$1.29 Billion is the total value of HALBERT HARGROVE GLOBAL ADVISORS, LLC's 222 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $589,000 | – | 16,154 | +100.0% | 0.04% | – |
| U | New | UNITY SOFTWARE INC | $290,000 | – | 9,113 | +100.0% | 0.02% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $236,000 | – | 1,043 | +100.0% | 0.02% | – |
| WM | New | WASTE MGMT INC DEL | $227,000 | – | 1,413 | +100.0% | 0.02% | – |
| U | New | UNITY SOFTWARE INCput | $239,000 | – | 7,500 | +100.0% | 0.02% | – |
| DVN | New | DEVON ENERGY CORP NEW | $223,000 | – | 3,714 | +100.0% | 0.02% | – |
| DE | New | DEERE & CO | $208,000 | – | 624 | +100.0% | 0.02% | – |
| PYPL | New | PAYPAL HLDGS INC | $204,000 | – | 2,367 | +100.0% | 0.02% | – |
| SCHW | New | SCHWAB CHARLES CORP | $206,000 | – | 2,857 | +100.0% | 0.02% | – |
| TMUS | New | T-MOBILE US INC | $202,000 | – | 1,506 | +100.0% | 0.02% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $200,000 | – | 1,474 | +100.0% | 0.02% | – |
| GNOM | New | GLOBAL X FDSgenomic biotech | $175,000 | – | 13,908 | +100.0% | 0.01% | – |
| MFG | New | MIZUHO FINANCIAL GROUP INCsponsored adr | $24,000 | – | 10,768 | +100.0% | 0.00% | – |
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 2022-10-24
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.