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HALBERT HARGROVE GLOBAL ADVISORS, LLC 13F Holdings
Holdings from the most recent 13F from HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed: 2023-08-14 (Q2 2023) | Holdings: 118 | 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 | 16.59% | $227.3M | +39.86% | +1.14% | +25.80% | ||
| NTSX - WISDOMTREE TR | Add 1% ($2.3M) | 16.29% | $223.2M | +36.38% | -0.00% | +24.24% | |
| IWB - ISHARES TR | Add 2% ($2.1M) | 8.68% | $119.0M | +39.34% | +0.91% | +25.25% | |
| IEFA - ISHARES TR | Add 1% ($1.2M) | 8.46% | $115.9M | +30.31% | -0.81% | +14.84% | |
| EFA - ISHARES TR | Add 1% ($1.1M) | 7.81% | $107.0M | +30.30% | -0.63% | +15.29% | |
| IEMG - ISHARES INC | Add 3% ($2.3M) | 6.91% | $94.6M | +29.66% | +1.55% | +13.21% | |
| NTSI - WISDOMTREE TR | Add 2% ($1.5M) | 6.53% | $89.5M | +25.13% | -1.37% | +15.76% | |
| IWM - ISHARES TR | Add 1% ($682.0K) | 5.06% | $69.4M | +14.68% | -5.23% | +13.42% | |
| EEM - ISHARES TR | 4.66% | $63.9M | +28.94% | +1.30% | +12.36% | ||
| SCZ - ISHARES TR | 2.55% | $34.9M | +27.57% | -2.46% | +10.90% | ||
| NTSE - WISDOMTREE TR | Reduce 4% $(1.3M) | 2.28% | $31.2M | +28.73% | +0.76% | +14.32% | |
| LRGF - ISHARES TR | Reduce 2% $(254.6K) | 1.14% | $15.6M | +43.80% | +1.40% | +27.92% | |
| LDUR - PIMCO ETF TR | Reduce 87% $(94.5M) | 0.99% | $13.5M | +11.39% | +1.17% | +6.50% | |
| VEA - VANGUARD TAX-MANAGED FDS | Add 2% ($227.4K) | 0.96% | $13.1M | +30.61% | -0.66% | +14.60% | |
| IWC - ISHARES TR | Reduce 44% $(9.5M) | 0.89% | $12.2M | +17.32% | -8.10% | +9.48% | |
| USRT - ISHARES TR | Reduce 2% $(246.2K) | 0.86% | $11.8M | +17.26% | -3.16% | +17.91% | |
| VONE - VANGUARD SCOTTSDALE FDS | Reduce 1% $(128.2K) | 0.81% | $11.1M | +39.58% | +1.02% | +25.20% | |
| INTF - ISHARES TR | Reduce 2% $(230.7K) | 0.80% | $10.9M | +33.87% | -0.84% | +16.35% | |
| AAPL - APPLE INC | Reduce 38% $(5.8M) | 0.70% | $9.5M | +13.65% | +5.24% | +26.27% | |
| ABNB - AIRBNB INC | Reduce 2% $(221.6K) | 0.65% | $8.8M | -2.14% | -3.13% | -10.28% | |
| IWV - ISHARES TR | Reduce 2% $(162.9K) | 0.53% | $7.2M | +38.01% | +0.63% | +24.43% | |
| MSFT - MICROSOFT CORP | Reduce 13% $(1.1M) | 0.51% | $7.1M | +54.78% | +14.92% | +31.61% | |
| IFGL - ISHARES TR | Add 2% ($111.1K) | 0.51% | $7.0M | +21.32% | +0.62% | +10.60% | |
| MINT - PIMCO ETF TR | Reduce 4% $(249.0K) | 0.49% | $6.7M | +10.64% | +1.44% | +6.01% | |
| ESGU - ISHARES TR | Add 6% ($362.9K) | 0.47% | $6.4M | +38.64% | +0.96% | +25.37% | |
| JPIB - J P MORGAN EXCHANGE TRADED F | Add 40% ($1.3M) | 0.33% | $4.5M | +14.34% | +0.63% | +8.57% | |
| VNQI - VANGUARD INTL EQUITY INDEX F | Reduce 4% $(142.5K) | 0.24% | $3.3M | +24.52% | +1.55% | +11.90% | |
| CBOE - CBOE GLOBAL MKTS INC | Reduce 2% $(60.9K) | 0.22% | $3.0M | +58.88% | +19.54% | +36.98% | |
| AAPL - APPLE INC | PUT | 0.21% | $2.9M | ||||
| ESGD - ISHARES TR | Add 8% ($190.9K) | 0.20% | $2.7M | +29.50% | -0.81% | +15.33% | |
| ABNB - AIRBNB INC | PUT | Reduce 71% $(6.3M) | 0.19% | $2.6M | |||
| SUSB - ISHARES TR | Add 5% ($116.8K) | 0.18% | $2.5M | +12.84% | +1.05% | +7.90% | |
| VTWO - VANGUARD SCOTTSDALE FDS | 0.15% | $2.0M | +15.04% | -5.22% | +13.60% | ||
| TT - TRANE TECHNOLOGIES PLC | Reduce 7% $(97.2K) | 0.10% | $1.3M | +114.84% | +11.35% | +73.16% | |
| VSS - VANGUARD INTL EQUITY INDEX F | 0.09% | $1.3M | +26.44% | -1.35% | +11.33% | ||
| AMZN - AMAZON COM INC | Reduce 63% $(2.0M) | 0.09% | $1.2M | +51.37% | +2.25% | +26.80% | |
| MSFT - MICROSOFT CORP | PUT | Reduce 38% $(715.1K) | 0.08% | $1.2M | |||
| QQQ - INVESCO QQQ TR | New Purchase | 0.07% | $1.0M | +48.36% | +4.55% | +29.33% | |
| LLY - LILLY ELI & CO | Reduce 36% $(580.6K) | 0.07% | $1.0M | +49.14% | +9.65% | +74.41% | |
| LLY - LILLY ELI & CO | PUT | New Purchase | 0.07% | $984.9K | |||
| DES - WISDOMTREE TR | 0.07% | $975.7K | +10.72% | -1.06% | +13.98% | ||
| ESGE - ISHARES INC | Add 1% ($10.3K) | 0.07% | $923.2K | +30.93% | +1.47% | +11.23% | |
| ESGV - VANGUARD WORLD FD | New Purchase | 0.07% | $892.6K | +40.06% | +1.48% | +26.25% | |
| SDG - ISHARES TR | New Purchase | 0.07% | $891.8K | -0.37% | -3.25% | +1.20% | |
| SHOP - SHOPIFY INC | New Purchase | 0.06% | $775.2K | +104.51% | +21.84% | +34.40% | |
| VTV - VANGUARD INDEX FDS | New Purchase | 0.05% | $740.9K | +26.36% | -2.05% | +18.72% | |
| WBA - WALGREENS BOOTS ALLIANCE INC | Reduce 4% $(32.7K) | 0.05% | $732.2K | -55.96% | -22.43% | -60.06% | |
| SPY - SPDR S&P 500 ETF TR | New Purchase | 0.05% | $724.4K | +39.66% | +1.12% | +25.67% | |
| VNQ - VANGUARD INDEX FDS | New Purchase | 0.05% | $722.3K | +16.63% | -2.45% | +16.13% | |
| GOOG - ALPHABET INC | Reduce 100% | 0.00% | $0.00 | ||||
| GOOGL - ALPHABET INC | Reduce 100% | 0.00% | $0.00 | ||||
| BRK.B - BERKSHIRE HATHAWAY INC DEL | Reduce 100% | 0.00% | $0.00 | ||||
| META - META PLATFORMS INC | Reduce 100% | 0.00% | $0.00 | ||||
| JPM - JPMORGAN CHASE & CO | Reduce 100% | 0.00% | $0.00 | ||||
| NVDA - NVIDIA CORPORATION | Reduce 100% | 0.00% | $0.00 | ||||
| UNH - UNITEDHEALTH GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| VUSB - VANGUARD BD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| V - VISA INC | Reduce 100% | 0.00% | $0.00 | ||||