M Holdings Securities, Inc. Purchases and Sells in Q3 2025

M Holdings Securities, Inc.

$473 Million
Q3 2025

Top Buys

Incresed Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAX	21.3K + 4.78%	$29.25 - $31.56 $622K - $671K	466K $14.6M
DFAU	1.69K + 0.75%	$42.42 - $45.96 $71.9K - $77.9K	227K $10.4M
DFAC	813 + 0.28%	$36.04 - $38.78 $29.3K - $31.5K	296K $11.4M
DUHP	4.59K + 4.45%	$35.76 - $37.93 $164K - $174K	108K $4.07M
DIMENSIONALETFTRUST	2.74K + 7.68%	N/A	38.4K $1.26M
DFEM	1.34K + 3.97%	$29.55 - $32.52 $39.6K - $43.5K	35K $1.12M

New Holdings

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	394K New	$202.38 - $256.87 $79.6M - $101M	394K $100M
NHC	463K New	$94.48 - $126.41 $43.8M - $58.6M	463K $56.3M
IVV	80.4K New	$620.67 - $670.08 $49.9M - $53.8M	80.4K $53.8M
QQQ	19.2K New	$546.99 - $602.2 $10.5M - $11.6M	19.2K $11.5M
PG	72.7K New	$150.47 - $161.22 $10.9M - $11.7M	72.7K $11.2M
VTI	28.6K New	$303.93 - $329.86 $8.69M - $9.43M	28.6K $9.38M

Top Sells

Reduced Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-140K - 89.7%	$617.65 - $666.84 $86.4M - $93.3M	16.1K $10.7M
VCIT	-218K - 92.11%	$81.75 - $84.54 $17.8M - $18.4M	18.7K $1.57M
SPSB	-478K - 89.44%	$30.02 - $30.29 $14.4M - $14.5M	56.5K $1.71M
BOND	-116K - 91.57%	$90.83 - $93.81 $10.6M - $10.9M	10.7K $999K
SMB	-567K - 83.93%	$17.24 - $17.48 $9.77M - $9.91M	109K $1.89M
PIE	-372K - 90.47%	$20.73 - $24.46 $7.72M - $9.11M	39.2K $957K

Activity Summary All Purchases 53 New Holdings 45 Increased Positions 8 All Sells 27 Reductions 27 Sold out 0 Calls 0 Puts 0

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