M Holdings Securities, Inc. Reduced Holdings in Q3 2025

M Holdings Securities, Inc.

  • $473 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-140K
- 89.7%
$617.65 - $666.84 $86.4M - $93.3M
16.1K $10.7M
VCIT
Vanguard Intermediate Term Cor

ETFs
-218K
- 92.11%
$81.75 - $84.54 $17.8M - $18.4M
18.7K $1.57M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-478K
- 89.44%
$30.02 - $30.29 $14.4M - $14.5M
56.5K $1.71M
BOND
Pimco Active Bond Exchange Tra

ETFs
-116K
- 91.57%
$90.83 - $93.81 $10.6M - $10.9M
10.7K $999K
SMB
Vaneck Short Muni ETF

ETFs
-567K
- 83.93%
$17.24 - $17.48 $9.77M - $9.91M
109K $1.89M
PIE
Invesco Exchange Traded Fd Tr

ETFs
-372K
- 90.47%
$20.73 - $24.46 $7.72M - $9.11M
39.2K $957K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-174K
- 90.07%
$41.91 - $44.87 $7.29M - $7.81M
19.2K $857K
SPMD
Spdr Portfolio

ETFs
-128K
- 86.54%
$54.43 - $58.29 $6.98M - $7.47M
19.9K $1.14M
BNDX
Vanguard Total International B

ETFs
-113K
- 90.99%
$49.0 - $49.51 $5.52M - $5.58M
11.1K $551K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-180K
- 91.64%
$28.95 - $29.73 $5.22M - $5.36M
16.5K $490K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-64.1K
- 76.44%
$72.65 - $78.68 $4.65M - $5.04M
19.7K $1.55M
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
-118K
- 89.53%
$22.06 - $23.31 $2.61M - $2.76M
13.8K $318K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-61.3K
- 84.87%
$42.26 - $47.16 $2.59M - $2.89M
10.9K $506K
IEFA
Ishares Tr

ETFs
-16.3K
- 39.21%
$81.7 - $87.53 $1.33M - $1.43M
25.3K $2.21M
PECO
Phillips Edison & Company, Inc.

Real Estate
-13.4K
- 53.87%
$33.04 - $36.15 $442K - $483K
11.4K $393K
PINS
Pinterest, Inc.

Communication Services
-1.96K
- 9.16%
$32.17 - $39.17 $62.9K - $76.6K
19.4K $624K
DUK
Duke Energy Corp

Utilities
-2.1K
- 10.78%
$116.31 - $125.93 $244K - $265K
17.4K $2.15M
XTEN
Bondbloxx ETF Tr Bloomberg 10
-1.71K
- 12.27%
N/A
12.2K $569K
CGGR
Capital Group Growth ETF Shs C

ETFs
-2.42K
- 13.81%
$40.2 - $44.58 $97.2K - $108K
15.1K $663K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-570
- 3.28%
$70.77 - $73.59 $40.3K - $41.9K
16.8K $1.23M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
-150
- 0.69%
$17.96 - $19.62 $2.69K - $2.94K
21.5K $401K
DBA
Invesco Db Agriculture Fund

ETFs
-37
- 0.22%
$25.62 - $27.91 $948 - $1.03K
16.6K $445K
RF
Regions Financial Corp

Financial Services
-132
- 1.02%
$24.03 - $27.41 $3.17K - $3.62K
12.9K $339K
CGUS
Capital Group Core Equity ETF
-22
- 0.09%
$36.89 - $39.72 $812 - $874
24.3K $960K
DFAT
Dimensional ETF Tr U S Target

ETFs
-3.71K
- 3.54%
$53.36 - $59.69 $198K - $221K
101K $5.88M
Dimensionaletftrust
-112
- 0.16%
N/A
67.9K $4.94M
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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