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CIK: 0001484205
Total reported value
$2.3B
$2.3B
85 檔
37.6%
During the Q1 2024 filing period, Halbert Hargrove Global Advisors, LLC (CIK: 0001484205) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.3B across 85 reported positions.
During Q1 2024, Halbert Hargrove Global Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 16.51% | +0.05% | -0.29% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.15% | +0.13% | -2.69% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-Other | 8.64% | -0.06% | +0.07% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.88% | -0.36% | -1.92% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 7.73% | -0.02% | +1.09% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 7.29% | +0.31% | +4.49% | |
| 7 | NTSI | Wisdomtree International Eff | ETF-Other | 7.15% | -0.31% | +1.47% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 4.78% | +0.04% | -1.35% | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 3.98% | +0.15% | -4.10% | |
| 10 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 2.51% | -0.10% | -2.76% | |
| 11 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 2.28% | +0.30% | +42.38% | |
| 12 | NTSE | Wisdomtree Emerging Markets | ETF-Emerging Markets | 2.03% | — | -4.71% | |
| 13 | INTF | Ishares International Equity | ETF-Other | 1.41% | -0.23% | +33.31% | |
| 14 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.90% | +0.01% | -38.29% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.86% | -0.01% | -5.16% | |
| 16 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.85% | +0.06% | -11.01% | |
| 17 | VONE | Vanguard Russell 1000 | ETF-Other | 0.76% | — | -8.20% | |
| 18 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.73% | — | -8.50% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.69% | -0.01% | -3.36% | |
| 20 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.49% | -0.02% | -6.04% | |
| 21 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.49% | -0.04% | +5.29% | |
| 22 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.49% | — | +5.72% | |
| 23 | IFGL | Ishares International Develo | ETF-Other | 0.48% | — | -5.38% | |
| 24 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.44% | +0.04% | -60.48% | |
| 25 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.40% | — | -3.82% | |
| 26 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.37% | -0.02% | +0.88% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.30% | — | -9.45% | |
| 28 | TT | Trane Technologies plc | Stock-Industrials | 0.28% | — | +99.07% | |
| 29 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.26% | -0.08% | +21.83% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.22% | +0.01% | +0.26% | |
| 31 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.20% | +0.01% | -7.80% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | -0.07% | — | |
| 33 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.15% | — | +4.98% | |
| 34 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.13% | — | -16.20% | |
| 35 | DBX | Dropbox Inc-class A | Stock-Tech | 0.13% | — | — | |
| 36 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.12% | — | +1.55% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.09% | — | — | |
| 38 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.09% | — | +1.18% | |
| 39 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.08% | — | +2.43% | |
| 40 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.08% | — | -1.63% | |
| 41 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.08% | -0.03% | +22.46% | |
| 42 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.07% | — | +8.47% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.07% | — | +30.51% | |
| 44 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.07% | — | -0.09% | |
| 45 | SDG | Ish Msci Glob Sust Deve Goal | ETF-Other | 0.06% | — | +10.33% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.06% | +0.01% | +9.08% | |
| 47 | ZION | Zions Bancorp NA | Stock-Financials | 0.05% | +0.01% | -0.52% | |
| 48 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.05% | — | -64.39% | |
| 49 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.05% | — | NEW | |
| 50 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.05% | — | +0.20% |
According to official SEC Form 13F filings, Halbert Hargrove Global Advisors, LLC reported a total U.S. public equity portfolio value of $2.3B across 85 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NTSX, IVV, IWB) accounted for 37.6% of total reported equity market value during Q1 2024.
During Q1 2024, Halbert Hargrove Global Advisors, LLC's top holdings by market value included NTSX (16.5%)、IVV (16.1%)、IWB (8.6%). The largest single position, NTSX, represented 16.5% of total portfolio value.
In Q1 2024, Halbert Hargrove Global Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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