M Holdings Securities, Inc.
Broker-DealerTop Portfolio Positions
135 positions ·
$764,256,392 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
434,012 | $110,147,905 | 14.41% |
| SPY |
Spdr S&P 500 ETF Trust
|
156,130 | $101,537,584 | 13.29% |
| NHC |
National Healthcare Corp
Healthcare
|
462,411 | $73,847,036 | 9.66% |
| NHI |
National Health Investors Inc
Real Estate
|
531,179 | $42,951,133 | 5.62% |
| QQQ |
Invesco Qqq Trust, Series 1
|
43,239 | $24,956,686 | 3.27% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
76,228 | $22,423,228 | 2.93% |
| NVDA |
Nvidia Corp
Technology
|
123,739 | $21,580,081 | 2.82% |
| MSFT |
Microsoft Corp
Technology
|
51,782 | $19,168,142 | 2.51% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
90,649 | $18,879,467 | 2.47% |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
130,159 | $18,800,165 | 2.46% |
Portfolio Trend
Holdings in DSL
Shares Held
Position Value (USD)
12 of 12 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,254,210 | 208,145 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,580,572 | 140,246 | Shares | Sole | 2026-02-11 | |
| 2025-03-31 | $951,298 | 75,440 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $927,829 | 73,813 | Shares | Sole | 2025-02-13 | |
| 2024-03-31 | $877,709 | 69,111 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $868,574 | 70,962 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $916,117 | 78,167 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $858,878 | 75,539 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $837,583 | 75,526 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $832,032 | 77,040 | Shares | Sole | 2022-11-17 | |
| 2022-06-30 | $754,000 | 62,160 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $895,012 | 61,640 | Shares | Sole | 2022-05-24 | |
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