HALBERT HARGROVE GLOBAL ADVISORS, LLC Q1 2025 Filing
Filed April 18, 2025
Portfolio Value
$1.8T
Holdings
670
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (670 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 498,733 | $280.2B | 15.83% | |
| 2 | NTSXWISDOMTREE TR | 6,018,612 | $272.7B | 15.41% | |
| 3 | LRGFISHARES TR | 3,390,727 | $196.3B | 11.09% | |
| 4 | BILSPDR SER TR | 1,629,049 | $149.4B | 8.44% | |
| 5 | AQLTISHARES TR | 1,826,096 | $138.1B | 7.80% | |
| 6 | IEMGISHARES INC | 2,236,824 | $120.7B | 6.82% | |
| 7 | NTSIWISDOMTREE TR | 3,141,165 | $119.3B | 6.74% | |
| 8 | INTFISHARES TR | 3,182,108 | $98.1B | 5.54% | |
| 9 | EFAISHARES TR | 1,198,109 | $97.9B | 5.53% | |
| 10 | IWMISHARES TR | 353,170 | $70.5B | 3.98% | |
| 11 | EEMISHARES TR | 1,226,171 | $53.6B | 3.03% | |
| 12 | SCZISHARES TR | 420,890 | $26.7B | 1.51% | |
| 13 | VEAVANGUARD TAX-MANAGED FDS | 227,560 | $11.6B | 0.65% | |
| 14 | IWCISHARES TR | 101,167 | $11.2B | 0.63% | |
| 15 | VONEVANGUARD SCOTTSDALE FDS | 34,248 | $8.7B | 0.49% | |
| 16 | PYLDPIMCO ETF TR | 297,990 | $7.9B | 0.44% | |
| 17 | BONDPIMCO ETF TR | 78,815 | $7.3B | 0.41% | |
| 18 | ABNBAIRBNB INC | 53,004 | $6.3B | 0.36% | Put |
| 19 | JPIBJ P MORGAN EXCHANGE TRADED F | 124,468 | $6.0B | 0.34% | |
| 20 | AAPLAPPLE INC | 26,747 | $5.9B | 0.34% | Put |
| 21 | IWVISHARES TR | 18,252 | $5.8B | 0.33% | |
| 22 | ESGUISHARES TR | 46,010 | $5.6B | 0.32% | |
| 23 | MINTPIMCO ETF TR | 52,625 | $5.3B | 0.30% | |
| 24 | IWBISHARES TR | 16,178 | $5.0B | 0.28% | |
| 25 | TTTRANE TECHNOLOGIES PLC | 14,067 | $4.7B | 0.27% | Put |
| 26 | MSFTMICROSOFT CORP | 11,166 | $4.2B | 0.24% | Put |
| 27 | ISRGINTUITIVE SURGICAL INC | 8,161 | $4.0B | 0.23% | Put |
| 28 | VTWOVANGUARD SCOTTSDALE FDS | 40,615 | $3.3B | 0.19% | |
| 29 | LLYELI LILLY & CO | 3,576 | $3.0B | 0.17% | Put |
| 30 | PHPARKER-HANNIFIN CORP | 4,203 | $2.6B | 0.14% | |
| 31 | GOOGLALPHABET INC | 15,515 | $2.4B | 0.14% | Put |
| 32 | ESGDISHARES TR | 27,315 | $2.2B | 0.13% | |
| 33 | GOOGALPHABET INC | 9,523 | $1.5B | 0.08% | Put |
| 34 | ESGEISHARES INC | 35,099 | $1.2B | 0.07% | |
| 35 | DMXFISHARES TR | 17,473 | $1.2B | 0.07% | |
| 36 | NDQINVESCO QQQ TR | 2,489 | $1.2B | 0.07% | |
| 37 | DESWISDOMTREE TR | 36,235 | $1.2B | 0.07% | |
| 38 | USRTISHARES TR | 19,742 | $1.1B | 0.06% | |
| 39 | ZIONZIONS BANCORPORATION N A | 19,109 | $952.8M | 0.05% | |
| 40 | ESGVVANGUARD WORLD FD | 9,201 | $901.2M | 0.05% | |
| 41 | VSSVANGUARD INTL EQUITY INDEX F | 7,746 | $895.5M | 0.05% | |
| 42 | VFMFVANGUARD WELLINGTON FD | 6,849 | $865.1M | 0.05% | |
| 43 | VOOVANGUARD INDEX FDS | 1,666 | $856.4M | 0.05% | |
| 44 | VWOVANGUARD INTL EQUITY INDEX F | 17,244 | $780.5M | 0.04% | |
| 45 | UUNITY SOFTWARE INC | 37,625 | $737.1M | 0.04% | Put |
| 46 | IRINGERSOLL RAND INC | 8,067 | $645.6M | 0.04% | Put |
| 47 | NTSEWISDOMTREE TR | 21,153 | $635.0M | 0.04% | |
| 48 | SNOWSNOWFLAKE INC | 4,253 | $621.6M | 0.04% | Put |
| 49 | LDURPIMCO ETF TR | 6,223 | $597.3M | 0.03% | |
| 50 | KELKELLANOVA | 6,569 | $541.9M | 0.03% | |
| 51 | SDGISHARES TR | 7,340 | $531.3M | 0.03% | |
| 52 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 6,818 | $521.6M | 0.03% | Put |
| 53 | BALLBALL CORP | 9,051 | $471.3M | 0.03% | |
| 54 | AGGISHARES TR | 4,675 | $462.4M | 0.03% | |
| 55 | IWFISHARES TR | 1,209 | $436.6M | 0.02% | |
| 56 | TSLATESLA INC | 1,598 | $414.1M | 0.02% | |
| 57 | SPYSPDR S&P 500 ETF TR | 694 | $388.2M | 0.02% | |
| 58 | JPSTJ P MORGAN EXCHANGE TRADED F | 6,904 | $349.6M | 0.02% | |
| 59 | VUGVANGUARD INDEX FDS | 901 | $334.1M | 0.02% | |
| 60 | XLYSELECT SECTOR SPDR TR | 1,623 | $320.5M | 0.02% | |
| 61 | QGRWWISDOMTREE TR | 6,964 | $305.7M | 0.02% | |
| 62 | CRBNISHARES TR | 1,554 | $297.0M | 0.02% | |
| 63 | WBAWALGREENS BOOTS ALLIANCE INC | 25,541 | $285.3M | 0.02% | |
| 64 | AOAISHARES TR | 3,641 | $278.5M | 0.02% | |
| 65 | USFRWISDOMTREE TR | 5,073 | $255.3M | 0.01% | |
| 66 | WMTWALMART INC | 2,776 | $243.7M | 0.01% | |
| 67 | XLISELECT SECTOR SPDR TR | 1,788 | $234.4M | 0.01% | |
| 68 | WCBRWISDOMTREE TR | 8,323 | $225.6M | 0.01% | |
| 69 | VTIVANGUARD INDEX FDS | 773 | $212.5M | 0.01% | |
| 70 | VBVANGUARD INDEX FDS | 952 | $211.1M | 0.01% | |
| 71 | METAMETA PLATFORMS INC | 360 | $207.5M | 0.01% | |
| 72 | VSGXVANGUARD WORLD FD | 3,483 | $205.4M | 0.01% | |
| 73 | DGRWWISDOMTREE TR | 2,523 | $201.5M | 0.01% | |
| 74 | ITOTISHARES TR | 1,615 | $197.1M | 0.01% | |
| 75 | EMXCISHARES INC | 3,455 | $190.3M | 0.01% | |
| 76 | WQTMWISDOMTREE TR | 5,372 | $174.3M | 0.01% | |
| 77 | SCHFSCHWAB STRATEGIC TR | 8,699 | $172.1M | 0.01% | |
| 78 | WTAIWISDOMTREE TR | 8,990 | $170.8M | 0.01% | |
| 79 | ESMLISHARES TR | 4,390 | $168.6M | 0.01% | |
| 80 | VCITVANGUARD SCOTTSDALE FDS | 2,051 | $167.7M | 0.01% | |
| 81 | ILCGISHARES TR | 2,021 | $163.7M | 0.01% | |
| 82 | VYMVANGUARD WHITEHALL FDS | 1,258 | $162.2M | 0.01% | |
| 83 | BRK/BBERKSHIRE HATHAWAY INC DEL | 283 | $150.7M | 0.01% | |
| 84 | VVISA INC | 426 | $149.3M | 0.01% | |
| 85 | VXUSVANGUARD STAR FDS | 2,296 | $142.6M | 0.01% | |
| 86 | SUSCISHARES TR | 6,118 | $141.1M | 0.01% | |
| 87 | VBRVANGUARD INDEX FDS | 718 | $133.7M | 0.01% | |
| 88 | VNQVANGUARD INDEX FDS | 1,462 | $132.4M | 0.01% | |
| 89 | BACBANK AMERICA CORP | 3,167 | $132.2M | 0.01% | |
| 90 | HPIHANCOCK JOHN PFD INCOME FD | 7,620 | $126.4M | 0.01% | |
| 91 | LILI AUTO INC | 5,000 | $126.0M | 0.01% | |
| 92 | ARKFARK ETF TR | 3,688 | $122.7M | 0.01% | |
| 93 | SCHGSCHWAB STRATEGIC TR | 4,880 | $122.2M | 0.01% | |
| 94 | SCHBSCHWAB STRATEGIC TR | 5,664 | $121.9M | 0.01% | |
| 95 | SDYSPDR SER TR | 898 | $121.8M | 0.01% | |
| 96 | IJHISHARES TR | 2,081 | $121.4M | 0.01% | |
| 97 | COSTCOSTCO WHSL CORP NEW | 128 | $121.0M | 0.01% | |
| 98 | IDV*ISHARES TR | 3,900 | $121.0M | 0.01% | |
| 99 | AORISHARES TR | 1,961 | $112.9M | 0.01% | |
| 100 | BNDVANGUARD BD INDEX FDS | 1,520 | $111.6M | 0.01% |
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