HALBERT HARGROVE GLOBAL ADVISORS, LLC Q1 2025 Filing
Filed April 18, 2025
Portfolio Value
$1.8T
Holdings
670
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (670 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | QUALISHARES TR | 619 | $105.8M | 0.01% | |
| 102 | BLOKAMPLIFY ETF TR | 2,787 | $102.8M | 0.01% | |
| 103 | VTVVANGUARD INDEX FDS | 592 | $102.3M | 0.01% | |
| 104 | DHSWISDOMTREE TR | 1,008 | $100.0M | 0.01% | |
| 105 | IJRISHARES TR | 930 | $97.3M | 0.01% | |
| 106 | SCHXSCHWAB STRATEGIC TR | 4,328 | $95.6M | 0.01% | |
| 107 | SCHKSCHWAB STRATEGIC TR | 3,510 | $94.5M | 0.01% | |
| 108 | VGTVANGUARD WORLD FD | 171 | $92.9M | 0.01% | |
| 109 | CHICALAMOS CONV OPPORTUNITIES & | 9,450 | $90.6M | 0.01% | |
| 110 | SCHDSCHWAB STRATEGIC TR | 2,984 | $83.4M | 0.00% | |
| 111 | NVDANVIDIA CORPORATION | 761 | $82.5M | 0.00% | |
| 112 | IBITISHARES BITCOIN TRUST ETF | 1,735 | $81.2M | 0.00% | |
| 113 | XEXGXEATON VANCE TAX-MANAGED GLOB | 9,900 | $80.6M | 0.00% | |
| 114 | IFGLISHARES TR | 4,065 | $80.2M | 0.00% | |
| 115 | NOBLPROSHARES TR | 784 | $80.1M | 0.00% | |
| 116 | AMZNAMAZON COM INC | 417 | $79.3M | 0.00% | |
| 117 | IWDISHARES TR | 419 | $78.8M | 0.00% | |
| 118 | JPMJPMORGAN CHASE & CO. | 319 | $78.2M | 0.00% | |
| 119 | ACPABRDN INCOME CREDIT STRATEGI | 12,935 | $76.2M | 0.00% | |
| 120 | DEMWISDOMTREE TR | 1,760 | $74.1M | 0.00% | |
| 121 | RDVYFIRST TR EXCHANGE TRADED FD | 1,258 | $73.6M | 0.00% | |
| 122 | GQ9SPDR GOLD TR | 242 | $69.7M | 0.00% | |
| 123 | HELXFRANKLIN TEMPLETON ETF TR | 2,554 | $69.0M | 0.00% | |
| 124 | HDHOME DEPOT INC | 188 | $68.9M | 0.00% | |
| 125 | ILCVISHARES TR | 835 | $68.0M | 0.00% | |
| 126 | HIGHARTFORD INSURANCE GROUP INC | 548 | $67.8M | 0.00% | |
| 127 | COWZPACER FDS TR | 1,165 | $63.8M | 0.00% | |
| 128 | VBKVANGUARD INDEX FDS | 251 | $63.1M | 0.00% | |
| 129 | AVGOBROADCOM INC | 377 | $63.0M | 0.00% | |
| 130 | MDRRMEDALIST DIVERSIFIED REIT IN | 5,000 | $62.7M | 0.00% | |
| 131 | XLKSELECT SECTOR SPDR TR | 293 | $60.5M | 0.00% | |
| 132 | IDEVISHARES TR | 852 | $58.7M | 0.00% | |
| 133 | VCRVANGUARD WORLD FD | 174 | $56.5M | 0.00% | |
| 134 | TDVPROSHARES TR | 769 | $56.0M | 0.00% | |
| 135 | IEURISHARES TR | 911 | $54.8M | 0.00% | |
| 136 | DEDEERE & CO | 116 | $54.7M | 0.00% | |
| 137 | UNHUNITEDHEALTH GROUP INC | 104 | $54.4M | 0.00% | |
| 138 | MAMASTERCARD INCORPORATED | 95 | $52.1M | 0.00% | |
| 139 | DONSPDR DOW JONES INDL AVERAGE | 124 | $52.1M | 0.00% | |
| 140 | FINXGLOBAL X FDS | 1,872 | $51.6M | 0.00% | |
| 141 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 310 | $51.4M | 0.00% | |
| 142 | MGKVANGUARD WORLD FD | 160 | $49.4M | 0.00% | |
| 143 | NJRNEW JERSEY RES CORP | 900 | $44.2M | 0.00% | |
| 144 | ORCLORACLE CORP | 309 | $43.2M | 0.00% | |
| 145 | WMWASTE MGMT INC DEL | 181 | $41.9M | 0.00% | |
| 146 | IHDGWISDOMTREE TR | 924 | $40.1M | 0.00% | |
| 147 | NVONOVO-NORDISK A S | 561 | $39.0M | 0.00% | |
| 148 | IXNISHARES TR | 514 | $38.9M | 0.00% | |
| 149 | YUMYUM BRANDS INC | 247 | $38.8M | 0.00% | |
| 150 | GNOMEURGLOBAL X FDS | 4,846 | $38.5M | 0.00% | |
| 151 | XOMEXXON MOBIL CORP | 319 | $38.0M | 0.00% | |
| 152 | FBTCFIDELITY WISE ORIGIN BITCOIN | 524 | $37.7M | 0.00% | |
| 153 | IMCGISHARES TR | 497 | $35.5M | 0.00% | |
| 154 | SPYMSPDR SER TR | 532 | $35.0M | 0.00% | |
| 155 | CRMSALESFORCE INC | 130 | $34.9M | 0.00% | |
| 156 | LVSLAS VEGAS SANDS CORP | 869 | $33.6M | 0.00% | |
| 157 | SMHVANECK ETF TRUST | 157 | $33.3M | 0.00% | |
| 158 | MTUMISHARES TR | 161 | $32.5M | 0.00% | |
| 159 | CLXCLOROX CO DEL | 221 | $32.5M | 0.00% | |
| 160 | CMFISHARES TR | 551 | $31.0M | 0.00% | |
| 161 | ASMLASML HOLDING N V | 46 | $30.4M | 0.00% | |
| 162 | AMDADVANCED MICRO DEVICES INC | 291 | $29.9M | 0.00% | |
| 163 | CATCATERPILLAR INC | 86 | $28.5M | 0.00% | |
| 164 | LLOEWS CORP | 307 | $28.2M | 0.00% | |
| 165 | IGVISHARES TR | 315 | $28.0M | 0.00% | |
| 166 | KLGWK KELLOGG CO | 1,377 | $27.4M | 0.00% | |
| 167 | IXUSISHARES TR | 390 | $27.2M | 0.00% | |
| 168 | MRKMERCK & CO INC | 279 | $25.0M | 0.00% | |
| 169 | NFLXNETFLIX INC | 26 | $24.5M | 0.00% | |
| 170 | XLGINVESCO EXCHANGE TRADED FD T | 520 | $23.9M | 0.00% | |
| 171 | MDLZMONDELEZ INTL INC | 348 | $23.6M | 0.00% | |
| 172 | CVXCHEVRON CORP NEW | 140 | $23.5M | 0.00% | |
| 173 | IYFISHARES TR | 206 | $23.2M | 0.00% | |
| 174 | ABBVABBVIE INC | 111 | $23.2M | 0.00% | |
| 175 | TJXTJX COS INC NEW | 190 | $23.1M | 0.00% | |
| 176 | FTCFIRST TRUST LRGCP GWT ALPHAD | 174 | $22.9M | 0.00% | |
| 177 | NIONIO INC | 5,934 | $22.6M | 0.00% | |
| 178 | IJJISHARES TR | 188 | $22.5M | 0.00% | |
| 179 | TMOTHERMO FISHER SCIENTIFIC INC | 45 | $22.4M | 0.00% | |
| 180 | VNQIVANGUARD INTL EQUITY INDEX F | 542 | $21.9M | 0.00% | |
| 181 | VTVANGUARD INTL EQUITY INDEX F | 189 | $21.9M | 0.00% | |
| 182 | INTUINTUIT | 35 | $21.5M | 0.00% | |
| 183 | IRMIRON MTN INC DEL | 250 | $21.5M | 0.00% | |
| 184 | SCHASCHWAB STRATEGIC TR | 918 | $21.5M | 0.00% | |
| 185 | FCXFREEPORT-MCMORAN INC | 564 | $21.4M | 0.00% | |
| 186 | IAU*ISHARES GOLD TR | 359 | $21.2M | 0.00% | |
| 187 | ACMRACM RESH INC | 900 | $21.0M | 0.00% | |
| 188 | LRCXLAM RESEARCH CORP | 288 | $20.9M | 0.00% | |
| 189 | VGITVANGUARD SCOTTSDALE FDS | 343 | $20.4M | 0.00% | |
| 190 | TTENTOTALENERGIES SE | 314 | $20.3M | 0.00% | |
| 191 | KOCOCA COLA CO | 280 | $20.0M | 0.00% | |
| 192 | VUSBVANGUARD BD INDEX FDS | 397 | $19.8M | 0.00% | |
| 193 | BXBLACKSTONE INC | 140 | $19.6M | 0.00% | |
| 194 | HONHONEYWELL INTL INC | 90 | $19.1M | 0.00% | |
| 195 | IXCISHARES TR | 429 | $18.0M | 0.00% | |
| 196 | FEZSPDR INDEX SHS FDS | 325 | $17.7M | 0.00% | |
| 197 | VOVANGUARD INDEX FDS | 66 | $17.2M | 0.00% | |
| 198 | SCHMSCHWAB STRATEGIC TR | 651 | $17.1M | 0.00% | |
| 199 | XPOXPO INC | 158 | $17.0M | 0.00% | |
| 200 | XJQCXNUVEEN CR STRATEGIES INCOME | 3,000 | $16.1M | 0.00% |