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HALBERT HARGROVE GLOBAL ADVISORS, LLC 13F Holdings
Holdings from the most recent 13F from HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed: 2022-08-05 (Q2 2022) | Holdings: 183 | Value: $1.3B | 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 | 13.97% | $188.4M | +52.84% | -8.14% | +10.35% | ||
| NTSX - WISDOMTREE TR | Reduce 3% $(5.2M) | 12.55% | $169.3M | +38.85% | -12.81% | +3.30% | |
| LDUR - PIMCO ETF TR | Add 445% ($98.0M) | 8.89% | $120.0M | +12.68% | -1.90% | +1.46% | |
| BIL - SPDR SER TR | New Purchase | 8.09% | $109.1M | +13.94% | +0.60% | +3.98% | |
| IEFA - ISHARES TR | Add 3% ($2.6M) | 7.61% | $102.7M | +44.00% | -7.49% | +12.66% | |
| SHV - ISHARES TR | 7.31% | $98.6M | +13.80% | +0.41% | +3.83% | ||
| IEMG - ISHARES INC | Add 1% ($763.2K) | 6.09% | $82.1M | +31.79% | -9.22% | +4.93% | |
| EEM - ISHARES TR | Add 4% ($2.6M) | 4.71% | $63.6M | +28.81% | -9.74% | +3.21% | |
| IWM - ISHARES TR | Reduce 1% $(426.3K) | 4.37% | $59.0M | +14.96% | -6.11% | +2.77% | |
| AOR - ISHARES TR | Add 22% ($9.9M) | 4.00% | $54.0M | +29.78% | -7.48% | +5.08% | |
| NTSI - WISDOMTREE TR | Reduce 1% $(543.3K) | 3.32% | $44.8M | +31.21% | -10.85% | +7.48% | |
| SCZ - ISHARES TR | 2.39% | $32.3M | +32.15% | -9.85% | +5.78% | ||
| NTSE - WISDOMTREE TR | Add 10% ($2.3M) | 1.85% | $25.0M | +24.08% | -14.14% | +0.25% | |
| IWC - ISHARES TR | Add 2% ($451.1K) | 1.56% | $21.0M | +7.57% | -7.57% | -5.67% | |
| USRT - ISHARES TR | Reduce 3% $(447.5K) | 1.13% | $15.3M | +7.64% | -13.58% | -5.64% | |
| IFGL - ISHARES TR | Reduce 3% $(433.3K) | 0.97% | $13.0M | +4.79% | -15.71% | -11.04% | |
| AAPL - APPLE INC | 0.89% | $12.0M | +22.92% | -16.36% | +7.99% | ||
| VONE - VANGUARD SCOTTSDALE FDS | Add 99% ($5.1M) | 0.75% | $10.2M | +51.68% | -8.43% | +9.80% | |
| LRGF - ISHARES TR | Add 152% ($4.9M) | 0.61% | $8.2M | +56.75% | -7.38% | +10.15% | |
| VEA - VANGUARD TAX-MANAGED INTL FD | Add 15% ($1.1M) | 0.60% | $8.1M | +43.14% | -7.19% | +11.76% | |
| IWV - ISHARES TR | Add 2% ($118.7K) | 0.54% | $7.3M | +49.18% | -8.23% | +9.37% | |
| MINT - PIMCO ETF TR | Add 2% ($127.7K) | 0.52% | $7.0M | +15.92% | -0.22% | +4.60% | |
| MSFT - MICROSOFT CORP | Reduce 1% $(40.1K) | 0.47% | $6.3M | +77.70% | -19.61% | +17.34% | |
| INTF - ISHARES TR | Add 194% ($2.8M) | 0.32% | $4.3M | +49.70% | -6.85% | +13.79% | |
| ESGU - ISHARES TR | Reduce 23% $(1.1M) | 0.29% | $3.9M | +49.31% | -8.78% | +8.89% | |
| ABNB - AIRBNB INC | Add 422% ($3.1M) | 0.28% | $3.8M | +9.75% | -19.21% | +21.20% | |
| IWB - ISHARES TR | Reduce 97% $(92.4M) | 0.22% | $3.0M | +51.44% | -8.37% | +9.91% | |
| AAPL - APPLE INC | PUT | New Purchase | 0.21% | $2.8M | |||
| AMZN - AMAZON COM INC | Add 1983% ($2.6M) | 0.20% | $2.7M | +49.24% | -36.27% | +0.12% | |
| CBOE - CBOE GLOBAL MKTS INC | 0.19% | $2.5M | +97.65% | +5.36% | +22.47% | ||
| JPIB - J P MORGAN EXCHANGE TRADED F | Add 8% ($178.2K) | 0.19% | $2.5M | +17.99% | -3.20% | +3.73% | |
| SUSB - ISHARES TR | New Purchase | 0.16% | $2.2M | +13.72% | -3.36% | +1.33% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 2% ($34.7K) | 0.15% | $2.1M | +64.89% | -1.59% | +22.96% | |
| VTWO - VANGUARD SCOTTSDALE FDS | Add 110% ($1.1M) | 0.15% | $2.0M | +15.51% | -6.02% | +2.95% | |
| MSFT - MICROSOFT CORP | PUT | New Purchase | 0.13% | $1.8M | |||
| ABNB - AIRBNB INC | PUT | New Purchase | 0.13% | $1.7M | |||
| GOOGL - ALPHABET INC | Add 1% ($17.4K) | 0.13% | $1.7M | +45.03% | -25.26% | +11.10% | |
| EFA - ISHARES TR | Reduce 44% $(1.3M) | 0.12% | $1.7M | +45.13% | -7.00% | +13.54% | |
| GOOG - ALPHABET INC | Reduce 29% $(586.4K) | 0.10% | $1.4M | +44.82% | -25.58% | +10.76% | |
| LLY - LILLY ELI & CO | New Purchase | 0.09% | $1.3M | +170.51% | +21.82% | +52.84% | |
| V - VISA INC | 0.08% | $1.1M | +64.12% | -6.87% | +13.10% | ||
| ESGE - ISHARES INC | 0.08% | $1.1M | +31.05% | -10.33% | +3.66% | ||
| JNJ - JOHNSON & JOHNSON | Reduce 5% $(57.0K) | 0.08% | $1.1M | -2.66% | +1.66% | +3.90% | |
| VSS - VANGUARD INTL EQUITY INDEX F | New Purchase | 0.08% | $1.1M | +31.99% | -8.77% | +6.85% | |
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 0.08% | $1.0M | -41.31% | +1.26% | -4.08% | |
| ZION - ZIONS BANCORPORATION N A | 0.07% | $1.0M | +3.91% | -7.27% | -26.74% | ||
| WBA - WALGREENS BOOTS ALLIANCE INC | Reduce 1% $(8.5K) | 0.07% | $997.0K | -65.74% | -0.37% | -19.72% | |
| ESGD - ISHARES TR | 0.07% | $976.0K | +44.14% | -7.36% | +13.42% | ||
| TSLA - TESLA INC | Add 6% ($57.9K) | 0.07% | $966.0K | +11.03% | -33.19% | -14.76% | |
| TT - TRANE TECHNOLOGIES PLC | 0.07% | $963.0K | +185.55% | +8.13% | +36.12% | ||
| ABNB - AIRBNB INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| SWAN - AMPLIFY ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| AAPL - APPLE INC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| META - META PLATFORMS INC | Reduce 100% | 0.00% | $0.00 | ||||
| SUSC - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| MSFT - MICROSOFT CORP | PUT | Reduce 100% | 0.00% | $0.00 | |||
| NVDA - NVIDIA CORPORATION | Reduce 100% | 0.00% | $0.00 | ||||
| BOND - PIMCO ETF TR | Reduce 100% | 0.00% | $0.00 | ||||