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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 $1,478,859
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 434,012 $117,343 7.93%
2.
Spdr S & P 500 Etf Trust
 SPY 156,130 $102,350 6.92%
3.
Vanguard Intl Equity Index Funds
 VWO 896,343 $74,335 5.03%
4.
National Healthcare Corp
 NHC 462,411 $73,847 4.99%
5.
Ishares Trust
 IEF 97,699 $65,429 4.42%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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