Halbert Hargrove Global Advisors, LLC Purchases in Q1 2025

Halbert Hargrove Global Advisors, LLC

  • $1.76 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.63M
New
$91.45 - $91.75 $149M - $149M
1.63M $149M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.17M
+ 4334.98%
$74.85 - $84.89 $87.7M - $99.4M
1.2M $97.9M
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
15.4K
+ 0.49%
$34.52 - $39.32 $531K - $604K
3.14M $120M
INTF
Ishares Tr

ETFs
39.8K
+ 1.27%
$28.43 - $31.96 $1.13M - $1.27M
3.18M $99M
PH
Parker Hannifin Corp

Industrials
4.2K
New
$591.65 - $707.05 $2.49M - $2.97M
4.2K $2.55M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
17.5K
New
$63.91 - $70.19 $1.12M - $1.23M
17.5K $1.18M
IEMG
Ishares Inc

ETFs
16.9K
+ 0.76%
N/A
2.24M $120M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
6.79K
+ 12130.36%
$122.86 - $137.9 $835K - $937K
6.85K $859K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
4.04K
+ 17.36%
$75.32 - $84.77 $304K - $343K
27.3K $2.23M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
820
+ 96.93%
$507.05 - $563.67 $416K - $462K
1.67K $856K
VTWO
Vanguard Russell 2000 ETF

ETFs
7.04K
+ 20.97%
$80.08 - $92.93 $564K - $654K
40.6K $3.29M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.64K
+ 446.2%
$50.39 - $50.66 $284K - $286K
6.9K $349K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.43K
+ 283.38%
$18.36 - $20.51 $118K - $132K
8.7K $173K
JPIB
Jpmorgan International Bond Op

ETFs
1.07K
+ 0.87%
$46.97 - $48.35 $50.4K - $51.9K
124K $5.96M
LI
Li Auto Inc.

Consumer Cyclical
5K
New
$21.72 - $32.92 $109K - $165K
5K $126K
IWF
Ishares Russell 1000 Gr ETF

ETFs
436
+ 56.4%
$360.07 - $417.26 $157K - $182K
1.21K $435K
LLY
Eli Lilly & CO

Healthcare
28
+ 1.52%
$725.72 - $929.72 $20.3K - $26K
1.88K $1.55M
BLOK
Amplify ETF Tr Trnsformational

ETFs
2.79K
New
$36.88 - $49.3 $103K - $137K
2.79K $104K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
527
+ 1.52%
$32.74 - $36.2 $17.3K - $19.1K
35.1K $1.23M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
682
+ 668.63%
$97.38 - $104.52 $66.4K - $71.3K
784 $79K
FINX
Global X Fds Fintech ETF (De)

ETFs
1.87K
New
$27.43 - $33.5 $51.3K - $62.7K
1.87K $51K
IWD
Ishares Russell 1000 Val ETF

ETFs
245
+ 140.8%
$182.82 - $196.21 $44.8K - $48.1K
419 $78K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
513
+ 3.07%
$42.5 - $46.71 $21.8K - $24K
17.2K $781K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
844
+ 68.23%
$57.21 - $65.8 $48.3K - $55.5K
2.08K $121K
META
Meta Platforms, Inc.

Communication Services
70
+ 24.14%
$576.36 - $736.67 $40.3K - $51.6K
360 $207K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
161
New
$196.12 - $229.48 $31.6K - $36.9K
161 $32K
CMF
Ishares California Muni Bond E

ETFs
551
New
$55.93 - $57.47 $30.8K - $31.7K
551 $31K
QUAL
Ishares Msci Usa Quality Facto

ETFs
178
+ 40.36%
$168.16 - $186.21 $29.9K - $33.1K
619 $105K
AMZN
Amazon Com Inc

Consumer Cyclical
172
+ 70.2%
$190.26 - $242.06 $32.7K - $41.6K
417 $79K
HELX
Franklin Templeton ETF Tr Geno

ETFs
753
+ 41.81%
N/A
2.55K $80K
NIO
Nio Inc.

Consumer Cyclical
5.93K
New
$3.75 - $5.22 $22.3K - $31K
5.93K $22K
FTC
First Tr Lge Cap Growth

ETFs
174
New
$127.87 - $148.89 $22.2K - $25.9K
174 $22K
VT
Vanguard Total World Stk Index

ETFs
189
New
$115.08 - $123.97 $21.8K - $23.4K
189 $21K
IAU
Ishares Gold Trust

ETFs
359
New
$49.74 - $58.96 $17.9K - $21.2K
359 $21K
SCHA
Schwab Strategic Tr Us Small C

ETFs
918
New
$23.16 - $27.04 $21.3K - $24.8K
918 $21K
MA
Mastercard Inc

Financial Services
35
+ 58.33%
$504.67 - $576.31 $17.7K - $20.2K
95 $52K
VTI
Vanguard Total Stock Market Et

ETFs
116
+ 17.66%
$271.18 - $303.12 $31.5K - $35.2K
773 $211K
ACMR
Acm Research, Inc.

Technology
900
New
$15.41 - $29.98 $13.9K - $27K
900 $21K
VGIT
Vanguard Intermediate Term Tre

ETFs
343
New
$57.44 - $59.4 $19.7K - $20.4K
343 $20K
COST
Costco Wholesale Corp

Consumer Defensive
17
+ 15.32%
$890.62 - $1076.86 $15.1K - $18.3K
128 $121K
JPM
Jpmorgan Chase & CO

Financial Services
72
+ 29.15%
$225.19 - $279.95 $16.2K - $20.2K
319 $78K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
122
+ 2.0%
$94.87 - $96.11 $11.6K - $11.7K
6.22K $597K
RSP
Invesco S&P 500 Equal Weight E

ETFs
87
New
$169.43 - $182.84 $14.7K - $15.9K
87 $15K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
185
New
$76.94 - $78.28 $14.2K - $14.5K
185 $14K
NFLX
Netflix Inc

Communication Services
13
+ 100.0%
$828.4 - $1058.6 $10.8K - $13.8K
26 $24K
JNJ
Johnson & Johnson

Healthcare
81
New
$142.06 - $167.7 $11.5K - $13.6K
81 $13K
VGLT
Vanguard Long Term Treasury Et

ETFs
219
New
$53.99 - $58.43 $11.8K - $12.8K
219 $12K
VNQ
Vanguard Specialized Funds Van

ETFs
124
+ 9.27%
$85.55 - $94.34 $10.6K - $11.7K
1.46K $131K
CVX
Chevron Corp

Energy
60
+ 75.0%
$146.71 - $167.97 $8.8K - $10.1K
140 $23K
Activity Summary
Buys All Purchases 508 New Holdings 388 Increased Positions 120 Sells All Sells 63 Reductions 62 Sold out 1 Options Calls 0 Puts 2
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