HALBERT HARGROVE GLOBAL ADVISORS, LLC
data from 30/09/2025
Capitalization
$ 2.061 B
7.48 %
Performance
$ 890.975 M
42 460.39 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | IVV | ISHARES TR | 16.30% | 335.902 M $ | 501871 | 2015/09/30 | 24.063 M $ | 7.80 % |
| 2025/09/30 | NTSX | WISDOMTREE TR | 14.34% | 295.450 M $ | 5479423 | 2020/03/31 | 23.170 M $ | 7.71 % |
| 2025/09/30 | LRGF | ISHARES TR | 11.68% | 240.595 M $ | 3482847 | 2020/09/30 | 16.838 M $ | 7.72 % |
| 2025/09/30 | IWB | ISHARES TR | 8.40% | 173.134 M $ | 473717 | 2009/12/31 | 12.086 M $ | 7.63 % |
| 2025/09/30 | IEFA | ISHARES TR | 7.73% | 159.237 M $ | 1823815 | 2019/09/30 | 6.906 M $ | 4.59 % |
| 2025/09/30 | IEMG | ISHARES INC | 7.23% | 148.908 M $ | 2258919 | 2020/09/30 | 13.129 M $ | 9.81 % |
| 2025/09/30 | NTSI | WISDOMTREE TR | 6.48% | 133.514 M $ | 3123131 | 2021/12/31 | 5.539 M $ | 4.29 % |
| 2025/09/30 | INTF | ISHARES TR | 5.69% | 117.169 M $ | 3262856 | 2020/09/30 | 5.369 M $ | 4.91 % |
| 2025/09/30 | IWM | ISHARES TR | 4.30% | 88.630 M $ | 366299 | 2019/09/30 | 9.407 M $ | 12.13 % |
| 2025/09/30 | SPDW | SPDR INDEX SHS FDS | 3.29% | 67.771 M $ | 1583808 | 2025/06/30 | 3.600 M $ | 5.68 % |
| 2025/09/30 | EEM | ISHARES TR | 2.98% | 61.456 M $ | 1150856 | 2009/12/31 | 6.141 M $ | 10.70 % |
| 2025/09/30 | EFA | ISHARES TR | 1.91% | 39.280 M $ | 420689 | 2009/12/31 | 1.574 M $ | 4.45 % |
| 2025/09/30 | SCZ | ISHARES TR | 1.43% | 29.550 M $ | 385169 | 2020/03/31 | 1.610 M $ | 5.56 % |
| 2025/09/30 | IWC | ISHARES TR | 0.65% | 13.405 M $ | 89910 | 2020/03/31 | 1.975 M $ | 16.79 % |
| 2025/09/30 | VEA | VANGUARD TAX-MANAGED FDS | 0.62% | 12.710 M $ | 212124 | 2021/06/30 | 636.181 K $ | 5.10 % |
| 2025/09/30 | VONE | VANGUARD SCOTTSDALE FDS | 0.52% | 10.804 M $ | 35733 | 2020/12/31 | 793.561 K $ | 7.65 % |
| 2025/09/30 | PYLD | PIMCO ETF TR | 0.40% | 8.148 M $ | 303574 | 2024/09/30 | 90.426 K $ | 1.13 % |
| 2025/09/30 | IWV | ISHARES TR | 0.35% | 7.234 M $ | 19089 | 2009/12/31 | 507.502 K $ | 7.96 % |
| 2025/09/30 | BOND | PIMCO ETF TR | 0.35% | 7.166 M $ | 76763 | 2023/09/30 | 91.227 K $ | 1.27 % |
| 2025/09/30 | JPIB | J P MORGAN EXCHANGE TRADED F | 0.31% | 6.295 M $ | 128391 | 2020/09/30 | 52.029 K $ | 0.84 % |
| 2025/09/30 | ESGU | ISHARES TR | 0.30% | 6.124 M $ | 42057 | 2019/03/31 | 429.901 K $ | 7.61 % |
| 2025/09/30 | MINT | PIMCO ETF TR | 0.24% | 4.997 M $ | 49625 | 2016/12/31 | 7.607 K $ | 0.15 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 0.22% | 4.566 M $ | 8815 | 2013/06/30 | 170.790 K $ | 4.13 % |
| 2025/09/30 | AAPL | APPLE INC | 0.22% | 4.452 M $ | 17484 | 2009/12/31 | 805.653 K $ | 24.11 % |
| 2025/09/30 | VTWO | VANGUARD SCOTTSDALE FDS | 0.18% | 3.691 M $ | 37729 | 2021/12/31 | 422.113 K $ | 12.15 % |
| 2025/09/30 | ABNB | AIRBNB INC | 0.16% | 3.218 M $ | 26500 | 2022/03/31 | -289.380 K $ | -8.25 % |
| 2025/09/30 | ABNB | AIRBNB INC | 0.16% | 3.218 M $ | 26500 | 2022/03/31 | -289.380 K $ | -8.25 % |
| 2025/09/30 | BALL | BALL CORP | 0.12% | 2.450 M $ | 48601 | 2023/09/30 | -269.245 K $ | -10.11 % |
| 2025/09/30 | ESGD | ISHARES TR | 0.12% | 2.371 M $ | 25499 | 2019/03/31 | 94.176 K $ | 4.21 % |
| 2025/09/30 | AAPL | APPLE INC | 0.11% | 2.343 M $ | 9200 | 2019/09/30 | 425.356 K $ | 24.11 % |
| 2025/09/30 | VFMF | VANGUARD WELLINGTON FD | 0.11% | 2.214 M $ | 15349 | 2024/12/31 | 156.017 K $ | 7.26 % |
| 2025/09/30 | GOOGL | ALPHABET INC | 0.10% | 2.148 M $ | 8837 | 2015/12/31 | 558.765 K $ | 37.95 % |
| 2025/09/30 | HD | HOME DEPOT INC | 0.10% | 2.124 M $ | 5242 | 2024/12/31 | 195.487 K $ | 10.51 % |
| 2025/09/30 | ISRG | INTUITIVE SURGICAL INC | 0.10% | 2.017 M $ | 4509 | 2020/12/31 | -437.138 K $ | -17.70 % |
| 2025/09/30 | HD | HOME DEPOT INC | 0.10% | 1.985 M $ | 4900 | 2025/06/30 | 188.895 K $ | 10.51 % |
| 2025/09/30 | TMUS | T-MOBILE US INC | 0.09% | 1.903 M $ | 7951 | 2025/03/31 | 32.000 $ | 0.47 % |
| 2025/09/30 | TMUS | T-MOBILE US INC | 0.09% | 1.867 M $ | 7800 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | USXF | ISHARES TR | 0.08% | 1.740 M $ | 30355 | 2023/12/31 | 104.083 K $ | 6.27 % |
| 2025/09/30 | QQQ | INVESCO QQQ TR | 0.08% | 1.684 M $ | 2804 | 2020/06/30 | 119.096 K $ | 8.83 % |
| 2025/09/30 | ISRG | INTUITIVE SURGICAL INC | 0.07% | 1.476 M $ | 3300 | 2023/12/31 | -317.393 K $ | -17.70 % |
| 2025/09/30 | ESGE | ISHARES INC | 0.07% | 1.446 M $ | 33292 | 2019/09/30 | 141.737 K $ | 10.85 % |
| 2025/09/30 | LLY | ELI LILLY & CO | 0.07% | 1.408 M $ | 1845 | 2019/12/31 | -30.547 K $ | -2.12 % |
| 2025/09/30 | GOOGL | ALPHABET INC | 0.07% | 1.361 M $ | 5600 | 2024/03/31 | 514.899 K $ | 37.94 % |
| 2025/09/30 | IWD | ISHARES TR | 0.06% | 1.305 M $ | 6408 | 2024/12/31 | 6.842 K $ | 4.82 % |
| 2025/09/30 | LLY | ELI LILLY & CO | 0.06% | 1.297 M $ | 1700 | 2022/06/30 | -28.100 K $ | -2.12 % |
| 2025/09/30 | GOOG | ALPHABET INC | 0.06% | 1.258 M $ | 5164 | 2015/12/31 | 311.018 K $ | 37.29 % |
| 2025/09/30 | DES | WISDOMTREE TR | 0.06% | 1.220 M $ | 36235 | 2020/03/31 | 69.571 K $ | 6.05 % |
| 2025/09/30 | ZION | ZIONS BANCORPORATION N A | 0.05% | 1.085 M $ | 19185 | 2021/09/30 | 88.665 K $ | 8.93 % |
| 2025/09/30 | VSS | VANGUARD INTL EQUITY INDEX F | 0.05% | 1.045 M $ | 7330 | 2022/03/31 | 61.469 K $ | 6.07 % |
| 2025/09/30 | GOOG | ALPHABET INC | 0.05% | 974.200 K $ | 4000 | 2024/03/31 | 264.640 K $ | 37.30 % |
| 2025/09/30 | USRT | ISHARES TR | 0.04% | 830.971 K $ | 14151 | 2019/12/31 | 31.706 K $ | 3.82 % |
| 2025/09/30 | VWO | VANGUARD INTL EQUITY INDEX F | 0.04% | 814.605 K $ | 15035 | 2022/09/30 | 68.822 K $ | 9.54 % |
| 2025/09/30 | TSLA | TESLA INC | 0.04% | 764.029 K $ | 1718 | 2023/12/31 | 194.910 K $ | 40.00 % |
| 2025/09/30 | U | UNITY SOFTWARE INC | 0.04% | 760.640 K $ | 18997 | 2022/03/31 | 299.772 K $ | 65.45 % |
| 2025/09/30 | U | UNITY SOFTWARE INC | 0.04% | 748.748 K $ | 18700 | 2022/03/31 | 296.208 K $ | 65.45 % |
| 2025/09/30 | PSA | PUBLIC STORAGE OPER CO | 0.04% | 726.169 K $ | 2514 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | ACWI | ISHARES TR | 0.03% | 705.439 K $ | 5103 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | AOR | ISHARES TR | 0.03% | 698.464 K $ | 10849 | 2024/12/31 | 32.090 K $ | 4.56 % |
| 2025/09/30 | ESGV | VANGUARD WORLD FD | 0.03% | 682.933 K $ | 5766 | 2020/03/31 | 39.863 K $ | 8.03 % |
| 2025/09/30 | IWF | ISHARES TR | 0.03% | 668.008 K $ | 1426 | 2020/12/31 | 62.501 K $ | 10.32 % |
| 2025/09/30 | SPY | SPDR S&P 500 ETF TR | 0.03% | 656.950 K $ | 986 | 2020/03/31 | 31.027 K $ | 7.82 % |
| 2025/09/30 | LOW | LOWES COS INC | 0.03% | 644.862 K $ | 2566 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | VOO | VANGUARD INDEX FDS | 0.03% | 629.649 K $ | 1028 | 2023/12/31 | 38.717 K $ | 7.81 % |
| 2025/09/30 | SDG | ISHARES TR | 0.03% | 608.931 K $ | 7319 | 2019/12/31 | 53.721 K $ | 9.68 % |
| 2025/09/30 | DMXF | ISHARES TR | 0.03% | 551.670 K $ | 7284 | 2023/12/31 | 9.366 K $ | 1.75 % |
| 2025/09/30 | SNOW | SNOWFLAKE INC | 0.02% | 509.743 K $ | 2260 | 2024/03/31 | 4.005 K $ | 0.80 % |
| 2025/09/30 | TSLA | TESLA INC | 0.02% | 489.192 K $ | 1100 | 2024/03/31 | 139.766 K $ | 40.00 % |
| 2025/09/30 | AGG | ISHARES TR | 0.02% | 468.658 K $ | 4675 | 2015/06/30 | 4.908 K $ | 1.06 % |
| 2025/09/30 | SNOW | SNOWFLAKE INC | 0.02% | 451.100 K $ | 2000 | 2024/03/31 | 3.560 K $ | 0.80 % |
| 2025/09/30 | VUG | VANGUARD INDEX FDS | 0.02% | 417.957 K $ | 871 | 2021/06/30 | 36.676 K $ | 9.40 % |
| 2025/09/30 | QGRW | WISDOMTREE TR | 0.02% | 402.639 K $ | 7020 | 2024/03/31 | 33.795 K $ | 9.15 % |
| 2025/09/30 | XLY | SELECT SECTOR SPDR TR | 0.02% | 390.342 K $ | 1629 | 2021/03/31 | 36.276 K $ | 10.26 % |
| 2025/09/30 | LDUR | PIMCO ETF TR | 0.02% | 383.968 K $ | 3994 | 2022/03/31 | 1.852 K $ | 0.33 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 0.02% | 381.225 K $ | 1736 | 2024/12/31 | 40.000 $ | 0.08 % |
| 2025/09/30 | FBTC | FIDELITY WISE ORIGIN BITCOIN | 0.02% | 375.486 K $ | 3762 | 2024/12/31 | 8.619 K $ | 6.19 % |
| 2025/09/30 | USB | US BANCORP DEL | 0.02% | 370.160 K $ | 7659 | 2024/12/31 | 369.000 $ | 6.81 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 0.02% | 362.565 K $ | 700 | 2019/06/30 | 14.378 K $ | 4.13 % |
| 2025/09/30 | JNJ | JOHNSON & JOHNSON | 0.02% | 357.508 K $ | 1928 | 2025/03/31 | 196.000 $ | 21.38 % |
| 2025/09/30 | NVDA | NVIDIA CORPORATION | 0.02% | 338.813 K $ | 1816 | 2024/12/31 | 5.860 K $ | 18.08 % |
| 2025/09/30 | CRBN | ISHARES TR | 0.02% | 328.659 K $ | 1449 | 2024/03/31 | 23.207 K $ | 7.11 % |
| 2025/09/30 | AOA | ISHARES TR | 0.02% | 317.485 K $ | 3602 | 2022/12/31 | 17.040 K $ | 5.68 % |
| 2025/09/30 | META | META PLATFORMS INC | 0.02% | 310.643 K $ | 423 | 2024/12/31 | -1.072 K $ | -0.50 % |
| 2025/09/30 | NTSE | WISDOMTREE TR | 0.01% | 293.501 K $ | 8101 | 2021/12/31 | 25.259 K $ | 9.16 % |
| 2025/09/30 | VB | VANGUARD INDEX FDS | 0.01% | 288.053 K $ | 1133 | 2024/09/30 | 16.469 K $ | 7.30 % |
| 2025/09/30 | ABBV | ABBVIE INC | 0.01% | 287.342 K $ | 1241 | 2024/12/31 | 2.295 K $ | 24.74 % |
| 2025/09/30 | WMT | WALMART INC | 0.01% | 280.324 K $ | 2720 | 2024/09/30 | 14.166 K $ | 5.40 % |
| 2025/09/30 | XLI | SELECT SECTOR SPDR TR | 0.01% | 277.574 K $ | 1800 | 2024/03/31 | 12.031 K $ | 4.55 % |
| 2025/09/30 | V | VISA INC | 0.01% | 268.325 K $ | 786 | 2009/12/31 | -10.238 K $ | -3.85 % |
| 2025/09/30 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.01% | 266.453 K $ | 530 | 2014/09/30 | 6.194 K $ | 3.49 % |
| 2025/09/30 | WCBR | WISDOMTREE TR | 0.01% | 260.091 K $ | 8289 | 2022/12/31 | -4.394 K $ | -1.66 % |
| 2025/09/30 | VTI | VANGUARD INDEX FDS | 0.01% | 247.000 K $ | 753 | 2024/09/30 | 18.737 K $ | 7.97 % |
| 2025/09/30 | ITOT | ISHARES TR | 0.01% | 241.397 K $ | 1657 | 2024/12/31 | 16.785 K $ | 7.86 % |
| 2025/09/30 | VSGX | VANGUARD WORLD FD | 0.01% | 234.127 K $ | 3375 | 2024/03/31 | 13.061 K $ | 5.91 % |
| 2025/09/30 | HPI | HANCOCK JOHN PFD INCOME FD | 0.01% | 229.853 K $ | 13248 | 2024/12/31 | 10.499 K $ | 8.51 % |
| 2025/09/30 | BA | BOEING CO | 0.01% | 224.464 K $ | 1040 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | DGRW | WISDOMTREE TR | 0.01% | 224.447 K $ | 2523 | 2023/06/30 | 13.170 K $ | 6.23 % |
| 2025/09/30 | CHI | CALAMOS CONV OPPORTUNITIES & | 0.01% | 216.340 K $ | 20050 | 2024/12/31 | 2.713 K $ | 2.57 % |
| 2025/09/30 | BAC | BANK AMERICA CORP | 0.01% | 215.595 K $ | 4179 | 2024/12/31 | 12.810 K $ | 9.02 % |
| 2025/09/30 | BLOK | AMPLIFY ETF TR | 0.01% | 214.931 K $ | 3206 | 2025/03/31 | 31.835 K $ | 17.39 % |
| 2025/09/30 | ILCG | ISHARES TR | 0.01% | 210.755 K $ | 2021 | 2024/12/31 | 14.955 K $ | 7.64 % |