HoldingsChannel.com
M Holdings Securities Inc. Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 168,463 -45,623 $51,947
     SPY168,463-45,623$51,947
ISHARES TR (IVV) 69,437 +15,371 $21,504
     IVV69,437+15,371$21,504
APPLE INC 53,066 -140,649 $19,358
     AAPL53,066-140,649$19,358
INVESCO QQQ TR 73,804 +18,338 $18,274
     QQQ73,804+18,338$18,274
VANGUARD SCOTTSDALE FDS (VCIT) 176,024 +39,304 $16,747
     VCIT176,024+39,304$16,747
WISDOMTREE TR 152,334 +24,721 $14,149
     DLN152,334+24,721$14,149
SPDR SER TR (SPSB) 413,429 +223,617 $12,957
     SPSB413,429+223,617$12,957
WISDOMTREE TR 291,585 +26,801 $12,908
     DWM291,585+26,801$12,908
SPDR SER TR (SPMD) 372,297 -11,786 $11,634
     SPMD372,297-11,786$11,634
SPDR SER TR (SPSM) 436,260 -13,710 $11,591
     SPSM436,260-13,710$11,591
PIMCO ETF TR (BOND) 102,904 -4,683 $11,483
     BOND102,904-4,683$11,483
MICROSOFT CORP 55,821 -25,760 $11,360
     MSFT55,821-25,760$11,360
WISDOMTREE TR 195,789 +15,938 $10,891
     DLS195,789+15,938$10,891
FRANKLIN ETF TR (FTSD) 110,148 +65,600 $10,554
     FTSD110,148+65,600$10,554
ANALOG DEVICES INC 79,128 -470 $9,704
     ADI79,128-470$9,704
ISHARES TR (IJR) 139,361 +43,572 $9,517
     IJR139,361+43,572$9,517
SHOPIFY INC 10,019 -3 $9,510
     SHOP10,019-3$9,510
VANGUARD INDEX FDS (VTV) 94,215 +28,576 $9,383
     VTV94,215+28,576$9,383
VANGUARD INDEX FDS (VNQ) 112,482 -17,589 $8,833
     VNQ112,482-17,589$8,833
FRANKLIN TEMPLETON ETF TR (FLQL) 233,834 +95,031 $7,515
     FLQL233,834+95,031$7,515
NVIDIA CORPORATION 18,575 -412 $7,057
     NVDA18,575-412$7,057
FIRST TR EXCHANGE TRADED FD (FTSM) 111,973 +41,550 $6,717
     FTSM111,973+41,550$6,717
INVESCO EXCHANGE TRADED FD T (BKLN) 301,586 +234,770 $6,439
     BKLN301,586+234,770$6,439
VANGUARD INDEX FDS (VTI) 40,594 -20,636 $6,354
     VTI40,594-20,636$6,354
ASSURED GUARANTY LTD 251,287 +251,287 $6,134
     AGO251,287+251,287$6,134
VANGUARD WORLD FDS (VAW) 45,065 -2,237 $5,437
     VAW45,065-2,237$5,437
VANGUARD CHARLOTTE FDS (BNDX) 91,294 +1,376 $5,270
     BNDX91,294+1,376$5,270
PROCTER AND GAMBLE CO 43,123 -44,086 $5,156
     PG43,123-44,086$5,156
PEOPLES UNITED FINANCIAL INC 432,447 -521 $5,003
     PBCT432,447-521$5,003
ISHARES TR (IWB) 27,976 -7,899 $4,803
     IWB27,976-7,899$4,803
ISHARES TR (IEF) 37,192 -1,612 $4,533
     IEF37,192-1,612$4,533
VISA INC 21,316 -5,778 $4,118
     V21,316-5,778$4,118
BERKSHIRE HATHAWAY INC DEL      $3,929
     BRK.B22,011-9,295$3,929
FACEBOOK INC 17,302 -2,935 $3,929
     FB17,302-2,935$3,929
VANGUARD INDEX FDS (VO) 23,348 +10,752 $3,827
     VO23,348+10,752$3,827
PACER FDS TR 139,399 -338,315 $3,790
     PTLC139,399-338,315$3,790
VANECK VECTORS ETF TR (ANGL) 126,572 +106,147 $3,633
     ANGL126,572+106,147$3,633
ISHARES TR (JKH) 12,195 +12,195 $3,576
     JKH12,195+12,195$3,576
CISCO SYS INC 74,427 -29,801 $3,471
     CSCO74,427-29,801$3,471
PEPSICO INC 25,158 -4,509 $3,327
     PEP25,158-4,509$3,327
JOHNSON & JOHNSON 23,473 -16,369 $3,301
     JNJ23,473-16,369$3,301
ISHARES TR (USRT) 74,627 +35,933 $3,245
     USRT74,627+35,933$3,245
PAYPAL HLDGS INC 18,478 -76 $3,219
     PYPL18,478-76$3,219
WALMART INC 26,551 -8,317 $3,180
     WMT26,551-8,317$3,180
VANGUARD INDEX FDS (VUG) 15,714 -466 $3,176
     VUG15,714-466$3,176
EXXON MOBIL CORP 70,486 -16,607 $3,152
     XOM70,486-16,607$3,152
JPMORGAN CHASE & CO 32,864 -17,285 $3,091
     JPM32,864-17,285$3,091
RAYTHEON TECHNOLOGIES CORP 50,072 +50,072 $3,085
     RTX50,072+50,072$3,085
SPDR GOLD TR (GLD) 18,318 -4,039 $3,066
     GLD18,318-4,039$3,066
GOLDMAN SACHS ETF TR (GSIE) 114,232 +59,252 $3,037
     GSIE114,232+59,252$3,037

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 06/30/2020: $558,979
At 03/31/2020: $675,649

Combined Holding Report Includes:
M Holdings Securities 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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