Portfolio (Quarterly)
Guide ↗
HALBERT HARGROVE GLOBAL ADVISORS, LLC
· CIK 0001484205| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | FLRT | PACER FDS TR | — | 2,500 | $118K | 0.01% | SOLD |
| 2 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 848 | $86K | 0.00% | SOLD |
| 3 | — | MEDALIST DIVERSIFIED REIT IN | — | 5,000 | $62K | 0.00% | SOLD |
| 4 | ILCV | ISHARES TR | — | 561 | $53K | 0.00% | SOLD |
| 5 | — | XAI OCTAGN FLT RAT & ALT INM | — | 10,000 | $48K | 0.00% | SOLD |
| 6 | — | J P MORGAN EXCHANGE TRADED F | — | 750 | $38K | 0.00% | SOLD |
| 7 | FSK | FS KKR CAP CORP | Financial Services | 2,078 | $31K | 0.00% | SOLD |
| 8 | OWL | BLUE OWL CAPITAL INC | Financial Services | 2,000 | $30K | 0.00% | SOLD |
| 9 | WFC | WELLS FARGO CO NEW | Financial Services | 233 | $22K | 0.00% | SOLD |
| 10 | REFR | RESEARCH FRONTIERS INC | Technology | 15,000 | $20K | 0.00% | SOLD |
| 11 | VGSH | VANGUARD SCOTTSDALE FDS | — | 331 | $19K | 0.00% | SOLD |
| 12 | MTA | METALLA RTY & STREAMING LTD | Basic Materials | 1,200 | $9K | — | SOLD |
| 13 | LYB | LYONDELLBASELL INDUSTRIES N | Basic Materials | 200 | $9K | — | SOLD |
| 14 | DIS | DISNEY WALT CO | Communication Services | 2 | $259.0 | — | SOLD |
| 15 | CBRE | CBRE GROUP INC | Real Estate | 1 | $203.0 | — | SOLD |
Sector Allocation
Consumer Cyclical
27.2%
Technology
20.3%
Financial Services
17.3%
Communication Services
15.1%
Healthcare
10.8%
Industrials
2.7%
Consumer Defensive
2.7%
Real Estate
1.7%
Energy
1.4%
Basic Materials
0.4%