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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, IEFA, Wisdomtree Tr, and represent 57.22% of Halbert Hargrove Global Advisors's stock portfolio.
Added to shares of these 10 stocks: Wisdomtree Tr (+$167M), Series Portfolios Tr (+$72M), Wisdomtree Tr (+$60M), LRGF, IVV, AMZN, IEFA, ISRG, TECL, INTF.
Started 23 new stock positions in SPSM, Wisdomtree Tr, XFLT, VLUE, XLE, FMAT, FDIS, FENI, PM, TECL. MDY, QQQM, SPYV, FDLO, PG, Wisdomtree Tr, IAGG, Series Portfolios Tr, SPHQ, XYLD, LABU, FHLC, USMV.
Reduced shares in these 10 stocks: IWB (-$162M), IWM (-$70M), EFA (-$37M), SPDW (-$20M), VTWO, EEM, NTSX, IWV, VONE, IEMG.
Sold out of its positions in OWL, CBRE, DIS, FSK, ILCV, JPST, KMB, MDRR, MTA, FLRT. REFR, VGSH, WFC, Xai Octagon Floatng Rate Alt, LYB.
Halbert Hargrove Global Advisors was a net buyer of stock by $7.4M.
Halbert Hargrove Global Advisors has $2.1B in assets under management (AUM), dropping by -1.60%.
Central Index Key (CIK): 0001484205

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Portfolio Holdings for Halbert Hargrove Global Advisors

Halbert Hargrove Global Advisors holds 361 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	15.8	$328M		502k	653.21	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	13.6	$283M		5.4M	52.15	View chart
Ishares Tr U S Equity Factr (LRGF)	11.5	$239M		3.6M	66.00	View chart
Ishares Tr Core Msci Eafe (IEFA)	8.1	$168M		1.9M	90.53	View chart
Wisdomtree Tr U S Adaptive Mvn	8.1	$167M	NEW	7.0M	24.06	View chart
Ishares Core Msci Emkt (IEMG)	7.6	$158M		2.3M	69.75	View chart
Wisdomtree Tr Internationl Efi (NTSI)	6.6	$137M		3.1M	44.01	View chart
Ishares Tr Intl Eqty Factor (INTF)	6.3	$130M		3.3M	38.96	View chart
Series Portfolios Tr Acuitas Sml Cap	3.5	$72M	NEW	3.0M	23.69	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	3.0	$62M	-2%	1.1M	56.79	View chart
Wisdomtree Tr Intl Adaptive Mo	2.9	$60M	NEW	1.5M	39.11	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	2.5	$53M	-27%	1.2M	45.65	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.4	$29M	-2%	375k	78.41	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.0	$21M	-76%	86k	248.00	View chart
Ishares Tr Micro-cap Etf (IWC)	0.7	$14M	-2%	85k	159.61	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$13M	-3%	195k	64.08	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.4	$9.1M	-6%	31k	295.12	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.4	$7.8M	-4%	298k	26.20	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$6.8M	-95%	19k	356.57	View chart
Airbnb Com Cl A (ABNB)	0.3	$6.7M		53k	126.28	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.3	$6.6M	-5%	72k	92.28	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.3	$6.1M	-3%	128k	47.82	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$5.7M	-13%	16k	370.68	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$5.7M		40k	141.42	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$5.4M	-87%	55k	97.13	View chart
Apple (AAPL)	0.2	$4.9M	-10%	19k	253.80	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$4.6M	-9%	45k	100.57	View chart
Intuitive Surgical Com New (ISRG)	0.2	$4.2M	+16%	9.1k	460.99	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$3.9M	-2%	14k	287.56	View chart
Metropcs Communications (TMUS)	0.2	$3.3M		16k	210.03	View chart
Microsoft Corporation (MSFT)	0.2	$3.2M	-5%	8.7k	370.18	View chart
Eli Lilly & Co. (LLY)	0.2	$3.2M		3.4k	919.77	View chart
Home Depot (HD)	0.1	$2.9M		8.8k	328.89	View chart
Ball Corporation (BALL)	0.1	$2.9M		49k	59.11	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$2.4M		25k	95.62	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.1	$2.1M		14k	155.07	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$2.1M	-42%	21k	100.17	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.5M	-2%	2.5k	577.29	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$1.4M	-2%	32k	45.47	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.4M		4.7k	286.86	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$1.3M	-3%	35k	35.94	View chart
Zions Bancorporation (ZION)	0.1	$1.1M		19k	57.62	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$1.0M		7.0k	145.78	View chart
Amazon (AMZN)	0.0	$991k	+1655%	4.8k	208.27	View chart
Tesla Motors (TSLA)	0.0	$975k		2.6k	371.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$844k	+3%	2.6k	320.84	View chart
Unity Software (U)	0.0	$799k	-9%	36k	21.94	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$785k		15k	54.05	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$705k		12k	59.19	View chart
Snowflake Com Shs (SNOW)	0.0	$671k	+97%	4.5k	150.82	View chart
Lowe's Companies (LOW)	0.0	$605k		2.6k	236.28	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.0	$598k	-11%	920.00	650.02	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$590k		1.4k	426.44	View chart
Ishares Tr Msci Gbl Sus Dev (SDG)	0.0	$583k		6.9k	83.96	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$562k	-2%	5.0k	112.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$537k	-12%	898.00	597.88	View chart
Wal-Mart Stores (WMT)	0.0	$522k	+8%	4.2k	124.28	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$513k	-6%	1.2k	436.96	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$464k		4.7k	99.27	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.0	$450k		4.7k	95.83	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$427k	-9%	6.6k	64.35	View chart
Public Storage (PSA)	0.0	$415k		1.5k	270.88	View chart
Us Bancorp Com New (USB)	0.0	$394k		7.6k	52.01	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.0	$381k	+2%	7.1k	53.43	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$356k		3.3k	108.98	View chart
JPMorgan Chase & Co. (JPM)	0.0	$348k		1.2k	294.15	View chart
Direxion Shares Etf Trust Daily Technology (TECL)	0.0	$346k	NEW	4.0k	86.55	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$344k		2.4k	142.45	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$297k		1.1k	262.02	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$293k		1.8k	161.72	View chart
Ishares Tr Low Carbon Optim (CRBN)	0.0	$282k	-12%	1.3k	222.75	View chart
Wisdomtree Tr Emerging Markets (NTSE)	0.0	$261k		6.6k	39.75	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$256k		4.3k	59.03	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$250k	-50%	3.2k	77.11	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$229k	-5%	3.2k	71.73	View chart
Abbvie (ABBV)	0.0	$228k		1.1k	217.49	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$222k		2.5k	87.84	View chart
Calamos Conv Opportunities & Sh Ben Int (CHI)	0.0	$215k		20k	10.74	View chart
Wisdomtree Tr Cybersecurity Fd (WCBR)	0.0	$215k	+3%	8.6k	24.94	View chart
Boeing Company (BA)	0.0	$215k	+7%	1.1k	199.03	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$214k		9.2k	23.14	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.0	$210k		5.1k	40.81	View chart
Hancock John Pfd Income Sh Ben Int (HPI)	0.0	$208k		13k	15.69	View chart
Visa Com Cl A (V)	0.0	$203k	-5%	671.00	302.24	View chart
Wisdomtree Tr Artificial Intel (WTAI)	0.0	$195k	+3%	6.9k	28.23	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$192k	+2%	1.0k	191.84	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$189k		870.00	217.15	View chart
3M Company (MMM)	0.0	$189k		1.3k	145.23	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$182k		1.2k	148.06	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$181k		922.00	196.20	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$176k	-15%	3.7k	47.03	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$171k		1.8k	95.46	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$171k		356.00	479.44	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$170k		2.1k	82.74	View chart
Direxion Shares Etf Trust Daily S&p Biotec (LABU)	0.0	$166k	NEW	1.0k	166.09	View chart
Meta Platforms Cl A (META)	0.0	$165k		289.00	572.13	View chart
Texas Instruments Incorporated (TXN)	0.0	$165k		849.00	194.14	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$162k		5.3k	30.50	View chart
Amplify Etf Tr Blockchain Techn (BLOK)	0.0	$158k		3.2k	49.81	View chart
Wisdomtree Tr Cloud Computng (WCLD)	0.0	$156k	+6%	5.7k	27.32	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$153k	-8%	1.7k	88.48	View chart
International Business Machines (IBM)	0.0	$152k		628.00	242.39	View chart
Honeywell International (HON)	0.0	$149k	-22%	659.00	226.03	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$148k	-7%	3.5k	42.56	View chart
Bank of America Corporation (BAC)	0.0	$146k		3.0k	48.75	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$142k		5.7k	25.10	View chart
Chevron Corporation (CVX)	0.0	$142k	+50%	686.00	207.05	View chart
Ark Etf Tr Blockchain & Fin (ARKF)	0.0	$140k		3.7k	38.01	View chart
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)	0.0	$134k		7.8k	17.12	View chart
Exxon Mobil Corporation (XOM)	0.0	$134k	-4%	788.00	169.66	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$130k	-2%	4.5k	29.13	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$128k		427.00	298.85	View chart
McDonald's Corporation (MCD)	0.0	$124k	-10%	400.00	310.79	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$121k	+7%	1.8k	67.53	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.0	$120k		1.1k	109.22	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$117k	+6%	14k	8.66	View chart
Procter & Gamble Company (PG)	0.0	$117k	NEW	807.00	144.44	View chart
Coca-Cola Company (KO)	0.0	$116k		1.5k	76.06	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$115k	-11%	401.00	287.44	View chart
Morgan Stanley Com New (MS)	0.0	$115k		699.00	164.57	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$114k	+3%	1.3k	88.67	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$111k		4.3k	25.64	View chart
Costco Wholesale Corporation (COST)	0.0	$111k		111.00	995.80	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$110k		3.5k	31.33	View chart
Wisdomtree Tr Europe Defense F (WDEF)	0.0	$110k	+12%	3.5k	30.94	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$109k		749.00	145.88	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$108k		358.00	301.94	View chart
S&p Global (SPGI)	0.0	$106k		250.00	425.34	View chart
Abbott Laboratories (ABT)	0.0	$105k		1.0k	102.67	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$104k		242.00	430.29	View chart
Broadcom (AVGO)	0.0	$102k	-8%	331.00	309.40	View chart
Pimco Dynamic Income Strateg Com Shs Ben Int (PDX)	0.0	$99k		4.5k	22.06	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$98k		13k	7.54	View chart
Simon Property (SPG)	0.0	$97k		521.00	186.53	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$95k	-32%	764.00	124.30	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.0	$95k		2.0k	46.53	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$95k		1.3k	75.10	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$93k		274.00	338.18	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$91k	-5%	130.00	696.46	View chart
Sprott Asset Management Physical Silver (PSLV)	0.0	$90k		3.7k	24.39	View chart
Peak (DOC)	0.0	$90k		5.5k	16.43	View chart
Clorox Company (CLX)	0.0	$88k		848.00	103.63	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$88k		1.8k	49.69	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$86k		1.3k	68.28	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$85k		2.4k	35.44	View chart
Seabridge Gold (SA)	0.0	$85k		3.0k	28.34	View chart
Aberdeen Income Cred Strat (ACP)	0.0	$84k		16k	5.10	View chart
Enterprise Products Partners (EPD)	0.0	$81k		2.2k	37.84	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$80k		1.6k	49.79	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$80k		2.6k	30.67	View chart
Ishares Tr Intl Dev Re Etf (IFGL)	0.0	$76k		3.4k	22.36	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$75k		564.00	132.90	View chart
Ge Aerospace Com New (GE)	0.0	$73k	-2%	258.00	283.57	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$73k	-34%	1.2k	62.56	View chart
Hartford Financial Services (HIG)	0.0	$72k		533.00	135.23	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$71k		852.00	83.61	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$71k	+77100%	772.00	91.59	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$67k		1.7k	38.42	View chart
Proshares Tr S&p Tech Dividen (TDV)	0.0	$65k		769.00	84.71	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$65k		177.00	367.44	View chart
Deere & Company (DE)	0.0	$64k		114.00	563.31	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$62k		498.00	125.13	View chart
Mastercard Incorporated Cl A (MA)	0.0	$62k		124.00	501.47	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$61k	+23%	2.5k	24.75	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.0	$60k		1.3k	46.91	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$60k		45.00	1323.71	View chart
Alliance Resource Partners L Ut Ltd Part (ARLP)	0.0	$58k	+5%	2.1k	27.65	View chart
At&t (T)	0.0	$58k		2.0k	28.99	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$58k		736.00	78.66	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$58k		545.00	106.01	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$58k		300.00	191.92	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$57k		149.00	384.40	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$56k	+21%	750.00	74.40	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$56k		1.0k	55.52	View chart
Ge Vernova (GEV)	0.0	$54k	-4%	62.00	876.60	View chart
Caterpillar (CAT)	0.0	$53k		74.00	712.32	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$51k		514.00	99.97	View chart
Spdr Series Trust State Street Spd (XBI)	0.0	$51k		400.00	127.73	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$51k		10k	5.03	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$50k	+41%	1.2k	41.68	View chart
Advanced Micro Devices (AMD)	0.0	$50k		244.00	203.43	View chart
New Jersey Resources Corporation (NJR)	0.0	$49k		900.00	54.92	View chart
Global X Fds S&p 500 Covered (XYLD)	0.0	$49k	NEW	1.3k	39.13	View chart
Global X Fds Genomics And Bio (GNOM)	0.0	$48k		1.1k	43.74	View chart
Sprott Asset Management Physical Gold An (CEF)	0.0	$48k		1.0k	47.72	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$48k		678.00	70.18	View chart
Nextera Energy (NEE)	0.0	$47k		510.00	92.88	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$47k	-25%	221.00	213.49	View chart
Las Vegas Sands (LVS)	0.0	$47k		867.00	53.88	View chart
Alaska Air (ALK)	0.0	$46k		1.3k	36.78	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$44k	+13%	183.00	240.34	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$43k		955.00	45.26	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$43k		750.00	56.68	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.0	$40k		1.0k	40.14	View chart
Oracle Corporation (ORCL)	0.0	$40k	-4%	270.00	147.11	View chart
Nuveen Cr Strategies Income Com Shs (JQC)	0.0	$39k		8.0k	4.87	View chart
Union Pacific Corporation (UNP)	0.0	$38k		158.00	242.62	View chart
Yum! Brands (YUM)	0.0	$38k		246.00	155.33	View chart
Waste Management (WM)	0.0	$38k		166.00	229.80	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$36k		474.00	76.54	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$36k		460.00	78.83	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.0	$36k	-18%	750.00	48.15	View chart
Lam Research Corp Com New (LRCX)	0.0	$35k		163.00	213.79	View chart
Direxion Shares Etf Trust Daily S&p 500 Bu (SPXL)	0.0	$35k	+54%	187.00	184.72	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$34k		490.00	70.27	View chart
Xai Octagn Flt Rat & Alt Inm Com Shs Benf Int (XFLT)	0.0	$34k	NEW	2.0k	17.18	View chart
Direxion Shares Etf Trust Dly Nvda Bull 2x (NVDU)	0.0	$33k	+8%	345.00	96.27	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.0	$33k		897.00	36.27	View chart
EQT Corporation (EQT)	0.0	$32k		500.00	63.64	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$32k		367.00	86.64	View chart
Freeport Mcmoran CL B (FCX)	0.0	$30k		508.00	58.83	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$29k		200.00	146.61	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$29k		62.00	463.19	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$28k		520.00	54.55	View chart
Trane Technologies SHS (TT)	0.0	$28k		66.00	417.92	View chart
Direxion Shares Etf Trust Daily Semiconduc (SOXL)	0.0	$27k	+32%	563.00	47.93	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.0	$27k		174.00	154.14	View chart
BP Sponsored Adr (BP)	0.0	$27k		568.00	47.00	View chart
Direxion Shares Etf Trust Dly Amd Bull 2x (AMUU)	0.0	$26k		618.00	42.62	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$26k		189.00	138.32	View chart
Iron Mountain (IRM)	0.0	$26k		250.00	102.14	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$25k		315.00	80.05	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$25k		429.00	57.61	View chart
Pepsi (PEP)	0.0	$24k	-83%	157.00	155.29	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$24k		206.00	117.66	View chart
NVIDIA Corporation (NVDA)	0.0	$24k	-26%	137.00	173.95	View chart
Marathon Petroleum Corp (MPC)	0.0	$23k		96.00	244.19	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$23k		65.00	359.03	View chart
Xpo Logistics Inc equity (XPO)	0.0	$23k		119.00	194.55	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$23k		145.00	155.11	View chart
Key (KEY)	0.0	$22k		1.1k	20.05	View chart
Digitalocean Hldgs (DOCN)	0.0	$21k		245.00	85.78	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$21k		492.00	42.54	View chart
Applied Materials (AMAT)	0.0	$21k		61.00	341.80	View chart
Spdr Series Trust State Street Spd (SPYG)	0.0	$21k	+1212%	210.00	97.91	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$21k		155.00	132.50	View chart
Spdr Index Shs Fds State Street Spd (FEZ)	0.0	$20k		325.00	62.08	View chart
Novo-nordisk A S Adr (NVO)	0.0	$20k		549.00	36.73	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$20k		651.00	30.96	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.0	$20k		274.00	72.73	View chart
Woodward Governor Company (WWD)	0.0	$20k		55.00	359.98	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$19k		325.00	57.64	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	0.0	$18k		232.00	76.30	View chart
Agnico (AEM)	0.0	$18k		87.00	202.99	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$18k		43.00	407.70	View chart
salesforce (CRM)	0.0	$17k	-11%	93.00	186.96	View chart
Global X Fds Fintech Etf (FINX)	0.0	$17k		750.00	23.10	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$17k	-46%	148.00	114.99	View chart
Philip Morris International (PM)	0.0	$17k	NEW	100.00	165.34	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$17k		113.00	145.74	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$16k		75.00	211.16	View chart
Thermo Fisher Scientific (TMO)	0.0	$16k		32.00	491.53	View chart
Themes Etf Tr Leverage Shares (TSMG)	0.0	$16k		567.00	27.61	View chart
Shell Spon Ads (SHEL)	0.0	$15k		162.00	92.79	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$15k		73.00	205.81	View chart
Raytheon Technologies Corp (RTX)	0.0	$14k		73.00	194.11	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$14k		97.00	144.96	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$14k		127.00	110.47	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$13k		483.00	27.46	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.0	$13k	-97%	175.00	75.45	View chart
Rocket Cos Com Cl A (RKT)	0.0	$13k		923.00	14.25	View chart
Msc Income Fund (MSIF)	0.0	$13k	+50%	1.1k	12.18	View chart
Loews Corporation (L)	0.0	$13k	-7%	122.00	106.75	View chart
Netflix (NFLX)	0.0	$13k		130.00	96.15	View chart
Ishares Tr Us Br Del Se Etf (IAI)	0.0	$12k		74.00	164.19	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.0	$12k		192.00	62.68	View chart
Corteva (CTVA)	0.0	$12k		141.00	83.72	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.0	$12k		124.00	93.54	View chart
Intuit (INTU)	0.0	$11k		26.00	433.96	View chart
UnitedHealth (UNH)	0.0	$11k		41.00	270.61	View chart
Pitney Bowes (PBI)	0.0	$11k		1.0k	11.05	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.0	$11k		371.00	29.49	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$11k		46.00	234.04	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.0	$11k		421.00	25.32	View chart
TJX Companies (TJX)	0.0	$10k	-14%	63.00	159.71	View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI)	0.0	$9.8k		220.00	44.73	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.0	$9.5k		253.00	37.54	View chart
Fidelity Covington Trust Momentum Factr (FDMO)	0.0	$9.4k		118.00	80.02	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.0	$9.2k		257.00	35.90	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$9.2k	NEW	150.00	61.26	View chart
Ishares Tr Esg Aware 80/20 (EAOA)	0.0	$9.2k	+111%	226.00	40.58	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$8.6k		22.00	390.45	View chart
American Express Company (AXP)	0.0	$8.5k		28.00	302.50	View chart
Booking Holdings (BKNG)	0.0	$8.4k		2.00	4210.50	View chart
American Financial (AFG)	0.0	$8.3k		65.00	127.57	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$8.1k		72.00	112.89	View chart
Qnity Electronics Common Stock (Q)	0.0	$8.1k		70.00	115.39	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.0	$7.8k	NEW	209.00	37.14	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$7.7k		70.00	110.13	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$7.7k	NEW	136.00	56.58	View chart
Spdr Series Trust State Street Spd (XRT)	0.0	$7.6k		95.00	80.47	View chart
Banco Santander Sa Adr (SAN)	0.0	$7.6k		676.00	11.28	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$7.4k	+60%	66.00	111.38	View chart
Ishares Tr Msci Euro Fl Etf (EUFN)	0.0	$7.1k		205.00	34.85	View chart
Gilead Sciences (GILD)	0.0	$7.1k	-32%	51.00	139.37	View chart
American Water Works (AWK)	0.0	$7.0k		51.00	137.41	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$7.0k		206.00	33.85	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$6.9k	NEW	92.00	75.20	View chart
Carrier Global Corporation (CARR)	0.0	$6.5k		116.00	56.31	View chart
Dupont De Nemours (DD)	0.0	$6.5k		141.00	45.80	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$6.2k	NEW	67.00	92.76	View chart
Dow (DOW)	0.0	$5.9k		141.00	41.65	View chart
Totalenergies Se Act (TTE)	0.0	$5.7k		63.00	90.98	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$5.6k	NEW	9.00	616.78	View chart
Ing Groep Sponsored Adr (ING)	0.0	$5.4k		209.00	26.05	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$5.4k		102.00	53.35	View chart
Lockheed Martin Corporation (LMT)	0.0	$5.4k	-40%	9.00	604.44	View chart
Qualcomm (QCOM)	0.0	$5.3k		41.00	128.78	View chart
Cisco Systems (CSCO)	0.0	$5.2k	-40%	67.00	77.60	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$5.2k		26.00	198.31	View chart
Ingersoll Rand (IR)	0.0	$5.1k		64.00	80.12	View chart
CSX Corporation (CSX)	0.0	$5.0k		123.00	41.06	View chart
Paccar (PCAR)	0.0	$5.0k		43.00	115.51	View chart
Ishares Tr Global Mater Etf (MXI)	0.0	$4.9k		46.00	106.24	View chart
Stryker Corporation (SYK)	0.0	$4.3k		13.00	328.62	View chart
Merck & Co (MRK)	0.0	$4.2k		35.00	120.31	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$4.2k	NEW	18.00	231.06	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$3.9k		50.00	78.84	View chart
Eaton Corp SHS (ETN)	0.0	$3.9k		11.00	357.73	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$3.8k		37.00	102.27	View chart
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW)	0.0	$3.5k		79.00	44.61	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$3.4k	NEW	24.00	142.21	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$3.3k		101.00	32.44	View chart
Danaher Corporation (DHR)	0.0	$3.0k		16.00	189.62	View chart
Honda Motor Adr Ech Cnv In 3 (HMC)	0.0	$3.0k		123.00	24.32	View chart
ConocoPhillips (COP)	0.0	$2.9k		22.00	132.00	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.0	$2.9k	-6%	61.00	47.61	View chart
Paychex (PAYX)	0.0	$2.8k	-40%	30.00	92.13	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$2.5k		8.00	316.75	View chart
Spdr Index Shs Fds State Street Spd (QEFA)	0.0	$2.5k	-86%	27.00	93.63	View chart
Bj's Wholesale Club Holdings (BJ)	0.0	$2.3k		23.00	98.43	View chart
Defi Technologies (DEFT)	0.0	$2.1k		3.8k	0.55	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$2.0k	NEW	42.00	48.33	View chart
Ishares Tr Lifepath Tgt2035 (ITDC)	0.0	$1.8k		53.00	33.77	View chart
Edwards Lifesciences (EW)	0.0	$1.7k		21.00	80.10	View chart
Kyndryl Hldgs Common Stock (KD)	0.0	$1.6k		125.00	13.12	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.0	$1.4k	-91%	18.00	76.17	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.0	$1.2k		10.00	117.20	View chart
Gartner (IT)	0.0	$792.000000		5.00	158.40	View chart
Howmet Aerospace (HWM)	0.0	$789.000000		3.00	263.00	View chart
J P Morgan Exchange Traded F Betabuilders I (BBIN)	0.0	$658.999800	-10%	9.00	73.22	View chart
J P Morgan Exchange Traded F Global Sel Equit (JGLO)	0.0	$587.999700		9.00	65.33	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$337.000300	-99%	7.00	48.14	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$272.000000	-99%	4.00	68.00	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.0	$172.000000		2.00	86.00	View chart
Ishares Msci Cda Etf (EWC)	0.0	$165.000000		3.00	55.00	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	0.0	$160.000000		2.00	80.00	View chart
Servicenow (NOW)	0.0	$150.000000	-50%	1.00	150.00	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.0	$149.000000		2.00	74.50	View chart
Spdr Series Trust State Street Spd (SPBO)	0.0	$146.000000	+66%	5.00	29.20	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$101.000000	NEW	2.00	50.50	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.0	$92.000000	-50%	2.00	46.00	View chart
Spdr Series Trust State Street Spd (SPTI)	0.0	$86.000100	-25%	3.00	28.67	View chart
Spdr Series Trust State Street Spd (SPMB)	0.0	$68.000100		3.00	22.67	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.0	$66.000000	NEW	1.00	66.00	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$37.000000	NEW	1.00	37.00	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$34.000000		1.00	34.00	View chart
Soundhound Ai Class A Com (SOUN)	0.0	$18.000000		3.00	6.00	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.0	$0	NEW	0	0.00	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.0	$0	NEW	0	0.00	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	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 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
Halbert Hargrove Global Advisors 2022 Q3 filed Oct. 24, 2022

View all past filings

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