Halbert Hargrove Global Advisors, LLC Incresed Positions in Q3 2025

Halbert Hargrove Global Advisors, LLC

  • $2.02 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
4.7K
+ 0.95%
$620.67 - $670.08 $2.92M - $3.15M
502K $336M
LRGF
Ishares Tr

ETFs
81.2K
+ 2.39%
$64.13 - $69.24 $5.21M - $5.62M
3.48M $241M
IWB
Ishares Tr Russell 1000 ETF

ETFs
7.25K
+ 1.55%
$339.37 - $366.46 $2.46M - $2.66M
474K $173M
IWM
Ishares Russell 2000 ETF

ETFs
6.83K
+ 1.9%
$214.92 - $244.84 $1.47M - $1.67M
366K $88.6M
IEFA
Ishares Tr

ETFs
20.6K
+ 1.14%
$81.7 - $87.53 $1.68M - $1.8M
1.82M $159M
INTF
Ishares Tr

ETFs
66.9K
+ 2.09%
$33.72 - $36.17 $2.26M - $2.42M
3.26M $117M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
18.7K
+ 1.2%
$39.8 - $42.86 $745K - $803K
1.58M $67.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
25.3K
+ 6.4%
$87.29 - $93.61 $2.21M - $2.37M
421K $39.3M
TMUS
T Mobile Us, Inc.

Communication Services
7.92K
+ 27317.24%
$226.02 - $259.01 $1.79M - $2.05M
7.95K $1.9M
IEMG
Ishares Inc

ETFs
29.9K
+ 1.34%
N/A
2.26M $121M
AAPL
Apple Inc.

Technology
1.2K
+ 7.34%
$202.38 - $256.87 $242K - $307K
17.5K $4.45M
IWV
Ishares Russell 3000 ETF

ETFs
925
+ 5.09%
$351.04 - $379.81 $325K - $351K
19.1K $7.23M
GOOGL
Alphabet Inc.

Communication Services
481
+ 5.76%
$174.36 - $254.72 $83.9K - $123K
8.84K $2.15M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
319
+ 0.76%
$134.94 - $145.86 $43K - $46.5K
42.1K $6.12M
MSFT
Microsoft Corp

Technology
500
+ 6.01%
$491.09 - $535.64 $246K - $268K
8.82K $4.57M
GOOG
Alphabet Inc.

Communication Services
463
+ 9.85%
$175.16 - $255.24 $81.1K - $118K
5.16K $1.26M
USB
Us Bancorp \De\

Financial Services
7.54K
+ 6282.5%
$43.94 - $50.41 $331K - $380K
7.66K $370K
JNJ
Johnson & Johnson

Healthcare
1.92K
+ 32033.33%
$155.17 - $185.42 $298K - $356K
1.93K $357K
QQQ
Invesco Qqq Trust, Series 1

ETFs
360
+ 14.73%
$546.99 - $602.2 $197K - $217K
2.8K $1.68M
AMZN
Amazon Com Inc

Consumer Cyclical
1.51K
+ 675.0%
$211.65 - $238.24 $320K - $360K
1.74K $381K
NVDA
Nvidia Corp

Technology
1.61K
+ 785.85%
$153.3 - $186.58 $247K - $301K
1.82K $338K
U
Unity Software Inc.

Technology
72
+ 0.38%
$24.01 - $46.53 $1.73K - $3.35K
19K $760K
ABBV
Abb Vie Inc.

Healthcare
1.19K
+ 2382.0%
$184.85 - $231.54 $220K - $276K
1.24K $287K
TSLA
Tesla, Inc.

Consumer Cyclical
184
+ 11.99%
$293.94 - $444.72 $54.1K - $81.8K
1.72K $764K
HD
Home Depot, Inc.

Consumer Cyclical
171
+ 3.37%
$357.4 - $423.42 $61.1K - $72.4K
5.24K $2.12M
SPY
Spdr S&P 500 ETF Trust

ETFs
344
+ 53.58%
$617.65 - $666.84 $212K - $229K
986 $656K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.24K
+ 27.28%
$109.47 - $119.06 $135K - $147K
5.77K $682K
ABT
Abbott Laboratories

Healthcare
1.32K
+ 5986.36%
$120.51 - $136.62 $159K - $180K
1.34K $179K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
452
+ 1.8%
$87.05 - $93.19 $39.3K - $42.1K
25.5K $2.37M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
155
+ 17.75%
$567.77 - $614.76 $88K - $95.3K
1.03K $629K
JPIB
Jpmorgan International Bond Op

ETFs
1.49K
+ 1.17%
$48.32 - $49.13 $72K - $73.2K
128K $6.3M
AVGO
Broadcom Inc.

Technology
325
+ 104.84%
$264.74 - $369.57 $86K - $120K
635 $209K
MCD
Mcdonalds Corp

Consumer Cyclical
384
+ 352.29%
$291.67 - $316.99 $112K - $122K
493 $149K
KO
Coca Cola CO

Consumer Defensive
1.78K
+ 1207.48%
$65.67 - $71.67 $117K - $127K
1.92K $127K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
10K
+ 99.5%
$10.18 - $10.96 $102K - $110K
20.1K $216K
MS
Morgan Stanley

Financial Services
688
+ 969.01%
$139.09 - $161.16 $95.7K - $111K
759 $120K
HPI
John Hancock Preferred Income Fund

Financial Services
5.53K
+ 71.61%
$15.81 - $17.35 $87.4K - $95.9K
13.2K $229K
VO
Vanguard Mid Cap ETF

ETFs
334
+ 506.06%
$279.83 - $293.74 $93.5K - $98.1K
400 $117K
META
Meta Platforms, Inc.

Communication Services
134
+ 46.37%
$695.21 - $791.73 $93.2K - $106K
423 $310K
ZION
Zions Bancorporation, National Association

Financial Services
76
+ 0.4%
$51.2 - $59.15 $3.89K - $4.5K
19.2K $1.09M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
454
+ 3.11%
$49.43 - $54.52 $22.4K - $24.8K
15K $814K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
165
+ 45.21%
$459.11 - $506.91 $75.8K - $83.6K
530 $266K
JPM
Jpmorgan Chase & CO

Financial Services
258
+ 88.05%
$282.78 - $316.06 $73K - $81.5K
551 $173K
CVX
Chevron Corp

Energy
542
+ 677.5%
$145.57 - $161.83 $78.9K - $87.7K
622 $96K
CLX
Clorox CO

Consumer Defensive
628
+ 285.45%
$117.67 - $131.43 $73.9K - $82.5K
848 $104K
BAC
Bank Of America Corp

Financial Services
1.18K
+ 39.3%
$44.92 - $52.42 $53K - $61.8K
4.18K $215K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
2.76K
+ 45.18%
$22.89 - $23.7 $63.3K - $65.5K
8.88K $209K
VB
Vanguard Small Cap ETF

ETFs
181
+ 19.01%
$237.58 - $259.17 $43K - $46.9K
1.13K $288K
QUAL
Ishares Msci Usa Quality Facto

ETFs
285
+ 46.04%
$182.33 - $194.5 $52K - $55.4K
904 $175K
Activity Summary
Buys All Purchases 573 New Holdings 438 Increased Positions 135 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 4
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