Portfolio (Quarterly)
Guide ↗
HALBERT HARGROVE GLOBAL ADVISORS, LLC
· CIK 0001484205| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL PUT | ALPHABET INC | Communication Services | 5,300 | $1.5M | 0.07% | SOLD |
| 2 | SNOW PUT | SNOWFLAKE INC | Technology | 2,200 | $332K | 0.02% | SOLD |
| 3 | U PUT | UNITY SOFTWARE INC | Technology | 14,700 | $323K | 0.02% | SOLD |
| 4 | HON | HONEYWELL INTL INC | Industrials | 659 | $149K | 0.01% | SOLD |
| 5 | SA | SEABRIDGE GOLD INC | Basic Materials | 3,000 | $85K | 0.00% | SOLD |
| 6 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 1,735 | $67K | 0.00% | SOLD |
| 7 | ARLP | ALLIANCE RESOURCE PARTNERS L | Energy | 2,100 | $58K | 0.00% | SOLD |
| 8 | — | NUVEEN CR STRATEGIES INCOME | — | 8,000 | $39K | 0.00% | SOLD |
| 9 | NVDU | DIREXION SHARES ETF TRUST | — | 345 | $33K | 0.00% | SOLD |
| 10 | IWS | ISHARES TR | — | 113 | $16K | 0.00% | SOLD |
| 11 | CGHM | CAPITAL GRP FIXED INCM ETF T | — | 421 | $11K | 0.00% | SOLD |
| 12 | DD | DUPONT DE NEMOURS INC | Basic Materials | 141 | $6K | — | SOLD |
| 13 | MDY | STATE STR SPDR S&P MIDCAP 40 | Financial Services | 9 | $6K | — | SOLD |
| 14 | SPSM | SPDR SERIES TRUST | — | 42 | $2K | — | SOLD |
| 15 | FDLO | FIDELITY COVINGTON TRUST | — | 1 | $66.0 | — | SOLD |
| 16 | VTIP | VANGUARD MALVERN FDS | — | 1 | $34.0 | — | SOLD |
| 17 | SOUN | SOUNDHOUND AI INC | Technology | 3 | $18.0 | — | SOLD |
| 18 | USXF | ISHARES TR | — | — | $8.0 | — | SOLD |
Sector Allocation
Consumer Cyclical
28.0%
Financial Services
22.0%
Technology
20.8%
Communication Services
10.5%
Healthcare
10.3%
Industrials
2.8%
Consumer Defensive
2.1%
Real Estate
1.9%
Energy
0.8%
Utilities
0.5%