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CIK: 0001484205
Total reported value
$2.3B
$2.3B
308 檔
46.5%
During the Q4 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 308 reported positions.
In Q4 2024, Halbert Hargrove Global Advisors, LLC displayed an active expansion posture, initiating 15 new positions and adding to 14 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 308 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.52% | +0.13% | +0.19% | |
| 2 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 15.78% | +0.05% | -0.48% | |
| 3 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 11.23% | +0.30% | +2.43% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-Other | 9.10% | -0.06% | -1.10% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.16% | -0.36% | +4.06% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 6.44% | +0.31% | +2.28% | |
| 7 | NTSI | Wisdomtree International Eff | ETF-Other | 6.10% | -0.31% | +3.09% | |
| 8 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 5.33% | — | — | |
| 9 | INTF | Ishares International Equity | ETF-Other | 5.01% | -0.23% | +9.85% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 4.33% | +0.04% | +1.75% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.96% | +0.15% | -2.45% | |
| 12 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.53% | -0.10% | -2.63% | |
| 13 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.71% | +0.06% | -3.25% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.62% | -0.01% | -1.25% | |
| 15 | VONE | Vanguard Russell 1000 | ETF-Other | 0.54% | — | -12.60% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.44% | -0.01% | -25.42% | |
| 17 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.42% | -0.04% | +2.82% | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.39% | -0.02% | -0.70% | |
| 19 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.39% | +0.01% | -15.87% | |
| 20 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.38% | -0.04% | -0.08% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.37% | — | -25.57% | |
| 22 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.33% | — | -3.71% | |
| 23 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.32% | -0.02% | +2.78% | |
| 24 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.31% | +0.04% | +4.48% | |
| 25 | TT | Trane Technologies plc | Stock-Industrials | 0.29% | — | — | |
| 26 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.24% | -0.08% | +3.86% | |
| 27 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.17% | +0.01% | -2.86% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | -0.07% | +0.72% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.15% | +0.01% | +65.95% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.11% | -0.02% | -97.79% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.11% | — | +5.41% | |
| 32 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.10% | — | +2.96% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.09% | — | +1.12% | |
| 34 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.09% | — | -2.19% | |
| 35 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.08% | — | +4.83% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.07% | +0.01% | +18.05% | |
| 37 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.07% | -0.03% | +0.08% | |
| 38 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.06% | — | -13.45% | |
| 39 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.06% | — | +1.57% | |
| 40 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.06% | — | -0.85% | |
| 41 | ZION | Zions Bancorp NA | Stock-Financials | 0.06% | +0.01% | — | |
| 42 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.06% | — | +2.80% | |
| 43 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.05% | — | -1.50% | |
| 44 | SDG | Ish Msci Glob Sust Deve Goal | ETF-Other | 0.05% | — | +3.97% | |
| 45 | U | Unity Software Inc | Stock-Tech | 0.05% | -0.01% | — | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.04% | — | -4.92% | |
| 47 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.04% | — | — | |
| 48 | NTSE | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.04% | — | -14.21% | |
| 49 | SNOW | Snowflake Inc | Stock-Tech | 0.04% | -0.01% | — | |
| 50 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.03% | — | NEW |
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 308 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, NTSX, LRGF) accounted for 46.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
USFR
市值: $95.9M
Top Position Liquidated / Trimmed
DMXF
前期市值: $1.2M
During Q4 2024, Halbert Hargrove Global Advisors, LLC's top holdings by market value included IVV (16.5%)、NTSX (15.8%)、LRGF (11.2%). The largest single position, IVV, represented 16.5% of total portfolio value.
In Q4 2024, Halbert Hargrove Global Advisors, LLC made 48 total portfolio adjustments, initiating 15 new buys, adding to 14 positions, trimming 18 holdings, and fully liquidating 1 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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