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HALBERT HARGROVE GLOBAL ADVISORS, LLC 13F Holdings
Holdings from the most recent 13F from HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed: 2021-02-04 (Q4 2020) | Holdings: 160 | Value: $1.3B | 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 | Reduce 5% $(12.7M) | 18.09% | $238.7M | +36.97% | +3.75% | +9.60% | |
| IVV - ISHARES TR | Add 8% ($13.0M) | 13.95% | $184.2M | +67.00% | +7.44% | +16.82% | |
| IEFA - ISHARES TR | Add 5% ($5.4M) | 9.25% | $122.0M | +32.82% | +5.97% | +5.00% | |
| IWB - ISHARES TR | Reduce 1% $(1.5M) | 8.53% | $112.6M | +60.13% | +6.51% | +13.61% | |
| EFA - ISHARES TR | Add 3% ($2.4M) | 7.39% | $97.5M | +34.64% | +5.70% | +5.55% | |
| IEMG - ISHARES INC | Add 1% ($1.0M) | 6.61% | $87.2M | +0.74% | -3.13% | -8.95% | |
| SWAN - AMPLIFY ETF TR | New Purchase | 6.53% | $86.2M | +5.48% | +1.42% | +2.78% | |
| EEM - ISHARES TR | Reduce 1% $(918.9K) | 5.48% | $72.3M | -5.13% | -4.27% | -11.63% | |
| IWM - ISHARES TR | Add 3% ($2.3M) | 5.47% | $72.2M | +1.39% | +0.85% | -8.91% | |
| SCZ - ISHARES TR | 3.19% | $42.1M | +13.57% | +5.89% | +0.03% | ||
| IEF - ISHARES TR | Add 20% ($5.5M) | 2.44% | $32.2M | -10.17% | -2.91% | -4.96% | |
| IWC - ISHARES TR | 1.91% | $25.3M | -9.53% | -0.55% | -13.03% | ||
| AAPL - APPLE INC | Add 70% ($6.0M) | 1.11% | $14.7M | +50.21% | -6.73% | +25.72% | |
| AGG - ISHARES TR | Add 1% ($127.1K) | 1.09% | $14.4M | -4.34% | -1.50% | -3.68% | |
| IFGL - ISHARES TR | Add 15% ($1.7M) | 0.99% | $13.0M | -4.65% | +7.18% | +4.12% | |
| USRT - ISHARES TR | Add 22% ($2.3M) | 0.96% | $12.7M | +27.47% | +10.46% | +26.42% | |
| IWV - ISHARES TR | Add 433% ($9.2M) | 0.86% | $11.3M | +55.81% | +6.14% | +11.95% | |
| MINT - PIMCO ETF TR | Add 70% ($4.2M) | 0.78% | $10.3M | +13.66% | -0.03% | -0.43% | |
| AAPL - APPLE INC | PUT | New Purchase | 0.44% | $5.8M | |||
| MSFT - MICROSOFT CORP | Add 23% ($897.4K) | 0.36% | $4.8M | +111.05% | +1.98% | +25.28% | |
| MUB - ISHARES TR | Reduce 16% $(865.9K) | 0.34% | $4.4M | -1.29% | -0.34% | -1.51% | |
| AMZN - AMAZON COM INC | Add 6% ($224.8K) | 0.30% | $3.9M | +27.74% | -1.46% | -4.83% | |
| ESGU - ISHARES TR | Add 12% ($340.7K) | 0.25% | $3.3M | +57.23% | +6.37% | +13.50% | |
| META - FACEBOOK INC | Add 9% ($140.9K) | 0.13% | $1.7M | +167.08% | +18.07% | -15.70% | |
| MSFT - MICROSOFT CORP | PUT | Add 60% ($578.4K) | 0.12% | $1.5M | |||
| ESGD - ISHARES TR | 0.11% | $1.5M | +33.66% | +5.98% | +5.81% | ||
| LRGF - ISHARES TR | Add 74% ($627.3K) | 0.11% | $1.5M | +70.97% | +7.75% | +12.73% | |
| GOOGL - ALPHABET INC | Add 15% ($175.3K) | 0.10% | $1.4M | +66.74% | +12.39% | +35.18% | |
| SHOP - SHOPIFY INC | 0.10% | $1.4M | -9.72% | -11.19% | -31.28% | ||
| SUSC - ISHARES TR | Add 8% ($105.6K) | 0.10% | $1.4M | -3.80% | -1.86% | -4.30% | |
| TT - TRANE TECHNOLOGIES PLC | 0.08% | $1.1M | +207.72% | +21.46% | +7.68% | ||
| V - VISA INC | Add 13% ($122.2K) | 0.08% | $1.1M | +69.86% | +9.33% | +8.85% | |
| JNJ - JOHNSON & JOHNSON | Add 91% ($492.1K) | 0.08% | $1.0M | +5.02% | +1.97% | +6.38% | |
| GOOG - ALPHABET INC | Add 16% ($138.4K) | 0.08% | $990.0K | +66.68% | +13.85% | +34.24% | |
| INTF - ISHARES TR | Add 87% ($458.6K) | 0.07% | $987.0K | +41.74% | +8.61% | +6.25% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 3% $(24.9K) | 0.07% | $922.0K | -2.61% | +24.65% | +47.69% | |
| DES - WISDOMTREE TR | New Purchase | 0.07% | $882.0K | +23.41% | +13.75% | +12.14% | |
| NFLX - NETFLIX INC | 0.07% | $872.0K | +130.91% | -10.17% | -27.19% | ||
| TSLA - TESLA INC | Add 4% ($35.3K) | 0.06% | $833.0K | +16.29% | -20.60% | +7.38% | |
| ESGE - ISHARES INC | Reduce 6% $(51.5K) | 0.06% | $796.0K | -4.47% | -4.12% | -10.72% | |
| ESGV - VANGUARD WORLD FD | Reduce 44% $(609.3K) | 0.06% | $780.0K | +54.41% | +5.22% | +11.01% | |
| JPM - JPMORGAN CHASE & CO | Add 1% ($4.2K) | 0.06% | $733.0K | +128.16% | +13.67% | +12.44% | |
| SDG - ISHARES TR | Reduce 4% $(27.1K) | 0.05% | $722.0K | -16.26% | -0.68% | -10.45% | |
| CVX - CHEVRON CORP NEW | Add 3% ($18.8K) | 0.05% | $705.0K | +92.64% | +22.86% | +62.12% | |
| MMM - 3M CO | 0.05% | $664.0K | +18.58% | +14.36% | -6.37% | ||
| JPIB - J P MORGAN EXCHANGE-TRADED F | New Purchase | 0.05% | $649.0K | +10.12% | -0.51% | -2.33% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 2% $(11.1K) | 0.05% | $634.0K | +105.17% | +19.32% | +33.56% | |
| HD - HOME DEPOT INC | Add 15% ($81.5K) | 0.05% | $627.0K | +44.07% | +19.21% | +30.16% | |
| MA - MASTERCARD INCORPORATED | Reduce 1% $(5.7K) | 0.05% | $624.0K | +64.45% | +7.90% | +10.36% | |
| COST - COSTCO WHSL CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| JPST - J P MORGAN EXCHANGE-TRADED F | Reduce 100% | 0.00% | $0.00 | ||||
| NVDA - NVIDIA CORPORATION | Reduce 100% | 0.00% | $0.00 | ||||
| PG - PROCTER AND GAMBLE CO | Reduce 100% | 0.00% | $0.00 | ||||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 100% | 0.00% | $0.00 | ||||