M Holdings Securities, Inc.

Q1 2023 13F Detailed Holdings

Location
Portland, OR
Holdings as of
3/31/2023
Value ($000)
$966,373
Num holdings
467
Date filed
5/15/2023
Form type
13F-HR
Prev filing
2/13/2023
Next filing
9/26/2023
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 M Financial Asset Management, Inc. 028-18427