HoldingsChannel.com
M Holdings Securities Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 214,086 +105,319 $55,181
     SPY214,086+105,319$55,181
APPLE INC 193,715 +153,667 $49,260
     AAPL193,715+153,667$49,260
NATIONAL HEALTHCARE CORP 242,831 +242,831 $17,418
     NHC242,831+242,831$17,418
ISHARES TR (IVV) 54,066 +43,624 $13,971
     IVV54,066+43,624$13,971
PACER FDS TR 477,714 +359,325 $12,903
     PTLC477,714+359,325$12,903
MICROSOFT CORP 81,581 +42,241 $12,866
     MSFT81,581+42,241$12,866
VANGUARD SCOTTSDALE FDS (VCIT) 136,720 +113,973 $11,907
     VCIT136,720+113,973$11,907
PIMCO ETF TR (BOND) 107,587 +76,925 $11,423
     BOND107,587+76,925$11,423
INVESCO QQQ TR 55,466 +14,286 $10,561
     QQQ55,466+14,286$10,561
WISDOMTREE TR 264,784 +240,991 $10,456
     DWM264,784+240,991$10,456
WISDOMTREE TR 127,613 +79,834 $10,329
     DLN127,613+79,834$10,329
SPDR SER TR (SPSM) 449,970 +449,970 $9,827
     SPSM449,970+449,970$9,827
SPDR SER TR (SPMD) 384,083 +384,083 $9,729
     SPMD384,083+384,083$9,729
PROCTER & GAMBLE CO 87,209 +65,972 $9,593
     PG87,209+65,972$9,593
NATIONAL HEALTH INVS INC 187,967 +187,967 $9,308
     NHI187,967+187,967$9,308
VANGUARD INDEX FDS (VNQ) 130,071 +85,433 $9,085
     VNQ130,071+85,433$9,085
WISDOMTREE TR 179,851 +167,283 $8,642
     DLS179,851+167,283$8,642
VANGUARD INDEX FDS (VTI) 61,230 +17,717 $7,893
     VTI61,230+17,717$7,893
SPDR SER TR (BIL) 81,330 +81,330 $7,452
     BIL81,330+81,330$7,452
ANALOG DEVICES INC 79,598 +799 $7,136
     ADI79,598+799$7,136
ISHARES TR (SHY) 77,836 +67,521 $6,746
     SHY77,836+67,521$6,746
ISHARES INC (IEMG) 151,630 +131,632 $6,136
     IEMG151,630+131,632$6,136
VANGUARD BD INDEX FDS (BSV) 73,869 +73,869 $6,071
     BSV73,869+73,869$6,071
VANGUARD INDEX FDS (VTV) 65,639 +36,320 $5,846
     VTV65,639+36,320$5,846
SPDR SER TR (SPSB) 189,812 +189,812 $5,742
     SPSB189,812+189,812$5,742
BERKSHIRE HATHAWAY INC DEL      $5,724
     BRK.B31,306+18,964$5,724
ISHARES TR (IJR) 95,789 +81,137 $5,375
     IJR95,789+81,137$5,375
VANGUARD INTL EQUITY INDEX F (VEU) 131,039 -28,292 $5,375
     VEU131,039-28,292$5,375
JOHNSON & JOHNSON 39,842 +19,705 $5,224
     JNJ39,842+19,705$5,224
ISHARES TR (IWB) 35,875 +4,600 $5,077
     IWB35,875+4,600$5,077
VANGUARD CHARLOTTE FDS (BNDX) 89,918 +89,918 $5,059
     BNDX89,918+89,918$5,059
ISHARES TR (IJH) 34,816 +23,761 $5,009
     IJH34,816+23,761$5,009
NVIDIA CORP 18,987 +83 $5,005
     NVDA18,987+83$5,005
PEOPLES UTD FINL INC 432,968 +24,991 $4,784
     PBCT432,968+24,991$4,784
PIMCO ETF TR (SMMU) 93,265 +93,265 $4,716
     SMMU93,265+93,265$4,716
ISHARES TR (IEF) 38,804 +38,804 $4,714
     IEF38,804+38,804$4,714
VANGUARD WORLD FDS (VAW) 47,302 +6,178 $4,552
     VAW47,302+6,178$4,552
JPMORGAN CHASE & CO 50,149 +20,057 $4,515
     JPM50,149+20,057$4,515
UNITED TECHNOLOGIES CORP 46,554 -738 $4,391
     UTX46,554-738$4,391
VISA INC 27,094 +6,621 $4,365
     V27,094+6,621$4,365
FRANKLIN ETF TR (FTSD) 44,548 +44,548 $4,223
     FTSD44,548+44,548$4,223
SHOPIFY INC 10,022 -228 $4,178
     SHOP10,022-228$4,178
FIRST TR EXCHANGE TRADED FD (FTSM) 70,423 +22,072 $4,157
     FTSM70,423+22,072$4,157
CISCO SYS INC 104,228 +30,630 $4,097
     CSCO104,228+30,630$4,097
ETF SER SOLUTIONS (BVAL) 310,108 +222,800 $4,084
     BVAL310,108+222,800$4,084
AT&T INC 138,569 +62,586 $4,039
     T138,569+62,586$4,039
ISHARES TR (IEFA) 79,937 +79,937 $3,988
     IEFA79,937+79,937$3,988
PACER FDS TR 140,409 +109,129 $3,978
     PTMC140,409+109,129$3,978
WALMART INC 34,868 +11,271 $3,962
     WMT34,868+11,271$3,962
BK OF AMERICA CORP 183,034 +112,735 $3,886
     BAC183,034+112,735$3,886

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 03/31/2020: $675,649
At 12/31/2019: $342,265

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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