M Holdings Securities as of Dec. 31, 2013
Portfolio Holdings for M Holdings Securities
M Holdings Securities holds 181 positions in its portfolio as reported in the December 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares Lehman 1-3 Year Treas.Bond (SHY) | 5.7 | $8.0M | 95k | 84.38 | |
Berkshire Hathaway (BRK.B) | 5.2 | $7.3M | 61k | 118.55 | |
Exxon Mobil Corporation (XOM) | 3.8 | $5.3M | 53k | 101.20 | |
United Technologies Corporation | 3.4 | $4.8M | 43k | 113.80 | |
Assured Guaranty (AGO) | 2.8 | $3.9M | 164k | 23.59 | |
Procter & Gamble Company (PG) | 2.5 | $3.5M | 43k | 81.41 | |
Apple (AAPL) | 2.4 | $3.4M | 6.0k | 561.07 | |
SPDR Dow Jones Global Real Estate (RWO) | 2.2 | $3.1M | 74k | 41.53 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 1.9 | $2.7M | 54k | 50.73 | |
Ford Motor Company (F) | 1.9 | $2.7M | 173k | 15.43 | |
General Electric Company | 1.8 | $2.5M | 88k | 28.03 | |
iShares Russell 1000 Index (IWB) | 1.8 | $2.5M | 24k | 103.15 | |
Vanguard Dividend Appreciation ETF (VIG) | 1.5 | $2.2M | 29k | 75.24 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 1.4 | $2.0M | 26k | 79.79 | |
Chevron Corporation (CVX) | 1.4 | $2.0M | 16k | 124.91 | |
BE Aerospace | 1.4 | $2.0M | 23k | 87.04 | |
First Connecticut | 1.4 | $1.9M | 120k | 16.12 | |
Vanguard Total Stock Market ETF (VTI) | 1.3 | $1.8M | 19k | 95.94 | |
Vanguard Emerging Markets ETF (VWO) | 1.3 | $1.8M | 45k | 41.13 | |
Vanguard Small-Cap ETF (VB) | 1.3 | $1.8M | 16k | 109.94 | |
iShares Gold Trust | 1.2 | $1.7M | 147k | 11.68 | |
SPDR DJ Wilshire Small Cap Value (SLYV) | 1.2 | $1.7M | 16k | 106.48 | |
Coca-Cola Company (KO) | 1.2 | $1.7M | 40k | 41.31 | |
eBay (EBAY) | 1.2 | $1.6M | 30k | 54.86 | |
1.0 | $1.5M | 1.3k | 1120.56 | ||
iShares FTSE EPRA/NAREIT Dev Gl Real ETF (IFGL) | 1.0 | $1.4M | 46k | 30.86 | |
WisdomTree LargeCap Dividend Fund (DLN) | 1.0 | $1.4M | 21k | 66.52 | |
iShares S&P NA Nat. Re. Sc. Idx (IGE) | 0.9 | $1.3M | 30k | 43.40 | |
International Business Machines (IBM) | 0.9 | $1.2M | 6.6k | 187.60 | |
Boswell J G Co Bwel (BWEL) | 0.9 | $1.2M | 1.4k | 880.00 | |
iShares Morningstar Small Value (ISCV) | 0.8 | $1.1M | 9.0k | 120.25 | |
iShares Morningstar Mid Growth Idx (IMCG) | 0.8 | $1.1M | 7.5k | 142.57 | |
iShares Morningstar Small Growth (ISCG) | 0.8 | $1.1M | 8.0k | 132.45 | |
Honeywell International (HON) | 0.7 | $1.0M | 11k | 91.38 | |
iShares Morningstar Mid Value Idx (IMCV) | 0.7 | $1.0M | 8.9k | 114.33 | |
SPDR KBW Bank (KBE) | 0.7 | $1.0M | 30k | 33.17 | |
WisdomTree Total Earnings Fund | 0.7 | $1.0M | 15k | 66.81 | |
Johnson & Johnson (JNJ) | 0.7 | $970k | 11k | 91.63 | |
Cisco Systems (CSCO) | 0.7 | $966k | 43k | 22.44 | |
Microsoft Corporation (MSFT) | 0.7 | $930k | 25k | 37.41 | |
Pepsi (PEP) | 0.6 | $904k | 11k | 82.94 | |
PowerShares FTSE RAFI US 1000 | 0.6 | $899k | 11k | 82.90 | |
Columbia Ppty Tr | 0.6 | $894k | 36k | 24.99 | |
iShares Lehman Aggregate Bond (AGG) | 0.6 | $853k | 8.0k | 106.45 | |
Accenture (ACN) | 0.6 | $816k | 9.9k | 82.22 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.6 | $818k | 7.8k | 105.49 | |
Claymore Beacon Global Timber Index | 0.6 | $794k | 31k | 25.90 | |
Andersons (ANDE) | 0.6 | $785k | 8.8k | 89.19 | |
Seadrill | 0.6 | $772k | 19k | 41.06 | |
SPDR S&P Dividend (SDY) | 0.6 | $775k | 11k | 72.63 | |
Target Corporation (TGT) | 0.5 | $755k | 12k | 63.29 | |
JPMorgan Chase & Co. (JPM) | 0.5 | $733k | 13k | 58.52 | |
iShares MSCI EAFE Index Fund (EFA) | 0.5 | $724k | 11k | 67.09 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.5 | $733k | 6.7k | 109.85 | |
Boeing Company (BA) | 0.5 | $714k | 5.2k | 136.55 | |
Vanguard Total Bond Market ETF (BND) | 0.5 | $687k | 8.6k | 80.00 | |
Citigroup (C) | 0.5 | $688k | 13k | 52.13 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.5 | $680k | 3.0k | 227.05 | |
Wal-Mart Stores (WMT) | 0.5 | $652k | 8.3k | 78.67 | |
Spdr S&p 500 Etf (SPY) | 0.4 | $611k | 3.3k | 184.59 | |
Ecolab (ECL) | 0.4 | $609k | 5.8k | 104.19 | |
United Parcel Service (UPS) | 0.4 | $601k | 5.7k | 105.05 | |
At&t (T) | 0.4 | $556k | 16k | 35.15 | |
Qualcomm (QCOM) | 0.4 | $555k | 7.5k | 74.21 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.4 | $542k | 6.6k | 82.68 | |
Facebook Inc cl a (META) | 0.4 | $542k | 9.9k | 54.61 | |
Illinois Tool Works (ITW) | 0.4 | $527k | 6.3k | 84.02 | |
SPDR S&P Biotech (XBI) | 0.4 | $531k | 4.1k | 130.21 | |
McDonald's Corporation (MCD) | 0.4 | $525k | 5.4k | 97.01 | |
Wells Fargo & Company (WFC) | 0.4 | $510k | 11k | 45.38 | |
Intel Corporation (INTC) | 0.3 | $485k | 19k | 25.96 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.3 | $479k | 12k | 41.82 | |
CIGNA Corporation | 0.3 | $472k | 5.4k | 87.39 | |
Royal Dutch Shell | 0.3 | $470k | 6.6k | 71.29 | |
iShares Russell 1000 Value Index (IWD) | 0.3 | $483k | 5.1k | 94.17 | |
iShares S&P 500 Growth Index (IVW) | 0.3 | $470k | 4.8k | 98.66 | |
SPDR DB Int'l Govt Infl Pro Bond (WIP) | 0.3 | $470k | 8.0k | 58.49 | |
Micron Technology (MU) | 0.3 | $460k | 21k | 21.74 | |
iShares Russell 1000 Growth Index (IWF) | 0.3 | $466k | 5.4k | 85.98 | |
E.I. du Pont de Nemours & Company | 0.3 | $449k | 6.9k | 64.95 | |
Proshs Ultrashrt S&p500 Prosha etf | 0.3 | $450k | 15k | 29.69 | |
Walt Disney Company (DIS) | 0.3 | $428k | 5.6k | 76.44 | |
Air Products & Chemicals (APD) | 0.3 | $429k | 3.8k | 111.86 | |
Stryker Corporation (SYK) | 0.3 | $429k | 5.7k | 75.17 | |
SPDR Gold Trust (GLD) | 0.3 | $440k | 3.8k | 116.19 | |
PowerShares FTSE RAFI US 1500 Small-Mid | 0.3 | $428k | 4.4k | 97.78 | |
iShares S&P Latin America 40 Index (ILF) | 0.3 | $441k | 12k | 37.04 | |
Pfizer (PFE) | 0.3 | $423k | 14k | 30.64 | |
SPDR Barclays Capital High Yield B | 0.3 | $417k | 10k | 40.55 | |
Emerson Electric (EMR) | 0.3 | $411k | 5.9k | 70.17 | |
Vanguard Value ETF (VTV) | 0.3 | $405k | 5.3k | 76.42 | |
Vanguard Materials ETF (VAW) | 0.3 | $402k | 3.9k | 103.26 | |
Lowe's Companies (LOW) | 0.3 | $383k | 7.7k | 49.55 | |
iShares Russell 2000 Value Index (IWN) | 0.3 | $377k | 3.8k | 99.60 | |
SPDR Barclays Capital Intl Tresy Bd ETF (BWX) | 0.3 | $382k | 6.6k | 57.70 | |
Vanguard REIT ETF (VNQ) | 0.3 | $377k | 5.8k | 64.58 | |
Danaher Corporation (DHR) | 0.3 | $358k | 4.6k | 77.16 | |
St. Joe Company (JOE) | 0.3 | $363k | 19k | 19.21 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.3 | $369k | 4.0k | 92.99 | |
iShares MSCI EAFE Value Index (EFV) | 0.3 | $366k | 6.4k | 57.15 | |
3M Company (MMM) | 0.2 | $357k | 2.5k | 140.33 | |
Energy Transfer Equity (ET) | 0.2 | $353k | 4.3k | 81.73 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.2 | $347k | 3.0k | 114.30 | |
iShares Russell Midcap Index Fund (IWR) | 0.2 | $352k | 2.3k | 149.85 | |
UnitedHealth (UNH) | 0.2 | $333k | 4.4k | 75.25 | |
Energy Transfer Partners | 0.2 | $340k | 5.9k | 57.27 | |
SouFun Holdings | 0.2 | $330k | 4.0k | 82.50 | |
PowerShares FTSE RAFI Developed Markets | 0.2 | $332k | 7.6k | 43.96 | |
Abbvie (ABBV) | 0.2 | $334k | 6.3k | 52.75 | |
Vanguard S&p 500 Etf idx (VOO) | 0.2 | $333k | 2.0k | 169.21 | |
Home Depot (HD) | 0.2 | $320k | 3.9k | 82.24 | |
Abbott Laboratories (ABT) | 0.2 | $322k | 8.4k | 38.37 | |
Tenne | 0.2 | $326k | 5.8k | 56.60 | |
Lydall | 0.2 | $318k | 18k | 17.64 | |
Powershares Global Etf Trust ex us sml port | 0.2 | $316k | 11k | 27.93 | |
Direxion Shs Etf Tr Daily 20+ | 0.2 | $324k | 4.5k | 72.68 | |
Caterpillar (CAT) | 0.2 | $304k | 3.3k | 90.83 | |
Thermo Fisher Scientific (TMO) | 0.2 | $314k | 2.8k | 111.23 | |
MetLife (MET) | 0.2 | $311k | 5.8k | 53.98 | |
iShares Silver Trust (SLV) | 0.2 | $312k | 17k | 18.68 | |
Schwab Strategic Tr us reit etf (SCHH) | 0.2 | $308k | 10k | 30.20 | |
Diamond Offshore Drilling | 0.2 | $296k | 5.2k | 56.92 | |
iShares S&P 500 Index (IVV) | 0.2 | $295k | 1.6k | 185.42 | |
ETFS Gold Trust | 0.2 | $297k | 2.5k | 118.23 | |
Verizon Communications (VZ) | 0.2 | $282k | 5.7k | 49.06 | |
ConocoPhillips (COP) | 0.2 | $276k | 3.9k | 70.61 | |
Schlumberger (SLB) | 0.2 | $284k | 3.2k | 90.13 | |
PIMCO 1-5 Year US TIPS Index Fund (STPZ) | 0.2 | $275k | 5.2k | 52.85 | |
FirstEnergy (FE) | 0.2 | $267k | 8.1k | 32.97 | |
PowerShares QQQ Trust, Series 1 | 0.2 | $264k | 3.0k | 87.91 | |
Vanguard Financials ETF (VFH) | 0.2 | $269k | 6.1k | 44.39 | |
iShares S&P NA Tec.-Mul. Net. Idx. (IDGT) | 0.2 | $270k | 8.4k | 32.34 | |
CVS Caremark Corporation (CVS) | 0.2 | $246k | 3.4k | 71.70 | |
Southern Company (SO) | 0.2 | $251k | 6.1k | 41.18 | |
iShares MSCI EAFE Growth Index (EFG) | 0.2 | $250k | 3.5k | 71.49 | |
Merck & Co (MRK) | 0.2 | $233k | 4.7k | 49.95 | |
Kinder Morgan Energy Partners | 0.2 | $239k | 3.0k | 80.58 | |
WisdomTree DEFA (DWM) | 0.2 | $237k | 4.4k | 54.46 | |
Central Gold-Trust | 0.2 | $242k | 5.8k | 41.44 | |
Annaly Capital Management | 0.2 | $227k | 23k | 9.98 | |
Bristol Myers Squibb (BMY) | 0.2 | $222k | 4.2k | 53.05 | |
Automatic Data Processing (ADP) | 0.2 | $221k | 2.7k | 80.83 | |
Morgan Stanley (MS) | 0.2 | $230k | 7.3k | 31.36 | |
CenturyLink | 0.2 | $220k | 6.9k | 31.81 | |
Novartis (NVS) | 0.2 | $219k | 2.7k | 80.49 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.2 | $224k | 5.9k | 37.69 | |
National Interstate Corporation | 0.2 | $227k | 9.9k | 23.03 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.2 | $222k | 2.6k | 84.41 | |
WisdomTree LargeCap Value Fund (WTV) | 0.2 | $226k | 3.9k | 57.67 | |
Bank of America Corporation (BAC) | 0.1 | $214k | 14k | 15.54 | |
Nu Skin Enterprises (NUS) | 0.1 | $213k | 1.5k | 138.31 | |
Exelon Corporation (EXC) | 0.1 | $215k | 7.9k | 27.36 | |
Manulife Finl Corp (MFC) | 0.1 | $212k | 11k | 19.71 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.1 | $212k | 2.0k | 103.52 | |
Parex Res (PARXF) | 0.1 | $212k | 34k | 6.20 | |
Corning Incorporated (GLW) | 0.1 | $196k | 11k | 17.81 | |
Inland American Real Estate Tr | 0.1 | $193k | 28k | 6.92 | |
DCT Industrial Trust | 0.1 | $175k | 25k | 7.15 | |
Sirius Xm Holdings (SIRI) | 0.1 | $122k | 35k | 3.49 | |
Two Harbors Investment | 0.1 | $108k | 12k | 9.31 | |
Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.1 | $114k | 10k | 11.37 | |
Hines Reit Inc Com Stk | 0.1 | $107k | 17k | 6.38 | |
Dreyfus Strategic Municipal Bond Fund | 0.1 | $95k | 13k | 7.44 | |
Integrated Environmental T | 0.1 | $92k | 770k | 0.12 | |
Apa Group for | 0.1 | $70k | 13k | 5.38 | |
Gastar Exploration | 0.1 | $76k | 11k | 6.91 | |
Alumina (AWCMY) | 0.0 | $60k | 15k | 3.96 | |
Oi Sa-adr sp | 0.0 | $26k | 17k | 1.58 | |
Northern Gold Mng | 0.0 | $8.2k | 206k | 0.04 | |
Young Broadcasting | 0.0 | $0 | 15k | 0.00 | |
Green Planet Group | 0.0 | $0 | 25k | 0.00 | |
Perf Go-green | 0.0 | $0 | 10k | 0.00 | |
Corridor Communications Corp | 0.0 | $0 | 50k | 0.00 | |
Fuse Science | 0.0 | $0 | 20k | 0.00 | |
Torvec Inc equity | 0.0 | $4.0k | 10k | 0.40 | |
Medical Marijuana Inc cs (MJNA) | 0.0 | $2.0k | 11k | 0.18 | |
Advantage Cap Dev | 0.0 | $0 | 10k | 0.00 | |
Verde Media | 0.0 | $0 | 428k | 0.00 | |
Future Now | 0.0 | $0 | 27k | 0.00 | |
Digital Dev | 0.0 | $944.000000 | 24k | 0.04 | |
Rstk Green Planet | 0.0 | $6.2k | 625k | 0.01 |