Holdings Channel
Size ($ in 1000's)
At 12/31/2019: $200,240
At 09/30/2019: $163,057

Squar Milner Financial Services LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Squar Milner Financial Services LLC 13F filings. Link to 13F filings: SEC filings

Squar Milner Financial Services LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SPDR BLOOMBERG BARCLAYS 1 3 MONTH T BILL ETF (BIL) 179,935 +47,623 $16,451
     BIL179,935+47,623$16,451
SPDR PORTFOLIO S&P 500 GROWTH ETF (SPYG) 272,650 +6,605 $11,426
     SPYG272,650+6,605$11,426
APPLE INC COM 29,107 +444 $8,547
     AAPL29,107+444$8,547
INVESCO S&P 500 LOW VOLATILITY ETF (SPLV) 123,405 +10,700 $7,199
     SPLV123,405+10,700$7,199
MICROSOFT CORP COM 30,748 +9,227 $4,849
     MSFT30,748+9,227$4,849
ISHARES CORE S&P 500 ETF (IVV) 13,289 +234 $4,295
     IVV13,289+234$4,295
SPDR S&P 500 ETF (SPY) 13,038 +1,716 $4,196
     SPY13,038+1,716$4,196
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE TRADED FUND (MINT) 34,749 +6,331 $3,530
     MINT34,749+6,331$3,530
BERKSHIRE HATHAWAY INC DEL CL B NEW      $2,861
     BRK.B12,633-340$2,861
SPDR S&P DIVIDEND ETF (SDY) 25,003 +9,630 $2,689
     SDY25,003+9,630$2,689
SPDR PORTFOLIO MID CAP ETF (SPMD) 68,743 +2,844 $2,490
     SPMD68,743+2,844$2,490
SPDR PORTFOLIO S&P 500 VALUE ETF (SPYV) 66,121 +1,395 $2,308
     SPYV66,121+1,395$2,308
SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF (LGLV) 19,217 +5,326 $2,194
     LGLV19,217+5,326$2,194
AMAZON COM INC COM 1,053 +810 $1,945
     AMZN1,053+810$1,945
JOHNSON & JOHNSON COM 12,471 +139 $1,819
     JNJ12,471+139$1,819
SPDR S&P 600 SMALL CAP GROWTH ETF (SLYG) 24,341 +1,844 $1,570
     SLYG24,341+1,844$1,570
ALPHABET INC CAP STK CL A 1,159 +137 $1,552
     GOOGL1,159+137$1,552
JPMORGAN ULTRA SHORT INCOME ETF (JPST) 29,687 +29,687 $1,497
     JPST29,687+29,687$1,497
ISHARES RUSSELL MID CAP VALUE ETF (IWS) 15,428 +825 $1,462
     IWS15,428+825$1,462
JPMORGAN CHASE & CO COM 10,436 +388 $1,454
     JPM10,436+388$1,454
NIKE INC CL B 12,711 +3,115 $1,287
     NKE12,711+3,115$1,287
DISNEY WALT CO COM DISNEY 8,621 +669 $1,246
     DIS8,621+669$1,246
ISHARES MSCI EAFE GROWTH ETF (EFG) 13,212 +13 $1,142
     EFG13,212+13$1,142
ISHARES CORE DIVIDEND GROWTH ETF (DGRO) 26,186 +1,900 $1,101
     DGRO26,186+1,900$1,101
STARBUCKS CORP COM 12,347 +1,633 $1,085
     SBUX12,347+1,633$1,085
ISHARES MSCI EAFE ETF (EFA) 15,529 -87 $1,078
     EFA15,529-87$1,078
CISCO SYS INC COM 22,326 +2,818 $1,070
     CSCO22,326+2,818$1,070
UNITED TECHNOLOGIES CORP COM 7,114 +911 $1,065
     UTX7,114+911$1,065
ISHARES PREFERRED AND INCOME SECURITIES ETF (PFF) 28,281 UNCH $1,063
     PFF28,281UNCH$1,063
PEPSICO INC COM 6,866 +48 $938
     PEP6,866+48$938
AT&T INC COM 23,831 +4,697 $931
     T23,831+4,697$931
SPDR S&P 600 SMALL CAP VALUE ETF (SLYV) 14,165 -163 $930
     SLYV14,165-163$930
MERCK & CO INC COM 10,061 +86 $915
     MRK10,061+86$915
BANK AMER CORP COM 25,653 +1,242 $903
     BAC25,653+1,242$903
WALMART INC COM 7,532 +511 $895
     WMT7,532+511$895
VISA INC COM CL A 4,758 +2,380 $894
     V4,758+2,380$894
ALPHABET INC CAP STK CL C 657 +383 $878
     GOOG657+383$878
MEDTRONIC PLC SHS 7,745 +1,368 $878
     MDT7,745+1,368$878
ADOBE INC COM 2,611 +1,281 $861
     ADBE2,611+1,281$861
NETFLIX INC COM 2,643 +2,543 $855
     NFLX2,643+2,543$855
SPDR PORTFOLIO EMERGING MARKETS ETF (SPEM) 22,247 +2,614 $836
     SPEM22,247+2,614$836
SPDR GOLD MINISHARES TRUST (GLDM) 55,090 -751 $834
     GLDM55,090-751$834
SPDR NYSE TECHNOLOGY ETF (XNTK) 9,861 -111 $805
     XNTK9,861-111$805
PFIZER INC COM 20,480 -1,829 $802
     PFE20,480-1,829$802
PROCTER & GAMBLE CO COM 6,379 +1,078 $796
     PG6,379+1,078$796
ISHARES CORE HIGH DIVIDEND ETF (HDV) 8,097 +143 $794
     HDV8,097+143$794
ISHARES U.S. TREASURY BOND ETF (GOVT) 30,488 -3,521 $790
     GOVT30,488-3,521$790
WELLS FARGO CO NEW COM      $786
     WFC13,825+1,988$743
     WFC.PRL30UNCH$43
ABBOTT LABS COM 8,856 +2,728 $769
     ABT8,856+2,728$769
SPDR GOLD SHARES (GLD) 5,303 +3 $757
     GLD5,303+3$757

See Full List: All Stocks Held By Squar Milner Financial Services LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Squar Milner Financial Services LLC

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