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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 $601,062
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 173,002 $97,210 16.17%
2.
Spdr S & P 500 Etf Trust
 SPY 144,553 $80,861 13.45%
3.
Vanguard Index Fds - VALUE ETF
 135,400 $23,389 3.89%
4.
Vanguard Scottsdale Funds
 219,117 $17,915 2.98%
5.
Ishares Trust
 IEF 156,225 $16,336 2.72%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)