$1.57 Billion is the total value of HALBERT HARGROVE GLOBAL ADVISORS, LLC's 221 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 18.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NTSX | Sell | WISDOMTREE TRus efficient cor | $243,701,000 | -8.2% | 5,497,423 | -15.6% | 15.50% | -16.0% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $237,444,000 | +11.9% | 497,797 | +1.1% | 15.10% | +2.4% |
| IWB | Sell | ISHARES TRrus 1000 etf | $133,147,000 | +8.3% | 503,525 | -1.0% | 8.47% | -0.9% |
| IEFA | Buy | ISHARES TRcore msci eafe | $129,335,000 | +2.7% | 1,732,778 | +2.2% | 8.23% | -6.0% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $102,006,000 | +701.4% | 932,325 | +709.8% | 6.49% | +633.1% |
| SHV | New | ISHARES TRshort treas bd | $97,739,000 | – | 885,159 | +100.0% | 6.22% | – |
| IEMG | Buy | ISHARES INCcore msci emkt | $97,215,000 | -1.9% | 1,624,045 | +1.3% | 6.18% | -10.2% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $79,018,000 | +1.8% | 355,217 | +0.1% | 5.03% | -6.8% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $72,063,000 | +4.4% | 1,475,187 | +7.7% | 4.58% | -4.5% |
| NTSI | New | WISDOMTREE TRinternationl efi | $64,275,000 | – | 1,591,921 | +100.0% | 4.09% | – |
| SCZ | Buy | ISHARES TReafe sml cp etf | $42,490,000 | -0.2% | 581,341 | +1.6% | 2.70% | -8.7% |
| SWAN | Sell | AMPLIFY ETF TRblackswan grwt | $30,438,000 | -65.6% | 881,241 | -65.9% | 1.94% | -68.5% |
| IWC | Buy | ISHARES TRmicro-cap etf | $27,972,000 | -2.2% | 200,184 | +1.0% | 1.78% | -10.5% |
| NTSE | New | WISDOMTREE TRemerging markets | $26,724,000 | – | 718,888 | +100.0% | 1.70% | – |
| USRT | Buy | ISHARES TRcre u s reit etf | $19,295,000 | +21.1% | 285,467 | +5.1% | 1.23% | +10.8% |
| AAPL | Sell | APPLE INC | $16,396,000 | +22.6% | 92,334 | -2.3% | 1.04% | +12.3% |
| IFGL | Buy | ISHARES TRintl dev re etf | $16,183,000 | +7.8% | 567,807 | +5.9% | 1.03% | -1.4% |
| IEF | Sell | ISHARES TRbarclays 7 10 yr | $8,171,000 | -78.2% | 71,051 | -78.2% | 0.52% | -80.0% |
| MSFT | Sell | MICROSOFT CORP | $7,953,000 | +12.9% | 23,647 | -5.4% | 0.51% | +3.3% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $6,715,000 | +7.0% | 66,116 | +7.3% | 0.43% | -2.1% |
| ESGU | Sell | ISHARES TResg awr msci usa | $5,851,000 | +7.2% | 54,227 | -2.2% | 0.37% | -1.8% |
| LRGF | Buy | ISHARES TRmsci usa multift | $4,505,000 | +52.8% | 96,749 | +38.3% | 0.29% | +40.0% |
| EFA | Sell | ISHARES TRmsci eafe etf | $4,405,000 | -95.7% | 55,991 | -95.7% | 0.28% | -96.0% |
| IWV | Sell | ISHARES TRrussell 3000 etf | $4,216,000 | -65.2% | 15,194 | -68.0% | 0.27% | -68.2% |
| AMZN | Sell | AMAZON COM INC | $3,965,000 | -3.5% | 1,189 | -4.9% | 0.25% | -11.6% |
| INTF | Buy | ISHARES TRmsci intl multft | $3,836,000 | +138.9% | 133,090 | +140.6% | 0.24% | +117.9% |
| AAPL | New | APPLE INCput | $3,676,000 | – | 20,700 | +100.0% | 0.23% | – |
| CBOE | Buy | CBOE GLOBAL MKTS INC | $2,884,000 | +5.3% | 22,114 | +0.0% | 0.18% | -3.7% |
| MSFT | New | MICROSOFT CORPput | $2,455,000 | – | 7,300 | +100.0% | 0.16% | – |
| JPIB | Buy | J P MORGAN EXCHANGE-TRADED Fintl bd opp etf | $2,272,000 | +20.3% | 44,867 | +22.1% | 0.14% | +10.7% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $2,281,000 | +7.5% | 787 | -0.8% | 0.14% | -1.4% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $2,270,000 | +9.0% | 7,592 | -0.6% | 0.14% | -0.7% |
| FB | Sell | META PLATFORMS INCcl a | $2,170,000 | -5.8% | 6,450 | -5.0% | 0.14% | -13.8% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,659,000 | +2.2% | 573 | -5.9% | 0.11% | -6.2% |
| SHOP | Buy | SHOPIFY INCcl a | $1,654,000 | +1.7% | 1,201 | +0.1% | 0.10% | -7.1% |
| TWLO | New | TWILIO INCcl a | $1,526,000 | – | 5,794 | +100.0% | 0.10% | – |
| TT | Sell | TRANE TECHNOLOGIES PLC | $1,505,000 | +17.0% | 7,447 | -0.0% | 0.10% | +7.9% |
| TWLO | New | TWILIO INCput | $1,475,000 | – | 5,600 | +100.0% | 0.09% | – |
| SUSC | Buy | ISHARES TResg awre usd etf | $1,464,000 | +10.6% | 53,643 | +11.4% | 0.09% | +1.1% |
| TSLA | Buy | TESLA INC | $1,380,000 | +38.8% | 1,306 | +1.9% | 0.09% | +27.5% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $1,379,000 | +11.2% | 26,430 | +0.3% | 0.09% | +2.3% |
| NVDA | Sell | NVIDIA CORPORATION | $1,278,000 | +39.1% | 4,344 | -2.0% | 0.08% | +26.6% |
| ZION | Sell | ZIONS BANCORPORATION N A | $1,243,000 | +2.1% | 19,682 | -0.0% | 0.08% | -7.1% |
| ESGE | Sell | ISHARES INCesg awr msci em | $1,176,000 | -7.3% | 29,581 | -3.4% | 0.08% | -14.8% |
| V | Sell | VISA INC | $1,174,000 | -7.2% | 5,420 | -4.6% | 0.08% | -14.8% |
| ESGD | Sell | ISHARES TResg aw msci eafe | $1,163,000 | -43.7% | 14,637 | -44.5% | 0.07% | -48.6% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,159,000 | +4.1% | 6,778 | -1.6% | 0.07% | -3.9% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,159,000 | -1.6% | 7,319 | +1.7% | 0.07% | -9.8% |
| MMM | Buy | 3M CO | $1,150,000 | +75.8% | 6,477 | +73.8% | 0.07% | +62.2% |
| DES | Buy | WISDOMTREE TRus smallcap divd | $1,107,000 | +8.0% | 33,687 | +1.3% | 0.07% | -1.4% |
| AGG | Sell | ISHARES TRcore us aggbd et | $1,087,000 | -11.7% | 9,524 | -11.1% | 0.07% | -19.8% |
| PFE | Buy | PFIZER INC | $1,060,000 | +46.2% | 17,947 | +6.4% | 0.07% | +34.0% |
| NFLX | NETFLIX INC | $1,015,000 | -1.3% | 1,685 | 0.0% | 0.06% | -8.5% | |
| COST | Sell | COSTCO WHSL CORP NEW | $1,014,000 | +26.0% | 1,787 | -0.3% | 0.06% | +14.3% |
| DBX | Sell | DROPBOX INCcl a | $994,000 | -16.1% | 40,522 | -0.1% | 0.06% | -23.2% |
| HD | Sell | HOME DEPOT INC | $996,000 | +17.9% | 2,398 | -7.5% | 0.06% | +6.8% |
| ESGV | Sell | VANGUARD WORLD FDesg us stk etf | $963,000 | +9.2% | 10,959 | -0.5% | 0.06% | 0.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $945,000 | +30.3% | 1,881 | +1.4% | 0.06% | +20.0% |
| SUSB | Buy | ISHARES TResg awre 1 5 yr | $924,000 | -0.4% | 36,037 | +0.8% | 0.06% | -7.8% |
| BAC | Buy | BK OF AMERICA CORP | $843,000 | +5.2% | 18,933 | +0.3% | 0.05% | -3.6% |
| SDG | Sell | ISHARES TRmsci gbl sus dev | $828,000 | -10.3% | 9,118 | -5.1% | 0.05% | -17.2% |
| MCD | Sell | MCDONALDS CORP | $807,000 | +9.8% | 3,009 | -1.3% | 0.05% | 0.0% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $793,000 | +6.4% | 1,189 | -8.7% | 0.05% | -3.8% |
| PG | Buy | PROCTER AND GAMBLE CO | $774,000 | +17.8% | 4,731 | +0.6% | 0.05% | +6.5% |
| VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $741,000 | – | 14,509 | +100.0% | 0.05% | – |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $721,000 | +8.3% | 2,005 | +4.7% | 0.05% | 0.0% |
| NTRA | Sell | NATERA INC | $610,000 | -16.3% | 6,534 | -0.1% | 0.04% | -23.5% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $592,000 | -1.0% | 1,044 | +0.6% | 0.04% | -9.5% |
| CSCO | Buy | CISCO SYS INC | $592,000 | +20.3% | 9,341 | +3.4% | 0.04% | +11.8% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $542,000 | +42.6% | 3,767 | +1.9% | 0.03% | +30.8% |
| PEP | Sell | PEPSICO INC | $508,000 | +6.9% | 2,924 | -7.5% | 0.03% | -3.0% |
| DIS | Sell | DISNEY WALT CO | $502,000 | -13.6% | 3,240 | -5.6% | 0.03% | -20.0% |
| DVY | Buy | ISHARES TRselect divid etf | $498,000 | +7.6% | 4,062 | +0.7% | 0.03% | 0.0% |
| HON | Buy | HONEYWELL INTL INC | $493,000 | +5.1% | 2,366 | +7.0% | 0.03% | -6.1% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $487,000 | +4.3% | 1,025 | -5.8% | 0.03% | -3.1% |
| ABT | Buy | ABBOTT LABS | $465,000 | +21.4% | 3,307 | +2.1% | 0.03% | +11.1% |
| WFC | Buy | WELLS FARGO CO NEW | $450,000 | +4.9% | 9,380 | +1.4% | 0.03% | -3.3% |
| INTU | Sell | INTUIT | $452,000 | +16.5% | 702 | -2.5% | 0.03% | +7.4% |
| AVGO | Sell | BROADCOM INC | $454,000 | +35.1% | 683 | -1.4% | 0.03% | +26.1% |
| LOW | Buy | LOWES COS INC | $453,000 | +27.6% | 1,753 | +0.1% | 0.03% | +16.0% |
| NKE | Sell | NIKE INCcl b | $442,000 | -3.1% | 2,650 | -15.5% | 0.03% | -12.5% |
| NTRA | New | NATERA INCput | $439,000 | – | 4,700 | +100.0% | 0.03% | – |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $445,000 | +9.6% | 3,965 | +0.8% | 0.03% | 0.0% |
| ORCL | Sell | ORACLE CORP | $441,000 | -2.0% | 5,061 | -1.9% | 0.03% | -9.7% |
| LLY | Buy | LILLY ELI & CO | $440,000 | +19.9% | 1,594 | +0.3% | 0.03% | +7.7% |
| PXD | Buy | PIONEER NAT RES CO | $429,000 | +11.7% | 2,358 | +2.3% | 0.03% | 0.0% |
| QCOM | Sell | QUALCOMM INC | $416,000 | +40.5% | 2,277 | -0.8% | 0.03% | +23.8% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $413,000 | +9.5% | 3,627 | +0.1% | 0.03% | 0.0% |
| TXN | Sell | TEXAS INSTRS INC | $403,000 | -19.1% | 2,139 | -17.4% | 0.03% | -25.7% |
| ACN | Buy | ACCENTURE PLC IRELAND | $410,000 | +39.5% | 989 | +7.7% | 0.03% | +30.0% |
| SBUX | Sell | STARBUCKS CORP | $395,000 | +3.9% | 3,380 | -1.9% | 0.02% | -3.8% |
| ANTM | Buy | ANTHEM INC | $387,000 | +46.0% | 836 | +17.7% | 0.02% | +38.9% |
| ABBV | Buy | ABBVIE INC | $393,000 | +34.1% | 2,899 | +6.9% | 0.02% | +25.0% |
| DHR | Sell | DANAHER CORPORATION | $394,000 | -10.5% | 1,196 | -17.2% | 0.02% | -19.4% |
| PYPL | Sell | PAYPAL HLDGS INC | $393,000 | -34.8% | 2,084 | -10.1% | 0.02% | -40.5% |
| VUG | VANGUARD INDEX FDSgrowth etf | $394,000 | +10.7% | 1,228 | 0.0% | 0.02% | 0.0% | |
| UNP | Sell | UNION PAC CORP | $379,000 | +21.5% | 1,503 | -5.6% | 0.02% | +9.1% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $360,000 | -11.8% | 7,161 | -1.9% | 0.02% | -17.9% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $362,000 | +17.5% | 1,237 | +6.7% | 0.02% | +9.5% |
| ZTS | Sell | ZOETIS INCcl a | $360,000 | +2.6% | 1,475 | -18.3% | 0.02% | -4.2% |
| INTC | Sell | INTEL CORP | $352,000 | -10.4% | 6,845 | -7.1% | 0.02% | -18.5% |
| NEE | Buy | NEXTERA ENERGY INC | $341,000 | +43.3% | 3,652 | +20.6% | 0.02% | +29.4% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $352,000 | +9.3% | 981 | +202.8% | 0.02% | 0.0% |
| IDEV | Sell | ISHARES TRcore msci intl | $348,000 | -3.1% | 5,149 | -4.2% | 0.02% | -12.0% |
| VSGX | Buy | VANGUARD WORLD FDesg intl stk etf | $342,000 | +1.5% | 5,512 | +0.9% | 0.02% | -4.3% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $339,000 | -4.5% | 8,671 | -8.5% | 0.02% | -12.0% |
| CVS | Sell | CVS HEALTH CORP | $345,000 | +17.3% | 3,346 | -3.6% | 0.02% | +10.0% |
| MS | Buy | MORGAN STANLEY | $325,000 | +2.5% | 3,313 | +1.6% | 0.02% | -4.5% |
| WMT | Sell | WALMART INC | $320,000 | 0.0% | 2,214 | -3.8% | 0.02% | -9.1% |
| KO | Sell | COCA COLA CO | $307,000 | +4.8% | 5,184 | -7.2% | 0.02% | 0.0% |
| VONE | Buy | VANGUARD SCOTTSDALE FDSvng rus1000idx | $322,000 | +9.9% | 1,472 | +0.6% | 0.02% | 0.0% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $309,000 | +5.1% | 1,509 | -8.1% | 0.02% | 0.0% |
| MRK | Buy | MERCK & CO INC | $307,000 | +6.6% | 4,001 | +4.4% | 0.02% | 0.0% |
| VOO | Buy | VANGUARD INDEX FDS | $312,000 | +11.0% | 715 | +0.3% | 0.02% | 0.0% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $306,000 | +1.3% | 800 | +0.3% | 0.02% | -9.5% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $297,000 | +0.7% | 3,461 | +1.0% | 0.02% | -9.5% |
| CRM | Sell | SALESFORCE COM INC | $304,000 | -25.7% | 1,196 | -20.7% | 0.02% | -32.1% |
| BLK | Sell | BLACKROCK INC | $294,000 | +1.7% | 321 | -7.0% | 0.02% | -5.0% |
| IWF | ISHARES TRrus 1000 grw etf | $293,000 | +11.8% | 958 | 0.0% | 0.02% | +5.6% | |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $295,000 | +21.9% | 4,457 | +7.0% | 0.02% | +11.8% |
| YUM | Buy | YUM BRANDS INC | $290,000 | +14.2% | 2,088 | +0.8% | 0.02% | 0.0% |
| CVX | Buy | CHEVRON CORP NEW | $288,000 | +22.0% | 2,457 | +5.5% | 0.02% | +12.5% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $279,000 | +12.5% | 1,624 | +0.4% | 0.02% | +5.9% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $281,000 | +35.1% | 2,056 | +13.3% | 0.02% | +28.6% |
| FTNT | Sell | FORTINET INC | $286,000 | +21.2% | 797 | -1.5% | 0.02% | +12.5% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $282,000 | -15.3% | 5,433 | -11.8% | 0.02% | -21.7% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $260,000 | +13.0% | 2,245 | +0.1% | 0.02% | +6.2% |
| IR | INGERSOLL RAND INC | $274,000 | +22.9% | 4,425 | 0.0% | 0.02% | +13.3% | |
| GMED | GLOBUS MED INCcl a | $271,000 | -5.6% | 3,750 | 0.0% | 0.02% | -15.0% | |
| AMAT | Sell | APPLIED MATLS INC | $254,000 | +18.1% | 1,616 | -3.2% | 0.02% | +6.7% |
| DGS | Buy | WISDOMTREE TRemg mkts smcap | $259,000 | 0.0% | 4,893 | +1.1% | 0.02% | -11.1% |
| UNH | New | UNITEDHEALTH GROUP INCput | $251,000 | – | 500 | +100.0% | 0.02% | – |
| MU | New | MICRON TECHNOLOGY INC | $244,000 | – | 2,620 | +100.0% | 0.02% | – |
| ITW | Sell | ILLINOIS TOOL WKS INC | $246,000 | +13.9% | 998 | -4.4% | 0.02% | +6.7% |
| ESML | Buy | ISHARES TResg aware msci | $244,000 | +3.4% | 6,049 | +0.1% | 0.02% | 0.0% |
| VTWO | New | VANGUARD SCOTTSDALE FDSvng rus2000idx | $249,000 | – | 2,774 | +100.0% | 0.02% | – |
| IR | New | INGERSOLL RAND INCput | $247,000 | – | 4,000 | +100.0% | 0.02% | – |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $228,000 | +11.2% | 571 | -0.3% | 0.02% | +7.1% |
| C | Sell | CITIGROUP INC | $230,000 | -21.8% | 3,809 | -9.0% | 0.02% | -25.0% |
| ETN | Sell | EATON CORP PLC | $241,000 | +15.9% | 1,392 | -0.1% | 0.02% | +7.1% |
| AMGN | Sell | AMGEN INC | $243,000 | -1.6% | 1,081 | -6.8% | 0.02% | -11.8% |
| TJX | New | TJX COS INC NEW | $231,000 | – | 3,046 | +100.0% | 0.02% | – |
| NOW | Sell | SERVICENOW INC | $238,000 | -11.2% | 367 | -14.8% | 0.02% | -21.1% |
| BA | Sell | BOEING CO | $228,000 | -12.6% | 1,133 | -4.5% | 0.02% | -16.7% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $240,000 | +14.8% | 1,121 | -2.3% | 0.02% | 0.0% |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $229,000 | -1.3% | 349 | +0.3% | 0.02% | -6.2% |
| BX | Sell | BLACKSTONE INC | $214,000 | +1.4% | 1,651 | -8.9% | 0.01% | -6.7% |
| T | Sell | AT&T INC | $214,000 | -26.7% | 8,699 | -19.5% | 0.01% | -30.0% |
| XOM | Buy | EXXON MOBIL CORP | $221,000 | +4.2% | 3,618 | +0.2% | 0.01% | -6.7% |
| IWD | New | ISHARES TRrus 1000 val etf | $214,000 | – | 1,276 | +100.0% | 0.01% | – |
| AOA | New | ISHARES TRaggres alloc etf | $214,000 | – | 2,944 | +100.0% | 0.01% | – |
| MRNA | Sell | MODERNA INC | $217,000 | -34.6% | 853 | -1.2% | 0.01% | -39.1% |
| SPGI | New | S&P GLOBAL INC | $218,000 | – | 462 | +100.0% | 0.01% | – |
| CB | Sell | CHUBB LIMITED | $218,000 | +3.8% | 1,128 | -6.9% | 0.01% | -6.7% |
| WM | New | WASTE MGMT INC DEL | $207,000 | – | 1,241 | +100.0% | 0.01% | – |
| MCO | New | MOODYS CORP | $212,000 | – | 543 | +100.0% | 0.01% | – |
| MTD | New | METTLER TOLEDO INTERNATIONAL | $207,000 | – | 122 | +100.0% | 0.01% | – |
| DXCM | Buy | DEXCOM INC | $210,000 | -0.5% | 390 | +1.3% | 0.01% | -13.3% |
| CHTR | Sell | CHARTER COMMUNICATIONS INC Ncl a | $209,000 | -17.7% | 320 | -8.3% | 0.01% | -27.8% |
| BKNG | Sell | BOOKING HOLDINGS INC | $205,000 | -9.7% | 85 | -10.5% | 0.01% | -18.8% |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $203,000 | – | 823 | +100.0% | 0.01% | – |
| AXP | Sell | AMERICAN EXPRESS CO | $205,000 | -7.2% | 1,254 | -5.1% | 0.01% | -13.3% |
| TGT | Sell | TARGET CORP | $202,000 | -9.4% | 873 | -10.6% | 0.01% | -13.3% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $207,000 | +2.5% | 1,552 | +6.7% | 0.01% | -7.1% |
| KWEB | KRANESHARES TRput | $0 | – | 15,000 | 0.0% | 0.00% | – | |
| LYG | Exit | LLOYDS BANKING GROUP PLCsponsored adr | $0 | – | -20,762 | -100.0% | -0.00% | – |
| SMFG | Exit | SUMITOMO MITSUI FINL GROUP Isponsored adr | $0 | – | -14,257 | -100.0% | -0.01% | – |
| MUFG | Exit | MITSUBISHI UFJ FINL GROUP INsponsored ads | $0 | – | -19,512 | -100.0% | -0.01% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -3,751 | -100.0% | -0.02% | – |
| PWV | Exit | INVESCO EXCHANGE TRADED FD Tput | $0 | – | -2,000 | -100.0% | -0.02% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 5.3% |
| VISA INC | 42 | Q3 2023 | 2.0% |
| UNITEDHEALTH GROUP INC | 42 | Q3 2023 | 1.1% |
| ISHARES TR | 41 | Q3 2023 | 49.5% |
| ISHARES TR | 41 | Q3 2023 | 28.5% |
| ISHARES TR | 41 | Q3 2023 | 8.4% |
| ISHARES TR | 41 | Q3 2023 | 0.9% |
| ISHARES TR | 41 | Q3 2023 | 1.3% |
| AMAZON COM INC | 41 | Q3 2023 | 4.1% |
| MICROSOFT CORP | 40 | Q3 2023 | 0.9% |
View HALBERT HARGROVE GLOBAL ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| SC 13G/A | 2024-03-28 |
| SC 13G/A | 2024-02-02 |
| SC 13G/A | 2024-02-02 |
| SC 13G | 2024-02-02 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-04-25 |
| SC 13G | 2023-02-13 |
View HALBERT HARGROVE GLOBAL ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.