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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

HALBERT HARGROVE GLOBAL ADVISORS, LLC

Quarter ended Q2 2023 · Filed April 25, 2023 · Accession 0001221073-23-000035

Total Value
$1.48B
Positions
270
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (270)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200511,527$210.3M14.24%
2WISDOMTREE TRWT5,959,182$208.9M14.15%
3ISHARES TR46432F8421,698,503$113.5M7.69%
4PIMCO ETF TR72201R7181,151,975$109.3M7.40%
5ISHARES TR464287622479,619$108.0M7.32%
6ISHARES TR4642874651,460,546$104.5M7.08%
7ISHARES INC46434G1031,872,667$91.4M6.19%
8WISDOMTREE TRWT2,554,651$87.7M5.94%
9ISHARES TR464287655366,845$65.4M4.43%
10ISHARES TR4642872341,621,081$64.0M4.33%
11ISHARES TR464288273591,417$35.2M2.38%
12WISDOMTREE TRWT1,166,374$32.7M2.22%
13ISHARES TR464288869198,557$20.8M1.41%
14ISHARES TR46434V282355,480$14.7M1.00%
15VANGUARD BD INDEX FDS92203C303294,107$14.5M0.98%
16APPLE INCAAPL79,150$13.1M0.88%
17VANGUARD TAX-MANAGED FDS921943858279,639$12.6M0.86%
18ISHARES TR464288521235,152$11.9M0.80%
19ISHARES TR46434V274416,064$11.0M0.75%
20VANGUARD SCOTTSDALE FDS92206C73055,522$10.3M0.70%
21AIRBNB INCABNB70,729$8.8M0.60%
22AIRBNB INCABNB69,000$8.6M0.58%
23ISHARES TR464288489346,177$7.2M0.49%
24PIMCO ETF TR72201R83370,012$6.9M0.47%
25MICROSOFT CORPMSFT23,863$6.9M0.47%
26ISHARES TR46428768929,001$6.8M0.46%
27ISHARES TR46435G42561,669$5.6M0.38%
28VANGUARD INTL EQUITY INDEX F92204267686,562$3.5M0.24%
29J P MORGAN EXCHANGE TRADED F46641Q85269,422$3.3M0.22%
30CBOE GLOBAL MKTS INC12503M10821,874$2.9M0.20%
31AMAZON COM INCAMZN24,126$2.5M0.17%
32ISHARES TR46435G51634,235$2.5M0.17%
33APPLE INCAAPL14,700$2.4M0.16%
34ISHARES TR46435G24397,620$2.3M0.16%
35VANGUARD SCOTTSDALE FDS92206C66426,271$1.9M0.13%
36ALPHABET INCGOOG15,355$1.6M0.11%
37MICROSOFT CORPMSFT5,500$1.6M0.11%
38TRANE TECHNOLOGIES PLCTT7,508$1.4M0.09%
39NVIDIA CORPORATIONNVDA4,607$1.3M0.09%
40VANGUARD INTL EQUITY INDEX F92204271811,519$1.3M0.09%
41META PLATFORMS INCMETA5,885$1.2M0.08%
42ALPHABET INCGOOG11,873$1.2M0.08%
43VISA INCV5,393$1.2M0.08%
44LILLY ELI & COLLY3,409$1.2M0.08%
45JPMORGAN CHASE & COVYLD7,821$1.0M0.07%
46UNITEDHEALTH GROUP INCUNH2,102$993,4940.07%
47WISDOMTREE TRWT33,834$966,3120.07%
48BERKSHIRE HATHAWAY INC DELBRK-A3,065$946,5160.06%
49WALGREENS BOOTS ALLIANCE INC93142710826,848$928,3910.06%
50ISHARES INC46434G86328,862$908,5670.06%
51INVESCO QQQ TRIVZ2,791$895,7560.06%
52TESLA INCTSLA4,274$886,6850.06%
53ISHARES TR46435G53210,937$866,1070.06%
54MCDONALDS CORPMCD3,095$865,4030.06%
55COSTCO WHSL CORP NEW22160K1051,739$864,1600.06%
56VANGUARD WORLD FD92191073311,908$853,9300.06%
57JOHNSON & JOHNSONJNJ5,119$793,4490.05%
58MASTERCARD INCORPORATEDMA2,051$745,5060.05%
59VANGUARD INDEX FDS9229085538,875$736,9780.05%
60LILLY ELI & COLLY2,100$721,1820.05%
61VANGUARD INDEX FDS9229087445,214$720,1060.05%
62THERMO FISHER SCIENTIFIC INCTMO1,183$682,1210.05%
63PROCTER AND GAMBLE CO7427181094,341$645,5360.04%
64NETFLIX INCNFLX1,865$644,3210.04%
65TRANE TECHNOLOGIES PLCTT3,500$643,9300.04%
663M COMMM6,017$632,4350.04%
67EXXON MOBIL CORPXOM5,685$623,4120.04%
68HOME DEPOT INCHD2,103$620,6430.04%
69SHOPIFY INCSHOP12,279$588,6560.04%
70ZIONS BANCORPORATION N A98970110719,605$586,7640.04%
71MERCK & CO INCMRK5,377$572,0160.04%
72PEPSICO INCPEP2,976$542,5830.04%
73BROADCOM INCAVGO831$532,8050.04%
74ABBVIE INCABBV3,332$530,9430.04%
75APPLE INCAAPL3,218$530,7180.04%
76CISCO SYS INCCSCO10,012$523,4030.04%
77BANK AMERICA CORP06050510418,204$520,6290.04%
78CHEVRON CORP NEWCVX3,171$517,3370.04%
79ISHARES TR4642871684,243$497,1900.03%
80SPDR S&P 500 ETF TRSPY1,211$495,5710.03%
81ORACLE CORPORCL-PD5,056$469,8390.03%
82ISHARES TR4642872264,713$469,6320.03%
83HONEYWELL INTL INC4385161062,429$464,2030.03%
84KELLOGG COBEKE6,833$457,5380.03%
85TEXAS INSTRS INC8825081042,368$440,5080.03%
86MICROSOFT CORPMSFT1,464$422,0720.03%
87ADVANCED MICRO DEVICES INCAMD4,252$416,7720.03%
88VANGUARD INTL EQUITY INDEX F92204285810,263$414,6190.03%
89PFIZER INCPFE10,128$413,2030.03%
90ADOBE SYSTEMS INCORPORATEDADBE1,071$412,9010.03%
91VANGUARD WHITEHALL FDS9219464063,852$406,3550.03%
92RAYTHEON TECHNOLOGIES CORPRTX4,092$400,7310.03%
93LOWES COS INC5486611071,887$377,4250.03%
94STARBUCKS CORPSBUX3,529$367,4910.02%
95SCHWAB STRATEGIC TR8085242017,257$351,0070.02%
96INTUITINTU761$339,4090.02%
97VANGUARD INDEX FDS9229087361,355$338,0460.02%
98ELEVANCE HEALTH INCELV726$333,9100.02%
99WALMART INCWMT2,255$332,4360.02%
100ISHARES TR4642876141,342$327,8910.02%
101DANAHER CORPORATION2358511021,291$325,3210.02%
102NEXTERA ENERGY INCNEE-PW4,197$323,5260.02%
103NIKE INCNKE2,601$318,9920.02%
104COCA COLA COKO5,080$315,1410.02%
105UNITY SOFTWARE INCU9,584$310,9050.02%
106AEROVIRONMENT INCAVAV3,350$307,0610.02%
107VANGUARD INDEX FDS9229087691,504$307,0140.02%
108DISNEY WALT CO2546871062,974$297,8190.02%
109ISHARES TR46435U4406,290$296,1970.02%
110AMGEN INCAMGN1,205$291,3060.02%
111EATON CORP PLCETN1,697$290,7890.02%
112VANGUARD WORLD FDS92204A702750$289,0280.02%
113MONDELEZ INTL INC6092071054,112$286,6560.02%
114UNION PAC CORPUNP1,424$286,5520.02%
115SELECT SECTOR SPDR TR81369Y6058,827$283,7930.02%
116LINDE PLCLIN788$280,0960.02%
117GOLDMAN SACHS GROUP INCGSCE855$279,7060.02%
118ACCENTURE PLC IRELANDACN963$275,1000.02%
119BRISTOL-MYERS SQUIBB COCELG-RI3,834$265,7530.02%
120INGERSOLL RAND INCIR4,553$264,8960.02%
121AMERICAN EXPRESS COAXP1,603$264,4770.02%
122ILLINOIS TOOL WKS INC4523081091,086$264,4040.02%
123YUM BRANDS INCYUM1,994$263,3070.02%
124BOOKING HOLDINGS INCBKNG98$261,0510.02%
125ZOETIS INCZTS1,549$257,8500.02%
126QUALCOMM INCQCOM2,011$256,6120.02%
127VANGUARD SPECIALIZED FUNDS9219088441,664$256,2600.02%
128COMCAST CORP NEWCCZ6,705$254,1950.02%
129CHUBB LIMITEDCB1,302$252,7910.02%
130TJX COS INC NEW8725401093,221$252,4190.02%
131UNITED PARCEL SERVICE INCUPS1,282$248,6180.02%
132AMERICAN TOWER CORP NEW03027X1001,194$243,9970.02%
133UNITY SOFTWARE INCU7,500$243,3000.02%
134INTUITIVE SURGICAL INCISRG951$242,8630.02%
135VERIZON COMMUNICATIONS INCVZ6,154$239,3130.02%
136BOEING COBA-PA1,125$239,0830.02%
137INVESCO ACTIVELY MANAGED ETFIVZ9,663$238,8700.02%
138SALESFORCE INCCRM1,183$236,3400.02%
139UNITEDHEALTH GROUP INCUNH500$236,2950.02%
140FORTINET INCFTNT3,552$236,0660.02%
141INGERSOLL RAND INCIR4,000$232,7200.02%
142MORGAN STANLEYMS-PQ2,610$229,1220.02%
143SELECT SECTOR SPDR TR81369Y4071,527$228,2930.02%
144BLACKROCK INCBLK339$226,9770.02%
145SPDR SER TR78468R6632,455$225,4430.02%
146CATERPILLAR INCCAT980$224,3440.02%
147PROGRESSIVE CORP7433151031,538$220,0910.01%
148OREILLY AUTOMOTIVE INC67103H107258$219,3940.01%
149APPLIED MATLS INC0382221051,744$214,1900.01%
150ABBOTT LABSABLZF2,104$213,0640.01%
151MONSTER BEVERAGE CORP NEWMNST3,894$210,3100.01%
152PROLOGIS INC.PLDGP1,675$209,0070.01%
153ISHARES TR4642898593,280$208,5540.01%
154DEERE & CODE500$206,3470.01%
155WELLS FARGO CO NEW9497461015,507$205,8520.01%
156HEICO CORP NEWHEI-A1,193$203,9810.01%
157CVS HEALTH CORPCVS2,683$199,3400.01%
158T-MOBILE US INCTMUSZ1,372$198,7700.01%
159INTERCONTINENTAL EXCHANGE IN45866F1041,893$197,4590.01%
160ANALOG DEVICES INCADI1,000$197,1500.01%
161PHILIP MORRIS INTL INC7181721092,000$194,5160.01%
162AT&T INCT-PC10,088$194,1880.01%
163WISDOMTREE TRWT10,402$191,3880.01%
164VANGUARD WHITEHALL FDS9219464061,813$191,2380.01%
165ARK ETF TR00214Q70810,153$190,9780.01%
166NORTHROP GRUMMAN CORPNOC378$174,5920.01%
167GLOBAL X FDS37954Y43412,555$154,6820.01%
168PROCTER AND GAMBLE CO742718109755$112,1910.01%
169EATON VANCE TAX-MANAGED GLOBETN12,460$97,3130.01%
170BERKSHIRE HATHAWAY INC DELBRK-A306$94,4840.01%
171AMAZON COM INCAMZN871$89,9660.01%
172EXXON MOBIL CORPXOM737$80,8200.01%
173VISA INCV356$80,2640.01%
174ABBVIE INCABBV483$76,9760.01%
175ALPHABET INCGOOG712$74,0480.01%
176HOME DEPOT INCHD228$67,2880.00%
177JPMORGAN CHASE & COVYLD500$65,1550.00%
178DISNEY WALT CO254687106621$62,1810.00%
179VOYA GLBL EQTY DIV & PREM OP92912T10011,200$57,1200.00%
180DEERE & CODE121$49,9590.00%
181NEXTERA ENERGY INCNEE-PW640$49,3320.00%
182PEPSICO INCPEP258$47,0340.00%
183JOHNSON & JOHNSONJNJ298$46,1900.00%
184ELEVANCE HEALTH INCELV96$44,1420.00%
185THERMO FISHER SCIENTIFIC INCTMO75$43,2280.00%
186COCA COLA COKO651$40,3820.00%
187ABBOTT LABSABLZF397$40,2010.00%
188META PLATFORMS INCMETA189$40,0570.00%
189MIZUHO FINANCIAL GROUP INCMZHOF14,189$40,0130.00%
190ACCENTURE PLC IRELANDACN137$39,1560.00%
191BANK AMERICA CORP0605051041,352$38,6680.00%
192HONEYWELL INTL INC438516106190$36,3130.00%
193CHEVRON CORP NEWCVX222$36,2220.00%
194PROLOGIS INC.PLDGP274$34,1870.00%
195YUM BRANDS INCYUM249$32,8560.00%
196SALESFORCE INCCRM159$31,7660.00%
197NIKE INCNKE250$30,6600.00%
198NORTHROP GRUMMAN CORPNOC65$30,0120.00%
199CISCO SYS INCCSCO570$29,7970.00%
200BROADCOM INCAVGO43$27,5870.00%
201MERCK & CO INCMRK255$27,1300.00%
202UNION PAC CORPUNP127$25,5610.00%
203UNITEDHEALTH GROUP INCUNH54$25,5200.00%
204LLOYDS BANKING GROUP PLCLLOBF10,535$24,4420.00%
205KELLOGG COBEKE358$23,9720.00%
206INTERCONTINENTAL EXCHANGE IN45866F104225$23,4660.00%
207SELECT SECTOR SPDR TR81369Y605721$23,1810.00%
208BRISTOL-MYERS SQUIBB COCELG-RI322$22,3180.00%
209MASTERCARD INCORPORATEDMA60$21,8050.00%
210COMCAST CORP NEWCCZ545$20,6610.00%
211PFIZER INCPFE501$20,4410.00%
212WALMART INCWMT135$19,9060.00%
213NVIDIA CORPORATIONNVDA71$19,7220.00%
214MCDONALDS CORPMCD69$19,2940.00%
215ALPHABET INCGOOG175$18,1530.00%
216T-MOBILE US INCTMUSZ110$15,9330.00%
217AT&T INCT-PC773$14,8810.00%
218CVS HEALTH CORPCVS198$14,7140.00%
219BLACKROCK INCBLK21$14,0520.00%
220CATERPILLAR INCCAT61$13,9600.00%
221NETFLIX INCNFLX40$13,8200.00%
222BOEING COBA-PA65$13,8080.00%
223GOLDMAN SACHS GROUP INCGSCE42$13,7390.00%
224TESLA INCTSLA63$13,0700.00%
225COSTCO WHSL CORP NEW22160K10524$11,9250.00%
226AMGEN INCAMGN49$11,8460.00%
227UNITED PARCEL SERVICE INCUPS58$11,2520.00%
228MORGAN STANLEYMS-PQ127$11,1510.00%
229WELLS FARGO CO NEW949746101295$11,0280.00%
230TEXAS INSTRS INC88250810459$10,9750.00%
231LOWES COS INC54866110749$9,7990.00%
232VERIZON COMMUNICATIONS INCVZ246$9,5670.00%
233PHILIP MORRIS INTL INC71817210994$9,1420.00%
234RAYTHEON TECHNOLOGIES CORPRTX89$8,7160.00%
235LILLY ELI & COLLY25$8,5860.00%
236AMERICAN EXPRESS COAXP50$8,2480.00%
237ANALOG DEVICES INCADI41$8,0870.00%
238INTUITIVE SURGICAL INCISRG31$7,9200.00%
239PROGRESSIVE CORP74331510353$7,5830.00%
240DANAHER CORPORATION23585110230$7,5620.00%
241ILLINOIS TOOL WKS INC45230810931$7,5470.00%
242LINDE PLCLIN19$6,7540.00%
243STARBUCKS CORPSBUX63$6,5610.00%
244ORACLE CORPORCL-PD64$5,9470.00%
245AMERICAN TOWER CORP NEW03027X10028$5,7220.00%
246ADVANCED MICRO DEVICES INCAMD55$5,3910.00%
247MONDELEZ INTL INC60920710573$5,0900.00%
248HEICO CORP NEWHEI-A29$4,9610.00%
249INTUITINTU9$4,0130.00%
250INGERSOLL RAND INCIR66$3,8400.00%
251AEROVIRONMENT INCAVAV41$3,7590.00%
252CHUBB LIMITEDCB19$3,6900.00%
253QUALCOMM INCQCOM27$3,4450.00%
254ZOETIS INCZTS20$3,3290.00%
255BOOKING HOLDINGS INCBKNG1$2,6530.00%
256TRANE TECHNOLOGIES PLCTT13$2,3920.00%
257LLOYDS BANKING GROUP PLCLLOBF673$1,5620.00%
258TJX COS INC NEW87254010918$1,4110.00%
259UNITY SOFTWARE INCU41$1,3310.00%
260AIRBNB INCABNB10$1,2440.00%
261MONSTER BEVERAGE CORP NEWMNST21$1,1350.00%
262EATON CORP PLCETN5$8570.00%
263OREILLY AUTOMOTIVE INC67103H1071$8490.00%
264ADOBE SYSTEMS INCORPORATEDADBE2$7710.00%
2653M COMMM7$7360.00%
266MIZUHO FINANCIAL GROUP INCMZHOF249$7030.00%
267INVESCO QQQ TRIVZ2$7020.00%
268FORTINET INCFTNT10$6650.00%
269WALGREENS BOOTS ALLIANCE INC9314271089$3120.00%
270CBOE GLOBAL MKTS INC12503M1082$2690.00%