$1.34 Billion is the total value of HALBERT HARGROVE GLOBAL ADVISORS, LLC's 120 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | WISDOMTREE TRfloatng rat trea | $103,841,610 | – | 2,063,625 | +100.0% | 7.74% | – | |
| New | J P MORGAN EXCHANGE TRADED F | $6,528,627 | – | 147,041 | +100.0% | 0.49% | – | |
| BOND | New | PIMCO ETF TRactive bd etf | $6,455,258 | – | 73,439 | +100.0% | 0.48% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $1,176,468 | – | 4,025 | +100.0% | 0.09% | – |
| SUSC | New | ISHARES TResg awre usd etf | $602,110 | – | 27,670 | +100.0% | 0.04% | – |
| BLL | New | BALL CORP | $442,923 | – | 8,898 | +100.0% | 0.03% | – |
| BX | New | BLACKSTONE INC | $225,882 | – | 2,108 | +100.0% | 0.02% | – |
| New | WISDOMTREE TRartificial intel | $176,169 | – | 10,113 | +100.0% | 0.01% | – |
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 2023-10-16
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.