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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 $731,086
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 329,216 $244,189 33.4%
2.
Dimensional Etf Trust
 DFAC 557,561 $30,734 4.2%
3.
Jpmorgan Chase & Co
 JPM 75,214 $24,698 3.38%
4.
Dimensional Etf Trust
 DFAC 438,482 $23,685 3.24%
5.
Nvidia Corp
 NVDA 119,383 $23,660 3.24%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.