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HALBERT HARGROVE GLOBAL ADVISORS, LLC 13F Holdings
Holdings from the most recent 13F from HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed: 2024-04-17 (Q1 2024) | Holdings: 110 | 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 | 16.51% | $252.4M | +23.29% | +11.25% | +5.12% | ||
| IVV - ISHARES TR | Reduce 3% $(6.8M) | 16.15% | $246.9M | +22.95% | +10.47% | +3.76% | |
| IWB - ISHARES TR | 8.64% | $132.0M | +22.73% | +10.08% | +3.56% | ||
| IEFA - ISHARES TR | Reduce 2% $(2.4M) | 7.88% | $120.4M | +20.96% | +6.72% | +9.31% | |
| EFA - ISHARES TR | Add 1% ($1.3M) | 7.73% | $118.2M | +20.45% | +6.75% | +9.07% | |
| IEMG - ISHARES INC | Add 4% ($4.8M) | 7.29% | $111.4M | +23.57% | +8.73% | +6.49% | |
| NTSI - WISDOMTREE TR | Add 1% ($1.6M) | 7.15% | $109.3M | +17.33% | +7.59% | +8.12% | |
| IWM - ISHARES TR | Reduce 1% $(1.0M) | 4.78% | $73.1M | +10.99% | +12.83% | -4.58% | |
| EEM - ISHARES TR | Reduce 4% $(2.6M) | 3.98% | $60.9M | +24.27% | +8.92% | +7.55% | |
| SCZ - ISHARES TR | Reduce 3% $(1.1M) | 2.51% | $38.4M | +22.52% | +7.43% | +9.75% | |
| LRGF - ISHARES TR | Add 42% ($10.4M) | 2.28% | $34.9M | +24.21% | +10.28% | +4.96% | |
| NTSE - WISDOMTREE TR | Reduce 5% $(1.5M) | 2.03% | $31.1M | +26.91% | +12.01% | +8.33% | |
| INTF - ISHARES TR | Add 33% ($5.4M) | 1.41% | $21.6M | +22.59% | +6.83% | +10.22% | |
| VEA - VANGUARD TAX-MANAGED FDS | Reduce 5% $(717.8K) | 0.86% | $13.2M | +21.20% | +6.55% | +8.71% | |
| IWC - ISHARES TR | Reduce 11% $(1.6M) | 0.85% | $13.0M | +15.28% | +13.08% | -5.93% | |
| VONE - VANGUARD SCOTTSDALE FDS | Reduce 8% $(1.0M) | 0.76% | $11.6M | +22.72% | +9.96% | +3.51% | |
| USRT - ISHARES TR | Reduce 9% $(1.0M) | 0.73% | $11.2M | +17.19% | +14.86% | +11.85% | |
| MSFT - MICROSOFT CORP | Reduce 2% $(214.6K) | 0.57% | $8.8M | +21.02% | +7.44% | -11.88% | |
| IWV - ISHARES TR | Reduce 6% $(486.4K) | 0.49% | $7.6M | +22.16% | +10.14% | +3.15% | |
| BOND - PIMCO ETF TR | Add 5% ($375.5K) | 0.49% | $7.5M | +8.82% | +4.20% | +5.85% | |
| JPIE - J P MORGAN EXCHANGE TRADED F | Add 6% ($401.8K) | 0.49% | $7.4M | +10.16% | +3.20% | +7.80% | |
| IFGL - ISHARES TR | Reduce 5% $(414.2K) | 0.48% | $7.3M | +18.73% | +6.66% | +8.10% | |
| ABNB - AIRBNB INC | PUT | Reduce 40% $(4.5M) | 0.45% | $6.8M | |||
| ABNB - AIRBNB INC | Reduce 37% $(4.0M) | 0.45% | $6.8M | -18.75% | -7.97% | -30.07% | |
| MINT - PIMCO ETF TR | Reduce 60% $(10.4M) | 0.44% | $6.8M | +6.11% | +1.37% | +5.10% | |
| ESGU - ISHARES TR | Reduce 4% $(244.2K) | 0.40% | $6.1M | +22.37% | +10.41% | +2.82% | |
| JPIB - J P MORGAN EXCHANGE TRADED F | Add 1% ($49.1K) | 0.37% | $5.6M | +9.42% | +2.58% | +7.01% | |
| VTWO - VANGUARD SCOTTSDALE FDS | Reduce 8% $(259.3K) | 0.20% | $3.1M | +11.25% | +12.98% | -4.44% | |
| SUSB - ISHARES TR | Add 5% ($106.3K) | 0.15% | $2.2M | +8.67% | +2.74% | +6.80% | |
| TT - TRANE TECHNOLOGIES PLC | PUT | New Purchase | 0.14% | $2.1M | |||
| TT - TRANE TECHNOLOGIES PLC | 0.14% | $2.1M | +46.42% | +12.08% | +10.16% | ||
| AAPL - APPLE INC | Reduce 17% $(428.2K) | 0.13% | $2.0M | +20.68% | +33.60% | +15.50% | |
| VNQI - VANGUARD INTL EQUITY INDEX F | Reduce 16% $(379.0K) | 0.13% | $2.0M | +20.44% | +7.23% | +10.82% | |
| ESGD - ISHARES TR | Add 2% ($27.7K) | 0.12% | $1.8M | +20.02% | +6.88% | +8.98% | |
| AAPL - APPLE INC | PUT | Reduce 12% $(240.1K) | 0.11% | $1.7M | |||
| LLY - ELI LILLY & CO | 0.11% | $1.7M | +6.63% | +13.47% | +9.86% | ||
| LLY - ELI LILLY & CO | PUT | 0.11% | $1.6M | ||||
| ISRG - INTUITIVE SURGICAL INC | PUT | 0.10% | $1.6M | ||||
| ISRG - INTUITIVE SURGICAL INC | 0.10% | $1.6M | +40.01% | +11.69% | +25.70% | ||
| MSFT - MICROSOFT CORP | PUT | 0.09% | $1.3M | ||||
| USXF - ISHARES TR | Add 1% ($15.2K) | 0.09% | $1.3M | +26.05% | +11.25% | +2.13% | |
| DMXF - ISHARES TR | Add 2% ($30.2K) | 0.08% | $1.3M | +17.41% | +6.70% | +5.19% | |
| VSS - VANGUARD INTL EQUITY INDEX F | Reduce 2% $(20.9K) | 0.08% | $1.3M | +20.83% | +7.59% | +6.05% | |
| DES - WISDOMTREE TR | Add 22% ($215.8K) | 0.08% | $1.2M | +6.20% | +11.73% | -2.01% | |
| ESGE - ISHARES INC | Add 8% ($88.8K) | 0.07% | $1.1M | +28.77% | +9.64% | +9.64% | |
| GOOGL - ALPHABET INC | New Purchase | 0.07% | $1.1M | +10.53% | +14.52% | -4.48% | |
| GOOGL - ALPHABET INC | PUT | New Purchase | 0.07% | $1.1M | |||
| ESGV - VANGUARD WORLD FD | New Purchase | 0.07% | $994.0K | +22.97% | +11.00% | +2.51% | |
| SDG - ISHARES TR | Add 10% ($92.7K) | 0.06% | $990.2K | +3.57% | +3.75% | -4.40% | |
| DBX - DROPBOX INC | New Purchase | 0.06% | $972.0K | +24.85% | +1.62% | +16.67% | |
| ABT - ABBOTT LABS | Reduce 100% | 0.00% | $0.00 | ||||
| CBOE - CBOE GLOBAL MKTS INC | Reduce 100% | 0.00% | $0.00 | ||||
| JPST - J P MORGAN EXCHANGE TRADED F | Reduce 100% | 0.00% | $0.00 | ||||
| LDUR - PIMCO ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| TSLA - TESLA INC | Reduce 100% | 0.00% | $0.00 | ||||