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| Name: |
M HOLDINGS SECURITIES, INC. |
| City: |
PORTLAND |
| State: |
OR |
| Zip: |
97209 |
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data |
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| Holdings
Found :
11 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VONE |
Vanguard Russell 1000 Etf |
60 |
New |
$232.54 |
$2,895,000 |
13,344 |
0.33% |
2,895,000 |
13,344 |
0.012 |
N/A |
|
|
AVUV |
Avantis Us Small Cap Value Etf |
76 |
New |
$90.86 |
$2,143,000 |
23,865 |
0.24% |
2,143,000 |
23,865 |
0.027 |
N/A |
|
|
C |
Citigroup Inc |
97 |
New |
$61.52 |
$1,337,000 |
25,982 |
0.15% |
1,337,000 |
25,982 |
0.001 |
Domestic Money Center... |
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DAL |
Delta Air Lines Inc |
117 |
New |
$46.55 |
$961,000 |
23,891 |
0.11% |
961,000 |
23,891 |
0.004 |
Major Airlines |
|
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DCOR |
Dimensional Us Core Equity ... |
133 |
New |
$0.00 |
$768,000 |
14,369 |
0.09% |
768,000 |
14,369 |
0.16 |
N/A |
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COWZ |
Pacer Us Cash Cows 100 Etf |
136 |
New |
$0.00 |
$762,000 |
14,650 |
0.09% |
762,000 |
14,650 |
0.002 |
N/A |
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NEM |
Newmont Mining Corp |
138 |
New |
$40.66 |
$729,000 |
17,623 |
0.08% |
729,000 |
17,623 |
0.002 |
Gold |
|
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GLW |
Corning Inc |
143 |
New |
$33.72 |
$681,000 |
22,377 |
0.08% |
681,000 |
22,377 |
0 |
Communication Equipment |
|
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PDEC |
Innovator S&p 500 Power Buf... |
164 |
New |
$0.00 |
$366,000 |
10,433 |
0.04% |
366,000 |
10,433 |
0.046 |
N/A |
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SOFI |
SoFi Technologies, Inc |
165 |
New |
$6.96 |
$356,000 |
35,790 |
0.04% |
356,000 |
35,790 |
0.005 |
N/A |
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DFGR |
Dfa Dimensional Global Real... |
167 |
New |
$0.00 |
$323,000 |
12,429 |
0.04% |
323,000 |
12,429 |
0.014 |
N/A |
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