| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2012 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TRTR UNIT | 41 | Q2 2024 | 12.6% |
| EXXON MOBIL CORP COM | 41 | Q2 2024 | 3.8% |
| PROCTER & GAMBLE COCOM | 41 | Q2 2024 | 2.9% |
| MICROSOFT CORPCOM | 41 | Q2 2024 | 2.5% |
| VANGUARD WORLD FDSVANGUARD MATLS ETF | 41 | Q2 2024 | 1.9% |
| JOHNSON & JOHNSONCOM | 41 | Q2 2024 | 2.2% |
| JP MORGAN CHASE &CO COMISIN#US46625H1005 | 41 | Q2 2024 | 2.2% |
| PEPSICO INC COM | 41 | Q2 2024 | 2.0% |
| CISCO SYSTEMS INC | 41 | Q2 2024 | 1.6% |
| A T & T INC NEW | 41 | Q2 2024 | 1.0% |
View M Holdings Securities, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-09-26 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-17 |
| 13F-HR | 2022-08-16 |
View M Holdings Securities, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.