| M Holdings Securities Inc |
| CRD # | 43285 |
| SEC # | 801-57304 |
| CIK # | 0001569638 |
| AUM | $2.8 BB |
| Employees | 852 |
| Phone | 800-656-6960 |
| Address | 1125 NW Couch Street Suite 900
Portland, OR 97209 |
| Links |
IAPD
EDGAR
Website
|
| Sector |
Holding |
Cap ($MM) |
Value ($MM) |
|
PRU |
38,680.0 |
10.6 |
|
TWM |
|
9.9 |
|
PFE |
230,400.0 |
9.1 |
|
BMY |
83,100.0 |
8.5 |
|
DOL |
|
6.9 |
|
IWD |
|
6.7 |
|
TJX |
127,960.0 |
5.9 |
|
VCSH |
|
5.5 |
|
SVVC |
92.5 |
4.1 |
|
COP |
74,720.0 |
3.9 |
|
View All
|
[{"dt": "2014-02-13", "sector": "Basic Industries", "value": 0.004991}, {"dt": "2014-02-13", "sector": "Capital Goods", "value": 0.010875}, {"dt": "2014-02-13", "sector": "Consumer Durables", "value": 0}, {"dt": "2014-02-13", "sector": "Consumer Non-Durables", "value": 0.002561}, {"dt": "2014-02-13", "sector": "Consumer Services", "value": 0.005454}, {"dt": "2014-02-13", "sector": "Energy", "value": 0.011049}, {"dt": "2014-02-13", "sector": "Exchange-Traded Fund", "value": 0.057054}, {"dt": "2014-02-13", "sector": "Finance", "value": 0.006754}, {"dt": "2014-02-13", "sector": "Health Care", "value": 0.004301}, {"dt": "2014-02-13", "sector": "Miscellaneous", "value": 0.002461}, {"dt": "2014-02-13", "sector": "n/a", "value": 0.000209}, {"dt": "2014-02-13", "sector": "Public Utilities", "value": 0.001924}, {"dt": "2014-02-13", "sector": "Technology", "value": 0.009299}, {"dt": "2014-02-13", "sector": "Transportation", "value": 0.000601}, {"dt": "2015-02-13", "sector": "Basic Industries", "value": 0.005285}, {"dt": "2015-02-13", "sector": "Capital Goods", "value": 0.010676}, {"dt": "2015-02-13", "sector": "Consumer Durables", "value": 0}, {"dt": "2015-02-13", "sector": "Consumer Non-Durables", "value": 0.003063}, {"dt": "2015-02-13", "sector": "Consumer Services", "value": 0.004925}, {"dt": "2015-02-13", "sector": "Energy", "value": 0.00922}, {"dt": "2015-02-13", "sector": "Exchange-Traded Fund", "value": 0.055764}, {"dt": "2015-02-13", "sector": "Finance", "value": 0.007659}, {"dt": "2015-02-13", "sector": "Health Care", "value": 0.006014}, {"dt": "2015-02-13", "sector": "Miscellaneous", "value": 0.003033}, {"dt": "2015-02-13", "sector": "n/a", "value": 0.000265}, {"dt": "2015-02-13", "sector": "Public Utilities", "value": 0.003749}, {"dt": "2015-02-13", "sector": "Technology", "value": 0.009055}, {"dt": "2015-02-13", "sector": "Transportation", "value": 0.001382}, {"dt": "2016-02-24", "sector": "Basic Industries", "value": 0.004841}, {"dt": "2016-02-24", "sector": "Capital Goods", "value": 0.00957}, {"dt": "2016-02-24", "sector": "Consumer Durables", "value": 0.000223}, {"dt": "2016-02-24", "sector": "Consumer Non-Durables", "value": 0.004471}, {"dt": "2016-02-24", "sector": "Consumer Services", "value": 0.005766}, {"dt": "2016-02-24", "sector": "Energy", "value": 0.009643}, {"dt": "2016-02-24", "sector": "Exchange-Traded Fund", "value": 0.047594}, {"dt": "2016-02-24", "sector": "Finance", "value": 0.009166}, {"dt": "2016-02-24", "sector": "Health Care", "value": 0.00799}, {"dt": "2016-02-24", "sector": "Miscellaneous", "value": 0.003904}, {"dt": "2016-02-24", "sector": "n/a", "value": 0.001669}, {"dt": "2016-02-24", "sector": "Public Utilities", "value": 0.003224}, {"dt": "2016-02-24", "sector": "Technology", "value": 0.010529}, {"dt": "2016-02-24", "sector": "Transportation", "value": 0.00106}, {"dt": "2017-02-28", "sector": "Basic Industries", "value": 0.010172}, {"dt": "2017-02-28", "sector": "Capital Goods", "value": 0.010682}, {"dt": "2017-02-28", "sector": "Consumer Durables", "value": 0}, {"dt": "2017-02-28", "sector": "Consumer Non-Durables", "value": 0.012084}, {"dt": "2017-02-28", "sector": "Consumer Services", "value": 0.013663}, {"dt": "2017-02-28", "sector": "Energy", "value": 0.018805}, {"dt": "2017-02-28", "sector": "Exchange-Traded Fund", "value": 0.104367}, {"dt": "2017-02-28", "sector": "Finance", "value": 0.016209}, {"dt": "2017-02-28", "sector": "Health Care", "value": 0.01683}, {"dt": "2017-02-28", "sector": "Miscellaneous", "value": 0.004156}, {"dt": "2017-02-28", "sector": "n/a", "value": 0.000863}, {"dt": "2017-02-28", "sector": "Public Utilities", "value": 0.004716}, {"dt": "2017-02-28", "sector": "Technology", "value": 0.026369}, {"dt": "2017-02-28", "sector": "Transportation", "value": 0.00352}, {"dt": "2018-02-15", "sector": "Basic Industries", "value": 0.006401}, {"dt": "2018-02-15", "sector": "Capital Goods", "value": 0.008547}, {"dt": "2018-02-15", "sector": "Consumer Durables", "value": 0.000384}, {"dt": "2018-02-15", "sector": "Consumer Non-Durables", "value": 0.011386}, {"dt": "2018-02-15", "sector": "Consumer Services", "value": 0.014598}, {"dt": "2018-02-15", "sector": "Energy", "value": 0.010386}, {"dt": "2018-02-15", "sector": "Exchange-Traded Fund", "value": 0.141709}, {"dt": "2018-02-15", "sector": "Finance", "value": 0.021316}, {"dt": "2018-02-15", "sector": "Health Care", "value": 0.038928}, {"dt": "2018-02-15", "sector": "Miscellaneous", "value": 0.00352}, {"dt": "2018-02-15", "sector": "n/a", "value": 0.010979}, {"dt": "2018-02-15", "sector": "Public Utilities", "value": 0.011423}, {"dt": "2018-02-15", "sector": "Technology", "value": 0.017891}, {"dt": "2018-02-15", "sector": "Transportation", "value": 0.007852}]
[{"x": "2011", "y": 0.385179022}, {"x": "2012", "y": 0.429730409}, {"x": "2013", "y": 0.825846561}, {"x": "2014", "y": 0.733827343}, {"x": "2015", "y": 0.957819015}, {"x": "2016", "y": 0.958241426}, {"x": "2017", "y": 1.518535}, {"x": "2018", "y": 3.000740382}, {"x": "2019", "y": 2.79935583}]