M Holdings Securities, Inc.

CIK Number: 0001569638

601.06M
Market Value
126
# of Holdings
7 months
Avg. Holding Period
29.23%
Win Rate
1.32%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 SPY SPDR S&P 500 ET...
582.71
-0.03% 113.31K -3.53% 66.41M 448.02 10.71%
2 QQQ Invesco QQQ Tru...
513.79
+0.15% 119.36K -0.91% 61.02M 369.26 9.84%
3 IVV iShares Core S&...
585.56
-0.02% 101.99K +100.00% 60.04M 588.68 9.68%
4 VTV Vanguard Value ...
169.09
-0.47% 128.78K +100.00% 21.8M 169.3 3.52%
5 IJR iShares Core S&...
104.54
-0.1% 150.05K +100.00% 17.29M 115.22 2.79%

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