Halbert, Hargrove/Russell LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationlong beach, CA
- CIK0001484205
- Alternate namesHALBERT HARGROVE GLOBAL ADVISORS, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
322 | $1.80B | IVV, NTSX, LRGF, IWB | 13F-HR | Feb 5, 2025 | 000148420525000002 | ||
91 | $1.82B | IVV, NTSX, LRGF, IWB | 13F-HR | Oct 16, 2024 | 000122107324000083 | ||
93 | $1.72B | IVV, NTSX, LRGF, IWB | 13F-HR | Jul 26, 2024 | 000122107324000058 | ||
100 | $1.53B | NTSX, IVV, IWB, IEFA | 13F-HR | Apr 18, 2024 | 000122107324000024 | ||
96 | $1.46B | NTSX, IVV, IWB, IEFA | 13F-HR | Jan 24, 2024 | 000122107324000005 | ||
98 | $1.34B | IVV, NTSX, IWB, IEFA | 13F-HR | Oct 16, 2023 | 000122107323000071 | ||
94 | $1.37B | IVV, NTSX, IWB, IEFA | 13F-HR | Aug 14, 2023 | 000122107323000068 | ||
168 | $1.48B | IVV, NTSX, IEFA, LDUR | 13F-HR | Apr 25, 2023 | 000122107323000035 | ||
164 | $1.40B | IVV, NTSX, LDUR, KRE | 13F-HR | Jan 25, 2023 | 000122107323000003 | ||
152 | $1.29B | IVV, NTSX, LDUR, KRE | 13F-HR | Oct 24, 2022 | 000122107322000074 | ||
146 | $1.35B | IVV, NTSX, LDUR, KRE | 13F-HR | Aug 5, 2022 | 000122107322000063 | ||
164 | $1.52B | IVV, NTSX, IEFA, IWB | 13F-HR | May 13, 2022 | 000122107322000041 | ||
165 | $1.57B | NTSX, IVV, IWB, IEFA | 13F-HR | Feb 14, 2022 | 000122107322000020 | ||
149 | $1.44B | NTSX, IVV, IEFA, IWB | 13F-HR | Oct 29, 2021 | 000122107321000103 | ||
153 | $1.52B | NTSX, IVV, IEFA, IWB | 13F-HR | Jul 29, 2021 | 000122107321000081 | ||
133 | $1.39B | NTSX, IVV, IEFA, IWB | 13F-HR | May 6, 2021 | 000122107321000053 | ||
117 | $1.32B | NTSX, IVV, IEFA, IWB | 13F-HR | Feb 4, 2021 | 000122107321000005 | ||
98 | $1.04B | NTSX, IVV, IEFA, IWB | 13F-HR | Nov 10, 2020 | 000122107320000153 | ||
93 | $680.67M | NTSX, IWB, SHV, IVV | 13F-HR | Aug 10, 2020 | 000122107320000133 | ||
79 | $572.98M | KRE, SHV, AGG, NTSX | 13F-HR | May 1, 2020 | 000122107320000072 | ||
90 | $387.49M | IWB, EFA, AGG, MUB | 13F-HR | Feb 12, 2020 | 000122107320000036 | ||
86 | $377.12M | IWB, EFA, AGG, MUB | 13F-HR | Nov 12, 2019 | 000122107319000121 | ||
79 | $368.34M | IWB, EFA, AGG, MUB | 13F-HR | Jul 26, 2019 | 000122107319000083 | ||
42 | $28.37M | MINT, DGS, AAPL, XOM | 13F-HR | May 13, 2019 | 000122107319000061 | ||
74 | $434.67M | KRE, SHV, AGG, MUB | 13F-HR | Feb 11, 2019 | 000122107319000020 | ||
87 | $385.24M | IWB, SHV, AGG, MUB | 13F-HR | Oct 31, 2018 | 000122107318000075 | ||
74 | $379.57M | IWB, SHV, AGG, MUB | 13F-HR | Aug 10, 2018 | 000122107318000059 | ||
72 | $377.13M | IWB, EFA, AGG, MUB | 13F-HR | May 1, 2018 | 000122107318000028 | ||
71 | $381.92M | IWB, EFA, AGG, MUB | 13F-HR | Feb 1, 2018 | 000122107318000007 | ||
66 | $363.29M | IWB, EFA, AGG, MUB | 13F-HR | Nov 2, 2017 | 000122107317000096 | ||
67 | $376.24M | IWB, EFA, AGG, MUB | 13F-HR | Aug 4, 2017 | 000122107317000073 | ||
78 | $392.53M | IWB, EFA, AGG, MUB | 13F-HR | May 4, 2017 | 000122107317000052 | ||
74 | $360.17M | IWB, EFA, AGG, MUB | 13F-HR | Feb 9, 2017 | 000122107317000033 | ||
68 | $355.57M | IWB, EFA, AGG, MUB | 13F-HR | Nov 9, 2016 | 000122107316000217 | ||
74 | $348.92M | IWB, AGG, SHV, MUB | 13F-HR | Aug 8, 2016 | 000122107316000185 | ||
79 | $278.18M | AGG, IWB, DGS, EFA | 13F-HR | May 12, 2016 | 000122107316000161 | ||
98 | $232.54M | AGG, DGS, IEFA, EFA | 13F-HR | Feb 3, 2016 | 000122107316000127 | ||
100 | $203.58M | AGG, DGS, IWB, EFA | 13F-HR | Nov 12, 2015 | 000122107315000111 | ||
179 | $411.26M | AGG, IWB, EFA, DGS | 13F-HR | Aug 11, 2015 | 000122107315000090 | ||
179 | $311.60M | IWB, EFA, DGS, VNQ | 13F-HR | May 1, 2015 | 000122107315000051 | ||
136 | $200.78M | IWB, DGS, EFA, SCZ | 13F-HR | Feb 18, 2015 | 000122107315000035 | ||
144 | $362.37M | AEL, IWB, ADI, DGS | 13F-HR | Nov 12, 2014 | 000122107314000087 | ||
121 | $331.98M | IWB, EFA, SCZ, DGS | 13F-HR | Aug 8, 2014 | 000122107314000059 | ||
128 | $325.44M | IWB, EFA, SCZ, DGS | 13F-HR | May 2, 2014 | 000122107314000035 | ||
124 | $323.71M | IWB, EFA, SCZ, DGS | 13F-HR | Feb 7, 2014 | 000122107314000005 |