HoldingsChannel.com
M Holdings Securities Inc. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 92,211 +13,628 $27,018
     SPY92,211+13,628$27,018
ASSURED GUARANTY LTD 225,002 +10,714 $9,468
     AGO225,002+10,714$9,468
VANGUARD INTL EQUITY INDEX F (VEU) 146,386 +146,386 $7,464
     VEU146,386+146,386$7,464
INVESCO QQQ TR 39,440 -2,873 $7,365
     QQQ39,440-2,873$7,365
PEOPLES UTD FINL INC 407,977 +798 $6,846
     PBCT407,977+798$6,846
UNITED TECHNOLOGIES CORP 51,624 -13,659 $6,721
     UTX51,624-13,659$6,721
DBX ETF TR (DBEF) 207,023 +15,777 $6,544
     DBEF207,023+15,777$6,544
MICROSOFT CORP 46,406 +1,200 $6,217
     MSFT46,406+1,200$6,217
VANGUARD INDEX FDS (VTI) 40,035 +5,720 $6,009
     VTI40,035+5,720$6,009
PROCTER AND GAMBLE CO 47,309 -26,992 $5,187
     PG47,309-26,992$5,187
ISHARES TR (IWB) 29,887 +3,186 $4,865
     IWB29,887+3,186$4,865
VANGUARD WORLD FDS (VAW) 36,628 +1,418 $4,696
     VAW36,628+1,418$4,696
WISDOMTREE TR 47,679 +1,023 $4,620
     DLN47,679+1,023$4,620
CISCO SYS INC 83,999 +16,955 $4,597
     CSCO83,999+16,955$4,597
EXXON MOBIL CORP 57,001 +1,793 $4,368
     XOM57,001+1,793$4,368
VISA INC 22,987 +3,776 $3,989
     V22,987+3,776$3,989
JOHNSON & JOHNSON 27,421 +565 $3,819
     JNJ27,421+565$3,819
VANGUARD INDEX FDS (VNQ) 42,448 +34 $3,710
     VNQ42,448+34$3,710
JPMORGAN CHASE & CO 32,866 -26,017 $3,674
     JPM32,866-26,017$3,674
DIREXION SHS ETF TR (SPXL) 66,490 +45,490 $3,414
     SPXL66,490+45,490$3,414
NVIDIA CORP 20,750 +1,824 $3,408
     NVDA20,750+1,824$3,408
FACEBOOK INC 17,634 -43 $3,403
     FB17,634-43$3,403
FIRST TR EXCHANGE TRADED FD (FTSM) 54,764 +6,450 $3,289
     FTSM54,764+6,450$3,289
ISHARES TR (IWM) 21,042 -435 $3,272
     IWM21,042-435$3,272
HONEYWELL INTL INC 18,545 -3,534 $3,238
     HON18,545-3,534$3,238
SPDR SERIES TRUST (FLRN) 104,367 +36,396 $3,207
     FLRN104,367+36,396$3,207
ISHARES TR (IVW) 17,173 -4,073 $3,078
     IVW17,173-4,073$3,078
SHOPIFY INC 10,068 +26 $3,022
     SHOP10,068+26$3,022
CHEVRON CORP NEW 23,479 -3,558 $2,922
     CVX23,479-3,558$2,922
PEPSICO INC 21,952 -28,709 $2,879
     PEP21,952-28,709$2,879
WALMART INC 25,681 +3,370 $2,837
     WMT25,681+3,370$2,837
PACER FDS TR 88,970 +16,303 $2,723
     PTLC88,970+16,303$2,723
ISHARES TR (IVE) 23,162 +3,292 $2,700
     IVE23,162+3,292$2,700
COCA COLA CO 49,173 -349 $2,504
     KO49,173-349$2,504
ISHARES TR (IGSB) 44,143 +3,401 $2,359
     IGSB44,143+3,401$2,359
ISHARES TR (IJH) 11,884 +155 $2,309
     IJH11,884+155$2,309
PFIZER INC 52,401 +12,550 $2,270
     PFE52,401+12,550$2,270
AT&T INC 67,058 -65,865 $2,247
     T67,058-65,865$2,247
NORTHERN LTS FD TR IV 79,262 +3,661 $2,234
     BLES79,262+3,661$2,234
VANGUARD INTL EQUITY INDEX F (VWO) 52,506 +52,506 $2,233
     VWO52,506+52,506$2,233
PAYPAL HLDGS INC 19,213 +601 $2,199
     PYPL19,213+601$2,199
VIRTU FINL INC 100,000 UNCH $2,178
     VIRT100,000UNCH$2,178
VANGUARD INDEX FDS (VUG) 13,037 +195 $2,130
     VUG13,037+195$2,130
ISHARES TR (AOK) 59,515 +4,601 $2,106
     AOK59,515+4,601$2,106
CVS HEALTH CORP 37,247 +5,331 $2,030
     CVS37,247+5,331$2,030
ISHARES TR (IGE) 65,762 +128 $2,019
     IGE65,762+128$2,019
INVESCO EXCHANGE TRADED FD T (PRF) 17,049 +17,049 $1,989
     PRF17,049+17,049$1,989
VANGUARD GROUP (VIG) 17,177 -1,999 $1,978
     VIG17,177-1,999$1,978
MERCK & CO INC 23,007 +340 $1,929
     MRK23,007+340$1,929
SPDR SERIES TRUST (SDY) 19,079 +2,163 $1,925
     SDY19,079+2,163$1,925

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 06/30/2019: $295,591
At 03/31/2019: $432,235

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

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.