MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV - Portfolio overview

MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV has 98 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Energy and Healthcare.

Largest reported holdings by portfolio allocation

1. OUNZ - VANECK MERK GOLD ETF, 5.16%
2. PSX - PHILLIPS 66, 3.87%
3. PFE - PFIZER INC, 3.85%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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