HALBERT HARGROVE GLOBAL ADVISORS, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 26, 2024
Value $
$1.7B
Signature - Title
John Carlos Abusaid - President
Location
111 West Ocean Boulevard, Suite 2300, Long Beach, California
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 143 $1.28B +$46.6M -$18.5M +$28.1M IVV, NTSX, LDUR, BIL, SHV 13F-HR 10/24/2022, 04:17 PM
Q2 2022 137 $1.34B +$255M -$215M +$39.5M IVV, NTSX, LDUR, BIL, IEFA 13F-HR 8/5/2022, 01:51 PM
Q1 2022 155 $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 128 $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 79 $382M +$6.12M -$13.6M -$7.46M IWB, EFA, AGG, MUB, MINT 13F-HR 2/11/2020, 07:25 PM
Q3 2019 73 $371M +$12M -$8.6M +$3.38M 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 131 $203M +$12.8M -$127M -$114M IWB, DGS, EFA, SCZ, VNQ 13F-HR 11/12/2014, 05:09 PM
Q2 2014 113 $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