HoldingsChannel.com
Halbert Hargrove Russell LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
PIMCO ETF TR (MINT) 51,138 -2,644 $5,194
     MINT51,138-2,644$5,194
WISDOMTREE TR 89,360 -34,863 $4,210
     DGS89,360-34,863$4,210
APPLE INC 8,232 -118 $1,511
     AAPL8,232-118$1,511
AMAZON COM INC 659 +13 $1,174
     AMZN659+13$1,174
EXXON MOBIL CORP      $794
     XOM15,833-67$1,279
     Put6,000UNCH$485
ALPHABET INC 627 +2 $738
     GOOGL627+2$738
ISHARES TR (ESGU) 10,816 +10,816 $672
     ESGU10,816+10,816$672
JPMORGAN CHASE & CO 6,140 -68 $622
     JPM6,140-68$622
FACEBOOK INC 3,533 -44 $589
     FB3,533-44$589
VISA INC 3,555 -70 $555
     V3,555-70$555
BERKSHIRE HATHAWAY INC DEL      $530
     BRK.B2,638+101$530
BANK AMER CORP 16,150 -142 $446
     BAC16,150-142$446
AT&T INC 14,013 +1,378 $439
     T14,013+1,378$439
MASTERCARD INC 1,781 -33 $419
     MA1,781-33$419
ALPHABET INC 344 -5 $404
     GOOG344-5$404
VERIZON COMMUNICATIONS INC 6,663 -309 $394
     VZ6,663-309$394
ADOBE INC 1,448 +189 $386
     ADBE1,448+189$386
ORACLE CORP 6,484 -67 $348
     ORCL6,484-67$348
ISHARES TR (SUSC) 13,848 +13,848 $346
     SUSC13,848+13,848$346
MERCK & CO INC 4,146 -174 $345
     MRK4,146-174$345
ISHARES TR (ESGD) 5,403 +5,403 $341
     ESGD5,403+5,403$341
CISCO SYS INC 6,284 +65 $339
     CSCO6,284+65$339
WISDOMTREE TR 6,491 -684 $329
     DWM6,491-684$329
3M CO 1,585 +200 $329
     MMM1,585+200$329
UNITEDHEALTH GROUP INC 1,316 -13 $325
     UNH1,316-13$325
COMCAST CORP NEW 7,466 -144 $298
     CMCSA7,466-144$298
BOEING CO 774 +11 $295
     BA774+11$295
NETFLIX INC 700 +700 $250
     NFLX700+700$250
AMERICAN TOWER CORP NEW 1,261 -8 $248
     AMT1,261-8$248
NVIDIA CORP 1,355 +1,355 $243
     NVDA1,355+1,355$243
DOWDUPONT INC 4,202 -106 $224
     DWDP4,202-106$224
ABBVIE INC 2,752 -310 $222
     ABBV2,752-310$222
ABBOTT LABS 2,717 +2,717 $217
     ABT2,717+2,717$217
AMGEN INC 1,104 -9 $210
     AMGN1,104-9$210
ANTHEM INC 713 +713 $205
     ANTM713+713$205
ALLSTATE CORP      $98
     ALL4,542+10$428
     Put3,500+3,500$330
INGERSOLL RAND PLC      $40
     IR7,968-226$860
     Put7,600+7,600$820
MORGAN STANLEY      $-253
     Put6,000+6,000$253

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

See Details: Top 10 Stocks Held By Halbert Hargrove Russell LLC

Size ($ in 1000's)
At 03/31/2019: $28,368
At 12/31/2018: $434,671

Combined Holding Report Includes:
Halbert Hargrove Russell LLC
MAI Capital Management
PARAMETRIC PORTFOLIO ASSOCIATES LLC

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

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

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