Halbert Hargrove Global Advisors, LLC Incresed Positions in Q4 2024

Halbert Hargrove Global Advisors, LLC

  • $1.79 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LRGF
Ishares Tr

ETFs
79.4K
+ 2.43%
$58.25 - $63.26 $4.63M - $5.03M
3.35M $202M
IVV
Ishares Core S&P 500 ETF

ETFs
958
+ 0.19%
$570.51 - $610.59 $547K - $585K
505K $297M
IEMG
Ishares Inc

ETFs
49.6K
+ 2.28%
N/A
2.22M $119M
IWM
Ishares Russell 2000 ETF

ETFs
6.05K
+ 1.75%
$216.13 - $242.4 $1.31M - $1.47M
352K $77.9M
TSLA
Tesla, Inc.

Consumer Cyclical
243
+ 9.76%
$213.65 - $479.86 $51.9K - $117K
2.73K $1.1M
INTF
Ishares Tr

ETFs
282K
+ 9.85%
$28.54 - $31.26 $8.04M - $8.81M
3.14M $90.2M
AAPL
Apple Inc.

Technology
103
+ 0.65%
$221.69 - $259.02 $22.8K - $26.7K
16.1K $4.02M
ISRG
Intuitive Surgical Inc

Healthcare
303
+ 6.66%
$471.27 - $550.62 $143K - $167K
4.85K $2.53M
QQQ
Invesco Qqq Trust, Series 1

ETFs
376
+ 18.05%
$481.22 - $538.17 $181K - $202K
2.46K $1.26M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.35K
+ 4.48%
$100.22 - $100.73 $236K - $237K
54.8K $5.5M
GOOG
Alphabet Inc.

Communication Services
99
+ 2.04%
$163.08 - $198.16 $16.1K - $19.6K
4.95K $942K
USXF
Ishares Esg Advanced Msci Usa

Technology
1.39K
+ 4.83%
$48.45 - $52.57 $67.2K - $73K
30.1K $1.5M
XLY
Select Sector Spdr Consumer Di

ETFs
3
+ 0.19%
$194.8 - $239.43 $584 - $718
1.62K $363K
AOA
Ishares Tr Core Aggressive All

ETFs
314
+ 8.94%
$76.61 - $79.88 $24.1K - $25.1K
3.83K $293K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
2.1K
+ 20.32%
$5.83 - $6.64 $12.2K - $13.9K
12.4K $74K
Pimco ETF Tr
7.94K
+ 2.82%
N/A
289K $0
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
30
+ 0.08%
$33.7 - $37.69 $1.01K - $1.13K
36.2K $1.24M
XLI
Industrial Sector Spdr

ETFs
8
+ 0.45%
$131.76 - $143.99 $1.05K - $1.15K
1.78K $234K
JPIB
Jpmorgan International Bond Op

ETFs
3.33K
+ 2.78%
$47.26 - $48.47 $158K - $162K
123K $5.83M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
29
+ 0.62%
$96.64 - $101.23 $2.8K - $2.94K
4.68K $453K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.19K
+ 2.8%
$22.65 - $23.8 $27K - $28.3K
43.7K $991K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.9K
+ 146.46%
$25.93 - $105.3 $75.2K - $305K
4.88K $136K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
535
+ 1.57%
$33.39 - $37.66 $17.9K - $20.1K
34.6K $1.15M
BALL
Ball Corp

Consumer Cyclical
30
+ 0.33%
$54.84 - $67.94 $1.65K - $2.04K
9.02K $494K
SDG
Ishares Trust Ishares Msci Glo

ETFs
478
+ 3.97%
$71.56 - $85.77 $34.2K - $41K
12.5K $895K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
669
+ 2.96%
$75.65 - $83.47 $50.6K - $55.8K
23.3K $1.77M
IEFA
Ishares Tr

ETFs
71.6K
+ 4.06%
$70.06 - $77.43 $5.02M - $5.54M
1.83M $129M
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
93.7K
+ 3.09%
$35.09 - $39.06 $3.29M - $3.66M
3.13M $110M
Activity Summary
Buys All Purchases 262 New Holdings 233 Increased Positions 29 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 3
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