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HALBERT HARGROVE GLOBAL ADVISORS, LLC 13F Holdings
Holdings from the most recent 13F from HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed: 2024-10-16 (Q3 2024) | Holdings: 103 | Value: $1.8B | 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 | 15.94% | $290.7M | +4.61% | +2.31% | |||
| NTSX - WISDOMTREE TR | 15.75% | $287.3M | +4.49% | +0.99% | |||
| LRGF - ISHARES TR | Add 2% ($3.6M) | 10.54% | $192.2M | +5.25% | +2.92% | ||
| IWB - ISHARES TR | Add 12% ($17.1M) | 8.86% | $161.6M | +4.68% | +2.86% | ||
| IEFA - ISHARES TR | Add 2% ($2.1M) | 7.54% | $137.5M | +10.71% | -4.85% | ||
| IEMG - ISHARES INC | 6.83% | $124.6M | +8.46% | -5.75% | |||
| NTSI - WISDOMTREE TR | Add 1% ($1.6M) | 6.52% | $119.0M | +6.94% | -5.74% | ||
| EFA - ISHARES TR | Reduce 18% $(23.2M) | 5.59% | $102.0M | +10.54% | -4.72% | ||
| INTF - ISHARES TR | Add 5% ($4.2M) | 4.93% | $89.9M | +12.32% | -4.20% | ||
| IWM - ISHARES TR | 4.19% | $76.5M | -5.84% | -0.34% | |||
| EEM - ISHARES TR | Reduce 9% $(5.6M) | 3.28% | $59.8M | +8.46% | -5.72% | ||
| SCZ - ISHARES TR | Reduce 14% $(5.1M) | 1.72% | $31.4M | +11.54% | -5.47% | ||
| VEA - VANGUARD TAX-MANAGED FDS | Reduce 9% $(1.2M) | 0.68% | $12.5M | +11.07% | -4.65% | ||
| IWC - ISHARES TR | Reduce 3% $(425.0K) | 0.68% | $12.4M | -2.01% | +0.46% | ||
| VONE - VANGUARD SCOTTSDALE FDS | Reduce 7% $(812.2K) | 0.59% | $10.8M | +4.75% | +2.80% | ||
| MSFT - MICROSOFT CORP | 0.49% | $9.0M | +17.23% | +1.78% | |||
| PYLD - PIMCO ETF TR | New Purchase | 0.41% | $7.5M | +4.49% | +0.39% | ||
| BOND - PIMCO ETF TR | Reduce 1% $(84.4K) | 0.40% | $7.2M | +1.93% | -1.79% | ||
| IWV - ISHARES TR | Reduce 1% $(78.4K) | 0.38% | $6.9M | +4.12% | +2.67% | ||
| ESGU - ISHARES TR | Reduce 9% $(611.1K) | 0.33% | $6.1M | +4.01% | +2.64% | ||
| JPIB - J P MORGAN EXCHANGE TRADED F | Add 3% ($175.5K) | 0.32% | $5.8M | +3.91% | -0.37% | ||
| MINT - PIMCO ETF TR | Add 2% ($118.9K) | 0.29% | $5.3M | +3.25% | +1.33% | ||
| ABNB - AIRBNB INC | PUT | Reduce 24% $(1.3M) | 0.22% | $4.0M | |||
| ABNB - AIRBNB INC | Reduce 24% $(1.3M) | 0.22% | $4.0M | -4.44% | -0.43% | ||
| AAPL - APPLE INC | Reduce 3% $(106.0K) | 0.20% | $3.7M | -13.35% | -1.37% | ||
| VTWO - VANGUARD SCOTTSDALE FDS | Reduce 3% $(109.3K) | 0.17% | $3.1M | -5.70% | -0.28% | ||
| TT - TRANE TECHNOLOGIES PLC | PUT | 0.15% | $2.7M | ||||
| TT - TRANE TECHNOLOGIES PLC | 0.15% | $2.7M | +6.83% | -3.23% | |||
| AAPL - APPLE INC | PUT | Reduce 4% $(116.5K) | 0.14% | $2.5M | |||
| AAPL - APPLE INC | CALL | New Purchase | 0.12% | $2.2M | |||
| ESGD - ISHARES TR | Reduce 1% $(23.2K) | 0.10% | $1.9M | +9.61% | -4.86% | ||
| LLY - ELI LILLY & CO | 0.10% | $1.9M | -13.51% | -21.07% | |||
| SUSB - ISHARES TR | Reduce 22% $(473.8K) | 0.09% | $1.7M | +3.47% | +0.20% | ||
| ISRG - INTUITIVE SURGICAL INC | PUT | Reduce 6% $(98.3K) | 0.09% | $1.6M | |||
| ISRG - INTUITIVE SURGICAL INC | Reduce 8% $(147.4K) | 0.09% | $1.6M | +8.43% | +23.19% | ||
| USRT - ISHARES TR | 0.08% | $1.4M | -7.29% | -6.47% | |||
| USXF - ISHARES TR | Reduce 1% $(9.2K) | 0.08% | $1.4M | +4.22% | +0.45% | ||
| MSFT - MICROSOFT CORP | PUT | 0.08% | $1.4M | ||||
| DES - WISDOMTREE TR | 0.07% | $1.2M | -9.69% | -0.77% | |||
| ESGE - ISHARES INC | Reduce 3% $(37.9K) | 0.07% | $1.2M | +10.71% | -5.22% | ||
| DMXF - ISHARES TR | Reduce 9% $(118.5K) | 0.07% | $1.2M | +7.02% | -5.64% | ||
| GOOGL - ALPHABET INC | 0.06% | $1.2M | +3.35% | +18.40% | |||
| GOOGL - ALPHABET INC | PUT | 0.06% | $1.2M | ||||
| VSS - VANGUARD INTL EQUITY INDEX F | Reduce 9% $(111.1K) | 0.06% | $1.1M | +9.48% | -5.87% | ||
| ESGV - VANGUARD WORLD FD | Reduce 1% $(14.0K) | 0.06% | $1.0M | +4.42% | +3.08% | ||
| SDG - ISHARES TR | Reduce 2% $(24.6K) | 0.06% | $1.0M | -4.83% | -10.96% | ||
| QQQ - INVESCO QQQ TR | Add 10% ($89.8K) | 0.06% | $1.0M | +9.47% | +5.27% | ||
| SUSC - ISHARES TR | New Purchase | 0.06% | $1.0M | +1.10% | -2.38% | ||
| NTSE - WISDOMTREE TR | Reduce 21% $(235.9K) | 0.05% | $913.4K | +6.90% | -7.90% | ||
| JPIE - J P MORGAN EXCHANGE TRADED F | Reduce 100% | 0.00% | $0.00 | ||||
| LLY - ELI LILLY & CO | PUT | Reduce 100% | 0.00% | $0.00 | |||
| LDUR - PIMCO ETF TR | Reduce 100% | 0.00% | $0.00 | ||||