Squire Investment Management Company, LLC Portfolio Holdings

Squire Investment Management Company, LLC

  • $240 Billion
  • Q1 2025

Squire Investment Management Company, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $240 Billion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $32.1B, Dimensional ETF Tr U S Target with a value of $23.1B, Ishares Core S&P Total U.S. St with a value of $22.2B, Ea Series Trust with a value of $22B, and Dimensional ETF Tr with a value of $15.1B.

Examining the 13F form we can see an increase of $12.7B in the current position value, from $227B to 240B.

Squire Investment Management Company, LLC is based out at Orem, UT

Below you can find more details about Squire Investment Management Company, LLC portfolio as well as his latest detailed transactions.

Portfolio value $240 Billion
ETFs: $208 Billion
Financial Services: $5.04 Billion
Technology: $2.03 Billion
Energy: $290 Million
Consumer Defensive: $257 Million
Industrials: $206 Million
Consumer Cyclical: $19.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.1 Billion 13.39% of portfolio
973,756
Q1 2025 Added 4.53%
$0
$23.1 Billion 9.63% of portfolio
448,804
Q1 2025 Added 1.37%
$0
$22.2 Billion 9.25% of portfolio
181,991
Q1 2025 Added 4.29%
Ea Series Trust
-
$22 Billion 9.17% of portfolio
-
Q1 2025 Added 9.75%
$0
$15.1 Billion 6.31% of portfolio
384,394
Q1 2025 Added 0.34%
$0
$11.9 Billion 4.98% of portfolio
289,974
Q1 2025 Added 2.22%
$0
$11.6 Billion 4.82% of portfolio
165,946
Q1 2025 Added 22.12%
$0
$10.3 Billion 4.28% of portfolio
388,385
Q1 2025 Added 12.74%
$0
$10.1 Billion 4.19% of portfolio
145,957
Q1 2025 Added 10.12%
$0
$9.72 Billion 4.05% of portfolio
163,715
Q1 2025 Added 17.05%
$0
$7.5 Billion 3.12% of portfolio
27,277
Q1 2025 Added 37.52%
$0
$5.09 Billion 2.12% of portfolio
107,085
Q1 2025 Added 11.03%
$0
$4.68 Billion 1.95% of portfolio
160,836
Q1 2025 Added 4.8%
$1.37B
$4.09 Billion 1.71% of portfolio
106,976
Q1 2025 Added 0.17%
$0
$3.86 Billion 1.61% of portfolio
77,323
Q1 2025 Added 11.82%
$0
$3.36 Billion 1.4% of portfolio
38,592
Q1 2025 Added 76.89%
$0
$2.47 Billion 1.03% of portfolio
48,632
Q1 2025 Reduced 1.25%
$0
$2.23 Billion 0.93% of portfolio
10,048
Q1 2025 Added 29.77%
$0
$2.21 Billion 0.92% of portfolio
84,389
Q1 2025 Added 0.5%
$0
$1.9 Billion 0.79% of portfolio
80,000
Q1 2025 New
$0
$1.85 Billion 0.77% of portfolio
66,788
Q1 2025 Added 9.04%
$0
$1.64 Billion 0.68% of portfolio
54,112
Q4 2024 Added 0.01%
$3.22T
$1.52 Billion 0.63% of portfolio
6,829
Q1 2025 Added 7.19%
$0
$1.5 Billion 0.62% of portfolio
27,703
Q1 2025 Reduced 0.16%
$0
$1.41 Billion 0.59% of portfolio
23,599
Q1 2025 Added 14.48%
$0
$1.24 Billion 0.52% of portfolio
8,216
Q1 2025 Added 43.99%
$0
$1.25 Billion 0.52% of portfolio
16,978
Q4 2024 Added 32.23%
$0
$1.26 Billion 0.52% of portfolio
23,970
Q1 2025 Added 22.08%
$0
$1.24 Billion 0.52% of portfolio
7,197
Q1 2025 Added 18.31%
$0
$1.23 Billion 0.51% of portfolio
28,854
Q1 2025 Added 31.99%
$0
$1.04 Billion 0.43% of portfolio
7,720
Q3 2024 Added 17.86%
$0
$1.02 Billion 0.42% of portfolio
26,470
Q1 2025 Added 47.3%
$0
$1.01 Billion 0.42% of portfolio
15,896
Q1 2025 Reduced 45.68%
$0
$942 Million 0.39% of portfolio
30,172
Q1 2025 Added 22.95%
$0
$904 Million 0.38% of portfolio
5,628
Q1 2025 Added 4.98%
$0
$908 Million 0.38% of portfolio
32,465
Q1 2025 Reduced 1.12%
$0
$847 Million 0.35% of portfolio
8,693
Q4 2024 Added 11.76%
$0
$821 Million 0.34% of portfolio
31,348
Q4 2024 Added 237.4%
$0
$718 Million 0.3% of portfolio
2,325
Q4 2023 New
$0
$698 Million 0.29% of portfolio
9,995
Q2 2024 Reduced 2.9%
$0
$695 Million 0.29% of portfolio
15,366
Q4 2024 Added 16.87%
$0
$645 Million 0.27% of portfolio
24,960
Q1 2025 Reduced 0.01%
$773B
$602 Million 0.25% of portfolio
2,455
Q1 2025 Added 10.69%
$0
$555 Million 0.23% of portfolio
9,423
Q1 2025 Reduced 9.59%
$0
$524 Million 0.22% of portfolio
966
Q4 2024 Added 20.0%
$0
$518 Million 0.22% of portfolio
5,603
Q1 2025 Reduced 11.42%
$0
$483 Million 0.2% of portfolio
17,147
Q1 2025 Reduced 25.85%
$0
$479 Million 0.2% of portfolio
7,048
Q1 2024 Added 0.01%
$0
$454 Million 0.19% of portfolio
5,804
Q1 2025 Added 0.21%

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $240 Billion
  • Prior Value $227 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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