HoldingsChannel.com
M Holdings Securities Inc. Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 78,583 +22,305 $22,198
     SPY78,583+22,305$22,198
APPLE INC 66,570 +3,877 $12,645
     AAPL66,570+3,877$12,645
AMAZON COM INC 6,642 +3,450 $11,828
     AMZN6,642+3,450$11,828
ASSURED GUARANTY LTD 214,288 +285 $9,521
     AGO214,288+285$9,521
UNITED TECHNOLOGIES CORP 65,283 +6,946 $8,414
     UTX65,283+6,946$8,414
PROCTER AND GAMBLE CO 74,301 +29,427 $7,731
     PG74,301+29,427$7,731
INVESCO QQQ TR 42,313 +2,291 $7,602
     QQQ42,313+2,291$7,602
PEOPLES UTD FINL INC 407,179 +200,087 $6,694
     PBCT407,179+200,087$6,694
PEPSICO INC 50,661 +29,949 $6,209
     PEP50,661+29,949$6,209
DBX ETF TR (DBEF) 191,246 +15,258 $5,971
     DBEF191,246+15,258$5,971
JPMORGAN CHASE & CO 58,883 +28,808 $5,961
     JPM58,883+28,808$5,961
MICROSOFT CORP 45,206 +4,658 $5,332
     MSFT45,206+4,658$5,332
VANGUARD INDEX FDS (VTI) 34,315 +1,721 $4,966
     VTI34,315+1,721$4,966
EXXON MOBIL CORP 55,208 +1,782 $4,461
     XOM55,208+1,782$4,461
WISDOMTREE TR 46,656 +24,196 $4,396
     DLN46,656+24,196$4,396
COLGATE PALMOLIVE CO 63,979 +57,683 $4,385
     CL63,979+57,683$4,385
VANGUARD WORLD FDS (VAW) 35,210 +2,972 $4,334
     VAW35,210+2,972$4,334
ISHARES TR (IWB) 26,701 -193 $4,200
     IWB26,701-193$4,200
AT&T INC 132,923 +53,556 $4,168
     T132,923+53,556$4,168
HERSHEY CO 35,792 +35,792 $4,110
     HSY35,792+35,792$4,110
JOHNSON & JOHNSON 26,856 +1,956 $3,754
     JNJ26,856+1,956$3,754
VANGUARD INDEX FDS (VNQ) 42,414 +17,204 $3,686
     VNQ42,414+17,204$3,686
ISHARES TR (IVW) 21,246 -1,178 $3,662
     IVW21,246-1,178$3,662
CISCO SYS INC 67,044 +5,595 $3,620
     CSCO67,044+5,595$3,620
HONEYWELL INTL INC 22,079 +5,407 $3,509
     HON22,079+5,407$3,509
PPG INDS INC 31,005 +31,005 $3,500
     PPG31,005+31,005$3,500
NVIDIA CORP 18,926 +11,368 $3,398
     NVDA18,926+11,368$3,398
ABBVIE INC 42,031 +31,332 $3,387
     ABBV42,031+31,332$3,387
BERKSHIRE HATHAWAY INC DEL      $3,356
     BRK.B13,710-7,143$2,754
     BRK.A2UNCH$602
CHEVRON CORP NEW 27,037 +6,422 $3,330
     CVX27,037+6,422$3,330
ISHARES TR (IWM) 21,477 -11,533 $3,288
     IWM21,477-11,533$3,288
BANK AMER CORP 113,968 +20,587 $3,144
     BAC113,968+20,587$3,144
VISA INC 19,211 +2,939 $3,001
     V19,211+2,939$3,001
FACEBOOK INC 17,677 -1,153 $2,947
     FB17,677-1,153$2,947
SPROTT PHYSICAL GOLD & SILVE 234,477 -58,157 $2,908
     CEF234,477-58,157$2,908
FIRST TR EXCHANGE TRADED FD (FTSM) 48,314 +10,087 $2,898
     FTSM48,314+10,087$2,898
ALPHABET INC 2,262 +198 $2,662
     GOOGL2,262+198$2,662
VERIZON COMMUNICATIONS INC 44,282 +20,116 $2,618
     VZ44,282+20,116$2,618
ILLINOIS TOOL WKS INC 18,057 +10,289 $2,592
     ITW18,057+10,289$2,592
BOEING CO 6,293 +2,330 $2,400
     BA6,293+2,330$2,400
VIRTU FINL INC 100,000 +100,000 $2,375
     VIRT100,000+100,000$2,375
ABBOTT LABS 29,249 +18,196 $2,338
     ABT29,249+18,196$2,338
COCA COLA CO 49,522 -3,110 $2,321
     KO49,522-3,110$2,321
ISHARES TR (IVE) 19,870 +17,699 $2,240
     IVE19,870+17,699$2,240
ISHARES TR (IJH) 11,729 -54 $2,221
     IJH11,729-54$2,221
WALMART INC 22,311 +1,460 $2,176
     WMT22,311+1,460$2,176
ISHARES TR (IGSB) 40,742 -43,683 $2,152
     IGSB40,742-43,683$2,152
PACER FDS TR 72,667 +41,229 $2,135
     PTLC72,667+41,229$2,135
WEC ENERGY GROUP INC 27,001 +22,999 $2,135
     WEC27,001+22,999$2,135
VANGUARD GROUP (VIG) 19,176 +43 $2,102
     VIG19,176+43$2,102

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 03/31/2019: $432,235
At 12/31/2018: $322,334

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.