HoldingsChannel.com
Halbert Hargrove Global Advisors LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (IWB) 604,484 -11,075 $107,852
     IWB604,484-11,075$107,852
ISHARES TR (EFA) 1,358,370 +3,024 $94,325
     EFA1,358,370+3,024$94,325
ISHARES TR (AGG) 695,914 +15,156 $78,200
     AGG695,914+15,156$78,200
ISHARES TR (MUB) 431,399 -25,423 $49,141
     MUB431,399-25,423$49,141
PIMCO ETF TR (MINT) 48,554 -1,245 $4,933
     MINT48,554-1,245$4,933
APPLE INC      $2,696
     AAPL9,680-1,010$2,843
     Put500-2,500$147
WISDOMTREE TR 51,789 -4,864 $2,477
     DGS51,789-4,864$2,477
ISHARES TR (ESGU) 30,955 +10,547 $2,208
     ESGU30,955+10,547$2,208
ISHARES TR (EEM) 42,970 -97,191 $1,928
     EEM42,970-97,191$1,928
MICROSOFT CORP      $1,834
     MSFT22,933-1,004$3,616
     Put11,300-500$1,782
ISHARES TR (IWV) 9,490 -80 $1,789
     IWV9,490-80$1,789
SHERWIN WILLIAMS CO      $1,233
     SHW3,114+4$1,817
     Put1,000UNCH$584
ISHARES TR (ESGD) 17,151 +6,557 $1,179
     ESGD17,151+6,557$1,179
AMAZON COM INC 637 -9 $1,177
     AMZN637-9$1,177
UNITED PARCEL SERVICE INC 9,679 +49 $1,133
     UPS9,679+49$1,133
ISHARES TR (SUSC) 41,423 +13,083 $1,096
     SUSC41,423+13,083$1,096
ISHARES TR (IVV) 2,946 UNCH $955
     IVV2,946UNCH$955
ALPHABET INC 599 -34 $803
     GOOGL599-34$803
3M CO 4,162 -30 $734
     MMM4,162-30$734
PROCTER & GAMBLE CO      $684
     PG8,281-3,586$1,034
     Put2,800UNCH$350
FACEBOOK INC 3,294 -263 $676
     FB3,294-263$676
VISA INC 3,188 -266 $599
     V3,188-266$599
JPMORGAN CHASE & CO      $591
     JPM5,736-1,981$800
     Put1,500+800$209
BERKSHIRE HATHAWAY INC DEL      $571
     BRK.B2,525-152$571
AT&T INC 14,425 -468 $564
     T14,425-468$564
WELLS FARGO CO NEW 10,373 -757 $558
     WFC10,373-757$558
DISNEY WALT CO 3,813 -78 $552
     DIS3,813-78$552
ISHARES INC (ESGE) 15,204 +4,656 $546
     ESGE15,204+4,656$546
MASTERCARD INC 1,697 -31 $506
     MA1,697-31$506
BANK AMER CORP 14,282 -1,038 $503
     BAC14,282-1,038$503
EXXON MOBIL CORP      $494
     XOM14,693-2,058$1,025
     Put7,600UNCH$531
ISHARES TR (IFGL) 15,886 +1,185 $480
     IFGL15,886+1,185$480
ISHARES TR (SDG) 7,017 +7,017 $459
     SDG7,017+7,017$459
ALPHABET INC 330 -6 $441
     GOOG330-6$441
THERMO FISHER SCIENTIFIC INC 1,359 -52 $441
     TMO1,359-52$441
HOME DEPOT INC 2,009 -51 $439
     HD2,009-51$439
ADOBE INC 1,317 -119 $434
     ADBE1,317-119$434
HONEYWELL INTL INC 2,382 +156 $421
     HON2,382+156$421
INTEL CORP 7,026 -677 $421
     INTC7,026-677$421
PEPSICO INC 2,975 -198 $406
     PEP2,975-198$406
CHEVRON CORP NEW 3,322 -302 $400
     CVX3,322-302$400
UNITEDHEALTH GROUP INC      $369
     UNH3,355-160$986
     Put2,100UNCH$617
WISDOMTREE TR 6,872 -703 $368
     DWM6,872-703$368
MERCK & CO INC 3,873 -437 $352
     MRK3,873-437$352
COCA COLA CO 6,260 +508 $346
     KO6,260+508$346
VERIZON COMMUNICATIONS INC      $341
     VZ6,562-1,359$403
     Put1,000UNCH$62
PFIZER INC 8,601 +72 $337
     PFE8,601-228$337
COMCAST CORP NEW 7,440 -613 $334
     CMCSA7,440-613$334
ORACLE CORP 5,679 -823 $301
     ORCL5,679-823$301
CITIGROUP INC 3,737 -351 $298
     C3,737-351$298

See Full List: All Stocks Held By Halbert Hargrove Global Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Halbert Hargrove Global Advisors LLC

Size ($ in 1000's)
At 12/31/2019: $387,491
At 09/30/2019: $377,117

Combined Holding Report Includes:
HALBERT HARGROVE GLOBAL ADVISORS LLC
MAI Capital Management
PARAMETRIC PORTFOLIO ASSOCIATES LLC

Halbert Hargrove Global Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Halbert Hargrove Global Advisors LLC 13F filings. Link to 13F filings: SEC filings

Halbert Hargrove Global Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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