Halbert Hargrove Global Advisors

Latest statistics and disclosures from Halbert Hargrove Global Advisors's latest quarterly 13F-HR filing:

Companies in the Halbert Hargrove Global Advisors portfolio as of September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares Russell 1000 Index (IWB) 26.86 615559 164.54
iShares MSCI EAFE Index Fund (EFA) 23.43 1.36M -4% 65.21
iShares Lehman Aggregate Bond (AGG) 20.43 680758 113.17
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 13.82 456822 114.10
iShares MSCI Emerging Markets Indx (EEM) 1.52 140161 +588% 40.87
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 1.34 49799 101.73
Microsoft Corporation (MSFT) 1.32 35737 +72% 139.03
Apple (AAPL) 0.81 13690 +74% 223.40
WisdomTree Emerging Mkts Small Cp Div Fd (DGS) 0.67 56653 44.30
Sherwin-Williams Company (SHW) 0.60 4110 -4% 549.84
Procter & Gamble Company (PG) 0.48 14667 -47% 124.41
Ingersoll-rand Co Ltd-cl A 0.47 14368 123.14
Exxon Mobil Corporation (XOM) 0.46 24351 +13% 70.60
iShares Russell 3000 Index (IWV) 0.44 9570 173.77
Ishares Tr etf msci usa 0.35 20408 +89% 65.37
UnitedHealth (UNH) 0.32 5615 +314% 217.29
United Parcel Service (UPS) 0.31 9630 119.83
Amazon (AMZN) 0.31 646 1800.00
JPMorgan Chase & Co. (JPM) 0.26 8417 +39% 117.69
Johnson & Johnson (JNJ) 0.25 7338 +122% 129.40
iShares S&P; 500 Index (IVV) 0.23 2946 298.37
Alphabet Inc Class A cs 0.20 633 1220.42
Ishares Tr esg usd corpt 0.20 28340 +102% 26.29
3M Company (MMM) 0.18 4192 -2% 164.36
Ishares Tr msci eafe esg 0.18 10594 +92% 64.09
Facebook Inc cl a 0.17 3557 178.18
Visa (V) 0.16 3454 -2% 171.95
Berkshire Hathaway (BRK.B) 0.15 2677 207.89
AT&T; (T) 0.15 14893 +3% 37.77
Wells Fargo & Company (WFC) 0.15 11130 +4% 50.40
Verizon Communications (VZ) 0.14 8921 +34% 60.00
Home Depot (HD) 0.13 2060 +5% 232.18
Walt Disney Company (DIS) 0.13 3891 -9% 130.18
Ishares Core Msci Eafe Etf core msci eafe 0.13 8133 NEW 61.11
MasterCard Incorporated (MA) 0.12 1728 271.30
Bank of America Corporation (BAC) 0.12 15320 -5% 29.14
Pepsi (PEP) 0.12 3173 137.25
iShares FTSE EPRA/NAREIT Dev Gl Real ETF (IFGL) 0.12 14701 29.66
Chevron Corporation (CVX) 0.11 3624 118.60
Adobe Systems Incorporated (ADBE) 0.11 1436 276.55
Intel Corporation (INTC) 0.11 7703 +2% 51.57
Thermo Fisher Scientific (TMO) 0.11 1411 291.58
Alphabet Inc Class C cs 0.11 336 1220.24
Comcast Corporation (CMCSA) 0.10 8053 45.09
Honeywell International (HON) 0.10 2226 +3% 168.97
Merck & Co (MRK) 0.10 4310 +4% 84.26
WisdomTree DEFA (DWM) 0.10 7575 +19% 49.77
Pfizer (PFE) 0.09 9129 +5% 35.71
Oracle Corporation (ORCL) 0.09 6502 54.96
iShares Russell 2000 Index (IWM) 0.09 2279 NEW 151.38
Ishares Inc msci em esg se 0.09 10548 NEW 32.52
Coca-Cola Company (KO) 0.08 5752 +2% 54.43
Cisco Systems (CSCO) 0.08 6164 49.41
Boeing Company (BA) 0.08 763 380.83
McDonald's Corporation (MCD) 0.07 1252 214.52
International Business Machines (IBM) 0.07 1844 -2% 145.34
United Technologies Corporation (UTX) 0.07 1834 -2% 136.31
Starbucks Corporation (SBUX) 0.07 2921 -3% 88.51
Citigroup Inc 0.07 4088 -2% 69.03
American Tower Reit 0.07 1247 221.33
Mondelez Int 0.07 4483 55.28
Wal-Mart Stores (WMT) 0.06 1869 NEW 118.49
Abbott Laboratories (ABT) 0.06 2596 83.72
NVIDIA Corporation (NVDA) 0.06 1278 174.15
Union Pacific Corporation (UNP) 0.06 1385 161.29
Amgen (AMGN) 0.06 1177 +7% 193.34
Nextera Energy Inc C om 0.06 901 NEW 240.00
Stryker Corporation (SYK) 0.06 1043 NEW 215.00
Texas Instruments Incorporated (TXN) 0.06 1794 129.32
Intuit (INTU) 0.06 898 -2% 266.15
Abbvie 0.06 2780 -2% 75.54
Booking Holdings 0.06 111 1963.96
Costco Wholesale Corporation (COST) 0.05 700 NEW 287.61
General Electric Company (GE) 0.04 17124 -18% 8.93

Past 13F-HR SEC Filings by Halbert Hargrove Global Advisors

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