HALBERT HARGROVE GLOBAL ADVISORS, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    long beach, CA
  • CIK
    0001484205
  • Alternate names
    Halbert, Hargrove/Russell LLC
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

682

$1.77 B
IVV, NTSX, LRGF, KRE
13F-HR
Apr 18, 2025
000148420525000006

322

$1.80 B
IVV, NTSX, LRGF, IWB
13F-HR
Feb 5, 2025
000148420525000002

91

$1.82 B
IVV, NTSX, LRGF, IWB
13F-HR
Oct 16, 2024
000122107324000083

93

$1.72 B
IVV, NTSX, LRGF, IWB
13F-HR
Jul 26, 2024
000122107324000058

100

$1.53 B
NTSX, IVV, IWB, IEFA
13F-HR
Apr 18, 2024
000122107324000024

96

$1.46 B
NTSX, IVV, IWB, IEFA
13F-HR
Jan 24, 2024
000122107324000005

98

$1.34 B
IVV, NTSX, IWB, IEFA
13F-HR
Oct 16, 2023
000122107323000071

94

$1.37 B
IVV, NTSX, IWB, IEFA
13F-HR
Aug 14, 2023
000122107323000068

168

$1.48 B
IVV, NTSX, IEFA, LDUR
13F-HR
Apr 25, 2023
000122107323000035

164

$1.40 B
IVV, NTSX, LDUR, KRE
13F-HR
Jan 25, 2023
000122107323000003

152

$1.29 B
IVV, NTSX, LDUR, KRE
13F-HR
Oct 24, 2022
000122107322000074

146

$1.35 B
IVV, NTSX, LDUR, KRE
13F-HR
Aug 5, 2022
000122107322000063

164

$1.52 B
IVV, NTSX, IEFA, IWB
13F-HR
May 13, 2022
000122107322000041

165

$1.57 B
NTSX, IVV, IWB, IEFA
13F-HR
Feb 14, 2022
000122107322000020

149

$1.44 B
NTSX, IVV, IEFA, IWB
13F-HR
Oct 29, 2021
000122107321000103

153

$1.52 B
NTSX, IVV, IEFA, IWB
13F-HR
Jul 29, 2021
000122107321000081

133

$1.39 B
NTSX, IVV, IEFA, IWB
13F-HR
May 6, 2021
000122107321000053

117

$1.32 B
NTSX, IVV, IEFA, IWB
13F-HR
Feb 4, 2021
000122107321000005

98

$1.04 B
NTSX, IVV, IEFA, IWB
13F-HR
Nov 10, 2020
000122107320000153

93

$680.67 M
NTSX, IWB, SHV, IVV
13F-HR
Aug 10, 2020
000122107320000133

79

$572.98 M
KRE, SHV, AGG, NTSX
13F-HR
May 1, 2020
000122107320000072

90

$387.49 M
IWB, EFA, AGG, MUB
13F-HR
Feb 12, 2020
000122107320000036

86

$377.12 M
IWB, EFA, AGG, MUB
13F-HR
Nov 12, 2019
000122107319000121

79

$368.34 M
IWB, EFA, AGG, MUB
13F-HR
Jul 26, 2019
000122107319000083

42

$28.37 M
MINT, DGS, AAPL, XOM
13F-HR
May 13, 2019
000122107319000061

74

$434.67 M
KRE, SHV, AGG, MUB
13F-HR
Feb 11, 2019
000122107319000020

87

$385.24 M
IWB, SHV, AGG, MUB
13F-HR
Oct 31, 2018
000122107318000075

74

$379.57 M
IWB, SHV, AGG, MUB
13F-HR
Aug 10, 2018
000122107318000059

72

$377.13 M
IWB, EFA, AGG, MUB
13F-HR
May 1, 2018
000122107318000028

71

$381.92 M
IWB, EFA, AGG, MUB
13F-HR
Feb 1, 2018
000122107318000007

66

$363.29 M
IWB, EFA, AGG, MUB
13F-HR
Nov 2, 2017
000122107317000096

67

$376.24 M
IWB, EFA, AGG, MUB
13F-HR
Aug 4, 2017
000122107317000073

78

$392.53 M
IWB, EFA, AGG, MUB
13F-HR
May 4, 2017
000122107317000052

74

$360.17 M
IWB, EFA, AGG, MUB
13F-HR
Feb 9, 2017
000122107317000033

68

$355.57 M
IWB, EFA, AGG, MUB
13F-HR
Nov 9, 2016
000122107316000217

74

$348.92 M
IWB, AGG, SHV, MUB
13F-HR
Aug 8, 2016
000122107316000185

79

$278.18 M
AGG, IWB, DGS, EFA
13F-HR
May 12, 2016
000122107316000161

98

$232.54 M
AGG, DGS, IEFA, EFA
13F-HR
Feb 3, 2016
000122107316000127

100

$203.58 M
AGG, DGS, IWB, EFA
13F-HR
Nov 12, 2015
000122107315000111

179

$411.26 M
AGG, IWB, EFA, DGS
13F-HR
Aug 11, 2015
000122107315000090

179

$311.60 M
IWB, EFA, DGS, VNQ
13F-HR
May 1, 2015
000122107315000051

136

$200.78 M
IWB, DGS, EFA, SCZ
13F-HR
Feb 18, 2015
000122107315000035

144

$362.37 M
IWB, AEL, ADI, DGS
13F-HR
Nov 12, 2014
000122107314000087

121

$331.98 M
IWB, EFA, SCZ, DGS
13F-HR
Aug 8, 2014
000122107314000059

128

$325.44 M
IWB, EFA, SCZ, DGS
13F-HR
May 2, 2014
000122107314000035

124

$323.71 M
IWB, EFA, SCZ, DGS
13F-HR
Feb 7, 2014
000122107314000005