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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.84B
$4.5 Billion 2.14% of portfolio
106,796
Q3 2024 New
$3.69T
$1.38 Billion 0.66% of portfolio
5,929
Q3 2024 Reduced 0.65%
$729B
$440 Million 0.21% of portfolio
2,089
Q3 2024 Reduced 0.81%
$79.2B
$277 Million 0.13% of portfolio
2,670
Q3 2024 Reduced 67.08%
$354B
$276 Million 0.13% of portfolio
2,269
Q3 2024 Reduced 3.57%
$318B
$208 Million 0.1% of portfolio
1,415
Q3 2024 New
$349M
$40.2 Million 0.02% of portfolio
10,911
Q4 2023 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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