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HALBERT HARGROVE GLOBAL ADVISORS, LLC 13F Holdings
Holdings from the most recent 13F from HALBERT HARGROVE GLOBAL ADVISORS, LLC
Filed: 2025-10-16 (Q3 2025) | Holdings: 736 | Value: $2.1B | 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 1% ($3.1M) | 16.30% | $335.9M | +3.39% | |||
| NTSX - WISDOMTREE TR | Reduce 9% $(28.2M) | 14.34% | $295.5M | +2.20% | |||
| LRGF - ISHARES TR | Add 2% ($5.6M) | 11.68% | $240.6M | +2.53% | |||
| IWB - ISHARES TR | Add 2% ($2.7M) | 8.40% | $173.1M | +3.31% | |||
| IEFA - ISHARES TR | Add 1% ($1.8M) | 7.73% | $159.2M | +2.45% | |||
| IEMG - ISHARES INC | Add 1% ($2.0M) | 7.23% | $148.9M | +0.59% | |||
| NTSI - WISDOMTREE TR | Reduce 1% $(1.0M) | 6.48% | $133.5M | ||||
| INTF - ISHARES TR | Add 2% ($2.4M) | 5.69% | $117.2M | ||||
| IWM - ISHARES TR | Add 2% ($1.7M) | 4.30% | $88.6M | +4.33% | |||
| SPDW - SPDR INDEX SHS FDS | Add 1% ($801.5K) | 3.29% | $67.8M | +3.13% | |||
| EEM - ISHARES TR | Reduce 3% $(2.1M) | 2.98% | $61.5M | ||||
| EFA - ISHARES TR | Add 6% ($2.4M) | 1.91% | $39.3M | +2.62% | |||
| SCZ - ISHARES TR | Reduce 3% $(1.0M) | 1.43% | $29.6M | ||||
| IWC - ISHARES TR | Reduce 2% $(333.8K) | 0.65% | $13.4M | +6.78% | |||
| VEA - VANGUARD TAX-MANAGED FDS | Reduce 3% $(389.2K) | 0.62% | $12.7M | +3.32% | |||
| VONE - VANGUARD SCOTTSDALE FDS | Reduce 3% $(361.0K) | 0.52% | $10.8M | +3.24% | |||
| PYLD - PIMCO ETF TR | Add 1% ($57.8K) | 0.40% | $8.1M | +0.62% | |||
| IWV - ISHARES TR | Add 5% ($350.5K) | 0.35% | $7.2M | +3.36% | |||
| BOND - PIMCO ETF TR | Reduce 2% $(112.9K) | 0.35% | $7.2M | -0.29% | |||
| JPIB - J P MORGAN EXCHANGE TRADED F | Add 1% ($73.1K) | 0.31% | $6.3M | +0.01% | |||
| ESGU - ISHARES TR | Add 1% ($46.4K) | 0.30% | $6.1M | +3.53% | |||
| MINT - PIMCO ETF TR | Reduce 2% $(109.7K) | 0.24% | $5.0M | ||||
| MSFT - MICROSOFT CORP | Add 6% ($259.0K) | 0.22% | $4.6M | -5.82% | |||
| AAPL - APPLE INC | Add 7% ($304.3K) | 0.22% | $4.5M | +12.31% | |||
| VTWO - VANGUARD SCOTTSDALE FDS | Reduce 5% $(204.7K) | 0.18% | $3.7M | +4.43% | |||
| ABNB - AIRBNB INC | 0.16% | $3.2M | +4.33% | ||||
| ABNB - AIRBNB INC | PUT | 0.16% | $3.2M | ||||
| BALL - BALL CORP | Add 2% ($56.2K) | 0.12% | $2.5M | +6.18% | |||
| ESGD - ISHARES TR | Add 2% ($42.0K) | 0.12% | $2.4M | +2.31% | |||
| AAPL - APPLE INC | PUT | Add 7% ($152.8K) | 0.11% | $2.3M | |||
| VFMF - VANGUARD WELLINGTON FD | Reduce 4% $(89.4K) | 0.11% | $2.2M | +7.73% | |||
| GOOGL - ALPHABET INC | Add 6% ($116.9K) | 0.10% | $2.1M | ||||
| HD - HOME DEPOT INC | Add 3% ($69.3K) | 0.10% | $2.1M | -6.83% | |||
| ISRG - INTUITIVE SURGICAL INC | Reduce 1% $(16.1K) | 0.10% | $2.0M | +24.05% | |||
| HD - HOME DEPOT INC | PUT | 0.10% | $2.0M | ||||
| TMUS - T-MOBILE US INC | New Purchase | 0.09% | $1.9M | -13.66% | |||
| TMUS - T-MOBILE US INC | PUT | New Purchase | 0.09% | $1.9M | |||
| USXF - ISHARES TR | Reduce 1% $(25.2K) | 0.08% | $1.7M | +1.29% | |||
| QQQ - INVESCO QQQ TR | Add 15% ($216.2K) | 0.08% | $1.7M | +2.62% | |||
| ISRG - INTUITIVE SURGICAL INC | PUT | 0.07% | $1.5M | ||||
| ESGE - ISHARES INC | 0.07% | $1.4M | +0.66% | ||||
| LLY - ELI LILLY & CO | 0.07% | $1.4M | +30.43% | ||||
| GOOGL - ALPHABET INC | PUT | Reduce 27% $(510.5K) | 0.07% | $1.4M | |||
| IWD - ISHARES TR | New Purchase | 0.06% | $1.3M | +4.90% | |||
| LLY - ELI LILLY & CO | PUT | 0.06% | $1.3M | ||||
| GOOG - ALPHABET INC | Add 10% ($112.8K) | 0.06% | $1.3M | ||||
| DES - WISDOMTREE TR | 0.06% | $1.2M | |||||
| ZION - ZIONS BANCORPORATION N A | 0.05% | $1.1M | +21.33% | ||||
| VSS - VANGUARD INTL EQUITY INDEX F | Reduce 3% $(28.9K) | 0.05% | $1.0M | +1.56% | |||
| GOOG - ALPHABET INC | PUT | 0.05% | $974.2K | ||||
| AOR - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| USRT - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 100% | 0.00% | $0.00 | ||||