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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, LRGF, NTSX, WAMA, IEFA, and represent 57.67% of Halbert Hargrove Global Advisors's stock portfolio.
Added to shares of these 10 stocks: WAMA (+$9.6M), WIMA (+$9.3M), JPST, LRGF, MINT, SPCX, CRBN, PYLD, VUG, BOND.
Started 12 new stock positions in AVEM, XOM, TRP, ISTB, AVDE, SPSM, MBGL, ARCC, QQQI, BBJP. QVML, PECO.
Reduced shares in these 10 stocks: NTSX (-$32M), IEMG, IWM, SPDW, ABNB, EEM, IVV, SCZ, INTF, AIMS.
Sold out of its positions in AGCO, ADBE, AFRM, APD, BABA, LNT, ALL, ALLY, ALNY, MO.
Halbert Hargrove Global Advisors was a net seller of stock by $-26M.
Halbert Hargrove Global Advisors has $2.3B in assets under management (AUM), dropping by -0.99%.
Central Index Key (CIK): 0001484205

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Portfolio Holdings for Halbert Hargrove Global Advisors

Halbert Hargrove Global Advisors holds 355 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	16.4	$375M		490k	765.85	View chart
Ishares Tr U S Equity Factr (LRGF)	12.5	$285M		3.7M	77.85	View chart
Wisdomtree Tr Us Effic Core Fd (NTSX)	12.3	$282M	-10%	4.8M	58.45	View chart
Wisdomtree Tr U S Adaptive Mvn (WAMA)	8.7	$198M	+5%	7.4M	26.80	View chart
Ishares Tr Core Msci Eafe (IEFA)	7.9	$180M		1.9M	96.88	View chart
Ishares Core Msci Emkt (IEMG)	7.7	$177M		2.2M	81.16	View chart
Wisdomtree Tr Internationl Efi (NTSI)	6.3	$144M		3.1M	45.91	View chart
Ishares Tr Intl Eqty Factor (INTF)	6.1	$141M		3.4M	41.51	View chart
Series Portfolios Tr Acuitas Sml Cap (AIMS)	3.6	$82M		3.0M	27.05	View chart
Wisdomtree Tr Intl Ad Mo Av Fd (WIMA)	3.4	$77M	+13%	1.8M	42.19	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	3.0	$69M	-2%	1.0M	66.79	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	2.3	$54M	-4%	1.1M	50.21	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.3	$30M	-3%	355k	84.42	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.9	$20M	-11%	73k	277.89	View chart
Ishares Tr Micro-cap Etf (IWC)	0.6	$15M	-3%	80k	184.80	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$13M	-2%	186k	70.61	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.4	$10M		30k	344.01	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.3	$7.9M	+3%	311k	25.39	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$6.8M	+15%	68k	100.55	View chart
Apple (AAPL)	0.3	$6.6M	+2%	20k	333.03	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.3	$6.4M	+3%	74k	86.99	View chart
Airbnb Com Cl A (ABNB)	0.3	$6.4M	-24%	40k	160.65	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.3	$6.2M	+3%	134k	46.70	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$6.2M		15k	416.14	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$5.8M	-8%	35k	166.80	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$5.8M	-6%	13k	431.66	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$5.4M		52k	103.89	View chart
Microsoft Corporation (MSFT)	0.2	$4.3M		8.4k	512.88	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$3.8M	+780%	75k	50.37	View chart
Eli Lilly & Co. (LLY)	0.2	$3.5M		3.1k	1157.08	View chart
Intuitive Surgical Com New (ISRG)	0.1	$3.1M	+5%	7.5k	406.63	View chart
Ball Corporation (BALL)	0.1	$2.7M		49k	56.03	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$2.6M		26k	103.05	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$2.6M		7.7k	344.07	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.1	$2.2M		13k	178.51	View chart
Metropcs Communications (TMUS)	0.1	$2.2M		14k	163.08	View chart
Home Depot (HD)	0.1	$2.1M	-11%	7.5k	284.49	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$1.8M	-19%	16k	112.24	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.7M	-8%	2.3k	739.78	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.6M	+2%	4.8k	340.74	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$1.5M	-8%	28k	54.16	View chart
Amazon (AMZN)	0.1	$1.3M	+3%	5.0k	249.15	View chart
Zions Bancorporation (ZION)	0.1	$1.2M		19k	62.65	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$1.1M		6.9k	155.26	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.0	$995k	+33%	11k	90.11	View chart
Tesla Motors (TSLA)	0.0	$930k	+3%	2.6k	354.81	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.0	$910k	-5%	2.4k	374.28	View chart
Unity Software (U)	0.0	$889k		22k	40.93	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.0	$874k		1.1k	762.94	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$848k		14k	59.31	View chart
Snowflake Com Shs (SNOW)	0.0	$764k		2.3k	339.56	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$731k		19k	37.90	View chart
Ishares Tr Low Ca Op Ms Etf (CRBN)	0.0	$710k	+119%	2.8k	256.11	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$685k	+3%	11k	61.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$679k		969.00	701.07	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$665k	-13%	5.3k	125.27	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$660k		1.7k	380.84	View chart
Ishares Tr Msci Gbl Sus Dev (SDG)	0.0	$629k	+3%	7.2k	87.37	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$627k		4.6k	135.53	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$591k		7.6k	78.10	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.0	$518k	+18%	5.5k	94.11	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.0	$490k		7.1k	68.68	View chart
Lowe's Companies (LOW)	0.0	$472k		2.6k	184.29	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$457k	+10344%	3.0k	150.86	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.0	$447k	+41%	1.6k	284.57	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$444k	-18%	4.7k	94.54	View chart
Us Bancorp Com New (USB)	0.0	$438k		7.6k	57.76	View chart
Public Storage (PSA)	0.0	$434k		1.5k	282.84	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.0	$433k	+117%	2.0k	216.08	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$401k		2.4k	166.31	View chart
Wisdomtree Tr Cybersecurity Fd (WCBR)	0.0	$394k		8.6k	45.77	View chart
JPMorgan Chase & Co. (JPM)	0.0	$391k		1.2k	330.82	View chart
Direxion Shares Etf Trust Da Te Bu 3x Etf (TECL)	0.0	$388k		1.7k	232.80	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$342k	-4%	3.1k	108.85	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.0	$336k		4.9k	68.52	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$305k	-3%	4.2k	72.64	View chart
Wisdomtree Tr Arti Int Inn Fd (WTAI)	0.0	$302k		6.9k	43.69	View chart
Wal-Mart Stores (WMT)	0.0	$278k	-41%	2.7k	103.91	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$277k	-8%	1.7k	167.02	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$276k		3.2k	84.96	View chart
Abbvie (ABBV)	0.0	$275k		1.1k	261.59	View chart
Direxion Shares Etf Trust Da Bi Bu 3x Etf (LABU)	0.0	$266k		1.0k	265.79	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$266k		12k	21.95	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.0	$264k		5.1k	51.41	View chart
Wisdomtree Tr Emer Mark Eff Fd (NTSE)	0.0	$261k		5.7k	45.95	View chart
Texas Instruments Incorporated (TXN)	0.0	$238k		849.00	280.09	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$237k		2.4k	97.24	View chart
Visa Com Cl A (V)	0.0	$236k	-2%	657.00	359.33	View chart
Wisdomtree Tr Cloud Computng (WCLD)	0.0	$232k		5.7k	40.61	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$223k		1.0k	222.28	View chart
Direxion Shares Etf Trust Dai Sem Bul Etf (SOXL)	0.0	$222k		1.5k	147.87	View chart
3M Company (MMM)	0.0	$213k		1.3k	164.15	View chart
Meta Platforms Cl A (META)	0.0	$210k	-8%	289.00	725.18	View chart
Boeing Company (BA)	0.0	$200k		1.1k	186.05	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$199k	-28%	1.0k	195.75	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$197k		2.4k	81.07	View chart
Amplify Etf Tr Block Techn Etf (BLOK)	0.0	$194k		3.2k	61.24	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$194k		3.7k	51.99	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$190k		1.2k	155.16	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$187k		1.6k	116.95	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.0	$183k		791.00	230.92	View chart
Calamos Conv Opportunities & Sh Ben Int (CHI)	0.0	$179k	-5%	16k	11.43	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$170k		5.1k	33.31	View chart
Ark Etf Tr Bloc Fin Inn Etf (ARKF)	0.0	$168k		3.7k	45.53	View chart
Bank of America Corporation (BAC)	0.0	$163k	-3%	3.0k	54.43	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$161k		2.1k	78.30	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.0	$160k	-4%	1.6k	97.26	View chart
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)	0.0	$160k		7.8k	20.39	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.0	$160k		2.0k	78.32	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$155k		4.3k	35.93	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.0	$150k		427.00	351.85	View chart
Advanced Micro Devices (AMD)	0.0	$149k	-4%	244.00	611.76	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$147k		3.5k	42.19	View chart
Hancock John Pfd Income Sh Ben Int (HPI)	0.0	$147k	-19%	11k	14.00	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$146k	NEW	1.6k	90.11	View chart
Broadcom (AVGO)	0.0	$145k	+10%	414.00	351.09	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$144k	-20%	289.00	497.95	View chart
International Business Machines (IBM)	0.0	$138k		628.00	219.93	View chart
Morgan Stanley Com New (MS)	0.0	$132k		699.00	188.08	View chart
Coca-Cola Company (KO)	0.0	$131k	-2%	1.5k	86.09	View chart
Chevron Corporation (CVX)	0.0	$131k		641.00	204.37	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$130k		1.0k	125.64	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$130k		14k	9.41	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$130k		4.3k	30.00	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$129k		3.5k	36.66	View chart
NVIDIA Corporation (NVDA)	0.0	$126k	+12%	554.00	228.23	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.0	$123k		1.1k	111.97	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.0	$122k	NEW	750.00	162.75	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	0.0	$120k		356.00	337.49	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$120k		4.1k	29.31	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$115k	-10%	1.6k	71.93	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$114k	-10%	249.00	456.53	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$112k		1.3k	89.60	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.0	$110k		749.00	146.42	View chart
Peak (DOC)	0.0	$109k		5.5k	19.97	View chart
Simon Property (SPG)	0.0	$105k		521.00	200.76	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$105k		1.3k	82.97	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.0	$104k	-38%	1.3k	78.45	View chart
Abbott Laboratories (ABT)	0.0	$101k		1.0k	98.83	View chart
Wisdomtree Tr Europ Defen Fd (WDEF)	0.0	$99k		3.5k	27.96	View chart
S&p Global (SPGI)	0.0	$99k		250.00	394.47	View chart
Global X Fds S&p 500 Covered (XYLD)	0.0	$98k	+30%	2.4k	41.52	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$96k		1.7k	55.31	View chart
Western Digital (WDC)	0.0	$95k	-2%	209.00	454.46	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$94k	-6%	688.00	136.03	View chart
McDonald's Corporation (MCD)	0.0	$92k		400.00	230.94	View chart
Pimco Dynamic Income Strateg Com Shs Ben Int (PDX)	0.0	$91k		4.5k	20.30	View chart
Tidal Trust Ii Yield Ultra Etf (ULTY)	0.0	$90k	+82%	3.6k	25.29	View chart
Costco Wholesale Corporation (COST)	0.0	$89k	-2%	98.00	909.69	View chart
Direxion Shares Etf Trust Dly Amd Bull 2x (AMUU)	0.0	$88k		314.00	280.24	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$87k	+4%	1.8k	49.55	View chart
Seabridge Gold (SA)	0.0	$85k		3.0k	28.34	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.0	$82k		885.00	92.65	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$82k	-10%	134.00	610.76	View chart
Ge Aerospace Com New (GE)	0.0	$81k	-5%	258.00	311.84	View chart
Global X Fds Genomics And Bio (GNOM)	0.0	$77k		1.1k	70.48	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.0	$77k	-27%	348.00	221.00	View chart
Enterprise Products Partners (EPD)	0.0	$77k	-8%	2.2k	35.61	View chart
Deere & Company (DE)	0.0	$77k	-3%	114.00	671.55	View chart
Proshares Tr S&p Tech Dividen (TDV)	0.0	$76k		769.00	99.38	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$76k		852.00	89.48	View chart
Phillips Edison & Co Common Stock (PECO)	0.0	$76k	NEW	2.0k	37.34	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$75k		2.4k	31.27	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$75k	-16%	41.00	1816.02	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$74k	-4%	1.1k	66.76	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$73k		736.00	99.08	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$72k	-14%	2.2k	32.52	View chart
Sprott Asset Management Physical Silver (PSLV)	0.0	$72k		3.7k	19.37	View chart
Honeywell International (HON)	0.0	$69k		329.00	210.94	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$69k		871.00	79.18	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$68k		2.5k	27.47	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$67k	-18%	854.00	78.29	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.0	$66k		1.3k	51.76	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$66k		848.00	78.04	View chart
Hartford Financial Services (HIG)	0.0	$65k		533.00	122.36	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.0	$63k		400.00	157.68	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$63k		955.00	65.86	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$62k		300.00	208.02	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$61k		1.0k	61.26	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$61k		419.00	145.04	View chart
Caterpillar (CAT)	0.0	$60k	-3%	74.00	815.22	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$59k		11k	5.63	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$59k		1.1k	54.10	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.0	$58k	-34%	518.00	112.82	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$58k		183.00	317.81	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$58k	-5%	8.5k	6.82	View chart
Ge Vernova (GEV)	0.0	$56k	-9%	59.00	951.15	View chart
Lam Research Corp Com New (LRCX)	0.0	$54k	-6%	163.00	328.71	View chart
Aberdeen Income Cred Strat (ACP)	0.0	$53k	-14%	12k	4.45	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$51k		678.00	75.39	View chart
Honeywell Aerospace (HONA)	0.0	$51k		329.00	154.97	View chart
Clorox Company (CLX)	0.0	$51k		628.00	81.01	View chart
At&t (T)	0.0	$49k	-2%	2.0k	24.40	View chart
Alaska Air (ALK)	0.0	$49k		1.3k	38.70	View chart
Direxion Shares Etf Trust Da 500 Bu 3x Etf (SPXL)	0.0	$47k		167.00	280.46	View chart
Blackrock Health Sciences Trust (BME)	0.0	$46k	+75%	1.1k	44.13	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.0	$46k		1.0k	45.80	View chart
New Jersey Resources Corporation (NJR)	0.0	$46k		900.00	50.60	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.0	$43k		474.00	89.76	View chart
Sprott Asset Management Physical Gold An (CEF)	0.0	$42k		1.0k	41.54	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$41k	+524%	156.00	264.75	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$41k		165.00	247.65	View chart
Union Pacific Corporation (UNP)	0.0	$41k	-8%	150.00	272.13	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.0	$39k		750.00	51.90	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.0	$39k		897.00	43.32	View chart
Nextera Energy (NEE)	0.0	$39k	-4%	510.00	75.74	View chart
Xai Floating Rate & Alter In Com Shs Benf Int (XFLT)	0.0	$38k		2.0k	19.22	View chart
Marathon Petroleum Corp (MPC)	0.0	$38k	-4%	96.00	395.43	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$36k	+4%	383.00	94.99	View chart
American Electric Power Company (AEP)	0.0	$36k	+1775%	300.00	118.64	View chart
Freeport Mcmoran CL B (FCX)	0.0	$36k		508.00	70.06	View chart
Tc Energy Corp (TRP)	0.0	$35k	NEW	600.00	57.78	View chart
Waste Management (WM)	0.0	$34k		166.00	203.92	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$34k		315.00	106.48	View chart
Yum! Brands (YUM)	0.0	$34k		246.00	136.20	View chart
Ishares Tr Intl Dev Re Etf (IFGL)	0.0	$33k		1.6k	20.72	View chart
Las Vegas Sands (LVS)	0.0	$33k		867.00	37.81	View chart
Digitalocean Hldgs (DOCN)	0.0	$33k		245.00	133.39	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$32k		62.00	508.56	View chart
Applied Materials (AMAT)	0.0	$31k	-7%	61.00	511.39	View chart
Oracle Corporation (ORCL)	0.0	$31k	-7%	224.00	137.30	View chart
Trane Technologies SHS (TT)	0.0	$30k	-4%	66.00	453.27	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$30k		189.00	157.85	View chart
Mastercard Incorporated Cl A (MA)	0.0	$30k	-61%	54.00	551.48	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$28k		145.00	193.75	View chart
Cisco Systems (CSCO)	0.0	$28k	+142%	257.00	107.63	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.0	$26k		210.00	123.08	View chart
BP Sponsored Adr (BP)	0.0	$25k	-2%	568.00	43.99	View chart
Themes Etf Tr Leverage Shares (TSMG)	0.0	$25k		567.00	43.70	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$25k	+33%	400.00	61.50	View chart
EQT Corporation (EQT)	0.0	$24k		500.00	48.56	View chart
BlackRock Enhanced Capital and Income (CII)	0.0	$24k	+17%	1.0k	24.00	View chart
Palo Alto Networks (PANW)	0.0	$24k	+757%	60.00	397.32	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.0	$23k	-91%	475.00	48.85	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.0	$23k		274.00	83.40	View chart
Amphenol Corp Cl A (APH)	0.0	$23k	+694%	270.00	84.30	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$22k		258.00	85.48	View chart
Key (KEY)	0.0	$22k		1.1k	20.07	View chart
Thermo Fisher Scientific (TMO)	0.0	$22k	-5%	32.00	675.06	View chart
salesforce (CRM)	0.0	$21k	-4%	93.00	229.91	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$21k		155.00	137.72	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$21k		225.00	94.04	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	0.0	$21k		232.00	90.06	View chart
Iron Mountain (IRM)	0.0	$21k	-26%	185.00	110.95	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$20k		572.00	34.02	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$19k		325.00	57.82	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$18k		50.00	364.68	View chart
Global X Fds Fintech Etf (FINX)	0.0	$18k		750.00	24.26	View chart
Novo-nordisk A S Adr (NVO)	0.0	$18k	-12%	465.00	37.88	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$17k		75.00	228.28	View chart
Marvell Technology (MRVL)	0.0	$17k	+433%	64.00	264.22	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.0	$17k	NEW	300.00	55.55	View chart
Woodward Governor Company (WWD)	0.0	$17k	-9%	50.00	330.68	View chart
Pitney Bowes (PBI)	0.0	$16k		1.0k	16.32	View chart
Agnico (AEM)	0.0	$16k		87.00	183.28	View chart
Vanguard World Mrngstr Val Etf (MGV)	0.0	$16k		97.00	161.09	View chart
Shell Spon Ads (SHEL)	0.0	$15k	-15%	162.00	94.84	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$15k	-87%	89.00	168.43	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$15k		127.00	117.77	View chart
Warner Bros Discovery Com Ser A	0.0	$15k	-5%	483.00	30.95	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.0	$15k		175.00	84.65	View chart
Raytheon Technologies Corp (RTX)	0.0	$14k	-12%	73.00	186.82	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$13k		46.00	288.46	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$13k	-20%	56.00	231.64	View chart
Loews Corporation (L)	0.0	$13k		122.00	104.43	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	0.0	$12k	-3%	359.00	34.29	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.0	$12k		254.00	45.13	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.0	$11k		118.00	94.90	View chart
Corteva (CTVA)	0.0	$11k	-7%	141.00	77.65	View chart
Rocket Cos Com Cl A (RKT)	0.0	$11k		923.00	11.51	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$10k		73.00	141.71	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$9.6k	-8%	86.00	112.09	View chart
Ares Capital Corporation (ARCC)	0.0	$9.6k	NEW	500.00	19.10	View chart
Banco Santander Sa Adr (SAN)	0.0	$9.4k	-28%	676.00	13.83	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.0	$9.3k		252.00	37.03	View chart
UnitedHealth (UNH)	0.0	$9.2k	-26%	25.00	367.08	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$9.1k	-94%	70.00	129.44	View chart
Netflix (NFLX)	0.0	$9.0k	-25%	130.00	69.58	View chart
American Financial (AFG)	0.0	$8.9k		65.00	136.60	View chart
Qnity Electronics Common Stock (Q)	0.0	$8.8k		70.00	125.74	View chart
American Express Company (AXP)	0.0	$8.5k		28.00	304.11	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.0	$8.3k		209.00	39.85	View chart
Spdr Series Trust St Str P500val (SPYV)	0.0	$8.3k		136.00	61.13	View chart
Booking Holdings (BKNG)	0.0	$8.1k	-13%	50.00	162.92	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$7.9k		66.00	119.83	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$7.7k		92.00	84.09	View chart
TJX Companies (TJX)	0.0	$7.7k	-20%	58.00	132.31	View chart
Qualcomm (QCOM)	0.0	$7.5k	-19%	41.00	184.05	View chart
Ing Groep Sponsored Adr (ING)	0.0	$7.4k	-17%	209.00	35.50	View chart
Intuit (INTU)	0.0	$7.2k	-3%	26.00	276.73	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$7.2k	-11%	182.00	39.30	View chart
Gilead Sciences (GILD)	0.0	$7.0k	-26%	47.00	149.06	View chart
Xpo Logistics Inc equity (XPO)	0.0	$6.7k	-51%	38.00	176.00	View chart
American Water Works (AWK)	0.0	$6.7k		51.00	130.73	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.0	$6.5k		67.00	97.46	View chart
Carrier Global Corporation (CARR)	0.0	$6.4k	-4%	116.00	54.86	View chart
Dupont De Nemours Common Stock (DD)	0.0	$6.1k		47.00	129.89	View chart
CSX Corporation (CSX)	0.0	$5.7k	-88%	123.00	46.51	View chart
Totalenergies Se Act (TTE)	0.0	$5.4k	-29%	63.00	85.51	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$5.3k		18.00	296.22	View chart
Merck & Co (MRK)	0.0	$5.1k	-31%	35.00	145.31	View chart
Ishares Tr Global Mater Etf (MXI)	0.0	$4.9k		46.00	107.00	View chart
Ingersoll Rand (IR)	0.0	$4.8k	-4%	64.00	75.12	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$4.8k	-7%	26.00	183.38	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$4.8k		24.00	198.00	View chart
Eaton Corp SHS (ETN)	0.0	$4.7k	-21%	11.00	429.73	View chart
Paccar (PCAR)	0.0	$4.7k	-2%	43.00	109.81	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.0	$4.6k		50.00	91.78	View chart
Lockheed Martin Corporation (LMT)	0.0	$4.6k	-10%	9.00	509.33	View chart
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW)	0.0	$4.3k		79.00	54.90	View chart
Mobility Global Com Shs (MBGL)	0.0	$4.3k	NEW	250.00	17.15	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$4.1k		37.00	110.30	View chart
Honda Motor Adr Ech Cnv In 3 (HMC)	0.0	$3.9k	-7%	123.00	31.60	View chart
Dow (DOW)	0.0	$3.9k	-9%	141.00	27.55	View chart
Stryker Corporation (SYK)	0.0	$3.6k	-7%	13.00	275.46	View chart
Danaher Corporation (DHR)	0.0	$3.5k	-5%	16.00	221.56	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$3.5k		101.00	35.00	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.0	$3.5k		71.00	48.94	View chart
Paychex (PAYX)	0.0	$3.0k	-11%	30.00	98.50	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$2.9k		8.00	360.25	View chart
Spdr Index Shs Fds St Str Msci Eafe (QEFA)	0.0	$2.8k		29.00	98.00	View chart
ConocoPhillips (COP)	0.0	$2.8k	-31%	22.00	125.18	View chart
Bj's Wholesale Club Holdings (BJ)	0.0	$2.1k	-4%	23.00	92.00	View chart
Defi Technologies (DEFT)	0.0	$1.9k		3.8k	0.49	View chart
Edwards Lifesciences (EW)	0.0	$1.8k	-19%	21.00	86.33	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.0	$1.8k	+8%	13.00	137.62	View chart
Ishares Tr Lifepath Tgt2035 (ITDC)	0.0	$1.6k	-18%	43.00	36.37	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$1.5k	NEW	16.00	94.06	View chart
Kyndryl Hldgs Common Stock (KD)	0.0	$1.4k		125.00	11.26	View chart
Siriuspoint (SPNT)	0.0	$1.4k	-83%	56.00	24.25	View chart
Quanta Services (PWR)	0.0	$1.3k	-92%	2.00	643.00	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	0.0	$1.2k		61.00	20.18	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.0	$1.0k		18.00	56.33	View chart
Gartner (IT)	0.0	$933.000000		5.00	186.60	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.0	$896.000000		10.00	89.60	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$803.999700	NEW	17.00	47.29	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.0	$624.000000	-11%	8.00	78.00	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$329.000000		7.00	47.00	View chart
J P Morgan Exchange Traded F Bet Usd Hig Etf (BBHY)	0.0	$222.000000	+150%	5.00	44.40	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$210.999900		3.00	70.33	View chart
J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK)	0.0	$211.000000		2.00	105.50	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.0	$191.000000		2.00	95.50	View chart
Ishares Msci Cda Etf (EWC)	0.0	$176.000100		3.00	58.67	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.0	$168.000000		2.00	84.00	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.0	$157.000000	NEW	2.00	78.50	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$147.999900	+50%	3.00	49.33	View chart
Spdr Series Trust St Str Corpo Etf (SPBO)	0.0	$138.000000		5.00	27.60	View chart
Invesco Exch Traded Fd Tr Ii 500 Qvm Multi (QVML)	0.0	$135.999900	NEW	3.00	45.33	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.0	$110.000000	+33%	4.00	27.50	View chart
Spdr Series Trust St Str Backe Etf (SPMB)	0.0	$63.999900		3.00	21.33	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.0	$53.000000	NEW	1.00	53.00	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$43.000000		1.00	43.00	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.0	$0		0	0.00	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.0	$0		0	0.00	View chart
Howmet Aerospace (HWM)	0.0	$0		0	0.00	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 2026 Q3 filed Oct. 16, 2026
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

View all past filings

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