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HALBERT HARGROVE GLOBAL ADVISORS, LLC

13F
HALBERT HARGROVE GLOBAL ADVISORS, LLC
Last update 2024-10-17 91 Stocks (7 new)
Value $1.82 Bil Turnover 2 %
Countries:
Top Holdings: IVV(15.94%)NTSX(15.75%)LRGF(10.54%)IWB(8.86%)IEFA(7.54%)
Portfolio Report
Summary Stock Picks Current Portfolio
HALBERT HARGROVE GLOBAL ADVISO... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
503,945
290685.670
-0.34%
15.940
-0.05%
0.050
+6.95%
+21.99%
547129.357
 
NTSX 		WisdomTree U.S. Efficient Core Fund
6,113,051
287252.290
+0.31%
15.750
+0.05%
24.350
+6.80%
+18.75%
1171.418
 
LRGF 		iShares U.S. Equity Factor ETF
3,270,070
192182.010
+1.92%
10.540
+0.20%
8.840
+6.85%
+23.11%
2217.603
 
IWB 		iShares Russell 1000 ETF
514,129
161637.160
+11.87%
8.860
+0.94%
0.430
+6.94%
+21.31%
38163.646
 
IEFA 		iShares Core MSCI EAFE ETF
1,761,999
137523.990
+1.54%
7.540
+0.11%
0.110
+0.69%
+5.54%
121650.355
 
IEMG 		iShares Core MSCI Emerging Markets ETF
2,170,348
124599.700
+0.41%
6.830
+0.03%
0.150
+5.71%
+10.46%
82565.320
 
NTSI 		WisdomTree International Efficient Core Fund
3,032,083
118961.670
+1.32%
6.520
+0.09%
32.600
-1.01%
+3.12%
342.816
 
EFA 		iShares MSCI EAFE ETF
1,219,891
102019.490
-18.50%
5.590
-1.26%
0.170
+0.58%
+5.77%
55576.284
 
INTF 		iShares International Equity Factor ETF
2,860,524
89906.280
+4.85%
4.930
+0.23%
7.320
+0.94%
+6.99%
1193.528
 
IWM 		iShares Russell 2000 ETF
346,312
76496.960
+0.12%
4.190
0%
0.110
-0.47%
+10.37%
69399.557
 

HALBERT HARGROVE GLOBAL ADVISORS, LLC's Historical Top Holdings Breakdowns

HALBERT HARGROVE GLOBAL ADVISORS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
EFA 		iShares MSCI EAFE ETF2024-09-30Reduce
-1.26%
●
75.32 ($80.46) 84.43
$79.71
-0.93%
Reduce -18.5%
1,219,891
-276,877
IWB 		iShares Russell 1000 ETF2024-09-30Add
+0.94%
●
283.28 ($302.84) 314.39
$318.16
5.06%
Add 11.87%
514,129
54,548
JPIE 		JPMorgan Income ETF2024-09-30Sold Out
-0.42%
●
45.17 ($45.88) 46.39
$45.88
0%
Sold Out
0
-157,938
PYLD 		PIMCO Multisector Bond Active Exchange-Traded Fund2024-09-30New Buy
+0.41%
●
25.46 ($26.2) 26.68
$26.14
-0.23%
New holding
281,224
281,224
EEM 		iShares MSCI Emerging Markets ETF2024-09-30Reduce
-0.30%
●
40.42 ($43.12) 46.7
$44.74
3.76%
Reduce -8.51%
1,304,413
-121,339
SCZ 		iShares MSCI EAFE Small-Cap ETF2024-09-30Reduce
-0.27%
●
60.13 ($64.35) 68.17
$63.74
-0.95%
Reduce -13.89%
464,044
-74,860
INTF 		iShares International Equity Factor ETF2024-09-30Add
+0.23%
●
28.08 ($30.19) 31.79
$29.99
-0.66%
Add 4.85%
2,860,524
132,238
LRGF 		iShares U.S. Equity Factor ETF2024-09-30Add
+0.20%
●
52.89 ($56.61) 58.77
$59.45
5.02%
Add 1.92%
3,270,070
61,704
IEFA 		iShares Core MSCI EAFE ETF2024-09-30Add
+0.11%
●
70.09 ($74.86) 78.74
$74.25
-0.81%
Add 1.54%
1,761,999
26,640
ABNB 		Airbnb Inc2024-09-30Reduce
-0.09%
●
113.01 ($129.67) 154.34
$136.50
5.27%
Reduce -24.1%
31,500
-10,000

HALBERT HARGROVE GLOBAL ADVISORS, LLC Total Holding History ($B)

To

HALBERT HARGROVE GLOBAL ADVISORS, LLC's Asset Allocation

To

HALBERT HARGROVE GLOBAL ADVISORS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

HALBERT HARGROVE GLOBAL ADVISORS, LLC's Hypothetical Growth since 2024-09-30

HALBERT HARGROVE GLOBAL ADVISORS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

HALBERT HARGROVE GLOBAL ADVISORS, LLC's Holdings Heat Map

Size field:

HALBERT HARGROVE GLOBAL ADVISORS, LLC's Holdings Bubble Chart

HALBERT HARGROVE GLOBAL ADVISORS, LLC News

  • 1

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