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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, WAMA, IEMG, and represent 57.38% of Halbert Hargrove Global Advisors's stock portfolio.
Added to shares of these 10 stocks: INTF, WIMA, WAMA, MINT, NTSI, VUG, IWF, IAU, GLD, DFAT.
Started 381 new stock positions in TDIV, FE, XLC, ULTA, HPE, COHR, ELV, BBVA, AMT, BABA.
Reduced shares in these 10 stocks: IVV (-$7.2M), IEMG, NTSX, EEM, SPDW, GOOGL, IWB, IWM, ISRG, DES.
Sold out of its positions in ARLP, CGHM, NVDU, Dupont De Nemours, FDLO, Honeywell International, IWS, USXF, IBIT, JQC. MDY, SPSM, SA, SOUN, VTIP.
Halbert Hargrove Global Advisors was a net seller of stock by $-16M.
Halbert Hargrove Global Advisors has $2.3B in assets under management (AUM), dropping by 11.57%.
Central Index Key (CIK): 0001484205

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Portfolio Holdings for Halbert Hargrove Global Advisors

Halbert Hargrove Global Advisors holds 727 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Halbert Hargrove Global Advisors has 727 total positions. Only the first 250 positions are shown.

Sign up to view all of the Halbert Hargrove Global Advisors June 30, 2026 positions
Download the Halbert Hargrove Global Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	16.0	$369M		493k	748.89	View chart
Wisdomtree Tr Us Effic Core Fd (NTSX)	13.7	$316M		5.4M	59.05	View chart
Ishares Tr U S Equity Factr (LRGF)	11.8	$274M		3.6M	75.63	View chart
Wisdomtree Tr U S Adaptive Mvn (WAMA)	8.0	$184M		7.0M	26.18	View chart
Ishares Core Msci Emkt (IEMG)	7.9	$183M	-2%	2.2M	82.84	View chart
Ishares Tr Core Msci Eafe (IEFA)	7.8	$180M		1.9M	96.58	View chart
Wisdomtree Tr Internationl Efi (NTSI)	6.3	$146M		3.1M	46.60	View chart
Ishares Tr Intl Eqty Factor (INTF)	6.1	$140M	+2%	3.4M	40.96	View chart
Series Portfolios Tr Acuitas Sml Cap (AIMS)	3.9	$90M		3.0M	29.51	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	3.1	$72M	-2%	1.1M	68.41	View chart
Wisdomtree Tr Intl Ad Mo Av Fd (WIMA)	2.9	$67M	+4%	1.6M	42.08	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	2.4	$56M	-3%	1.1M	50.39	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.3	$30M		370k	82.27	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.1	$25M	-4%	82k	300.45	View chart
Ishares Tr Micro-cap Etf (IWC)	0.7	$17M	-3%	82k	200.04	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$14M	-2%	190k	71.25	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.4	$10M	-2%	30k	338.72	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.3	$7.9M		299k	26.52	View chart
Airbnb Com Cl A (ABNB)	0.3	$7.6M		53k	143.10	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.3	$6.6M		71k	92.21	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$6.2M	-4%	38k	163.67	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.3	$6.2M		129k	48.35	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$6.2M	-20%	15k	409.50	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$6.1M	-7%	14k	426.40	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$5.9M	+29%	59k	100.81	View chart
Apple (AAPL)	0.2	$5.6M		19k	289.37	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$5.5M	-4%	53k	103.88	View chart
Eli Lilly & Co. (LLY)	0.2	$3.7M	-11%	3.0k	1199.13	View chart
Microsoft Corporation (MSFT)	0.1	$3.1M	-2%	8.4k	373.03	View chart
Ball Corporation (BALL)	0.1	$3.1M		49k	62.40	View chart
Home Depot (HD)	0.1	$3.0M	-4%	8.4k	352.70	View chart
Intuitive Surgical Com New (ISRG)	0.1	$2.8M	-21%	7.1k	397.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$2.7M	-43%	7.7k	357.39	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$2.7M	+3%	26k	102.81	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$2.5M		20k	121.42	View chart
Metropcs Communications (TMUS)	0.1	$2.3M	-13%	14k	167.73	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.1	$2.2M	-6%	13k	176.97	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.9M		2.6k	736.41	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$1.7M	-3%	31k	54.69	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.7M		4.7k	353.30	View chart
Zions Bancorporation (ZION)	0.1	$1.3M		19k	69.19	View chart
Amazon (AMZN)	0.1	$1.2M	+2%	4.9k	238.36	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$1.1M		6.9k	154.29	View chart
Tesla Motors (TSLA)	0.0	$1.1M	-2%	2.5k	420.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$952k	-2%	2.6k	370.08	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$866k		15k	59.69	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.0	$858k	+24%	1.1k	747.07	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$785k	-45%	19k	40.68	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$765k	+344%	6.2k	124.18	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$715k	+607%	8.3k	86.14	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$715k	-9%	11k	66.45	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$667k	+8%	971.00	687.01	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$638k	+616%	1.7k	368.38	View chart
Ishares Tr Msci Gbl Sus Dev (SDG)	0.0	$624k		7.0k	89.43	View chart
Unity Software (U)	0.0	$621k	-40%	22k	28.58	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$620k	-6%	4.7k	132.24	View chart
Snowflake Com Shs (SNOW)	0.0	$573k	-49%	2.3k	254.54	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$572k	+23%	5.8k	98.98	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$572k	NEW	7.6k	75.51	View chart
Lowe's Companies (LOW)	0.0	$565k		2.6k	220.48	View chart
Wal-Mart Stores (WMT)	0.0	$515k	+8%	4.5k	113.25	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$489k	NEW	7.0k	69.90	View chart
Public Storage (PSA)	0.0	$488k		1.5k	318.31	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.0	$471k		7.1k	66.03	View chart
Us Bancorp Com New (USB)	0.0	$459k		7.6k	60.40	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.0	$445k		4.7k	95.61	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$428k	NEW	8.5k	50.57	View chart
Direxion Shares Etf Trust Dai Sem Bul Etf (SOXL)	0.0	$401k	+166%	1.5k	266.72	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$396k		2.4k	164.30	View chart
JPMorgan Chase & Co. (JPM)	0.0	$395k	+2%	1.2k	327.41	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$384k		3.3k	117.29	View chart
Direxion Shares Etf Trust Da Te Bu 3x Etf (TECL)	0.0	$384k	-58%	1.7k	230.76	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.0	$341k	-26%	4.9k	69.50	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$337k		1.1k	303.24	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$336k		1.8k	185.22	View chart
Wisdomtree Tr Arti Int Inn Fd (WTAI)	0.0	$329k		6.9k	47.47	View chart
Ishares Tr Low Ca Op Ms Etf (CRBN)	0.0	$320k		1.3k	252.90	View chart
Wisdomtree Tr Cybersecurity Fd (WCBR)	0.0	$312k		8.6k	36.22	View chart
Direxion Shares Etf Trust Da Bi Bu 3x Etf (LABU)	0.0	$292k		1.0k	292.10	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$280k	+30%	12k	23.15	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$277k		3.2k	85.49	View chart
Wisdomtree Tr Emer Mark Eff Fd (NTSE)	0.0	$277k	-13%	5.7k	48.61	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.0	$272k		5.1k	52.88	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$269k	+150%	1.4k	190.52	View chart
Abbvie (ABBV)	0.0	$269k		1.1k	251.64	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.0	$265k	+994%	5.4k	49.28	View chart
Texas Instruments Incorporated (TXN)	0.0	$255k		855.00	297.90	View chart
Boeing Company (BA)	0.0	$235k		1.1k	216.47	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$233k	-3%	2.4k	95.62	View chart
Visa Com Cl A (V)	0.0	$230k		671.00	343.07	View chart
Calamos Conv Opportunities & Sh Ben Int (CHI)	0.0	$222k	-17%	17k	13.44	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$221k		4.3k	51.05	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$220k		1.0k	219.47	View chart
Hancock John Pfd Income Sh Ben Int (HPI)	0.0	$212k		13k	16.21	View chart
3M Company (MMM)	0.0	$211k		1.3k	161.85	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$209k		3.7k	55.92	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$201k		922.00	217.93	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$200k	-24%	2.4k	82.34	View chart
Amplify Etf Tr Block Techn Etf (BLOK)	0.0	$199k		3.2k	62.64	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$193k		1.2k	157.99	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$193k	-8%	793.00	242.87	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$187k	-11%	1.6k	117.00	View chart
Wisdomtree Tr Cloud Computng (WCLD)	0.0	$183k		5.7k	32.06	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$183k	+2%	365.00	500.52	View chart
Meta Platforms Cl A (META)	0.0	$178k	+9%	316.00	564.02	View chart
International Business Machines (IBM)	0.0	$178k		631.00	281.40	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$177k	-4%	5.1k	34.81	View chart
Bank of America Corporation (BAC)	0.0	$177k	+3%	3.1k	56.97	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$174k	+437%	2.2k	80.59	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$172k	+1820%	1.3k	127.84	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$169k		2.1k	82.64	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.0	$167k		1.7k	97.58	View chart
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)	0.0	$161k		7.8k	20.56	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.0	$155k		2.0k	76.16	View chart
Advanced Micro Devices (AMD)	0.0	$149k	+4%	256.00	580.75	View chart
Morgan Stanley Com New (MS)	0.0	$149k		711.00	208.96	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$147k		427.00	343.91	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$146k	-3%	4.3k	33.84	View chart
Ark Etf Tr Bloc Fin Inn Etf (ARKF)	0.0	$146k		3.7k	39.46	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$144k		3.5k	41.43	View chart
Broadcom (AVGO)	0.0	$141k	+12%	373.00	377.41	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$138k		1.8k	77.12	View chart
Western Digital (WDC)	0.0	$138k	NEW	215.00	639.47	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$135k	+2%	14k	9.81	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$132k		277.00	477.87	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$130k		357.00	365.33	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$127k		4.3k	29.43	View chart
Coca-Cola Company (KO)	0.0	$127k	+2%	1.6k	81.28	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$127k		3.5k	36.06	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.0	$125k		1.1k	113.69	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$124k	+698%	1.0k	119.49	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$121k	-2%	1.3k	96.40	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$118k	-27%	4.1k	28.96	View chart
Peak (DOC)	0.0	$117k		5.5k	21.40	View chart
Simon Property (SPG)	0.0	$117k		521.00	223.84	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$116k	+265%	730.00	158.66	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.0	$114k		749.00	152.11	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$110k	NEW	1.0k	106.31	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$110k	-3%	738.00	148.39	View chart
McDonald's Corporation (MCD)	0.0	$109k		403.00	270.10	View chart
Exxon Mobil Corporation (XOM)	0.0	$108k		788.00	136.73	View chart
Chevron Corporation (CVX)	0.0	$108k	-5%	650.00	165.66	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$106k		1.3k	83.75	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.0	$104k	NEW	480.00	217.22	View chart
S&p Global (SPGI)	0.0	$103k		252.00	407.15	View chart
Ge Aerospace Com New (GE)	0.0	$102k	+5%	272.00	373.07	View chart
NVIDIA Corporation (NVDA)	0.0	$98k	+258%	491.00	200.14	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$98k		149.00	657.59	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$97k	+8%	49.00	1984.12	View chart
Wisdomtree Tr Europ Defen Fd (WDEF)	0.0	$96k		3.5k	27.19	View chart
Costco Wholesale Corporation (COST)	0.0	$94k	-9%	101.00	934.82	View chart
Pimco Dynamic Income Strateg Com Shs Ben Int (PDX)	0.0	$94k		4.5k	20.82	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$94k		1.7k	53.79	View chart
Abbott Laboratories (ABT)	0.0	$93k		1.0k	90.77	View chart
Direxion Shares Etf Trust Dly Amd Bull 2x (AMUU)	0.0	$91k	-49%	314.00	289.08	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.0	$90k	NEW	785.00	114.88	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$88k	NEW	894.00	98.20	View chart
Enterprise Products Partners (EPD)	0.0	$86k	+9%	2.4k	36.76	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$85k	-16%	1.1k	81.06	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$83k	+4%	1.7k	49.79	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$83k		2.6k	31.70	View chart
Caterpillar (CAT)	0.0	$82k	+4%	77.00	1070.09	View chart
Proshares Tr S&p Tech Dividen (TDV)	0.0	$80k		769.00	103.96	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$78k	+400%	885.00	87.91	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.0	$77k	NEW	1.6k	47.20	View chart
Seabridge Gold	0.0	$77k	NEW	3.0k	25.74	View chart
Ge Vernova (GEV)	0.0	$76k	+4%	65.00	1175.06	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$76k		852.00	89.01	View chart
Lam Research Corp Com New (LRCX)	0.0	$76k	+6%	174.00	433.75	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$75k		736.00	102.30	View chart
Deere & Company (DE)	0.0	$75k	+3%	118.00	631.70	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$74k		514.00	144.48	View chart
Honeywell International (HON)	0.0	$74k	NEW	330.00	223.56	View chart
Global X Fds S&p 500 Covered (XYLD)	0.0	$73k	+44%	1.8k	40.79	View chart
Aberdeen Income Cred Strat (ACP)	0.0	$73k	-14%	14k	5.20	View chart
Honeywell Aerospace (HONA)	0.0	$73k	NEW	329.00	221.08	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$73k		1.2k	62.20	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$72k		2.4k	30.17	View chart
Mastercard Incorporated Cl A (MA)	0.0	$72k	+12%	139.00	514.69	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$71k	-30%	9.0k	7.88	View chart
Hartford Financial Services (HIG)	0.0	$71k		534.00	132.59	View chart
Sprott Asset Management Physical Silver (PSLV)	0.0	$70k		3.7k	18.87	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$69k	-29%	848.00	81.02	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$68k		2.5k	27.70	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$67k	+17%	878.00	76.59	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.0	$66k		1.3k	51.78	View chart
Alaska Air (ALK)	0.0	$66k		1.3k	52.20	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$64k		300.00	212.77	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.0	$63k		400.00	158.25	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$63k		183.00	343.34	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$62k	+5%	11k	5.83	View chart
Global X Fds Genomics And Bio (GNOM)	0.0	$62k		1.1k	56.83	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$62k		955.00	64.50	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$62k		1.0k	61.46	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$61k	+100%	1.1k	56.16	View chart
Clorox Company (CLX)	0.0	$60k	-25%	628.00	95.44	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$60k	-15%	419.00	141.89	View chart
Tidal Trust Ii Yield Ultra Etf (ULTY)	0.0	$58k	NEW	2.0k	29.57	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$53k	NEW	1.1k	46.93	View chart
Columbia Etf Tr I Core Bond Etf (CRUX)	0.0	$52k	NEW	1.7k	29.98	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$51k		678.00	75.79	View chart
New Jersey Resources Corporation (NJR)	0.0	$50k		900.00	56.04	View chart
CSX Corporation (CSX)	0.0	$50k	+754%	1.1k	47.54	View chart
Applied Materials (AMAT)	0.0	$48k	+8%	66.00	722.08	View chart
Nextera Energy (NEE)	0.0	$47k	+4%	533.00	87.73	View chart
Direxion Shares Etf Trust Da 500 Bu 3x Etf (SPXL)	0.0	$45k	-10%	167.00	270.05	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.0	$45k		1.0k	45.07	View chart
Union Pacific Corporation (UNP)	0.0	$45k	+3%	164.00	271.88	View chart
At&t (T)	0.0	$43k	+2%	2.1k	20.70	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$42k		750.00	56.48	View chart
Nomura Etf Tr Focu Em Mkts Etf (EMEQ)	0.0	$42k	NEW	580.00	72.86	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.0	$42k	NEW	534.00	78.04	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.0	$42k		474.00	87.88	View chart
Sprott Asset Management Physical Gold An (CEF)	0.0	$40k		1.0k	40.23	View chart
Las Vegas Sands (LVS)	0.0	$40k		867.00	46.19	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$40k	-25%	165.00	242.15	View chart
Yum! Brands (YUM)	0.0	$39k		247.00	159.62	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.0	$39k		750.00	52.38	View chart
Digitalocean Hldgs (DOCN)	0.0	$39k		245.00	157.03	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.0	$38k		897.00	41.91	View chart
Waste Management (WM)	0.0	$37k		166.00	222.89	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$37k		490.00	75.17	View chart
Hilton Worldwide Holdings (HLT)	0.0	$36k	NEW	108.00	330.81	View chart
Ishares Tr Intl Dev Re Etf (IFGL)	0.0	$36k	-53%	1.6k	22.30	View chart
Oracle Corporation (ORCL)	0.0	$36k	-10%	242.00	146.61	View chart
Xai Floating Rate & Alter In Com Shs Benf Int (XFLT)	0.0	$35k		2.0k	17.55	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$35k		367.00	95.44	View chart
Trane Technologies SHS (TT)	0.0	$34k	+4%	69.00	490.22	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.0	$34k		174.00	193.77	View chart
First Tr Exchange-traded Hlth Care Alph (FXH)	0.0	$34k	NEW	275.00	122.40	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$32k		62.00	522.40	View chart
Freeport Mcmoran CL B (FCX)	0.0	$32k		515.00	62.89	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$32k		520.00	61.23	View chart
Iron Mountain (IRM)	0.0	$32k		250.00	126.31	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$30k		189.00	156.95	View chart
Martin Marietta Materials (MLM)	0.0	$29k	NEW	51.00	573.43	View chart
Themes Etf Tr Leverage Shares (TSMG)	0.0	$29k		567.00	50.97	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$29k		315.00	90.60	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$27k		145.00	188.10	View chart
EQT Corporation (EQT)	0.0	$27k		503.00	53.22	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$26k		206.00	127.51	View chart
Marathon Petroleum Corp (MPC)	0.0	$26k	+5%	101.00	255.27	View chart
Blackrock Health Sciences Trust (BME)	0.0	$26k	NEW	600.00	42.95	View chart
Novo-nordisk A S Adr (NVO)	0.0	$26k	-3%	531.00	47.95	View chart
Key (KEY)	0.0	$25k		1.1k	23.05	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.0	$25k		210.00	118.99	View chart
Woodward Governor Company (WWD)	0.0	$24k		55.00	427.89	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$23k		155.00	147.74	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.0	$22k		274.00	81.51	View chart
Spdr Index Shs Fds St Str Eu 50 Etf (FEZ)	0.0	$22k		325.00	68.68	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 2026 Q2 filed July 21, 2026
Halbert Hargrove Global Advisors 2026 Q1 filed April 17, 2026
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

View all past filings

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