M HOLDINGS SECURITIES, INC. Information

1125 NW COUCH STREET, PORTLAND, Oregon, 97209, (503) 414-7264

Report Date: 12/31/2012

Position Statistics:

Total Positions 83
New Positions 83
Increased Positions 83
Decreased Positions 0
Positions with Activity 83
Sold Out Positions 0
Total Mkt Value
(in $ millions)
51

Sector Weighting

Basic Materials 4.56%
Capital Goods 5.81%
Conglomerates
Consumer Cyclical 3.68%
Consumer/Non-Cyclical 9.51%
Energy 10.04%
Financial 33.36%
Healthcare 4.18%
Services 12.52%
Technology 8.65%
Transportation 0.92%
Utilities 2.58%

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

83 Positions as of 12/31/2012

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL B NEW 6,625 6,625 New 58,786
EXXON MOBIL CORP COM 3,345 3,345 New 36,049
PROCTER & GAMBLE CO COM 3,167 3,167 New 40,192
CENTRAL GOLDTRUST TR UNIT 2,434 2,434 New 48,814
EBAY INC COM 2,428 2,428 New 44,193
FORD MTR CO DEL COM PAR $0.01 1,864 1,864 New 124,696
APPLE INC COM 1,809 1,809 New 4,114
GENERAL ELECTRIC CO COM 1,504 1,504 New 63,586
B/E AEROSPACE INC COM 1,424 1,424 New 22,565
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 1,405 1,405 New 17,441
ISHARES GOLD TRUST ISHARES 1,273 1,273 New 95,364
BOSWELL J G CO COM 1,204 1,204 New 1,400
UNITED TECHNOLOGIES CORP COM 958 958 New 9,822
PERMANENT PORTFOLIO FD INC PERM PORTFOLIO 934 934 New 19,569
JOHNSON & JOHNSON COM 813 813 New 9,174
EXELON CORP COM 748 748 New 21,373
TARGET CORP COM 707 707 New 9,918
CITIGROUP INC COM NEW 702 702 New 13,596
MICROSOFT CORP COM 701 701 New 20,108
ROYAL GOLD INC COM 657 657 New 12,881

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