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HALBERT HARGROVE GLOBAL ADVISORS, LLC 13F Holdings
Holdings from the most recent 13F from HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed: 2021-07-29 (Q2 2021) | Holdings: 197 | Value: $1.5B | 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 | 17.66% | $269.0M | +22.36% | +3.58% | -11.97% | ||
| IVV - ISHARES TR | Add 4% ($8.8M) | 14.60% | $222.5M | +47.04% | +5.43% | -4.84% | |
| IEFA - ISHARES TR | Add 3% ($4.1M) | 8.99% | $137.0M | +22.47% | +1.99% | -14.68% | |
| IWB - ISHARES TR | Add 1% ($1.3M) | 8.53% | $129.9M | +42.35% | +5.30% | -7.15% | |
| EFA - ISHARES TR | Add 3% ($2.9M) | 7.12% | $108.5M | +24.52% | +2.11% | -13.84% | |
| IEMG - ISHARES INC | Add 2% ($1.7M) | 6.24% | $95.0M | +6.53% | -0.17% | -20.19% | |
| SWAN - AMPLIFY ETF TR | Reduce 3% $(2.9M) | 5.82% | $88.6M | -1.54% | +1.59% | -14.55% | |
| IWM - ISHARES TR | 5.48% | $83.6M | +0.73% | +5.87% | -14.65% | ||
| EEM - ISHARES TR | Reduce 1% $(831.5K) | 4.96% | $75.6M | +2.83% | -0.25% | -21.19% | |
| SCZ - ISHARES TR | 2.96% | $45.2M | +5.36% | +1.69% | -19.83% | ||
| IEF - ISHARES TR | Add 5% ($1.5M) | 2.29% | $34.8M | -10.10% | -2.32% | -9.00% | |
| IWC - ISHARES TR | Reduce 1% $(392.9K) | 2.05% | $31.2M | -9.11% | +5.14% | -20.04% | |
| AGG - ISHARES TR | Add 175% ($14.9M) | 1.54% | $23.5M | -4.60% | -1.10% | -8.60% | |
| USRT - ISHARES TR | Reduce 3% $(468.6K) | 1.06% | $16.2M | +3.39% | +4.28% | -3.35% | |
| IFGL - ISHARES TR | 1.01% | $15.4M | -15.55% | -1.75% | -18.03% | ||
| AAPL - APPLE INC | Add 6% ($854.5K) | 0.98% | $14.9M | +42.65% | +3.33% | +12.50% | |
| IWV - ISHARES TR | Reduce 1% $(136.7K) | 0.84% | $12.8M | +39.59% | +5.33% | -7.64% | |
| BOND - PIMCO ETF TR | Add 6% ($676.4K) | 0.80% | $12.2M | -3.98% | -1.04% | -10.21% | |
| MSFT - MICROSOFT CORP | 0.44% | $6.7M | +78.45% | +15.72% | -1.71% | ||
| MINT - PIMCO ETF TR | Reduce 15% $(1.1M) | 0.42% | $6.3M | +13.56% | -0.11% | -2.00% | |
| ESGU - ISHARES TR | Add 24% ($1.0M) | 0.34% | $5.2M | +39.33% | +5.32% | -7.78% | |
| AAPL - APPLE INC | PUT | 0.30% | $4.5M | ||||
| AMZN - AMAZON COM INC | Add 1% ($44.7K) | 0.28% | $4.2M | +26.64% | -0.89% | -19.12% | |
| LRGF - ISHARES TR | Add 6% ($156.8K) | 0.18% | $2.8M | +53.20% | +3.32% | -3.48% | |
| CBOE - CBOE GLOBAL MKTS INC | New Purchase | 0.17% | $2.6M | +109.30% | +15.23% | +1.69% | |
| MSFT - MICROSOFT CORP | PUT | Reduce 7% $(189.6K) | 0.16% | $2.5M | |||
| META - FACEBOOK INC | Add 2% ($40.7K) | 0.15% | $2.3M | +101.29% | -6.79% | -54.82% | |
| VNQ - VANGUARD INDEX FDS | New Purchase | 0.15% | $2.2M | -3.09% | +3.67% | -5.15% | |
| ESGD - ISHARES TR | Add 23% ($405.2K) | 0.14% | $2.2M | +23.30% | +2.49% | -13.99% | |
| INTF - ISHARES TR | Add 10% ($185.7K) | 0.13% | $2.0M | +27.89% | -1.19% | -14.22% | |
| GOOGL - ALPHABET INC | Add 1% ($17.1K) | 0.13% | $2.0M | +27.15% | +6.27% | -14.94% | |
| SHOP - SHOPIFY INC | 0.12% | $1.8M | -24.07% | +1.84% | -75.71% | ||
| JPIB - J P MORGAN EXCHANGE-TRADED F | Add 28% ($354.9K) | 0.11% | $1.6M | +9.86% | -0.86% | -7.07% | |
| GOOG - ALPHABET INC | Reduce 2% $(22.6K) | 0.09% | $1.4M | +27.30% | +6.10% | -14.78% | |
| WBA - WALGREENS BOOTS ALLIANCE INC | 0.09% | $1.4M | -70.20% | +1.78% | -11.47% | ||
| TT - TRANE TECHNOLOGIES PLC | 0.09% | $1.4M | +123.87% | -9.79% | -26.43% | ||
| V - VISA INC | Add 15% ($174.7K) | 0.09% | $1.3M | +43.85% | -13.94% | -13.93% | |
| SUSC - ISHARES TR | Reduce 30% $(538.9K) | 0.08% | $1.3M | -5.10% | -1.19% | -12.34% | |
| DBX - DROPBOX INC | 0.08% | $1.2M | -9.65% | -3.58% | -27.64% | ||
| JNJ - JOHNSON & JOHNSON | Add 2% ($20.7K) | 0.07% | $1.1M | -0.89% | -4.96% | +3.37% | |
| JPM - JPMORGAN CHASE & CO | Add 12% ($118.8K) | 0.07% | $1.1M | +106.03% | +11.96% | -23.01% | |
| ESGE - ISHARES INC | Add 17% ($161.7K) | 0.07% | $1.1M | +2.57% | -0.21% | -22.73% | |
| DES - WISDOMTREE TR | 0.07% | $1.1M | +11.19% | +4.31% | -0.55% | ||
| NTRA - NATERA INC | 0.07% | $1.0M | +47.24% | +6.74% | -57.16% | ||
| SDG - ISHARES TR | Add 15% ($119.5K) | 0.06% | $939.0K | -16.19% | +0.02% | -12.75% | |
| NVDA - NVIDIA CORPORATION | New Purchase | 0.06% | $881.0K | +696.36% | +33.03% | -4.97% | |
| SUSB - ISHARES TR | New Purchase | 0.06% | $880.0K | +7.29% | -0.84% | -5.11% | |
| NFLX - NETFLIX INC | Add 2% ($14.3K) | 0.06% | $880.0K | +148.74% | +32.86% | -55.88% | |
| CVX - CHEVRON CORP NEW | Reduce 100% | 0.00% | $0.00 | ||||
| EMGF - ISHARES INC | Reduce 100% | 0.00% | $0.00 | ||||
| NTRA - NATERA INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| TSLA - TESLA INC | Reduce 100% | 0.00% | $0.00 | ||||
| ESGV - VANGUARD WORLD FD | Reduce 100% | 0.00% | $0.00 | ||||