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HALBERT HARGROVE GLOBAL ADVISORS, LLC 13F Holdings
Holdings from the most recent 13F from HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed: 2024-07-26 (Q2 2024) | Holdings: 104 | Value: $1.7B | 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 8% ($19.7M) | 16.05% | $276.7M | +12.63% | +6.73% | ||
| NTSX - WISDOMTREE TR | Add 2% ($5.2M) | 15.52% | $267.6M | +11.85% | +5.41% | ||
| LRGF - ISHARES TR | Add 394% ($142.5M) | 10.36% | $178.7M | +13.39% | +6.43% | ||
| IWB - ISHARES TR | 7.93% | $136.7M | +12.60% | +6.67% | |||
| IEFA - ISHARES TR | Add 7% ($8.2M) | 7.31% | $126.1M | +14.45% | +1.74% | ||
| EFA - ISHARES TR | Add 1% ($1.3M) | 6.80% | $117.2M | +13.96% | +1.63% | ||
| IEMG - ISHARES INC | 6.71% | $115.7M | +15.78% | +6.28% | |||
| NTSI - WISDOMTREE TR | Add 2% ($1.6M) | 6.32% | $109.0M | +9.79% | +0.60% | ||
| INTF - ISHARES TR | Add 276% ($58.6M) | 4.62% | $79.7M | +16.22% | +1.89% | ||
| IWM - ISHARES TR | 4.07% | $70.2M | -4.59% | -0.66% | |||
| EEM - ISHARES TR | Reduce 4% $(2.4M) | 3.52% | $60.7M | +16.36% | +7.09% | ||
| SCZ - ISHARES TR | Reduce 11% $(4.1M) | 1.93% | $33.2M | +15.03% | +0.47% | ||
| VEA - VANGUARD TAX-MANAGED FDS | Reduce 1% $(180.2K) | 0.74% | $12.8M | +14.75% | +1.67% | ||
| IWC - ISHARES TR | Reduce 3% $(330.3K) | 0.69% | $11.9M | -3.00% | -2.40% | ||
| VONE - VANGUARD SCOTTSDALE FDS | Reduce 8% $(991.2K) | 0.64% | $11.0M | +12.59% | +6.55% | ||
| MSFT - MICROSOFT CORP | 0.54% | $9.3M | +14.94% | -0.98% | |||
| JPIE - J P MORGAN EXCHANGE TRADED F | Reduce 3% $(227.9K) | 0.42% | $7.2M | +6.37% | +1.70% | ||
| BOND - PIMCO ETF TR | Reduce 5% $(386.2K) | 0.41% | $7.0M | +4.11% | +0.81% | ||
| IWV - ISHARES TR | Reduce 15% $(1.2M) | 0.38% | $6.6M | +11.63% | +6.20% | ||
| ESGU - ISHARES TR | Reduce 1% $(71.6K) | 0.37% | $6.3M | +11.90% | +6.58% | ||
| ABNB - AIRBNB INC | PUT | 0.36% | $6.3M | ||||
| ABNB - AIRBNB INC | 0.36% | $6.3M | -8.19% | -3.87% | |||
| JPIB - J P MORGAN EXCHANGE TRADED F | Reduce 2% $(83.9K) | 0.32% | $5.5M | +6.46% | +1.97% | ||
| MINT - PIMCO ETF TR | Reduce 24% $(1.6M) | 0.30% | $5.2M | +4.49% | +1.31% | ||
| AAPL - APPLE INC | Add 37% ($941.9K) | 0.20% | $3.5M | -6.66% | +7.70% | ||
| VTWO - VANGUARD SCOTTSDALE FDS | Reduce 1% $(22.8K) | 0.17% | $2.9M | -4.48% | -0.61% | ||
| AAPL - APPLE INC | PUT | Add 13% ($273.8K) | 0.14% | $2.4M | |||
| TT - TRANE TECHNOLOGIES PLC | PUT | 0.13% | $2.3M | ||||
| TT - TRANE TECHNOLOGIES PLC | 0.13% | $2.3M | +30.40% | +18.96% | |||
| SUSB - ISHARES TR | Reduce 5% $(103.0K) | 0.12% | $2.1M | +5.47% | +1.57% | ||
| LLY - ELI LILLY & CO | Reduce 3% $(49.8K) | 0.11% | $1.9M | -2.00% | +10.18% | ||
| ESGD - ISHARES TR | Add 1% ($11.5K) | 0.10% | $1.8M | +13.35% | +1.80% | ||
| ISRG - INTUITIVE SURGICAL INC | Reduce 10% $(177.9K) | 0.09% | $1.6M | +16.80% | +14.39% | ||
| ISRG - INTUITIVE SURGICAL INC | PUT | Reduce 13% $(222.4K) | 0.09% | $1.6M | |||
| LLY - ELI LILLY & CO | PUT | Reduce 19% $(362.2K) | 0.09% | $1.5M | |||
| MSFT - MICROSOFT CORP | PUT | 0.08% | $1.4M | ||||
| USXF - ISHARES TR | 0.08% | $1.3M | +14.96% | +8.49% | |||
| GOOGL - ALPHABET INC | 0.08% | $1.3M | +1.59% | -1.12% | |||
| GOOGL - ALPHABET INC | PUT | 0.07% | $1.3M | ||||
| DMXF - ISHARES TR | 0.07% | $1.3M | +10.79% | +2.00% | |||
| USRT - ISHARES TR | Reduce 89% $(9.9M) | 0.07% | $1.3M | +1.89% | +8.76% | ||
| ESGE - ISHARES INC | Reduce 1% $(6.8K) | 0.07% | $1.2M | +19.83% | +7.82% | ||
| VSS - VANGUARD INTL EQUITY INDEX F | Reduce 11% $(142.3K) | 0.07% | $1.1M | +13.49% | +2.01% | ||
| DES - WISDOMTREE TR | 0.07% | $1.1M | -8.04% | -0.20% | |||
| NTSE - WISDOMTREE TR | Reduce 97% $(31.3M) | 0.06% | $1.1M | +15.67% | +7.09% | ||
| ESGV - VANGUARD WORLD FD | Reduce 4% $(39.4K) | 0.06% | $991.2K | +12.13% | +6.49% | ||
| SDG - ISHARES TR | Reduce 2% $(18.8K) | 0.05% | $925.7K | +0.31% | +7.07% | ||
| QQQ - INVESCO QQQ TR | New Purchase | 0.05% | $909.8K | +16.86% | +6.52% | ||
| LDUR - PIMCO ETF TR | New Purchase | 0.05% | $829.6K | +6.22% | +2.51% | ||
| DBX - DROPBOX INC | Reduce 100% | 0.00% | $0.00 | ||||
| IFGL - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| VNQI - VANGUARD INTL EQUITY INDEX F | Reduce 100% | 0.00% | $0.00 | ||||