Halbert Hargrove Global Advisors, Llc

Q2 2021 13F Holdings Report, Stock Holdings

Signature - Title
John Carlos Abusaid - President
Location
Long Beach, CA
Holdings as of
30 Jun 2021
Value $
$1.52B
Num holdings
147
Date filed
29 Jul 2021, 16:11
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included NTSX, IVV, IEFA, IWB, and EFA.
Previous filing
Q1 2021 - 06 May 2021
Next filing
Q3 2021 - 29 Oct 2021
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2021 Q2 compared to 2021 Q1 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
John Carlos Abusaid President Long Beach, California 19 Jul 2021

Other Included Managers (2):

Num Name Location File Number
4 MAI Capital Management Independence, OH 028-06392
5 Parametric Portfolio Associates Llc Seattle, WA 028-04558