HALBERT HARGROVE GLOBAL ADVISORS, LLC

13F filer, CIK 1484205, LONG BEACH, CA

HALBERT HARGROVE GLOBAL ADVISORS, LLC reported $1,823,807,320 across 91 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-16. Its ten largest share positions make up 87.6% of the portfolio.

Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001221073-24-000083

Period: 2024-09-30
Reported value: $1.82B
Holdings: 91
Top 10 weight: 87.6%
New: 8
Sold out: 10

Largest buys vs the previous quarter

Security	Shares change	Approx. value
IWBadded	+54,548	$17.1M
PYLDnew	+281,224	$7.49M
INTFadded	+132,238	$4.16M
LRGFadded	+61,704	$3.63M
IEFAadded	+26,640	$2.08M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
EFAreduced	-276,877	-$23.2M
JPIEexited	-157,938	-$7.18M
EEMreduced	-121,339	-$5.56M
SCZreduced	-74,860	-$5.07M
ABNBreduced	-10,000	-$1.27M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001221073-24-000083, largest first. % of portfolio is the value over $1,805,190,536, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IVVISHARES TR	503,945	$291M	16.1%	-1,717	Timeline
NTSXWISDOMTREE TR	6,113,051	$287M	15.91%	+18,869	Timeline
LRGFISHARES TR	3,270,070	$192M	10.65%	+61,704	Timeline
IWBISHARES TR	514,129	$162M	8.95%	+54,548	Timeline
IEFAISHARES TR	1,761,999	$138M	7.62%	+26,640	Timeline
IEMGISHARES INC	2,170,348	$125M	6.9%	+8,955	Timeline
NTSIWISDOMTREE TR	3,032,083	$119M	6.59%	+39,621	Timeline
EFAISHARES TR	1,219,891	$102M	5.65%	-276,877	Timeline
INTFISHARES TR	2,860,524	$89.9M	4.98%	+132,238	Timeline
IWMISHARES TR	346,312	$76.5M	4.24%	+413	Timeline
EEMISHARES TR	1,304,413	$59.8M	3.31%	-121,339	Timeline
SCZISHARES TR	464,044	$31.4M	1.74%	-74,860	Timeline
VEAVANGUARD TAX-MANAGED FDS	236,136	$12.5M	0.69%	-22,913	Timeline
IWCISHARES TR	100,741	$12.4M	0.69%	-3,446	Timeline
VONEVANGUARD SCOTTSDALE FDS	41,633	$10.8M	0.6%	-3,123	Timeline
MSFTMICROSOFT CORP	21,773	$9.37M	0.52%	-3	Timeline
PYLDPIMCO ETF TR	281,224	$7.49M	0.42%	new	Timeline
BONDPIMCO ETF TR	76,192	$7.21M	0.4%	-892	Timeline
IWVISHARES TR	21,089	$6.89M	0.38%	-240	Timeline
ESGUISHARES TR	47,990	$6.06M	0.34%	-4,843	Timeline
JPIBJ P MORGAN EXCHANGE TRADED F	120,062	$5.84M	0.32%	+3,608	Timeline
MINTPIMCO ETF TR	52,438	$5.28M	0.29%	+1,181	Timeline
ABNBAIRBNB INC	31,500	$3.99M	0.22%	-10,000	Timeline
AAPLAPPLE INC	15,968	$3.72M	0.21%	-455	Timeline
VTWOVANGUARD SCOTTSDALE FDS	34,564	$3.09M	0.17%	-1,223	Timeline
TTTRANE TECHNOLOGIES PLC	7,066	$2.75M	0.15%	0	Timeline
ISRGINTUITIVE SURGICAL INC	4,551	$2.24M	0.12%	-900	Timeline
ESGDISHARES TR	22,605	$1.9M	0.11%	-276	Timeline
LLYELI LILLY & CO	2,138	$1.89M	0.1%	0	Timeline
SUSBISHARES TR	68,446	$1.72M	0.1%	-18,833	Timeline
USRTISHARES TR	23,424	$1.44M	0.08%	-47	Timeline
USXFISHARES TR	28,722	$1.41M	0.08%	-187	Timeline
GOOGLALPHABET INC	7,699	$1.28M	0.07%	-300	Timeline
DESWISDOMTREE TR	36,205	$1.25M	0.07%	+118	Timeline
ESGEISHARES INC	34,037	$1.24M	0.07%	-1,040	Timeline
DMXFISHARES TR	17,119	$1.23M	0.07%	-1,645	Timeline
VSSVANGUARD INTL EQUITY INDEX F	8,722	$1.1M	0.06%	-882	Timeline
ESGVVANGUARD WORLD FD	10,120	$1.03M	0.06%	-138	Timeline
SDGISHARES TR	12,041	$1.02M	0.06%	-290	Timeline
QQQINVESCO QQQ TR	2,083	$1.02M	0.06%	+184	Timeline
SUSCISHARES TR	42,467	$1.01M	0.06%	+8,311	Timeline
NTSEWISDOMTREE TR	28,379	$913K	0.05%	-7,328	Timeline
ZIONZIONS BANCORPORATION NATL AS	19,109	$902K	0.05%	0	Timeline
VWOVANGUARD INTL EQUITY INDEX F	17,597	$842K	0.05%	+5,480	Timeline
LDURPIMCO ETF TR	8,537	$819K	0.05%	-226	Timeline
GOOGALPHABET INC	4,850	$811K	0.04%	-274	Timeline
VTIVANGUARD INDEX FDS	2,356	$667K	0.04%	new	Timeline
TSLATESLA INC	2,491	$652K	0.04%	-20	Timeline
VOOVANGUARD INDEX FDS	1,174	$620K	0.03%	+724	Timeline
BALLBALL CORP	8,985	$610K	0.03%	+27	Timeline
KKELLANOVA	6,567	$530K	0.03%	0	Timeline
AGGISHARES TR	4,646	$470K	0.03%	+43	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	818	$469K	0.03%	-250	Timeline
UUNITY SOFTWARE INC	18,925	$428K	0.02%	-6,000	Timeline
IRINGERSOLL RAND INC	4,064	$399K	0.02%	0	Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIO	4,888	$377K	0.02%	-581	Timeline
VUGVANGUARD INDEX FDS	899	$345K	0.02%	-305	Timeline
UNHUNITEDHEALTH GROUP INC	588	$344K	0.02%	-58	Timeline
QGRWWISDOMTREE TR	7,479	$341K	0.02%	-208	Timeline
XLYSELECT SECTOR SPDR TR	1,616	$324K	0.02%	+24	Timeline
CRBNISHARES TR	1,570	$308K	0.02%	0	Timeline
IWFISHARES TR	773	$290K	0.02%	-472	Timeline
AOAISHARES TR	3,511	$277K	0.02%	-257	Timeline
ARKFARK ETF TR	9,127	$272K	0.02%	-219	Timeline
DGRWWISDOMTREE TR	3,176	$264K	0.01%	0	Timeline
SNOWSNOWFLAKE INC	2,250	$258K	0.01%	0	Timeline
VBVANGUARD INDEX FDS	1,052	$249K	0.01%	new	Timeline
XLISELECT SECTOR SPDR TR	1,775	$240K	0.01%	new	Timeline
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC	25,700	$230K	0.01%	0
WCBRWISDOMTREE TR	9,006	$229K	0.01%	-279	Timeline
VSGXVANGUARD WORLD FD	3,556	$219K	0.01%	-266	Timeline
WMTWALMART INC	2,654	$214K	0.01%	new	Timeline
SCHGSCHWAB STRATEGIC TR	1,980	$206K	0.01%	new	Timeline
DBXDROPBOX INC	6,500	$165K	0.01%	0	Timeline
GLOBAL X FDSGLOBAL X FDS	12,559	$141K	0.01%	-221
ACPABRDN INCOME CREDIT STRATEGI	10,335	$68.4K	<0.01%	new	Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

Security	Type	Amount	Value	Change
ABNBAIRBNB INC COM	put	31,500	$3.99M	-10,000
TTTRANE TECHNOLOGIES PLC Stock	put	7,000	$2.72M	0
AAPLAPPLE INC COM	put	10,700	$2.49M	-500
AAPLAPPLE INC COM	call	9,300	$2.17M	new
ISRGINTUITIVE SURGICAL INC COM	put	3,300	$1.62M	-200
MSFTMICROSOFT CORP COM	put	3,200	$1.38M	0
GOOGLALPHABET INC COM	put	7,100	$1.18M	0
GOOGALPHABET INC COM	put	4,000	$669K	0
TSLATESLA INC COM	put	2,000	$523K	0
UUNITY SOFTWARE INC Stock	put	18,700	$423K	-4,000
IRINGERSOLL RAND INC Stock	put	4,000	$393K	0
CTSHCOGNIZANT TECHNOLOGY SOLUTIO Stock	put	4,800	$370K	-600
UNHUNITEDHEALTH GROUP INC COM	put	500	$292K	0
SNOWSNOWFLAKE INC Stock	put	2,000	$230K	0
DBXDROPBOX INC Stock	put	6,500	$165K	0

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
JPIEJ P MORGAN EXCHANGE TRADED F	157,938	$7.18M	shares
LLYELI LILLY & CO	1,700	$1.54M	put
VTVVANGUARD INDEX FDS	4,498	$722K	shares
VVISA INC	1,155	$303K	shares
BRK-BBERKSHIRE HATHAWAY INC DEL	598	$243K	shares
CRWDCROWDSTRIKE HLDGS INC	600	$230K	shares
BGRNISHARES TR	4,530	$211K	shares
WTAIWISDOMTREE TR	9,813	$205K	shares
FFWMFIRST FNDTN INC	11,400	$74.7K	shares
MEDALIST DIVERSIFIED REIT I…MEDALIST DIVERSIFIED REIT INC COM	10,000	$57.6K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001221073-24-000083	base		2024-10-16	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC