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HALBERT HARGROVE GLOBAL ADVISORS, LLC 13F Holdings
Holdings from the most recent 13F from HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed: 2023-04-25 (Q1 2023) | Holdings: 270 | 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 | Add 1% ($1.7M) | 14.24% | $210.3M | +54.11% | +12.45% | +26.92% | |
| NTSX - WISDOMTREE TR | 14.15% | $208.9M | +44.20% | +8.95% | +17.83% | ||
| IEFA - ISHARES TR | 7.69% | $113.5M | +29.78% | +3.32% | +9.43% | ||
| LDUR - PIMCO ETF TR | 7.40% | $109.3M | +11.39% | -0.00% | +3.85% | ||
| IWB - ISHARES TR | Add 2527% ($103.9M) | 7.32% | $108.0M | +53.52% | +12.58% | +26.84% | |
| EFA - ISHARES TR | 7.08% | $104.5M | +29.33% | +3.00% | +9.76% | ||
| IEMG - ISHARES INC | Add 2% ($1.5M) | 6.19% | $91.4M | +33.53% | +8.69% | +11.24% | |
| NTSI - WISDOMTREE TR | Add 2% ($1.4M) | 5.94% | $87.7M | +20.10% | +0.64% | +3.87% | |
| IWM - ISHARES TR | Add 1% ($424.9K) | 4.43% | $65.4M | +26.54% | +14.38% | +16.75% | |
| EEM - ISHARES TR | Reduce 1% $(818.9K) | 4.33% | $64.0M | +31.70% | +8.06% | +9.36% | |
| SCZ - ISHARES TR | 2.38% | $35.2M | +27.55% | +3.86% | +5.34% | ||
| NTSE - WISDOMTREE TR | Reduce 8% $(2.9M) | 2.22% | $32.7M | +27.88% | +6.17% | +4.51% | |
| IWC - ISHARES TR | Reduce 1% $(169.6K) | 1.41% | $20.8M | +27.49% | +12.86% | +12.91% | |
| LRGF - ISHARES TR | Reduce 1% $(159.1K) | 1.00% | $14.7M | +58.33% | +12.34% | +29.41% | |
| VUSB - VANGUARD BD INDEX FDS | Reduce 3% $(451.5K) | 0.98% | $14.5M | +12.39% | +0.93% | +5.24% | |
| AAPL - APPLE INC | Reduce 6% $(837.5K) | 0.88% | $13.1M | +25.03% | +19.45% | +4.38% | |
| VEA - VANGUARD TAX-MANAGED FDS | 0.86% | $12.6M | +30.64% | +3.95% | +9.88% | ||
| USRT - ISHARES TR | Reduce 12% $(1.6M) | 0.80% | $11.9M | +21.39% | +9.48% | +5.30% | |
| INTF - ISHARES TR | 0.75% | $11.0M | +35.20% | +4.02% | +12.55% | ||
| VONE - VANGUARD SCOTTSDALE FDS | Reduce 1% $(118.1K) | 0.70% | $10.3M | +53.79% | +12.58% | +26.80% | |
| ABNB - AIRBNB INC | 0.60% | $8.8M | +14.25% | +32.31% | +44.70% | ||
| ABNB - AIRBNB INC | PUT | 0.58% | $8.6M | ||||
| IFGL - ISHARES TR | Reduce 7% $(570.4K) | 0.49% | $7.2M | +14.32% | +0.33% | -1.86% | |
| MINT - PIMCO ETF TR | Reduce 1% $(65.8K) | 0.47% | $6.9M | +12.98% | +1.70% | +6.59% | |
| MSFT - MICROSOFT CORP | 0.47% | $6.9M | +68.86% | +14.09% | +38.07% | ||
| IWV - ISHARES TR | Reduce 14% $(1.1M) | 0.46% | $6.8M | +51.97% | +12.66% | +26.29% | |
| ESGU - ISHARES TR | Add 28% ($1.2M) | 0.38% | $5.6M | +52.62% | +12.64% | +26.54% | |
| VNQI - VANGUARD INTL EQUITY INDEX F | Reduce 21% $(905.7K) | 0.24% | $3.5M | +20.02% | +1.95% | +1.48% | |
| JPIB - J P MORGAN EXCHANGE TRADED F | Add 3% ($99.4K) | 0.22% | $3.3M | +12.97% | -0.39% | +3.31% | |
| CBOE - CBOE GLOBAL MKTS INC | 0.20% | $2.9M | +71.04% | +4.12% | +30.48% | ||
| AMZN - AMAZON COM INC | 0.17% | $2.5M | +101.82% | +22.00% | +71.00% | ||
| ESGD - ISHARES TR | Add 5% ($121.6K) | 0.17% | $2.5M | +28.82% | +3.36% | +9.63% | |
| AAPL - APPLE INC | PUT | Reduce 25% $(791.5K) | 0.16% | $2.4M | |||
| SUSB - ISHARES TR | Add 1% ($22.4K) | 0.16% | $2.3M | +12.26% | -0.13% | +3.43% | |
| VTWO - VANGUARD SCOTTSDALE FDS | Add 1% ($12.1K) | 0.13% | $1.9M | +27.06% | +14.51% | +17.02% | |
| GOOGL - ALPHABET INC | Reduce 2% $(26.1K) | 0.11% | $1.6M | +63.65% | +23.21% | +63.89% | |
| MSFT - MICROSOFT CORP | PUT | 0.11% | $1.6M | ||||
| TT - TRANE TECHNOLOGIES PLC | 0.09% | $1.4M | +148.21% | +10.33% | +74.68% | ||
| NVDA - NVIDIA CORPORATION | New Purchase | 0.09% | $1.3M | +471.89% | +68.35% | +225.02% | |
| VSS - VANGUARD INTL EQUITY INDEX F | Reduce 13% $(192.7K) | 0.09% | $1.3M | +29.00% | +6.25% | +8.60% | |
| META - META PLATFORMS INC | New Purchase | 0.08% | $1.2M | +235.33% | +40.50% | +108.83% | |
| GOOG - ALPHABET INC | Add 1% ($6.7K) | 0.08% | $1.2M | +63.42% | +22.83% | +64.54% | |
| V - VISA INC | Add 1% ($7.4K) | 0.08% | $1.2M | +51.87% | +2.74% | +19.66% | |
| LLY - LILLY ELI & CO | Reduce 15% $(201.6K) | 0.08% | $1.2M | +111.42% | +19.32% | +94.07% | |
| JPM - JPMORGAN CHASE & CO | Add 6% ($55.4K) | 0.07% | $1.0M | +116.79% | +15.42% | +44.32% | |
| UNH - UNITEDHEALTH GROUP INC | Reduce 3% $(30.2K) | 0.07% | $993.5K | -35.41% | +4.98% | +3.53% | |
| DES - WISDOMTREE TR | 0.07% | $966.3K | +21.58% | +12.53% | +17.55% | ||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Add 2% ($20.4K) | 0.06% | $946.5K | +50.39% | +8.19% | +24.37% | |
| WBA - WALGREENS BOOTS ALLIANCE INC | Reduce 1% $(6.8K) | 0.06% | $928.4K | -62.56% | -9.40% | -45.22% | |
| ESGE - ISHARES INC | New Purchase | 0.06% | $908.6K | +34.66% | +8.72% | +7.86% | |
| JNJ - JOHNSON & JOHNSON | Reduce 100% | 0.00% | $0.00 | ||||
| BIL - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||
| ZION - ZIONS BANCORPORATION N A | Reduce 100% | 0.00% | $0.00 | ||||