Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, BIL, IEFA, and represent 58.57% of Halbert Hargrove Global Advisors's stock portfolio.
Added to shares of these 10 stocks: BIL (+$149M), EFA (+$96M), PH, LRGF, INTF, DMXF, IEMG, VFMF, NTSI, VTWO.
Started 377 new stock positions in CDNS, AVY, ED, EQIX, AER, TPR, MAS, MCD, ANSS, VAW.
Reduced shares in these 10 stocks: IWB (-$151M), USFR (-$96M), IVV, NTSX, MSFT, EEM, SCZ, SUSB, USXF, SUSC.
Sold out of its positions in CARA, DBX, GATX, GXO, MUB, SUSB, BGRN, USHY, SGOV, USXF. JIRE, PLUG, RH, RXO, SPTL.
Halbert Hargrove Global Advisors was a net seller of stock by $-9.7M.
Halbert Hargrove Global Advisors has $1.8B in assets under management (AUM), dropping by -1.63%.
Central Index Key (CIK): 0001484205

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Halbert Hargrove Global Advisors

Halbert Hargrove Global Advisors holds 670 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Halbert Hargrove Global Advisors has 670 total positions. Only the first 250 positions are shown.

Sign up to view all of the Halbert Hargrove Global Advisors March 31, 2025 positions
Download the Halbert Hargrove Global Advisors March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	15.8	$280M		499k	561.90	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	15.4	$273M		6.0M	45.31	View chart
Ishares Tr U S Equity Factr (LRGF)	11.1	$196M		3.4M	57.88	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	8.4	$149M	NEW	1.6M	91.73	View chart
Ishares Tr Core Msci Eafe (IEFA)	7.8	$138M		1.8M	75.65	View chart
Ishares Core Msci Emkt (IEMG)	6.8	$121M		2.2M	53.97	View chart
Wisdomtree Tr Internationl Efi (NTSI)	6.7	$119M		3.1M	37.98	View chart
Ishares Tr Intl Eqty Factor (INTF)	5.5	$98M		3.2M	30.84	View chart
Ishares Tr Msci Eafe Etf (EFA)	5.5	$98M	+4334%	1.2M	81.73	View chart
Ishares Tr Russell 2000 Etf (IWM)	4.0	$71M		353k	199.49	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	3.0	$54M	-3%	1.2M	43.70	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.5	$27M	-6%	421k	63.53	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$12M	-2%	228k	50.83	View chart
Ishares Tr Micro-cap Etf (IWC)	0.6	$11M	+3%	101k	110.91	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.5	$8.7M	-5%	34k	253.86	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.4	$7.9M	+3%	298k	26.35	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.4	$7.3M	+3%	79k	92.47	View chart
Airbnb Com Cl A (ABNB)	0.4	$6.3M		53k	119.46	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.3	$6.0M		125k	47.89	View chart
Apple (AAPL)	0.3	$5.9M		27k	222.13	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$5.8M	-12%	18k	317.64	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$5.6M		46k	121.91	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$5.3M	-3%	53k	100.62	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$5.0M	-96%	16k	306.74	View chart
Trane Technologies SHS (TT)	0.3	$4.7M		14k	336.93	View chart
Microsoft Corporation (MSFT)	0.2	$4.2M	-40%	11k	375.40	View chart
Intuitive Surgical Com New (ISRG)	0.2	$4.0M		8.2k	495.27	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$3.3M	+20%	41k	80.65	View chart
Eli Lilly & Co. (LLY)	0.2	$3.0M		3.6k	825.91	View chart
Parker-Hannifin Corporation (PH)	0.1	$2.6M	NEW	4.2k	607.85	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$2.4M	+4%	16k	154.63	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$2.2M	+17%	27k	81.69	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.5M	+6%	9.5k	156.24	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$1.2M		35k	34.95	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$1.2M	NEW	18k	67.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.2M		2.5k	468.90	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$1.2M		36k	31.96	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$1.1M	-2%	20k	57.60	View chart
Zions Bancorporation (ZION)	0.1	$953k		19k	49.86	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$901k	-8%	9.2k	97.95	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$896k	-9%	7.7k	115.60	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.0	$865k	+12130%	6.8k	126.31	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$856k	+96%	1.7k	514.06	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$781k	+3%	17k	45.26	View chart
Unity Software (U)	0.0	$737k		38k	19.59	View chart
Ingersoll Rand (IR)	0.0	$646k		8.1k	80.03	View chart
Wisdomtree Tr Emerging Markets (NTSE)	0.0	$635k	-13%	21k	30.02	View chart
Snowflake Cl A (SNOW)	0.0	$622k		4.3k	146.14	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.0	$597k		6.2k	95.98	View chart
Kellogg Company (K)	0.0	$542k		6.6k	82.49	View chart
Ishares Tr Msci Gbl Sus Dev (SDG)	0.0	$531k	-41%	7.3k	72.39	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.0	$522k	-15%	6.8k	76.51	View chart
Ball Corporation (BALL)	0.0	$471k		9.1k	52.07	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$462k		4.7k	98.92	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$437k	+56%	1.2k	361.13	View chart
Tesla Motors (TSLA)	0.0	$414k	-66%	1.6k	259.17	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$388k	-14%	694.00	559.37	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$350k	+446%	6.9k	50.63	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$334k		901.00	370.85	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$321k		1.6k	197.45	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.0	$306k	-6%	7.0k	43.90	View chart
Ishares Tr Msci Lw Crb Tg (CRBN)	0.0	$297k		1.6k	191.14	View chart
Walgreen Boots Alliance (WBA)	0.0	$285k		26k	11.17	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$279k	-4%	3.6k	76.50	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$255k	-99%	5.1k	50.33	View chart
Wal-Mart Stores (WMT)	0.0	$244k	+6%	2.8k	87.79	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$234k		1.8k	131.08	View chart
Wisdomtree Tr Cybersecurity Fd (WCBR)	0.0	$226k	-6%	8.3k	27.10	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$213k	+17%	773.00	274.94	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$211k		952.00	221.71	View chart
Meta Platforms Cl A (META)	0.0	$208k	+24%	360.00	576.39	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$205k		3.5k	58.98	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$202k	-20%	2.5k	79.86	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$197k		1.6k	122.04	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$190k		3.5k	55.09	View chart
Wisdomtree Tr Cloud Computng (WCLD)	0.0	$174k	-5%	5.4k	32.45	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$172k	+283%	8.7k	19.78	View chart
Wisdomtree Tr Artificial Intel (WTAI)	0.0	$171k	-6%	9.0k	19.00	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$169k		4.4k	38.41	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$168k	-3%	2.1k	81.75	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$164k	+359%	2.0k	80.98	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$162k	+4%	1.3k	128.95	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$151k	-15%	283.00	532.54	View chart
Visa Com Cl A (V)	0.0	$149k	-2%	426.00	350.46	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$143k		2.3k	62.10	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$141k	-85%	6.1k	23.06	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$134k		718.00	186.19	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$132k	+9%	1.5k	90.57	View chart
Bank of America Corporation (BAC)	0.0	$132k	+5%	3.2k	41.73	View chart
Hancock John Pfd Income Sh Ben Int (HPI)	0.0	$126k		7.6k	16.59	View chart
Li Auto Sponsored Ads (LI)	0.0	$126k	NEW	5.0k	25.20	View chart
Ark Etf Tr Fintech Innova (ARKF)	0.0	$123k	-58%	3.7k	33.26	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$122k		4.9k	25.04	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$122k		5.7k	21.53	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$122k		898.00	135.68	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$121k	+68%	2.1k	58.34	View chart
Costco Wholesale Corporation (COST)	0.0	$121k	+15%	128.00	945.27	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$121k		3.9k	31.02	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$113k		2.0k	57.56	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$112k	-7%	1.5k	73.45	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$106k	+40%	619.00	170.95	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.0	$103k	NEW	2.8k	36.88	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$102k		592.00	172.73	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.0	$100k		1.0k	99.16	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$97k		930.00	104.57	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$96k		4.3k	22.08	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$95k		3.5k	26.92	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$93k	+22%	171.00	543.08	View chart
Calamos Conv Opportunities & Sh Ben Int (CHI)	0.0	$91k		9.5k	9.59	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$83k		3.0k	27.96	View chart
NVIDIA Corporation (NVDA)	0.0	$83k	-36%	761.00	108.36	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$81k	NEW	1.7k	46.81	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$81k		9.9k	8.14	View chart
Ishares Tr Intl Dev Re Etf (IFGL)	0.0	$80k		4.1k	19.73	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$80k	+668%	784.00	102.18	View chart
Amazon (AMZN)	0.0	$79k	+70%	417.00	190.13	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$79k	+140%	419.00	188.08	View chart
JPMorgan Chase & Co. (JPM)	0.0	$78k	+29%	319.00	245.02	View chart
Aberdeen Income Cred Strat (ACP)	0.0	$76k	+4%	13k	5.89	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$74k		1.8k	42.08	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$74k		1.3k	58.54	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$70k		242.00	288.14	View chart
Franklin Templeton Etf Tr Genomic Adv Etf (HELX)	0.0	$69k	+41%	2.6k	27.00	View chart
Home Depot (HD)	0.0	$69k	+16%	188.00	366.49	View chart
Ishares Tr Morningstar Valu (ILCV)	0.0	$68k	-5%	835.00	81.47	View chart
Hartford Financial Services (HIG)	0.0	$68k	+2%	548.00	123.73	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$64k		1.2k	54.76	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$63k		251.00	251.41	View chart
Broadcom (AVGO)	0.0	$63k	+22%	377.00	167.23	View chart
Medalist Diversified Reit In (MDRR)	0.0	$63k		5.0k	12.53	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$61k		293.00	206.48	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$59k		852.00	68.89	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$57k	+19%	174.00	324.80	View chart
Proshares Tr S&p Tech Dividen (TDV)	0.0	$56k		769.00	72.85	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$55k		911.00	60.15	View chart
Deere & Company (DE)	0.0	$55k		116.00	471.14	View chart
UnitedHealth (UNH)	0.0	$54k	+20%	104.00	523.00	View chart
Mastercard Incorporated Cl A (MA)	0.0	$52k	+58%	95.00	548.87	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$52k	-10%	124.00	420.02	View chart
Global X Fds Fintech Etf (FINX)	0.0	$52k	NEW	1.9k	27.56	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$51k	-10%	310.00	165.85	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$49k		160.00	308.88	View chart
New Jersey Resources Corporation (NJR)	0.0	$44k		900.00	49.06	View chart
Oracle Corporation (ORCL)	0.0	$43k	+8%	309.00	139.70	View chart
Waste Management (WM)	0.0	$42k	+9%	181.00	231.51	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.0	$40k	-33%	924.00	43.40	View chart
Novo-nordisk A S Adr (NVO)	0.0	$39k	+2%	561.00	69.45	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$39k		514.00	75.74	View chart
Yum! Brands (YUM)	0.0	$39k		247.00	157.20	View chart
Global X Fds Genomic Biotech (GNOM)	0.0	$39k	-42%	4.8k	7.95	View chart
Exxon Mobil Corporation (XOM)	0.0	$38k	-45%	319.00	118.99	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$38k	+85%	524.00	71.97	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$36k		497.00	71.48	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.0	$35k		532.00	65.76	View chart
salesforce (CRM)	0.0	$35k	+23%	130.00	268.65	View chart
Las Vegas Sands (LVS)	0.0	$34k	-9%	869.00	38.63	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$33k		157.00	211.99	View chart
Clorox Company (CLX)	0.0	$33k		221.00	147.25	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$33k	NEW	161.00	202.13	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$31k	NEW	551.00	56.28	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$30k	+2%	46.00	661.02	View chart
Advanced Micro Devices (AMD)	0.0	$30k	+19%	291.00	102.74	View chart
Caterpillar (CAT)	0.0	$29k	+16%	86.00	331.35	View chart
Loews Corporation (L)	0.0	$28k		307.00	91.91	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$28k		315.00	88.99	View chart
Wk Kellogg Com Shs (KLG)	0.0	$27k		1.4k	19.93	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$27k		390.00	69.81	View chart
Merck & Co (MRK)	0.0	$25k		279.00	89.76	View chart
Netflix (NFLX)	0.0	$25k	+100%	26.00	942.96	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$24k		520.00	46.02	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$24k	+7%	348.00	67.84	View chart
Chevron Corporation (CVX)	0.0	$24k	+75%	140.00	167.88	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$23k		206.00	112.85	View chart
Abbvie (ABBV)	0.0	$23k	-48%	111.00	208.92	View chart
TJX Companies (TJX)	0.0	$23k	+11%	190.00	121.80	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.0	$23k	NEW	174.00	131.40	View chart
Nio Spon Ads (NIO)	0.0	$23k	NEW	5.9k	3.81	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$23k	+21%	188.00	119.73	View chart
Thermo Fisher Scientific (TMO)	0.0	$22k		45.00	497.60	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$22k	+3%	542.00	40.46	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$22k	NEW	189.00	115.95	View chart
Intuit (INTU)	0.0	$22k	+34%	35.00	615.66	View chart
Iron Mountain (IRM)	0.0	$22k		250.00	86.04	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$22k	NEW	918.00	23.43	View chart
Freeport-mcmoran CL B (FCX)	0.0	$21k	+11%	564.00	37.89	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$21k	NEW	359.00	58.96	View chart
Acm Resh Com Cl A (ACMR)	0.0	$21k	NEW	900.00	23.34	View chart
Lam Research Corp Com New (LRCX)	0.0	$21k	+19%	288.00	72.73	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$20k	NEW	343.00	59.40	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$20k	+54%	314.00	64.69	View chart
Coca-Cola Company (KO)	0.0	$20k	+90%	280.00	71.56	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$20k	NEW	397.00	49.91	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$20k	+5%	140.00	139.74	View chart
Honeywell International (HON)	0.0	$19k	+95%	90.00	211.76	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$18k		429.00	42.07	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.0	$18k		325.00	54.41	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$17k		66.00	260.06	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$17k		651.00	26.20	View chart
Xpo Logistics Inc equity (XPO)	0.0	$17k	-50%	158.00	107.58	View chart
Nuveen Cr Strategies Income Com Shs (JQC)	0.0	$16k		3.0k	5.38	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.0	$16k	-56%	204.00	78.96	View chart
Gilead Sciences (GILD)	0.0	$16k	+89%	144.00	111.71	View chart
Woodward Governor Company (WWD)	0.0	$15k		84.00	183.18	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$15k	NEW	87.00	173.24	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$15k	NEW	185.00	78.28	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$14k		43.00	334.49	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$14k		75.00	190.59	View chart
Marathon Petroleum Corp (MPC)	0.0	$14k	+2%	98.00	145.69	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$14k		113.00	125.97	View chart
Booking Holdings (BKNG)	0.0	$14k	+50%	3.00	4622.33	View chart
Johnson & Johnson (JNJ)	0.0	$13k		81.00	165.89	View chart
Shell Spon Ads (SHEL)	0.0	$13k	+8%	176.00	73.43	View chart
American Water Works (AWK)	0.0	$13k		87.00	148.36	View chart
Adobe Systems Incorporated (ADBE)	0.0	$13k	+54%	34.00	379.38	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$13k	NEW	219.00	57.61	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$13k		73.00	172.26	View chart
Abbott Laboratories (ABT)	0.0	$12k	+318%	92.00	132.65	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$12k		192.00	63.00	View chart
Procter & Gamble Company (PG)	0.0	$12k	NEW	70.00	171.36	View chart
Yum China Holdings (YUMC)	0.0	$12k		221.00	52.06	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.0	$11k		124.00	91.20	View chart
Pepsi (PEP)	0.0	$11k	+316%	75.00	149.95	View chart
Morgan Stanley Com New (MS)	0.0	$11k	+33%	95.00	116.84	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$11k		127.00	87.17	View chart
Cisco Systems (CSCO)	0.0	$11k	+58%	178.00	61.71	View chart
Vanguard World Utilities Etf (VPU)	0.0	$11k	NEW	64.00	170.81	View chart
Us Bancorp Del Com New (USB)	0.0	$11k	+14%	259.00	42.16	View chart
Raytheon Technologies Corp (RTX)	0.0	$11k	+10%	81.00	133.21	View chart
Vanguard World Financials Etf (VFH)	0.0	$11k	NEW	89.00	119.47	View chart
Texas Instruments Incorporated (TXN)	0.0	$11k	+20%	59.00	179.71	View chart
Ishares Tr Us Br Del Se Etf (IAI)	0.0	$10k		74.00	140.12	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$10k	NEW	69.00	148.39	View chart
Amgen (AMGN)	0.0	$10k	NEW	33.00	310.06	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$10k		46.00	222.15	View chart
Williams Companies (WMB)	0.0	$10k	NEW	171.00	59.76	View chart
Invesco Exch Traded Fd Tr Ii Purbta Msci Us (PBUS)	0.0	$10k	NEW	178.00	56.02	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$9.9k	-77%	32.00	309.12	View chart
Applied Materials (AMAT)	0.0	$9.9k	+11%	68.00	145.13	View chart
Paychex (PAYX)	0.0	$9.7k	+26%	63.00	154.29	View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI)	0.0	$9.7k		220.00	44.13	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$9.6k	NEW	44.00	218.84	View chart
Agnico (AEM)	0.0	$9.4k		87.00	108.41	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$9.4k	NEW	184.00	51.13	View chart
Vanguard World Industrial Etf (VIS)	0.0	$9.4k	NEW	38.00	247.55	View chart
Vanguard World Energy Etf (VDE)	0.0	$9.3k	NEW	72.00	129.72	View chart
Verizon Communications (VZ)	0.0	$9.3k	NEW	206.00	45.25	View chart
Nextera Energy (NEE)	0.0	$9.1k	NEW	129.00	70.89	View chart
Progressive Corporation (PGR)	0.0	$9.1k	NEW	32.00	283.03	View chart
Philip Morris International (PM)	0.0	$8.9k	NEW	56.00	158.73	View chart
Ge Aerospace Com New (GE)	0.0	$8.8k	+109%	44.00	199.59	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 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
Halbert Hargrove Global Advisors 2021 Q4 filed Feb. 14, 2022
Halbert Hargrove Global Advisors 2021 Q3 filed Oct. 29, 2021
Halbert Hargrove Global Advisors 2021 Q2 filed July 29, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z