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Frank. Day

Latest statistics and disclosures from M Holdings Securities's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, SPY, DFAC, QQQ, AAPL, and represent 33.66% of M Holdings Securities's stock portfolio.
Added to shares of these 10 stocks: DFAX (+$25M), AMZN (+$23M), NVDA (+$5.3M), HD, CARR, WMT, VONE, SPY, IBM, OTIS.
Started 22 new stock positions in DFGR, IBM, AMZN, DFAX, DAL, NVDA, SOFI, COWZ, C, CARR. AVUV, NEM, SHOT, PYPL, GLW, DCOR, OTIS, HD, PDEC, WMT, SCHD, VONE.
Reduced shares in these 10 stocks: VTI, GLD, EFA, IJH, , CCI, VWIAX, XLE, SWVXX, GSIE.
Sold out of its positions in VAFIX, GFBLX, AERG, ADM, BK, ZAREEX, SHSSX, BDVC, Calamos Mkt Neutral, CAG.
M Holdings Securities was a net buyer of stock by $55M.
M Holdings Securities has $885M in assets under management (AUM), dropping by 16.81%.
Central Index Key (CIK): 0001569638

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Portfolio Holdings for M Holdings Securities

M Holdings Securities holds 180 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p 500 Etf Core S&p500 Etf (IVV)	8.3	$74M	+2%	155k	477.63	View chart
Spdr S&p 500 Etf Tr Tr Unit Tr Unit (SPY)	8.3	$73M	+4%	154k	475.31	View chart
Dimensional Etf Tr U S Core Equity 2 Etf Us Core Equity 2 (DFAC)	7.5	$66M	+2%	2.3M	29.23	View chart
Invesco Qqq Tr Unit Ser 1 Unit Ser 1 (QQQ)	5.3	$47M	+4%	114k	409.52	View chart
Apple (AAPL)	4.3	$38M		195k	192.53	View chart
Dimensional Etf Tr World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)	2.8	$25M	NEW	1.0M	24.42	View chart
Amazon (AMZN)	2.5	$23M	NEW	148k	151.94	View chart
Wisdomtree Tr U S Largecap Divid Us Largecap Divd (DLN)	2.5	$23M	+4%	339k	66.38	View chart
Assured Guaranty (AGO)	2.4	$21M		283k	74.83	View chart
Wisdomtree Tr Intl Equity Intl Equity Fd (DWM)	2.4	$21M	+9%	402k	52.51	View chart
Dimensional Etf Tr Intl Core Etf Intl Core Eqt Mk (DFAI)	2.3	$21M	+2%	714k	28.64	View chart
Microsoft Corporation (MSFT)	2.1	$19M	+4%	49k	376.04	View chart
Vanguard Index Fds Vanguard Value Etf Value Etf (VTV)	1.9	$17M	+7%	112k	149.50	View chart
Ishares Tr Core S&p Small-cap Etf Core S&p Scp Etf (IJR)	1.7	$15M		141k	108.25	View chart
Vanguard Scottsdale Fds Vanguard Intermediate-term Corporate Bond Index Etf Int-term Corp (VCIT)	1.5	$14M	+3%	168k	81.28	View chart
Vanguard Index Fds Real Estate Index Fd Etf Real Estate Etf (VNQ)	1.5	$13M	+11%	148k	88.36	View chart
Wisdomtree Tr Intl Smallcap Divid Intl Smcap Div (DLS)	1.5	$13M	-2%	204k	63.84	View chart
Spdr Ser Tr Bloomberg Barclays Short Term Corporate Bd Etf Portfolio Short (SPSB)	1.3	$11M		383k	29.78	View chart
Dimensional Etf Tr Dimensional Intl Small Cap Value Etf Intl Small Cap V (DISV)	1.2	$11M	+12%	424k	25.79	View chart
Ishares Tr S&p Small-cap 600 Growth Etf S&P SML 600 GWT (IJT)	1.2	$10M	+2%	82k	125.14	View chart
Vaneck Etf Tr Amt-free Short Mun Index Etf Vaneck Shrt Muni (SMB)	1.0	$8.8M	+7%	517k	17.09	View chart
Vanguard Index Fds Vanguard Mid-cap Etf Mid Cap Etf (VO)	1.0	$8.7M	+17%	37k	232.63	View chart
Pimco Etf Tr Active Bd Etf Active Bd Etf (BOND)	1.0	$8.5M		91k	92.44	View chart
Spdr Ser Tr Portfolio S&p 400 Mid Cap Etf Portfolio S&p400 (SPMD)	0.9	$8.1M	-2%	167k	48.72	View chart
Vanguard World Fds Vanguard Matls Etf Materials Etf (VAW)	0.8	$7.0M		37k	189.95	View chart
Ishares Tr Residential & Multisector Real Estate Etf Residential Mult (REZ)	0.8	$6.7M		91k	73.52	View chart
Raytheon Technologies Corp (RTX)	0.7	$6.6M	-2%	79k	84.14	View chart
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)	0.7	$6.5M	+19%	18k	356.68	View chart
Exxon Mobil Corporation (XOM)	0.7	$6.2M	-3%	62k	99.98	View chart
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)	0.6	$5.7M	-9%	41k	140.94	View chart
Franklin Etf Tr Short Duration U S Govt Etf Shrt Dur Us Govt (FTSD)	0.6	$5.7M	-18%	64k	89.97	View chart
Vanguard Index Fds Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI)	0.6	$5.6M	-43%	24k	237.21	View chart
JPMorgan Chase & Co. (JPM)	0.6	$5.6M	+15%	33k	170.09	View chart
Tesla Motors (TSLA)	0.6	$5.3M	-9%	22k	248.49	View chart
NVIDIA Corporation (NVDA)	0.6	$5.3M	NEW	11k	495.25	View chart
Vanguard Charlotte Fds Total Intl Bd Etf Total Int Bd Etf (BNDX)	0.6	$5.2M	+3%	105k	49.36	View chart
Dbx Etf Tr X-trackers Msci Eafe Hedged Equity Xtrack Msci Eafe (DBEF)	0.6	$4.9M	+51%	133k	36.98	View chart
Alphabet Inc Cl A Cap Stk Cl A (GOOGL)	0.5	$4.8M	+7%	34k	139.69	View chart
Visa Inc Com Cl A Com Cl A (V)	0.5	$4.7M	+21%	18k	260.36	View chart
Procter & Gamble Company (PG)	0.5	$4.7M	+15%	32k	146.52	View chart
Vaneck Etf Tr Fallen Angel High Yield Etf Fallen Angel Hg (ANGL)	0.5	$4.6M	+5%	161k	28.78	View chart
Johnson & Johnson (JNJ)	0.5	$4.6M	+37%	29k	156.74	View chart
Dimensional Etf Tr Us Marketwide Value Etf Us Mktwide Value (DFUV)	0.5	$4.5M		121k	37.22	View chart
Spdr Gold Tr Gold Gold Shs (GLD)	0.5	$4.4M	-49%	23k	191.16	View chart
Shopify Inc Cl A Isin#ca82509l1076 Cl A (SHOP)	0.5	$4.2M		54k	77.91	View chart
Golub Capital BDC (GBDC)	0.5	$4.0M	+17%	266k	15.10	View chart
Home Depot (HD)	0.4	$3.8M	NEW	11k	346.53	View chart
Ishares Tr 20 Yr Treas Bd Etf 20 Yr Tr Bd Etf (TLT)	0.4	$3.8M	-9%	38k	98.88	View chart
Verizon Communications (VZ)	0.4	$3.7M	+9%	98k	37.70	View chart
Meta Platforms Inc Cl A Cl A (META)	0.4	$3.7M	-8%	10k	353.98	View chart
Dimensional Etf Tr Us Large Cap Value Etf Us Large Cap Val (DFLV)	0.4	$3.6M	-3%	134k	27.05	View chart
Ishares Tr Russell 2000 Etf Russell 2000 Etf (IWM)	0.4	$3.6M	-13%	18k	200.71	View chart
Invesco Exchange-traded Fd Tr Ii Dorsey Wright Emerging Mkts Momentum Etf Dorsey Wrgt Emrg (PIE)	0.4	$3.5M	+47%	179k	19.69	View chart
Carrier Global Corporation (CARR)	0.4	$3.4M	NEW	59k	57.45	View chart
Spdr Ser Tr Portfolio S&p 600 Small Cap Etf Portfolio S&p600 (SPSM)	0.4	$3.3M	-4%	78k	42.18	View chart
Ishares Tr Russell 1000 Etf Rus 1000 Etf (IWB)	0.4	$3.2M		12k	262.27	View chart
Wal-Mart Stores (WMT)	0.4	$3.1M	NEW	20k	157.66	View chart
Select Sector Spdr Tr Energy Energy (XLE)	0.3	$3.0M	-36%	36k	83.84	View chart
Pepsi (PEP)	0.3	$3.0M		18k	169.86	View chart
Vanguard Scottsdale Fds Vanguard Russell 1000 Index Fd Etf Vng Rus1000idx (VONE)	0.3	$2.9M	NEW	13k	216.95	View chart
Goldman Sachs Etf Tr Tr Activebeta Intl Equity Etf Activebeta Int (GSIE)	0.3	$2.8M	-33%	87k	32.66	View chart
Chevron Corporation (CVX)	0.3	$2.7M	-6%	18k	149.18	View chart
International Business Machines (IBM)	0.3	$2.6M	NEW	16k	163.55	View chart
Vanguard Specialized Funds Divid Appreciation Etf Div App Etf (VIG)	0.3	$2.6M	+6%	16k	170.41	View chart
Otis Worldwide Corp (OTIS)	0.3	$2.6M	NEW	29k	89.46	View chart
Coca-Cola Company (KO)	0.3	$2.5M		43k	58.93	View chart
Ishares Tr Msci Eafe Small Cap Etf Eafe Sml Cp Etf (SCZ)	0.3	$2.4M	-23%	39k	61.91	View chart
Abbvie (ABBV)	0.3	$2.4M	-2%	15k	154.96	View chart
CVS Caremark Corporation (CVS)	0.3	$2.4M	-3%	30k	78.96	View chart
At&t (T)	0.3	$2.2M	-14%	134k	16.78	View chart
Schwab Strategic Tr Intl Small Cap Equity Etf Intl Sceqt Etf (SCHC)	0.3	$2.2M	+78%	64k	34.89	View chart
Ishares Tr Morningstar Small-cap Growth Etf MRGSTR SM CP GR (ISCG)	0.2	$2.2M		50k	43.99	View chart
Intel Corporation (INTC)	0.2	$2.2M	+13%	43k	50.25	View chart
M&T Bank Corporation (MTB)	0.2	$2.2M	-2%	16k	137.08	View chart
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)	0.2	$2.1M	-60%	29k	75.36	View chart
American Centy Etf Tr Avantis U S Small Cap Value Etf Us Sml Cp Valu (AVUV)	0.2	$2.1M	NEW	24k	89.80	View chart
Vanguard Bd Index Fds Vanguard Total Bd Market Etf Total Bnd Mrkt (BND)	0.2	$2.1M		29k	73.53	View chart
First Tr Exchange Traded Fd Wtr Etf Wtr Etf (FIW)	0.2	$2.1M		22k	94.80	View chart
Dimensional Etf Tr U S Equity Etf Us Equity Etf (DFUS)	0.2	$2.1M		40k	51.83	View chart
Merck & Co (MRK)	0.2	$2.1M	+21%	19k	109.00	View chart
Bank of America Corporation (BAC)	0.2	$2.0M		61k	33.67	View chart
Ishares Tr Morningstar Mid Cap Growth Etf MRGSTR MD CP GRW (IMCG)	0.2	$1.9M		30k	64.45	View chart
Dimensional Etf Tr Us Core Etf Us Core Eqt Mkt (DFAU)	0.2	$1.8M		55k	33.25	View chart
J P Morgan Exchange-traded Fd Tr Equity Premium Income Etf Equity Premium (JEPI)	0.2	$1.8M	+3%	33k	54.98	View chart
Walt Disney Company (DIS)	0.2	$1.8M		20k	90.29	View chart
Wisdomtree Tr U S Esg Us Esg Fund	0.2	$1.8M		36k	49.18	View chart
Vanguard Intl Equity Index Fds Vanguard Ftse All World Ex Us Etf Allwrld Ex Us (VEU)	0.2	$1.7M	-16%	31k	56.14	View chart
Ishares Tr Morningstar Mid Cap Value Etf Mrgstr Md Cp Val (IMCV)	0.2	$1.6M		23k	67.71	View chart
Pfizer (PFE)	0.2	$1.5M	-15%	54k	28.78	View chart
Toronto Dominion Bk Isin#ca8911605092 Com New (TD)	0.2	$1.5M	-4%	23k	64.63	View chart
Ishares Gold Tr Ishares Ishares New (IAU)	0.2	$1.5M		38k	39.01	View chart
Paypal Holdings (PYPL)	0.2	$1.5M	NEW	24k	61.38	View chart
Invesco Exchange-traded Fd Tr Ftse Rafi Us 1000 Etf Ftse Rafi 1000 (PRF)	0.2	$1.4M		41k	35.19	View chart
Ishares Tr Core Msci Eafe Etf Core Msci Eafe (IEFA)	0.2	$1.4M	-20%	20k	70.34	View chart
Cisco Systems (CSCO)	0.2	$1.4M		27k	50.53	View chart
Ishares Tr Core S&p U S Value Etf Core S&p Us Vlu (IUSV)	0.2	$1.4M		16k	84.33	View chart
Citigroup Com New (C)	0.2	$1.3M	NEW	26k	51.46	View chart
Comcast Corp New Cl A Cl A (CMCSA)	0.1	$1.3M	+2%	30k	43.85	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.3M	-9%	10k	130.93	View chart
Wp Carey (WPC)	0.1	$1.3M	-4%	19k	64.79	View chart
Investment Managers Ser Tr Ii Axs Short Innovation Daily Etf Axs Short Innov (SARK)	0.1	$1.2M	-14%	47k	25.95	View chart
Tpi Composites (TPIC)	0.1	$1.2M		297k	4.14	View chart
Schwab Strategic Tr Us Large-cap Growth Etf Us Lcap Gr Etf (SCHG)	0.1	$1.2M	-2%	14k	82.95	View chart
Webster Financial Corporation (WBS)	0.1	$1.2M		24k	50.75	View chart
Walgreen Boots Alliance (WBA)	0.1	$1.2M	+40%	45k	26.12	View chart
Spdr Index Shs Fds S&p Emerging Mkts Etf Portfolio Emg Mk (SPEM)	0.1	$1.2M	-34%	33k	35.41	View chart
Devon Energy Corporation (DVN)	0.1	$1.2M	+4%	25k	45.31	View chart
Enbridge (ENB)	0.1	$1.1M		32k	36.19	View chart
Realty Income (O)	0.1	$1.1M	-8%	19k	57.42	View chart
Ishares Tr Morningstar Small-cap Value Etf Mrning Sm Cp Etf (ISCV)	0.1	$1.1M	-8%	18k	59.24	View chart
Philip Morris International (PM)	0.1	$1.1M		12k	94.05	View chart
Oracle Corporation (ORCL)	0.1	$1.1M		10k	105.42	View chart
Vanguard Admiral Fds Inc S&p Midcap 400 Index Fd Etf Midcp 400 Idx (IVOO)	0.1	$1.1M		11k	93.95	View chart
Midcap Finl Invt Corp Com New (MFIC)	0.1	$1.0M	+17%	76k	13.68	View chart
Ishares Tr 1-5 Yr Invt Grade Corporate Bd Etf Ishs 1-5yr Invs (IGSB)	0.1	$1.0M		20k	51.29	View chart
Vanguard Scottsdale Fds Vanguard Russell 2000 Index Fd Etf Vng Rus2000idx (VTWO)	0.1	$973k		12k	81.08	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$961k	NEW	24k	40.22	View chart
Ares Capital Corporation (ARCC)	0.1	$922k		46k	20.04	View chart
Kraft Heinz (KHC)	0.1	$911k	-13%	25k	36.98	View chart
J P Morgan Exchange-traded Fd Tr Ultra-short Income Etf Ultra Shrt Inc (JPST)	0.1	$910k		18k	50.22	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$906k	-24%	51k	17.94	View chart
Vanguard Intl Equity Index Fds Ftse Emerging Mkts Etf Ftse Emr Mkt Etf (VWO)	0.1	$877k	-49%	21k	41.12	View chart
Doubleline Income Solutions (DSL)	0.1	$869k	-9%	71k	12.25	View chart
Ishares Silver Tr Ishares Ishares (SLV)	0.1	$861k		40k	21.79	View chart
Bristol Myers Squibb (BMY)	0.1	$842k	+2%	16k	51.32	View chart
Lincoln National Corporation (LNC)	0.1	$821k		31k	26.96	View chart
Ishares Tr Russell Mid-cap Etf Rus Mid Cap Etf (IWR)	0.1	$817k		11k	77.71	View chart
Schwab Strategic Tr Us Dividend Equity Etf Us Dividend Eq (SCHD)	0.1	$798k	NEW	11k	76.11	View chart
Innovator Etfs Tr Growth 100 Power Buffer Etf - April GRWT100 PWR BF (NAPR)	0.1	$784k		18k	44.46	View chart
Fs Kkr Capital Corp (FSK)	0.1	$780k	+2%	39k	19.98	View chart
Astrazeneca Plc Sponsored Adr Isin#us0463531089 Sponsored Adr (AZN)	0.1	$777k		12k	67.33	View chart
Occidental Petroleum Corporation (OXY)	0.1	$772k		13k	59.72	View chart
Dimensional Etf Tr Us Core Equity 1 Etf Us Core Equity 1 (DCOR)	0.1	$768k	NEW	14k	53.45	View chart
Ishares Inc Core Msci Emerging Mkts Etf Core Msci Emkt (IEMG)	0.1	$768k		15k	50.59	View chart
Wells Fargo & Company (WFC)	0.1	$763k		16k	49.21	View chart
Pacer Fds Tr Us Cash Cows 100 Etf Us Cash Cows 100 (COWZ)	0.1	$762k	NEW	15k	52.01	View chart
Nextera Energy (NEE)	0.1	$738k	-12%	12k	60.73	View chart
Newmont Mining Corporation (NEM)	0.1	$729k	NEW	18k	41.37	View chart
Innovator Etfs Tr U S Equity Buffer Etf April Us Eqt Bufr Apr (BAPR)	0.1	$719k		19k	38.20	View chart
Invesco Exchange-traded Fd Tr Ii Sr Ln Etf Sr Ln Etf (BKLN)	0.1	$702k		33k	21.18	View chart
Altria (MO)	0.1	$702k	-9%	17k	40.31	View chart
Vanguard Scottsdale Fds Vanguard Short-term Treas Index Short Term Treas (VGSH)	0.1	$681k		12k	58.30	View chart
Corning Incorporated (GLW)	0.1	$681k	NEW	22k	30.43	View chart
Dimensional Etf Tr U S Sm Cap Etf Us Small Cap Etf (DFAS)	0.1	$672k	-2%	11k	59.62	View chart
Phillips Edison & Co Common Stock (PECO)	0.1	$669k		18k	36.51	View chart
CSX Corporation (CSX)	0.1	$661k		19k	34.69	View chart
Innovator Etfs Tr U S Equity Pwr Buffer Etf April Us Eqt Pwr Buf (PAPR)	0.1	$659k		20k	32.67	View chart
Spdr Index Shs Fds Spdr Port Developed World Ex-us Etf Portfolio Devlpd (SPDW)	0.1	$597k		18k	34.02	View chart
Key (KEY)	0.1	$585k	+13%	41k	14.41	View chart
First Trust S&P REIT Index Fund (FRI)	0.1	$579k		22k	26.25	View chart
eBay (EBAY)	0.1	$543k		12k	43.66	View chart
Safety Shot Com New (SHOT)	0.1	$535k	NEW	153k	3.51	View chart
Innovator Etfs Tr Growth 100 Pwr Buffer Etf January GRWT100 PWR BF (NJAN)	0.1	$525k		13k	41.69	View chart
Ishares Tr Blackrock Ultra Short-term Bd Etf Blackrock Ultra (ICSH)	0.1	$505k	-3%	10k	50.35	View chart
Phreesia (PHR)	0.1	$463k		20k	23.15	View chart
Blackrock Tcp Cap Corp (TCPC)	0.1	$454k	-41%	39k	11.53	View chart
Enterprise Products Partners (EPD)	0.1	$454k		17k	26.37	View chart
Bp Plc Spons Sponsored Adr (BP)	0.0	$442k		13k	35.36	View chart
Ishares Tr Ibonds 2024 Term High Yield & Income Etf Ibonds 24 Trm Hg (IBHD)	0.0	$438k	+16%	19k	23.20	View chart
Innovator Etfs Tr U S Equity Pwr Buffer Etf - September Us Eqty Pwr Buf (PSEP)	0.0	$428k		12k	34.76	View chart
Innovator Etfs Tr U S Equity Power Buffer Etf March Us Eqty Pwr Buf (PMAR)	0.0	$416k		12k	35.58	View chart
Cabot Oil & Gas Corporation (CTRA)	0.0	$415k		16k	25.52	View chart
Global X Fds Superdividend U S Etf Globx Supdv Us (DIV)	0.0	$390k	-12%	23k	17.18	View chart
Goldman Sachs Bdc SHS (GSBD)	0.0	$369k	-4%	25k	14.65	View chart
Innovator Etfs Tr U S Equity Pwr Buffer Etf December Us Eqty Pwr Buf (PDEC)	0.0	$366k	NEW	10k	35.08	View chart
Sofi Technologies (SOFI)	0.0	$356k	NEW	36k	9.95	View chart
Ford Motor Company (F)	0.0	$341k	-61%	28k	12.20	View chart
Dimensional Etf Tr Global Real Estate Etf Global Real Est (DFGR)	0.0	$323k	NEW	12k	25.99	View chart
New York Community Ban (NYCB)	0.0	$293k		29k	10.24	View chart
Independence Realty Trust In (IRT)	0.0	$291k		19k	15.29	View chart
Eaton V.Tax-Advantaged Dividend Inc Fund (EVT)	0.0	$288k		13k	22.29	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.0	$287k		24k	12.19	View chart
Manulife Finl Corp (MFC)	0.0	$284k		13k	22.06	View chart
Cohen & Steers infrastucture Fund (UTF)	0.0	$267k		13k	21.23	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$263k		34k	7.71	View chart
Global Net Lease Com New (GNL)	0.0	$260k	+3%	26k	9.96	View chart
Ww Intl (WW)	0.0	$254k	-75%	29k	8.75	View chart
Annaly Cap Mgmt Com New (NLY)	0.0	$225k		12k	19.33	View chart
Suburban Propane Partners L P Unit Ltd Partnership Int Unit Ltd Partn (SPH)	0.0	$224k		13k	17.80	View chart
Kkr Income Opportunities (KIO)	0.0	$204k	-39%	16k	12.56	View chart

Past Filings by M Holdings Securities

SEC 13F filings are viewable for M Holdings Securities going back to 2012

M Holdings Securities 2023 Q3 filed Feb. 14, 2024
M Holdings Securities 2023 Q4 filed Feb. 14, 2024
M Holdings Securities 2023 Q2 filed Sept. 26, 2023
M Holdings Securities 2023 Q1 filed May 16, 2023
M Holdings Securities 2022 Q4 filed Feb. 13, 2023
M Holdings Securities 2022 Q3 filed Nov. 17, 2022
M Holdings Securities 2022 Q2 filed Aug. 16, 2022
M Holdings Securities 2022 Q1 filed May 24, 2022
M Holdings Securities 2021 Q2 filed Aug. 19, 2021
M Holdings Securities 2021 Q1 filed May 12, 2021
M Holdings Securities 2020 Q4 filed Feb. 26, 2021
M Holdings Securities 2020 Q3 filed Nov. 16, 2020
M Holdings Securities 2020 Q2 filed Aug. 21, 2020
M Holdings Securities 2020 Q1 filed May 13, 2020
M Holdings Securities 2019 Q4 filed Feb. 10, 2020
M Holdings Securities 2019 Q3 filed Nov. 4, 2019

View all past filings

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