Halbert Hargrove Global Advisors, Llc

13F Filings History

Latest 13F report: Q1 2025 - Apr 18, 2025
Value $: $1.76B
Signature - Title: Brenden Melrose - Chief Compliance Officer
Location: Long Beach, CA
Summary: This page shows a list of all the recent 13F filings made by Halbert Hargrove Global Advisors, Llc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Halbert Hargrove Global Advisors, Llc reported 651 stock holdings with total value $1.76B as of Q1 2025. Top holdings included IVV, NTSX, LRGF, BIL, and IEFA.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q1 2025	651	$1.76B	+$260M	-$268M	-$8M	IVV, NTSX, LRGF, BIL, IEFA	13F-HR	4/17/2025, 05:40 PM
Q4 2024	295	$1.78B	+$132M	-$104M	+$27.5M	IVV, NTSX, LRGF, IWB, IEFA	13F-HR	2/5/2025, 05:06 PM
Q3 2024	76	$1.81B	+$40.4M	-$51M	-$10.6M	IVV, NTSX, LRGF, IWB, IEFA	13F-HR	10/16/2024, 05:15 PM
Q2 2024	78	$1.7B	+$238M	-$66.2M	+$172M	IVV, NTSX, LRGF, IWB, IEFA	13F-HR	7/26/2024, 05:06 PM
Q1 2024	85	$1.51B	+$31.9M	-$50.8M	-$18.9M	NTSX, IVV, IWB, IEFA, EFA	13F-HR	4/17/2024, 06:49 PM
Q4 2023	88	$1.44B	+$139M	-$154M	-$14.9M	NTSX, IVV, IWB, IEFA, EFA	13F-HR	1/23/2024, 08:45 PM
Q3 2023	91	$1.33B	+$149M	-$122M	+$26.9M	IVV, NTSX, IWB, IEFA, USFR	13F-HR	10/13/2023, 09:21 PM
Q2 2023	87	$1.36B	+$15.4M	-$170M	-$155M	IVV, NTSX, IWB, IEFA, EFA	13F-HR	8/14/2023, 02:03 PM
Q1 2023	160	$1.46B	+$116M	-$122M	-$5.83M	IVV, NTSX, IEFA, LDUR, IWB	13F-HR	4/25/2023, 04:53 PM
Q4 2022	156	$1.39B	+$207M	-$177M	+$30.1M	IVV, NTSX, LDUR, BIL, IEFA	13F-HR	1/25/2023, 07:19 AM
Q3 2022	144	$1.28B	+$46.6M	-$18.5M	+$28.1M	IVV, NTSX, LDUR, BIL, SHV	13F-HR	10/24/2022, 04:17 PM
Q2 2022	139	$1.34B	+$255M	-$215M	+$39.7M	IVV, NTSX, LDUR, BIL, IEFA	13F-HR	8/5/2022, 01:51 PM
Q1 2022	156	$1.51B	+$118M	-$73M	+$44.8M	IVV, NTSX, IEFA, IWB, BOND	13F-HR	5/13/2022, 11:16 AM
Q4 2021	158	$1.56B	+$303M	-$246M	+$56.9M	NTSX, IVV, IWB, IEFA, BOND	13F-HR	2/14/2022, 05:01 PM
Q3 2021	147	$1.44B	+$21.6M	-$76.7M	-$55.1M	NTSX, IVV, IEFA, IWB, EFA	13F-HR	10/29/2021, 05:13 PM
Q2 2021	147	$1.52B	+$52.2M	-$6.79M	+$45.4M	NTSX, IVV, IEFA, IWB, EFA	13F-HR	7/29/2021, 04:11 PM
Q1 2021	129	$1.38B	+$36.3M	-$18M	+$18.4M	NTSX, IVV, IEFA, IWB, EFA	13F-HR	5/5/2021, 09:11 PM
Q4 2020	113	$1.31B	+$150M	-$18.9M	+$132M	NTSX, IVV, IEFA, IWB, EFA	13F-HR	2/4/2021, 09:48 AM
Q3 2020	94	$1.04B	+$421M	-$99.4M	+$321M	NTSX, IVV, IEFA, IWB, EFA	13F-HR	11/9/2020, 08:35 PM
Q2 2020	89	$678M	+$265M	-$209M	+$56M	NTSX, IWB, SHV, IVV, EEM	13F-HR	8/10/2020, 05:08 PM
Q1 2020	75	$572M	+$407M	-$167M	+$240M	BIL, SHV, AGG, NTSX, MUB	13F-HR	5/1/2020, 05:02 PM
Q4 2019	82	$382M	+$6.12M	-$13.6M	-$7.5M	IWB, EFA, AGG, MUB, MINT	13F-HR	2/11/2020, 07:25 PM
Q3 2019	77	$372M	+$12M	-$8.62M	+$3.37M	IWB, EFA, AGG, MUB, EEM	13F-HR	11/12/2019, 10:27 AM
Q2 2019	73	$365M	+$341M	-$2.07M	+$339M	IWB, EFA, AGG, MUB, MINT	13F-HR	7/25/2019, 05:54 PM
Q1 2019	37	$26M	+$2.46M	-$413M	-$411M	MINT, DGS, AAPL, XOM, AMZN	13F-HR	5/13/2019, 01:34 PM
Q4 2018	73	$434M	+$175M	-$105M	+$69.7M	BIL, SHV, AGG, MUB, EEM	13F-HR	2/11/2019, 07:03 AM
Q3 2018	75	$385M	+$5.57M	-$8.24M	-$2.66M	IWB, SHV, AGG, MUB, DGS	13F-HR	10/31/2018, 05:26 PM
Q2 2018	74	$380M	+$98.1M	-$95.1M	+$3M	IWB, SHV, AGG, MUB, DGS	13F-HR	8/10/2018, 11:09 AM
Q1 2018	72	$377M	+$11M	-$10.8M	+$192K	IWB, EFA, AGG, MUB, DGS	13F-HR	5/1/2018, 09:11 AM
Q4 2017	71	$382M	+$15.2M	-$7.01M	+$8.17M	IWB, EFA, AGG, MUB, DGS	13F-HR	2/1/2018, 04:22 PM
Q3 2017	66	$363M	+$2.34M	-$26M	-$23.7M	IWB, EFA, AGG, MUB, DGS	13F-HR	11/2/2017, 11:44 AM
Q2 2017	67	$376M	+$7.54M	-$33.8M	-$26.2M	IWB, EFA, AGG, MUB, DGS	13F-HR	8/4/2017, 09:57 AM
Q1 2017	78	$393M	+$18.2M	-$4.19M	+$14M	IWB, EFA, AGG, MUB, DGS	13F-HR	5/3/2017, 08:33 PM
Q4 2016	72	$360M	+$12.2M	-$2.29M	+$9.89M	IWB, EFA, AGG, MUB, DGS	13F-HR	2/9/2017, 11:44 AM
Q3 2016	68	$356M	+$76.9M	-$76.5M	+$379K	IWB, EFA, AGG, MUB, DGS	13F-HR	11/9/2016, 04:42 PM
Q2 2016	74	$349M	+$119M	-$53.5M	+$65.3M	IWB, AGG, SHV, MUB, DGS	13F-HR	8/8/2016, 09:05 AM
Q1 2016	79	$278M	+$88.3M	-$48.4M	+$39.9M	AGG, IWB, DGS, EFA, VNQ	13F-HR	5/12/2016, 12:58 PM
Q4 2015	98	$233M	+$44.6M	-$16.4M	+$28.2M	AGG, DGS, IEFA, EFA, IWB	13F-HR	2/2/2016, 08:47 PM
Q3 2015	100	$204M	+$17.6M	-$201M	-$183M	AGG, DGS, IWB, EFA, VNQ	13F-HR	11/12/2015, 06:07 AM
Q2 2015	179	$411M	+$115M	-$13.3M	+$102M	AGG, IWB, EFA, DGS, VNQ	13F-HR	8/10/2015, 09:49 PM
Q1 2015	179	$312M	+$119M	-$10.6M	+$108M	IWB, EFA, DGS, VNQ, SCZ	13F-HR	5/1/2015, 04:45 PM
Q4 2014	136	$201M	+$7.95M	-$15.1M	-$7.15M	IWB, DGS, EFA, SCZ, EEM	13F-HR	2/17/2015, 09:50 PM
Q3 2014	144	$203M	+$12.8M	-$127M	-$114M	IWB, DGS, EFA, SCZ, VNQ	13F-HR	11/12/2014, 05:09 PM
Q2 2014	121	$328M	+$5.8M	-$11.4M	-$5.59M	IWB, EFA, SCZ, DGS, VO	13F-HR	8/8/2014, 03:35 PM
Q1 2014	127	$325M	+$4.78M	-$6.33M	-$1.55M	IWB, EFA, SCZ, DGS, VO	13F-HR	5/2/2014, 06:57 AM
Q4 2013	124	$324M	$0	$0		IWB, EFA, SCZ, DGS, VO	13F-HR	2/7/2014, 01:28 PM

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