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HALBERT HARGROVE GLOBAL ADVISORS, LLC13F | |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | |
| Last update 2025-04-18 | 681 Stocks (379 new) |
| Value $1.77 Bil | Turnover 15 % |
HALBERT HARGROVE GLOBAL ADVISO... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 498,733 | 280,238.0 | -1.22% | 15.830 | -0.20% | 0.050 | +16.15% | +7.18% | 622,620.4 | ||
NTSX | WisdomTree U.S. Efficient Core Fund | 6,018,612 | 272,703.3 | -1.07% | 15.410 | -0.17% | 24.520 | +14.72% | +7.75% | 1,205.2 | ||
LRGF | iShares U.S. Equity Factor ETF | 3,390,727 | 196,255.3 | +1.23% | 11.090 | +0.13% | 8.650 | +16.52% | +7.75% | 2,615.0 | ||
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 1,629,049 | 149,432.6 | New Holding | 8.440 | +8.44% | 0.320 | +1.05% | +2.23% | 42,823.0 | ||
IEFA | iShares Core MSCI EAFE ETF | 1,826,096 | 138,144.1 | -0.41% | 7.800 | -0.03% | 0.110 | +13.83% | +20.18% | 142,031.8 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2,236,824 | 120,721.4 | +0.76% | 6.820 | +0.05% | 0.150 | +16.80% | +16.62% | 95,883.2 | ||
NTSI |
WisdomTree International Efficient Core Fund
WisdomTree International Efficient Core Fund
| 3,141,165 | 119,301.4 | +0.49% | 6.740 | +0.03% | 32.220 | +11.62% | +17.17% | 402.9 | ||
INTF |
iShares International Equity Factor ETF
iShares International Equity Factor ETF
| 3,182,108 | 98,136.2 | +1.27% | 5.540 | +0.07% | 6.950 | +14.34% | +20.71% | 2,165.5 | ||
EFA | iShares MSCI EAFE ETF | 1,198,109 | 97,921.4 | +4,334.98% | 5.530 | +5.41% | 0.170 | +13.28% | +19.59% | 64,100.9 | ||
IWM | iShares Russell 2000 ETF | 353,170 | 70,453.8 | +0.23% | 3.980 | +0.01% | 0.110 | +19.51% | +1.11% | 66,021.9 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC's Historical Top Holdings Breakdowns
HALBERT HARGROVE GLOBAL ADVISORS, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IWB | iShares Russell 1000 ETF | 2025-03-31 | Reduce Reduce | -8.81% | 302.31 ($323.34) 337.54 | $343.08 | 6.11% | Reduce -96.82% | 16,178 | -492,301 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | New Buy New Buy | +8.44% | 91.45 ($91.59) 91.75 | $91.58 | -0.01% | New holding | 1,629,049 | 1,629,049 | |
EFA | iShares MSCI EAFE ETF | 2025-03-31 | Add Add | +5.41% | 74.85 ($80.6) 84.89 | $88.88 | 10.27% | Add 4334.98% | 1,198,109 | 1,171,094 | |
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 2025-03-31 | Reduce Reduce | -5.32% | 50.29 ($50.4) 50.5 | $50.40 | -0.01% | Reduce -99.73% | 5,073 | -1,899,892 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.20% | 554.06 ($590.51) 615.85 | $627.01 | 6.18% | Reduce -1.22% | 498,733 | -6,170 | |
NTSX | WisdomTree U.S. Efficient Core Fund | 2025-03-31 | Reduce Reduce | -0.17% | 44.7 ($47.2) 49.05 | $50.01 | 5.95% | Reduce -1.07% | 6,018,612 | -65,394 | |
PH | Parker Hannifin Corp | 2025-03-31 | New Buy New Buy | +0.14% | 591.65 ($654) 707.05 | $711.73 | 8.83% | New holding | 4,203 | 4,203 | |
LRGF | iShares U.S. Equity Factor ETF | 2025-03-31 | Add Add | +0.13% | 56.95 ($60.96) 63.95 | $64.65 | 6.05% | Add 1.23% | 3,390,727 | 41,212 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.12% | 375.39 ($407.71) 447.2 | $502.90 | 23.35% | Reduce -32.15% | 10,466 | -4,960 | |
EEM | iShares MSCI Emerging Markets ETF | 2025-03-31 | Reduce Reduce | -0.11% | 40.81 ($43.44) 45.34 | $48.28 | 11.14% | Reduce -3.63% | 1,226,171 | -46,251 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC Total Holding History ($B)
HALBERT HARGROVE GLOBAL ADVISORS, LLC's Asset Allocation
HALBERT HARGROVE GLOBAL ADVISORS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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HALBERT HARGROVE GLOBAL ADVISORS, LLC's Hypothetical Growth since 2025-03-31
HALBERT HARGROVE GLOBAL ADVISORS, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
HALBERT HARGROVE GLOBAL ADVISORS, LLC's Holdings Heat Map
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HALBERT HARGROVE GLOBAL ADVISORS, LLC's Holdings Bubble Chart
HALBERT HARGROVE GLOBAL ADVISORS, LLC News
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