Squire Investment Management Company, LLC Portfolio Holdings

Squire Investment Management Company, LLC

  • $210 Billion
  • Q3 2024

Squire Investment Management Company, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $210 Billion distributed in 62 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 $31B, Dimensional ETF Tr U S Target with a value of $24.7B, Ea Series Trust with a value of $19.8B, Ishares Core S&P Total U.S. St with a value of $19.5B, and Dimensional ETF Tr with a value of $13.5B.

Examining the 13F form we can see an increase of $33.9B in the current position value, from $176B to 210B.

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 $210 Billion
ETFs: $181 Billion
Financial Services: $4.94 Billion
Technology: $1.66 Billion
Consumer Defensive: $277 Million
Energy: $208 Million
Consumer Cyclical: $40.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31 Billion 14.75% of portfolio
904,555
Q3 2024 Added 1.79%
$0
$24.7 Billion 11.75% of portfolio
444,086
Q3 2024 Added 0.48%
Ea Series Trust
-
$19.8 Billion 9.4% of portfolio
-
Q3 2024 Added 10.14%
$0
$19.5 Billion 9.27% of portfolio
155,189
Q3 2024 Added 9.51%
$0
$13.5 Billion 6.42% of portfolio
354,445
Q3 2024 Added 6.92%
$0
$11.1 Billion 5.27% of portfolio
265,974
Q3 2024 Added 6.48%
$0
$8.19 Billion 3.89% of portfolio
115,840
Q3 2024 Added 11.65%
$0
$8.04 Billion 3.82% of portfolio
113,528
Q3 2024 Added 5.27%
$0
$7.9 Billion 3.76% of portfolio
280,669
Q3 2024 Added 24.88%
$0
$7.03 Billion 3.34% of portfolio
116,298
Q3 2024 Added 27.47%
$0
$5.42 Billion 2.58% of portfolio
19,150
Q3 2024 Added 3.22%
$1.84B
$4.5 Billion 2.14% of portfolio
106,796
Q3 2024 New
$0
$3.58 Billion 1.7% of portfolio
75,006
Q3 2024 Added 34.84%
$0
$3.54 Billion 1.69% of portfolio
121,936
Q3 2024 Added 23.18%
$0
$3.14 Billion 1.49% of portfolio
63,636
Q3 2024 Added 24.47%
$0
$2.32 Billion 1.1% of portfolio
43,928
Q3 2024 Added 10.26%
$0
$2.25 Billion 1.07% of portfolio
36,248
Q3 2024 Added 9.5%
$0
$2.09 Billion 1.0% of portfolio
21,826
Q3 2024 Added 55.42%
$0
$1.74 Billion 0.83% of portfolio
7,333
Q3 2024 Added 8.32%
$0
$1.72 Billion 0.82% of portfolio
29,923
Q3 2024 Reduced 0.52%
$0
$1.6 Billion 0.76% of portfolio
54,109
Q3 2024 Added 6.03%
$0
$1.52 Billion 0.72% of portfolio
22,434
Q3 2024 Added 13.72%
$3.69T
$1.38 Billion 0.66% of portfolio
5,929
Q3 2024 Reduced 0.65%
$0
$1.29 Billion 0.61% of portfolio
19,900
Q3 2024 Added 8.83%
$0
$1.1 Billion 0.52% of portfolio
39,137
Q3 2024 Added 28.05%
$0
$1.04 Billion 0.5% of portfolio
7,720
Q3 2024 Added 17.86%
$0
$964 Million 0.46% of portfolio
12,840
Q2 2024 Added 19.61%
$0
$949 Million 0.45% of portfolio
21,860
Q3 2024 Added 11.76%
$0
$948 Million 0.45% of portfolio
5,429
Q3 2024 Added 5.77%
$0
$898 Million 0.43% of portfolio
5,386
Q3 2024 Added 9.94%
$0
$878 Million 0.42% of portfolio
16,335
Q3 2024 Added 4.77%
$0
$837 Million 0.4% of portfolio
7,778
Q3 2024 Added 16.42%
$0
$772 Million 0.37% of portfolio
13,411
Q2 2024 Reduced 3.96%
$0
$776 Million 0.37% of portfolio
4,626
Q3 2024 Added 18.98%
$0
$772 Million 0.37% of portfolio
9,291
Q3 2024 Added 18.93%
$0
$749 Million 0.36% of portfolio
2,325
Q4 2023 New
$0
$726 Million 0.35% of portfolio
9,995
Q2 2024 Reduced 2.9%
$0
$712 Million 0.34% of portfolio
23,109
Q3 2024 Added 118.46%
$0
$621 Million 0.3% of portfolio
7,348
Q3 2024 Added 19.6%
$0
$624 Million 0.3% of portfolio
19,646
Q3 2024 New
$0
$629 Million 0.3% of portfolio
13,148
Q3 2024 Reduced 1.59%
$0
$602 Million 0.29% of portfolio
6,325
Q3 2024 New
$0
$564 Million 0.27% of portfolio
21,032
Q3 2024 Added 11.94%
$0
$533 Million 0.25% of portfolio
6,775
Q3 2024 Added 1.04%
$0
$536 Million 0.25% of portfolio
1,016
Q3 2024 Added 114.8%
$0
$494 Million 0.23% of portfolio
7,048
Q1 2024 Added 0.01%
$0
$472 Million 0.22% of portfolio
805
Q4 2023 New
$729B
$440 Million 0.21% of portfolio
2,089
Q3 2024 Reduced 0.81%
$0
$431 Million 0.21% of portfolio
8,489
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $210 Billion
  • Prior Value $176 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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