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HALBERT HARGROVE GLOBAL ADVISORS, LLC 13F Holdings
Holdings from the most recent 13F from HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed: 2022-02-14 (Q4 2021) | Holdings: 221 | Value: $1.6B | 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 16% $(45.2M) | 15.50% | $243.7M | +26.52% | -12.64% | -12.49% | |
| IVV - ISHARES TR | Add 1% ($2.6M) | 15.10% | $237.4M | +44.12% | -9.56% | -5.18% | |
| IWB - ISHARES TR | Reduce 1% $(1.4M) | 8.47% | $133.1M | +41.70% | -10.40% | -5.72% | |
| IEFA - ISHARES TR | Add 2% ($2.8M) | 8.23% | $129.3M | +26.55% | -12.25% | -4.87% | |
| BOND - PIMCO ETF TR | Add 710% ($89.4M) | 6.49% | $102.0M | +0.86% | -6.71% | -9.15% | |
| SHV - ISHARES TR | New Purchase | 6.22% | $97.7M | +13.84% | +0.02% | +1.57% | |
| IEMG - ISHARES INC | Add 1% ($1.2M) | 6.18% | $97.2M | +9.87% | -16.73% | -15.16% | |
| IWM - ISHARES TR | 5.03% | $79.0M | +9.44% | -12.43% | -2.72% | ||
| EEM - ISHARES TR | Add 8% ($5.1M) | 4.58% | $72.1M | +6.33% | -17.74% | -16.24% | |
| NTSI - WISDOMTREE TR | New Purchase | 4.09% | $64.3M | +13.28% | -13.61% | -9.35% | |
| SCZ - ISHARES TR | Add 2% ($661.2K) | 2.70% | $42.5M | +13.23% | -13.89% | -10.68% | |
| SWAN - AMPLIFY ETF TR | Reduce 66% $(58.8M) | 1.94% | $30.4M | +4.31% | -11.60% | -18.33% | |
| IWC - ISHARES TR | Add 1% ($274.2K) | 1.78% | $28.0M | +2.61% | -13.37% | -5.41% | |
| NTSE - WISDOMTREE TR | New Purchase | 1.70% | $26.7M | -1.88% | -21.97% | -21.36% | |
| USRT - ISHARES TR | Add 5% ($931.9K) | 1.23% | $19.3M | +2.20% | -6.26% | -7.78% | |
| IFGL - ISHARES TR | Add 6% ($898.7K) | 1.03% | $16.2M | -8.39% | -9.55% | -17.83% | |
| AAPL - APPLE INC | Reduce 3% $(439.1K) | 1.00% | $15.7M | +19.96% | -14.75% | -8.60% | |
| IEF - ISHARES TR | Reduce 78% $(29.3M) | 0.52% | $8.2M | -4.47% | -6.07% | -10.60% | |
| MSFT - MICROSOFT CORP | Reduce 7% $(543.2K) | 0.49% | $7.8M | +68.99% | -12.66% | -9.16% | |
| MINT - PIMCO ETF TR | Add 7% ($459.1K) | 0.43% | $6.7M | +14.39% | -1.04% | +0.56% | |
| ESGU - ISHARES TR | Reduce 2% $(129.8K) | 0.37% | $5.9M | +39.21% | -10.75% | -6.80% | |
| LRGF - ISHARES TR | Add 38% ($1.2M) | 0.29% | $4.5M | +52.36% | -6.57% | -0.80% | |
| EFA - ISHARES TR | Reduce 96% $(98.0M) | 0.28% | $4.4M | +27.77% | -11.87% | -3.97% | |
| IWV - ISHARES TR | Reduce 68% $(9.0M) | 0.27% | $4.2M | +39.85% | -10.44% | -5.52% | |
| AMZN - AMAZON COM INC | Reduce 5% $(203.4K) | 0.25% | $3.9M | +34.51% | -29.69% | -35.81% | |
| INTF - ISHARES TR | Add 141% ($2.2M) | 0.24% | $3.8M | +32.27% | -10.34% | -3.80% | |
| AAPL - APPLE INC | PUT | New Purchase | 0.23% | $3.7M | |||
| CBOE - CBOE GLOBAL MKTS INC | 0.18% | $2.9M | +99.67% | -9.43% | +7.88% | ||
| MSFT - MICROSOFT CORP | PUT | New Purchase | 0.16% | $2.5M | |||
| GOOGL - ALPHABET INC | Reduce 1% $(17.4K) | 0.15% | $2.3M | +24.81% | -16.81% | -29.53% | |
| JPIB - J P MORGAN EXCHANGE-TRADED F | Add 22% ($411.0K) | 0.14% | $2.3M | +12.99% | -4.65% | -1.60% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 1% $(20.6K) | 0.14% | $2.2M | +53.55% | -2.32% | -2.21% | |
| META - META PLATFORMS INC | Reduce 5% $(114.0K) | 0.14% | $2.1M | +223.20% | -9.27% | -19.64% | |
| SHOP - SHOPIFY INC | 0.11% | $1.7M | +31.75% | -58.36% | -38.24% | ||
| GOOG - ALPHABET INC | Reduce 6% $(104.2K) | 0.10% | $1.6M | +25.49% | -16.50% | -29.37% | |
| TWLO - TWILIO INC | New Purchase | 0.10% | $1.5M | -39.91% | -50.01% | -66.88% | |
| TT - TRANE TECHNOLOGIES PLC | 0.10% | $1.5M | +191.25% | -11.70% | +23.66% | ||
| TWLO - TWILIO INC | PUT | New Purchase | 0.09% | $1.5M | |||
| SUSC - ISHARES TR | Add 11% ($150.1K) | 0.09% | $1.5M | +2.12% | -7.87% | -9.06% | |
| TSLA - TESLA INC | Add 2% ($25.4K) | 0.09% | $1.4M | +9.18% | -19.51% | -28.59% | |
| WBA - WALGREENS BOOTS ALLIANCE INC | 0.09% | $1.4M | -71.20% | -6.39% | -18.74% | ||
| NVDA - NVIDIA CORPORATION | Reduce 2% $(26.5K) | 0.08% | $1.3M | +519.63% | -30.79% | -8.67% | |
| ZION - ZIONS BANCORPORATION N A | 0.08% | $1.2M | -22.31% | -27.49% | -26.35% | ||
| ESGE - ISHARES INC | Reduce 3% $(41.7K) | 0.07% | $1.2M | +5.85% | -18.48% | -18.12% | |
| ESGD - ISHARES TR | Reduce 44% $(931.1K) | 0.07% | $1.2M | +26.61% | -12.27% | -4.34% | |
| JNJ - JOHNSON & JOHNSON | Reduce 2% $(24.6K) | 0.07% | $1.2M | +1.66% | +7.88% | -1.55% | |
| V - VISA INC | Reduce 6% $(76.5K) | 0.07% | $1.2M | +55.73% | -12.80% | +1.52% | |
| MMM - 3M CO | New Purchase | 0.07% | $1.1M | +28.60% | -4.26% | -24.61% | |
| DES - WISDOMTREE TR | Add 1% ($14.0K) | 0.07% | $1.1M | +9.15% | -5.77% | +2.83% | |
| JPM - JPMORGAN CHASE & CO | Reduce 4% $(47.2K) | 0.07% | $1.1M | +101.03% | -22.89% | -3.86% | |
| DBX - DROPBOX INC | Reduce 100% | 0.00% | $0.00 | ||||
| HD - HOME DEPOT INC | Reduce 100% | 0.00% | $0.00 | ||||
| AGG - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| SUSB - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| SDG - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| NFLX - NETFLIX INC | Reduce 100% | 0.00% | $0.00 | ||||
| ESGV - VANGUARD WORLD FD | Reduce 100% | 0.00% | $0.00 | ||||