Halbert Hargrove Global Advisors, LLC Incresed Positions in Q2 2025

Halbert Hargrove Global Advisors, LLC

  • $1.89 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
368K
+ 1363.58%
$72.96 - $90.39 $26.9M - $33.3M
395K $35.3M
INTF
Ishares Tr

ETFs
53.7K
+ 1.71%
$27.6 - $34.51 $1.48M - $1.85M
3.2M $109M
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
21.4K
+ 0.68%
$34.04 - $41.25 $729K - $883K
3.15M $129M
LRGF
Ishares Tr

ETFs
52.1K
+ 1.56%
$51.37 - $64.13 $2.68M - $3.34M
3.4M $218M
BALL
Ball Corp

Consumer Cyclical
38.5K
+ 426.74%
$44.94 - $56.99 $1.73M - $2.19M
47.5K $2.66M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
15.9K
+ 28416.07%
$111.3 - $134.5 $1.77M - $2.14M
16K $2.15M
HD
Home Depot, Inc.

Consumer Cyclical
4.91K
+ 3049.69%
$335.24 - $380.78 $1.65M - $1.87M
5.07K $1.86M
VONE
Vanguard Russell 1000 ETF

ETFs
539
+ 1.48%
$225.48 - $280.86 $122K - $151K
36.9K $10.3M
AOR
Ishares Tr Core Growth Allocat

ETFs
9.49K
+ 490.18%
$53.36 - $61.57 $506K - $584K
11.4K $703K
IEMG
Ishares Inc

ETFs
9.12K
+ 0.41%
N/A
2.23M $120M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.77K
+ 7.62%
$73.02 - $90.22 $129K - $160K
25K $2.23M
JPIB
Jpmorgan International Bond Op

ETFs
3.51K
+ 2.84%
$47.18 - $48.62 $165K - $170K
127K $6.17M
BOND
Pimco Active Bond Exchange Tra

ETFs
1.84K
+ 2.42%
$89.87 - $92.93 $166K - $171K
78K $7.19M
IWF
Ishares Russell 1000 Gr ETF

ETFs
653
+ 84.48%
$320.42 - $424.58 $209K - $277K
1.43K $601K
USXF
Ishares Esg Advanced Msci Usa

Technology
684
+ 2.27%
$41.54 - $53.93 $28.4K - $36.9K
30.8K $1.66M
V
Visa Inc.

Financial Services
314
+ 72.18%
$308.27 - $373.31 $96.8K - $117K
749 $265K
IWD
Ishares Russell 1000 Val ETF

ETFs
557
+ 320.11%
$166.82 - $194.23 $92.9K - $108K
731 $141K
BLOK
Amplify ETF Tr Trnsformational

ETFs
419
+ 15.03%
$32.56 - $57.11 $13.6K - $23.9K
3.21K $183K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
619
+ 606.86%
$90.85 - $102.31 $56.2K - $63.3K
721 $72K
MA
Mastercard Inc

Financial Services
90
+ 150.0%
$479.92 - $590.74 $43.2K - $53.2K
150 $84K
VTI
Vanguard Total Stock Market Et

ETFs
116
+ 17.66%
$243.75 - $303.93 $28.3K - $35.3K
773 $234K
LYG
Lloyds Banking Group PLC

Financial Services
9.86K
+ 10836.26%
$3.32 - $4.29 $32.7K - $42.3K
9.95K $42K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
27
+ 3.19%
$456.74 - $568.03 $12.3K - $15.3K
873 $495K
UNP
Union Pacific Corp

Industrials
171
+ 417.07%
$208.27 - $238.46 $35.6K - $40.8K
212 $48K
QUAL
Ishares Msci Usa Quality Facto

ETFs
178
+ 40.36%
$152.42 - $182.82 $27.1K - $32.5K
619 $113K
GNOM
Global X Fds Genomics & Biotec

ETFs
5.3K
+ 63.11%
$6.97 - $8.49 $36.9K - $45K
13.7K $115K
MRK
Merck & Co., Inc.

Healthcare
465
+ 164.31%
$73.47 - $87.12 $34.2K - $40.5K
748 $59K
XLI
Industrial Sector Spdr

ETFs
10
+ 0.56%
$116.42 - $147.52 $1.16K - $1.48K
1.79K $264K
MCD
Mcdonalds Corp

Consumer Cyclical
105
+ 2625.0%
$285.55 - $321.23 $30K - $33.7K
109 $31K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
32
+ 9.61%
$483.48 - $539.8 $15.5K - $17.3K
365 $177K
WMT
Walmart Inc.

Consumer Defensive
68
+ 2.6%
$81.79 - $99.98 $5.56K - $6.8K
2.68K $262K
JPM
Jpmorgan Chase & CO

Financial Services
46
+ 18.62%
$210.28 - $289.91 $9.67K - $13.3K
293 $84K
NKE
Nike, Inc.

Consumer Cyclical
333
+ 497.01%
$53.27 - $72.04 $17.7K - $24K
400 $28K
VCIT
Vanguard Intermediate Term Cor

ETFs
198
+ 9.31%
$79.56 - $82.92 $15.8K - $16.4K
2.33K $192K
COST
Costco Wholesale Corp

Consumer Defensive
13
+ 11.71%
$908.13 - $1056.85 $11.8K - $13.7K
124 $122K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
337
+ 27.24%
$51.16 - $62.02 $17.2K - $20.9K
1.57K $97K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
128
+ 14.25%
$121.58 - $136.74 $15.6K - $17.5K
1.03K $139K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
600
+ 6.35%
$8.65 - $10.52 $5.19K - $6.31K
10.1K $105K
AVGO
Broadcom Inc.

Technology
2
+ 0.65%
$146.29 - $275.65 $293 - $551
310 $85K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
31
+ 2.57%
$114.78 - $133.31 $3.56K - $4.13K
1.24K $165K
DHS
Wisdomtree Tr U.S

ETFs
94
+ 9.33%
$87.71 - $98.37 $8.24K - $9.25K
1.1K $105K
HON
Honeywell International Inc

Industrials
30
+ 65.22%
$182.86 - $232.88 $5.49K - $6.99K
76 $17K
CTAS
Cintas Corp

Industrials
25
+ 312.5%
$190.11 - $227.66 $4.75K - $5.69K
33 $7K
AWK
American Water Works Company, Inc.

Utilities
39
+ 44.83%
$133.82 - $151.96 $5.22K - $5.93K
126 $17K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
1.05K
+ 8.44%
$5.17 - $5.91 $5.43K - $6.21K
13.5K $79K
PWR
Quanta Services, Inc.

Industrials
9
+ 900.0%
$239.47 - $381.26 $2.16K - $3.43K
10 $3K
ROP
Roper Technologies Inc

Industrials
3
+ 60.0%
$519.19 - $590.78 $1.56K - $1.77K
8 $4K
COF
Capital One Financial Corp

Financial Services
8
+ 200.0%
$150.57 - $212.76 $1.2K - $1.7K
12 $2K
CMCSA
Comcast Corp

Communication Services
49
+ 72.06%
$32.84 - $36.72 $1.61K - $1.8K
117 $4K
Activity Summary
Buys All Purchases 76 New Holdings 10 Increased Positions 66 Sells All Sells 142 Reductions 97 Sold out 45 Options Calls 0 Puts 7
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