HoldingsChannel.com
Squar Milner Financial Services LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
SPDR PORTFOLIO S&P 500 GROWTH ETF (SPYG) 228,815 +73,148 $8,514
     SPYG228,815+73,148$8,514
APPLE INC COM 28,599 +2,958 $5,432
     AAPL28,599+2,958$5,432
INVESCO S&P 500 LOW VOLATILITY ETF (SPLV) 77,505 +26,575 $4,079
     SPLV77,505+26,575$4,079
SPDR BLOOMBERG BARCLAYS 1 3 MONTH T BILL ETF (BIL) 38,714 +28,222 $3,546
     BIL38,714+28,222$3,546
ISHARES CORE S&P 500 ETF (IVV) 12,181 +1,982 $3,466
     IVV12,181+1,982$3,466
SPDR S&P 500 ETF (SPY) 11,471 -720 $3,240
     SPY11,471-720$3,240
SPDR PORTFOLIO S&P 500 VALUE ETF (SPYV) 89,485 +40,677 $2,709
     SPYV89,485+40,677$2,709
BERKSHIRE HATHAWAY INC DEL CL B NEW      $2,423
     BRK.B12,063+828$2,423
MICROSOFT CORP COM 17,791 +1,456 $2,098
     MSFT17,791+1,456$2,098
SPDR PORTFOLIO MID CAP ETF (SPMD) 62,386 +17,965 $2,079
     SPMD62,386+17,965$2,079
GOLDMAN SACHS ACCESS TREASURY 0 1 YEAR ETF (GBIL) 18,601 +2,032 $1,865
     GBIL18,601+2,032$1,865
ISHARES S&P SMALL CAP FUND (IJR) 21,190 +2,264 $1,634
     IJR21,190+2,264$1,634
WISDOMTREE U.S. MIDCAP FUND (EZM) 39,649 +230 $1,559
     EZM39,649+230$1,559
SPDR S&P DIVIDEND ETF (SDY) 15,323 -1,985 $1,523
     SDY15,323-1,985$1,523
ISHARES PREFERRED AND INCOME SECURITIES ETF (PFF) 40,642 +152 $1,485
     PFF40,642+152$1,485
INVESCO QQQ TRUST 7,996 -70 $1,436
     QQQ7,996-70$1,436
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND (DGRW) 32,726 +4,432 $1,409
     DGRW32,726+4,432$1,409
JOHNSON & JOHNSON COM 9,651 -35 $1,349
     JNJ9,651-35$1,349
ISHARES RUSSELL MID CAP VALUE ETF (IWS) 14,064 +1,392 $1,221
     IWS14,064+1,392$1,221
SPDR S&P 600 SMALL CAP GROWTH ETF (SLYG) 19,057 +10,995 $1,137
     SLYG19,057+10,995$1,137
ALPHABET INC CAP STK CL A 895 +289 $1,053
     GOOGL895+289$1,053
ISHARES MSCI EAFE GROWTH ETF (EFG) 13,587 -98 $1,052
     EFG13,587-98$1,052
ISHARES MSCI EAFE ETF (EFA) 15,724 UNCH $1,019
     EFA15,724UNCH$1,019
MERCK & CO INC COM 11,460 +3,336 $953
     MRK11,460+3,336$953
AT&T INC COM 30,034 +5,435 $941
     T30,034+5,435$941
SPDR S&P 600 SMALL CAP VALUE ETF (SLYV) 15,074 +1,054 $908
     SLYV15,074+1,054$908
CISCO SYS INC COM 16,165 +1,818 $872
     CSCO16,165+1,818$872
PFIZER INC COM 20,384 +1,512 $865
     PFE20,384+1,512$865
DISNEY WALT CO COM DISNEY 7,524 +1,898 $835
     DIS7,524+1,898$835
ISHARES RUSSELL 1000 GROWTH ETF (IWF) 5,252 UNCH $795
     IWF5,252UNCH$795
JPMORGAN CHASE & CO COM 7,448 +247 $753
     JPM7,448+247$753
BANK AMER CORP COM 26,723 +348 $737
     BAC26,723+348$737
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 12,125 +260 $735
     MMP12,125+260$735
ANNALY CAP MGMT INC COM 71,388 UNCH $713
     NLY71,388UNCH$713
SPDR NYSE TECHNOLOGY ETF (XNTK) 10,002 +3,282 $712
     XNTK10,002+3,282$712
EXXON MOBIL CORP COM 8,710 -220 $703
     XOM8,710-220$703
IPATH SERIES B S&P 500 VIX SHORT TERM FUTURES ETN 23,625 +23,625 $691
     VXXB23,625+23,625$691
STARBUCKS CORP COM 9,157 +781 $680
     SBUX9,157+781$680
ISHARES CORE HIGH DIVIDEND ETF (HDV) 7,227 +2,962 $674
     HDV7,227+2,962$674
ALTRIA GROUP INC COM 11,539 UNCH $662
     MO11,539UNCH$662
SPDR PORTFOLIO EMERGING MARKETS ETF (SPEM) 18,129 +2,865 $648
     SPEM18,129+2,865$648
INVESCO VARIABLE RATE PREFERRED ETF (VRP) 24,911 -949 $612
     VRP24,911-949$612
ABBOTT LABS COM 7,490 UNCH $598
     ABT7,490UNCH$598
WELLS FARGO CO NEW COM      $597
     WFC11,515+340$556
     WFC.PRL32+2$41
UNITED TECHNOLOGIES CORP COM 4,574 +745 $589
     UTX4,574+745$589
LIBERTY GLOBAL PLC SHS CL C 23,793 +14,876 $576
     LBTYK23,793+14,876$576
PEPSICO INC COM 4,672 +1,157 $572
     PEP4,672+1,157$572
NIKE INC CL B 6,636 +793 $558
     NKE6,636+793$558
ISHARES RUSSELL MID CAP GROWTH ETF (IWP) 4,063 UNCH $551
     IWP4,063UNCH$551
EDISON INTL COM 8,583 +122 $531
     EIX8,583+122$531

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 03/31/2019: $135,587
At 12/31/2018: $104,059

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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