HoldingsChannel.com
Squar Milner Financial Services LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
SPDR PORTFOLIO S&P 500 GROWTH ETF (SPYG) 259,529 +30,714 $10,052
     SPYG259,529+30,714$10,052
SPDR BLOOMBERG BARCLAYS 1 3 MONTH T BILL ETF (BIL) 88,176 +49,462 $8,078
     BIL88,176+49,462$8,078
APPLE INC COM 27,843 -756 $5,511
     AAPL27,843-756$5,511
INVESCO S&P 500 LOW VOLATILITY ETF (SPLV) 97,905 +20,400 $5,387
     SPLV97,905+20,400$5,387
SPDR S&P 500 ETF (SPY) 11,329 -142 $3,319
     SPY11,329-142$3,319
ISHARES CORE S&P 500 ETF (IVV) 10,444 -1,737 $3,078
     IVV10,444-1,737$3,078
MICROSOFT CORP COM 20,087 +2,296 $2,691
     MSFT20,087+2,296$2,691
BERKSHIRE HATHAWAY INC DEL CL B NEW      $2,522
     BRK.B11,833-230$2,522
SPDR PORTFOLIO MID CAP ETF (SPMD) 64,753 +2,367 $2,206
     SPMD64,753+2,367$2,206
SPDR PORTFOLIO S&P 500 VALUE ETF (SPYV) 65,028 -24,457 $2,034
     SPYV65,028-24,457$2,034
GOLDMAN SACHS ACCESS TREASURY 0 1 YEAR ETF (GBIL) 18,221 -380 $1,829
     GBIL18,221-380$1,829
JOHNSON & JOHNSON COM 11,747 +2,096 $1,636
     JNJ11,747+2,096$1,636
SPDR S&P DIVIDEND ETF (SDY) 15,373 +50 $1,551
     SDY15,373+50$1,551
INVESCO QQQ TRUST 7,904 -92 $1,476
     QQQ7,904-92$1,476
ISHARES RUSSELL MID CAP VALUE ETF (IWS) 14,313 +249 $1,276
     IWS14,313+249$1,276
SPDR S&P 600 SMALL CAP GROWTH ETF (SLYG) 20,727 +1,670 $1,262
     SLYG20,727+1,670$1,262
ISHARES PREFERRED AND INCOME SECURITIES ETF (PFF) 33,856 -6,786 $1,248
     PFF33,856-6,786$1,248
ISHARES S&P SMALL CAP FUND (IJR) 15,924 -5,266 $1,247
     IJR15,924-5,266$1,247
DISNEY WALT CO COM DISNEY 8,355 +831 $1,167
     DIS8,355+831$1,167
ALPHABET INC CAP STK CL A 966 +71 $1,046
     GOOGL966+71$1,046
ISHARES MSCI EAFE ETF (EFA) 15,786 +62 $1,038
     EFA15,786+62$1,038
ISHARES MSCI EAFE GROWTH ETF (EFG) 12,763 -824 $1,031
     EFG12,763-824$1,031
WISDOMTREE U.S. MIDCAP FUND (EZM) 25,425 -14,224 $1,017
     EZM25,425-14,224$1,017
ISHARES CORE HIGH DIVIDEND ETF (HDV) 10,736 +3,509 $1,015
     HDV10,736+3,509$1,015
JPMORGAN CHASE & CO COM 8,952 +1,504 $1,001
     JPM8,952+1,504$1,001
CISCO SYS INC COM 18,154 +1,989 $994
     CSCO18,154+1,989$994
PFIZER INC COM 21,443 +1,059 $929
     PFE21,443+1,059$929
AT&T INC COM 27,326 -2,708 $916
     T27,326-2,708$916
STARBUCKS CORP COM 10,686 +1,529 $896
     SBUX10,686+1,529$896
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE TRADED FUND (MINT) 8,780 +8,780 $893
     MINT8,780+8,780$893
SPDR S&P 600 SMALL CAP VALUE ETF (SLYV) 14,658 -416 $889
     SLYV14,658-416$889
PEPSICO INC COM 6,081 +1,409 $797
     PEP6,081+1,409$797
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND (DGRW) 17,866 -14,860 $780
     DGRW17,866-14,860$780
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 12,185 +60 $780
     MMP12,185+60$780
HOME DEPOT INC COM 3,747 +1,061 $779
     HD3,747+1,061$779
SPDR NYSE TECHNOLOGY ETF (XNTK) 10,241 +239 $744
     XNTK10,241+239$744
NIKE INC CL B 8,711 +2,075 $731
     NKE8,711+2,075$731
SPDR GOLD SHARES (GLD) 5,300 +3,100 $706
     GLD5,300+3,100$706
BANK AMER CORP COM 23,910 -2,813 $693
     BAC23,910-2,813$693
SPDR PORTFOLIO EMERGING MARKETS ETF (SPEM) 18,968 +839 $679
     SPEM18,968+839$679
MERCK & CO INC COM 8,090 -3,370 $678
     MRK8,090-3,370$678
UNITEDHEALTH GROUP INC COM 2,701 +628 $659
     UNH2,701+628$659
SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF (LGLV) 6,035 +6,035 $650
     LGLV6,035+6,035$650
WALMART INC COM 5,884 +1,994 $650
     WMT5,884+1,994$650
UNITED TECHNOLOGIES CORP COM 4,899 +325 $638
     UTX4,899+325$638
LIBERTY GLOBAL PLC SHS CL C 22,818 -975 $605
     LBTYK22,818-975$605
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 3,840 -1,412 $604
     IWF3,840-1,412$604
CITIGROUP INC COM NEW 8,481 +1,414 $594
     C8,481+1,414$594
ISHARES MSCI EUROZONE ETF (EZU) 15,003 +15,000 $593
     EZU15,003+15,000$593
ANNALY CAP MGMT INC COM 64,723 -6,665 $591
     NLY64,723-6,665$591

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 06/30/2019: $148,368
At 03/31/2019: $135,587

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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