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HALBERT HARGROVE GLOBAL ADVISORS, LLC 13F Holdings
Holdings from the most recent 13F from HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed: 2020-05-01 (Q1 2020) | Holdings: 117 | Value: $573.0M | 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 |
| BIL - SPDR SER TR | New Purchase | 16.42% | $94.1M | +14.00% | -0.02% | -0.05% | |
| SHV - ISHARES TR | New Purchase | 15.03% | $86.1M | +13.55% | -0.00% | -0.02% | |
| AGG - ISHARES TR | Add 1% ($481.7K) | 14.10% | $80.8M | -2.89% | +2.70% | -0.21% | |
| NTSX - WISDOMTREE TR | New Purchase | 11.51% | $65.9M | +88.03% | +17.76% | +43.31% | |
| MUB - ISHARES TR | Add 1% ($505.7K) | 8.60% | $49.3M | +5.55% | +5.17% | +6.48% | |
| EEM - ISHARES TR | Add 3109% ($45.6M) | 8.21% | $47.1M | +52.28% | +23.64% | +54.69% | |
| IEFA - ISHARES TR | New Purchase | 7.46% | $42.7M | +86.69% | +17.08% | +49.29% | |
| IVV - ISHARES TR | Add 2255% ($17.2M) | 3.13% | $17.9M | +134.18% | +17.73% | +51.57% | |
| IWC - ISHARES TR | New Purchase | 2.26% | $13.0M | +79.02% | +22.47% | +101.12% | |
| SCZ - ISHARES TR | New Purchase | 2.15% | $12.3M | +71.25% | +18.50% | +60.60% | |
| IWM - ISHARES TR | New Purchase | 2.03% | $11.7M | +83.12% | +21.57% | +85.08% | |
| PBP - INVESCO EXCHANGE TRADED FD T | New Purchase | 0.97% | $5.6M | +67.69% | +10.31% | +29.60% | |
| MINT - PIMCO ETF TR | Add 5% ($227.3K) | 0.88% | $5.0M | +16.08% | +1.55% | +2.08% | |
| IFGL - ISHARES TR | Add 1204% ($4.1M) | 0.78% | $4.5M | +19.79% | +9.42% | +36.01% | |
| USRT - ISHARES TR | New Purchase | 0.74% | $4.2M | +62.16% | +11.56% | +43.98% | |
| MSFT - MICROSOFT CORP | Reduce 27% $(965.4K) | 0.45% | $2.6M | +195.28% | +24.44% | +45.81% | |
| AAPL - APPLE INC | Add 4% ($96.9K) | 0.44% | $2.5M | +187.60% | +51.10% | +84.76% | |
| IWB - ISHARES TR | Reduce 98% $(83.8M) | 0.31% | $1.7M | +131.07% | +18.95% | +54.96% | |
| IWV - ISHARES TR | 0.25% | $1.4M | +128.05% | +19.03% | +56.56% | ||
| EFA - ISHARES TR | Reduce 98% $(71.2M) | 0.24% | $1.4M | +87.32% | +16.82% | +47.25% | |
| AMZN - AMAZON COM INC | Add 13% ($152.1K) | 0.24% | $1.4M | +87.90% | +37.92% | +50.09% | |
| SUSC - ISHARES TR | 0.19% | $1.1M | +2.64% | +7.33% | +4.56% | ||
| UPS - UNITED PARCEL SERVICE INC | Add 7% ($64.2K) | 0.17% | $968.0K | +31.61% | +56.83% | +138.49% | |
| ESGV - VANGUARD WORLD FD | New Purchase | 0.15% | $862.0K | +128.97% | +21.33% | +57.53% | |
| ESGU - ISHARES TR | Reduce 61% $(1.1M) | 0.12% | $686.0K | +126.26% | +19.05% | +54.15% | |
| GOOGL - ALPHABET INC | Reduce 1% $(7.0K) | 0.12% | $669.0K | +162.52% | +13.35% | +79.12% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 24% $(194.7K) | 0.11% | $629.0K | +15.06% | +7.18% | +44.91% | |
| TT - TRANE TECHNOLOGIES PLC | New Purchase | 0.11% | $610.0K | +435.14% | +31.04% | +106.53% | |
| META - FACEBOOK INC | Add 5% ($28.0K) | 0.10% | $569.0K | +255.93% | +25.85% | +61.13% | |
| JPM - JPMORGAN CHASE & CO | Add 10% ($49.9K) | 0.10% | $546.0K | +254.75% | +5.45% | +72.08% | |
| MMM - 3M CO | Reduce 5% $(30.7K) | 0.09% | $537.0K | +45.73% | +2.26% | +38.57% | |
| V - VISA INC | Reduce 4% $(19.5K) | 0.09% | $492.0K | +107.20% | +10.44% | +35.34% | |
| PG - PROCTER & GAMBLE CO | Reduce 43% $(367.5K) | 0.08% | $479.0K | +53.56% | +12.83% | +18.12% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 1% ($5.7K) | 0.08% | $455.0K | +170.45% | +10.84% | +55.29% | |
| ESGE - ISHARES INC | Add 3% ($11.1K) | 0.07% | $427.0K | +54.75% | +24.50% | +56.31% | |
| GOOG - ALPHABET INC | Add 11% ($40.7K) | 0.07% | $424.0K | +163.73% | +12.71% | +83.08% | |
| SDG - ISHARES TR | Reduce 1% $(2.1K) | 0.07% | $401.0K | +36.50% | +24.10% | +62.31% | |
| JNJ - JOHNSON & JOHNSON | Add 7% ($25.1K) | 0.07% | $397.0K | +18.79% | -0.27% | +14.05% | |
| MA - MASTERCARD INC | 0.07% | $392.0K | +112.95% | +17.89% | +43.61% | ||
| T - AT&T INC | Reduce 3% $(10.3K) | 0.07% | $391.0K | +71.22% | +1.29% | +13.55% | |
| INTC - INTEL CORP | Add 9% ($32.0K) | 0.07% | $389.0K | -56.16% | -14.96% | +2.85% | |
| DGS - WISDOMTREE TR | Reduce 78% $(1.3M) | 0.06% | $372.0K | +88.93% | +17.57% | +56.39% | |
| HD - HOME DEPOT INC | Add 5% ($17.6K) | 0.06% | $365.0K | +89.49% | +23.58% | +55.95% | |
| DES - WISDOMTREE TR | New Purchase | 0.06% | $343.0K | +86.94% | +13.50% | +71.93% | |
| VSGX - VANGUARD WORLD FD | New Purchase | 0.06% | $340.0K | +72.73% | +18.97% | +50.06% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 9% $(33.5K) | 0.06% | $338.0K | +26.40% | +27.40% | +42.31% | |
| NVDA - NVIDIA CORP | New Purchase | 0.06% | $335.0K | +2105.77% | +56.87% | +111.58% | |
| VZ - VERIZON COMMUNICATIONS INC | 0.06% | $332.0K | -1.17% | +1.82% | +6.37% | ||
| PEP - PEPSICO INC | Reduce 7% $(25.6K) | 0.06% | $326.0K | +15.03% | +5.83% | +15.40% | |
| UNH - UNITEDHEALTH GROUP INC | PUT | Reduce 38% $(199.4K) | 0.06% | $324.0K | |||
| BAC - BANK AMER CORP | Reduce 100% | 0.00% | $0.00 | ||||
| ADBE - ADOBE INC | Reduce 100% | 0.00% | $0.00 | ||||
| CVX - CHEVRON CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| DIS - DISNEY WALT CO | Reduce 100% | 0.00% | $0.00 | ||||
| XOM - EXXON MOBIL CORP | PUT | Reduce 100% | 0.00% | $0.00 | |||
| XOM - EXXON MOBIL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| HON - HONEYWELL INTL INC | Reduce 100% | 0.00% | $0.00 | ||||
| ESGD - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| MSFT - MICROSOFT CORP | PUT | Reduce 100% | 0.00% | $0.00 | |||
| SHW - SHERWIN WILLIAMS CO | PUT | Reduce 100% | 0.00% | $0.00 | |||
| SHW - SHERWIN WILLIAMS CO | Reduce 100% | 0.00% | $0.00 | ||||
| WFC - WELLS FARGO CO NEW | Reduce 100% | 0.00% | $0.00 | ||||
| TT - INGERSOLL-RAND PLC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| TT - INGERSOLL-RAND PLC | Reduce 100% | 0.00% | $0.00 | ||||