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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 $1,396,425
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 446,064 $121,267 8.68%
2.
Spdr S & P 500 Etf Trust
 SPY 162,838 $111,043 7.95%
3.
Vanguard Intl Equity Index Funds
 VWO 972,309 $71,523 5.12%
4.
Ishares Trust
 IEF 101,277 $69,369 4.97%
5.
National Healthcare Corp
 NHC 463,220 $63,503 4.55%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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