M Holdings Securities, Inc.

Q4 2024 13F Detailed Holdings

Location
Portland, OR
Holdings as of
12/31/2024
Value ($000)
$620,225
Num holdings
137
Date filed
2/13/2025
Form type
13F-HR/A - RESTATEMENT
Prev filing
11/12/2024
Next filing
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