SEC 13F Intelligence

Managers / Q2 2019 · view latest →

Squar Milner Financial Services LLC

CIK 0001727592 · 18500 VON KARMAN AVENUE, 10TH FLOOR, IRVINE, CA, 92612 · 949-222-2999

Reported Value
$148M
Q2 2019
Positions
818
Filings on Record
9
2019–present window
Filed
Jul 25, 2019
original filing

Summary

Squar Milner Financial Services LLC reported $148M in U.S.-listed holdings across 818 positions for Q2 2019.

Its largest position, Spdr Portfolio S P 500 Growth Etf, represents 6.8% of the portfolio.

Compared with Q1 2019, the fund opened 87 new positions and exited 119.

Portfolio Metrics

Turnover
+9.8%
vs prior filed quarter
Top-10 Concentration
+30.2%
share of reported value
Largest Position
+6.8%
Spdr Portfolio S P 500 Growth Etf
New / Exited
87 / 119
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $104MQ4 ’18Q1 ’19: $136MQ1 ’19Q2 ’19: $148MQ2 ’19Q3 ’19: $163MQ3 ’19Q4 ’19: $200MQ4 ’19Q1 ’20: $166MQ1 ’20filingsflow.com

Portfolio Composition

By security type
ETP: 50.5%Common Stock: 42.5%Other: 2.5%ADR: 1.3%Closed-End Fund: 1.1%Other: 2.1%
  • ETP · 50.5% · $75M
  • Common Stock · 42.5% · $63M
  • Other · 2.5% · $4M
  • ADR · 1.3% · $2M
  • Closed-End Fund · 1.1% · $2M
  • Other · 2.1% · $3M

Quarter-over-Quarter Changes full breakdown →

vs Q1 2019 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDNEW+8.8K8.8K+$893,000$893,000
SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETFNEW+6.0K6.0K+$650,000$650,000
ISHARES MSCI UNITED KINGDOM ETFNEW+12.0K12.0K+$388,000$388,000
ISHARES MSCI SWITZERLAND ETFNEW+8.0K8.0K+$300,000$300,000
ISHARES MSCI AUSTRALIA ETFNEW+12.5K12.5K+$282,000$282,000
ISHARES MSCI GERMANY ETFNEW+8.0K8.0K+$224,000$224,000
BXBLACKSTONE GROUP INC COM CL ANEW+4.9K4.9K+$219,000$219,000
DWDPEURDUPONT DE NEMOURS INC COMNEW+2.8K2.8K+$213,000$213,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2019

50 positions
#IssuerClass% PortfolioValueShares
1SPDR PORTFOLIO S&P 500 GROWTH ETFETF6.78%$10M259.5K
2SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETFETF5.44%$8M88.2K
3AAPLAPPLE INC COMhistory →Stock3.71%$6M27.8K
4INVESCO S&P 500 LOW VOLATILITY ETFETF3.63%$5M97.9K
5SPDR S&P 500 ETFETF2.24%$3M11.3K
6ISHARES CORE S&P 500 ETFETF2.07%$3M10.4K
7MSFTMICROSOFT CORP COMhistory →Stock1.81%$3M20.1K
8BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEWhistory →Stock1.70%$3M11.8K
9SPDR PORTFOLIO MID CAP ETFETF1.49%$2M64.8K
10SPDR PORTFOLIO S&P 500 VALUE ETFETF1.37%$2M65.0K
11GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETFETF1.23%$2M18.2K
12JNJJOHNSON & JOHNSON COMhistory →Stock1.10%$2M11.7K
13SPDR S&P DIVIDEND ETFETF1.05%$2M15.4K
14NDQINVESCO QQQ TRUSTETF0.99%$1M7.9K
15ISHARES RUSSELL MID-CAP VALUE ETFETF0.86%$1M14.3K
16SPDR S&P 600 SMALL CAP GROWTH ETFETF0.85%$1M20.7K
17ISHARES PREFERRED AND INCOME SECURITIES ETFETF0.84%$1M33.9K
18ISHARES S&P SMALL-CAP FUNDETF0.84%$1M15.9K
19DISDISNEY WALT CO COM DISNEYStock0.79%$1M8.4K
20GOOGLALPHABET INC CAP STK CL AStock0.71%$1M966
21ISHARES MSCI EAFE ETFETF0.70%$1M15.8K
22ISHARES MSCI EAFE GROWTH ETFETF0.69%$1M12.8K
23WISDOMTREE U.S. MIDCAP FUNDETF0.69%$1M25.4K
24ISHARES CORE HIGH DIVIDEND ETFETF0.68%$1M10.7K
25JPMJPMORGAN CHASE & CO COMStock0.67%$1M9.0K
26CSCOCISCO SYS INC COMStock0.67%$994,00018.2K
27PFEPFIZER INC COMStock0.63%$929,00021.4K
28TAT&T INC COMStock0.62%$916,00027.3K
29SBUXSTARBUCKS CORP COMStock0.60%$896,00010.7K
30PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDETF0.60%$893,0008.8K
31SPDR S&P 600 SMALL CAP VALUE ETFETF0.60%$889,00014.7K
32PEPPEPSICO INC COMStock0.54%$797,0006.1K
33WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUNDETF0.53%$780,00017.9K
34WEPMAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LPStock0.53%$780,00012.2K
35HDHOME DEPOT INC COMStock0.53%$779,0003.7K
36SPDR NYSE TECHNOLOGY ETFETF0.50%$744,00010.2K
37NKENIKE INC CL BStock0.49%$731,0008.7K
38GQ9SPDR GOLD SHARESETF0.48%$706,0005.3K
39BACBANK AMER CORP COMStock0.47%$693,00023.9K
40SPDR PORTFOLIO EMERGING MARKETS ETFETF0.46%$679,00019.0K
41MRKMERCK & CO INC COMStock0.46%$678,0008.1K
42UNHUNITEDHEALTH GROUP INC COMStock0.44%$659,0002.7K
43WMTWALMART INC COMStock0.44%$650,0005.9K
44SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETFETF0.44%$650,0006.0K
45UTXZUNITED TECHNOLOGIES CORP COMStock0.43%$638,0004.9K
46LIBERTY GLOBAL PLC SHS CL CStock0.41%$605,00022.8K
47ISHARES RUSSELL 1000 GROWTH ETFETF0.41%$604,0003.8K
48TRVCCITIGROUP INC COM NEWStock0.40%$594,0008.5K
49ISHARES MSCI EUROZONE ETFETF0.40%$593,00015.0K
50NLYEURANNALY CAP MGMT INC COMREIT0.40%$591,00064.7K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2020$166M829Apr 22, 202013F-HRchanges · EDGAR ↗
Q4 2019$200M885Jan 21, 202013F-HRchanges · EDGAR ↗
Q3 2019$163M868Oct 22, 201913F-HRchanges · EDGAR ↗
Q2 2019$148M818Jul 25, 201913F-HRchanges · EDGAR ↗
Q1 2019$136M845Apr 25, 201913F-HRchanges · EDGAR ↗
Q4 2018$104M753Feb 13, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.