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Institutional Investment Manager
M Holdings Securities, Inc.
M Holdings Securities, Inc. (CIK: 0001569638) incorporated in Oregon, located at 1125 Nw Couch Street, Portland, OR. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Portfolio Summary: 257 holdings with a total value of $288,661,000.
#
Name
Shares
Value ($)
%
Options
Notes
251 CHEVRON CORP NEW 60,983 7,079,000 2.45%
252 ISHARES GOLD TRUST 146,540 7,095,000 2.46%
253 ASSURED GUARANTY LTD COM 189,165 7,145,000 2.48%
254 APPLE INC 68,536 7,938,000 2.75%
255 PROCTER AND GAMBLE CO 79,432 8,337,000 2.89%
256 BERKSHIRE HATHAWAY INC DEL 73,128 9,455,000 3.28%
257 SPDR INDEX SHS FDSDJ GLB RL ES ETF 226,909 10,633,000 3.68%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001569638-17-000001, filed 2017.02.28).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.