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| Happy Holidays!! thanks for using AUM13F!! |
| M Holdings Securities Inc
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| CRD # | 43285 |
| SEC # | 801-57304 |
| CIK # | 0001569638 |
| AUM | $4.1 B (2025-07-11) |
| Employees | 1,442 (15% Investors, 49% Brokers) |
| Phone | 800-656-6960 |
| Address | 1125 NW Couch Street Portland, OR 97209 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Merck & Co Inc | 3.7 | ||
| Paypal Holdings Inc | 3.4 | ||
| Verizon Communications Inc | 3.2 | ||
| AT&T Inc | 3.2 | ||
| AbbVie Inc | 3.2 | ||
| Salesforce Com Inc | 3.0 | ||
| iShares S&P GSCI Commodity-Indexed Trust | 2.9 | ||
| Cisco Systems Inc | 2.8 | ||
| iShares Bitcoin Trust | 2.6 | ||
| Duke Energy Corp | 2.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,890 | 0.7 |
| (b) Individuals (high net worth individuals) | 647 | 1.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 40 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 4 | 1.5 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 40 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 8,234 | 4.1 |
| By Discretionary | ||
| Discretionary | 8,022 | 2.6 |
| Non-Discretionary | 212 | 1.5 |
| Total | 8,234 | 4.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.1 | |
| Total | 8,234 | 4.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001569638] |
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