CIK 1569638
M Holdings Securities, Inc.
Institutional 13F holdings & portfolio
Holdings
296
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 251–296 of 296
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PDI | PIMCO DYNAMIC INCOME FD | 27K | $100K–$500K | SH |
| OUNZ | VANECK MERK GOLD ETF | 12K | $100K–$500K | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 27K | $100K–$500K | SH |
| ARCC | ARES CAPITAL CORP | 23K | $100K–$500K | SH |
| FSSL | FS SPECIALTY LENDING FD | 32K | $100K–$500K | SH |
| SJNK | SPDR SERIES TRUST | 18K | $100K–$500K | SH |
| ALCO | ALICO INC | 12K | $100K–$500K | SH |
| B | BARRICK MNG CORP | 10K | $100K–$500K | SH |
| DFAI | DIMENSIONAL ETF TRUST | 12K | $100K–$500K | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 13K | $100K–$500K | SH |
| WBD | WARNER BROS DISCOVERY INC | 15K | $100K–$500K | SH |
| DBA | INVESCO DB MULTI-SECTOR COMM | 17K | $100K–$500K | SH |
| NZF | NUVEEN MUNICIPAL CREDIT INC | 35K | $100K–$500K | SH |
| ETY | EATON VANCE TAX-MANAGED DIVE | 28K | $100K–$500K | SH |
| CTRA | COTERRA ENERGY INC | 16K | $100K–$500K | SH |
| HMC | HONDA MOTOR LTD | 14K | $100K–$500K | SH |
| SMB | VANECK ETF TRUST | 23K | $100K–$500K | SH |
| CMDT | PIMCO ETF TR | 14K | $100K–$500K | SH |
| SBRA | SABRA HEALTH CARE REIT INC | 20K | $100K–$500K | SH |
| PSLV | SPROTT ASSET MANAGEMENT LP | 16K | $100K–$500K | SH |
| AG | FIRST MAJESTIC SILVER CORP | 22K | $100K–$500K | SH |
| DBC | INVESCO DB COMMDY INDX TRCK | 15K | $100K–$500K | SH |
| NLY | ANNALY CAPITAL MANAGEMENT IN | 15K | $100K–$500K | SH |
| VOD | VODAFONE GROUP PLC NEW | 25K | $100K–$500K | SH |
| SCHH | SCHWAB STRATEGIC TR | 15K | $100K–$500K | SH |
| PFS | PROVIDENT FINL SVCS INC | 15K | $100K–$500K | SH |
| RQI | COHEN & STEERS QUALITY INCOM | 27K | $100K–$500K | SH |
| QXO | QXO INC | 15K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 17K | $100K–$500K | SH |
| WEA | WESTERN ASSET PREMIER BD FD | 25K | $100K–$500K | SH |
| PRGO | PERRIGO CO PLC | 19K | $100K–$500K | SH |
| SPH | SUBURBAN PROPANE PARTNERS L | 14K | $100K–$500K | SH |
| EXG | EATON VANCE TAX-MANAGED GLOB | 27K | $100K–$500K | SH |
| IRT | INDEPENDENCE RLTY TR INC | 14K | $100K–$500K | SH |
| RGTI | RIGETTI COMPUTING INC | 11K | $100K–$500K | SH |
| DBB | INVESCO DB MULTI-SECTOR COMM | 11K | $100K–$500K | SH |
| FFC | FLAHERTY & CRUMRINE PFD SECS | 14K | $100K–$500K | SH |
| HL | HECLA MNG CO | 12K | $100K–$500K | SH |
| NFJ | VIRTUS DIVIDEND INTEREST & P | 18K | $100K–$500K | SH |
| JPC | NUVEEN PFD & INCOME OPPORTUN | 28K | $100K–$500K | SH |
| AGNC | AGNC INVT CORP | 21K | $100K–$500K | SH |
| BKLN | INVESCO EXCH TRADED FD TR II | 10K | $100K–$500K | SH |
| FIVN | FIVE9 INC | 11K | $100K–$500K | SH |
| ZETA | ZETA GLOBAL HOLDINGS CORP | 10K | $100K–$500K | SH |
| SIRI | SIRIUSXM HOLDINGS INC | 10K | $100K–$500K | SH |
| JFR | NUVEEN FLOATING RATE INCOME | 26K | $100K–$500K | SH |