HoldingsChannel.com
M Holdings Securities Inc. Top Holdings
As of  09/30/2022, below is a summary of the M Holdings Securities Inc. top holdings by largest position size, as per the latest 13f filing made by M Holdings Securities Inc.. In the M Holdings Securities Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by M Holdings Securities Inc. in that top holding, then the share count change between reporting periods, and finally the M Holdings Securities Inc. top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 181,612 +8,419 $64,868
     SPY181,612+8,419$64,868
ISHARES TR (IVV) 136,358 -19,232 $48,905
     IVV136,358-19,232$48,905
DIMENSIONAL ETF TRUST (DFAC) 1,413,149 -4,153 $31,428
     DFAC1,413,149-4,153$31,428
APPLE INC 210,749 -5,983 $29,125
     AAPL210,749-5,983$29,125
INVESCO QQQ TR 93,061 -5,997 $24,871
     QQQ93,061-5,997$24,871
WISDOMTREE TR 347,789 +27,479 $19,219
     DLN347,789+27,479$19,219
DIMENSIONAL ETF TRUST (DFAX) 938,321 -47,099 $17,725
     DFAX938,321-47,099$17,725
AMAZON COM INC 148,592 -1,253 $16,791
     AMZN148,592-1,253$16,791
WISDOMTREE TR 380,018 +144,432 $15,258
     DWM380,018+144,432$15,258
WISDOMTREE TR 261,129 +58,426 $13,432
     DLS261,129+58,426$13,432
ASSURED GUARANTY LTD 276,672 UNCH $13,405
     AGO276,672UNCH$13,405
FRANKLIN ETF TR (FTSD) 145,755 -36,613 $13,081
     FTSD145,755-36,613$13,081
MICROSOFT CORP 55,856 -1,460 $13,009
     MSFT55,856-1,460$13,009
ISHARES TR (IJR) 145,150 -15,227 $12,656
     IJR145,150-15,227$12,656
ISHARES TR (IEF) 127,900 +1,414 $12,277
     IEF127,900+1,414$12,277
SPDR SER TR (SPSB) 413,435 -104,654 $12,081
     SPSB413,435-104,654$12,081
VANGUARD INDEX FDS (VTV) 97,039 -12,259 $11,982
     VTV97,039-12,259$11,982
VANGUARD SCOTTSDALE FDS (VCIT) 157,840 -35,014 $11,945
     VCIT157,840-35,014$11,945
ISHARES TR (QUAL) 104,481 -16,760 $10,860
     QUAL104,481-16,760$10,860
VANGUARD INDEX FDS (VOO) 32,319 +861 $10,610
     VOO32,319+861$10,610
VANGUARD INDEX FDS (VNQ) 131,599 +19,887 $10,550
     VNQ131,599+19,887$10,550
VANECK ETF TRUST (SMB) 573,190 -135,314 $9,532
     SMB573,190-135,314$9,532
INVESCO EXCH TRADED FD TR II (BKLN) 471,912 -55,284 $9,528
     BKLN471,912-55,284$9,528
NVIDIA CORPORATION 78,485 -252 $9,527
     NVDA78,485-252$9,527
PIMCO ETF TR (BOND) 97,559 -24,401 $8,753
     BOND97,559-24,401$8,753
BERKSHIRE HATHAWAY INC DEL      $8,335
     BRK.B20,561-8$5,490
     BRK.A7UNCH$2,845
SPDR GOLD TR (GLD) 53,131 -1,195 $8,218
     GLD53,131-1,195$8,218
SPDR SER TR (SPMD) 210,331 -26,266 $8,110
     SPMD210,331-26,266$8,110
EXXON MOBIL CORP 91,039 +3,473 $7,949
     XOM91,039+3,473$7,949
FRANKLIN TEMPLETON ETF TR (FLQL) 208,020 -47,033 $7,616
     FLQL208,020-47,033$7,616
INVESCO EXCH TRADED FD TR II (QQQJ) 325,274 -64,615 $7,205
     QQQJ325,274-64,615$7,205
RAYTHEON TECHNOLOGIES CORP 87,457 +13,107 $7,159
     RTX87,457+13,107$7,159
VANGUARD INDEX FDS (VTI) 38,810 +1,415 $6,965
     VTI38,810+1,415$6,965
SELECT SECTOR SPDR TR (XLE) 93,006 -1,057 $6,698
     XLE93,006-1,057$6,698
VANGUARD WORLD FDS (VAW) 39,359 -4,146 $5,842
     VAW39,359-4,146$5,842
TESLA INC 22,007 +14,567 $5,837
     TSLA22,007+14,567$5,837
M & T BK CORP 29,807 UNCH $5,256
     MTB29,807UNCH$5,256
PROCTER AND GAMBLE CO 41,360 -344 $5,222
     PG41,360-344$5,222
VANGUARD CHARLOTTE FDS (BNDX) 107,908 -17,938 $5,150
     BNDX107,908-17,938$5,150
GOLDMAN SACHS ETF TR (GSIE) 204,506 -40,830 $5,062
     GSIE204,506-40,830$5,062
ALPHABET INC 47,621 +45,181 $4,579
     GOOG47,621+45,181$4,579
VANGUARD INDEX FDS (VO) 22,735 -1,649 $4,274
     VO22,735-1,649$4,274
JPMORGAN CHASE & CO 39,899 -256 $4,169
     JPM39,899-256$4,169
ISHARES TR (SCZ) 85,017 -14,508 $4,147
     SCZ85,017-14,508$4,147
VANECK ETF TRUST (ANGL) 156,622 -22,126 $4,108
     ANGL156,622-22,126$4,108
CHEVRON CORP NEW 28,299 -132 $4,066
     CVX28,299-132$4,066
JOHNSON & JOHNSON 24,356 -506 $3,979
     JNJ24,356-506$3,979
CROWN CASTLE INC 27,003 -28 $3,903
     CCI27,003-28$3,903
DIMENSIONAL ETF TRUST (DFAI) 180,366 +28,485 $3,890
     DFAI180,366+28,485$3,890
DIMENSIONAL ETF TRUST (DFUV) 129,125 +1,176 $3,823
     DFUV129,125+1,176$3,823

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 09/30/2022: $904,705
At 06/30/2022: $987,574

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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