M Holdings Securities, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MH M Holdings Securities, Inc. | Institutional Filer | ▲ 5.90% | $1.5M | 289 |
Current Portfolio Holdings
Showing all 289 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 434K | $117K | 7.93% |
| 2 | SPY | SPDR S&P 500 ETF Trust | — | 156K | $102K | 6.92% |
| 3 | VEU | VANGUARD INTL EQUITY INDEX | — | 896K | $74K | 5.03% |
| 4 | NHC | National HealthCare Corporation | Healthcare | 462K | $74K | 4.99% |
| 5 | IVV | ISHARES TR | — | 98K | $65K | 4.42% |
| 6 | NHI | National Health Investors, Inc. | Real Estate | 531K | $43K | 2.90% |
| 7 | DFUV | DIMENSIONAL ETF TRUST | — | 770K | $39K | 2.61% |
| 8 | DFIV | DIMENSIONAL ETF TRUST | — | 596K | $31K | 2.10% |
| 9 | QQQ | Invesco QQQ Trust | — | 43K | $28K | 1.92% |
| 10 | DFAS | DIMENSIONAL ETF TRUST | — | 369K | $27K | 1.82% |
| 11 | NVDA | NVIDIA Corporation | Technology | 124K | $25K | 1.70% |
| 12 | JPM | JPMorgan Chase & Co. | Financial Services | 76K | $23K | 1.54% |
| 13 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 91K | $22K | 1.50% |
| 14 | MSFT | Microsoft Corporation | Technology | 52K | $21K | 1.41% |
| 15 | GOOGL | Alphabet Inc. | Technology | 55K | $19K | 1.32% |
Showing 1 to 15 of 289 holdings