Halbert Hargrove Global Advisors, LLC Portfolio Holdings

Halbert Hargrove Global Advisors, LLC

  • $1.89 Billion
  • Q2 2025

Halbert Hargrove Global Advisors, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.89 Billion distributed in 311 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $309M, Wisdomtree Tr Wisdomtree U.S. with a value of $300M, Ishares Tr with a value of $218M, Ishares Tr Russell 1000 ETF with a value of $158M, and Ishares Tr with a value of $151M.

Examining the 13F form we can see an increase of $99.1M in the current position value, from $1.79B to 1.89B. Also it can be appreciated an additional of 10 stocks purchases and 45 closed positions.

Below you can find more details about Halbert Hargrove Global Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.89 Billion
ETFs: $1.85 Billion
Consumer Cyclical: $14.4 Million
Technology: $12.4 Million
Healthcare: $7.48 Million
Communication Services: $4.62 Million
Financial Services: $2.36 Million
Consumer Defensive: $447,000
Industrials: $327,000
Other: $183,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$309 Million 16.3% of portfolio
497,168
Q2 2025 Reduced 1.53%
$0
$300 Million 15.87% of portfolio
6,002,518
Q2 2025 Reduced 1.34%
$0
$218 Million 11.52% of portfolio
3,401,663
Q2 2025 Added 1.56%
$0
$158 Million 8.37% of portfolio
466,465
Q2 2025 Reduced 8.26%
$0
$151 Million 7.95% of portfolio
1,803,253
Q2 2025 Reduced 1.65%
$0
$129 Million 6.8% of portfolio
3,147,199
Q2 2025 Added 0.68%
$0
$120 Million 6.31% of portfolio
2,229,034
Q2 2025 Added 0.41%
$0
$109 Million 5.78% of portfolio
3,195,954
Q2 2025 Added 1.71%
$0
$77.6 Million 4.1% of portfolio
359,468
Q2 2025 Added 2.02%
$0
$63.4 Million 3.35% of portfolio
1,565,077
Q2 2025 New
$0
$57.4 Million 3.03% of portfolio
1,190,150
Q2 2025 Reduced 6.47%
$0
$35.3 Million 1.87% of portfolio
395,385
Q2 2025 Added 1,363.58%
$0
$29 Million 1.53% of portfolio
398,553
Q2 2025 Reduced 11.79%
$0
$12.5 Million 0.66% of portfolio
218,619
Q2 2025 Reduced 6.24%
$0
$11.8 Million 0.62% of portfolio
92,149
Q2 2025 Reduced 5.45%
$0
$10.3 Million 0.55% of portfolio
36,927
Q2 2025 Added 1.48%
$0
$6.38 Million 0.34% of portfolio
18,164
Q2 2025 Reduced 13.26%
$0
$6.17 Million 0.33% of portfolio
126,901
Q2 2025 Added 2.84%
$0
$5.65 Million 0.3% of portfolio
41,738
Q2 2025 Reduced 9.68%
$0
$5.1 Million 0.27% of portfolio
50,714
Q2 2025 Reduced 7.44%
$3.83T
$4.14 Million 0.22% of portfolio
8,315
Q2 2025 Reduced 46.1%
$56.4B
$3.51 Million 0.19% of portfolio
26,500
Q4 2024 Reduced 0.02%
$3.44T
$3.34 Million 0.18% of portfolio
16,289
Q2 2025 Added 1.36%
$0
$3.47 Million 0.18% of portfolio
39,822
Q2 2025 Added 18.61%
$18.5B
$2.66 Million 0.14% of portfolio
47,486
Q2 2025 Added 426.74%
$175B
$2.47 Million 0.13% of portfolio
4,545
Q2 2025 Reduced 6.37%
$0
$2.23 Million 0.12% of portfolio
25,047
Q2 2025 Added 7.62%
$0
$2.15 Million 0.11% of portfolio
15,969
Q2 2025 Added 28,416.07%
$384B
$1.86 Million 0.1% of portfolio
5,071
Q2 2025 Added 3,049.69%
$0
$1.66 Million 0.09% of portfolio
30,794
Q2 2025 Added 2.27%
$772B
$1.44 Million 0.08% of portfolio
1,848
Q4 2024 Reduced 1.49%
$1.15T
$1.47 Million 0.08% of portfolio
8,356
Q2 2025 Added 7.05%
$0
$1.31 Million 0.07% of portfolio
33,350
Q2 2025 Reduced 3.53%
$0
$1.35 Million 0.07% of portfolio
2,444
Q2 2025 Reduced 0.61%
$0
$1.15 Million 0.06% of portfolio
36,235
Q4 2024 Added 0.08%
$8.29B
$992,000 0.05% of portfolio
19,109
Q1 2024 Reduced 0.52%
$0
$1.01 Million 0.05% of portfolio
7,533
Q2 2025 Reduced 12.32%
$0
$703,000 0.04% of portfolio
11,420
Q2 2025 Added 490.18%
$0
$830,000 0.04% of portfolio
14,679
Q2 2025 Reduced 27.59%
$0
$721,000 0.04% of portfolio
14,581
Q2 2025 Reduced 12.85%
$1.18T
$833,000 0.04% of portfolio
4,701
Q2 2025 Reduced 5.01%
$0
$536,000 0.03% of portfolio
7,205
Q2 2025 Reduced 58.76%
$0
$495,000 0.03% of portfolio
873
Q2 2025 Added 3.19%
$0
$496,000 0.03% of portfolio
4,530
Q2 2025 Reduced 54.85%
$0
$555,000 0.03% of portfolio
7,319
Q2 2025 Reduced 41.54%
$998B
$487,000 0.03% of portfolio
1,534
Q2 2025 Reduced 43.89%
$70.2B
$503,000 0.03% of portfolio
2,250
Q4 2024 Reduced 0.13%
$0
$554,000 0.03% of portfolio
5,788
Q2 2025 Reduced 5.13%
$0
$601,000 0.03% of portfolio
1,426
Q2 2025 Added 84.48%

Summary

  • Portfolio
  • No. of Stocks 311
  • Current Value $1.89 Billion
  • Prior Value $1.79 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 66 stocks
  • Sold out of 45 stocks
  • Reduced holdings in 97 stocks
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