK AMER CORP 87,445 +87,445 $2,551
     BAC87,445+87,445$2,551
COCA COLA CO 46,820 -2,353 $2,549
     KO46,820-2,353$2,549
ISHARES TR (IGSB) 45,552 +1,409 $2,445
     IGSB45,552+1,409$2,445
NORTHERN LTS FD TR IV 81,962 +2,700 $2,275
     BLES81,962+2,700$2,275
VANGUARD INDEX FDS (VUG) 13,674 +637 $2,274
     VUG13,674+637$2,274
ISHARES TR (IJH) 11,595 -289 $2,240
     IJH11,595-289$2,240
ISHARES TR (AOK) 59,976 +461 $2,139
     AOK59,976+461$2,139
VANGUARD GROUP (VIG) 17,640 +463 $2,109
     VIG17,640+463$2,109
CVS HEALTH CORP 33,356 -3,891 $2,104
     CVS33,356-3,891$2,104
VANGUARD INTL EQUITY INDEX F (VWO) 52,247 -259 $2,103
     VWO52,247-259$2,103
VERIZON COMMUNICATIONS INC 33,724 +2,060 $2,036
     VZ33,724+2,060$2,036

See Full List: All Stocks Held By M Holdings Securities Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By M Holdings Securities Inc.

Size ($ in 1000's)
At 09/30/2019: $326,037
At 06/30/2019: $295,591

Combined Holding Report Includes:
M Holdings Securities Inc.
M Financial Asset Management Inc.
M Financial Asset Management Inc.

M Holdings Securities Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from M Holdings Securities Inc. 13F filings. Link to 13F filings: SEC filings

M Holdings Securities Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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