Squar Milner Financial Services LLC current holdings: USA Stocks
Squar Milner Financial Services LLC reported $0.09 billion in share positions in stocks (listed in the US), 125 positions, in its Form 13F for the quarter ended 2020-06-30; the largest are MSFT, AAPL, JNJ.
- MSFT: Country of operation United States; Class COM; Shares 27,422; Value $5,581,000.
- AAPL: Country of operation United States; Class COM; Shares 14,918; Value $5,442,000.
- JNJ: Country of operation United States; Class COM; Shares 14,863; Value $2,090,000.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 1,390; Value $1,971,000.
Form 13F-HR as filed (SEC CIK 1727592): quarter ended 2020-06-30, filed 2020-07-16. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2020-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | United States | COM | 27,422 | $5,581,000 | 6.34% | 2020-06-30 | 2020-07-16 | +150.09% |
| AAPL APPLE INC | United States | COM | 14,918 | $5,442,000 | 6.19% | 2020-06-30 | 2020-07-16 | |
| JNJ JOHNSON & JOHNSON | United States | COM | 14,863 | $2,090,000 | 2.38% | 2020-06-30 | 2020-07-16 | +90.27% |
| GOOGL ALPHABET INC | United States | CAP STK CL A | 1,390 | $1,971,000 | 2.24% | 2020-06-30 | 2020-07-16 | +380.85% |
| META FACEBOOK INC | United States | CL A | 7,453 | $1,692,000 | 1.92% | 2020-06-30 | 2020-07-16 | +225.36% |
| BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 8,915 | $1,591,000 | 1.81% | 2020-06-30 | 2020-07-16 | ||
| ADBE ADOBE INC | United States | COM | 3,643 | $1,586,000 | 1.80% | 2020-06-30 | 2020-07-16 | -46.44% |
| AMZN AMAZON COM INC | United States | COM | 546 | $1,506,000 | 1.71% | 2020-06-30 | 2020-07-16 | +78.82% |
| ABT ABBOTT LABS | United States | COM | 16,086 | $1,471,000 | 1.67% | 2020-06-30 | 2020-07-16 | +10.41% |
| SBUX STARBUCKS CORP | United States | COM | 19,789 | $1,456,000 | 1.65% | 2020-06-30 | 2020-07-16 | +29.68% |
| NKE NIKE INC | United States | CL B | 14,580 | $1,430,000 | 1.63% | 2020-06-30 | 2020-07-16 | -63.45% |
| CSCO CISCO SYS INC | United States | COM | 30,153 | $1,406,000 | 1.60% | 2020-06-30 | 2020-07-16 | +129.29% |
| GOOG ALPHABET INC | United States | CAP STK CL C | 977 | $1,381,000 | 1.57% | 2020-06-30 | 2020-07-16 | +377.25% |
| TSLA TESLA INC | United States | COM | 1,235 | $1,334,000 | 1.52% | 2020-06-30 | 2020-07-16 | +390.14% |
| PEP PEPSICO INC | United States | COM | 9,794 | $1,295,000 | 1.47% | 2020-06-30 | 2020-07-16 | -2.70% |
| PYPL PAYPAL HLDGS INC | United States | COM | 7,374 | $1,285,000 | 1.46% | 2020-06-30 | 2020-07-16 | -69.07% |
| JPM JPMORGAN CHASE & CO | United States | COM | 12,450 | $1,171,000 | 1.33% | 2020-06-30 | 2020-07-16 | +256.13% |
| MA MASTERCARD INCORPORATED | United States | CL A | 3,652 | $1,080,000 | 1.23% | 2020-06-30 | 2020-07-16 | +90.59% |
| ABBV ABBVIE INC | United States | COM | 10,891 | $1,069,000 | 1.21% | 2020-06-30 | 2020-07-16 | +168.17% |
| PG PROCTER AND GAMBLE CO | United States | COM | 8,871 | $1,061,000 | 1.21% | 2020-06-30 | 2020-07-16 | +24.04% |
| ACN ACCENTURE PLC IRELAND | SHS CLASS A | 4,901 | $1,052,000 | 1.20% | 2020-06-30 | 2020-07-16 | -17.51% | |
| DIS DISNEY WALT CO | United States | COM DISNEY | 9,252 | $1,032,000 | 1.17% | 2020-06-30 | 2020-07-16 | -5.47% |
| V VISA INC | United States | COM CL A | 5,119 | $989,000 | 1.12% | 2020-06-30 | 2020-07-16 | +89.41% |
| ZTS ZOETIS INC | United States | CL A | 6,953 | $953,000 | 1.08% | 2020-06-30 | 2020-07-16 | -48.70% |
| PFE PFIZER INC | United States | COM | 29,110 | $952,000 | 1.08% | 2020-06-30 | 2020-07-16 | -7.43% |
| CRM SALESFORCE COM INC | United States | COM | 5,049 | $946,000 | 1.08% | 2020-06-30 | 2020-07-16 | +20.27% |
| T AT&T INC | United States | COM | 29,209 | $883,000 | 1.00% | 2020-06-30 | 2020-07-16 | +7.23% |
| GLD SPDR GOLD TR | United States | GOLD SHS | 5,100 | $854,000 | 0.97% | 2020-06-30 | 2020-07-16 | +128.77% |
| NOW SERVICENOW INC | United States | COM | 2,042 | $827,000 | 0.94% | 2020-06-30 | 2020-07-16 | +60.40% |
| MDT MEDTRONIC PLC | Ireland | SHS | 8,882 | $814,000 | 0.93% | 2020-06-30 | 2020-07-16 | -5.03% |
| CVX CHEVRON CORP NEW | United States | COM | 9,041 | $807,000 | 0.92% | 2020-06-30 | 2020-07-16 | +129.05% |
| WMT WALMART INC | United States | COM | 6,718 | $805,000 | 0.91% | 2020-06-30 | 2020-07-16 | +167.49% |
| HD HOME DEPOT INC | United States | COM | 3,117 | $781,000 | 0.89% | 2020-06-30 | 2020-07-16 | +14.98% |
| ORCL ORACLE CORP | United States | COM | 14,095 | $779,000 | 0.89% | 2020-06-30 | 2020-07-16 | +149.30% |
| MRK MERCK & CO. INC | United States | COM | 10,075 | $779,000 | 0.89% | 2020-06-30 | 2020-07-16 | +102.30% |
| ADSK AUTODESK INC | United States | COM | 3,143 | $752,000 | 0.85% | 2020-06-30 | 2020-07-16 | -15.05% |
| AMGN AMGEN INC | United States | COM | 3,043 | $718,000 | 0.82% | 2020-06-30 | 2020-07-16 | +79.62% |
| TGT TARGET CORP | United States | COM | 5,857 | $702,000 | 0.80% | 2020-06-30 | 2020-07-16 | +30.43% |
| KO COCA COLA CO | United States | COM | 15,395 | $688,000 | 0.78% | 2020-06-30 | 2020-07-16 | +94.36% |
| REGN REGENERON PHARMACEUTICALS | United States | COM | 1,098 | $685,000 | 0.78% | 2020-06-30 | 2020-07-16 | +20.34% |
| CHRW C H ROBINSON WORLDWIDE INC | United States | COM NEW | 8,603 | $680,000 | 0.77% | 2020-06-30 | 2020-07-16 | +89.36% |
| LOW LOWES COS INC | United States | COM | 4,967 | $671,000 | 0.76% | 2020-06-30 | 2020-07-16 | +38.59% |
| RGLD ROYAL GOLD INC | United States | COM | 5,272 | $655,000 | 0.74% | 2020-06-30 | 2020-07-16 | +92.19% |
| USB US BANCORP DEL | United States | COM NEW | 17,575 | $647,000 | 0.74% | 2020-06-30 | 2020-07-16 | +57.90% |
| AVXL ANAVEX LIFE SCIENCES CORP | United States | COM NEW | 130,000 | $640,000 | 0.73% | 2020-06-30 | 2020-07-16 | -52.03% |
| BAC BK OF AMERICA CORP | United States | COM | 26,910 | $639,000 | 0.73% | 2020-06-30 | 2020-07-16 | +131.41% |
| VZ VERIZON COMMUNICATIONS INC | United States | COM | 11,116 | $613,000 | 0.70% | 2020-06-30 | 2020-07-16 | -16.60% |
| RTX RAYTHEON TECHNOLOGIES CORP | United States | COM | 9,763 | $602,000 | 0.68% | 2020-06-30 | 2020-07-16 | +203.38% |
| BDX BECTON DICKINSON & CO | United States | COM | 2,514 | $602,000 | 0.68% | 2020-06-30 | 2020-07-16 | -0.84% |
| PAYC PAYCOM SOFTWARE INC | United States | COM | 1,919 | $594,000 | 0.68% | 2020-06-30 | 2020-07-16 | -29.43% |
| ADP AUTOMATIC DATA PROCESSING IN | United States | COM | 3,898 | $580,000 | 0.66% | 2020-06-30 | 2020-07-16 | +75.83% |
| OLLI OLLIES BARGAIN OUTLET HLDGS | United States | COM | 5,871 | $573,000 | 0.65% | 2020-06-30 | 2020-07-16 | -11.13% |
| QCOM QUALCOMM INC | United States | COM | 6,240 | $569,000 | 0.65% | 2020-06-30 | 2020-07-16 | +101.84% |
| DG DOLLAR GEN CORP NEW | United States | COM | 2,977 | $567,000 | 0.64% | 2020-06-30 | 2020-07-16 | -35.63% |
| INTC INTEL CORP | United States | COM | 9,249 | $553,000 | 0.63% | 2020-06-30 | 2020-07-16 | +93.77% |
| LLY LILLY ELI & CO | United States | COM | 3,340 | $548,000 | 0.62% | 2020-06-30 | 2020-07-16 | +621.54% |
| UNH UNITEDHEALTH GROUP INC | United States | COM | 1,859 | $548,000 | 0.62% | 2020-06-30 | 2020-07-16 | +27.12% |
| BIIB BIOGEN INC | United States | COM | 1,957 | $524,000 | 0.60% | 2020-06-30 | 2020-07-16 | -15.13% |
| XOMXXXX EXXON MOBIL CORP | COM | 11,627 | $520,000 | 0.59% | 2020-06-30 | 2020-07-16 | ||
| MO ALTRIA GROUP INC | United States | COM | 13,089 | $514,000 | 0.58% | 2020-06-30 | 2020-07-16 | +75.08% |
| PM PHILIP MORRIS INTL INC | United States | COM | 7,220 | $506,000 | 0.58% | 2020-06-30 | 2020-07-16 | +176.76% |
| AVGO BROADCOM INC | United States | COM | 1,598 | $504,000 | 0.57% | 2020-06-30 | 2020-07-16 | +1025.16% |
| CVS CVS HEALTH CORP | United States | COM | 7,687 | $499,000 | 0.57% | 2020-06-30 | 2020-07-16 | +34.06% |
| CMCSA COMCAST CORP NEW | United States | CL A | 12,316 | $480,000 | 0.55% | 2020-06-30 | 2020-07-16 | -40.87% |
| AEM AGNICO EAGLE MINES LTD | COM | 7,170 | $459,000 | 0.52% | 2020-06-30 | 2020-07-16 | +190.09% | |
| EIX EDISON INTL | United States | COM | 8,400 | $456,000 | 0.52% | 2020-06-30 | 2020-07-16 | -1.38% |
| ALGN ALIGN TECHNOLOGY INC | United States | COM | 1,646 | $452,000 | 0.51% | 2020-06-30 | 2020-07-16 | -47.53% |
| HONZZZZ HONEYWELL INTL INC | COM | 3,110 | $450,000 | 0.51% | 2020-06-30 | 2020-07-16 | ||
| MCD MCDONALDS CORP | United States | COM | 2,436 | $449,000 | 0.51% | 2020-06-30 | 2020-07-16 | +26.84% |
| GD GENERAL DYNAMICS CORP | United States | COM | 2,967 | $443,000 | 0.50% | 2020-06-30 | 2020-07-16 | +122.36% |
| WM WASTE MGMT INC DEL | United States | COM | 4,171 | $442,000 | 0.50% | 2020-06-30 | 2020-07-16 | +95.53% |
| GIS GENERAL MLS INC | United States | COM | 7,152 | $441,000 | 0.50% | 2020-06-30 | 2020-07-16 | -45.14% |
| D DOMINION ENERGY INC | United States | COM | 5,366 | $436,000 | 0.50% | 2020-06-30 | 2020-07-16 | -25.30% |
| C CITIGROUP INC | United States | COM NEW | 8,455 | $432,000 | 0.49% | 2020-06-30 | 2020-07-16 | +155.97% |
| MSCI MSCI INC | United States | COM | 1,285 | $429,000 | 0.49% | 2020-06-30 | 2020-07-16 | +61.69% |
| MMM 3M CO | United States | COM | 2,722 | $425,000 | 0.48% | 2020-06-30 | 2020-07-16 | +29.18% |
| CAT CATERPILLAR INC DEL | United States | COM | 3,355 | $424,000 | 0.48% | 2020-06-30 | 2020-07-16 | +553.47% |
| PNC PNC FINL SVCS GROUP INC | United States | COM | 3,993 | $420,000 | 0.48% | 2020-06-30 | 2020-07-16 | +110.67% |
| IBM INTERNATIONAL BUSINESS MACHS | United States | COM | 3,248 | $392,000 | 0.45% | 2020-06-30 | 2020-07-16 | +90.53% |
| IT GARTNER INC | United States | COM | 3,189 | $387,000 | 0.44% | 2020-06-30 | 2020-07-16 | +53.18% |
| BA BOEING CO | United States | COM | 2,044 | $375,000 | 0.43% | 2020-06-30 | 2020-07-16 | +2.39% |
| FOXF FOX FACTORY HLDG CORP | United States | COM | 4,423 | $365,000 | 0.41% | 2020-06-30 | 2020-07-16 | -77.36% |
| CTSH COGNIZANT TECHNOLOGY SOLUTIO | United States | CL A | 6,428 | $365,000 | 0.41% | 2020-06-30 | 2020-07-16 | +0.04% |
| CHD CHURCH & DWIGHT INC | United States | COM | 4,425 | $342,000 | 0.39% | 2020-06-30 | 2020-07-16 | +22.83% |
| AXP AMERICAN EXPRESS CO | United States | COM | 3,585 | $341,000 | 0.39% | 2020-06-30 | 2020-07-16 | +220.80% |
| BMY BRISTOL-MYERS SQUIBB CO | United States | COM | 5,786 | $340,000 | 0.39% | 2020-06-30 | 2020-07-16 | +6.90% |
| ODFL OLD DOMINION FREIGHT LINE IN | United States | COM | 1,991 | $338,000 | 0.38% | 2020-06-30 | 2020-07-16 | +109.29% |
| WFC WELLS FARGO CO NEW | United States | COM | 13,046 | $334,000 | 0.38% | 2020-06-30 | 2020-07-16 | +214.38% |
| ENB ENBRIDGE INC | COM | 10,762 | $327,000 | 0.37% | 2020-06-30 | 2020-07-16 | +53.35% | |
| DUK DUKE ENERGY CORP NEW | United States | COM NEW | 4,058 | $324,000 | 0.37% | 2020-06-30 | 2020-07-16 | +42.96% |
| MKC MCCORMICK & CO INC | United States | COM NON VTG | 1,732 | $311,000 | 0.35% | 2020-06-30 | 2020-07-16 | -46.05% |
| ET ENERGY TRANSFER LP | United States | COM UT LTD PTN | 43,434 | $309,000 | 0.35% | 2020-06-30 | 2020-07-16 | +179.63% |
| BILL BILL COM HLDGS INC | United States | COM | 3,395 | $306,000 | 0.35% | 2020-06-30 | 2020-07-16 | -53.53% |
| BL BLACKLINE INC | United States | COM | 3,628 | $301,000 | 0.34% | 2020-06-30 | 2020-07-16 | -68.19% |
| SNPS SYNOPSYS INC | United States | COM | 1,505 | $293,000 | 0.33% | 2020-06-30 | 2020-07-16 | +112.87% |
| FOXA FOX CORP | United States | CL A COM | 10,337 | $277,000 | 0.31% | 2020-06-30 | 2020-07-16 | +132.96% |
| AMAT APPLIED MATLS INC | United States | COM | 4,578 | $277,000 | 0.31% | 2020-06-30 | 2020-07-16 | +747.00% |
| MKTX MARKETAXESS HLDGS INC | United States | COM | 547 | $274,000 | 0.31% | 2020-06-30 | 2020-07-16 | -67.27% |
| OMC OMNICOM GROUP INC | United States | COM | 4,986 | $272,000 | 0.31% | 2020-06-30 | 2020-07-16 | +35.79% |
| MCHP MICROCHIP TECHNOLOGY INC. | United States | COM | 2,572 | $271,000 | 0.31% | 2020-06-30 | 2020-07-16 | +49.62% |
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