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HALBERT HARGROVE GLOBAL ADVISORS, LLC 13F Holdings
Holdings from the most recent 13F from HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed: 2025-07-17 (Q2 2025) | Holdings: 311 | Value: $1.9B | 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 | 16.10% | $308.7M | +8.68% | +7.01% | |||
| NTSX - WISDOMTREE TR | 15.67% | $300.5M | +8.93% | +8.42% | |||
| LRGF - ISHARES TR | 11.38% | $218.1M | +7.04% | +6.21% | |||
| IWB - ISHARES TR | Add 2783% ($152.9M) | 8.26% | $158.4M | +8.27% | +6.71% | ||
| IEFA - ISHARES TR | Reduce 1% $(1.9M) | 7.85% | $150.5M | +8.12% | +6.83% | ||
| IEMG - ISHARES INC | 6.98% | $133.8M | +8.99% | +10.48% | |||
| NTSI - WISDOMTREE TR | 6.73% | $129.0M | |||||
| INTF - ISHARES TR | 5.71% | $109.4M | |||||
| IWM - ISHARES TR | Add 2% ($1.4M) | 4.05% | $77.6M | +13.00% | +10.46% | ||
| SPDW - SPDR INDEX SHS FDS | New Purchase | 3.31% | $63.4M | +10.01% | +8.06% | ||
| EEM - ISHARES TR | Reduce 3% $(1.7M) | 2.99% | $57.4M | ||||
| EFA - ISHARES TR | Reduce 67% $(71.8M) | 1.84% | $35.3M | +8.40% | +7.04% | ||
| SCZ - ISHARES TR | Reduce 5% $(1.6M) | 1.51% | $29.0M | ||||
| VEA - VANGUARD TAX-MANAGED FDS | Reduce 4% $(509.7K) | 0.65% | $12.5M | +10.04% | +7.86% | ||
| IWC - ISHARES TR | Reduce 9% $(1.2M) | 0.61% | $11.8M | +22.13% | +17.53% | ||
| VONE - VANGUARD SCOTTSDALE FDS | Add 8% ($752.4K) | 0.54% | $10.4M | +8.24% | +6.68% | ||
| PYLD - PIMCO ETF TR | Add 1% ($91.0K) | 0.42% | $8.0M | +4.13% | +3.67% | ||
| BOND - PIMCO ETF TR | Reduce 1% $(77.7K) | 0.37% | $7.2M | +4.22% | +4.67% | ||
| IWV - ISHARES TR | 0.33% | $6.4M | +8.40% | +6.76% | |||
| JPIB - J P MORGAN EXCHANGE TRADED F | Add 2% ($118.3K) | 0.32% | $6.2M | +2.55% | +2.73% | ||
| ESGU - ISHARES TR | Reduce 9% $(578.0K) | 0.29% | $5.6M | +8.72% | +7.03% | ||
| MINT - PIMCO ETF TR | Reduce 4% $(192.1K) | 0.27% | $5.1M | ||||
| MSFT - MICROSOFT CORP | Reduce 21% $(1.1M) | 0.22% | $4.1M | -6.66% | +0.61% | ||
| ABNB - AIRBNB INC | 0.18% | $3.5M | -8.29% | -9.13% | |||
| ABNB - AIRBNB INC | PUT | 0.18% | $3.5M | ||||
| VTWO - VANGUARD SCOTTSDALE FDS | Reduce 2% $(69.2K) | 0.18% | $3.5M | +13.08% | +10.49% | ||
| AAPL - APPLE INC | Add 2% ($49.7K) | 0.17% | $3.3M | +32.25% | +24.50% | ||
| BALL - BALL CORP | New Purchase | 0.14% | $2.7M | -11.78% | -15.93% | ||
| ISRG - INTUITIVE SURGICAL INC | Reduce 7% $(171.7K) | 0.13% | $2.5M | +4.25% | -11.87% | ||
| ESGD - ISHARES TR | Reduce 8% $(202.4K) | 0.12% | $2.2M | +7.84% | +6.90% | ||
| VFMF - VANGUARD WELLINGTON FD | Add 133% ($1.2M) | 0.11% | $2.1M | +12.75% | +6.14% | ||
| HD - HOME DEPOT INC | New Purchase | 0.10% | $1.9M | +1.12% | +8.64% | ||
| HD - HOME DEPOT INC | PUT | New Purchase | 0.09% | $1.8M | |||
| ISRG - INTUITIVE SURGICAL INC | PUT | 0.09% | $1.8M | ||||
| AAPL - APPLE INC | PUT | Reduce 20% $(430.9K) | 0.09% | $1.8M | |||
| USXF - ISHARES TR | New Purchase | 0.09% | $1.7M | +4.03% | +4.25% | ||
| GOOGL - ALPHABET INC | Reduce 1% $(10.4K) | 0.08% | $1.5M | ||||
| LLY - ELI LILLY & CO | Reduce 1% $(21.8K) | 0.08% | $1.4M | +35.01% | +6.14% | ||
| GOOGL - ALPHABET INC | PUT | Add 8% ($105.7K) | 0.07% | $1.4M | |||
| QQQ - INVESCO QQQ TR | Reduce 2% $(24.8K) | 0.07% | $1.3M | +9.09% | +8.72% | ||
| LLY - ELI LILLY & CO | PUT | 0.07% | $1.3M | ||||
| ESGE - ISHARES INC | Reduce 5% $(68.5K) | 0.07% | $1.3M | +9.62% | +11.04% | ||
| DES - WISDOMTREE TR | 0.06% | $1.2M | |||||
| VSS - VANGUARD INTL EQUITY INDEX F | Reduce 3% $(28.6K) | 0.05% | $1.0M | +6.33% | +5.44% | ||
| ZION - ZIONS BANCORPORATION N A | 0.05% | $992.5K | +5.41% | -7.91% | |||
| GOOG - ALPHABET INC | Reduce 15% $(145.8K) | 0.04% | $834.0K | ||||
| USRT - ISHARES TR | Reduce 26% $(286.4K) | 0.04% | $830.2K | ||||
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 15% $(131.7K) | 0.04% | $721.2K | +6.92% | +9.08% | ||
| GOOG - ALPHABET INC | PUT | New Purchase | 0.04% | $709.6K | |||
| AOR - ISHARES TR | New Purchase | 0.04% | $703.2K | +6.81% | +6.06% | ||
| DMXF - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| PH - PARKER-HANNIFIN CORP | Reduce 100% | 0.00% | $0.00 | ||||
| BIL - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||
| ESGV - VANGUARD WORLD FD | Reduce 100% | 0.00% | $0.00 | ||||
| VOO - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| TT - TRANE TECHNOLOGIES PLC | PUT | Reduce 100% | 0.00% | $0.00 | |||
| TT - TRANE TECHNOLOGIES PLC | Reduce 100% | 0.00% | $0.00 | ||||