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HALBERT HARGROVE GLOBAL ADVISORS, LLC 13F Holdings
Holdings from the most recent 13F from HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed: 2019-11-12 (Q3 2019) | Holdings: 129 | Value: $377.1M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| IWB - ISHARES TR | New Purchase | 26.86% | $101.3M | +111.74% | +10.20% | +19.53% | |
| EFA - ISHARES TR | New Purchase | 23.44% | $88.4M | +53.35% | +3.33% | +4.87% | |
| AGG - ISHARES TR | New Purchase | 20.43% | $77.0M | +2.42% | +2.37% | +7.25% | |
| MUB - ISHARES TR | New Purchase | 13.82% | $52.1M | +5.08% | +2.44% | +4.65% | |
| EEM - ISHARES TR | New Purchase | 1.52% | $5.7M | +29.28% | +5.78% | +16.38% | |
| MINT - PIMCO ETF TR | New Purchase | 1.34% | $5.1M | +16.05% | +0.82% | +1.85% | |
| MSFT - MICROSOFT CORP | New Purchase | 0.87% | $3.3M | +253.28% | +25.62% | +49.23% | |
| DGS - WISDOMTREE TR | New Purchase | 0.67% | $2.5M | +50.70% | +0.97% | +2.59% | |
| AAPL - APPLE INC | New Purchase | 0.63% | $2.4M | +219.24% | +24.70% | +84.26% | |
| SHW - SHERWIN WILLIAMS CO | New Purchase | 0.45% | $1.7M | +84.86% | -0.99% | +25.13% | |
| IWV - ISHARES TR | New Purchase | 0.44% | $1.7M | +106.84% | +9.96% | +18.88% | |
| MSFT - MICROSOFT CORP | PUT | New Purchase | 0.44% | $1.6M | |||
| PG - PROCTER & GAMBLE CO | New Purchase | 0.37% | $1.4M | +51.85% | +4.84% | +23.30% | |
| ESGU - ISHARES TR | New Purchase | 0.35% | $1.3M | +110.74% | +10.71% | +21.62% | |
| XOM - EXXON MOBIL CORP | New Purchase | 0.31% | $1.2M | +103.76% | -10.45% | -43.55% | |
| UPS - UNITED PARCEL SERVICE INC | New Purchase | 0.31% | $1.2M | +0.07% | -13.50% | +38.99% | |
| AMZN - AMAZON COM INC | New Purchase | 0.30% | $1.1M | +139.08% | +21.23% | +76.43% | |
| TT - INGERSOLL-RAND PLC | New Purchase | 0.24% | $908.0K | +365.66% | +13.61% | +51.07% | |
| JPM - JPMORGAN CHASE & CO | New Purchase | 0.23% | $882.0K | +159.08% | +8.30% | -7.73% | |
| IVV - ISHARES TR | New Purchase | 0.23% | $879.0K | +115.67% | +10.06% | +18.56% | |
| TT - INGERSOLL-RAND PLC | PUT | New Purchase | 0.23% | $862.0K | |||
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 0.20% | $754.0K | +29.49% | +19.03% | +41.88% | |
| GOOGL - ALPHABET INC | New Purchase | 0.20% | $753.0K | +165.55% | +17.03% | +37.05% | |
| SUSC - ISHARES TR | New Purchase | 0.20% | $745.0K | +5.34% | +3.68% | +9.15% | |
| MMM - 3M CO | New Purchase | 0.18% | $689.0K | +29.52% | -4.41% | +3.53% | |
| JNJ - JOHNSON & JOHNSON | New Purchase | 0.18% | $684.0K | +36.66% | +15.33% | +17.50% | |
| ESGD - ISHARES TR | New Purchase | 0.18% | $679.0K | +52.91% | +3.38% | +5.37% | |
| AAPL - APPLE INC | PUT | New Purchase | 0.18% | $672.0K | |||
| META - FACEBOOK INC | New Purchase | 0.17% | $624.0K | +265.98% | +9.47% | +42.24% | |
| V - VISA INC | New Purchase | 0.16% | $591.0K | +100.37% | +15.97% | +18.24% | |
| SHW - SHERWIN WILLIAMS CO | PUT | New Purchase | 0.15% | $550.0K | |||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.15% | $548.0K | +121.29% | +3.07% | +3.50% | |
| WFC - WELLS FARGO CO NEW | New Purchase | 0.14% | $544.0K | +69.61% | -9.62% | -53.47% | |
| T - AT&T INC | New Purchase | 0.14% | $541.0K | +34.04% | -0.94% | -21.18% | |
| XOM - EXXON MOBIL CORP | PUT | New Purchase | 0.14% | $537.0K | |||
| IEFA - ISHARES TR | New Purchase | 0.13% | $497.0K | +53.04% | +3.66% | +5.43% | |
| DIS - DISNEY WALT CO | New Purchase | 0.13% | $496.0K | -11.86% | +2.28% | +0.44% | |
| UNH - UNITEDHEALTH GROUP INC | PUT | New Purchase | 0.12% | $456.0K | |||
| VZ - VERIZON COMMUNICATIONS INC | New Purchase | 0.12% | $456.0K | -2.99% | +0.19% | +7.74% | |
| MA - MASTERCARD INC | New Purchase | 0.12% | $449.0K | +105.06% | +21.62% | +21.82% | |
| HD - HOME DEPOT INC | New Purchase | 0.12% | $443.0K | +79.23% | +5.09% | +22.36% | |
| BAC - BANK AMER CORP | New Purchase | 0.12% | $440.0K | +65.02% | +7.28% | -15.33% | |
| IFGL - ISHARES TR | New Purchase | 0.12% | $436.0K | -7.74% | +6.67% | -7.07% | |
| PEP - PEPSICO INC | New Purchase | 0.11% | $430.0K | +14.46% | +11.21% | +12.27% | |
| CVX - CHEVRON CORP NEW | New Purchase | 0.11% | $424.0K | +53.48% | -6.39% | -27.52% | |
| GOOG - ALPHABET INC | New Purchase | 0.11% | $410.0K | +166.62% | +17.05% | +37.32% | |
| TMO - THERMO FISHER SCIENTIFIC INC | New Purchase | 0.11% | $398.0K | +41.32% | +13.90% | +66.15% | |
| ADBE - ADOBE INC | New Purchase | 0.10% | $388.0K | +32.79% | +28.43% | +60.81% | |
| DWM - WISDOMTREE TR | New Purchase | 0.10% | $377.0K | +46.68% | +2.44% | -3.71% | |
| INTC - INTEL CORP | New Purchase | 0.10% | $375.0K | -56.51% | +17.11% | -19.49% | |