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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 $473,063
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 393,532 $100,205 21.18%
2.
National Healthcare Corp
 NHC 463,194 $56,283 11.9%
3.
Ishares Trust
 IEF 80,350 $53,778 11.37%
4.
National Health Investors Inc
 NHI 516,760 $41,082 8.68%
5.
Dimensional Etf Trust
 465,637 $14,612 3.09%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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