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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 58.45% of Halbert Hargrove Global Advisors's stock portfolio.
Added to shares of these 10 stocks: LRGF (+$5.3M), IEFA, INTF, EFA, IEMG, VTI, IWM, VXUS, PYLD, JPIB.
Started 33 new stock positions in CEF, GSLC, SOLS, FLRT, JTEK, Q, FDMO, RSPT, SPTM, PHYS.
Reduced shares in these 10 stocks: EEM, NTSX, AAPL, GOOG, IWD, IVV, VONE, VEA, ACWI, IWV.
Sold out of its positions in AFL, AES, ANGI, ACIW, ADBE, AVAV, AFRM, AGIO, APD, AKAM.
Halbert Hargrove Global Advisors was a net seller of stock by $-1.8M.
Halbert Hargrove Global Advisors has $2.1B in assets under management (AUM), dropping by 2.20%.
Central Index Key (CIK): 0001484205

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Portfolio Holdings for Halbert Hargrove Global Advisors

Halbert Hargrove Global Advisors holds 353 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	16.3	$343M		501k	684.94	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	14.2	$298M		5.4M	54.81	View chart
Ishares Tr U S Equity Factr (LRGF)	11.7	$247M	+2%	3.6M	69.43	View chart
Ishares Tr Rus 1000 Etf (IWB)	8.4	$177M		474k	373.44	View chart
Ishares Tr Core Msci Eafe (IEFA)	7.9	$166M		1.9M	89.46	View chart
Ishares Core Msci Emkt (IEMG)	7.3	$153M		2.3M	67.22	View chart
Wisdomtree Tr Internationl Efi (NTSI)	6.5	$138M		3.1M	44.09	View chart
Ishares Tr Intl Eqty Factor (INTF)	6.0	$126M	+2%	3.3M	37.75	View chart
Ishares Tr Russell 2000 Etf (IWM)	4.3	$91M		369k	246.16	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	3.3	$71M		1.6M	44.41	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	2.9	$61M	-3%	1.1M	54.71	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.0	$42M	+3%	435k	96.03	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.4	$30M		383k	77.53	View chart
Ishares Tr Micro-cap Etf (IWC)	0.7	$14M	-2%	87k	157.70	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$13M	-5%	201k	62.47	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.5	$10M	-7%	33k	309.04	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.4	$8.3M	+2%	312k	26.68	View chart
Airbnb Com Cl A (ABNB)	0.3	$7.2M		53k	135.72	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.3	$7.1M		76k	93.08	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$6.9M	-6%	18k	386.85	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.3	$6.5M	+3%	133k	48.70	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$6.0M	-4%	40k	148.98	View chart
Apple (AAPL)	0.3	$5.8M	-20%	21k	271.85	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$5.1M		50k	100.34	View chart
Microsoft Corporation (MSFT)	0.2	$4.4M	-3%	9.2k	483.64	View chart
Intuitive Surgical Com New (ISRG)	0.2	$4.4M		7.7k	566.36	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$4.3M	-4%	14k	313.00	View chart
Eli Lilly & Co. (LLY)	0.2	$3.8M		3.5k	1074.68	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$3.6M	-4%	36k	99.52	View chart
Metropcs Communications (TMUS)	0.2	$3.2M		16k	203.04	View chart
Home Depot (HD)	0.1	$3.0M	-13%	8.8k	344.10	View chart
Ball Corporation (BALL)	0.1	$2.6M		49k	52.97	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$2.4M		25k	95.09	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.1	$2.0M	-11%	14k	150.72	View chart
Unity Software (U)	0.1	$1.8M	+7%	40k	44.17	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$1.8M		31k	57.58	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.6M	-7%	2.6k	614.43	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.5M	-48%	4.7k	313.81	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$1.4M		33k	44.17	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$1.2M		36k	33.45	View chart
Tesla Motors (TSLA)	0.1	$1.2M	-6%	2.6k	449.72	View chart
Zions Bancorporation (ZION)	0.1	$1.1M		19k	58.54	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$1.0M	-3%	7.0k	143.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$852k	+237%	2.5k	335.23	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$775k	-4%	14k	53.76	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$707k	+5%	1.0k	682.02	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$681k	-15%	12k	56.96	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$660k	-2%	1.4k	473.34	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$644k		1.0k	627.25	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$621k	-11%	5.1k	120.96	View chart
Lowe's Companies (LOW)	0.0	$617k		2.6k	241.16	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$609k	+43%	1.2k	488.04	View chart
Ishares Tr Msci Gbl Sus Dev (SDG)	0.0	$587k	-4%	7.0k	84.23	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.0	$571k	+4%	7.6k	75.16	View chart
Snowflake Com Shs (SNOW)	0.0	$494k	-47%	2.3k	219.36	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$491k	+183%	6.5k	75.44	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$478k	-32%	7.3k	65.01	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$467k		4.7k	99.88	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.0	$452k	+17%	4.7k	95.96	View chart
Wal-Mart Stores (WMT)	0.0	$429k	+41%	3.9k	111.41	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.0	$410k		7.0k	58.67	View chart
Us Bancorp Del Com New (USB)	0.0	$405k		7.6k	53.36	View chart
Public Storage (PSA)	0.0	$398k	-39%	1.5k	259.50	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$390k	+100%	3.3k	119.41	View chart
JPMorgan Chase & Co. (JPM)	0.0	$381k	+114%	1.2k	322.21	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$359k	+45%	2.4k	148.71	View chart
Ishares Tr Low Carbon Optim (CRBN)	0.0	$331k		1.4k	230.48	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$331k	+15%	4.3k	76.23	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$292k		1.1k	257.91	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$280k		1.8k	155.15	View chart
Wisdomtree Tr Emerging Markets (NTSE)	0.0	$252k	-17%	6.7k	37.73	View chart
Visa Com Cl A (V)	0.0	$250k	-9%	712.00	350.71	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$242k		3.4k	71.62	View chart
Abbvie (ABBV)	0.0	$240k	-15%	1.1k	228.49	View chart
Wisdomtree Tr Cybersecurity Fd (WCBR)	0.0	$231k		8.3k	27.85	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$226k		2.5k	89.43	View chart
Boeing Company (BA)	0.0	$217k	-3%	1.0k	217.12	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$216k	+4%	9.2k	23.38	View chart
Hancock John Pfd Income Sh Ben Int (HPI)	0.0	$215k		13k	16.19	View chart
Calamos Conv Opportunities & Sh Ben Int (CHI)	0.0	$210k		20k	10.48	View chart
3M Company (MMM)	0.0	$208k	+3962%	1.3k	160.10	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$203k	-4%	4.4k	45.99	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.0	$197k		5.1k	38.36	View chart
Wisdomtree Tr Artificial Intel (WTAI)	0.0	$195k		6.7k	29.14	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$194k	+7%	975.00	198.54	View chart
Meta Platforms Cl A (META)	0.0	$191k	-31%	289.00	660.09	View chart
Wisdomtree Tr Cloud Computng (WCLD)	0.0	$188k		5.4k	35.01	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$187k	-11%	1.8k	104.02	View chart
International Business Machines (IBM)	0.0	$186k	-9%	628.00	296.21	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$185k	+21%	875.00	211.70	View chart
Amplify Etf Tr Blockchain Techn (BLOK)	0.0	$182k		3.2k	56.89	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$179k	-32%	356.00	502.65	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$178k		1.2k	143.53	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$177k	+70%	928.00	190.99	View chart
Ark Etf Tr Blockchain & Fin (ARKF)	0.0	$176k		3.7k	47.63	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$172k		2.1k	83.74	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$169k	-47%	1.9k	89.55	View chart
Honeywell International (HON)	0.0	$166k	+297%	851.00	195.09	View chart
Bank of America Corporation (BAC)	0.0	$165k	-28%	3.0k	55.00	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$158k	+2296%	5.3k	29.61	View chart
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)	0.0	$151k	NEW	7.8k	19.20	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$149k		3.8k	39.45	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$149k		4.6k	32.62	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$149k		5.7k	26.23	View chart
Texas Instruments Incorporated (TXN)	0.0	$147k	+229%	849.00	173.49	View chart
Pepsi (PEP)	0.0	$139k	+306%	968.00	143.52	View chart
McDonald's Corporation (MCD)	0.0	$137k	-9%	447.00	305.63	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$135k		1.1k	120.18	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$134k		427.00	314.80	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$132k	+13%	455.00	290.45	View chart
S&p Global (SPGI)	0.0	$131k	+4066%	250.00	522.59	View chart
Abbott Laboratories (ABT)	0.0	$128k	-23%	1.0k	125.29	View chart
Broadcom (AVGO)	0.0	$125k	-43%	361.00	345.99	View chart
Morgan Stanley Com New (MS)	0.0	$124k	-7%	699.00	177.53	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$121k		13k	9.53	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.0	$118k	NEW	2.5k	47.14	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$117k		4.3k	26.91	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$115k		3.5k	32.80	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.0	$112k		1.1k	101.82	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$110k	+22%	1.7k	66.00	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$110k		1.2k	88.52	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$109k	+43%	361.00	301.81	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$108k	+53%	1.8k	60.17	View chart
Coca-Cola Company (KO)	0.0	$106k	-20%	1.5k	69.92	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$105k		13k	8.11	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$104k		749.00	139.10	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$103k	+6%	137.00	752.49	View chart
Exxon Mobil Corporation (XOM)	0.0	$99k	+122%	825.00	120.34	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.0	$98k		2.0k	48.18	View chart
Simon Property (SPG)	0.0	$96k	-3%	521.00	185.11	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$96k	-10%	242.00	396.31	View chart
Costco Wholesale Corporation (COST)	0.0	$96k	-15%	111.00	861.80	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$93k	NEW	1.3k	73.56	View chart
Wisdomtree Tr Europe Defense F (WDEF)	0.0	$91k	NEW	3.1k	29.01	View chart
Seabridge Gold (SA)	0.0	$89k	NEW	3.0k	29.59	View chart
Aberdeen Income Cred Strat (ACP)	0.0	$89k		16k	5.41	View chart
Peak (DOC)	0.0	$88k	-31%	5.5k	16.08	View chart
Sprott Asset Management Physical Silver (PSLV)	0.0	$88k	NEW	3.7k	23.65	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$87k		1.3k	69.47	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$86k		1.7k	49.65	View chart
Kimberly-Clark Corporation (KMB)	0.0	$86k	+2635%	848.00	100.89	View chart
Clorox Company (CLX)	0.0	$86k		848.00	100.83	View chart
Pimco Dynamic Income Strateg Com Shs Ben Int (PDX)	0.0	$85k		4.5k	18.78	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$83k	-28%	274.00	304.09	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$82k		1.8k	46.71	View chart
Ge Aerospace Com New (GE)	0.0	$82k	+390%	265.00	307.82	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$81k	+100%	564.00	143.97	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$80k		1.6k	49.84	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$79k	NEW	2.4k	33.02	View chart
Ishares Tr Intl Dev Re Etf (IFGL)	0.0	$79k		3.4k	23.09	View chart
Hartford Financial Services (HIG)	0.0	$73k	-11%	533.00	137.80	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$73k	+18%	177.00	412.77	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$71k		2.6k	27.43	View chart
Mastercard Incorporated Cl A (MA)	0.0	$71k	-34%	124.00	571.77	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$70k		852.00	82.52	View chart
Chevron Corporation (CVX)	0.0	$70k	-26%	456.00	152.57	View chart
Enterprise Products Partners (EPD)	0.0	$69k	NEW	2.2k	32.06	View chart
Proshares Tr S&p Tech Dividen (TDV)	0.0	$67k		769.00	86.58	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$66k	NEW	498.00	132.37	View chart
Alaska Air (ALK)	0.0	$63k		1.3k	50.30	View chart
Amazon (AMZN)	0.0	$63k	-84%	271.00	230.82	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$62k	-95%	296.00	210.21	View chart
Medalist Diversified Reit In (MDRR)	0.0	$62k		5.0k	12.30	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$60k	NEW	1.3k	46.81	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$60k	+26766%	806.00	74.04	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$58k	NEW	1.0k	58.12	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$58k	+368%	300.00	191.56	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$57k	-24%	545.00	104.07	View chart
Las Vegas Sands (LVS)	0.0	$56k		867.00	65.09	View chart
Oracle Corporation (ORCL)	0.0	$55k	-33%	283.00	194.91	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$55k	-3%	151.00	361.05	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$54k		514.00	105.00	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$54k		10k	5.30	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$54k		736.00	72.68	View chart
Deere & Company (DE)	0.0	$53k	-32%	114.00	465.57	View chart
Ishares Tr Morningstar Valu (ILCV)	0.0	$53k		561.00	94.40	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$53k	+11988%	1.1k	48.32	View chart
Advanced Micro Devices (AMD)	0.0	$52k	-43%	244.00	214.16	View chart
Global X Fds Genomics And Bio (GNOM)	0.0	$50k	-68%	1.1k	45.46	View chart
At&t (T)	0.0	$50k	-22%	2.0k	24.84	View chart
Spdr Series Trust State Street Spd (XBI)	0.0	$49k		400.00	121.93	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$48k	-11%	45.00	1072.20	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$48k	-11%	2.0k	24.04	View chart
Xai Octagon Floatng Rate Alt (XFLT)	0.0	$48k		10k	4.80	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$47k		678.00	69.42	View chart
Alliance Resource Partners L Ut Ltd Part (ARLP)	0.0	$47k		2.0k	23.23	View chart
Sprott Asset Management Physical Gold An (CEF)	0.0	$46k	NEW	1.0k	45.80	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.0	$45k		924.00	48.66	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$45k	+100%	852.00	52.71	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$44k	NEW	619.00	71.37	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$44k	NEW	955.00	45.51	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$43k	NEW	750.00	57.24	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$43k	+71%	278.00	154.14	View chart
Ge Vernova (GEV)	0.0	$43k	+441%	65.00	656.22	View chart
Caterpillar (CAT)	0.0	$43k	-39%	74.00	576.00	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.0	$43k	NEW	1.0k	42.48	View chart
New Jersey Resources Corporation (NJR)	0.0	$42k		900.00	46.12	View chart
Nextera Energy (NEE)	0.0	$41k	-7%	510.00	80.28	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$40k		161.00	250.31	View chart
Nuveen Cr Strategies Income Com Shs (JQC)	0.0	$40k		8.0k	5.02	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$38k	-6%	474.00	80.22	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$38k	NEW	750.00	50.59	View chart
Direxion Shs Etf Tr Daily Nvda 2x Sh (NVDU)	0.0	$38k		319.00	117.81	View chart
Yum! Brands (YUM)	0.0	$37k	-3%	246.00	151.13	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$37k		460.00	79.90	View chart
Union Pacific Corporation (UNP)	0.0	$37k	-42%	158.00	231.32	View chart
Waste Management (WM)	0.0	$37k	-31%	166.00	219.71	View chart
NVIDIA Corporation (NVDA)	0.0	$35k	-89%	187.00	186.14	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$35k	-46%	490.00	70.98	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.0	$34k	NEW	897.00	38.17	View chart
Direxion Shs Etf Tr Daily Amd Bull (AMUU)	0.0	$34k		618.00	54.72	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$33k		315.00	105.69	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$31k		367.00	84.64	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$31k		200.00	154.80	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$31k		520.00	59.28	View chart
Fs Kkr Capital Corp (FSK)	0.0	$31k	NEW	2.1k	14.81	View chart
Blue Owl Capital Com Cl A (OWL)	0.0	$30k	+83%	2.0k	14.94	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$30k		62.00	480.58	View chart
Lam Research Corp Com New (LRCX)	0.0	$28k	-51%	163.00	171.29	View chart
Novo-nordisk A S Adr (NVO)	0.0	$28k		549.00	50.85	View chart
salesforce (CRM)	0.0	$28k	-61%	105.00	265.27	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.0	$28k		174.00	159.88	View chart
EQT Corporation (EQT)	0.0	$27k	NEW	500.00	53.60	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	0.0	$27k		121.00	221.33	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$27k		189.00	141.06	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$27k		206.00	128.93	View chart
Freeport-mcmoran CL B (FCX)	0.0	$26k	-21%	508.00	50.83	View chart
Trane Technologies SHS (TT)	0.0	$26k	-35%	66.00	390.30	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$26k		65.00	393.92	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$24k		145.00	167.94	View chart
Key (KEY)	0.0	$23k		1.1k	20.64	View chart
Global X Fds Fintech Etf (FINX)	0.0	$22k		750.00	29.43	View chart
Wells Fargo & Company (WFC)	0.0	$22k	+6%	233.00	93.20	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$22k		492.00	43.64	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.0	$21k		325.00	64.39	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.0	$21k	NEW	274.00	75.73	View chart
Iron Mountain (IRM)	0.0	$21k	-15%	250.00	82.95	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$20k		155.00	131.59	View chart
BP Sponsored Adr (BP)	0.0	$20k		568.00	34.73	View chart
Research Frontiers (REFR)	0.0	$20k	NEW	15k	1.31	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$20k		651.00	30.07	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$20k		331.00	58.80	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$19k		43.00	444.60	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	0.0	$19k		232.00	80.22	View chart
Thermo Fisher Scientific (TMO)	0.0	$19k	-36%	32.00	579.47	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.0	$19k		204.00	90.72	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$18k		429.00	41.93	View chart
Rocket Cos Com Cl A (RKT)	0.0	$18k		923.00	19.36	View chart
Direxion Shs Etf Tr Dly Scond 3xbu (SOXL)	0.0	$18k		425.00	42.03	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$18k	-37%	325.00	53.83	View chart
Intuit (INTU)	0.0	$17k	-36%	26.00	664.85	View chart
Woodward Governor Company (WWD)	0.0	$17k	-16%	55.00	304.07	View chart
Xpo Logistics Inc equity (XPO)	0.0	$16k	-24%	119.00	135.92	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$16k		113.00	141.05	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$16k		75.00	212.08	View chart
Applied Materials (AMAT)	0.0	$16k		61.00	257.00	View chart
Marathon Petroleum Corp (MPC)	0.0	$16k		96.00	162.64	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$15k		73.00	209.12	View chart
Agnico (AEM)	0.0	$15k		87.00	169.54	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$14k	-5%	483.00	28.82	View chart
Loews Corporation (L)	0.0	$14k	-5%	132.00	105.31	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$14k		192.00	71.45	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$14k	NEW	97.00	141.16	View chart
UnitedHealth (UNH)	0.0	$14k	-69%	41.00	330.12	View chart
Raytheon Technologies Corp (RTX)	0.0	$14k	-66%	73.00	184.55	View chart
Themes Etf Tr Leverage Shares (TSMG)	0.0	$14k		567.00	23.76	View chart
Ishares Tr Us Br Del Se Etf (IAI)	0.0	$13k		74.00	179.38	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$13k		127.00	101.98	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$12k		46.00	269.20	View chart
Netflix (NFLX)	0.0	$12k	+209%	130.00	93.76	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.0	$12k		124.00	97.40	View chart
Shell Spon Ads (SHEL)	0.0	$12k		162.00	73.31	View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI)	0.0	$12k		220.00	53.95	View chart
Digitalocean Hldgs (DOCN)	0.0	$12k		245.00	48.12	View chart
TJX Companies (TJX)	0.0	$11k	-83%	74.00	153.62	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.0	$11k		371.00	29.55	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.0	$11k		421.00	25.48	View chart
Booking Holdings (BKNG)	0.0	$11k	-60%	2.00	5355.50	View chart
Pitney Bowes (PBI)	0.0	$11k		1.0k	10.57	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.0	$11k		253.00	41.75	View chart
American Express Company (AXP)	0.0	$10k	-67%	28.00	369.96	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$10k	-75%	22.00	468.77	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.0	$10k	NEW	211.00	48.58	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.0	$9.9k	NEW	118.00	83.87	View chart
Corteva (CTVA)	0.0	$9.5k	-54%	141.00	67.04	View chart
Msc Income Fund (MSIF)	0.0	$9.4k	+100%	716.00	13.14	View chart
Metalla Rty & Streaming Com New (MTA)	0.0	$9.3k	NEW	1.2k	7.78	View chart
Gilead Sciences (GILD)	0.0	$9.3k	-61%	76.00	122.75	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.0	$9.2k		257.00	35.64	View chart
American Financial (AFG)	0.0	$8.9k		65.00	136.52	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$8.8k		71.00	123.27	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.0	$8.7k	+852%	200.00	43.30	View chart
Cisco Systems (CSCO)	0.0	$8.6k	-63%	112.00	77.04	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$8.6k		70.00	122.23	View chart
Spdr Series Trust State Street Spd (XRT)	0.0	$8.1k		95.00	85.29	View chart
Banco Santander Sa Adr (SAN)	0.0	$7.9k		676.00	11.73	View chart
Ishares Tr Msci Euro Fl Etf (EUFN)	0.0	$7.6k		205.00	37.09	View chart
Lockheed Martin Corporation (LMT)	0.0	$7.3k	-31%	15.00	483.73	View chart
Qualcomm (QCOM)	0.0	$7.0k	-57%	41.00	171.07	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$7.0k	-40%	26.00	268.31	View chart
American Water Works (AWK)	0.0	$6.7k	-5%	51.00	131.76	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$6.7k	NEW	206.00	32.56	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$6.3k		102.00	62.16	View chart
Carrier Global Corporation (CARR)	0.0	$6.1k	-50%	116.00	52.84	View chart
Ing Groep Sponsored Adr (ING)	0.0	$5.9k		209.00	28.00	View chart
Qnity Electronics Common Stock (Q)	0.0	$5.7k	NEW	70.00	81.66	View chart
Dupont De Nemours (DD)	0.0	$5.7k	-27%	141.00	40.21	View chart
Paychex (PAYX)	0.0	$5.6k	-13%	50.00	112.18	View chart
Ingersoll Rand (IR)	0.0	$5.1k	-34%	64.00	79.23	View chart
Paccar (PCAR)	0.0	$4.7k	-20%	43.00	109.51	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$4.7k		41.00	113.93	View chart
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW)	0.0	$4.6k	NEW	79.00	58.77	View chart
Stryker Corporation (SYK)	0.0	$4.6k	-27%	13.00	351.54	View chart
CSX Corporation (CSX)	0.0	$4.5k	-34%	123.00	36.25	View chart
Ishares Tr Global Mater Etf (MXI)	0.0	$4.4k		46.00	96.65	View chart
Ishares Tr Esg Aware 80/20 (EAOA)	0.0	$4.4k		107.00	41.47	View chart
Totalenergies Se Act (TTE)	0.0	$4.1k	NEW	63.00	65.43	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$4.1k	NEW	50.00	82.26	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$3.8k		37.00	102.54	View chart
Merck & Co (MRK)	0.0	$3.7k	-88%	35.00	105.29	View chart
Danaher Corporation (DHR)	0.0	$3.7k	-77%	16.00	228.94	View chart
Honda Motor Adr Ech Cnv In 3 (HMC)	0.0	$3.6k		123.00	29.49	View chart
Eaton Corp SHS (ETN)	0.0	$3.5k	-90%	11.00	318.55	View chart
Kyndryl Hldgs Common Stock (KD)	0.0	$3.3k		125.00	26.56	View chart
Dow (DOW)	0.0	$3.3k	-37%	141.00	23.38	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$3.2k		101.00	31.51	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.0	$3.1k		65.00	47.40	View chart
Defi Technologies (DEFT)	0.0	$2.9k		3.8k	0.75	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$2.6k		8.00	326.00	View chart
Bj's Wholesale Club Holdings (BJ)	0.0	$2.1k		23.00	90.04	View chart
ConocoPhillips (COP)	0.0	$2.1k	-76%	22.00	93.64	View chart
Ishares Tr Lifepath Tgt2035 (ITDC)	0.0	$1.8k	-11%	53.00	33.98	View chart
Edwards Lifesciences (EW)	0.0	$1.8k	-61%	21.00	85.29	View chart
Spdr Series Trust State Street Spd (SPYG)	0.0	$1.7k		16.00	106.75	View chart
Gartner (IT)	0.0	$1.3k	-82%	5.00	252.40	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.0	$1.2k		10.00	123.40	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.0	$724.000000	+25%	10.00	72.40	View chart
Howmet Aerospace (HWM)	0.0	$702.000000	-92%	3.00	234.00	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.0	$610.000200	-10%	9.00	67.78	View chart
Servicenow (NOW)	0.0	$376.000000	-90%	2.00	188.00	View chart
Walt Disney Company (DIS)	0.0	$259.000000	-97%	2.00	129.50	View chart
Cbre Group Cl A (CBRE)	0.0	$203.000000	NEW	1.00	203.00	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.0	$186.000000		4.00	46.50	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	0.0	$181.000000	NEW	2.00	90.50	View chart
Ishares Msci Cda Etf (EWC)	0.0	$162.000000		3.00	54.00	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.0	$161.000000		2.00	80.50	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.0	$147.000000		2.00	73.50	View chart
Spdr Series Trust State Street Spd (SPTI)	0.0	$116.000000		4.00	29.00	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$99.000000	-99%	1.00	99.00	View chart
Spdr Series Trust State Street Spd (SPBO)	0.0	$89.000100		3.00	29.67	View chart
Spdr Series Trust State Street Spd (SPMB)	0.0	$68.000100		3.00	22.67	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$34.000000	-93%	1.00	34.00	View chart
Soundhound Ai Class A Com (SOUN)	0.0	$27.000000		3.00	9.00	View chart

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 Q4 filed Jan. 23, 2026
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

View all past filings

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