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HALBERT HARGROVE GLOBAL ADVISORS, LLC 13F Holdings
Holdings from the most recent 13F from HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed: 2024-01-24 (Q4 2023) | Holdings: 117 | 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 |
| NTSX - WISDOMTREE TR | Reduce 1% $(1.7M) | 16.18% | $235.5M | +24.56% | +1.32% | +21.02% | |
| IVV - ISHARES TR | Reduce 4% $(10.3M) | 15.83% | $230.5M | +26.98% | +3.57% | +24.63% | |
| IWB - ISHARES TR | Reduce 7% $(8.4M) | 8.25% | $120.1M | +26.51% | +3.54% | +24.69% | |
| IEFA - ISHARES TR | Reduce 5% $(5.8M) | 7.99% | $116.4M | +23.23% | +3.10% | +9.18% | |
| EFA - ISHARES TR | Add 6928% ($108.8M) | 7.58% | $110.3M | +23.00% | +3.55% | +9.40% | |
| IEMG - ISHARES INC | Add 2% ($2.4M) | 7.18% | $104.5M | +26.77% | +4.46% | +10.18% | |
| NTSI - WISDOMTREE TR | Add 4% ($3.8M) | 7.13% | $103.8M | +18.22% | +1.47% | +7.68% | |
| IWM - ISHARES TR | Reduce 5% $(4.1M) | 4.86% | $70.7M | +9.36% | -0.06% | +16.27% | |
| EEM - ISHARES TR | Reduce 1% $(513.9K) | 4.27% | $62.2M | +27.23% | +4.44% | +10.80% | |
| SCZ - ISHARES TR | Add 4% ($1.6M) | 2.65% | $38.6M | +22.93% | +0.70% | +6.72% | |
| NTSE - WISDOMTREE TR | Reduce 1% $(351.0K) | 2.24% | $32.7M | +26.12% | +1.86% | +8.92% | |
| LRGF - ISHARES TR | Add 28% ($4.9M) | 1.51% | $22.0M | +29.23% | +4.78% | +26.87% | |
| MINT - PIMCO ETF TR | Reduce 9% $(1.7M) | 1.17% | $17.0M | +7.65% | +1.55% | +5.74% | |
| INTF - ISHARES TR | Add 31% ($3.6M) | 1.05% | $15.2M | +25.48% | +3.47% | +10.16% | |
| IWC - ISHARES TR | Add 9% ($1.1M) | 0.96% | $14.0M | +12.44% | -1.46% | +15.92% | |
| VEA - VANGUARD TAX-MANAGED FDS | Reduce 2% $(297.6K) | 0.91% | $13.3M | +23.79% | +3.35% | +9.25% | |
| USRT - ISHARES TR | Reduce 2% $(260.3K) | 0.85% | $12.4M | +10.47% | -4.13% | +14.36% | |
| VONE - VANGUARD SCOTTSDALE FDS | Reduce 5% $(576.0K) | 0.79% | $11.5M | +26.66% | +3.52% | +24.72% | |
| ABNB - AIRBNB INC | PUT | 0.65% | $9.4M | ||||
| ABNB - AIRBNB INC | Reduce 5% $(476.5K) | 0.61% | $8.9M | -9.45% | +13.83% | -9.94% | |
| MSFT - MICROSOFT CORP | Reduce 1% $(45.1K) | 0.55% | $8.0M | +23.13% | -1.12% | +8.28% | |
| IFGL - ISHARES TR | Reduce 4% $(346.4K) | 0.54% | $7.9M | +15.21% | -2.38% | +0.37% | |
| IWV - ISHARES TR | Reduce 3% $(215.7K) | 0.50% | $7.3M | +25.58% | +3.34% | +24.24% | |
| BOND - PIMCO ETF TR | Add 5% ($351.0K) | 0.49% | $7.1M | +7.66% | -1.52% | +4.53% | |
| JPIE - J P MORGAN EXCHANGE TRADED F | Add 5% ($323.4K) | 0.48% | $7.0M | +10.39% | +0.32% | +7.14% | |
| ESGU - ISHARES TR | Reduce 16% $(1.1M) | 0.40% | $5.8M | +25.92% | +3.38% | +24.32% | |
| JPIB - J P MORGAN EXCHANGE TRADED F | Add 3% ($140.3K) | 0.38% | $5.6M | +8.95% | -0.53% | +4.75% | |
| CBOE - CBOE GLOBAL MKTS INC | Reduce 5% $(202.7K) | 0.25% | $3.6M | +24.15% | -3.54% | +10.06% | |
| VTWO - VANGUARD SCOTTSDALE FDS | Add 57% ($1.1M) | 0.22% | $3.2M | +9.62% | -0.02% | +16.52% | |
| AAPL - APPLE INC | Reduce 68% $(5.9M) | 0.19% | $2.8M | +4.00% | -12.86% | +18.32% | |
| VNQI - VANGUARD INTL EQUITY INDEX F | Reduce 24% $(751.7K) | 0.16% | $2.4M | +18.18% | -1.28% | +3.72% | |
| LDUR - PIMCO ETF TR | Add 147% ($1.3M) | 0.15% | $2.2M | +7.54% | +0.34% | +5.37% | |
| AAPL - APPLE INC | PUT | Reduce 22% $(596.8K) | 0.15% | $2.2M | |||
| SUSB - ISHARES TR | Reduce 2% $(41.5K) | 0.15% | $2.1M | +8.43% | -0.22% | +5.38% | |
| ABT - ABBOTT LABS | New Purchase | 0.13% | $1.9M | +26.42% | -3.61% | +18.54% | |
| TT - TRANE TECHNOLOGIES PLC | 0.12% | $1.7M | +71.54% | +18.68% | +46.78% | ||
| ESGD - ISHARES TR | Add 4% ($68.8K) | 0.12% | $1.7M | +22.18% | +3.25% | +9.36% | |
| ISRG - INTUITIVE SURGICAL INC | PUT | New Purchase | 0.09% | $1.3M | |||
| ISRG - INTUITIVE SURGICAL INC | 0.09% | $1.3M | +39.99% | +0.14% | +53.91% | ||
| LLY - ELI LILLY & CO | 0.09% | $1.3M | +27.59% | +15.74% | +29.66% | ||
| VSS - VANGUARD INTL EQUITY INDEX F | Reduce 3% $(44.9K) | 0.09% | $1.3M | +22.05% | +1.88% | +6.03% | |
| JPST - J P MORGAN EXCHANGE TRADED F | New Purchase | 0.08% | $1.2M | +7.69% | +1.27% | +5.56% | |
| LLY - ELI LILLY & CO | PUT | 0.08% | $1.2M | ||||
| MSFT - MICROSOFT CORP | PUT | New Purchase | 0.08% | $1.2M | |||
| DMXF - ISHARES TR | New Purchase | 0.08% | $1.2M | +18.89% | +1.89% | +8.19% | |
| TSLA - TESLA INC | New Purchase | 0.08% | $1.2M | +72.67% | -10.29% | +109.36% | |
| USXF - ISHARES TR | New Purchase | 0.08% | $1.1M | +29.48% | +3.14% | +22.13% | |
| ESGE - ISHARES INC | Add 12% ($108.7K) | 0.07% | $1.0M | +29.93% | +2.71% | +11.39% | |
| DES - WISDOMTREE TR | Reduce 13% $(146.8K) | 0.06% | $945.7K | +3.42% | -0.10% | +14.51% | |
| SDG - ISHARES TR | Add 3% ($28.5K) | 0.06% | $924.2K | +1.54% | -0.65% | -4.53% | |
| AMZN - AMAZON COM INC | Reduce 100% | 0.00% | $0.00 | ||||
| QQQ - INVESCO QQQ TR | Reduce 100% | 0.00% | $0.00 | ||||
| SPY - SPDR S&P 500 ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| ESGV - VANGUARD WORLD FD | Reduce 100% | 0.00% | $0.00 | ||||
| VNQ - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| VTV - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| USFR - WISDOMTREE TR | Reduce 100% | 0.00% | $0.00 | ||||