HALBERT HARGROVE GLOBAL ADVISORS, LLC

Q4 2024 13F-HR/A Detailed Holdings

Location
Long Beach, CA
Holdings as of
12/31/2024
Date filed
7/17/2025
Form type
13F-HR/A - RESTATEMENT
Num holdings
334
Total value ($000)
$1,799,578
Net value change ($000)
—
New positions
307
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 8/8/2014 Next filing: 7/17/2025 SEC filing
You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 297,226 —
NTSX 284,062 —
LRGF 202,143 —
IWB 163,812 —
IEFA 128,865 —
IEMG 115,924 —
NTSI 109,812 —
USFR 95,858 —
INTF 90,247 —
IWM 77,858 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 17,637 (1.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None