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HALBERT HARGROVE GLOBAL ADVISORS, LLC 13F Holdings
Holdings from the most recent 13F from HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed: 2022-05-13 (Q1 2022) | Holdings: 206 | 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 |
| IVV - ISHARES TR | 14.90% | $225.8M | +59.35% | +7.67% | +5.00% | ||
| NTSX - WISDOMTREE TR | Reduce 5% $(10.7M) | 13.99% | $212.1M | +44.91% | +7.52% | +1.50% | |
| IEFA - ISHARES TR | Reduce 2% $(2.2M) | 7.81% | $118.3M | +44.91% | +1.88% | +12.58% | |
| IWB - ISHARES TR | Reduce 9% $(11.1M) | 7.58% | $114.8M | +58.09% | +7.96% | +4.47% | |
| BOND - PIMCO ETF TR | Add 7% ($6.3M) | 6.68% | $101.2M | +8.24% | +0.56% | -1.44% | |
| SHV - ISHARES TR | Add 1% ($1.3M) | 6.52% | $98.9M | +13.83% | +0.09% | +2.72% | |
| IEMG - ISHARES INC | Add 2% ($1.9M) | 6.08% | $92.1M | +32.37% | +2.28% | +0.69% | |
| IWM - ISHARES TR | Reduce 1% $(885.3K) | 4.75% | $72.0M | +24.78% | +13.58% | +0.09% | |
| EEM - ISHARES TR | Add 3% ($2.1M) | 4.53% | $68.7M | +29.71% | +2.53% | +0.02% | |
| NTSI - WISDOMTREE TR | Reduce 8% $(4.6M) | 3.56% | $54.0M | +31.53% | +1.41% | +9.44% | |
| AOR - ISHARES TR | New Purchase | 3.27% | $49.6M | +32.05% | +3.52% | +3.44% | |
| SCZ - ISHARES TR | Add 2% ($769.9K) | 2.60% | $39.3M | +31.92% | +1.67% | +5.31% | |
| NTSE - WISDOMTREE TR | Add 11% ($2.6M) | 1.72% | $26.1M | +25.24% | +2.33% | -0.40% | |
| IWC - ISHARES TR | Reduce 1% $(333.4K) | 1.68% | $25.5M | +18.70% | +15.41% | -5.10% | |
| LDUR - PIMCO ETF TR | New Purchase | 1.48% | $22.4M | +11.59% | -1.05% | +0.42% | |
| USRT - ISHARES TR | Add 3% ($567.8K) | 1.26% | $19.0M | +8.88% | +5.77% | -8.71% | |
| IFGL - ISHARES TR | Add 6% ($877.4K) | 1.08% | $16.3M | +1.74% | -0.72% | -11.42% | |
| AAPL - APPLE INC | Reduce 1% $(82.6K) | 1.01% | $15.4M | +40.70% | +19.16% | +18.93% | |
| IWV - ISHARES TR | Add 117% ($4.7M) | 0.57% | $8.7M | +55.79% | +8.05% | +3.98% | |
| VEA - VANGUARD TAX-MANAGED INTL FD | New Purchase | 0.54% | $8.2M | +43.22% | +1.48% | +10.55% | |
| MSFT - MICROSOFT CORP | Add 7% ($469.6K) | 0.50% | $7.6M | +94.62% | +13.16% | +20.21% | |
| MINT - PIMCO ETF TR | Add 4% ($285.5K) | 0.46% | $6.9M | +15.62% | -0.10% | +2.72% | |
| VONE - VANGUARD SCOTTSDALE FDS | New Purchase | 0.41% | $6.2M | +58.14% | +7.78% | +4.37% | |
| ESGU - ISHARES TR | Add 10% ($534.5K) | 0.40% | $6.0M | +55.41% | +7.61% | +3.49% | |
| AMZN - AMAZON COM INC | Add 3% ($114.1K) | 0.26% | $4.0M | +87.44% | +26.60% | -1.68% | |
| LRGF - ISHARES TR | Reduce 11% $(478.1K) | 0.25% | $3.8M | +63.07% | +7.48% | +4.12% | |
| AAPL - APPLE INC | PUT | 0.24% | $3.6M | ||||
| EFA - ISHARES TR | Reduce 14% $(576.4K) | 0.23% | $3.5M | +45.76% | +1.71% | +13.41% | |
| SWAN - AMPLIFY ETF TR | Reduce 90% $(24.8M) | 0.19% | $2.8M | +18.09% | +2.48% | -6.65% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.18% | $2.7M | +56.70% | -2.40% | +4.27% | ||
| MSFT - MICROSOFT CORP | PUT | Add 14% ($308.2K) | 0.17% | $2.6M | |||
| GOOG - ALPHABET INC | Add 67% ($1.0M) | 0.17% | $2.5M | +49.51% | +6.50% | +1.37% | |
| CBOE - CBOE GLOBAL MKTS INC | 0.17% | $2.5M | +119.42% | +9.19% | +28.72% | ||
| JPIB - J P MORGAN EXCHANGE-TRADED F | Add 15% ($337.9K) | 0.17% | $2.5M | +18.39% | +0.47% | +4.52% | |
| GOOGL - ALPHABET INC | 0.14% | $2.2M | +49.37% | +6.20% | +1.35% | ||
| INTF - ISHARES TR | Reduce 54% $(2.0M) | 0.11% | $1.7M | +47.93% | -0.02% | +10.23% | |
| TSLA - TESLA INC | Add 3% ($45.3K) | 0.10% | $1.5M | +28.09% | +20.96% | -34.95% | |
| ABNB - AIRBNB INC | New Purchase | 0.09% | $1.4M | +7.17% | +4.17% | -12.58% | |
| META - META PLATFORMS INC | Reduce 2% $(28.9K) | 0.09% | $1.4M | +261.62% | -8.20% | +21.22% | |
| SUSC - ISHARES TR | Reduce 2% $(21.5K) | 0.09% | $1.3M | +10.75% | +2.05% | -0.19% | |
| ZION - ZIONS BANCORPORATION N A | 0.09% | $1.3M | +5.94% | +10.31% | -53.17% | ||
| V - VISA INC | Add 7% ($83.6K) | 0.08% | $1.3M | +79.02% | +9.87% | +18.92% | |
| NVDA - NVIDIA CORPORATION | Add 5% ($63.6K) | 0.08% | $1.2M | +782.78% | +8.72% | +65.52% | |
| ESGE - ISHARES INC | Add 13% ($140.5K) | 0.08% | $1.2M | +30.20% | +1.21% | -1.52% | |
| WBA - WALGREENS BOOTS ALLIANCE INC | Add 1% ($10.3K) | 0.08% | $1.2M | -68.90% | -4.87% | -24.31% | |
| VTWO - VANGUARD SCOTTSDALE FDS | New Purchase | 0.08% | $1.2M | +25.47% | +13.62% | +0.23% | |
| ABNB - AIRBNB INC | PUT | New Purchase | 0.08% | $1.2M | |||
| ESGD - ISHARES TR | Add 6% ($68.5K) | 0.08% | $1.1M | +44.88% | +1.89% | +13.36% | |
| TT - TRANE TECHNOLOGIES PLC | 0.07% | $1.1M | +226.02% | +21.30% | +32.28% | ||
| JNJ - JOHNSON & JOHNSON | Reduce 6% $(73.0K) | 0.07% | $1.1M | -5.11% | -5.48% | -7.34% | |
| IEF - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| JPM - JPMORGAN CHASE & CO | Reduce 100% | 0.00% | $0.00 | ||||
| SHOP - SHOPIFY INC | Reduce 100% | 0.00% | $0.00 | ||||
| MMM - 3M CO | Reduce 100% | 0.00% | $0.00 | ||||
| TWLO - TWILIO INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| TWLO - TWILIO INC | Reduce 100% | 0.00% | $0.00 | ||||
| DES - WISDOMTREE TR | Reduce 100% | 0.00% | $0.00 | ||||