M Holdings Securities as of June 30, 2015
Portfolio Holdings for M Holdings Securities
M Holdings Securities holds 195 positions in its portfolio as reported in the June 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Berkshire Hath-cl B | 5.1 | $7.6M | 56k | 136.10 | |
Apple Computer | 3.5 | $5.2M | 42k | 125.43 | |
SPDR Dow Jones Global Real Estate (RWO) | 3.5 | $5.2M | 113k | 45.82 | |
United Technologies Corporation | 3.4 | $5.1M | 46k | 110.93 | |
Assured Guaranty (AGO) | 2.9 | $4.3M | 178k | 23.99 | |
Exxon Mobil Corporation (XOM) | 2.7 | $4.0M | 48k | 83.20 | |
iShares Russell 1000 Index (IWB) | 2.5 | $3.7M | 32k | 116.03 | |
Procter & Gamble Company (PG) | 2.2 | $3.3M | 43k | 78.24 | |
General Electric Company | 1.7 | $2.5M | 93k | 26.57 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 1.6 | $2.3M | 48k | 48.55 | |
iShares Lehman Aggregate Bond (AGG) | 1.3 | $2.0M | 19k | 108.78 | |
Ford Motor Company (F) | 1.3 | $1.9M | 128k | 15.01 | |
First Connecticut | 1.3 | $1.9M | 120k | 15.87 | |
PowerShares FTSE RAFI US 1000 | 1.2 | $1.8M | 20k | 90.67 | |
eBay (EBAY) | 1.2 | $1.8M | 30k | 60.23 | |
Vanguard Dividend Appreciation ETF (VIG) | 1.1 | $1.6M | 21k | 78.60 | |
Honeywell International (HON) | 1.0 | $1.6M | 15k | 101.98 | |
Coca-Cola Company (KO) | 1.0 | $1.5M | 40k | 39.22 | |
Chevron Corporation (CVX) | 1.0 | $1.5M | 16k | 96.47 | |
WisdomTree LargeCap Dividend Fund (DLN) | 1.0 | $1.5M | 21k | 72.50 | |
Pepsi (PEP) | 1.0 | $1.5M | 16k | 93.36 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 1.0 | $1.4M | 17k | 84.86 | |
Johnson & Johnson (JNJ) | 1.0 | $1.4M | 15k | 97.46 | |
Cisco Systems (CSCO) | 1.0 | $1.4M | 53k | 27.47 | |
BE AEROSPACE INC COM Stk | 0.9 | $1.4M | 26k | 54.90 | |
iShares Gold Trust | 0.9 | $1.4M | 124k | 11.34 | |
International Business Machines (IBM) | 0.9 | $1.4M | 8.4k | 162.65 | |
SPDR S&P Dividend (SDY) | 0.9 | $1.4M | 18k | 76.19 | |
iShares Morningstar Small Value (ISCV) | 0.9 | $1.3M | 10k | 125.92 | |
iShares Russell 1000 Value Index (IWD) | 0.8 | $1.2M | 12k | 103.14 | |
iShares Morningstar Mid Growth Idx (IMCG) | 0.8 | $1.2M | 7.5k | 164.59 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.8 | $1.2M | 16k | 79.61 | |
Microsoft Corporation (MSFT) | 0.8 | $1.2M | 27k | 44.17 | |
Target Corporation (TGT) | 0.8 | $1.2M | 14k | 81.64 | |
iShares Morningstar Small Growth (ISCG) | 0.8 | $1.2M | 8.0k | 145.03 | |
JPMorgan Chase & Co. (JPM) | 0.7 | $1.1M | 16k | 67.77 | |
iShares Morningstar Mid Value Idx (IMCV) | 0.7 | $1.1M | 8.5k | 123.69 | |
0.7 | $1.0M | 1.9k | 539.95 | ||
Accenture (ACN) | 0.7 | $991k | 10k | 96.77 | |
SPDR DJ Wilshire Small Cap Value (SLYV) | 0.7 | $971k | 9.2k | 106.09 | |
Vanguard REIT ETF (VNQ) | 0.6 | $960k | 13k | 74.71 | |
Powershares Etf Trust dyna buybk ach | 0.6 | $947k | 20k | 48.60 | |
Walt Disney Company (DIS) | 0.6 | $927k | 8.1k | 114.13 | |
Facebook Inc cl a (META) | 0.6 | $906k | 11k | 85.77 | |
WisdomTree Total Earnings Fund | 0.6 | $881k | 12k | 73.72 | |
PowerShares FTSE RAFI US 1500 Small-Mid | 0.6 | $868k | 8.4k | 103.70 | |
Wells Fargo & Company (WFC) | 0.6 | $858k | 15k | 56.24 | |
Merck & Co (MRK) | 0.6 | $850k | 15k | 56.93 | |
At&t (T) | 0.6 | $837k | 24k | 35.52 | |
CIGNA Corporation | 0.6 | $843k | 5.2k | 162.08 | |
Kinder Morgan (KMI) | 0.6 | $845k | 22k | 38.41 | |
Ecolab (ECL) | 0.6 | $823k | 7.3k | 113.13 | |
Abbvie (ABBV) | 0.5 | $785k | 12k | 67.23 | |
E.I. du Pont de Nemours & Company | 0.5 | $768k | 12k | 63.93 | |
Boeing | 0.5 | $761k | 5.5k | 138.64 | |
Barclays Bk Plc Ipsp croil etn | 0.5 | $760k | 63k | 12.04 | |
First Niagara Financial | 0.5 | $727k | 77k | 9.44 | |
Verizon Communications (VZ) | 0.5 | $688k | 15k | 46.63 | |
iShares Russell 1000 Growth Index (IWF) | 0.5 | $692k | 7.0k | 99.00 | |
iShares S&P NA Nat. Re. Sc. Idx (IGE) | 0.5 | $692k | 19k | 36.26 | |
McDonald's Corporation (MCD) | 0.5 | $674k | 7.1k | 95.08 | |
Wal-Mart Stores (WMT) | 0.4 | $655k | 9.2k | 70.94 | |
3M Company (MMM) | 0.4 | $653k | 4.2k | 154.37 | |
Citigroup (C) | 0.4 | $661k | 12k | 55.27 | |
Home Depot (HD) | 0.4 | $637k | 5.7k | 111.05 | |
Illinois Tool Works (ITW) | 0.4 | $645k | 7.0k | 91.81 | |
Vanguard Materials ETF (VAW) | 0.4 | $647k | 6.0k | 107.64 | |
Powershares Global Etf Trust ex us sml port | 0.4 | $648k | 23k | 28.14 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.4 | $627k | 5.4k | 115.77 | |
Claymore Beacon Global Timber Index | 0.4 | $625k | 25k | 25.46 | |
Stryker Corporation (SYK) | 0.4 | $620k | 6.5k | 95.49 | |
PowerShares FTSE RAFI Developed Markets | 0.4 | $617k | 15k | 40.73 | |
iShares Russell Midcap Value Index (IWS) | 0.4 | $596k | 8.1k | 73.82 | |
Intel Corporation (INTC) | 0.4 | $587k | 19k | 30.39 | |
Air Prod & Chem | 0.4 | $581k | 4.2k | 136.77 | |
Bk Of America Corp | 0.4 | $582k | 34k | 17.01 | |
Google Inc Class C | 0.4 | $586k | 1.1k | 520.43 | |
iShares MSCI EAFE Index Fund (EFA) | 0.4 | $564k | 8.9k | 63.52 | |
Vanguard Total Stock Market ETF (VTI) | 0.4 | $575k | 5.4k | 107.02 | |
SPDR Barclays Capital High Yield B | 0.4 | $569k | 15k | 38.41 | |
Pfizer (PFE) | 0.4 | $551k | 16k | 33.54 | |
Domino's Pizza (DPZ) | 0.4 | $549k | 4.8k | 113.34 | |
Danaher Corporation (DHR) | 0.4 | $539k | 6.3k | 85.53 | |
Lowe's Companies (LOW) | 0.4 | $542k | 8.1k | 66.93 | |
Qualcomm (QCOM) | 0.3 | $517k | 8.3k | 62.64 | |
iShares MSCI Taiwan Index | 0.3 | $502k | 32k | 15.78 | |
CVS Caremark Corporation (CVS) | 0.3 | $500k | 4.8k | 104.93 | |
Abbott Laboratories | 0.3 | $501k | 10k | 49.05 | |
MetLife (MET) | 0.3 | $490k | 8.8k | 55.94 | |
iShares S&P 500 Growth Index (IVW) | 0.3 | $497k | 4.4k | 113.76 | |
Caterpillar (CAT) | 0.3 | $480k | 5.7k | 84.84 | |
iShares S&P 500 Index (IVV) | 0.3 | $480k | 2.3k | 207.34 | |
iShares Russell Midcap Index Fund (IWR) | 0.3 | $478k | 2.8k | 170.23 | |
Vanguard S&p 500 Etf idx (VOO) | 0.3 | $476k | 2.5k | 188.74 | |
iShares Silver Trust (SLV) | 0.3 | $459k | 31k | 15.02 | |
iShares Dow Jones Select Dividend (DVY) | 0.3 | $471k | 6.3k | 75.11 | |
Vanguard Value ETF (VTV) | 0.3 | $457k | 5.5k | 83.38 | |
Jp Morgan Alerian Mlp Index | 0.3 | $458k | 12k | 39.62 | |
Leucadia National | 0.3 | $456k | 19k | 24.30 | |
Thermo Fisher Scientific (TMO) | 0.3 | $448k | 3.5k | 129.82 | |
iShares MSCI Canada Index (EWC) | 0.3 | $450k | 17k | 26.65 | |
Schwab Strategic Tr us reit etf (SCHH) | 0.3 | $430k | 12k | 36.33 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.3 | $416k | 4.7k | 88.74 | |
Alibaba Group Holding (BABA) | 0.3 | $423k | 5.1k | 82.22 | |
Cognizant Technology Solutions (CTSH) | 0.3 | $402k | 6.6k | 61.09 | |
Schlumberger (SLB) | 0.3 | $400k | 4.6k | 86.21 | |
UnitedHealth (UNH) | 0.3 | $410k | 3.4k | 121.88 | |
Berkshire Hathaway Inc-cl A cl a 0 | 0.3 | $410k | 2.00 | 205000.00 | |
D Automatic Data Proce Ssing Inc Common Stock 0 | 0.3 | $404k | 5.0k | 80.32 | |
Vanguard Total Bond Market ETF (BND) | 0.3 | $401k | 4.9k | 81.36 | |
United Parcel Service (UPS) | 0.3 | $391k | 4.0k | 96.83 | |
iShares S&P NA Tec.-Mul. Net. Idx. (IDGT) | 0.3 | $383k | 10k | 38.04 | |
PowerShares FTSE RAFI Emerging MarketETF | 0.3 | $386k | 20k | 19.25 | |
Rydex S&P MidCap 400 Pure Growth ETF | 0.3 | $394k | 3.0k | 132.17 | |
Jazz Pharmaceuticals (JAZZ) | 0.3 | $388k | 2.2k | 176.28 | |
Nexpoint Credit Strategies | 0.3 | $386k | 53k | 7.33 | |
Medtronic (MDT) | 0.3 | $393k | 5.3k | 74.05 | |
iShares Russell 2000 Value Index (IWN) | 0.2 | $373k | 3.7k | 101.86 | |
iShares Russell 3000 Index (IWV) | 0.2 | $369k | 3.0k | 123.95 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $352k | 8.9k | 39.60 | |
GlaxoSmithKline | 0.2 | $364k | 8.7k | 41.70 | |
SPDR Gold Trust (GLD) | 0.2 | $354k | 3.1k | 112.52 | |
Washington Federal (WAFD) | 0.2 | $358k | 15k | 23.36 | |
Columbia Ppty Tr | 0.2 | $361k | 15k | 24.55 | |
Fidelity msci info tech i (FTEC) | 0.2 | $366k | 11k | 32.00 | |
Visa (V) | 0.2 | $349k | 5.2k | 67.12 | |
F5 Networks (FFIV) | 0.2 | $346k | 2.9k | 120.39 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.2 | $341k | 1.2k | 273.24 | |
WisdomTree Emerging Markets Eq (DEM) | 0.2 | $343k | 7.9k | 43.42 | |
HCP | 0.2 | $322k | 8.8k | 36.43 | |
Family Dollar Stores | 0.2 | $315k | 4.0k | 78.75 | |
Cytec Industries | 0.2 | $321k | 5.3k | 60.45 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.2 | $313k | 2.9k | 108.23 | |
Vanguard Emerging Markets ETF (VWO) | 0.2 | $313k | 7.7k | 40.87 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.2 | $310k | 2.8k | 111.95 | |
Colgate-Palmolive Company (CL) | 0.2 | $302k | 4.6k | 65.51 | |
St. Joe Company (JOE) | 0.2 | $297k | 19k | 15.53 | |
Energy Transfer Partners | 0.2 | $296k | 5.7k | 52.18 | |
Vanguard Large-Cap ETF (VV) | 0.2 | $297k | 3.1k | 94.92 | |
Vanguard Small-Cap ETF (VB) | 0.2 | $298k | 2.5k | 121.48 | |
Bristol Myers Squibb (BMY) | 0.2 | $279k | 4.2k | 66.51 | |
CenturyLink | 0.2 | $278k | 9.5k | 29.37 | |
PowerShares DB Com Indx Trckng Fund | 0.2 | $290k | 16k | 18.01 | |
Spdr S&p 500 Etf (SPY) | 0.2 | $266k | 1.3k | 205.72 | |
FirstEnergy (FE) | 0.2 | $266k | 8.2k | 32.51 | |
Union Pacific Corporation (UNP) | 0.2 | $264k | 2.8k | 95.44 | |
Bp Plc-spons | 0.2 | $272k | 6.8k | 40.01 | |
Delta Air Lines (DAL) | 0.2 | $264k | 6.4k | 41.05 | |
Micron Technology (MU) | 0.2 | $273k | 15k | 18.84 | |
DTS | 0.2 | $263k | 8.6k | 30.50 | |
SPDR DJ International Real Estate ETF (RWX) | 0.2 | $276k | 6.6k | 41.91 | |
Wp Carey (WPC) | 0.2 | $265k | 4.5k | 58.89 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.2 | $255k | 2.6k | 96.96 | |
PIMCO 1-5 Year US TIPS Index Fund (STPZ) | 0.2 | $247k | 4.7k | 52.22 | |
Pimco Total Return Etf totl (BOND) | 0.2 | $254k | 2.4k | 107.13 | |
Emerson Electric (EMR) | 0.2 | $233k | 4.2k | 55.46 | |
Helen Of Troy (HELE) | 0.2 | $234k | 2.4k | 97.62 | |
Gilead Sciences (GILD) | 0.2 | $241k | 2.1k | 116.93 | |
Chicago Bridge & Iron Company | 0.2 | $242k | 4.8k | 49.98 | |
Nexpoint Residential Tr (NXRT) | 0.2 | $232k | 17k | 13.40 | |
Xbiotech (XBIT) | 0.2 | $244k | 14k | 18.07 | |
ConocoPhillips (COP) | 0.1 | $223k | 3.6k | 61.33 | |
Royal Dutch Shell | 0.1 | $226k | 4.0k | 56.98 | |
Starbucks Corporation (SBUX) | 0.1 | $223k | 4.2k | 53.54 | |
National Interstate Corporation | 0.1 | $231k | 8.4k | 27.37 | |
Yum! Brands (YUM) | 0.1 | $214k | 2.4k | 90.30 | |
Bce (BCE) | 0.1 | $204k | 4.8k | 42.50 | |
Oracle Corporation (ORCL) | 0.1 | $206k | 5.1k | 40.22 | |
Vanguard Short-Term Bond ETF (BSV) | 0.1 | $214k | 2.7k | 80.30 | |
Vanguard Small-Cap Growth ETF (VBK) | 0.1 | $202k | 1.5k | 133.95 | |
Eaton Vance Enhanced Equity Income Fund (EOI) | 0.1 | $203k | 16k | 13.10 | |
iShares Dow Jones US Pharm Indx (IHE) | 0.1 | $213k | 1.2k | 174.88 | |
WisdomTree DEFA (DWM) | 0.1 | $215k | 4.2k | 50.96 | |
Alaska Airgroup Com.Stk Usd1 | 0.1 | $212k | 3.3k | 64.48 | |
Mosaic (MOS) | 0.1 | $204k | 4.4k | 46.80 | |
Global Net Lease | 0.1 | $214k | 24k | 8.82 | |
Corning Incorporated (GLW) | 0.1 | $199k | 10k | 19.69 | |
Perficient (PRFT) | 0.1 | $192k | 10k | 19.20 | |
iShares Russell 2000 Growth Index (IWO) | 0.1 | $200k | 1.3k | 154.20 | |
Annaly C | 0.1 | $196k | 21k | 9.21 | |
Manulife Finl Corp (MFC) | 0.1 | $186k | 10k | 18.59 | |
Blackberry (BB) | 0.1 | $180k | 22k | 8.18 | |
Dreyfus Strategic Municipal Bond Fund | 0.1 | $171k | 22k | 7.66 | |
First Trust DJ STOX Sel Div 30 IDX (FDD) | 0.1 | $149k | 12k | 12.82 | |
Boulder Growth & Income Fund (STEW) | 0.1 | $121k | 14k | 8.44 | |
Alcoa | 0.1 | $115k | 10k | 11.13 | |
Five Star Quality Care | 0.1 | $110k | 23k | 4.81 | |
BlackRock MuniVest Fund (MVF) | 0.1 | $99k | 10k | 9.56 | |
SouFun Holdings | 0.1 | $84k | 10k | 8.40 | |
BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.1 | $96k | 12k | 7.99 | |
Lloyds TSB (LYG) | 0.1 | $76k | 14k | 5.43 | |
First Majestic Silver Corp (AG) | 0.1 | $72k | 15k | 4.83 | |
Ak Steel Holding C Com Usd0.01 | 0.0 | $54k | 14k | 3.86 | |
Medovex | 0.0 | $48k | 12k | 4.00 | |
Arch Coal Inc Com Usd0.01 | 0.0 | $3.0k | 10k | 0.30 |