M HOLDINGS SECURITIES Overview
M Holdings Securities Inc. is an investment advisor that manages 957.8 MM dollars in regulatory AUM and has 160 employees, of which 140 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 03/31/21. The fund's latest filing disclosed 1BN in positions, representing 115% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 03/31/21. The fund's latest filing disclosed 1BN in positions, representing 115% of the manager's regulatory AUM.
M HOLDINGS SECURITIES StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
M HOLDINGS SECURITIES Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 7.9% | ETF | 11.12% | 0% | 0 | 0% | ||
| IVV | 5.39% | ETF | 11.15% | -0.01% | 0 | 0% | ||
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FEATURED IN
M HOLDINGS SECURITIES Founders and Key Employees
| Name | Title | In Position Since |
|---|
| David Walter Schutt | Secretary | February-2004 |
| Daniel Francis Byrne | Director | March-1997 |
| Carrie Lee Fleisher | Vp, Chief Risk And Compliance Officer, Aml Co | February-2013 |
| Kevin Bruce Kukar | Treasurer | June-2006 |
| Maria Renee Rogers | Financial Principal | September-2007 |
| Frank Edmund Day | Chief Compliance Officer Ria, Rosfp | September-2008 |
| Kenneth Ray Ehinger | President/Ceo/Director | September-2008 |
| Fred Henry Jonske | Chair | December-2009 |
| Robert David Watros | V.P. | December-2009 |
| Brian Bruce Bristow | Vp, Business Development | October-2012 |
| Daniel Scott Domenighini | Vp Technology And Business Analytics | December-2009 |
| Jill Crestinger Houtman | Vp, Operations | October-2012 |
| Steven Byungkwan Chang | Msrb Principal | March-2013 |
M HOLDINGS SECURITIES Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
M HOLDINGS SECURITIES Investment Strategy
Item 8 Client Contact with Portfolio Manager
Clients do not have the ability to communicate directly with the Portfolio Manager associated with this program. M Securities recommends that clients inform their Representative regarding changes in their risk tolerance and objectives and discuss reallocation of existing managed programs within their portfolio.
Item 9 Additional Information
...
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Clients do not have the ability to communicate directly with the Portfolio Manager associated with this program. M Securities recommends that clients inform their Representative regarding changes in their risk tolerance and objectives and discuss reallocation of existing managed programs within their portfolio.
Item 9 Additional Information
...
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M HOLDINGS SECURITIES Portfolio Concentration
M HOLDINGS SECURITIES Location
1125 N.W. COUCH STREET
SUITE 900
PORTLAND, Oregon
UNITED STATES, 97209
SUITE 900
PORTLAND, Oregon
UNITED STATES, 97209
M HOLDINGS SECURITIES Contact Information
Phone Number: 800-656-6960
Fax Number: 503-238-1621
Website: null
Fax Number: 503-238-1621
Website: null
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