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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 $620,225
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 113,315 $66,411 10.7%
2.
Invesco Qqq Tr Unit Ser 1
 119,360 $61,020 9.83%
3.
Ishares Trust
 IEF 101,988 $60,038 9.68%
4.
Vanguard Index Fds Value Etf
 128,775 $21,802 3.51%
5.
Ishares Trust
 IEF 150,052 $17,289 2.78%
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)