HoldingsChannel.com
Squar Milner Financial Services LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SPDR BLOOMBERG BARCLAYS 1 3 MONTH T BILL ETF (BIL) 201,069 +21,134 $18,423
     BIL201,069+21,134$18,423
SPDR PORTFOLIO S&P 500 GROWTH ETF (SPYG) 206,037 -66,613 $7,363
     SPYG206,037-66,613$7,363
SPDR S&P 500 ETF (SPY) 27,063 +14,025 $6,975
     SPY27,063+14,025$6,975
APPLE INC COM 25,896 -3,211 $6,585
     AAPL25,896-3,211$6,585
MICROSOFT CORP COM 31,825 +1,077 $5,019
     MSFT31,825+1,077$5,019
INVESCO S&P 500 LOW VOLATILITY ETF (SPLV) 84,100 -39,305 $3,945
     SPLV84,100-39,305$3,945
AMAZON COM INC COM 1,765 +712 $3,441
     AMZN1,765+712$3,441
ISHARES CORE S&P 500 ETF (IVV) 13,091 -198 $3,382
     IVV13,091-198$3,382
SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF (LGLV) 28,458 +9,241 $2,578
     LGLV28,458+9,241$2,578
ALPHABET INC CAP STK CL A 2,111 +952 $2,452
     GOOGL2,111+952$2,452
ISHARES SHORT TREASURY BOND ETF (SHV) 18,976 +18,976 $2,106
     SHV18,976+18,976$2,106
JOHNSON & JOHNSON COM 13,205 +734 $1,731
     JNJ13,205+734$1,731
BERKSHIRE HATHAWAY INC DEL CL B NEW      $1,645
     BRK.B8,999-3,634$1,645
ISHARES U.S. TREASURY BOND ETF (GOVT) 58,567 +28,079 $1,640
     GOVT58,567+28,079$1,640
SPDR PORTFOLIO S&P 400 MID CAP ETF (SPMD) 49,992 -18,751 $1,266
     SPMD49,992-18,751$1,266
ISHARES CORE HIGH DIVIDEND ETF (HDV) 17,237 +9,140 $1,233
     HDV17,237+9,140$1,233
NIKE INC CL B 14,031 +1,320 $1,160
     NKE14,031+1,320$1,160
ISHARES CORE DIVIDEND GROWTH ETF (DGRO) 35,501 +9,315 $1,156
     DGRO35,501+9,315$1,156
SPDR GOLD MINISHARES TRUST (GLDM) 67,519 +12,429 $1,061
     GLDM67,519+12,429$1,061
ABBOTT LABS COM 13,333 +4,477 $1,052
     ABT13,333+4,477$1,052
ISHARES RUSSELL MID CAP VALUE ETF (IWS) 15,752 +324 $1,009
     IWS15,752+324$1,009
STARBUCKS CORP COM 15,258 +2,911 $1,003
     SBUX15,258+2,911$1,003
ADOBE INC COM 3,109 +498 $989
     ADBE3,109+498$989
CISCO SYS INC COM 25,144 +2,818 $988
     CSCO25,144+2,818$988
PEPSICO INC COM 8,072 +1,206 $969
     PEP8,072+1,206$969
SPDR S&P DIVIDEND ETF (SDY) 12,033 -12,970 $960
     SDY12,033-12,970$960
FACEBOOK INC CL A 5,441 +2,266 $907
     FB5,441+2,266$907
ALPHABET INC CAP STK CL C 777 +120 $903
     GOOG777+120$903
DISNEY WALT CO COM DISNEY 8,848 +227 $854
     DIS8,848+227$854
SPDR NYSE TECHNOLOGY ETF (XNTK) 11,501 +1,640 $841
     XNTK11,501+1,640$841
JPMORGAN CHASE & CO COM 9,268 -1,168 $834
     JPM9,268-1,168$834
ISHARES MSCI EAFE ETF (EFA) 14,833 -696 $792
     EFA14,833-696$792
SPDR S&P 600 SMALL CAP GROWTH ETF (SLYG) 17,163 -7,178 $792
     SLYG17,163-7,178$792
NOVO NORDISK A S ADR 13,136 +656 $790
     NVO13,136+656$790
SPDR GOLD SHARES (GLD) 5,300 -3 $784
     GLD5,300-3$784
ISHARES PREFERRED AND INCOME SECURITIES ETF (PFF) 23,981 -4,300 $763
     PFF23,981-4,300$763
MERCK & CO. INC COM 9,875 -186 $759
     MRK9,875-186$759
AT&T INC COM 25,694 +1,863 $748
     T25,694+1,863$748
PROCTER & GAMBLE CO COM 6,734 +355 $740
     PG6,734+355$740
PROSHARES ULTRA S&P 500 (SSO) 8,300 +8,271 $737
     SSO8,300+8,271$737
PFIZER INC COM 22,483 +2,003 $733
     PFE22,483+2,003$733
MEDTRONIC PLC SHS 8,113 +368 $731
     MDT8,113+368$731
MASTERCARD INC CL A 2,932 +608 $708
     MA2,932+608$708
WALMART INC COM 6,206 -1,326 $705
     WMT6,206-1,326$705
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE TRADED FUND (MINT) 7,100 -27,649 $702
     MINT7,100-27,649$702
ISHARES MSCI EAFE GROWTH ETF (EFG) 9,815 -3,397 $697
     EFG9,815-3,397$697
SPDR PORTFOLIO S&P 500 VALUE ETF (SPYV) 26,683 -39,438 $689
     SPYV26,683-39,438$689
HOME DEPOT INC COM 3,494 +387 $652
     HD3,494+387$652
ZOETIS INC CL A 5,509 +760 $648
     ZTS5,509+760$648
ABBVIE INC COM 8,502 +666 $647
     ABBV8,502+666$647

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

Size ($ in 1000's)
At 03/31/2020: $166,452
At 12/31/2019: $200,240

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 13F Filings | www.HoldingsChannel.com

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