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HALBERT HARGROVE GLOBAL ADVISORS, LLC 13F Holdings
Holdings from the most recent 13F from HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed: 2020-11-10 (Q3 2020) | Holdings: 131 | Value: $1.0B | 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 32% ($55.9M) | 21.96% | $228.7M | +49.56% | +9.94% | +27.18% | |
| IVV - ISHARES TR | Add 123% ($84.6M) | 14.71% | $153.2M | +82.76% | +10.15% | +32.11% | |
| IEFA - ISHARES TR | Add 89% ($47.9M) | 9.77% | $101.7M | +45.38% | +11.34% | +20.43% | |
| IWB - ISHARES TR | Reduce 4% $(4.2M) | 9.68% | $100.8M | +77.84% | +12.14% | +32.42% | |
| EFA - ISHARES TR | Add 3759% ($80.8M) | 7.97% | $83.0M | +46.50% | +10.67% | +19.65% | |
| IEMG - ISHARES INC | New Purchase | 7.05% | $73.4M | +19.94% | +22.68% | +13.67% | |
| EEM - ISHARES TR | Reduce 1% $(363.6K) | 6.00% | $62.4M | +12.70% | +22.49% | +10.48% | |
| IWM - ISHARES TR | Add 185% ($34.6M) | 5.12% | $53.3M | +29.64% | +31.15% | +39.35% | |
| SCZ - ISHARES TR | Add 119% ($19.8M) | 3.50% | $36.4M | +28.96% | +15.60% | +23.29% | |
| IEF - ISHARES TR | Add 4% ($1.0M) | 2.61% | $27.2M | -10.93% | -0.73% | -3.35% | |
| IWC - ISHARES TR | Reduce 2% $(394.4K) | 1.84% | $19.2M | +28.13% | +46.77% | +51.80% | |
| AGG - ISHARES TR | Add 2% ($220.5K) | 1.37% | $14.2M | -4.03% | +0.26% | -0.56% | |
| IFGL - ISHARES TR | Add 13% ($1.1M) | 0.96% | $10.0M | -1.36% | +4.60% | +14.05% | |
| USRT - ISHARES TR | Add 14% ($1.2M) | 0.91% | $9.4M | +35.04% | +8.11% | +37.96% | |
| AAPL - APPLE INC | Add 482% ($6.3M) | 0.73% | $7.6M | +76.31% | +15.48% | +26.96% | |
| MINT - PIMCO ETF TR | Add 23% ($1.1M) | 0.58% | $6.0M | +13.94% | +0.28% | +0.21% | |
| MUB - ISHARES TR | Reduce 2% $(100.6K) | 0.50% | $5.2M | +0.53% | +2.14% | +2.05% | |
| MSFT - MICROSOFT CORP | Add 2% ($79.5K) | 0.35% | $3.6M | +141.33% | +15.42% | +57.95% | |
| AMZN - AMAZON COM INC | Add 59% ($1.3M) | 0.34% | $3.6M | +38.48% | +6.54% | +13.41% | |
| ESGU - ISHARES TR | Add 96% ($1.3M) | 0.25% | $2.6M | +74.15% | +11.84% | +32.31% | |
| IWV - ISHARES TR | 0.18% | $1.9M | +74.55% | +13.12% | +32.72% | ||
| META - FACEBOOK INC | Add 11% ($149.0K) | 0.15% | $1.5M | +160.57% | -1.13% | +19.84% | |
| ESGD - ISHARES TR | New Purchase | 0.12% | $1.3M | +45.24% | +10.57% | +20.16% | |
| JPST - J P MORGAN EXCHANGE-TRADED F | New Purchase | 0.12% | $1.3M | +15.29% | +0.28% | +0.35% | |
| SHOP - SHOPIFY INC | New Purchase | 0.12% | $1.2M | +25.98% | +61.87% | +64.86% | |
| ESGV - VANGUARD WORLD FD | 0.12% | $1.2M | +72.69% | +12.97% | +33.16% | ||
| SUSC - ISHARES TR | Add 27% ($261.7K) | 0.12% | $1.2M | -2.73% | +1.14% | +1.33% | |
| GOOGL - ALPHABET INC | Add 21% ($173.0K) | 0.10% | $1.0M | +96.41% | +19.47% | +66.74% | |
| MSFT - MICROSOFT CORP | PUT | 0.09% | $904.0K | ||||
| TT - TRANE TECHNOLOGIES PLC | 0.09% | $898.0K | +221.75% | +6.80% | +34.90% | ||
| V - VISA INC | Add 35% ($219.1K) | 0.08% | $853.0K | +68.36% | -0.41% | -0.07% | |
| UNH - UNITEDHEALTH GROUP INC | Add 2% ($13.1K) | 0.08% | $841.0K | -8.86% | -6.15% | +30.27% | |
| NFLX - NETFLIX INC | New Purchase | 0.08% | $805.0K | +164.03% | +15.44% | +36.14% | |
| LRGF - ISHARES TR | New Purchase | 0.07% | $745.0K | +88.48% | +12.49% | +28.50% | |
| ESGE - ISHARES INC | Add 40% ($205.4K) | 0.07% | $719.0K | +13.77% | +22.89% | +11.90% | |
| GOOG - ALPHABET INC | Add 28% ($157.4K) | 0.07% | $715.0K | +97.15% | +19.77% | +67.71% | |
| SDG - ISHARES TR | Add 25% ($130.0K) | 0.06% | $646.0K | -3.80% | +16.54% | +12.46% | |
| PG - PROCTER AND GAMBLE CO | Add 6% ($37.0K) | 0.06% | $618.0K | +25.26% | -8.99% | +5.80% | |
| MMM - 3M CO | Reduce 1% $(3.2K) | 0.06% | $608.0K | +24.41% | +5.56% | +8.96% | |
| MA - MASTERCARD INCORPORATED | Add 3% ($14.9K) | 0.06% | $597.0K | +67.15% | +1.75% | +5.53% | |
| NVDA - NVIDIA CORPORATION | Reduce 2% $(14.6K) | 0.06% | $596.0K | +1085.65% | +16.86% | +133.05% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 14% ($74.1K) | 0.06% | $593.0K | +112.78% | +4.93% | +24.57% | |
| CVX - CHEVRON CORP NEW | New Purchase | 0.06% | $585.0K | +109.05% | +11.03% | +43.30% | |
| HD - HOME DEPOT INC | Reduce 2% $(9.2K) | 0.05% | $571.0K | +46.41% | +0.45% | +35.51% | |
| COST - COSTCO WHSL CORP NEW | New Purchase | 0.05% | $568.0K | +188.62% | -2.04% | +43.26% | |
| JPM - JPMORGAN CHASE & CO | Add 1% ($7.1K) | 0.05% | $552.0K | +174.04% | +20.00% | +46.99% | |
| JNJ - JOHNSON & JOHNSON | Add 12% ($56.5K) | 0.05% | $511.0K | +16.88% | +12.10% | +12.11% | |
| TMO - THERMO FISHER SCIENTIFIC INC | 0.05% | $497.0K | -11.96% | +4.71% | +34.05% | ||
| TSLA - TESLA INC | New Purchase | 0.05% | $485.0K | +135.96% | +94.90% | +155.38% | |
| INTF - ISHARES TR | New Purchase | 0.05% | $472.0K | +54.75% | +10.94% | +20.20% | |
| ADBE - ADOBE INC | Reduce 100% | 0.00% | $0.00 | ||||
| AAPL - APPLE INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| INTC - INTEL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| PBP - INVESCO EXCHANGE TRADED FD T | Reduce 100% | 0.00% | $0.00 | ||||
| SHV - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| SPY - SPDR S&P 500 ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| UPS - UNITED PARCEL SERVICE INC | Reduce 100% | 0.00% | $0.00 | ||||
| VSGX - VANGUARD WORLD FD | Reduce 100% | 0.00% | $0.00 | ||||
| DGS - WISDOMTREE TR | Reduce 100% | 0.00% | $0.00 | ||||
| DES - WISDOMTREE TR | Reduce 100% | 0.00% | $0.00 | ||||