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HALBERT HARGROVE GLOBAL ADVISORS, LLC 13F Holdings
Holdings from the most recent 13F from HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed: 2023-01-25 (Q4 2022) | Holdings: 248 | 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.
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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 | 13.93% | $195.0M | +56.06% | +0.70% | +22.87% | ||
| NTSX - WISDOMTREE TR | Add 16% ($26.2M) | 13.77% | $192.7M | +45.96% | +0.55% | +17.24% | |
| LDUR - PIMCO ETF TR | Reduce 10% $(12.1M) | 7.75% | $108.5M | +12.39% | +0.89% | +4.60% | |
| BIL - SPDR SER TR | 7.74% | $108.3M | +12.31% | +1.11% | +5.09% | ||
| IEFA - ISHARES TR | Add 1% ($738.2K) | 7.51% | $105.1M | +31.73% | +0.92% | +7.35% | |
| EFA - ISHARES TR | Add 5862% ($94.3M) | 6.86% | $95.9M | +32.04% | +1.39% | +7.87% | |
| IEMG - ISHARES INC | Reduce 1% $(1.2M) | 6.15% | $86.0M | +23.08% | -8.32% | -3.07% | |
| NTSI - WISDOMTREE TR | Add 63% ($30.7M) | 5.70% | $79.8M | +23.22% | +1.90% | +4.91% | |
| IWM - ISHARES TR | Add 2% ($1.4M) | 4.54% | $63.5M | +15.75% | -8.97% | +5.25% | |
| EEM - ISHARES TR | Add 13% ($7.2M) | 4.45% | $62.2M | +19.97% | -9.50% | -5.90% | |
| NTSE - WISDOMTREE TR | Add 51% ($11.4M) | 2.41% | $33.7M | +16.99% | -9.04% | -7.44% | |
| SCZ - ISHARES TR | 2.40% | $33.5M | +24.62% | -2.73% | +1.46% | ||
| IWC - ISHARES TR | Add 2% ($339.8K) | 1.54% | $21.6M | +10.01% | -14.31% | -2.33% | |
| VUSB - VANGUARD BD INDEX FDS | New Purchase | 1.06% | $14.9M | +13.60% | +1.04% | +5.34% | |
| LRGF - ISHARES TR | Reduce 6% $(973.6K) | 1.00% | $14.0M | +58.36% | -0.62% | +22.41% | |
| USRT - ISHARES TR | Reduce 8% $(1.1M) | 0.94% | $13.2M | +13.02% | -7.55% | +1.96% | |
| VEA - VANGUARD TAX-MANAGED FDS | Add 9% ($970.4K) | 0.84% | $11.7M | +31.71% | +0.18% | +6.87% | |
| AAPL - APPLE INC | Reduce 4% $(476.5K) | 0.78% | $10.9M | +42.61% | +14.56% | +35.15% | |
| INTF - ISHARES TR | Add 13% ($1.2M) | 0.73% | $10.3M | +36.67% | +0.49% | +9.27% | |
| VONE - VANGUARD SCOTTSDALE FDS | Add 82% ($4.4M) | 0.70% | $9.8M | +54.91% | -0.03% | +22.32% | |
| IFGL - ISHARES TR | Reduce 25% $(2.6M) | 0.56% | $7.9M | +7.55% | -6.54% | -6.83% | |
| IWV - ISHARES TR | 0.53% | $7.4M | +52.49% | -0.37% | +21.38% | ||
| MINT - PIMCO ETF TR | Reduce 6% $(483.7K) | 0.50% | $7.0M | +14.08% | +0.99% | +6.00% | |
| ABNB - AIRBNB INC | Add 37% ($1.6M) | 0.43% | $6.1M | +21.98% | +6.94% | +40.75% | |
| ABNB - AIRBNB INC | PUT | Add 38% ($1.6M) | 0.42% | $5.9M | |||
| MSFT - MICROSOFT CORP | Reduce 3% $(201.9K) | 0.41% | $5.7M | +106.15% | +21.53% | +67.25% | |
| VNQI - VANGUARD INTL EQUITY INDEX F | Add 68% ($1.8M) | 0.32% | $4.5M | +11.78% | -7.22% | -5.39% | |
| ESGU - ISHARES TR | Add 7% ($259.7K) | 0.29% | $4.1M | +53.61% | +0.10% | +22.04% | |
| IWB - ISHARES TR | Add 10% ($352.0K) | 0.27% | $3.8M | +54.76% | +0.13% | +22.34% | |
| JPIB - J P MORGAN EXCHANGE TRADED F | Add 14% ($379.2K) | 0.22% | $3.1M | +14.24% | +0.56% | +5.23% | |
| CBOE - CBOE GLOBAL MKTS INC | 0.20% | $2.7M | +94.76% | +13.13% | +54.83% | ||
| AAPL - APPLE INC | PUT | Reduce 5% $(142.9K) | 0.18% | $2.5M | |||
| SUSB - ISHARES TR | Add 25% ($458.5K) | 0.16% | $2.3M | +13.34% | +0.84% | +4.55% | |
| ESGD - ISHARES TR | New Purchase | 0.15% | $2.1M | +31.45% | +1.38% | +8.10% | |
| AMZN - AMAZON COM INC | Reduce 6% $(139.0K) | 0.15% | $2.0M | +115.80% | +6.87% | +61.98% | |
| VTWO - VANGUARD SCOTTSDALE FDS | Reduce 4% $(69.9K) | 0.13% | $1.8M | +16.27% | -8.90% | +5.44% | |
| LLY - LILLY ELI & CO | Add 2% ($32.9K) | 0.10% | $1.5M | +130.31% | +7.55% | +83.92% | |
| GOOGL - ALPHABET INC | Reduce 3% $(41.2K) | 0.10% | $1.4M | +77.93% | +7.47% | +57.70% | |
| VSS - VANGUARD INTL EQUITY INDEX F | Reduce 7% $(103.1K) | 0.10% | $1.4M | +25.64% | -3.17% | +3.03% | |
| MSFT - MICROSOFT CORP | PUT | Reduce 20% $(335.7K) | 0.09% | $1.3M | |||
| TT - TRANE TECHNOLOGIES PLC | 0.09% | $1.3M | +151.09% | +1.61% | +45.51% | ||
| UNH - UNITEDHEALTH GROUP INC | Add 4% ($40.3K) | 0.08% | $1.1M | -36.06% | -1.59% | +3.71% | |
| V - VISA INC | Reduce 5% $(60.2K) | 0.08% | $1.1M | +55.68% | +1.15% | +19.50% | |
| GOOG - ALPHABET INC | Reduce 4% $(48.4K) | 0.07% | $1.0M | +75.53% | +6.28% | +56.48% | |
| WBA - WALGREENS BOOTS ALLIANCE INC | New Purchase | 0.07% | $1.0M | -64.05% | -3.32% | -32.86% | |
| JPM - JPMORGAN CHASE & CO | New Purchase | 0.07% | $991.8K | +115.67% | -2.24% | +27.10% | |
| JNJ - JOHNSON & JOHNSON | Reduce 5% $(51.1K) | 0.07% | $978.9K | -2.94% | -3.40% | -3.07% | |
| ZION - ZIONS BANCORPORATION N A | 0.07% | $966.8K | +5.45% | -49.45% | -12.14% | ||
| DES - WISDOMTREE TR | New Purchase | 0.07% | $963.5K | +9.65% | -10.63% | +6.19% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 61% $(1.4M) | 0.07% | $926.5K | +55.34% | +2.41% | +23.13% | |
| SHV - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| AOR - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| TSLA - TESLA INC | Reduce 100% | 0.00% | $0.00 | ||||
| ESGV - VANGUARD WORLD FD | Reduce 100% | 0.00% | $0.00 | ||||
| TT - TRANE TECHNOLOGIES PLC | PUT | Reduce 100% | 0.00% | $0.00 | |||