Holdings
M Holdings Securities, Inc.
As of Jun 30, 2026, M Holdings Securities, Inc. reported 42 positions worth US$184M. Largest: Alphabet Inc (google) Class C, Jp Morgan Chase & Co. and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 89,979 | US$32M | held for review | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 75,214 | US$24.7M | held for review | Jun 30, 2026 |
| Nvidia Corporation | 119K | US$23.7M | held for review | Jun 30, 2026 |
| Exxon Mobil Corporation | 68,370 | US$9.45M | held for review | Jun 30, 2026 |
| Meta Platforms, Inc. | 14,891 | US$8.4M | held for review | Jun 30, 2026 |
| Merck & Company, Inc. | 62,566 | US$7.99M | held for review | Jun 30, 2026 |
| Broadcom Inc. | 20,639 | US$7.71M | held for review | Jun 30, 2026 |
| Visa Inc. | 18,746 | US$6.33M | held for review | Jun 30, 2026 |
| Tesla, Inc. | 15,264 | US$6.26M | held for review | Jun 30, 2026 |
| Nextera Energy, Inc. | 68,562 | US$6.06M | held for review | Jun 30, 2026 |