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HALBERT HARGROVE GLOBAL ADVISORS, LLC 13F Holdings
Holdings from the most recent 13F from HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed: 2020-08-10 (Q2 2020) | Holdings: 122 | Value: $680.7M | 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 |
| NTSX - WISDOMTREE TR | Add 103% ($80.5M) | 23.32% | $158.7M | +56.36% | +4.43% | +27.88% | |
| IWB - ISHARES TR | Add 4443% ($94.2M) | 14.16% | $96.4M | +90.09% | +6.92% | +35.11% | |
| SHV - ISHARES TR | Reduce 1% $(631.0K) | 12.53% | $85.3M | +13.55% | -0.01% | -0.06% | |
| IVV - ISHARES TR | Add 194% ($41.7M) | 9.29% | $63.2M | +94.13% | +6.30% | +33.78% | |
| EEM - ISHARES TR | Add 3% ($1.8M) | 8.37% | $57.0M | +21.27% | +8.47% | +19.93% | |
| IEFA - ISHARES TR | Add 4% ($2.1M) | 7.50% | $51.1M | +55.11% | +6.81% | +28.66% | |
| IEF - ISHARES TR | New Purchase | 3.85% | $26.2M | -12.71% | -1.85% | -3.57% | |
| IWC - ISHARES TR | Add 12% ($2.0M) | 2.78% | $18.9M | +36.23% | +6.14% | +51.64% | |
| IWM - ISHARES TR | Add 23% ($3.3M) | 2.63% | $17.9M | +41.63% | +8.80% | +41.90% | |
| SCZ - ISHARES TR | Add 3% ($379.2K) | 2.22% | $15.1M | +39.59% | +8.40% | +34.23% | |
| AGG - ISHARES TR | Reduce 83% $(68.7M) | 2.06% | $14.0M | -5.21% | -1.17% | -1.20% | |
| IFGL - ISHARES TR | Add 79% ($3.8M) | 1.26% | $8.6M | +6.08% | +8.16% | +26.27% | |
| USRT - ISHARES TR | Add 75% ($3.5M) | 1.21% | $8.2M | +39.23% | +2.71% | +33.90% | |
| PBP - INVESCO EXCHANGE TRADED FD T | Add 4% ($255.1K) | 0.93% | $6.3M | +50.50% | +5.70% | +22.48% | |
| MUB - ISHARES TR | Reduce 89% $(45.0M) | 0.78% | $5.3M | +0.01% | -0.52% | +2.04% | |
| MINT - PIMCO ETF TR | Reduce 5% $(279.9K) | 0.72% | $4.9M | +14.24% | +0.25% | +0.59% | |
| AAPL - APPLE INC | Add 13% ($464.4K) | 0.60% | $4.1M | +84.85% | +6.90% | +31.11% | |
| MSFT - MICROSOFT CORP | Add 3% ($105.2K) | 0.51% | $3.4M | +148.03% | +4.79% | +39.86% | |
| EFA - ISHARES TR | Add 29% ($462.1K) | 0.30% | $2.1M | +56.22% | +6.78% | +27.68% | |
| AMZN - AMAZON COM INC | Add 2% ($33.1K) | 0.29% | $2.0M | +36.19% | +0.78% | +5.75% | |
| IWV - ISHARES TR | 0.25% | $1.7M | +86.89% | +7.06% | +35.46% | ||
| ESGU - ISHARES TR | Add 46% ($384.1K) | 0.18% | $1.2M | +86.00% | +6.92% | +35.09% | |
| META - FACEBOOK INC | Add 52% ($406.7K) | 0.17% | $1.2M | +173.87% | +6.26% | +38.35% | |
| UPS - UNITED PARCEL SERVICE INC | 0.17% | $1.2M | -25.73% | +4.38% | +22.61% | ||
| ESGV - VANGUARD WORLD FD | Add 5% ($52.6K) | 0.16% | $1.1M | +85.55% | +7.50% | +35.86% | |
| AAPL - APPLE INC | PUT | New Purchase | 0.15% | $1.0M | |||
| SUSC - ISHARES TR | Reduce 16% $(185.1K) | 0.14% | $957.0K | -3.91% | -1.04% | +0.29% | |
| MSFT - MICROSOFT CORP | PUT | New Purchase | 0.13% | $875.0K | |||
| GOOGL - ALPHABET INC | Reduce 1% $(11.3K) | 0.12% | $805.0K | +129.86% | +16.95% | +82.44% | |
| UNH - UNITEDHEALTH GROUP INC | Add 5% ($39.5K) | 0.12% | $784.0K | +0.93% | +9.36% | +28.16% | |
| TT - TRANE TECHNOLOGIES PLC | 0.10% | $658.0K | +281.01% | +19.40% | +63.20% | ||
| V - VISA INC | Add 4% ($22.6K) | 0.09% | $612.0K | +80.85% | +7.68% | +19.54% | |
| MMM - 3M CO | Reduce 3% $(18.9K) | 0.09% | $595.0K | +30.59% | +4.03% | +26.96% | |
| GOOG - ALPHABET INC | Add 4% ($19.8K) | 0.08% | $536.0K | +131.18% | +17.44% | +84.52% | |
| JPM - JPMORGAN CHASE & CO | Reduce 7% $(37.6K) | 0.08% | $533.0K | +211.28% | +11.54% | +59.58% | |
| HD - HOME DEPOT INC | Add 7% ($34.1K) | 0.08% | $523.0K | +46.98% | +0.55% | +24.08% | |
| MA - MASTERCARD INCORPORATED | Add 6% ($29.6K) | 0.07% | $509.0K | +73.73% | +2.39% | +12.61% | |
| PG - PROCTER AND GAMBLE CO | Reduce 4% $(20.6K) | 0.07% | $500.0K | +33.07% | +6.40% | +8.82% | |
| ESGE - ISHARES INC | Reduce 8% $(38.1K) | 0.07% | $463.0K | +22.84% | +8.87% | +21.61% | |
| SDG - ISHARES TR | Reduce 8% $(38.6K) | 0.06% | $437.0K | +8.11% | +12.86% | +32.12% | |
| DES - WISDOMTREE TR | Add 8% ($33.1K) | 0.06% | $437.0K | +53.39% | +4.65% | +41.28% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 2% $(9.8K) | 0.06% | $435.0K | +126.42% | +5.88% | +35.64% | |
| JNJ - JOHNSON & JOHNSON | Add 1% ($3.4K) | 0.06% | $429.0K | +17.68% | -0.24% | +19.60% | |
| NVDA - NVIDIA CORPORATION | Reduce 11% $(55.1K) | 0.06% | $428.0K | +1298.07% | +21.21% | +78.10% | |
| INTC - INTEL CORP | Reduce 1% $(3.4K) | 0.06% | $427.0K | -50.16% | -5.93% | +11.95% | |
| VSGX - VANGUARD WORLD FD | Add 5% ($20.4K) | 0.06% | $418.0K | +42.18% | +7.62% | +26.27% | |
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 6% $(25.4K) | 0.06% | $406.0K | +1.57% | +18.29% | +31.52% | |
| SPY - SPDR S&P 500 ETF TR | New Purchase | 0.06% | $396.0K | +93.57% | +6.31% | +33.71% | |
| DGS - WISDOMTREE TR | Reduce 10% $(43.2K) | 0.06% | $396.0K | +57.04% | +6.26% | +33.09% | |
| ADBE - ADOBE INC | New Purchase | 0.06% | $395.0K | -11.97% | +6.24% | +42.20% | |
| T - AT&T INC | Reduce 100% | 0.00% | $0.00 | ||||
| PEP - PEPSICO INC | Reduce 100% | 0.00% | $0.00 | ||||
| BIL - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||
| UNH - UNITEDHEALTH GROUP INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| VZ - VERIZON COMMUNICATIONS INC | Reduce 100% | 0.00% | $0.00 | ||||