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HALBERT HARGROVE GLOBAL ADVISORS, LLC 13F Holdings
Holdings from the most recent 13F from HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed: 2025-04-17 (Q1 2025) | Holdings: 682 | 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 | Reduce 1% $(3.5M) | 15.83% | $280.2M | +16.85% | |||
| NTSX - WISDOMTREE TR | Reduce 1% $(3.0M) | 15.41% | $272.7M | +15.95% | |||
| LRGF - ISHARES TR | Add 1% ($2.4M) | 11.09% | $196.3M | +16.61% | |||
| BIL - SPDR SER TR | New Purchase | 8.44% | $149.4M | +0.73% | |||
| IEFA - ISHARES TR | 7.80% | $138.1M | +9.45% | ||||
| IEMG - ISHARES INC | Add 1% ($912.8K) | 6.82% | $120.7M | +15.68% | |||
| NTSI - WISDOMTREE TR | 6.74% | $119.3M | |||||
| INTF - ISHARES TR | Add 1% ($1.2M) | 5.54% | $98.1M | ||||
| EFA - ISHARES TR | Add 4335% ($95.7M) | 5.53% | $97.9M | +9.34% | |||
| IWM - ISHARES TR | 3.98% | $70.5M | +14.89% | ||||
| EEM - ISHARES TR | Reduce 4% $(2.0M) | 3.03% | $53.6M | ||||
| SCZ - ISHARES TR | Reduce 7% $(2.0M) | 1.51% | $26.7M | ||||
| VEA - VANGUARD TAX-MANAGED FDS | Reduce 2% $(285.6K) | 0.65% | $11.6M | +10.46% | |||
| IWC - ISHARES TR | Add 4% ($410.7K) | 0.63% | $11.2M | +21.60% | |||
| VONE - VANGUARD SCOTTSDALE FDS | Reduce 6% $(543.3K) | 0.49% | $8.7M | +16.86% | |||
| PYLD - PIMCO ETF TR | Add 3% ($232.5K) | 0.44% | $7.9M | +3.30% | |||
| BOND - PIMCO ETF TR | Add 4% ($248.4K) | 0.41% | $7.3M | +2.44% | |||
| JPIB - J P MORGAN EXCHANGE TRADED F | Add 1% ($51.4K) | 0.34% | $6.0M | +2.38% | |||
| IWV - ISHARES TR | Reduce 13% $(854.1K) | 0.33% | $5.8M | +16.89% | |||
| ESGU - ISHARES TR | 0.32% | $5.6M | +17.31% | ||||
| MINT - PIMCO ETF TR | Reduce 4% $(217.6K) | 0.30% | $5.3M | ||||
| IWB - ISHARES TR | Reduce 97% $(151.0M) | 0.28% | $5.0M | +16.85% | |||
| MSFT - MICROSOFT CORP | Reduce 28% $(1.6M) | 0.22% | $3.9M | +35.93% | |||
| AAPL - APPLE INC | 0.20% | $3.6M | +4.43% | ||||
| VTWO - VANGUARD SCOTTSDALE FDS | Add 21% ($567.8K) | 0.19% | $3.3M | +14.94% | |||
| ABNB - AIRBNB INC | 0.18% | $3.2M | +16.48% | ||||
| ABNB - AIRBNB INC | PUT | 0.18% | $3.2M | ||||
| PH - PARKER-HANNIFIN CORP | New Purchase | 0.14% | $2.6M | +22.34% | |||
| ISRG - INTUITIVE SURGICAL INC | Add 47% ($773.1K) | 0.14% | $2.4M | +9.60% | |||
| TT - TRANE TECHNOLOGIES PLC | Add 1% ($22.6K) | 0.13% | $2.4M | ||||
| AAPL - APPLE INC | PUT | 0.13% | $2.4M | ||||
| TT - TRANE TECHNOLOGIES PLC | PUT | 0.13% | $2.4M | ||||
| ESGD - ISHARES TR | Add 17% ($330.1K) | 0.13% | $2.2M | +9.34% | |||
| ISRG - INTUITIVE SURGICAL INC | PUT | 0.09% | $1.6M | ||||
| LLY - ELI LILLY & CO | Add 3% ($41.3K) | 0.09% | $1.5M | -5.65% | |||
| LLY - ELI LILLY & CO | PUT | 0.08% | $1.4M | ||||
| GOOGL - ALPHABET INC | Add 18% ($194.8K) | 0.07% | $1.3M | ||||
| ESGE - ISHARES INC | Add 2% ($18.4K) | 0.07% | $1.2M | +16.61% | |||
| DMXF - ISHARES TR | New Purchase | 0.07% | $1.2M | +10.79% | |||
| QQQ - INVESCO QQQ TR | Add 1% ($14.1K) | 0.07% | $1.2M | +23.63% | |||
| DES - WISDOMTREE TR | 0.07% | $1.2M | |||||
| USRT - ISHARES TR | Reduce 3% $(30.6K) | 0.06% | $1.1M | ||||
| GOOGL - ALPHABET INC | PUT | 0.06% | $1.1M | ||||
| ZION - ZIONS BANCORPORATION N A | 0.05% | $952.8K | +14.28% | ||||
| ESGV - VANGUARD WORLD FD | Reduce 8% $(81.6K) | 0.05% | $901.2K | +18.32% | |||
| VSS - VANGUARD INTL EQUITY INDEX F | Reduce 10% $(97.7K) | 0.05% | $895.5K | +13.17% | |||
| VFMF - VANGUARD WELLINGTON FD | New Purchase | 0.05% | $865.1K | +12.60% | |||
| GOOG - ALPHABET INC | New Purchase | 0.05% | $862.9K | ||||
| VOO - VANGUARD INDEX FDS | New Purchase | 0.05% | $856.4K | +16.85% | |||
| VWO - VANGUARD INTL EQUITY INDEX F | New Purchase | 0.04% | $780.5K | +12.96% | |||
| USFR - WISDOMTREE TR | Reduce 100% | 0.00% | $0.00 | ||||
| SUSB - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| USXF - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| SUSC - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| MSFT - MICROSOFT CORP | PUT | Reduce 100% | 0.00% | $0.00 | |||
| SDG - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||