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HALBERT HARGROVE GLOBAL ADVISORS, LLC 13F Holdings
Holdings from the most recent 13F from HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed: 2025-02-05 (Q4 2024) | Holdings: 334 | 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 | 16.52% | $297.2M | +0.80% | -7.49% | |||
| NTSX - WISDOMTREE TR | 15.78% | $284.1M | +1.29% | -6.40% | |||
| LRGF - ISHARES TR | Add 2% ($4.8M) | 11.23% | $202.1M | +0.16% | -7.59% | ||
| IWB - ISHARES TR | Reduce 1% $(1.8M) | 9.10% | $163.8M | +0.21% | -7.95% | ||
| IEFA - ISHARES TR | Add 4% ($5.0M) | 7.16% | $128.9M | +11.31% | +7.28% | ||
| IEMG - ISHARES INC | Add 2% ($2.6M) | 6.44% | $115.9M | +12.52% | +4.31% | ||
| NTSI - WISDOMTREE TR | Add 3% ($3.3M) | 6.10% | $109.8M | +8.14% | +6.12% | ||
| USFR - WISDOMTREE TR | New Purchase | 5.33% | $95.9M | +1.20% | +0.96% | ||
| INTF - ISHARES TR | Add 10% ($8.1M) | 5.01% | $90.2M | +12.32% | +7.96% | ||
| IWM - ISHARES TR | Add 2% ($1.3M) | 4.33% | $77.9M | -7.58% | -14.45% | ||
| EEM - ISHARES TR | Reduce 2% $(1.3M) | 2.96% | $53.2M | +12.09% | +4.54% | ||
| SCZ - ISHARES TR | Reduce 3% $(741.8K) | 1.53% | $27.4M | +13.47% | +7.28% | ||
| IWC - ISHARES TR | Reduce 3% $(427.3K) | 0.71% | $12.7M | -5.63% | -16.59% | ||
| VEA - VANGUARD TAX-MANAGED FDS | Reduce 1% $(141.4K) | 0.62% | $11.2M | +11.92% | +6.72% | ||
| VONE - VANGUARD SCOTTSDALE FDS | Reduce 13% $(1.4M) | 0.54% | $9.7M | +0.39% | -7.83% | ||
| PYLD - PIMCO ETF TR | Add 3% ($205.9K) | 0.42% | $7.5M | +3.09% | +0.76% | ||
| IWV - ISHARES TR | Reduce 1% $(49.5K) | 0.39% | $7.0M | -0.13% | -8.23% | ||
| BOND - PIMCO ETF TR | 0.38% | $6.9M | +2.25% | +0.88% | |||
| MSFT - MICROSOFT CORP | Reduce 30% $(2.6M) | 0.34% | $6.2M | +19.36% | +4.87% | ||
| ESGU - ISHARES TR | Reduce 4% $(229.4K) | 0.33% | $6.0M | +0.19% | -8.19% | ||
| JPIB - J P MORGAN EXCHANGE TRADED F | Add 3% ($157.5K) | 0.32% | $5.8M | +3.06% | +1.61% | ||
| MINT - PIMCO ETF TR | Add 4% ($235.8K) | 0.31% | $5.5M | +1.65% | +0.94% | ||
| AAPL - APPLE INC | Add 1% ($25.8K) | 0.22% | $4.0M | -12.64% | -14.08% | ||
| ABNB - AIRBNB INC | PUT | Reduce 16% $(657.0K) | 0.19% | $3.5M | |||
| ABNB - AIRBNB INC | Reduce 16% $(657.0K) | 0.19% | $3.5M | -0.38% | -6.52% | ||
| VTWO - VANGUARD SCOTTSDALE FDS | Reduce 3% $(88.3K) | 0.17% | $3.0M | -7.51% | -14.40% | ||
| AAPL - APPLE INC | PUT | 0.15% | $2.7M | ||||
| TT - TRANE TECHNOLOGIES PLC | 0.14% | $2.6M | +19.77% | +13.68% | |||
| TT - TRANE TECHNOLOGIES PLC | PUT | 0.14% | $2.6M | ||||
| EFA - ISHARES TR | Reduce 98% $(90.2M) | 0.11% | $2.0M | +11.00% | +7.34% | ||
| ESGD - ISHARES TR | Add 3% ($50.9K) | 0.10% | $1.8M | +10.51% | +6.96% | ||
| ISRG - INTUITIVE SURGICAL INC | 0.10% | $1.7M | -12.00% | -10.51% | |||
| ISRG - INTUITIVE SURGICAL INC | PUT | 0.10% | $1.7M | ||||
| SUSB - ISHARES TR | Reduce 2% $(37.1K) | 0.09% | $1.7M | +2.74% | +1.67% | ||
| USXF - ISHARES TR | Add 5% ($69.0K) | 0.08% | $1.5M | +3.78% | -7.10% | ||
| LLY - ELI LILLY & CO | Reduce 14% $(223.9K) | 0.08% | $1.4M | -5.27% | -7.51% | ||
| GOOGL - ALPHABET INC | 0.08% | $1.4M | -9.72% | -13.76% | |||
| MSFT - MICROSOFT CORP | PUT | 0.07% | $1.3M | ||||
| GOOGL - ALPHABET INC | PUT | 0.07% | $1.3M | ||||
| LLY - ELI LILLY & CO | PUT | New Purchase | 0.07% | $1.3M | |||
| QQQ - INVESCO QQQ TR | Add 18% ($192.2K) | 0.07% | $1.3M | +2.89% | -8.58% | ||
| DES - WISDOMTREE TR | 0.07% | $1.2M | -9.44% | -12.60% | |||
| USRT - ISHARES TR | Reduce 13% $(180.6K) | 0.06% | $1.2M | -3.45% | -3.52% | ||
| ESGE - ISHARES INC | Add 2% ($17.9K) | 0.06% | $1.2M | +13.09% | +4.31% | ||
| ESGV - VANGUARD WORLD FD | Reduce 1% $(9.0K) | 0.06% | $1.1M | -0.34% | -9.02% | ||
| ZION - ZIONS BANCORPORATION N A | New Purchase | 0.06% | $1.0M | -12.18% | -21.17% | ||
| SUSC - ISHARES TR | Add 3% ($27.1K) | 0.06% | $991.9K | +2.14% | +0.23% | ||
| VSS - VANGUARD INTL EQUITY INDEX F | Reduce 2% $(15.0K) | 0.05% | $983.5K | +13.18% | +5.31% | ||
| SDG - ISHARES TR | Add 4% ($34.2K) | 0.05% | $895.9K | +3.81% | +1.08% | ||
| AAPL - APPLE INC | CALL | Reduce 100% | 0.00% | $0.00 | |||
| DMXF - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| NTSE - WISDOMTREE TR | Reduce 100% | 0.00% | $0.00 | ||||