MC

M1 Capital Management LLC

13F
M1 Capital Management LLC
Last update 2025-03-19 86 Stocks (0 new)
Value $185.00 Mil Turnover 0 %
Countries:
Top Holdings: AAPL(10.75%)SPLG(10.51%)IVW(10.49%)IVE(7.36%)QQQ(4.21%)
Summary Stock Picks Current Portfolio
M1 Capital Management LLC Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
79,481
19,903.6
0%
10.750
0%
0.000
-11.71%
-15.99%
3,156,738.4
Hardware
SPLG 		SPDR Portfolio S&P 500 ETF
282,184
19,453.8
0%
10.510
0%
0.030
-8.59%
-5.70%
61,125.8
 
IVW 		iShares S&P 500 Growth ETF
191,233
19,415.8
0%
10.490
0%
0.030
-9.89%
-7.27%
51,315.7
 
IVE 		iShares S&P 500 Value ETF
71,423
13,633.3
0%
7.360
0%
0.040
-7.25%
-4.02%
36,316.8
 
QQQ 		INVESCO QQQ Trust
15,262
7,802.3
0%
4.210
0%
0.000
-9.33%
-7.46%
297,311.2
 
QUAL 		iShares MSCI USA Quality Factor ETF
41,804
7,444.4
0%
4.020
0%
0.010
-8.41%
-5.51%
47,644.8
 
DYNF 		iShares U.S. Equity Factor Rotation Active ETF
140,926
7,222.5
0%
3.900
0%
0.050
-8.50%
-5.52%
15,310.7
 
EFG 		iShares MSCI EAFE Growth ETF
58,735
5,687.4
0%
3.070
0%
0.050
+2.03%
+7.08%
12,443.1
 
EFV 		iShares MSCI EAFE Value ETF
107,721
5,652.1
0%
3.050
0%
0.030
+11.36%
+16.39%
20,957.8
 
IUSB 		iShares Core Total USD Bond Market ETF
116,662
5,273.1
0%
2.850
0%
0.020
+2.17%
+2.80%
33,102.0
 

M1 Capital Management LLC's Historical Top Holdings Breakdowns

M1 Capital Management LLC Total Holding History ($B)

To

M1 Capital Management LLC's Asset Allocation

To

M1 Capital Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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M1 Capital Management LLC's Hypothetical Growth since 2024-12-31

M1 Capital Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

M1 Capital Management LLC's Holdings Heat Map

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M1 Capital Management LLC's Holdings Bubble Chart

M1 Capital Management LLC News

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