M Holdings Securities, Inc.
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
Holdings in FSSL
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $456,722 | 32,300 | Shares | Sole | 2026-02-11 | |
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