HALBERT HARGROVE GLOBAL ADVISORS, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Long Beach, CA
CIK
0001484205
Alternate names
Halbert, Hargrove/Russell LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 96 1,456,005 NTSX, IVV, IWB, IEFA 13F-HR 1/23/2024 000122107324000005
Q3 2023 98 1,340,886 IVV, NTSX, IWB, IEFA 13F-HR 10/16/2023 000122107323000071
Q2 2023 94 1,370,531 IVV, NTSX, IWB, IEFA 13F-HR 8/14/2023 000122107323000068
Q1 2023 168 1,476,436 IVV, NTSX, IEFA, LDUR 13F-HR 4/25/2023 000122107323000035
Q4 2022 164 1,399,261 IVV, NTSX, LDUR, BIL 13F-HR 1/25/2023 000122107323000003
Q3 2022 152 1,294,590 IVV, NTSX, LDUR, BIL 13F-HR 10/24/2022 000122107322000074
Q2 2022 146 1,349,019 IVV, NTSX, LDUR, BIL 13F-HR 8/5/2022 000122107322000063
Q1 2022 164 1,515,429 IVV, NTSX, IEFA, IWB 13F-HR 5/13/2022 000122107322000041
Q4 2021 165 1,572,235 NTSX, IVV, IWB, IEFA 13F-HR 2/14/2022 000122107322000020
Q3 2021 149 1,438,791 NTSX, IVV, IEFA, IWB 13F-HR 10/29/2021 000122107321000103
Q2 2021 153 1,523,654 NTSX, IVV, IEFA, IWB 13F-HR 7/29/2021 000122107321000081
Q1 2021 133 1,390,827 NTSX, IVV, IEFA, IWB 13F-HR 5/5/2021 000122107321000053
Q4 2020 117 1,319,735 NTSX, IVV, IEFA, IWB 13F-HR 2/4/2021 000122107321000005
Q3 2020 98 1,041,191 NTSX, IVV, IEFA, IWB 13F-HR 11/10/2020 000122107320000153
Q2 2020 93 680,666 NTSX, IWB, SHV, IVV 13F-HR 8/10/2020 000122107320000133
Q1 2020 79 572,978 BIL, SHV, AGG, NTSX 13F-HR 5/1/2020 000122107320000072
Q4 2019 90 387,491 IWB, EFA, AGG, MUB 13F-HR 2/12/2020 000122107320000036
Q3 2019 86 377,117 IWB, EFA, AGG, MUB 13F-HR 11/12/2019 000122107319000121
Q2 2019 79 368,340 IWB, EFA, AGG, MUB 13F-HR 7/26/2019 000122107319000083
Q1 2019 42 28,368 MINT, DGS, AAPL, XOM 13F-HR 5/13/2019 000122107319000061
Q4 2018 74 434,671 BIL, SHV, AGG, MUB 13F-HR 2/11/2019 000122107319000020
Q3 2018 87 385,235 IWB, SHV, AGG, MUB 13F-HR 10/31/2018 000122107318000075
Q2 2018 74 379,572 IWB, SHV, AGG, MUB 13F-HR 8/10/2018 000122107318000059
Q1 2018 72 377,125 IWB, EFA, AGG, MUB 13F-HR 5/1/2018 000122107318000028
Q4 2017 71 381,921 IWB, EFA, AGG, MUB 13F-HR 2/1/2018 000122107318000007
Q3 2017 66 363,288 IWB, EFA, AGG, MUB 13F-HR 11/2/2017 000122107317000096
Q2 2017 67 376,243 IWB, EFA, AGG, MUB 13F-HR 8/4/2017 000122107317000073
Q1 2017 78 392,531 IWB, EFA, AGG, MUB 13F-HR 5/4/2017 000122107317000052
Q4 2016 74 360,169 IWB, EFA, AGG, MUB 13F-HR 2/9/2017 000122107317000033
Q3 2016 68 355,566 IWB, EFA, AGG, MUB 13F-HR 11/9/2016 000122107316000217
Q2 2016 74 348,923 IWB, AGG, SHV, MUB 13F-HR 8/8/2016 000122107316000185
Q1 2016 79 278,181 AGG, IWB, DGS, EFA 13F-HR 5/12/2016 000122107316000161
Q4 2015 98 232,543 AGG, DGS, IEFA, EFA 13F-HR 2/3/2016 000122107316000127
Q3 2015 100 203,578 AGG, DGS, IWB, EFA 13F-HR 11/12/2015 000122107315000111
Q2 2015 179 411,265 AGG, IWB, EFA, DGS 13F-HR 8/11/2015 000122107315000090
Q1 2015 179 311,603 IWB, EFA, DGS, VNQ 13F-HR 5/1/2015 000122107315000051
Q4 2014 136 200,785 IWB, DGS, EFA, SCZ 13F-HR 2/18/2015 000122107315000035
Q3 2014 144 362,369 AEL, IWB, ADI, DGS 13F-HR 11/12/2014 000122107314000087
Q2 2014 121 331,982 IWB, EFA, SCZ, DGS 13F-HR 8/8/2014 000122107314000059
Q1 2014 128 325,440 IWB, EFA, SCZ, DGS 13F-HR 5/2/2014 000122107314000035
Q4 2013 124 323,706 IWB, EFA, SCZ, DGS 13F-HR 2/7/2014 000122107314000005