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Home > Institutional Investor > M Holdings Securities, Inc. > Profile

Instuitional Investor - M Holdings Securities, Inc.

Fund Profile
Filing Period:
Fund Name: M Holdings Securities, Inc.
Portfolio Value $885,112
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 154,711 $73,895 8.34%
2.
Spdr S & P 500 Etf Trust
 SPY 154,200 $73,293 8.28%
3.
Dimensional Etf Trust
 2,266,865 $66,260 7.48%
4.
Invesco Qqq Tr Unit Ser 1
 114,428 $46,861 5.29%
5.
Apple Inc.
 AAPL 195,382 $37,617 4.24%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)