M Holdings Securities, Inc.

Q3 2018 vs. Q1 2025 13F Holdings

Period
Q3 2018
Q1 2025
Holdings as of
9/30/2018
3/31/2025
Value ($000)
$381,721
$601,062
Num holdings
349
140
Form type
13F-HR
13F-HR
Date filed
11/16/2018
5/13/2025
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q3 2018 Q1 2025 Diff Chg % Q3 2018 Q1 2025 Diff Chg %