M Holdings Securities, Inc. New Holdings in Q3 2025

M Holdings Securities, Inc.

  • $473 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
394K
New
$202.38 - $256.87 $79.6M - $101M
394K $100M
NHC
National Healthcare Corp

Healthcare
463K
New
$94.48 - $126.41 $43.8M - $58.6M
463K $56.3M
IVV
Ishares Core S&P 500 ETF

ETFs
80.4K
New
$620.67 - $670.08 $49.9M - $53.8M
80.4K $53.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
19.2K
New
$546.99 - $602.2 $10.5M - $11.6M
19.2K $11.5M
PG
Procter & Gamble CO

Consumer Defensive
72.7K
New
$150.47 - $161.22 $10.9M - $11.7M
72.7K $11.2M
VTI
Vanguard Total Stock Market Et

ETFs
28.6K
New
$303.93 - $329.86 $8.69M - $9.43M
28.6K $9.38M
AMZN
Amazon Com Inc

Consumer Cyclical
33.8K
New
$211.65 - $238.24 $7.15M - $8.05M
33.8K $7.42M
MSFT
Microsoft Corp

Technology
13.6K
New
$491.09 - $535.64 $6.67M - $7.28M
13.6K $7.04M
VIG
Vanguard Dividend Appreciation

ETFs
29.6K
New
N/A
29.6K $6.39M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11.8K
New
$459.11 - $506.91 $5.44M - $6M
11.8K $5.95M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
37.7K
New
$116.29 - $120.92 $4.39M - $4.56M
37.7K $4.52M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
29.5K
New
$132.9 - $142.03 $3.92M - $4.19M
29.5K $4.16M
Easeriestrust
66.5K
New
N/A
66.5K $3.59M
IBM
International Business Machines Corp

Technology
12.5K
New
$234.77 - $292.47 $2.92M - $3.64M
12.5K $3.51M
BAC
Bank Of America Corp

Financial Services
65.1K
New
$44.92 - $52.42 $2.92M - $3.41M
65.1K $3.36M
JNJ
Johnson & Johnson

Healthcare
15.9K
New
$155.17 - $185.42 $2.47M - $2.96M
15.9K $2.96M
RSP
Invesco S&P 500 Equal Weight E

ETFs
13.1K
New
$181.56 - $190.33 $2.39M - $2.5M
13.1K $2.49M
WMT
Walmart Inc.

Consumer Defensive
23.8K
New
$94.4 - $104.27 $2.25M - $2.48M
23.8K $2.46M
CINF
Cincinnati Financial Corp

Financial Services
15.3K
New
$145.8 - $158.1 $2.23M - $2.42M
15.3K $2.42M
VEU
Vanguard Ftse All World Ex Us

ETFs
33.9K
New
$66.38 - $71.68 $2.25M - $2.43M
33.9K $2.42M
VNQ
Vanguard Specialized Funds Van

ETFs
23.4K
New
$88.47 - $93.24 $2.07M - $2.18M
23.4K $2.14M
VEA
Vanguard Ftse Developed Market

ETFs
34.7K
New
$56.02 - $60.3 $1.95M - $2.09M
34.7K $2.08M
AFG
American Financial Group Inc

Financial Services
13.9K
New
$122.42 - $145.72 $1.7M - $2.03M
13.9K $2.03M
IAU
Ishares Gold Trust

ETFs
24.4K
New
$61.62 - $72.77 $1.5M - $1.77M
24.4K $1.77M
KO
Coca Cola CO

Consumer Defensive
24.8K
New
$65.67 - $71.67 $1.63M - $1.78M
24.8K $1.65M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
11.5K
New
$133.48 - $144.38 $1.53M - $1.66M
11.5K $1.64M
VT
Vanguard Total World Stk Index

ETFs
11.4K
New
$128.41 - $138.03 $1.46M - $1.57M
11.4K $1.57M
IEF
Ishares Barclays

ETFs
15.6K
New
$93.91 - $97.26 $1.47M - $1.52M
15.6K $1.51M
EBAY
Ebay Inc

Consumer Cyclical
16.2K
New
$75.33 - $100.77 $1.22M - $1.63M
16.2K $1.47M
MUB
Ishares National Muni Bond ETF

ETFs
12.2K
New
$103.24 - $106.68 $1.26M - $1.31M
12.2K $1.3M
SO
Southern CO

Utilities
12.7K
New
$90.83 - $96.0 $1.15M - $1.22M
12.7K $1.2M
Dimensionaletftrust
15.9K
New
N/A
15.9K $1.15M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
12K
New
$79.76 - $85.78 $959K - $1.03M
12K $1.02M
O
Realty Income Corp

Real Estate
16.1K
New
$56.13 - $60.79 $906K - $982K
16.1K $982K
NEM
Newmont Corp

Basic Materials
10.9K
New
$57.35 - $85.25 $625K - $929K
10.9K $918K
EFV
Msci Eafe Value ETF

ETFs
12.8K
New
$62.79 - $68.42 $804K - $876K
12.8K $868K
USB
Us Bancorp \De\

Financial Services
13.6K
New
$43.94 - $50.41 $598K - $686K
13.6K $658K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
26.2K
New
$22.9 - $23.58 $599K - $617K
26.2K $614K
SWAN
Amplify ETF Tr Blackswan Growt
17.4K
New
N/A
17.4K $558K
EPD
Enterprise Products Partners L.P.

Energy
17.7K
New
$30.74 - $32.14 $543K - $568K
17.7K $553K
PFE
Pfizer Inc

Healthcare
17.3K
New
$23.29 - $25.88 $403K - $448K
17.3K $441K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
15.1K
New
$21.69 - $23.34 $327K - $352K
15.1K $351K
WEA
Western Asset Premier Bond Fund

Financial Services
23.7K
New
$10.73 - $11.4 $255K - $270K
23.7K $266K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
11.7K
New
$15.38 - $20.2 $180K - $237K
11.7K $237K
Activity Summary
Buys All Purchases 53 New Holdings 45 Increased Positions 8 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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