HoldingsChannel.com
Squar Milner Financial Services LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
SPDR BLOOMBERG BARCLAYS 1 3 MONTH T BILL ETF (BIL) 132,312 +44,136 $12,118
     BIL132,312+44,136$12,118
SPDR PORTFOLIO S&P 500 GROWTH ETF (SPYG) 266,045 +6,516 $10,346
     SPYG266,045+6,516$10,346
INVESCO S&P 500 LOW VOLATILITY ETF (SPLV) 112,705 +14,800 $6,525
     SPLV112,705+14,800$6,525
APPLE INC COM 28,663 +820 $6,419
     AAPL28,663+820$6,419
ISHARES CORE S&P 500 ETF (IVV) 13,055 +2,611 $3,897
     IVV13,055+2,611$3,897
SPDR S&P 500 ETF (SPY) 11,322 -7 $3,360
     SPY11,322-7$3,360
MICROSOFT CORP COM 21,521 +1,434 $2,992
     MSFT21,521+1,434$2,992
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE TRADED FUND (MINT) 28,418 +19,638 $2,890
     MINT28,418+19,638$2,890
BERKSHIRE HATHAWAY INC DEL CL B NEW      $2,698
     BRK.B12,973+1,140$2,698
SPDR PORTFOLIO MID CAP ETF (SPMD) 65,899 +1,146 $2,233
     SPMD65,899+1,146$2,233
SPDR PORTFOLIO S&P 500 VALUE ETF (SPYV) 64,726 -302 $2,068
     SPYV64,726-302$2,068
JOHNSON & JOHNSON COM 12,332 +585 $1,595
     JNJ12,332+585$1,595
SPDR S&P DIVIDEND ETF (SDY) 15,373 UNCH $1,577
     SDY15,373UNCH$1,577
SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF (LGLV) 13,891 +7,856 $1,548
     LGLV13,891+7,856$1,548
INVESCO QQQ TRUST 7,842 -62 $1,480
     QQQ7,842-62$1,480
SPDR S&P 600 SMALL CAP GROWTH ETF (SLYG) 22,497 +1,770 $1,340
     SLYG22,497+1,770$1,340
ISHARES RUSSELL MID CAP VALUE ETF (IWS) 14,603 +290 $1,309
     IWS14,603+290$1,309
PROSHARES SHORT VIX SHORT TERM FUTURES ETF (SVXY) 23,800 +23,800 $1,271
     SVXY23,800+23,800$1,271
ALPHABET INC CAP STK CL A 1,022 +56 $1,248
     GOOGL1,022+56$1,248
JPMORGAN CHASE & CO COM 10,048 +1,096 $1,182
     JPM10,048+1,096$1,182
ISHARES MSCI EAFE GROWTH ETF (EFG) 13,199 +436 $1,062
     EFG13,199+436$1,062
ISHARES PREFERRED AND INCOME SECURITIES ETF (PFF) 28,281 -5,575 $1,061
     PFF28,281-5,575$1,061
DISNEY WALT CO COM DISNEY 7,952 -403 $1,036
     DIS7,952-403$1,036
ISHARES MSCI EAFE ETF (EFA) 15,616 -170 $1,018
     EFA15,616-170$1,018
CISCO SYS INC COM 19,508 +1,354 $963
     CSCO19,508+1,354$963
ISHARES CORE DIVIDEND GROWTH ETF (DGRO) 24,286 +11,285 $950
     DGRO24,286+11,285$950
STARBUCKS CORP COM 10,714 +28 $947
     SBUX10,714+28$947
PEPSICO INC COM 6,818 +737 $934
     PEP6,818+737$934
NIKE INC CL B 9,596 +885 $901
     NKE9,596+885$901
ISHARES U.S. TREASURY BOND ETF (GOVT) 34,009 +30,187 $895
     GOVT34,009+30,187$895
SPDR S&P 600 SMALL CAP VALUE ETF (SLYV) 14,328 -330 $877
     SLYV14,328-330$877
UNITED TECHNOLOGIES CORP COM 6,203 +1,304 $846
     UTX6,203+1,304$846
MERCK & CO INC COM 9,975 +1,885 $839
     MRK9,975+1,885$839
WALMART INC COM 7,021 +1,137 $833
     WMT7,021+1,137$833
SPDR GOLD MINISHARES TRUST (GLDM) 55,841 +49,404 $820
     GLDM55,841+49,404$820
PFIZER INC COM 22,309 +866 $801
     PFE22,309+866$801
GOLDMAN SACHS ACCESS TREASURY 0 1 YEAR ETF (GBIL) 7,597 -10,624 $762
     GBIL7,597-10,624$762
ISHARES CORE HIGH DIVIDEND ETF (HDV) 7,954 -2,782 $748
     HDV7,954-2,782$748
SPDR GOLD SHARES (GLD) 5,300 UNCH $736
     GLD5,300UNCH$736
SPDR NYSE TECHNOLOGY ETF (XNTK) 9,972 -269 $725
     XNTK9,972-269$725
AT&T INC COM 19,134 -8,192 $724
     T19,134-8,192$724
BANK AMER CORP COM 24,411 +501 $712
     BAC24,411+501$712
HOME DEPOT INC COM 3,016 -731 $699
     HD3,016-731$699
MEDTRONIC PLC SHS 6,377 +2,235 $692
     MDT6,377+2,235$692
SPDR PORTFOLIO EMERGING MARKETS ETF (SPEM) 19,633 +665 $673
     SPEM19,633+665$673
CITIGROUP INC COM NEW 9,683 +1,202 $668
     C9,683+1,202$668
PROCTER & GAMBLE CO COM 5,301 +107 $659
     PG5,301+107$659
ISHARES TIPS BOND ETF (TIP) 5,652 +4,862 $657
     TIP5,652+4,862$657
WELLS FARGO CO NEW COM      $642
     WFC11,837+302$597
     WFC.PRL30UNCH$45
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 9,685 -2,500 $641
     MMP9,685-2,500$641

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 09/30/2019: $163,057
At 06/30/2019: $148,368

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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