10,000+ stock pitches from top investors available on joinyellowbrick.com
HALBERT HARGROVE GLOBAL ADVISORS, LLC 13F Holdings
Holdings from the most recent 13F from HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed: 2021-10-29 (Q3 2021) | Holdings: 176 | 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.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| NTSX - WISDOMTREE TR | Reduce 2% $(4.2M) | 18.45% | $265.5M | +18.49% | -3.78% | -23.75% | |
| IVV - ISHARES TR | Reduce 5% $(10.8M) | 14.75% | $212.2M | +39.41% | -1.93% | -14.84% | |
| IEFA - ISHARES TR | Reduce 7% $(10.0M) | 8.75% | $125.9M | +20.54% | -5.17% | -24.68% | |
| IWB - ISHARES TR | Reduce 5% $(6.7M) | 8.55% | $123.0M | +35.13% | -3.48% | -16.76% | |
| EFA - ISHARES TR | Reduce 5% $(5.8M) | 7.05% | $101.5M | +22.43% | -4.51% | -23.65% | |
| IEMG - ISHARES INC | Add 13% ($11.5M) | 6.88% | $99.1M | +7.57% | -2.41% | -29.83% | |
| SWAN - AMPLIFY ETF TR | 6.15% | $88.5M | -2.75% | -3.92% | -26.62% | ||
| IWM - ISHARES TR | Reduce 3% $(2.1M) | 5.39% | $77.6M | -2.91% | -11.95% | -19.00% | |
| EEM - ISHARES TR | 4.80% | $69.0M | +3.96% | -2.60% | -31.24% | ||
| SCZ - ISHARES TR | Reduce 6% $(2.7M) | 2.96% | $42.6M | +3.78% | -8.70% | -30.97% | |
| IEF - ISHARES TR | Add 8% ($2.8M) | 2.61% | $37.5M | -7.71% | -1.28% | -16.17% | |
| IWC - ISHARES TR | Reduce 3% $(878.0K) | 1.99% | $28.6M | -11.70% | -14.95% | -22.84% | |
| USRT - ISHARES TR | Reduce 2% $(340.1K) | 1.11% | $15.9M | -0.56% | +0.26% | -18.88% | |
| IFGL - ISHARES TR | Add 2% ($328.1K) | 1.04% | $15.0M | -13.84% | -4.70% | -32.21% | |
| AAPL - APPLE INC | Reduce 16% $(2.5M) | 0.89% | $12.9M | +38.04% | +17.49% | +3.50% | |
| BOND - PIMCO ETF TR | Add 4% ($535.8K) | 0.88% | $12.7M | -2.88% | -1.86% | -17.36% | |
| IWV - ISHARES TR | Reduce 5% $(651.1K) | 0.84% | $12.1M | +32.65% | -4.05% | -16.90% | |
| MSFT - MICROSOFT CORP | 0.48% | $7.0M | +53.28% | -5.98% | -29.36% | ||
| MINT - PIMCO ETF TR | Reduce 1% $(67.1K) | 0.44% | $6.3M | +13.69% | -0.27% | -2.13% | |
| ESGU - ISHARES TR | Add 5% ($264.4K) | 0.38% | $5.5M | +32.26% | -3.74% | -17.70% | |
| AMZN - AMAZON COM INC | Add 1% ($29.6K) | 0.28% | $4.1M | +26.12% | -11.02% | -39.06% | |
| LRGF - ISHARES TR | Add 8% ($208.9K) | 0.20% | $2.9M | +48.68% | -1.65% | -10.72% | |
| CBOE - CBOE GLOBAL MKTS INC | 0.19% | $2.7M | +82.35% | -10.65% | -4.95% | ||
| META - FACEBOOK INC | Add 3% ($65.2K) | 0.16% | $2.3M | +118.55% | -3.92% | -71.43% | |
| GOOGL - ALPHABET INC | Reduce 1% $(21.4K) | 0.15% | $2.1M | +15.98% | -8.61% | -36.16% | |
| ESGD - ISHARES TR | Reduce 4% $(78.6K) | 0.14% | $2.1M | +20.78% | -4.80% | -24.50% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.14% | $2.1M | +68.79% | +8.67% | +2.44% | |
| JPIB - J P MORGAN EXCHANGE-TRADED F | Add 17% ($268.8K) | 0.13% | $1.9M | +10.79% | -0.68% | -9.31% | |
| SHOP - SHOPIFY INC | 0.11% | $1.6M | -22.26% | -34.19% | -76.64% | ||
| INTF - ISHARES TR | Reduce 17% $(325.3K) | 0.11% | $1.6M | +30.00% | -3.27% | -21.30% | |
| GOOG - ALPHABET INC | Add 1% ($16.0K) | 0.11% | $1.5M | +16.43% | -8.41% | -36.11% | |
| SUSC - ISHARES TR | Add 4% ($47.8K) | 0.09% | $1.3M | -3.66% | -3.00% | -19.50% | |
| TT - TRANE TECHNOLOGIES PLC | 0.09% | $1.3M | +148.02% | -4.29% | -10.53% | ||
| ESGE - ISHARES INC | Add 27% ($272.4K) | 0.09% | $1.3M | +3.62% | -2.59% | -32.84% | |
| V - VISA INC | Add 1% ($9.4K) | 0.09% | $1.3M | +66.34% | +6.13% | -2.28% | |
| WBA - WALGREENS BOOTS ALLIANCE INC | 0.09% | $1.2M | -70.59% | +6.67% | -19.09% | ||
| AGG - ISHARES TR | Reduce 95% $(22.1M) | 0.09% | $1.2M | -3.34% | -1.83% | -15.33% | |
| ZION - ZIONS BANCORPORATION N A | New Purchase | 0.08% | $1.2M | -9.78% | +7.34% | -16.21% | |
| DBX - DROPBOX INC | 0.08% | $1.2M | -5.56% | -18.10% | -28.03% | ||
| JPM - JPMORGAN CHASE & CO | Add 2% ($28.7K) | 0.08% | $1.2M | +81.63% | -13.11% | -24.52% | |
| JNJ - JOHNSON & JOHNSON | Add 2% ($19.4K) | 0.08% | $1.1M | +4.19% | +6.29% | +9.44% | |
| NFLX - NETFLIX INC | Add 1% ($11.6K) | 0.07% | $1.0M | +85.07% | -38.01% | -57.64% | |
| DES - WISDOMTREE TR | 0.07% | $1.0M | +8.72% | -0.29% | -5.92% | ||
| TSLA - TESLA INC | New Purchase | 0.07% | $994.0K | -14.18% | -18.19% | -40.38% | |
| SUSB - ISHARES TR | Add 6% ($50.5K) | 0.06% | $928.0K | +8.24% | -1.37% | -7.90% | |
| SDG - ISHARES TR | Add 2% ($15.6K) | 0.06% | $923.0K | -15.90% | -9.55% | -23.91% | |
| NVDA - NVIDIA CORPORATION | Add 303% ($690.8K) | 0.06% | $919.0K | +502.79% | -4.52% | -47.34% | |
| ESGV - VANGUARD WORLD FD | New Purchase | 0.06% | $882.0K | +30.71% | -4.95% | -21.07% | |
| HD - HOME DEPOT INC | New Purchase | 0.06% | $845.0K | +6.48% | -1.21% | -18.77% | |
| AAPL - APPLE INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| MSFT - MICROSOFT CORP | PUT | Reduce 100% | 0.00% | $0.00 | |||
| NTRA - NATERA INC | Reduce 100% | 0.00% | $0.00 | ||||
| VNQ - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||