M Holdings Securities, Inc.

CIK
0001569638
City
PORTLAND
State / Country
OR

Top Portfolio Positions

132 positions · $706,026,822 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
446,064 $121,266,959 17.18%
SPY
Spdr S&P 500 Etf Trust
162,838 $111,042,488 15.73%
NHC
National Healthcare Corp
Healthcare
463,220 $63,502,829 8.99%
MSFT
Microsoft Corp
Technology
50,373 $24,361,390 3.45%
JPM
Jpmorgan Chase & Co
Financial Services
75,092 $24,196,144 3.43%
NVDA
Nvidia Corp
Technology
123,203 $22,977,359 3.25%
AMZN
Amazon Com Inc
Consumer Cyclical
95,993 $22,157,104 3.14%
GOOGL
Alphabet Inc.
Communication Services
62,030 $19,415,390 2.75%
PG
PROCTER & GAMBLE Co
Consumer Defensive
130,338 $18,678,738 2.65%
TSLA
Tesla, Inc.
Consumer Cyclical
38,560 $17,341,203 2.46%

Portfolio Trend

22 quarters · across all stocks

Holdings in FSSL

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Report Date Value (USD) Shares
2025-12-31 $456,722 32,300