M Holdings Securities Inc

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Assets, Funds, Holdings

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M Holdings Securities Inc
CRD #43285
SEC #801-57304
CIK #1569638
AUM $2.8 BB (100% Disc, 100% US)
Employees852 (46% Investors, 95% Brokers)
Phone800-656-6960
Address1125 NW Couch Street
Portland, OR 97209
Source IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
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
Holdings by Sector ($BB)
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