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HALBERT HARGROVE GLOBAL ADVISORS, LLC 13F Holdings
Holdings from the most recent 13F from HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed: 2022-10-24 (Q3 2022) | Holdings: 222 | 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 | Add 2% ($3.0M) | 14.00% | $181.2M | +66.90% | +6.20% | +12.09% | |
| NTSX - WISDOMTREE TR | Add 1% ($1.5M) | 12.12% | $156.9M | +58.91% | +8.21% | +7.18% | |
| LDUR - PIMCO ETF TR | Add 2% ($2.8M) | 9.36% | $121.1M | +14.28% | +1.65% | +3.24% | |
| BIL - SPDR SER TR | 8.42% | $109.0M | +13.41% | +0.93% | +4.67% | ||
| SHV - ISHARES TR | 7.60% | $98.4M | +13.44% | +1.01% | +4.68% | ||
| IEFA - ISHARES TR | Reduce 3% $(2.8M) | 6.89% | $89.2M | +62.48% | +23.19% | +15.48% | |
| IEMG - ISHARES INC | Add 12% ($8.3M) | 6.20% | $80.2M | +54.61% | +24.70% | +12.24% | |
| IWM - ISHARES TR | Add 2% ($1.3M) | 4.54% | $58.7M | +26.61% | +8.49% | -4.18% | |
| AOR - ISHARES TR | Add 4% ($2.1M) | 4.06% | $52.5M | +42.45% | +10.53% | +8.08% | |
| EEM - ISHARES TR | Reduce 8% $(4.7M) | 3.91% | $50.7M | +52.13% | +25.79% | +10.63% | |
| NTSI - WISDOMTREE TR | Add 7% ($2.6M) | 3.24% | $42.0M | +52.61% | +24.57% | +11.94% | |
| SCZ - ISHARES TR | Add 1% ($213.4K) | 2.24% | $29.0M | +53.31% | +22.62% | +7.07% | |
| IWC - ISHARES TR | Reduce 2% $(507.3K) | 1.57% | $20.4M | +21.07% | +9.21% | -13.10% | |
| NTSE - WISDOMTREE TR | Reduce 4% $(861.3K) | 1.56% | $20.3M | +52.51% | +29.75% | +9.72% | |
| LRGF - ISHARES TR | Add 77% ($6.1M) | 1.08% | $13.9M | +70.47% | +6.84% | +11.78% | |
| USRT - ISHARES TR | Add 1% ($105.7K) | 1.06% | $13.7M | +29.28% | +13.68% | -2.77% | |
| AAPL - APPLE INC | 0.94% | $12.1M | +36.26% | -5.33% | +14.67% | ||
| IFGL - ISHARES TR | Reduce 14% $(1.6M) | 0.73% | $9.5M | +30.88% | +21.81% | -2.17% | |
| VEA - VANGUARD TAX-MANAGED FDS | Add 30% ($2.1M) | 0.72% | $9.3M | +61.28% | +22.21% | +14.44% | |
| INTF - ISHARES TR | Add 103% ($3.9M) | 0.60% | $7.7M | +67.52% | +22.21% | +16.66% | |
| MINT - PIMCO ETF TR | Add 8% ($526.4K) | 0.58% | $7.5M | +16.11% | +1.75% | +6.18% | |
| IWV - ISHARES TR | 0.54% | $6.9M | +63.19% | +6.35% | +10.36% | ||
| MSFT - MICROSOFT CORP | Add 1% ($54.7K) | 0.44% | $5.7M | +103.71% | -2.42% | +39.11% | |
| ABNB - AIRBNB INC | Add 22% ($970.5K) | 0.42% | $5.4M | +12.39% | -9.47% | +2.71% | |
| ABNB - AIRBNB INC | PUT | Add 155% ($3.2M) | 0.41% | $5.3M | |||
| VONE - VANGUARD SCOTTSDALE FDS | Reduce 48% $(4.6M) | 0.39% | $5.0M | +65.93% | +6.27% | +11.33% | |
| ESGU - ISHARES TR | Reduce 2% $(70.4K) | 0.28% | $3.6M | +64.17% | +6.20% | +10.66% | |
| IWB - ISHARES TR | Add 17% ($465.8K) | 0.25% | $3.3M | +65.88% | +6.45% | +11.50% | |
| AMZN - AMAZON COM INC | Add 2% ($54.5K) | 0.23% | $2.9M | +77.18% | -18.78% | +1.45% | |
| AAPL - APPLE INC | PUT | 0.22% | $2.8M | ||||
| JPIB - J P MORGAN EXCHANGE TRADED F | Add 6% ($148.5K) | 0.20% | $2.6M | +23.59% | +7.81% | +6.43% | |
| CBOE - CBOE GLOBAL MKTS INC | Reduce 1% $(33.3K) | 0.20% | $2.6M | +94.62% | +0.12% | +34.38% | |
| VNQI - VANGUARD INTL EQUITY INDEX F | New Purchase | 0.19% | $2.5M | +35.82% | +21.34% | +0.43% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.16% | $2.0M | +68.38% | +8.01% | +16.67% | ||
| SUSB - ISHARES TR | Reduce 16% $(351.9K) | 0.14% | $1.8M | +17.73% | +3.87% | +4.01% | |
| VTWO - VANGUARD SCOTTSDALE FDS | Reduce 9% $(185.0K) | 0.14% | $1.8M | +27.15% | +8.47% | -4.01% | |
| MSFT - MICROSOFT CORP | PUT | 0.12% | $1.6M | ||||
| GOOGL - ALPHABET INC | Add 1919% ($1.5M) | 0.12% | $1.5M | +66.86% | -7.46% | +22.07% | |
| EFA - ISHARES TR | Reduce 9% $(127.8K) | 0.11% | $1.4M | +62.79% | +23.19% | +16.42% | |
| VSS - VANGUARD INTL EQUITY INDEX F | Add 38% ($365.1K) | 0.10% | $1.3M | +52.19% | +20.32% | +9.21% | |
| LLY - LILLY ELI & CO | 0.10% | $1.3M | +133.94% | +1.21% | +71.07% | ||
| GOOG - ALPHABET INC | Add 1818% ($1.1M) | 0.09% | $1.2M | +67.00% | -6.36% | +22.62% | |
| TSLA - TESLA INC | Add 212% ($807.7K) | 0.09% | $1.2M | +55.90% | -31.26% | +1.10% | |
| TT - TRANE TECHNOLOGIES PLC | Add 1% ($9.8K) | 0.08% | $1.1M | +201.10% | +18.99% | +27.51% | |
| UNH - UNITEDHEALTH GROUP INC | Add 3% ($27.8K) | 0.08% | $1.1M | -41.26% | -8.14% | +0.04% | |
| TT - TRANE TECHNOLOGIES PLC | PUT | New Purchase | 0.08% | $1.0M | |||
| V - VISA INC | Reduce 1% $(14.0K) | 0.08% | $1.0M | +84.74% | +18.09% | +25.09% | |
| ZION - ZIONS BANCORPORATION N A | 0.08% | $999.0K | +17.20% | +9.90% | -35.06% | ||
| JNJ - JOHNSON & JOHNSON | Reduce 3% $(30.0K) | 0.07% | $952.0K | -2.67% | +0.26% | -8.37% | |
| ESGV - VANGUARD WORLD FD | New Purchase | 0.07% | $897.0K | +68.86% | +6.28% | +12.53% | |
| ESGE - ISHARES INC | Reduce 100% | 0.00% | $0.00 | ||||
| ESGD - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| WBA - WALGREENS BOOTS ALLIANCE INC | Reduce 100% | 0.00% | $0.00 | ||||