M Holdings Securities, Inc.

Q3 2023 13F Detailed Holdings

Location
Portland, OR
Holdings as of
9/30/2023
Value ($000)
$757,749
Num holdings
200
Date filed
2/14/2024
Form type
13F-HR
Prev filing
9/26/2023
Next filing
2/14/2024
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