M Holdings Securities as of Sept. 30, 2015
Portfolio Holdings for M Holdings Securities
M Holdings Securities holds 188 positions in its portfolio as reported in the September 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Berkshire Hath-cl B | 5.0 | $6.9M | 53k | 130.40 | |
SPDR Dow Jones Global Real Estate (RWO) | 4.3 | $6.0M | 133k | 45.16 | |
Apple Computer | 3.3 | $4.6M | 42k | 110.30 | |
Assured Guaranty (AGO) | 3.2 | $4.5M | 178k | 25.00 | |
United Technologies Corporation | 3.0 | $4.3M | 48k | 88.99 | |
iShares Russell 1000 Index (IWB) | 2.4 | $3.3M | 31k | 107.04 | |
Procter & Gamble Company (PG) | 2.3 | $3.3M | 46k | 71.94 | |
Exxon Mobil Corporation (XOM) | 2.3 | $3.2M | 43k | 74.35 | |
General Electric Company | 1.9 | $2.7M | 107k | 25.22 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 1.8 | $2.5M | 29k | 84.99 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 1.5 | $2.1M | 50k | 42.62 | |
iShares Lehman Aggregate Bond (AGG) | 1.4 | $2.0M | 18k | 109.56 | |
First Connecticut | 1.4 | $1.9M | 120k | 16.12 | |
Ford Motor Company (F) | 1.3 | $1.9M | 137k | 13.57 | |
Coca-Cola Company (KO) | 1.3 | $1.8M | 44k | 40.11 | |
Johnson & Johnson (JNJ) | 1.2 | $1.7M | 18k | 93.35 | |
PowerShares FTSE RAFI US 1000 | 1.2 | $1.7M | 20k | 82.89 | |
Chevron Corporation (CVX) | 1.0 | $1.5M | 18k | 78.88 | |
Pepsi (PEP) | 1.0 | $1.4M | 15k | 94.32 | |
Honeywell International (HON) | 1.0 | $1.4M | 15k | 94.69 | |
iShares Gold Trust | 0.9 | $1.3M | 124k | 10.78 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.9 | $1.2M | 16k | 79.74 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.9 | $1.2M | 17k | 73.73 | |
Facebook Inc cl a (META) | 0.9 | $1.2M | 14k | 89.86 | |
International Business Machines (IBM) | 0.8 | $1.2M | 8.3k | 144.93 | |
SPDR S&P Dividend (SDY) | 0.8 | $1.2M | 17k | 72.16 | |
0.8 | $1.2M | 1.8k | 638.63 | ||
iShares Morningstar Small Value (ISCV) | 0.8 | $1.2M | 11k | 112.49 | |
JPMorgan Chase & Co. (JPM) | 0.8 | $1.1M | 19k | 60.98 | |
BE AEROSPACE INC COM Stk | 0.8 | $1.1M | 26k | 43.88 | |
iShares Morningstar Mid Growth Idx (IMCG) | 0.8 | $1.1M | 7.5k | 149.87 | |
Cisco Systems (CSCO) | 0.8 | $1.1M | 42k | 26.24 | |
Microsoft Corporation (MSFT) | 0.8 | $1.1M | 25k | 44.26 | |
Target Corporation (TGT) | 0.8 | $1.1M | 14k | 78.62 | |
iShares Morningstar Small Growth (ISCG) | 0.7 | $1.0M | 8.0k | 128.68 | |
Accenture (ACN) | 0.7 | $1.0M | 10k | 98.23 | |
At&t (T) | 0.7 | $993k | 31k | 32.58 | |
Vanguard REIT ETF (VNQ) | 0.7 | $983k | 13k | 75.52 | |
iShares Morningstar Mid Value Idx (IMCV) | 0.7 | $972k | 8.5k | 114.29 | |
Paypal Holdings (PYPL) | 0.7 | $928k | 30k | 31.05 | |
WisdomTree LargeCap Dividend Fund (DLN) | 0.6 | $893k | 13k | 67.31 | |
Merck & Co (MRK) | 0.6 | $872k | 18k | 49.37 | |
Walt Disney Company (DIS) | 0.6 | $857k | 8.4k | 102.18 | |
Wells Fargo & Company (WFC) | 0.6 | $798k | 16k | 51.38 | |
WisdomTree Total Earnings Fund | 0.6 | $807k | 12k | 67.53 | |
Ecolab (ECL) | 0.6 | $793k | 7.2k | 109.76 | |
First Niagara Financial | 0.6 | $786k | 77k | 10.21 | |
Spdr S&p 500 Etf (SPY) | 0.6 | $776k | 4.1k | 191.56 | |
PowerShares FTSE RAFI US 1500 Small-Mid | 0.5 | $758k | 8.3k | 91.50 | |
eBay (EBAY) | 0.5 | $730k | 30k | 24.43 | |
Global Net Lease | 0.5 | $734k | 80k | 9.20 | |
Boeing | 0.5 | $723k | 5.5k | 131.03 | |
Intel Corporation (INTC) | 0.5 | $687k | 23k | 30.16 | |
Verizon Communications (VZ) | 0.5 | $685k | 16k | 43.49 | |
Google Inc Class C | 0.5 | $686k | 1.1k | 608.70 | |
McDonald's Corporation (MCD) | 0.5 | $670k | 6.8k | 98.49 | |
iShares Russell 1000 Value Index (IWD) | 0.5 | $679k | 7.3k | 93.33 | |
Schwab Strategic Tr sht tm us tres (SCHO) | 0.5 | $662k | 13k | 50.79 | |
Kinder Morgan (KMI) | 0.5 | $642k | 23k | 27.66 | |
Proshs Ultrashrt S&p500 Prosha etf | 0.5 | $640k | 28k | 23.28 | |
iShares Russell 1000 Growth Index (IWF) | 0.4 | $624k | 6.7k | 93.06 | |
Wal-Mart Stores (WMT) | 0.4 | $601k | 9.3k | 64.85 | |
Stryker Corporation (SYK) | 0.4 | $611k | 6.5k | 94.10 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.4 | $610k | 5.6k | 109.50 | |
Vanguard Materials ETF (VAW) | 0.4 | $610k | 7.0k | 87.33 | |
iShares S&P NA Nat. Re. Sc. Idx (IGE) | 0.4 | $599k | 21k | 29.06 | |
Vanguard Sht Term Govt Bond ETF (VGSH) | 0.4 | $598k | 9.8k | 61.23 | |
Powershares Global Etf Trust ex us sml port | 0.4 | $600k | 24k | 25.31 | |
Bk Of America Corp | 0.4 | $586k | 38k | 15.59 | |
Illinois Tool Works (ITW) | 0.4 | $578k | 7.0k | 82.28 | |
iShares Dow Jones Select Dividend (DVY) | 0.4 | $571k | 7.9k | 72.71 | |
Abbvie (ABBV) | 0.4 | $583k | 11k | 54.43 | |
Lowe's Companies (LOW) | 0.4 | $558k | 8.1k | 68.91 | |
PowerShares FTSE RAFI Developed Markets | 0.4 | $561k | 16k | 35.71 | |
Citigroup (C) | 0.4 | $566k | 11k | 49.64 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.4 | $555k | 4.8k | 116.08 | |
Air Prod & Chem | 0.4 | $555k | 4.3k | 127.64 | |
Danaher Corporation (DHR) | 0.4 | $534k | 6.3k | 85.28 | |
Claymore Beacon Global Timber Index | 0.4 | $533k | 24k | 22.34 | |
3M Company (MMM) | 0.4 | $514k | 3.6k | 141.71 | |
CIGNA Corporation | 0.4 | $514k | 3.8k | 135.09 | |
iShares Russell Midcap Value Index (IWS) | 0.4 | $506k | 7.5k | 67.07 | |
Barclays Bk Plc Ipsp croil etn | 0.4 | $512k | 61k | 8.46 | |
SPDR Barclays Capital High Yield B | 0.4 | $507k | 14k | 35.66 | |
CVS Caremark Corporation (CVS) | 0.3 | $498k | 5.2k | 96.40 | |
Domino's Pizza (DPZ) | 0.3 | $496k | 4.6k | 107.90 | |
iShares MSCI EAFE Index Fund (EFA) | 0.3 | $481k | 8.4k | 57.30 | |
iShares Russell Midcap Index Fund (IWR) | 0.3 | $478k | 3.1k | 155.50 | |
iShares Silver Trust (SLV) | 0.3 | $471k | 34k | 13.87 | |
United Parcel Service (UPS) | 0.3 | $460k | 4.7k | 98.67 | |
E.I. du Pont de Nemours & Company | 0.3 | $458k | 9.5k | 48.25 | |
Qualcomm (QCOM) | 0.3 | $470k | 8.7k | 53.76 | |
iShares S&P 500 Growth Index (IVW) | 0.3 | $463k | 4.3k | 107.82 | |
Home Depot (HD) | 0.3 | $443k | 3.8k | 115.39 | |
iShares S&P 500 Index (IVV) | 0.3 | $446k | 2.3k | 192.57 | |
SPDR DJ Wilshire Small Cap Value (SLYV) | 0.3 | $453k | 4.8k | 94.51 | |
Nexpoint Credit Strategies | 0.3 | $447k | 78k | 5.71 | |
Vanguard S&p 500 Etf idx (VOO) | 0.3 | $451k | 2.6k | 175.62 | |
Pfizer (PFE) | 0.3 | $438k | 14k | 31.41 | |
Thermo Fisher Scientific (TMO) | 0.3 | $422k | 3.5k | 122.28 | |
MetLife (MET) | 0.3 | $416k | 8.8k | 47.13 | |
Vanguard Value ETF (VTV) | 0.3 | $421k | 5.5k | 76.81 | |
Powershares Etf Trust dyna buybk ach | 0.3 | $423k | 9.7k | 43.76 | |
Cognizant Technology Solutions (CTSH) | 0.3 | $412k | 6.6k | 62.61 | |
Caterpillar (CAT) | 0.3 | $414k | 6.3k | 65.37 | |
Abbott Laboratories | 0.3 | $412k | 10k | 40.18 | |
D Automatic Data Proce Ssing Inc Common Stock 0 | 0.3 | $404k | 5.0k | 80.32 | |
Xbiotech (XBIT) | 0.3 | $401k | 27k | 14.94 | |
UnitedHealth (UNH) | 0.3 | $396k | 3.4k | 115.99 | |
Berkshire Hathaway Inc-cl A cl a 0 | 0.3 | $390k | 2.00 | 195000.00 | |
iShares MSCI Taiwan Index | 0.3 | $394k | 30k | 13.17 | |
Leucadia National | 0.3 | $380k | 19k | 20.25 | |
Vanguard Total Bond Market ETF (BND) | 0.3 | $374k | 4.6k | 81.84 | |
Rydex S&P MidCap 400 Pure Growth ETF | 0.3 | $384k | 3.1k | 123.63 | |
Alibaba Group Holding (BABA) | 0.3 | $381k | 6.5k | 58.93 | |
Medtronic (MDT) | 0.3 | $384k | 5.7k | 66.98 | |
St. Joe Company (JOE) | 0.3 | $366k | 19k | 19.14 | |
iShares MSCI Israel Capped Inv Mar ETF (EIS) | 0.3 | $361k | 7.5k | 48.02 | |
Colgate-Palmolive Company (CL) | 0.2 | $356k | 5.6k | 63.46 | |
GlaxoSmithKline | 0.2 | $347k | 9.0k | 38.43 | |
Schlumberger (SLB) | 0.2 | $351k | 5.1k | 68.93 | |
Jp Morgan Alerian Mlp Index | 0.2 | $348k | 11k | 30.42 | |
Visa (V) | 0.2 | $331k | 4.7k | 69.71 | |
SPDR Gold Trust (GLD) | 0.2 | $340k | 3.2k | 106.82 | |
Washington Federal (WAFD) | 0.2 | $331k | 15k | 22.77 | |
HCP | 0.2 | $337k | 9.0k | 37.27 | |
Nexpoint Residential Tr (NXRT) | 0.2 | $344k | 26k | 13.36 | |
Bristol Myers Squibb (BMY) | 0.2 | $320k | 5.4k | 59.27 | |
F5 Networks (FFIV) | 0.2 | $319k | 2.8k | 115.87 | |
iShares Russell 2000 Value Index (IWN) | 0.2 | $324k | 3.6k | 90.18 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 0.2 | $323k | 3.9k | 83.25 | |
Fidelity msci info tech i (FTEC) | 0.2 | $329k | 11k | 30.25 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.2 | $311k | 1.2k | 249.20 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.2 | $305k | 2.8k | 110.87 | |
Nextera Energy (NEE) | 0.2 | $299k | 3.1k | 97.68 | |
Delta Air Lines (DAL) | 0.2 | $298k | 6.7k | 44.81 | |
PowerShares FTSE RAFI Emerging MarketETF | 0.2 | $297k | 21k | 14.40 | |
PIMCO 1-5 Year US TIPS Index Fund (STPZ) | 0.2 | $290k | 5.6k | 51.62 | |
Duke Energy (DUK) | 0.2 | $291k | 4.0k | 71.89 | |
Wp Carey (WPC) | 0.2 | $289k | 5.0k | 57.80 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $284k | 8.7k | 32.82 | |
Union Pacific Corporation (UNP) | 0.2 | $275k | 3.1k | 88.45 | |
Gilead Sciences (GILD) | 0.2 | $277k | 2.8k | 98.02 | |
Prudential Financial (PRU) | 0.2 | $282k | 3.7k | 76.11 | |
Vanguard Large-Cap ETF (VV) | 0.2 | $276k | 3.1k | 88.21 | |
WisdomTree Emerging Markets Eq (DEM) | 0.2 | $278k | 8.3k | 33.42 | |
Jazz Pharmaceuticals (JAZZ) | 0.2 | $278k | 2.1k | 132.76 | |
FirstEnergy (FE) | 0.2 | $263k | 8.4k | 31.31 | |
Toll Brothers (TOL) | 0.2 | $260k | 7.6k | 34.22 | |
Vanguard Total Stock Market ETF (VTI) | 0.2 | $262k | 2.7k | 98.87 | |
Altria (MO) | 0.2 | $255k | 4.7k | 54.38 | |
Philip Morris International (PM) | 0.2 | $248k | 3.1k | 79.23 | |
Starbucks Corporation (SBUX) | 0.2 | $259k | 4.5k | 56.95 | |
Alaska Airgroup Com.Stk Usd1 | 0.2 | $247k | 3.1k | 79.37 | |
Bp Plc-spons | 0.2 | $237k | 7.7k | 30.58 | |
iShares Russell Midcap Growth Idx. (IWP) | 0.2 | $233k | 2.6k | 88.59 | |
Emerson Electric (EMR) | 0.2 | $218k | 4.9k | 44.13 | |
CenturyLink | 0.2 | $225k | 9.0k | 25.09 | |
Oracle Corporation (ORCL) | 0.2 | $224k | 6.2k | 36.08 | |
Energy Transfer Partners | 0.2 | $223k | 5.4k | 41.12 | |
DTS | 0.2 | $218k | 8.2k | 26.65 | |
National Interstate Corporation | 0.2 | $225k | 8.4k | 26.66 | |
BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.2 | $224k | 31k | 7.18 | |
Schwab Strategic Tr us reit etf (SCHH) | 0.2 | $220k | 5.9k | 37.21 | |
Mylan Nv | 0.2 | $223k | 5.5k | 40.23 | |
Helen Of Troy (HELE) | 0.1 | $206k | 2.3k | 89.49 | |
Royal Dutch Shell | 0.1 | $209k | 4.4k | 47.31 | |
Bce (BCE) | 0.1 | $209k | 5.1k | 40.98 | |
Vanguard Short-Term Bond ETF (BSV) | 0.1 | $213k | 2.7k | 80.32 | |
Chicago Bridge & Iron Company | 0.1 | $208k | 5.2k | 39.68 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $213k | 5.5k | 38.64 | |
Manulife Finl Corp (MFC) | 0.1 | $198k | 13k | 15.46 | |
Eaton Vance Enhanced Equity Income Fund (EOI) | 0.1 | $194k | 16k | 11.87 | |
Corning Incorporated (GLW) | 0.1 | $183k | 11k | 17.09 | |
Pimco Dynamic Credit Income other | 0.1 | $189k | 10k | 18.31 | |
Dreyfus Strategic Municipal Bond Fund | 0.1 | $175k | 23k | 7.79 | |
First Trust DJ STOX Sel Div 30 IDX (FDD) | 0.1 | $168k | 14k | 11.91 | |
Perficient (PRFT) | 0.1 | $154k | 10k | 15.40 | |
Ubs Ag Jersey Brh fund | 0.1 | $140k | 10k | 13.53 | |
Blackberry (BB) | 0.1 | $135k | 22k | 6.14 | |
Boulder Growth & Income Fund (STEW) | 0.1 | $107k | 14k | 7.46 | |
Alcoa | 0.1 | $119k | 12k | 9.67 | |
Five Star Quality Care | 0.1 | $64k | 21k | 3.08 | |
Lloyds TSB (LYG) | 0.1 | $64k | 14k | 4.57 | |
SouFun Holdings | 0.1 | $66k | 10k | 6.60 | |
First Majestic Silver Corp (AG) | 0.0 | $61k | 19k | 3.18 | |
Ak Steel Holding C Com Usd0.01 | 0.0 | $34k | 14k | 2.43 | |
Medovex | 0.0 | $29k | 12k | 2.42 |