HALBERT HARGROVE GLOBAL ADVISORS, LLC

Q1 2025 13F Holdings

  • Location
    long beach, CA
  • Num holdings

    682

  • Value ($000)

    $1,770,170

  • Date Filed
    04/18/2025
  • Form type
    13F-HR
  • CIK
    0001484205
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$280.24M
16 %

498,733

NTSX
NTSX

WISDOMTREE TR

US EFFICIENT COR
97717Y790
$272.70M
15 %

6,018,612

LRGF
LRGF

ISHARES TR

U S EQUITY FACTR
46434V282
$196.26M
11 %

3,390,727

KRE
KRE

SPDR SER TR

BLOOMBERG 1-3 MO
78468R663
$149.43M
8 %

1,629,049

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$138.14M
8 %

1,826,096

IEMG
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$120.72M
7 %

2,236,824

NTSI
NTSI

WISDOMTREE TR

INTERNATIONL EFI
97717Y634
$119.30M
7 %

3,141,165

INTF
INTF

ISHARES TR

INTL EQTY FACTOR
46434V274
$98.14M
6 %

3,182,108

EFA
EFA

ISHARES TR

MSCI EAFE ETF
464287465
$97.92M
6 %

1,198,109

IWM
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$70.45M
4 %

353,170

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