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HALBERT HARGROVE GLOBAL ADVISORS, LLC 13F Holdings
Holdings from the most recent 13F from HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed: 2020-02-12 (Q4 2019) | Holdings: 136 | Value: $387.5M | 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 | Reduce 2% $(2.0M) | 27.83% | $107.9M | +92.93% | -16.16% | +22.07% | |
| EFA - ISHARES TR | 24.34% | $94.3M | +48.70% | -19.57% | +13.77% | ||
| AGG - ISHARES TR | Add 2% ($1.7M) | 20.18% | $78.2M | +0.10% | +2.82% | +3.85% | |
| MUB - ISHARES TR | Reduce 6% $(2.9M) | 12.68% | $49.1M | +2.53% | -1.69% | +3.89% | |
| MINT - PIMCO ETF TR | Reduce 3% $(126.5K) | 1.27% | $4.9M | +15.12% | -0.62% | +1.31% | |
| MSFT - MICROSOFT CORP | Reduce 5% $(185.4K) | 0.92% | $3.6M | +182.20% | -1.55% | +34.52% | |
| AAPL - APPLE INC | Reduce 10% $(304.0K) | 0.72% | $2.8M | +156.53% | -4.85% | +65.61% | |
| DGS - WISDOMTREE TR | Reduce 9% $(232.6K) | 0.64% | $2.5M | +48.47% | -20.16% | +15.20% | |
| ESGU - ISHARES TR | Add 52% ($752.3K) | 0.57% | $2.2M | +90.71% | -15.14% | +22.93% | |
| EEM - ISHARES TR | Reduce 69% $(4.4M) | 0.50% | $1.9M | +21.92% | -17.84% | +32.94% | |
| SHW - SHERWIN WILLIAMS CO | 0.47% | $1.8M | +87.52% | -4.77% | +23.64% | ||
| IWV - ISHARES TR | Reduce 1% $(15.1K) | 0.46% | $1.8M | +88.85% | -16.88% | +22.79% | |
| MSFT - MICROSOFT CORP | PUT | Reduce 4% $(78.8K) | 0.46% | $1.8M | |||
| ESGD - ISHARES TR | Add 62% ($450.7K) | 0.30% | $1.2M | +48.15% | -19.62% | +14.26% | |
| AMZN - AMAZON COM INC | Reduce 3% $(31.4K) | 0.30% | $1.2M | +97.66% | +10.39% | +52.40% | |
| UPS - UNITED PARCEL SERVICE INC | Add 1% ($5.7K) | 0.29% | $1.1M | +15.97% | -12.72% | +59.19% | |
| SUSC - ISHARES TR | Add 46% ($346.2K) | 0.28% | $1.1M | +1.61% | -1.64% | +4.70% | |
| XOM - EXXON MOBIL CORP | Reduce 12% $(143.0K) | 0.26% | $1.0M | +127.06% | -30.00% | -7.73% | |
| TT - INGERSOLL-RAND PLC | 0.25% | $981.0K | +312.04% | -31.45% | +37.15% | ||
| UNH - UNITEDHEALTH GROUP INC | Reduce 5% $(48.8K) | 0.25% | $971.0K | +9.53% | -6.98% | +9.94% | |
| PG - PROCTER & GAMBLE CO | Reduce 32% $(450.7K) | 0.25% | $961.0K | +46.28% | -7.31% | +5.95% | |
| IVV - ISHARES TR | 0.25% | $955.0K | +96.61% | -15.75% | +18.99% | ||
| TT - INGERSOLL-RAND PLC | PUT | 0.24% | $930.0K | ||||
| GOOGL - ALPHABET INC | Reduce 6% $(46.9K) | 0.20% | $780.0K | +127.42% | -10.71% | +39.78% | |
| JPM - JPMORGAN CHASE & CO | Reduce 27% $(276.9K) | 0.20% | $768.0K | +139.45% | -38.36% | +8.91% | |
| MMM - 3M CO | Reduce 1% $(5.3K) | 0.19% | $734.0K | +33.82% | -15.85% | +13.17% | |
| META - FACEBOOK INC | Reduce 7% $(52.5K) | 0.17% | $666.0K | +240.09% | -2.11% | +30.76% | |
| UNH - UNITEDHEALTH GROUP INC | PUT | 0.16% | $617.0K | ||||
| V - VISA INC | Reduce 8% $(49.4K) | 0.15% | $596.0K | +73.43% | -14.15% | +1.25% | |
| SHW - SHERWIN WILLIAMS CO | PUT | 0.15% | $584.0K | ||||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 7% $(39.9K) | 0.14% | $557.0K | +114.63% | -24.70% | +8.28% | |
| ESGE - ISHARES INC | New Purchase | 0.14% | $546.0K | +23.73% | -18.31% | +33.87% | |
| WFC - WELLS FARGO CO NEW | Reduce 7% $(40.7K) | 0.14% | $540.0K | +89.63% | -51.73% | -24.57% | |
| T - AT&T INC | Reduce 4% $(19.7K) | 0.14% | $539.0K | +36.84% | -24.54% | -17.94% | |
| DIS - DISNEY WALT CO | Reduce 3% $(14.5K) | 0.14% | $537.0K | -14.00% | -27.09% | +32.00% | |
| XOM - EXXON MOBIL CORP | PUT | 0.14% | $531.0K | ||||
| BAC - BANK AMER CORP | Reduce 7% $(37.5K) | 0.13% | $494.0K | +54.50% | -39.58% | +1.23% | |
| MA - MASTERCARD INC | Reduce 2% $(10.7K) | 0.12% | $483.0K | +70.40% | -18.88% | +3.22% | |
| IFGL - ISHARES TR | Add 8% ($35.8K) | 0.12% | $480.0K | -13.33% | -27.98% | -7.22% | |
| SDG - ISHARES TR | New Purchase | 0.12% | $459.0K | +19.15% | -11.31% | +44.39% | |
| GOOG - ALPHABET INC | Reduce 2% $(8.0K) | 0.11% | $441.0K | +128.08% | -10.80% | +40.27% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 4% $(18.2K) | 0.11% | $425.0K | +24.86% | +0.25% | +50.31% | |
| ADBE - ADOBE INC | Reduce 8% $(39.2K) | 0.11% | $423.0K | +4.02% | -3.76% | +34.65% | |
| JNJ - JOHNSON & JOHNSON | Reduce 46% $(357.1K) | 0.11% | $413.0K | +18.44% | -1.39% | +12.92% | |
| HD - HOME DEPOT INC | Reduce 3% $(10.9K) | 0.10% | $406.0K | +71.53% | -3.87% | +16.98% | |
| PEP - PEPSICO INC | Reduce 7% $(27.9K) | 0.10% | $400.0K | +3.79% | -7.84% | -4.79% | |
| HON - HONEYWELL INTL INC | New Purchase | 0.10% | $397.0K | +37.83% | -31.44% | +15.45% | |
| CVX - CHEVRON CORP NEW | Reduce 8% $(35.9K) | 0.10% | $395.0K | +64.38% | -19.42% | -10.39% | |
| INTC - INTEL CORP | Reduce 9% $(40.6K) | 0.10% | $395.0K | -62.62% | -13.32% | -4.32% | |
| VZ - VERIZON COMMUNICATIONS INC | Reduce 18% $(85.3K) | 0.10% | $378.0K | -2.71% | -5.02% | -3.15% | |
| AAPL - APPLE INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| IEFA - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| DWM - WISDOMTREE TR | Reduce 100% | 0.00% | $0.00 | ||||