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HALBERT HARGROVE GLOBAL ADVISORS, LLC 13F Holdings
Holdings from the most recent 13F from HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed: 2023-10-14 (Q3 2023) | Holdings: 120 | 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 | Reduce 1% $(2.6M) | 16.15% | $216.5M | +43.36% | +9.98% | +35.58% | |
| NTSX - WISDOMTREE TR | 15.74% | $211.0M | +42.12% | +11.99% | +35.06% | ||
| IWB - ISHARES TR | 8.58% | $115.1M | +43.22% | +10.38% | +35.48% | ||
| IEFA - ISHARES TR | Add 1% ($1.3M) | 8.34% | $111.8M | +36.31% | +9.28% | +22.41% | |
| USFR - WISDOMTREE TR | New Purchase | 7.74% | $103.8M | +8.32% | +1.24% | +5.32% | |
| IEMG - ISHARES INC | Add 5% ($4.7M) | 7.16% | $96.1M | +33.65% | +3.73% | +22.53% | |
| NTSI - WISDOMTREE TR | Add 8% ($6.3M) | 6.66% | $89.4M | +31.65% | +10.64% | +22.74% | |
| IWM - ISHARES TR | Add 1% ($361.8K) | 4.91% | $65.8M | +25.96% | +11.53% | +31.51% | |
| EEM - ISHARES TR | Reduce 4% $(2.2M) | 4.41% | $59.2M | +33.44% | +2.94% | +22.46% | |
| SCZ - ISHARES TR | Add 1% ($323.9K) | 2.52% | $33.8M | +37.62% | +10.95% | +22.92% | |
| NTSE - WISDOMTREE TR | Add 4% ($1.2M) | 2.24% | $30.0M | +33.28% | +3.84% | +23.99% | |
| MINT - PIMCO ETF TR | Add 178% ($12.0M) | 1.40% | $18.8M | +9.53% | +1.54% | +6.05% | |
| LRGF - ISHARES TR | Add 2% ($244.0K) | 1.15% | $15.4M | +46.89% | +10.77% | +38.26% | |
| VEA - VANGUARD TAX-MANAGED FDS | 0.92% | $12.4M | +36.48% | +9.09% | +22.07% | ||
| IWC - ISHARES TR | Reduce 1% $(144.3K) | 0.82% | $11.1M | +33.11% | +14.75% | +32.40% | |
| USRT - ISHARES TR | Add 1% ($106.0K) | 0.82% | $11.0M | +24.62% | +14.70% | +32.89% | |
| VONE - VANGUARD SCOTTSDALE FDS | Add 2% ($177.1K) | 0.81% | $10.9M | +43.39% | +10.37% | +35.60% | |
| INTF - ISHARES TR | Add 2% ($203.3K) | 0.80% | $10.7M | +39.51% | +9.60% | +23.48% | |
| ABNB - AIRBNB INC | PUT | Add 245% ($6.7M) | 0.71% | $9.5M | |||
| ABNB - AIRBNB INC | 0.71% | $9.5M | +3.58% | +7.85% | +6.45% | ||
| AAPL - APPLE INC | Reduce 8% $(698.9K) | 0.58% | $7.7M | +15.02% | +4.03% | +32.98% | |
| IFGL - ISHARES TR | Add 7% ($498.2K) | 0.53% | $7.2M | +28.09% | +12.26% | +21.96% | |
| MSFT - MICROSOFT CORP | Add 4% ($245.6K) | 0.51% | $6.8M | +50.69% | +18.13% | +27.44% | |
| IWV - ISHARES TR | Reduce 3% $(179.9K) | 0.50% | $6.8M | +42.16% | +10.36% | +35.05% | |
| JPIE - J P MORGAN EXCHANGE TRADED F | New Purchase | 0.49% | $6.5M | +15.92% | +5.03% | +11.07% | |
| BOND - PIMCO ETF TR | New Purchase | 0.48% | $6.5M | +14.68% | +6.87% | +12.68% | |
| ESGU - ISHARES TR | Add 1% ($45.5K) | 0.46% | $6.2M | +42.70% | +10.58% | +35.90% | |
| JPIB - J P MORGAN EXCHANGE TRADED F | Add 18% ($789.8K) | 0.39% | $5.2M | +15.40% | +6.01% | +10.95% | |
| CBOE - CBOE GLOBAL MKTS INC | 0.25% | $3.3M | +45.78% | +14.18% | +32.04% | ||
| VNQI - VANGUARD INTL EQUITY INDEX F | Reduce 12% $(383.1K) | 0.21% | $2.8M | +30.72% | +11.21% | +23.50% | |
| AAPL - APPLE INC | PUT | Reduce 2% $(51.4K) | 0.18% | $2.5M | |||
| SUSB - ISHARES TR | Reduce 13% $(324.9K) | 0.16% | $2.1M | +12.81% | +4.12% | +9.07% | |
| VTWO - VANGUARD SCOTTSDALE FDS | Reduce 6% $(104.2K) | 0.13% | $1.8M | +26.40% | +11.68% | +31.80% | |
| ESGD - ISHARES TR | Reduce 42% $(1.1M) | 0.11% | $1.5M | +34.80% | +8.84% | +22.13% | |
| EFA - ISHARES TR | Reduce 99% $(100.3M) | 0.11% | $1.4M | +35.69% | +9.02% | +21.99% | |
| TT - TRANE TECHNOLOGIES PLC | 0.11% | $1.4M | +109.58% | +18.56% | +93.51% | ||
| VSS - VANGUARD INTL EQUITY INDEX F | Reduce 1% $(18.4K) | 0.09% | $1.2M | +33.80% | +8.69% | +21.27% | |
| ISRG - INTUITIVE SURGICAL INC | New Purchase | 0.09% | $1.2M | +89.00% | +31.28% | +73.36% | |
| LLY - ELI LILLY & CO | 0.09% | $1.2M | +31.26% | +4.05% | +50.49% | ||
| AMZN - AMAZON COM INC | 0.09% | $1.1M | +62.21% | +17.19% | +43.61% | ||
| LLY - ELI LILLY & CO | PUT | 0.08% | $1.1M | ||||
| DES - WISDOMTREE TR | 0.07% | $957.7K | +18.68% | +11.42% | +29.21% | ||
| LDUR - PIMCO ETF TR | Reduce 93% $(12.6M) | 0.07% | $894.3K | +10.76% | +2.99% | +7.07% | |
| ESGE - ISHARES INC | 0.07% | $882.2K | +35.47% | +2.31% | +21.65% | ||
| ESGV - VANGUARD WORLD FD | Reduce 3% $(29.1K) | 0.06% | $827.8K | +43.97% | +11.86% | +36.48% | |
| SDG - ISHARES TR | Reduce 2% $(17.1K) | 0.06% | $823.5K | +6.96% | +7.07% | +11.90% | |
| QQQ - INVESCO QQQ TR | Reduce 18% $(173.8K) | 0.06% | $816.7K | +49.25% | +11.98% | +34.80% | |
| VTV - VANGUARD INDEX FDS | 0.05% | $719.3K | +31.33% | +8.17% | +30.92% | ||
| VNQ - VANGUARD INDEX FDS | Add 4% ($28.6K) | 0.05% | $682.6K | +24.79% | +15.10% | +32.32% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 3% $(23.1K) | 0.05% | $675.4K | +43.17% | +9.92% | +35.45% | |
| MSFT - MICROSOFT CORP | PUT | Reduce 100% | 0.00% | $0.00 | |||
| SHOP - SHOPIFY INC | Reduce 100% | 0.00% | $0.00 | ||||
| WBA - WALGREENS BOOTS ALLIANCE INC | Reduce 100% | 0.00% | $0.00 | ||||