Halbert Hargrove Global Advisors

Latest statistics and disclosures from Halbert Hargrove Global Advisors's latest quarterly 13F-HR filing:

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Positions held by Halbert Hargrove Global Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Halbert Hargrove Global Advisors

Halbert Hargrove Global Advisors holds 88 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Us Efficient Cor (NTSX) 16.2 $236M 6.0M 39.30
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Ishares Tr Core S&p500 Etf (IVV) 15.8 $231M -4% 483k 477.63
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Ishares Tr Rus 1000 Etf (IWB) 8.3 $120M -6% 458k 262.26
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Ishares Tr Core Msci Eafe (IEFA) 8.0 $116M -4% 1.7M 70.35
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Ishares Tr Msci Eafe Etf (EFA) 7.6 $110M +6928% 1.5M 75.35
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Ishares Core Msci Emkt (IEMG) 7.2 $105M +2% 2.1M 50.58
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Wisdomtree Tr Internationl Efi (NTSI) 7.1 $104M +3% 2.9M 35.72
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Ishares Tr Russell 2000 Etf (IWM) 4.9 $71M -5% 352k 200.71
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Ishares Tr Msci Emg Mkt Etf (EEM) 4.3 $62M 1.5M 40.21
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Ishares Tr Eafe Sml Cp Etf (SCZ) 2.6 $39M +4% 623k 61.90
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Wisdomtree Tr Emerging Markets (NTSE) 2.2 $33M 1.2M 28.32
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Ishares Tr U S Equity Factr (LRGF) 1.5 $22M +28% 456k 48.29
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Airbnb Com Cl A (ABNB) 1.3 $18M -2% 135k 136.14
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.2 $17M -8% 171k 99.79
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Ishares Tr Intl Eqty Factor (INTF) 1.0 $15M +30% 544k 28.03
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Ishares Tr Micro-cap Etf (IWC) 1.0 $14M +8% 120k 116.03
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.9 $13M -2% 277k 47.90
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Ishares Tr Cre U S Reit Etf (USRT) 0.8 $12M -2% 228k 54.29
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.8 $12M -4% 53k 216.94
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Microsoft Corporation (MSFT) 0.7 $9.7M +6% 26k 376.03
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Ishares Tr Intl Dev Re Etf (IFGL) 0.5 $7.9M -4% 362k 21.76
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Ishares Tr Russell 3000 Etf (IWV) 0.5 $7.3M -2% 27k 273.74
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Pimco Etf Tr Active Bd Etf (BOND) 0.5 $7.1M +5% 77k 92.45
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J P Morgan Exchange Traded F Income Etf (JPIE) 0.5 $7.0M +4% 154k 45.61
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $5.8M -15% 56k 104.92
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Apple (AAPL) 0.4 $5.7M -52% 30k 192.53
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J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.4 $5.6M +2% 117k 47.79
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CBOE Holdings (CBOE) 0.2 $3.6M -5% 20k 178.56
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $3.2M +56% 39k 81.10
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Intuitive Surgical Com New (ISRG) 0.2 $2.7M +100% 8.1k 337.36
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Eli Lilly & Co. (LLY) 0.2 $2.5M 4.3k 582.92
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.2 $2.4M -24% 56k 42.59
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Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.2 $2.2M +146% 24k 94.76
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $2.1M 87k 24.48
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Abbott Laboratories (ABT) 0.1 $1.9M NEW 17k 110.07
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Trane Technologies SHS (TT) 0.1 $1.7M 7.1k 243.90
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $1.7M +4% 22k 75.54
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $1.3M -3% 11k 115.03
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $1.2M NEW 25k 50.23
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Ishares Tr Esg Eafe Etf (DMXF) 0.1 $1.2M NEW 18k 63.88
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Tesla Motors (TSLA) 0.1 $1.2M NEW 4.7k 248.48
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Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $1.1M NEW 29k 39.82
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Ishares Esg Awr Msci Em (ESGE) 0.1 $1.0M +11% 33k 32.06
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Cognizant Technology Solutio Cl A (CTSH) 0.1 $1.0M NEW 13k 75.53
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Wisdomtree Tr Us Smallcap Divd (DES) 0.1 $946k -13% 29k 32.17
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Ishares Tr Msci Gbl Sus Dev (SDG) 0.1 $924k +3% 11k 81.05
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Vanguard World Esg Us Stk Etf (ESGV) 0.1 $908k -2% 11k 85.06
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Zions Bancorporation (ZION) 0.1 $843k 19k 43.87
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Vanguard Index Fds Value Etf (VTV) 0.1 $780k 5.2k 149.50
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $713k -23% 1.7k 409.60
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Walgreen Boots Alliance (WBA) 0.0 $673k 26k 26.12
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Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $649k 28k 23.27
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Ingersoll Rand (IR) 0.0 $623k 8.0k 77.35
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UnitedHealth (UNH) 0.0 $583k +6% 1.1k 526.47
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $521k -30% 1.1k 475.25
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Ishares Tr Select Divid Etf (DVY) 0.0 $513k +2% 4.4k 117.22
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Ball Corporation (BALL) 0.0 $512k 8.9k 57.52
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McDonald's Corporation (MCD) 0.0 $478k 1.6k 296.49
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $462k +9% 11k 41.10
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Ishares Tr Core Us Aggbd Et (AGG) 0.0 $450k 4.5k 99.24
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $441k NEW 2.1k 213.29
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Vanguard Index Fds Growth Etf (VUG) 0.0 $415k 1.3k 310.97
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $414k +5% 1.4k 303.19
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $409k 7.3k 56.40
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Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $401k -40% 3.6k 111.62
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Kellogg Company (K) 0.0 $382k 6.8k 55.91
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $351k +23% 2.1k 170.42
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Select Sector Spdr Tr Financial (XLF) 0.0 $337k 9.0k 37.60
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $334k -58% 3.8k 88.36
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Advanced Micro Devices (AMD) 0.0 $329k +8% 2.2k 147.41
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Ishares Tr Usd Grn Bond Etf (BGRN) 0.0 $297k +2% 6.3k 47.23
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Ishares Tr Aggres Alloc Etf (AOA) 0.0 $291k +16% 4.2k 69.05
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Blackstone Group Inc Com Cl A (BX) 0.0 $283k +2% 2.2k 130.90
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $275k 1.5k 178.83
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Ark Etf Tr Fintech Innova (ARKF) 0.0 $265k -5% 9.6k 27.58
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Amazon (AMZN) 0.0 $262k -81% 1.7k 151.94
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Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $262k NEW 945.00 277.15
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $248k NEW 3.0k 81.29
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Wisdomtree Tr Cybersecurity Fd (WCBR) 0.0 $244k -7% 9.6k 25.37
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $233k NEW 534.00 437.14
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JPMorgan Chase & Co. (JPM) 0.0 $228k NEW 1.3k 170.10
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3M Company (MMM) 0.0 $225k -20% 2.1k 109.33
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $223k -15% 3.2k 70.28
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Wisdomtree Tr Cloud Computng (WCLD) 0.0 $209k NEW 6.0k 34.95
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Cisco Systems (CSCO) 0.0 $209k 4.1k 50.52
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $208k NEW 1.9k 108.25
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Visa Com Cl A (V) 0.0 $207k -51% 795.00 260.58
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Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $96k 13k 7.72
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Past Filings by Halbert Hargrove Global Advisors

SEC 13F filings are viewable for Halbert Hargrove Global Advisors going back to 2011

View all past filings