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HALBERT HARGROVE GLOBAL ADVISORS, LLC 13F Holdings
Holdings from the most recent 13F from HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed: 2021-05-06 (Q1 2021) | Holdings: 179 | Value: $1.4B | 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 1% ($3.0M) | 17.72% | $246.5M | +45.90% | +6.47% | -11.48% | |
| IVV - ISHARES TR | Add 1% ($2.6M) | 14.22% | $197.7M | +73.37% | +5.67% | -3.86% | |
| IEFA - ISHARES TR | 9.19% | $127.9M | +36.89% | +2.04% | -16.19% | ||
| IWB - ISHARES TR | 8.55% | $118.9M | +67.39% | +5.62% | -6.36% | ||
| EFA - ISHARES TR | 7.30% | $101.6M | +39.00% | +2.16% | -15.35% | ||
| IEMG - ISHARES INC | Reduce 1% $(836.9K) | 6.45% | $89.7M | +14.96% | -2.94% | -23.45% | |
| SWAN - AMPLIFY ETF TR | Add 2% ($1.4M) | 6.14% | $85.4M | +12.27% | +4.50% | -13.38% | |
| IWM - ISHARES TR | Reduce 1% $(1.1M) | 5.77% | $80.3M | +20.60% | -0.07% | -20.70% | |
| EEM - ISHARES TR | Reduce 1% $(694.4K) | 5.31% | $73.9M | +10.35% | -3.90% | -25.60% | |
| SCZ - ISHARES TR | Reduce 1% $(316.1K) | 3.16% | $44.0M | +17.13% | +1.27% | -21.05% | |
| IEF - ISHARES TR | Add 7% ($2.2M) | 2.34% | $32.6M | -5.10% | +2.00% | -10.34% | |
| IWC - ISHARES TR | Reduce 3% $(878.2K) | 2.19% | $30.4M | +19.73% | +1.19% | -23.90% | |
| USRT - ISHARES TR | Add 9% ($1.2M) | 1.08% | $15.0M | +18.09% | +10.27% | +3.83% | |
| IFGL - ISHARES TR | Add 9% ($1.2M) | 1.04% | $14.4M | -9.20% | +4.46% | -15.93% | |
| AAPL - APPLE INC | Reduce 8% $(1.0M) | 0.90% | $12.5M | +117.77% | +11.81% | +16.87% | |
| IWV - ISHARES TR | 0.86% | $12.0M | +64.22% | +5.34% | -7.19% | ||
| BOND - PIMCO ETF TR | New Purchase | 0.82% | $11.4M | +1.45% | +1.26% | -10.11% | |
| AGG - ISHARES TR | Reduce 39% $(5.4M) | 0.61% | $8.4M | -0.15% | +1.06% | -9.57% | |
| MINT - PIMCO ETF TR | Reduce 27% $(2.8M) | 0.54% | $7.4M | +16.32% | +0.13% | -1.65% | |
| MSFT - MICROSOFT CORP | Add 15% ($776.8K) | 0.42% | $5.8M | +97.33% | +14.61% | +5.78% | |
| AAPL - APPLE INC | PUT | Reduce 24% $(1.3M) | 0.29% | $4.0M | |||
| ESGU - ISHARES TR | Add 12% ($398.2K) | 0.28% | $3.9M | +64.81% | +6.01% | -6.71% | |
| AMZN - AMAZON COM INC | Add 2% ($58.8K) | 0.27% | $3.8M | +36.30% | +0.69% | -34.45% | |
| LRGF - ISHARES TR | Add 57% ($904.5K) | 0.18% | $2.5M | +74.77% | +3.73% | -4.31% | |
| MSFT - MICROSOFT CORP | PUT | Add 43% ($707.3K) | 0.17% | $2.3M | |||
| META - FACEBOOK INC | Add 2% ($32.7K) | 0.14% | $1.9M | +101.07% | +12.17% | -39.14% | |
| SUSC - ISHARES TR | Add 38% ($486.3K) | 0.13% | $1.8M | +0.98% | +1.94% | -12.49% | |
| INTF - ISHARES TR | Add 66% ($690.1K) | 0.12% | $1.7M | +45.69% | +1.03% | -13.83% | |
| ESGD - ISHARES TR | Add 9% ($143.7K) | 0.12% | $1.7M | +36.86% | +2.11% | -15.63% | |
| GOOGL - ALPHABET INC | Add 1% ($16.5K) | 0.12% | $1.6M | +163.66% | +15.84% | -4.81% | |
| WBA - WALGREENS BOOTS ALLIANCE INC | New Purchase | 0.10% | $1.4M | -12.21% | -16.43% | ||
| SHOP - SHOPIFY INC | 0.10% | $1.3M | +46.83% | +38.61% | -69.59% | ||
| JPIB - J P MORGAN EXCHANGE-TRADED F | Add 97% ($621.8K) | 0.09% | $1.3M | +13.81% | +0.89% | -6.77% | |
| TT - TRANE TECHNOLOGIES PLC | 0.09% | $1.2M | +129.74% | +7.37% | -24.72% | ||
| GOOG - ALPHABET INC | Add 3% ($39.3K) | 0.09% | $1.2M | +160.71% | +15.00% | -5.76% | |
| JNJ - JOHNSON & JOHNSON | Add 1% ($14.8K) | 0.08% | $1.1M | +44.00% | +3.86% | +8.04% | |
| DBX - DROPBOX INC | New Purchase | 0.08% | $1.1M | +12.87% | +29.29% | -18.37% | |
| V - VISA INC | Add 1% ($13.8K) | 0.07% | $1.0M | +54.99% | +3.45% | -16.42% | |
| DES - WISDOMTREE TR | 0.07% | $1.0M | +20.15% | -3.15% | -7.52% | ||
| JPM - JPMORGAN CHASE & CO | Add 8% ($74.0K) | 0.07% | $952.0K | +127.68% | +0.65% | -20.52% | |
| NTRA - NATERA INC | New Purchase | 0.07% | $916.0K | +129.31% | +13.52% | -70.55% | |
| NTRA - NATERA INC | PUT | New Purchase | 0.07% | $914.0K | |||
| ESGE - ISHARES INC | Add 8% ($65.4K) | 0.06% | $887.0K | +11.02% | -2.95% | -25.49% | |
| CVX - CHEVRON CORP NEW | 0.06% | $879.0K | +69.23% | -6.12% | +54.50% | ||
| NFLX - NETFLIX INC | Add 2% ($13.6K) | 0.06% | $855.0K | +88.64% | +3.04% | -65.70% | |
| EMGF - ISHARES INC | New Purchase | 0.06% | $830.0K | +25.86% | -1.50% | -16.14% | |
| ESGV - VANGUARD WORLD FD | 0.06% | $822.0K | +63.60% | +6.34% | -9.50% | ||
| TSLA - TESLA INC | Add 1% ($5.3K) | 0.06% | $794.0K | +106.80% | +7.20% | +18.22% | |
| SDG - ISHARES TR | Add 7% ($48.2K) | 0.06% | $782.0K | -5.84% | +1.55% | -17.18% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 100% | 0.00% | $0.00 | ||||
| HD - HOME DEPOT INC | Reduce 100% | 0.00% | $0.00 | ||||
| MUB - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| MA - MASTERCARD INCORPORATED | Reduce 100% | 0.00% | $0.00 | ||||
| MMM - 3M CO | Reduce 100% | 0.00% | $0.00 | ||||
| UNH - UNITEDHEALTH GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||