HALBERT HARGROVE GLOBAL ADVISORS, LLC Q1 2025 Filing

Filed April 18, 2025

Portfolio Value

$1.8B

Holdings

670

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (670 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	IVVISHARES TR	498,733	$280.2M	15.83%
2	NTSXWISDOMTREE TR	6,018,612	$272.7M	15.41%
3	LRGFISHARES TR	3,390,727	$196.3M	11.09%
4	BILSPDR SER TR	1,629,049	$149.4M	8.44%
5	AQLTISHARES TR	1,826,096	$138.1M	7.80%
6	IEMGISHARES INC	2,236,824	$120.7M	6.82%
7	NTSIWISDOMTREE TR	3,141,165	$119.3M	6.74%
8	INTFISHARES TR	3,182,108	$98.1M	5.54%
9	EFAISHARES TR	1,198,109	$97.9M	5.53%
10	IWMISHARES TR	353,170	$70.5M	3.98%
11	EEMISHARES TR	1,226,171	$53.6M	3.03%
12	SCZISHARES TR	420,890	$26.7M	1.51%
13	VEAVANGUARD TAX-MANAGED FDS	227,560	$11.6M	0.65%
14	IWCISHARES TR	101,167	$11.2M	0.63%
15	VONEVANGUARD SCOTTSDALE FDS	34,248	$8.7M	0.49%
16	PYLDPIMCO ETF TR	297,990	$7.9M	0.44%
17	BONDPIMCO ETF TR	78,815	$7.3M	0.41%
18	ABNBAIRBNB INC	53,004	$6.3M	0.36%	Put
19	JPIBJ P MORGAN EXCHANGE TRADED F	124,468	$6.0M	0.34%
20	AAPLAPPLE INC	26,747	$5.9M	0.34%	Put
21	IWVISHARES TR	18,252	$5.8M	0.33%
22	ESGUISHARES TR	46,010	$5.6M	0.32%
23	MINTPIMCO ETF TR	52,625	$5.3M	0.30%
24	IWBISHARES TR	16,178	$5.0M	0.28%
25	TTTRANE TECHNOLOGIES PLC	14,067	$4.7M	0.27%	Put
26	MSFTMICROSOFT CORP	11,166	$4.2M	0.24%	Put
27	ISRGINTUITIVE SURGICAL INC	8,161	$4.0M	0.23%	Put
28	VTWOVANGUARD SCOTTSDALE FDS	40,615	$3.3M	0.19%
29	LLYELI LILLY & CO	3,576	$3.0M	0.17%	Put
30	PHPARKER-HANNIFIN CORP	4,203	$2.6M	0.14%
31	GOOGLALPHABET INC	15,515	$2.4M	0.14%	Put
32	ESGDISHARES TR	27,315	$2.2M	0.13%
33	GOOGALPHABET INC	9,523	$1.5M	0.08%	Put
34	ESGEISHARES INC	35,099	$1.2M	0.07%
35	DMXFISHARES TR	17,473	$1.2M	0.07%
36	NDQINVESCO QQQ TR	2,489	$1.2M	0.07%
37	DESWISDOMTREE TR	36,235	$1.2M	0.07%
38	USRTISHARES TR	19,742	$1.1M	0.06%
39	ZIONZIONS BANCORPORATION N A	19,109	$953K	0.05%
40	ESGVVANGUARD WORLD FD	9,201	$901K	0.05%
41	VSSVANGUARD INTL EQUITY INDEX F	7,746	$895K	0.05%
42	VFMFVANGUARD WELLINGTON FD	6,849	$865K	0.05%
43	VOOVANGUARD INDEX FDS	1,666	$856K	0.05%
44	VWOVANGUARD INTL EQUITY INDEX F	17,244	$780K	0.04%
45	UUNITY SOFTWARE INC	37,625	$737K	0.04%	Put
46	IRINGERSOLL RAND INC	8,067	$646K	0.04%	Put
47	NTSEWISDOMTREE TR	21,153	$635K	0.04%
48	SNOWSNOWFLAKE INC	4,253	$622K	0.04%	Put
49	LDURPIMCO ETF TR	6,223	$597K	0.03%
50	KELKELLANOVA	6,569	$542K	0.03%
51	SDGISHARES TR	7,340	$531K	0.03%
52	CTSHCOGNIZANT TECHNOLOGY SOLUTIO	6,818	$522K	0.03%	Put
53	BALLBALL CORP	9,051	$471K	0.03%
54	AGGISHARES TR	4,675	$462K	0.03%
55	IWFISHARES TR	1,209	$437K	0.02%
56	TSLATESLA INC	1,598	$414K	0.02%
57	SPYSPDR S&P 500 ETF TR	694	$388K	0.02%
58	JPSTJ P MORGAN EXCHANGE TRADED F	6,904	$350K	0.02%
59	VUGVANGUARD INDEX FDS	901	$334K	0.02%
60	XLYSELECT SECTOR SPDR TR	1,623	$320K	0.02%
61	QGRWWISDOMTREE TR	6,964	$306K	0.02%
62	CRBNISHARES TR	1,554	$297K	0.02%
63	WBAWALGREENS BOOTS ALLIANCE INC	25,541	$285K	0.02%
64	AOAISHARES TR	3,641	$279K	0.02%
65	USFRWISDOMTREE TR	5,073	$255K	0.01%
66	WMTWALMART INC	2,776	$244K	0.01%
67	XLISELECT SECTOR SPDR TR	1,788	$234K	0.01%
68	WCBRWISDOMTREE TR	8,323	$226K	0.01%
69	VTIVANGUARD INDEX FDS	773	$213K	0.01%
70	VBVANGUARD INDEX FDS	952	$211K	0.01%
71	METAMETA PLATFORMS INC	360	$208K	0.01%
72	VSGXVANGUARD WORLD FD	3,483	$205K	0.01%
73	DGRWWISDOMTREE TR	2,523	$201K	0.01%
74	ITOTISHARES TR	1,615	$197K	0.01%
75	EMXCISHARES INC	3,455	$190K	0.01%
76	WQTMWISDOMTREE TR	5,372	$174K	0.01%
77	SCHFSCHWAB STRATEGIC TR	8,699	$172K	0.01%
78	WTAIWISDOMTREE TR	8,990	$171K	0.01%
79	ESMLISHARES TR	4,390	$169K	0.01%
80	VCITVANGUARD SCOTTSDALE FDS	2,051	$168K	0.01%
81	ILCGISHARES TR	2,021	$164K	0.01%
82	VYMVANGUARD WHITEHALL FDS	1,258	$162K	0.01%
83	BRK/BBERKSHIRE HATHAWAY INC DEL	283	$151K	0.01%
84	VVISA INC	426	$149K	0.01%
85	VXUSVANGUARD STAR FDS	2,296	$143K	0.01%
86	SUSCISHARES TR	6,118	$141K	0.01%
87	VBRVANGUARD INDEX FDS	718	$134K	0.01%
88	VNQVANGUARD INDEX FDS	1,462	$132K	0.01%
89	BACBANK AMERICA CORP	3,167	$132K	0.01%
90	HPIHANCOCK JOHN PFD INCOME FD	7,620	$126K	0.01%
91	LILI AUTO INC	5,000	$126K	0.01%
92	ARKFARK ETF TR	3,688	$123K	0.01%
93	SCHGSCHWAB STRATEGIC TR	4,880	$122K	0.01%
94	SCHBSCHWAB STRATEGIC TR	5,664	$122K	0.01%
95	SDYSPDR SER TR	898	$122K	0.01%
96	IJHISHARES TR	2,081	$121K	0.01%
97	COSTCOSTCO WHSL CORP NEW	128	$121K	0.01%
98	IDV*ISHARES TR	3,900	$121K	0.01%
99	AORISHARES TR	1,961	$113K	0.01%
100	BNDVANGUARD BD INDEX FDS	1,520	$112K	0.01%

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