Squar Milner Financial Services LLC

Add to watchlist

$196 Million is the total value of Squar Milner Financial Services LLC's 221 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 100.0% .

All

			Value		Shares		↓ Weighting
OXY	Exit	OCCIDENTAL PETE CORPcall	$0	–	-6,000	-100.0%	-0.01%	–
TRVG	Exit	TRIVAGO N V	$0	–	-19,685	-100.0%	-0.02%	–
USA	Exit	LIBERTY ALL STAR EQUITY FDsh ben int	$0	–	-16,830	-100.0%	-0.06%	–
OXY	Exit	OCCIDENTAL PETE CORP	$0	–	-6,000	-100.0%	-0.06%	–
WHF	Exit	WHITEHORSE FIN INC	$0	–	-11,000	-100.0%	-0.06%	–
NRZ	Exit	NEW RESIDENTIAL INVT CORP	$0	–	-19,835	-100.0%	-0.08%	–
GE	Exit	GENERAL ELECTRIC CO	$0	–	-24,440	-100.0%	-0.10%	–
SLV	Exit	ISHARES SILVER TRishares	$0	–	-10,000	-100.0%	-0.10%	–
XYL	Exit	XYLEM INC	$0	–	-3,094	-100.0%	-0.11%	–
NTR	Exit	NUTRIEN LTD	$0	–	-6,285	-100.0%	-0.12%	–
IVW	Exit	ISHARES TRs&p 500 grwt etf	$0	–	-989	-100.0%	-0.12%	–
POOL	Exit	POOL CORPORATION	$0	–	-754	-100.0%	-0.12%	–
FBT	Exit	FIRST TR NASDAQ-100 TECH INDny arca biotech	$0	–	-1,214	-100.0%	-0.12%	–
SKYY	Exit	FIRST TR EXCHANGE TRADED FD	$0	–	-2,747	-100.0%	-0.12%	–
CBRE	Exit	CBRE GROUP INCcl a	$0	–	-4,543	-100.0%	-0.12%	–
RDSB	Exit	ROYAL DUTCH SHELL PLCspon adr b	$0	–	-6,769	-100.0%	-0.12%	–
VO	Exit	VANGUARD INDEX FDSmid cap etf	$0	–	-1,289	-100.0%	-0.12%	–
MFC	Exit	MANULIFE FINL CORP	$0	–	-15,473	-100.0%	-0.12%	–
UL	Exit	UNILEVER PLCspon adr new	$0	–	-3,851	-100.0%	-0.12%	–
LEN	Exit	LENNAR CORPcl a	$0	–	-3,453	-100.0%	-0.12%	–
NEE	Exit	NEXTERA ENERGY INC	$0	–	-893	-100.0%	-0.12%	–
AAON	Exit	AAON INC	$0	–	-3,975	-100.0%	-0.12%	–
VRP	Exit	INVESCO EXCHANGE-TRADED FD Tvar rate pfd	$0	–	-9,225	-100.0%	-0.12%	–
XLF	Exit	SELECT SECTOR SPDR TRsbi int-finl	$0	–	-9,439	-100.0%	-0.12%	–
ITOT	Exit	ISHARES TRcore s&p ttl stk	$0	–	-3,190	-100.0%	-0.13%	–
CG	Exit	CARLYLE GROUP INC	$0	–	-8,040	-100.0%	-0.13%	–
PBP	Exit	INVESCO EXCHANGE TRADED FD Ts&p500 buy wrt	$0	–	-12,365	-100.0%	-0.13%	–
MGP	Exit	MGM GROWTH PPTYS LLC	$0	–	-8,281	-100.0%	-0.13%	–
BBY	Exit	BEST BUY INC	$0	–	-2,573	-100.0%	-0.13%	–
BIV	Exit	VANGUARD BD INDEX FDSintermed term	$0	–	-2,433	-100.0%	-0.13%	–
PKW	Exit	INVESCO EXCHANGE TRADED FD Tbuyback achiev	$0	–	-3,982	-100.0%	-0.13%	–
LDOS	Exit	LEIDOS HOLDINGS INC	$0	–	-2,481	-100.0%	-0.13%	–
WRB	Exit	BERKLEY W R CORP	$0	–	-4,099	-100.0%	-0.13%	–
BBN	Exit	BLACKROCK TAX MUNICPAL BD TR	$0	–	-9,477	-100.0%	-0.13%	–
CTAS	Exit	CINTAS CORP	$0	–	-901	-100.0%	-0.14%	–
HOG	Exit	HARLEY DAVIDSON INC	$0	–	-10,200	-100.0%	-0.14%	–
IUSG	Exit	ISHARES TRcore s&p us gwt	$0	–	-3,360	-100.0%	-0.14%	–
LW	Exit	LAMB WESTON HLDGS INC	$0	–	-3,812	-100.0%	-0.14%	–
AKAM	Exit	AKAMAI TECHNOLOGIES INC	$0	–	-2,310	-100.0%	-0.14%	–
SPSB	Exit	SPDR SER TRportfolio short	$0	–	-7,839	-100.0%	-0.14%	–
VLO	Exit	VALERO ENERGY CORP	$0	–	-4,293	-100.0%	-0.14%	–
IJR	Exit	ISHARES TRcore s&p scp etf	$0	–	-3,744	-100.0%	-0.14%	–
GT	Exit	GOODYEAR TIRE & RUBR CO	$0	–	-28,700	-100.0%	-0.15%	–
EXPD	Exit	EXPEDITORS INTL WASH INC	$0	–	-3,435	-100.0%	-0.15%	–
FIW	Exit	FIRST TR EXCHANGE TRADED FDwtr etf	$0	–	-4,664	-100.0%	-0.15%	–
KLAC	Exit	KLA CORP	$0	–	-1,355	-100.0%	-0.15%	–
AVY	Exit	AVERY DENNISON CORP	$0	–	-2,363	-100.0%	-0.15%	–
MCHP	Exit	MICROCHIP TECHNOLOGY INC.	$0	–	-2,572	-100.0%	-0.15%	–
OMC	Exit	OMNICOM GROUP INC	$0	–	-4,986	-100.0%	-0.16%	–
UJAN	Exit	INNOVATOR ETFS TRs&p 500 ultra	$0	–	-9,870	-100.0%	-0.16%	–
VNQ	Exit	VANGUARD INDEX FDSreal estate etf	$0	–	-3,476	-100.0%	-0.16%	–
MKTX	Exit	MARKETAXESS HLDGS INC	$0	–	-547	-100.0%	-0.16%	–
AMAT	Exit	APPLIED MATLS INC	$0	–	-4,578	-100.0%	-0.16%	–
FOXA	Exit	FOX CORP	$0	–	-10,337	-100.0%	-0.16%	–
VGT	Exit	VANGUARD WORLD FDSinf tech etf	$0	–	-1,005	-100.0%	-0.16%	–
HZNP	Exit	HORIZON THERAPEUTICS PUB LTD	$0	–	-5,067	-100.0%	-0.16%	–
EVV	Exit	EATON VANCE LTD DURATION INC	$0	–	-25,600	-100.0%	-0.16%	–
VEA	Exit	VANGUARD TAX-MANAGED FDSftse dev mkt etf	$0	–	-7,468	-100.0%	-0.16%	–
XLY	Exit	SELECT SECTOR SPDR TRsbi cons discr	$0	–	-2,268	-100.0%	-0.16%	–
SNPS	Exit	SYNOPSYS INC	$0	–	-1,505	-100.0%	-0.17%	–
MMP	Exit	MAGELLAN MIDSTREAM PRTNRS LP	$0	–	-6,815	-100.0%	-0.17%	–
KBE	Exit	SPDR SER TRs&p bk etf	$0	–	-9,366	-100.0%	-0.17%	–
SPDW	Exit	SPDR INDEX SHS FDSportfolio devlpd	$0	–	-10,817	-100.0%	-0.17%	–
AVLR	Exit	AVALARA INC	$0	–	-2,257	-100.0%	-0.17%	–
BL	Exit	BLACKLINE INC	$0	–	-3,628	-100.0%	-0.17%	–
ATHM	Exit	AUTOHOME INCsp adr rp cl a	$0	–	-4,013	-100.0%	-0.17%	–
BILL	Exit	BILL COM HLDGS INC	$0	–	-3,395	-100.0%	-0.17%	–
ET	Exit	ENERGY TRANSFER LP	$0	–	-43,434	-100.0%	-0.18%	–
MKC	Exit	MCCORMICK & CO INC	$0	–	-1,732	-100.0%	-0.18%	–
VCIT	Exit	VANGUARD SCOTTSDALE FDSint-term corp	$0	–	-3,268	-100.0%	-0.18%	–
EWL	Exit	ISHARES INCmsci switzerland	$0	–	-8,000	-100.0%	-0.18%	–
XSD	Exit	SPDR SER TRs&p semicndctr	$0	–	-2,829	-100.0%	-0.18%	–
DVY	Exit	ISHARES TRselect divid etf	$0	–	-3,994	-100.0%	-0.18%	–
DUK	Exit	DUKE ENERGY CORP NEW	$0	–	-4,058	-100.0%	-0.18%	–
ENB	Exit	ENBRIDGE INC	$0	–	-10,762	-100.0%	-0.19%	–
SPAB	Exit	SPDR SER TRportfolio agrgte	$0	–	-10,581	-100.0%	-0.19%	–
DTD	Exit	WISDOMTREE TRus total dividnd	$0	–	-3,681	-100.0%	-0.19%	–
IUSV	Exit	ISHARES TRcore s&p us vlu	$0	–	-6,366	-100.0%	-0.19%	–
IWP	Exit	ISHARES TRrus md cp gr etf	$0	–	-2,097	-100.0%	-0.19%	–
WFC	Exit	WELLS FARGO CO NEW	$0	–	-13,046	-100.0%	-0.19%	–
ODFL	Exit	OLD DOMINION FREIGHT LINE IN	$0	–	-1,991	-100.0%	-0.19%	–
VXX	Exit	BARCLAYS BK PLCipth sr b s&p	$0	–	-10,000	-100.0%	-0.19%	–
BMY	Exit	BRISTOL-MYERS SQUIBB CO	$0	–	-5,786	-100.0%	-0.19%	–
CHD	Exit	CHURCH & DWIGHT INC	$0	–	-4,425	-100.0%	-0.19%	–
AXP	Exit	AMERICAN EXPRESS CO	$0	–	-3,585	-100.0%	-0.19%	–
NLY	Exit	ANNALY CAPITAL MANAGEMENT IN	$0	–	-52,258	-100.0%	-0.20%	–
IVE	Exit	ISHARES TRs&p 500 val etf	$0	–	-3,224	-100.0%	-0.20%	–
FOXF	Exit	FOX FACTORY HLDG CORP	$0	–	-4,423	-100.0%	-0.21%	–
CTSH	Exit	COGNIZANT TECHNOLOGY SOLUTIOcl a	$0	–	-6,428	-100.0%	-0.21%	–
BA	Exit	BOEING CO	$0	–	-2,044	-100.0%	-0.21%	–
IT	Exit	GARTNER INC	$0	–	-3,189	-100.0%	-0.22%	–
IBM	Exit	INTERNATIONAL BUSINESS MACHS	$0	–	-3,248	-100.0%	-0.22%	–
SWAN	Exit	AMPLIFY ETF TRblackswan grwt	$0	–	-13,050	-100.0%	-0.23%	–
PCQ	Exit	PIMCO CA MUNICIPAL INCOME FD	$0	–	-24,946	-100.0%	-0.23%	–
BAM	Exit	BROOKFIELD ASSET MGMT INCcl a ltd vt sh	$0	–	-12,297	-100.0%	-0.23%	–
VAR	Exit	VARIAN MED SYS INC	$0	–	-3,392	-100.0%	-0.24%	–
PNC	Exit	PNC FINL SVCS GROUP INC	$0	–	-3,993	-100.0%	-0.24%	–
IWV	Exit	ISHARES TRrussell 3000 etf	$0	–	-2,341	-100.0%	-0.24%	–
LQD	Exit	ISHARES TRiboxx inv cp etf	$0	–	-3,145	-100.0%	-0.24%	–
CAT	Exit	CATERPILLAR INC DEL	$0	–	-3,355	-100.0%	-0.24%	–
MMM	Exit	3M CO	$0	–	-2,722	-100.0%	-0.24%	–
EFA	Exit	ISHARES TRmsci eafe etf	$0	–	-6,995	-100.0%	-0.24%	–
MSCI	Exit	MSCI INC	$0	–	-1,285	-100.0%	-0.24%	–
C	Exit	CITIGROUP INC	$0	–	-8,455	-100.0%	-0.24%	–
XLV	Exit	SELECT SECTOR SPDR TRsbi healthcare	$0	–	-4,334	-100.0%	-0.25%	–
D	Exit	DOMINION ENERGY INC	$0	–	-5,366	-100.0%	-0.25%	–
WM	Exit	WASTE MGMT INC DEL	$0	–	-4,171	-100.0%	-0.25%	–
GIS	Exit	GENERAL MLS INC	$0	–	-7,152	-100.0%	-0.25%	–
GD	Exit	GENERAL DYNAMICS CORP	$0	–	-2,967	-100.0%	-0.25%	–
MCD	Exit	MCDONALDS CORP	$0	–	-2,436	-100.0%	-0.26%	–
HON	Exit	HONEYWELL INTL INC	$0	–	-3,110	-100.0%	-0.26%	–
ALGN	Exit	ALIGN TECHNOLOGY INC	$0	–	-1,646	-100.0%	-0.26%	–
VOO	Exit	VANGUARD INDEX FDS	$0	–	-1,607	-100.0%	-0.26%	–
EIX	Exit	EDISON INTL	$0	–	-8,400	-100.0%	-0.26%	–
AEM	Exit	AGNICO EAGLE MINES LTD	$0	–	-7,170	-100.0%	-0.26%	–
CMCSA	Exit	COMCAST CORP NEWcl a	$0	–	-12,316	-100.0%	-0.27%	–
TSM	Exit	TAIWAN SEMICONDUCTOR MFG LTDsponsored ads	$0	–	-8,576	-100.0%	-0.28%	–
CVS	Exit	CVS HEALTH CORP	$0	–	-7,687	-100.0%	-0.28%	–
AVGO	Exit	BROADCOM INC	$0	–	-1,598	-100.0%	-0.29%	–
PM	Exit	PHILIP MORRIS INTL INC	$0	–	-7,220	-100.0%	-0.29%	–
MO	Exit	ALTRIA GROUP INC	$0	–	-13,089	-100.0%	-0.29%	–
XOM	Exit	EXXON MOBIL CORP	$0	–	-11,627	-100.0%	-0.30%	–
BIIB	Exit	BIOGEN INC	$0	–	-1,957	-100.0%	-0.30%	–
UNH	Exit	UNITEDHEALTH GROUP INC	$0	–	-1,859	-100.0%	-0.31%	–
LLY	Exit	LILLY ELI & CO	$0	–	-3,340	-100.0%	-0.31%	–
INTC	Exit	INTEL CORP	$0	–	-9,249	-100.0%	-0.31%	–
SLYV	Exit	SPDR SER TRs&p 600 smcp val	$0	–	-11,332	-100.0%	-0.32%	–
EWG	Exit	ISHARES INCmsci germany etf	$0	–	-20,752	-100.0%	-0.32%	–
CXSE	Exit	WISDOMTREE TRchinadiv ex fi	$0	–	-5,887	-100.0%	-0.32%	–
DG	Exit	DOLLAR GEN CORP NEW	$0	–	-2,977	-100.0%	-0.32%	–
QCOM	Exit	QUALCOMM INC	$0	–	-6,240	-100.0%	-0.32%	–
OLLI	Exit	OLLIES BARGAIN OUTLET HLDGS	$0	–	-5,871	-100.0%	-0.33%	–
ADP	Exit	AUTOMATIC DATA PROCESSING IN	$0	–	-3,898	-100.0%	-0.33%	–
PAYC	Exit	PAYCOM SOFTWARE INC	$0	–	-1,919	-100.0%	-0.34%	–
BDX	Exit	BECTON DICKINSON & CO	$0	–	-2,514	-100.0%	-0.34%	–
RTX	Exit	RAYTHEON TECHNOLOGIES CORP	$0	–	-9,763	-100.0%	-0.34%	–
VZ	Exit	VERIZON COMMUNICATIONS INC	$0	–	-11,116	-100.0%	-0.35%	–
QQQ	Exit	INVESCO QQQ TRunit ser 1	$0	–	-2,495	-100.0%	-0.35%	–
BAC	Exit	BK OF AMERICA CORP	$0	–	-26,910	-100.0%	-0.36%	–
AVXL	Exit	ANAVEX LIFE SCIENCES CORP	$0	–	-130,000	-100.0%	-0.36%	–
USB	Exit	US BANCORP DEL	$0	–	-17,575	-100.0%	-0.37%	–
RGLD	Exit	ROYAL GOLD INC	$0	–	-5,272	-100.0%	-0.37%	–
IEMG	Exit	ISHARES INCcore msci emkt	$0	–	-13,914	-100.0%	-0.38%	–
SPEM	Exit	SPDR INDEX SHS FDSportfolio emg mk	$0	–	-19,998	-100.0%	-0.38%	–
LOW	Exit	LOWES COS INC	$0	–	-4,967	-100.0%	-0.38%	–
CHRW	Exit	C H ROBINSON WORLDWIDE INC	$0	–	-8,603	-100.0%	-0.39%	–
PTLC	Exit	PACER FDS TRtrendp us lar cp	$0	–	-25,000	-100.0%	-0.39%	–
REGN	Exit	REGENERON PHARMACEUTICALS	$0	–	-1,098	-100.0%	-0.39%	–
KO	Exit	COCA COLA CO	$0	–	-15,395	-100.0%	-0.39%	–
TGT	Exit	TARGET CORP	$0	–	-5,857	-100.0%	-0.40%	–
AMGN	Exit	AMGEN INC	$0	–	-3,043	-100.0%	-0.41%	–
SPYV	Exit	SPDR SER TRprtflo s&p500 vl	$0	–	-24,917	-100.0%	-0.41%	–
ADSK	Exit	AUTODESK INC	$0	–	-3,143	-100.0%	-0.43%	–
MRK	Exit	MERCK & CO. INC	$0	–	-10,075	-100.0%	-0.44%	–
SDY	Exit	SPDR SER TRs&p divid etf	$0	–	-8,543	-100.0%	-0.44%	–
ORCL	Exit	ORACLE CORP	$0	–	-14,095	-100.0%	-0.44%	–
NVO	Exit	NOVO-NORDISK A Sadr	$0	–	-11,927	-100.0%	-0.44%	–
HD	Exit	HOME DEPOT INC	$0	–	-3,117	-100.0%	-0.44%	–
PFF	Exit	ISHARES TRpfd and incm sec	$0	–	-22,681	-100.0%	-0.45%	–
EFG	Exit	ISHARES TReafe grwth etf	$0	–	-9,685	-100.0%	-0.46%	–
WMT	Exit	WALMART INC	$0	–	-6,718	-100.0%	-0.46%	–
CVX	Exit	CHEVRON CORP NEW	$0	–	-9,041	-100.0%	-0.46%	–
MDT	Exit	MEDTRONIC PLC	$0	–	-8,882	-100.0%	-0.46%	–
NOW	Exit	SERVICENOW INC	$0	–	-2,042	-100.0%	-0.47%	–
GLD	Exit	SPDR GOLD TR	$0	–	-5,100	-100.0%	-0.48%	–
MINT	Exit	PIMCO ETF TRenhan shrt ma ac	$0	–	-8,696	-100.0%	-0.50%	–
T	Exit	AT&T INC	$0	–	-29,209	-100.0%	-0.50%	–
DGRO	Exit	ISHARES TRcore div grwth	$0	–	-24,984	-100.0%	-0.53%	–
CRM	Exit	SALESFORCE COM INC	$0	–	-5,049	-100.0%	-0.54%	–
ZTS	Exit	ZOETIS INCcl a	$0	–	-6,953	-100.0%	-0.54%	–
PFE	Exit	PFIZER INC	$0	–	-29,110	-100.0%	-0.54%	–
V	Exit	VISA INC	$0	–	-5,119	-100.0%	-0.56%	–
GOVT	Exit	ISHARES TRus treas bd etf	$0	–	-35,891	-100.0%	-0.57%	–
EWJ	Exit	ISHARES INCmsci jpn etf new	$0	–	-18,427	-100.0%	-0.58%	–
DIS	Exit	DISNEY WALT CO	$0	–	-9,252	-100.0%	-0.59%	–
SLYG	Exit	SPDR SER TRs&p 600 smcp grw	$0	–	-18,326	-100.0%	-0.59%	–
IWS	Exit	ISHARES TRrus mdcp val etf	$0	–	-13,607	-100.0%	-0.59%	–
ACN	Exit	ACCENTURE PLC IRELAND	$0	–	-4,901	-100.0%	-0.60%	–
PG	Exit	PROCTER AND GAMBLE CO	$0	–	-8,871	-100.0%	-0.60%	–
ABBV	Exit	ABBVIE INC	$0	–	-10,891	-100.0%	-0.61%	–
MA	Exit	MASTERCARD INCORPORATEDcl a	$0	–	-3,652	-100.0%	-0.61%	–
IWF	Exit	ISHARES TRrus 1000 grw etf	$0	–	-5,876	-100.0%	-0.64%	–
JPM	Exit	JPMORGAN CHASE & CO	$0	–	-12,450	-100.0%	-0.66%	–
XNTK	Exit	SPDR SER TRnyse tech etf	$0	–	-11,871	-100.0%	-0.67%	–
HDV	Exit	ISHARES TRcore high dv etf	$0	–	-15,725	-100.0%	-0.72%	–
PYPL	Exit	PAYPAL HLDGS INC	$0	–	-7,374	-100.0%	-0.73%	–
PEP	Exit	PEPSICO INC	$0	–	-9,794	-100.0%	-0.74%	–
GBIL	Exit	GOLDMAN SACHS ETF TRacces treasury	$0	–	-12,924	-100.0%	-0.74%	–
TSLA	Exit	TESLA INC	$0	–	-1,235	-100.0%	-0.76%	–
GOOG	Exit	ALPHABET INCcap stk cl c	$0	–	-977	-100.0%	-0.78%	–
CSCO	Exit	CISCO SYS INC	$0	–	-30,153	-100.0%	-0.80%	–
NKE	Exit	NIKE INCcl b	$0	–	-14,580	-100.0%	-0.81%	–
SBUX	Exit	STARBUCKS CORP	$0	–	-19,789	-100.0%	-0.83%	–
ABT	Exit	ABBOTT LABS	$0	–	-16,086	-100.0%	-0.84%	–
AMZN	Exit	AMAZON COM INC	$0	–	-546	-100.0%	-0.86%	–
SHV	Exit	ISHARES TRshort treas bd	$0	–	-13,739	-100.0%	-0.86%	–
SPMD	Exit	SPDR SER TRportfolio s&p400	$0	–	-49,658	-100.0%	-0.88%	–
ADBE	Exit	ADOBE INC	$0	–	-3,643	-100.0%	-0.90%	–
BRKB	Exit	BERKSHIRE HATHAWAY INC DELcl b new	$0	–	-8,915	-100.0%	-0.90%	–
GLDM	Exit	WORLD GOLD TRspdr gld minis	$0	–	-90,843	-100.0%	-0.92%	–
FB	Exit	FACEBOOK INCcl a	$0	–	-7,453	-100.0%	-0.96%	–
IEF	Exit	ISHARES TRbarclays 7 10 yr	$0	–	-15,517	-100.0%	-1.07%	–
GOOGL	Exit	ALPHABET INCcap stk cl a	$0	–	-1,390	-100.0%	-1.12%	–
JNJ	Exit	JOHNSON & JOHNSON	$0	–	-14,863	-100.0%	-1.19%	–
SPTS	Exit	SPDR SER TRportfolio sh tsr	$0	–	-70,083	-100.0%	-1.22%	–
LGLV	Exit	SPDR SER TRssga us lrg etf	$0	–	-27,338	-100.0%	-1.58%	–
OEF	Exit	ISHARES TRs&p 100 etf	$0	–	-20,078	-100.0%	-1.62%	–
IVV	Exit	ISHARES TRcore s&p500 etf	$0	–	-15,013	-100.0%	-2.64%	–
ICSH	Exit	ISHARES TRultr sh trm bd	$0	–	-106,913	-100.0%	-3.07%	–
AAPL	Exit	APPLE INC	$0	–	-14,918	-100.0%	-3.09%	–
MSFT	Exit	MICROSOFT CORP	$0	–	-27,422	-100.0%	-3.17%	–
SPY	Exit	SPDR S&P 500 ETF TRtr unit	$0	–	-26,796	-100.0%	-4.70%	–
SPYG	Exit	SPDR SER TRprtflo s&p500 gw	$0	–	-207,796	-100.0%	-5.30%	–
BIL	Exit	SPDR SER TRspdr bloomberg	$0	–	-142,776	-100.0%	-7.42%	–

Original filings

The following EDGAR filing(s) were analyzed to create this report:

View 13F-HR filed 2020-10-28

Signatures

The EDGAR filing(s) were signed by:

Deborah Harrington — Chief Operating Officer

Top long-term holdings

Name	Quarters owned	Latest quarter owned	Max weighting
SPDR SER TR	11	Q2 2020	11.1%
APPLE INC COM	11	Q2 2020	4.3%
SPDR S&P 500 ETF TR	11	Q2 2020	4.7%
ISHARES TR	11	Q2 2020	3.6%
MICROSOFT CORP COM	11	Q2 2020	3.2%
BERKSHIRE HATHAWAY INC DEL CL B NEW	11	Q2 2020	2.8%
JOHNSON & JOHNSON COM	11	Q2 2020	1.8%
SPDR S&P DIVIDEND ETF	11	Q2 2020	1.9%
ISHARES U.S. PREFERRED STOCK ETF	11	Q2 2020	1.9%
SPDR SER TR	11	Q2 2020	2.0%

View Squar Milner Financial Services LLC's complete holdings history.

Latest filings

Type	Filed
13F-HR/A	2020-11-25
13F-HR	2020-10-28
13F-HR	2020-07-16
13F-HR	2020-04-22
13F-HR	2020-01-21
13F-HR	2019-10-22
13F-HR	2019-07-25
13F-HR	2019-04-25
13F-HR	2019-02-13
13F-HR	2018-10-29

View Squar Milner Financial Services LLC's complete filings history.

All filings

View complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

The reported total value is incorrect (195765000.0 != 0.0)
The reported number of holdings is incorrect (221 != 0)

Export Squar Milner Financial Services LLC's holdings

Squar Milner Financial Services LLC - Q3 2020 holdings

Original filings

Signatures

Top long-term holdings

Latest filings

All filings