HALBERT HARGROVE GLOBAL ADVISORS, LLC

13F filer, CIK 1484205, LONG BEACH, CA

HALBERT HARGROVE GLOBAL ADVISORS, LLC reported $1,770,169,675 across 682 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-18. Its ten largest share positions make up 87.89% of the portfolio.

Filed 2025-04-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0001484205-25-000006

Period: 2025-03-31
Reported value: $1.77B
Holdings: 682
Top 10 weight: 87.89%
New: 377
Sold out: 17

Largest buys vs the previous quarter

Security	Shares change	Approx. value
BILnew	+1,629,049	$149M
EFAadded	+1,171,094	$95.7M
PHnew	+4,203	$2.55M
LRGFadded	+41,212	$2.39M
INTFadded	+39,810	$1.23M

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
IWBreduced	-492,301	-$151M
USFRreduced	-1,899,892	-$95.6M
IVVreduced	-6,170	-$3.47M
NTSXreduced	-65,394	-$2.96M
EEMreduced	-46,251	-$2.02M

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, Q1 2025

Share positions as resolved from 13F-HR 0001484205-25-000006, largest first. % of portfolio is the value over $1,756,005,806, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Latest event	Timeline
EXCEXELON CORP	10	$461	<0.01%	new		Timeline
WELLWELLTOWER INC	3	$460	<0.01%	new		Timeline
CINFCINCINNATI FINL CORP	3	$444	<0.01%	new		Timeline
ALLYALLY FINL INC	12	$438	<0.01%	new		Timeline
RACEFERRARI N V	1	$428	<0.01%	new		Timeline
TAPMOLSON COORS BEVERAGE CO	7	$427	<0.01%	new		Timeline
SHYGISHARES TR	10	$426	<0.01%	new		Timeline
CROXCROCS INC	4	$425	<0.01%	new		Timeline
GMGENERAL MTRS CO	9	$424	<0.01%	new		Timeline
UALUNITED AIRLS HLDGS INC	6	$415	<0.01%	new		Timeline
VTRVENTAS INC	6	$413	<0.01%	new		Timeline
HIIHUNTINGTON INGALLS INDS INC	2	$409	<0.01%	new		Timeline
WTWWILLIS TOWERS WATSON PLC LTD	1	$409	<0.01%	new		Timeline
INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS	15	$408	<0.01%	new
LULULULULEMON ATHLETICA INC	1	$405	<0.01%	new		Timeline
WBDWARNER BROS DISCOVERY INC	38	$405	<0.01%	new		Timeline
NCLHNORWEGIAN CRUISE LINE HLDGS	20	$380	<0.01%	new		Timeline
HPEHEWLETT PACKARD ENTERPRISE C	24	$371	<0.01%	new		Timeline
BBINJ P MORGAN EXCHANGE TRADED F	6	$370	<0.01%	0		Timeline
SBACSBA COMMUNICATIONS CORP	2	$366	<0.01%	new		Timeline
SPBSPECTRUM BRANDS HOLDINGS INC	5	$358	<0.01%	new		Timeline
PHGKONINKLIJKE PHILIPS N V	14	$355	<0.01%	new		Timeline
TMTOYOTA MOTOR CORP	2	$354	<0.01%	-19		Timeline
MDBMONGODB INC	2	$351	<0.01%	new		Timeline
PNRPENTAIR PLC	4	$350	<0.01%	new		Timeline
DLRDIGITAL RLTY TR INC	2	$349	<0.01%	new		Timeline
LYGLLOYDS BANKING GROUP PLC	91	$348	<0.01%	new		Timeline
ICEINTERCONTINENTAL EXCHANGE IN	2	$345	<0.01%	new		Timeline
RIORIO TINTO PLC	6	$345	<0.01%	new		Timeline
CPRTCOPART INC	6	$340	<0.01%	new		Timeline
EBAYEBAY INC.	5	$339	<0.01%	new		Timeline
NVSNOVARTIS AG	3	$335	<0.01%	new		Timeline
NTRNUTRIEN LTD	7	$334	<0.01%	new		Timeline
ODFLOLD DOMINION FREIGHT LINE IN	2	$331	<0.01%	new		Timeline
KMXCARMAX INC	4	$331	<0.01%	new		Timeline
HSBCHSBC HLDGS PLC	6	$325	<0.01%	new		Timeline
VSTVISTRA CORP	3	$322	<0.01%	new		Timeline
CELHCELSIUS HLDGS INC	9	$321	<0.01%	new		Timeline
OKTAOKTA INC	3	$316	<0.01%	new		Timeline
PFGCPERFORMANCE FOOD GROUP CO	4	$315	<0.01%	new		Timeline
OKEONEOK INC NEW	3	$314	<0.01%	+3		Timeline
CMICUMMINS INC	1	$314	<0.01%	new		Timeline
ANETARISTA NETWORKS INC	4	$310	<0.01%	new		Timeline
QQQMINVESCO EXCH TRADED FD TR II	2	$307	<0.01%	0		Timeline
CBCHUBB LIMITED	1	$302	<0.01%	new		Timeline
TTDTHE TRADE DESK INC	5	$294	<0.01%	new		Timeline
FTVFORTIVE CORP	4	$293	<0.01%	new		Timeline
GENGEN DIGITAL INC	11	$291	<0.01%	new		Timeline
CNPCENTERPOINT ENERGY INC	8	$290	<0.01%	new		Timeline
ACGLARCH CAP GROUP LTD	3	$289	<0.01%	new		Timeline
KMBKIMBERLY-CLARK CORP	2	$285	<0.01%	new		Timeline
FITBFIFTH THIRD BANCORP	7	$275	<0.01%	new		Timeline
ALNYALNYLAM PHARMACEUTICALS INC	1	$271	<0.01%	new		Timeline
CCKCROWN HLDGS INC	3	$268	<0.01%	new		Timeline
CRHCRH PLC	3	$264	<0.01%	new		Timeline
PODDINSULET CORP	1	$263	<0.01%	new		Timeline
ADSKAUTODESK INC	1	$262	<0.01%	new		Timeline
KNXKNIGHT-SWIFT TRANSN HLDGS IN	6	$261	<0.01%	new		Timeline
SNAPSNAP INC	30	$258	<0.01%	new		Timeline
PWRQUANTA SVCS INC	1	$255	<0.01%	new		Timeline
ARGXARGENX SE	0	$255	<0.01%	new	Amount filed as zero, left out of ratios.	Timeline
AKAMAKAMAI TECHNOLOGIES INC	3	$255	<0.01%	new		Timeline
SONYSONY GROUP CORP	10	$254	<0.01%	new		Timeline
GGENPACT LIMITED	5	$252	<0.01%	new		Timeline
SMCISUPER MICRO COMPUTER INC	7	$249	<0.01%	new		Timeline
TERTERADYNE INC	3	$248	<0.01%	new		Timeline
UBSUBS GROUP AG	8	$246	<0.01%	new		Timeline
FDXFEDEX CORP	1	$244	<0.01%	new		Timeline
TEAMATLASSIAN CORPORATION	1	$238	<0.01%	new		Timeline
VMCVULCAN MATLS CO	1	$234	<0.01%	new		Timeline
BDXBECTON DICKINSON & CO	1	$230	<0.01%	new		Timeline
WSTWEST PHARMACEUTICAL SVSC INC	1	$224	<0.01%	new		Timeline
FISVFISERV INC	1	$221	<0.01%	new		Timeline
SPOTSPOTIFY TECHNOLOGY S A	0	$221	<0.01%	new	Amount filed as zero, left out of ratios.	Timeline
GRMNGARMIN LTD	1	$218	<0.01%	new		Timeline
AVBAVALONBAY CMNTYS INC	1	$215	<0.01%	new		Timeline
SYFSYNCHRONY FINANCIAL	4	$212	<0.01%	new		Timeline
DRIDARDEN RESTAURANTS INC	1	$208	<0.01%	new		Timeline
TLHISHARES TR	2	$208	<0.01%	0		Timeline
FNVFRANCO NEV CORP	1	$205	<0.01%	new		Timeline
BHPBHP BILLITON LIMITED	4	$194	<0.01%	-122		Timeline
TSNTYSON FOODS INC	3	$192	<0.01%	new		Timeline
CNQCANADIAN NAT RES LTD MED TER	6	$185	<0.01%	new		Timeline
BBHYJ P MORGAN EXCHANGE TRADED F	4	$185	<0.01%	0		Timeline
WHRWHIRLPOOL CORP	2	$181	<0.01%	new		Timeline
IEXIDEX CORP	1	$181	<0.01%	new		Timeline
MDTMEDTRONIC PLC	2	$180	<0.01%	new		Timeline
ESTCELASTIC N V	2	$179	<0.01%	new		Timeline
AVYAVERY DENNISON CORP	1	$178	<0.01%	new		Timeline
DGXQUEST DIAGNOSTICS INC	1	$170	<0.01%	new		Timeline
SSNCSS&C TECH HLDGS	2	$168	<0.01%	new		Timeline
MARMARRIOTT INTL INC NEW	1	$167	<0.01%	new		Timeline
OMCOMNICOM GROUP INC	2	$166	<0.01%	new		Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	2	$165	<0.01%	new		Timeline
ASAMER SPORTS INC	6	$163	<0.01%	new		Timeline
FERGFERGUSON ENTERPRISES INC	1	$161	<0.01%	new		Timeline
CDWCDW CORP	1	$161	<0.01%	new		Timeline
PARAMOUNT GLOBALPARAMOUNT GLOBAL	7	$157	<0.01%	new
PTCPTC INC	1	$155	<0.01%	new		Timeline
LPLALPL FINL HLDGS INC	0	$151	<0.01%	new	Amount filed as zero, left out of ratios.	Timeline
IXORIX CORP	7	$149	<0.01%	new		Timeline
CVNACARVANA CO	1	$147	<0.01%	new		Timeline
KEYKEYCORP	9	$144	<0.01%	new		Timeline
TELTE CONNECTIVITY PLC	1	$142	<0.01%	new		Timeline
DVNDEVON ENERGY CORP NEW	4	$141	<0.01%	new		Timeline
SPRSPIRIT AEROSYSTEMS HLDGS INC	4	$141	<0.01%	new		Timeline
ARESARES MANAGEMENT CORPORATION	1	$137	<0.01%	new		Timeline
SESEA LTD	1	$131	<0.01%	new		Timeline
EQNREQUINOR ASA	5	$130	<0.01%	new		Timeline
CFCF INDUSTRIES HOLD	2	$129	<0.01%	new		Timeline
DHID R HORTON INC	1	$128	<0.01%	new		Timeline
ROSTROSS STORES INC	1	$128	<0.01%	new		Timeline
MNDYMONDAY COM LTD	1	$127	<0.01%	new		Timeline
IYMISHARES TR	1	$124	<0.01%	0		Timeline
EWCISHARES INC	3	$123	<0.01%	0		Timeline
SPTISPDR SERIES TRUST	4	$115	<0.01%	0		Timeline
MHKMOHAWK INDS INC	1	$115	<0.01%	new		Timeline
BBJPJ P MORGAN EXCHANGE TRADED F	2	$113	<0.01%	0		Timeline
CHDCHURCH & DWIGHT CO INC	1	$111	<0.01%	new		Timeline
BNTXBIONTECH SE	1	$110	<0.01%	new		Timeline
SPMBSPDR SERIES TRUST	5	$106	<0.01%	0		Timeline
GLPIGAMING & LEISURE P	2	$102	<0.01%	new		Timeline
AEEAMEREN CORP	1	$101	<0.01%	new		Timeline
TWLOTWILIO INC	1	$98	<0.01%	-56		Timeline
EDCONSOLIDATED EDISON INC	1	$92	<0.01%	new		Timeline
BBMCJ P MORGAN EXCHANGE TRADED F	1	$91	<0.01%	-1		Timeline
SPBOSPDR SERIES TRUST	3	$88	<0.01%	0		Timeline
NXTNEXTPOWER INC	2	$85	<0.01%	new		Timeline
MKCMCCORMICK & CO INC	1	$83	<0.01%	new		Timeline
FNDFLOOR & DECOR HLDGS INC	1	$81	<0.01%	new		Timeline
ILMNILLUMINA INC	1	$80	<0.01%	new		Timeline
ARMARM HOLDINGS PLC	1	$77	<0.01%	0		Timeline
WPPWPP PLC NEW	2	$76	<0.01%	new		Timeline
VSXYVICTORIAS SECRET AND CO	4	$75	<0.01%	new		Timeline
TPRTAPESTRY INC	1	$72	<0.01%	new		Timeline
HDBHDFC BANK LTD	1	$67	<0.01%	new		Timeline
HRLHORMEL FOODS CORP	2	$62	<0.01%	new		Timeline
FHLCFIDELITY COVINGTON TRUST	1	$60	<0.01%	0		Timeline
VGSHVANGUARD SCOTTSDALE FDS	1	$59	<0.01%	0		Timeline
EIXEDISON INTL	1	$59	<0.01%	new		Timeline
FLUTFLUTTER ENTMT PLC	0	$56	<0.01%	new	Amount filed as zero, left out of ratios.	Timeline
HPQHP INC	2	$56	<0.01%	new		Timeline
FTAIFTAI AVIATION LTD	0	$55	<0.01%	new	Amount filed as zero, left out of ratios.	Timeline
FIVEFIVE BELOW INC	1	$54	<0.01%	new		Timeline
XLPSELECT SECTOR SPDR TR	1	$52	<0.01%	0		Timeline
OXYOCCIDENTAL PETE CORP	1	$50	<0.01%	new		Timeline
RDDTREDDIT INC	0	$44	<0.01%	new	Amount filed as zero, left out of ratios.	Timeline
OVVOVINTIV INC	1	$43	<0.01%	new		Timeline
HSYHERSHEY CO	0	$42	<0.01%	new	Amount filed as zero, left out of ratios.	Timeline
IHAKISHARES TR	1	$42	<0.01%	0		Timeline
DLTRDOLLAR TREE INC	1	$41	<0.01%	new		Timeline
ULTAULTA BEAUTY INC	0	$41	<0.01%	new	Amount filed as zero, left out of ratios.	Timeline
VTRSVIATRIS INC	4	$35	<0.01%	new		Timeline
PENNPENN ENTERTAINMENT INC	2	$33	<0.01%	new		Timeline
SOUNSOUNDHOUND AI INC	4	$33	<0.01%	0		Timeline
XLUSELECT SECTOR SPDR TR	0	$32	<0.01%	0	Amount filed as zero, left out of ratios.	Timeline
FMSFRESENIUS MEDICAL CARE AG	1	$31	<0.01%	new		Timeline
CGWINVESCO EXCH TRADED FD TR II	1	$31	<0.01%	0		Timeline
FDIGFIDELITY COVINGTON TRUST	1	$24	<0.01%	0		Timeline
GPNGLOBAL PMTS INC	0	$23	<0.01%	new	Amount filed as zero, left out of ratios.	Timeline
XLESELECT SECTOR SPDR TR	0	$22	<0.01%	0	Amount filed as zero, left out of ratios.	Timeline
CCLCARNIVAL CORP	1	$20	<0.01%	new		Timeline
IUSBISHARES TR	0	$9	<0.01%	0	Amount filed as zero, left out of ratios.	Timeline
FDRVFIDELITY COVINGTON TRUST	0	$5	<0.01%	0	Amount filed as zero, left out of ratios.	Timeline
JPIEJ P MORGAN EXCHANGE TRADED F	0	$4	<0.01%	-25	Amount filed as zero, left out of ratios.	Timeline
DAPPVANECK ETF TRUST	0	$4	<0.01%	0	Amount filed as zero, left out of ratios.	Timeline
FDRRFIDELITY COVINGTON TRUST	0	$4	<0.01%	0	Amount filed as zero, left out of ratios.	Timeline
ENFRALPS ETF TR	0	$3	<0.01%	0	Amount filed as zero, left out of ratios.	Timeline
DFAIDIMENSIONAL ETF TRUST	0	$3	<0.01%	0	Amount filed as zero, left out of ratios.	Timeline
NUVEEN CR STRATEGIES INCOMENUVEEN CR STRATEGIES INCOME	3,000	$0	0%	new	Value filed as zero, left out of ratios.

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	26,500	$3.17M	0
AAPLAPPLE INC COM	put	10,700	$2.38M	0
TTTRANE TECHNOLOGIES PLC Stock	put	7,000	$2.36M	0
ISRGINTUITIVE SURGICAL INC COM	put	3,300	$1.63M	0
LLYELI LILLY & CO COM	put	1,700	$1.4M	0
GOOGLALPHABET INC COM	put	7,100	$1.1M	0
GOOGALPHABET INC COM	put	4,000	$625K	0
UUNITY SOFTWARE INC Stock	put	18,700	$366K	0
IRINGERSOLL RAND INC Stock	put	4,000	$320K	0
SNOWSNOWFLAKE INC Stock	put	2,000	$292K	0
MSFTMICROSOFT CORP COM	put	700	$263K	-2,500
CTSHCOGNIZANT TECHNOLOGY SOLUTIO Stock	put	3,400	$260K	-600

Sold out in Q1 2025

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

Security	Shares before	Value before	Type
SUSBISHARES TR	66,945	$1.65M	shares
USXFISHARES TR	30,110	$1.5M	shares
TSLATESLA INC	2,000	$808K	put
SGOVISHARES TR	5,732	$575K	shares
DBXDROPBOX INC	6,500	$195K	shares
DBXDROPBOX INC	6,500	$195K	put
BGRNISHARES TR	2,804	$131K	shares
JIREJ P MORGAN EXCHANGE TRADED F	816	$47.7K	shares
MUBISHARES TR	361	$38.5K	shares
GATXGATX CORP	95	$14.7K	shares
USHYISHARES TR	375	$13.8K	shares
GXOGXO LOGISTICS INCORPORATED	317	$13.8K	shares
SPTLSPDR SERIES TRUST	280	$7.33K	shares
RXORXO INC	158	$3.77K	shares
PLUGPLUG PWR INC	254	$542	shares
RHRH	0	$19	shares
Cara Therapeutics Inc OLDCara Therapeutics Inc OLD	0	$3	shares

How Q1 2025 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 0001484205-25-000006	base		2025-04-18	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC