Halbert Hargrove Global Advisors, LLC Incresed Positions in Q1 2025

Halbert Hargrove Global Advisors, LLC

  • $1.76 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
BOND
Pimco Active Bond Exchange Tra

ETFs
2.69K
+ 3.53%
$89.27 - $92.9 $240K - $250K
78.8K $7.28M
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
JPIB
Jpmorgan International Bond Op

ETFs
1.07K
+ 0.87%
$46.97 - $48.35 $50.4K - $51.9K
124K $5.96M
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
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
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
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
VTI
Vanguard Total Stock Market Et

ETFs
116
+ 17.66%
$271.18 - $303.12 $31.5K - $35.2K
773 $211K
MA
Mastercard Inc

Financial Services
35
+ 58.33%
$504.67 - $576.31 $17.7K - $20.2K
95 $52K
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
NFLX
Netflix Inc

Communication Services
13
+ 100.0%
$828.4 - $1058.6 $10.8K - $13.8K
26 $24K
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
KO
Coca Cola CO

Consumer Defensive
133
+ 90.48%
$60.81 - $72.32 $8.09K - $9.62K
280 $20K
UNH
Unitedhealth Group Inc

Healthcare
18
+ 20.93%
$461.52 - $548.18 $8.31K - $9.87K
104 $54K
ABT
Abbott Laboratories

Healthcare
70
+ 318.18%
$111.1 - $140.22 $7.78K - $9.82K
92 $12K
K
Kellogg CO

Consumer Defensive
2
+ 0.03%
$81.06 - $82.9 $162 - $166
6.57K $541K
GILD
Gilead Sciences, Inc.

Healthcare
68
+ 89.47%
$89.14 - $117.41 $6.06K - $7.98K
144 $16K
HON
Honeywell International Inc

Industrials
44
+ 95.65%
$202.75 - $226.52 $8.92K - $9.97K
90 $19K
PEP
Pepsico Inc

Consumer Defensive
57
+ 316.67%
$142.64 - $156.42 $8.13K - $8.92K
75 $11K
HIG
Hartford Financial Services Group, Inc.

Financial Services
15
+ 2.81%
$106.31 - $123.73 $1.59K - $1.86K
548 $67K
WM
Waste Management Inc

Industrials
15
+ 9.04%
$200.54 - $233.78 $3.01K - $3.51K
181 $41K
TTE
Total Energies Se

Energy
111
+ 54.68%
N/A
314 $21K
BNDX
Vanguard Total International B

ETFs
135
+ 1500.0%
$48.33 - $49.5 $6.52K - $6.68K
144 $7K
WMT
Walmart Inc.

Consumer Defensive
161
+ 6.16%
$84.5 - $105.05 $13.6K - $16.9K
2.78K $243K
HD
Home Depot, Inc.

Consumer Cyclical
27
+ 16.77%
$347.25 - $424.87 $9.38K - $11.5K
188 $68K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
50
+ 4.14%
$126.11 - $135.06 $6.31K - $6.75K
1.26K $160K
DE
Deere & CO

Industrials
2
+ 1.75%
$408.57 - $509.27 $817 - $1.02K
116 $54K
INTU
Intuit Inc

Technology
9
+ 34.62%
$555.63 - $630.23 $5K - $5.67K
35 $21K
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.41%
$123.25 - $162.53 $123 - $163
247 $38K
VGT
Vanguard Information Technolog

ETFs
31
+ 22.14%
$542.38 - $646.34 $16.8K - $20K
171 $92K
GE
General Electric CO

Industrials
23
+ 109.52%
$168.59 - $212.13 $3.88K - $4.88K
44 $8K
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
Track This Portfolio

Track Halbert Hargrove Global Advisors, LLC Portfolio

Follow Halbert Hargrove Global Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Halbert Hargrove Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Halbert Hargrove Global Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email