Halbert Hargrove Global Advisors
Latest statistics and disclosures from Halbert Hargrove Global Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, NTSX, LRGF, IWB, IEFA, and represent 58.44% of Halbert Hargrove Global Advisors's stock portfolio.
- Added to shares of these 10 stocks: LRGF (+$5.6M), TMUS, IVV, IWB, INTF, EFA, IEMG, IEFA, IWM, IWD.
- Started 437 new stock positions in HPE, AKAM, MDT, XEL, PBH, HCA, MAR, CRI, DVA, WMB.
- Reduced shares in these 10 stocks: NTSX (-$28M), EEM, NTSI, SCZ, GOOGL, VEA, VONE, IWC, CTSH, Walgreen Boots Alliance.
- Sold out of its positions in EOG, GNOM, TLH, GOVT, JPST, NDAQ, OGN, PWR, ROP, SCMB. VNQI, Wk Kellogg, Walgreen Boots Alliance.
- Halbert Hargrove Global Advisors was a net buyer of stock by $4.2M.
- Halbert Hargrove Global Advisors has $2.1B in assets under management (AUM), dropping by 7.48%.
- Central Index Key (CIK): 0001484205
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Portfolio Holdings for Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors holds 723 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Halbert Hargrove Global Advisors has 723 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Halbert Hargrove Global Advisors Sept. 30, 2025 positions
- Download the Halbert Hargrove Global Advisors September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 16.3 | $336M | 502k | 669.30 |
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| Wisdomtree Tr Us Efficient Cor (NTSX) | 14.3 | $296M | -8% | 5.5M | 53.92 |
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| Ishares Tr U S Equity Factr (LRGF) | 11.7 | $241M | +2% | 3.5M | 69.08 |
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| Ishares Tr Rus 1000 Etf (IWB) | 8.4 | $173M | 474k | 365.48 |
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| Ishares Tr Core Msci Eafe (IEFA) | 7.7 | $159M | 1.8M | 87.31 |
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| Ishares Core Msci Emkt (IEMG) | 7.2 | $149M | 2.3M | 65.92 |
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| Wisdomtree Tr Internationl Efi (NTSI) | 6.5 | $134M | 3.1M | 42.75 |
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| Ishares Tr Intl Eqty Factor (INTF) | 5.7 | $117M | +2% | 3.3M | 35.91 |
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| Ishares Tr Russell 2000 Etf (IWM) | 4.3 | $89M | 366k | 241.96 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 3.3 | $68M | 1.6M | 42.79 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 3.0 | $62M | -3% | 1.2M | 53.40 |
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| Ishares Tr Msci Eafe Etf (EFA) | 1.9 | $39M | +6% | 421k | 93.37 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 1.4 | $30M | -3% | 385k | 76.72 |
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| Ishares Tr Micro-cap Etf (IWC) | 0.7 | $13M | -2% | 90k | 149.09 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $13M | -2% | 212k | 59.92 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.5 | $11M | -3% | 36k | 302.35 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.4 | $8.1M | 304k | 26.84 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.4 | $7.2M | +5% | 19k | 378.94 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.3 | $7.2M | 77k | 93.35 |
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| Apple (AAPL) | 0.3 | $6.8M | +7% | 27k | 254.64 |
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| Airbnb Com Cl A (ABNB) | 0.3 | $6.4M | 53k | 121.42 |
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| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 0.3 | $6.3M | 128k | 49.03 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $6.1M | 42k | 145.60 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $5.0M | -2% | 50k | 100.69 |
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| Microsoft Corporation (MSFT) | 0.2 | $4.9M | +5% | 9.5k | 517.93 |
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| Home Depot (HD) | 0.2 | $4.1M | 10k | 405.19 |
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| Metropcs Communications (TMUS) | 0.2 | $3.8M | +54213% | 16k | 239.38 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.2 | $3.7M | -5% | 38k | 97.82 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $3.5M | -10% | 14k | 243.11 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $3.5M | 7.8k | 447.23 |
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| Eli Lilly & Co. (LLY) | 0.1 | $2.7M | 3.5k | 763.00 |
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| Ball Corporation (BALL) | 0.1 | $2.5M | +2% | 49k | 50.42 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $2.4M | 26k | 92.98 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $2.2M | +5% | 9.2k | 243.57 |
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| Vanguard Wellington Us Multifactor (VFMF) | 0.1 | $2.2M | -3% | 15k | 144.27 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $1.7M | 30k | 57.31 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.7M | +14% | 2.8k | 600.48 |
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| Unity Software (U) | 0.1 | $1.5M | 38k | 40.04 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $1.4M | 33k | 43.42 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.3M | +776% | 6.4k | 203.58 |
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| Tesla Motors (TSLA) | 0.1 | $1.3M | +6% | 2.8k | 444.72 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.1 | $1.2M | 36k | 33.68 |
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| Zions Bancorporation (ZION) | 0.1 | $1.1M | 19k | 56.58 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $1.0M | -2% | 7.3k | 142.54 |
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| Snowflake Com Shs (SNOW) | 0.0 | $961k | 4.3k | 225.55 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $831k | -3% | 14k | 58.72 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $815k | +3% | 15k | 54.18 |
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| Public Storage (PSA) | 0.0 | $726k | NEW | 2.5k | 288.85 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $705k | NEW | 5.1k | 138.24 |
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| Ishares Tr Core 60/40 Balan (AOR) | 0.0 | $699k | -5% | 11k | 64.38 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $683k | +27% | 5.8k | 118.44 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $668k | 1.4k | 468.45 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $657k | +53% | 986.00 | 666.28 |
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| Lowe's Companies (LOW) | 0.0 | $645k | NEW | 2.6k | 251.31 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $630k | +17% | 1.0k | 612.50 |
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| Ishares Tr Msci Gbl Sus Dev (SDG) | 0.0 | $609k | 7.3k | 83.20 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.0 | $552k | 7.3k | 75.74 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $469k | 4.7k | 100.25 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $418k | -2% | 871.00 | 479.86 |
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| Wisdomtree Tr Us Quality Grow (QGRW) | 0.0 | $403k | 7.0k | 57.36 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $390k | 1.6k | 239.62 |
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| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.0 | $384k | -30% | 4.0k | 96.14 |
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| Amazon (AMZN) | 0.0 | $381k | +675% | 1.7k | 219.60 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $376k | +154% | 3.8k | 99.81 |
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| Us Bancorp Del Com New (USB) | 0.0 | $370k | +6282% | 7.7k | 48.33 |
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| Johnson & Johnson (JNJ) | 0.0 | $358k | +32033% | 1.9k | 185.43 |
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| NVIDIA Corporation (NVDA) | 0.0 | $339k | +785% | 1.8k | 186.57 |
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| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.0 | $329k | -6% | 1.4k | 226.82 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.0 | $318k | 3.6k | 88.14 |
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| Meta Platforms Cl A (META) | 0.0 | $311k | +46% | 423.00 | 734.38 |
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| Wisdomtree Tr Emerging Markets (NTSE) | 0.0 | $294k | -2% | 8.1k | 36.23 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $288k | +19% | 1.1k | 254.24 |
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| Abbvie (ABBV) | 0.0 | $287k | +2382% | 1.2k | 231.54 |
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| Wal-Mart Stores (WMT) | 0.0 | $280k | 2.7k | 103.06 |
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| Select Sector Spdr Tr Indl (XLI) | 0.0 | $278k | 1.8k | 154.21 |
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| Visa Com Cl A (V) | 0.0 | $268k | +4% | 786.00 | 341.38 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $267k | +45% | 530.00 | 502.74 |
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| Wisdomtree Tr Cybersecurity Fd (WCBR) | 0.0 | $260k | 8.3k | 31.38 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $247k | -2% | 753.00 | 328.02 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $241k | +4% | 1.7k | 145.68 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $234k | 3.4k | 69.37 |
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| Hancock John Pfd Income Sh Ben Int (HPI) | 0.0 | $230k | +71% | 13k | 17.35 |
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| Boeing Company (BA) | 0.0 | $225k | NEW | 1.0k | 215.83 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $224k | 2.5k | 88.96 |
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| Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.0 | $216k | +99% | 20k | 10.79 |
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| Bank of America Corporation (BAC) | 0.0 | $216k | +39% | 4.2k | 51.59 |
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| Amplify Etf Tr Blockchain Ldr (BLOK) | 0.0 | $215k | 3.2k | 67.04 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.0 | $211k | 2.0k | 104.28 |
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| Ark Etf Tr Fintech Innova (ARKF) | 0.0 | $210k | 3.7k | 56.80 |
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| Broadcom (AVGO) | 0.0 | $210k | +104% | 635.00 | 329.85 |
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| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $209k | +45% | 8.9k | 23.56 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $209k | +13% | 4.6k | 45.09 |
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| International Business Machines (IBM) | 0.0 | $196k | NEW | 694.00 | 282.16 |
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| Wisdomtree Tr Artificial Intel (WTAI) | 0.0 | $194k | +21% | 6.8k | 28.56 |
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| Wisdomtree Tr Cloud Computng (WCLD) | 0.0 | $189k | 5.4k | 35.17 |
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| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.0 | $187k | 5.1k | 36.33 |
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.0 | $186k | -3% | 2.0k | 91.75 |
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| Abbott Laboratories (ABT) | 0.0 | $179k | +5986% | 1.3k | 133.93 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $176k | +46% | 904.00 | 194.50 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $175k | 1.2k | 140.96 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $174k | +88% | 551.00 | 315.42 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $173k | -11% | 2.1k | 84.10 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $169k | 2.3k | 73.46 |
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| Peak (DOC) | 0.0 | $153k | NEW | 8.0k | 19.15 |
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| McDonald's Corporation (MCD) | 0.0 | $150k | +352% | 493.00 | 303.89 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $150k | 718.00 | 208.60 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $146k | 5.7k | 25.71 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $146k | -6% | 4.6k | 31.91 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $138k | 3.8k | 36.55 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $137k | -70% | 2.0k | 67.09 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $136k | +32% | 1.1k | 118.83 |
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| Global X Fds Genomics And Bio | 0.0 | $133k | NEW | 3.4k | 38.83 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $132k | NEW | 427.00 | 307.86 |
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| Coca-Cola Company (KO) | 0.0 | $128k | +1207% | 1.9k | 66.33 |
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| Costco Wholesale Corporation (COST) | 0.0 | $122k | +6% | 132.00 | 925.14 |
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| Morgan Stanley Com New (MS) | 0.0 | $121k | +969% | 759.00 | 158.96 |
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| Oracle Corporation (ORCL) | 0.0 | $120k | +50% | 428.00 | 281.24 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $118k | +506% | 400.00 | 294.01 |
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| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $116k | +30% | 13k | 9.10 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $114k | 4.3k | 26.34 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $113k | 1.2k | 91.45 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $113k | 1.7k | 65.00 |
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| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $113k | 3.5k | 32.12 |
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| Pimco Dynamic Income Strateg Com Shs Ben Int (PDX) | 0.0 | $112k | NEW | 4.5k | 24.93 |
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| Wisdomtree Tr Us High Dividend (DHS) | 0.0 | $111k | 1.1k | 100.75 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $108k | +26% | 190.00 | 569.09 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $107k | +39% | 383.00 | 279.43 |
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| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $107k | NEW | 13k | 8.20 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $105k | -26% | 749.00 | 139.99 |
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| Clorox Company (CLX) | 0.0 | $105k | +285% | 848.00 | 123.30 |
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| Simon Property (SPG) | 0.0 | $102k | NEW | 541.00 | 187.67 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $101k | -8% | 543.00 | 186.49 |
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| Chevron Corporation (CVX) | 0.0 | $97k | +677% | 622.00 | 155.41 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $96k | +11% | 271.00 | 355.47 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $96k | 129.00 | 745.27 |
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| Aberdeen Income Cred Strat (ACP) | 0.0 | $95k | +21% | 16k | 5.80 |
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| Ishares Tr Future Ai & Tech (ARTY) | 0.0 | $93k | 2.0k | 45.78 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $89k | -13% | 1.4k | 65.26 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $85k | 1.3k | 67.26 |
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| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $81k | 1.8k | 45.99 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.0 | $81k | NEW | 1.6k | 49.99 |
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| Hartford Financial Services (HIG) | 0.0 | $80k | +12% | 600.00 | 133.39 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $80k | 282.00 | 281.86 |
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| Ishares Tr Intl Dev Re Etf (IFGL) | 0.0 | $78k | 3.4k | 23.02 |
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| Deere & Company (DE) | 0.0 | $77k | +47% | 168.00 | 457.26 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $75k | 251.00 | 297.19 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $74k | 721.00 | 103.07 |
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| At&t (T) | 0.0 | $72k | NEW | 2.6k | 28.24 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $71k | 2.6k | 27.29 |
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| Advanced Micro Devices (AMD) | 0.0 | $70k | +75% | 429.00 | 161.97 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $68k | 852.00 | 80.17 |
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| Medalist Diversified Reit In (MDRR) | 0.0 | $68k | 5.0k | 13.55 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $67k | 1.2k | 57.47 |
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| Proshares Tr S&p Tech Dividen (TDV) | 0.0 | $67k | 769.00 | 86.50 |
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| TJX Companies (TJX) | 0.0 | $66k | +224% | 454.00 | 144.68 |
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| Union Pacific Corporation (UNP) | 0.0 | $65k | +30% | 276.00 | 236.37 |
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| salesforce (CRM) | 0.0 | $64k | +150% | 271.00 | 237.12 |
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| Alaska Air (ALK) | 0.0 | $63k | NEW | 1.3k | 49.78 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $62k | 911.00 | 68.12 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $60k | 150.00 | 402.42 |
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| Caterpillar (CAT) | 0.0 | $58k | +64% | 122.00 | 478.73 |
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| Waste Management (WM) | 0.0 | $54k | +46% | 244.00 | 220.41 |
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| Ishares Tr Global Tech Etf (IXN) | 0.0 | $53k | 514.00 | 103.21 |
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| Xai Octagon Floatng Rate Alt (XFLT) | 0.0 | $53k | NEW | 10k | 5.30 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $53k | 2.3k | 23.28 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $51k | 157.00 | 327.17 |
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| Alliance Resource Partners L Ut Ltd Part (ARLP) | 0.0 | $51k | NEW | 2.0k | 25.29 |
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| Ishares Tr Morningstar Valu (ILCV) | 0.0 | $51k | -20% | 561.00 | 90.06 |
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| Netflix (NFLX) | 0.0 | $50k | +223% | 42.00 | 1198.93 |
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| Goldman Sachs (GS) | 0.0 | $50k | NEW | 63.00 | 796.37 |
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| Ishares Msci Emrg Chn (EMXC) | 0.0 | $50k | +4% | 736.00 | 67.51 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $50k | +13% | 51.00 | 969.96 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $47k | +426% | 258.00 | 183.73 |
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| Las Vegas Sands (LVS) | 0.0 | $47k | 867.00 | 53.79 |
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| UnitedHealth (UNH) | 0.0 | $46k | +148% | 134.00 | 346.49 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $46k | NEW | 678.00 | 68.08 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $46k | 10k | 4.54 |
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| Honeywell International (HON) | 0.0 | $45k | +181% | 214.00 | 210.50 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $45k | +104% | 333.00 | 133.94 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $44k | NEW | 426.00 | 103.37 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $44k | +304% | 89.00 | 490.38 |
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| New Jersey Resources Corporation (NJR) | 0.0 | $43k | 900.00 | 48.15 |
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| Trane Technologies SHS (TT) | 0.0 | $43k | +34% | 102.00 | 422.74 |
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| Eaton Corp SHS (ETN) | 0.0 | $43k | +936% | 114.00 | 374.25 |
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| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.0 | $43k | 924.00 | 46.08 |
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| Nuveen Cr Strategies Income Com Shs (JQC) | 0.0 | $42k | +166% | 8.0k | 5.27 |
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| Direxion Shs Etf Tr Daily Nvda 2x Sh (NVDU) | 0.0 | $42k | NEW | 319.00 | 131.23 |
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| Nextera Energy (NEE) | 0.0 | $42k | +1188% | 554.00 | 75.49 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $42k | +95% | 370.00 | 112.75 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $41k | 161.00 | 256.45 |
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| Spdr Series Trust S&p Biotech (XBI) | 0.0 | $40k | NEW | 400.00 | 100.20 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.0 | $40k | -4% | 509.00 | 78.34 |
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| Yum! Brands (YUM) | 0.0 | $39k | +4% | 256.00 | 151.86 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $38k | 460.00 | 82.79 |
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| Ishares Tr Expanded Tech (IGV) | 0.0 | $36k | 315.00 | 115.01 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $36k | +194% | 215.00 | 167.69 |
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| Pepsi (PEP) | 0.0 | $34k | +667% | 238.00 | 140.67 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $33k | NEW | 73.00 | 457.30 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $33k | +60% | 521.00 | 62.47 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $31k | NEW | 720.00 | 43.16 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $30k | 549.00 | 55.46 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $30k | 367.00 | 82.58 |
|
|
| Iron Mountain (IRM) | 0.0 | $30k | +18% | 295.00 | 101.94 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $30k | 520.00 | 57.52 |
|
|
| American Express Company (AXP) | 0.0 | $29k | +210% | 87.00 | 332.16 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $29k | 62.00 | 463.74 |
|
|
| Intuit (INTU) | 0.0 | $28k | +57% | 41.00 | 684.51 |
|
| First Tr Exchange-traded A Com Shs (FTC) | 0.0 | $28k | 174.00 | 160.66 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $28k | NEW | 200.00 | 139.17 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $28k | +21% | 162.00 | 171.35 |
|
| Booking Holdings (BKNG) | 0.0 | $27k | +150% | 5.00 | 5399.40 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $26k | 206.00 | 126.64 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $26k | 189.00 | 137.80 |
|
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $26k | -41% | 65.00 | 396.15 |
|
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.0 | $26k | NEW | 121.00 | 212.59 |
|
| Western Alliance Bancorporation (WAL) | 0.0 | $26k | NEW | 296.00 | 86.72 |
|
| General Dynamics Corporation (GD) | 0.0 | $26k | NEW | 75.00 | 341.00 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $26k | +27% | 650.00 | 39.24 |
|
| Zoetis Cl A (ZTS) | 0.0 | $25k | +496% | 173.00 | 146.32 |
|
| Procter & Gamble Company (PG) | 0.0 | $25k | NEW | 165.00 | 153.21 |
|
| Merck & Co (MRK) | 0.0 | $25k | -59% | 301.00 | 83.93 |
|
| Direxion Shs Etf Tr Daily Amd Bull (AMUU) | 0.0 | $25k | NEW | 618.00 | 40.69 |
|
| Global X Fds Fintech Etf (FINX) | 0.0 | $25k | 750.00 | 33.52 |
|
|
| Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 0.0 | $24k | NEW | 873.00 | 27.81 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $24k | +2% | 50.00 | 485.02 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $24k | NEW | 145.00 | 164.54 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $24k | NEW | 129.00 | 182.43 |
|
| Gilead Sciences (GILD) | 0.0 | $22k | +160% | 198.00 | 111.00 |
|
| J P Morgan Exchange Traded F Flexible Debt Et | 0.0 | $22k | NEW | 434.00 | 50.22 |
|
| Cisco Systems (CSCO) | 0.0 | $21k | +175% | 309.00 | 68.42 |
|
| Corteva (CTVA) | 0.0 | $21k | NEW | 307.00 | 67.63 |
|
| Jacobs Engineering Group (J) | 0.0 | $21k | NEW | 138.00 | 149.86 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.0 | $21k | NEW | 492.00 | 42.03 |
|
| Key (KEY) | 0.0 | $21k | NEW | 1.1k | 18.69 |
|
| Xpo Logistics Inc equity (XPO) | 0.0 | $20k | 158.00 | 129.27 |
|
|
| Church & Dwight (CHD) | 0.0 | $20k | NEW | 232.00 | 87.63 |
|
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $20k | 325.00 | 62.12 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $20k | 155.00 | 129.72 |
|
|
| Servicenow (NOW) | 0.0 | $20k | 21.00 | 941.81 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $20k | +735% | 568.00 | 34.46 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $20k | NEW | 331.00 | 58.92 |
|
| Barrick Mng Corp Com Shs (B) | 0.0 | $19k | NEW | 590.00 | 32.77 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $19k | 651.00 | 29.64 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $19k | 43.00 | 435.47 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $19k | 96.00 | 192.75 |
|
|
| Blue Owl Capital Com Cl A (OWL) | 0.0 | $19k | NEW | 1.1k | 16.93 |
|
| Wells Fargo & Company (WFC) | 0.0 | $18k | NEW | 218.00 | 83.82 |
|
| Tcw Etf Trust Transfrm 500 Etf (VOTE) | 0.0 | $18k | NEW | 232.00 | 78.48 |
|
| Cullen/Frost Bankers (CFR) | 0.0 | $18k | NEW | 143.00 | 126.78 |
|
| Duolingo Cl A Com (DUOL) | 0.0 | $18k | NEW | 56.00 | 321.86 |
|
Past Filings by Halbert Hargrove Global Advisors
SEC 13F filings are viewable for Halbert Hargrove Global Advisors going back to 2011
- Halbert Hargrove Global Advisors 2025 Q3 filed Oct. 16, 2025
- Halbert Hargrove Global Advisors 2024 Q4 restated filed July 17, 2025
- Halbert Hargrove Global Advisors 2025 Q2 filed July 17, 2025
- Halbert Hargrove Global Advisors 2025 Q1 filed April 18, 2025
- Halbert Hargrove Global Advisors 2024 Q4 filed Feb. 5, 2025
- Halbert Hargrove Global Advisors 2024 Q3 filed Oct. 16, 2024
- Halbert Hargrove Global Advisors 2024 Q2 filed July 26, 2024
- Halbert Hargrove Global Advisors 2024 Q1 filed April 18, 2024
- Halbert Hargrove Global Advisors 2023 Q4 filed Jan. 24, 2024
- Halbert Hargrove Global Advisors 2023 Q3 filed Oct. 16, 2023
- Halbert Hargrove Global Advisors 2023 Q2 filed Aug. 14, 2023
- Halbert Hargrove Global Advisors 2023 Q1 filed April 25, 2023
- Halbert Hargrove Global Advisors 2022 Q4 filed Jan. 25, 2023
- Halbert Hargrove Global Advisors 2022 Q3 filed Oct. 24, 2022
- Halbert Hargrove Global Advisors 2022 Q2 filed Aug. 5, 2022
- Halbert Hargrove Global Advisors 2022 Q1 filed May 13, 2022