M Holdings Securities, Inc.
Broker-DealerTop Portfolio Positions
136 positions ·
$780,546,796 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
434,012 | $110,147,905 | 14.11% | |
| SPY |
Spdr S&P 500 ETF Trust
|
156,130 | $101,537,584 | 13.01% | |
| NHC |
National Healthcare Corp
Healthcare
|
462,411 | $73,847,036 | 9.46% | |
| NHI |
National Health Investors Inc
Real Estate
|
531,179 | $42,951,133 | 5.50% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
43,239 | $24,956,686 | 3.20% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
76,228 | $22,423,228 | 2.87% | |
| NVDA |
Nvidia Corp
Technology
|
123,739 | $21,580,081 | 2.76% | |
| MSFT |
Microsoft Corp
Technology
|
51,782 | $19,168,142 | 2.46% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
90,649 | $18,879,467 | 2.42% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
130,159 | $18,800,165 | 2.41% |
Portfolio Trend
23 quarters · across all stocks
Holdings in DBE
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,665,939 | 56,530 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $987,579 | 56,530 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,035,429 | 54,439 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,014,198 | 54,439 | Shares | Sole | 2025-08-13 | |
| No 13F history on record for this holder in this stock. | ||||||