Halbert Hargrove Global Advisors, LLC New Holdings in Q4 2024

Halbert Hargrove Global Advisors, LLC

  • $1.79 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
242
New
$236.59 - $257.5 $57.3K - $62.3K
242 $58K
HIG
Hartford Financial Services Group, Inc.

Financial Services
533
New
$107.06 - $123.74 $57.1K - $66K
533 $58K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
138
New
$417.69 - $450.94 $57.6K - $62.2K
138 $58K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
769
New
$74.69 - $79.24 $57.4K - $60.9K
769 $58K
HELX
Franklin Templeton ETF Tr Geno

ETFs
1.8K
New
N/A
1.8K $56K
VCR
Vanguard Consumer Discretionar

ETFs
146
New
$328.51 - $401.37 $48K - $58.6K
146 $54K
IDEV
Ishares Core Msci Intl Develop

ETFs
852
New
$64.18 - $70.42 $54.7K - $60K
852 $54K
MGK
Vanguard Mega Cap Growth ETF

ETFs
160
New
$316.94 - $357.88 $50.7K - $57.3K
160 $54K
AMZN
Amazon Com Inc

Consumer Cyclical
245
New
$180.88 - $232.93 $44.3K - $57.1K
245 $53K
ACN
Accenture PLC

Technology
144
New
$343.9 - $376.86 $49.5K - $54.3K
144 $50K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
911
New
$53.86 - $60.27 $49.1K - $54.9K
911 $49K
DE
Deere & CO

Industrials
114
New
$389.45 - $466.0 $44.4K - $53.1K
114 $48K
ORCL
Oracle Corp

Technology
285
New
$165.41 - $192.43 $47.1K - $54.8K
285 $47K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
816
New
$58.46 - $65.6 $47.7K - $53.5K
816 $47K
NVO
Novo Nordisk A S

Healthcare
549
New
$85.0 - $120.04 $46.7K - $65.9K
549 $47K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
210
New
$209.89 - $233.24 $44.1K - $49K
210 $44K
IXN
Ishares Global Information Tec

ETFs
514
New
$80.67 - $87.84 $41.5K - $45.1K
514 $43K
NJR
New Jersey Resources Corp

Utilities
900
New
$45.17 - $51.61 $40.7K - $46.4K
900 $41K
XPO
Xpo Logistics, Inc.

Industrials
317
New
$105.35 - $158.2 $33.4K - $50.1K
317 $41K
CRWD
Crowd Strike Holdings, Inc.

Technology
122
New
$275.15 - $388.2 $33.6K - $47.4K
122 $41K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.27K
New
$18.41 - $40.87 $41.8K - $92.7K
2.27K $41K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
157
New
$238.25 - $261.28 $37.4K - $41K
157 $38K
ABBV
Abb Vie Inc.

Healthcare
217
New
$164.99 - $203.87 $35.8K - $44.2K
217 $38K
MUB
Ishares National Muni Bond ETF

ETFs
361
New
$105.78 - $108.7 $38.2K - $39.2K
361 $38K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
497
New
$72.18 - $81.41 $35.9K - $40.5K
497 $37K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
532
New
$66.77 - $71.52 $35.5K - $38K
532 $36K
CRM
Salesforce, Inc.

Technology
105
New
$270.87 - $367.87 $28.4K - $38.6K
105 $35K
CLX
Clorox CO

Consumer Defensive
220
New
$156.51 - $169.74 $34.4K - $37.3K
220 $35K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
473
New
N/A
473 $35K
YUM
Yum Brands Inc

Consumer Cyclical
246
New
$130.36 - $139.54 $32.1K - $34.3K
246 $33K
WM
Waste Management Inc

Industrials
166
New
$201.79 - $228.46 $33.5K - $37.9K
166 $33K
IWD
Ishares Russell 1000 Val ETF

ETFs
174
New
$183.23 - $199.79 $31.9K - $34.8K
174 $32K
MA
Mastercard Inc

Financial Services
60
New
$491.3 - $536.15 $29.5K - $32.2K
60 $31K
IGV
Ishares Expanded Tech Software

ETFs
315
New
$87.5 - $110.17 $27.6K - $34.7K
315 $31K
ASML
Asml Holding Nv

Technology
45
New
$658.43 - $872.27 $29.6K - $39.3K
45 $31K
AMD
Advanced Micro Devices Inc

Technology
244
New
$118.88 - $172.8 $29K - $42.2K
244 $29K
MRK
Merck & Co., Inc.

Healthcare
283
New
$96.31 - $114.76 $27.3K - $32.5K
283 $28K
IRM
Iron Mountain Inc

Real Estate
250
New
$101.62 - $128.14 $25.4K - $32K
250 $26K
CAT
Caterpillar Inc

Industrials
74
New
$360.37 - $416.88 $26.7K - $30.8K
74 $26K
IXUS
Ishares Tr

ETFs
390
New
$65.95 - $72.56 $25.7K - $28.3K
390 $25K
L
Loews Corp

Financial Services
307
New
$76.49 - $87.05 $23.5K - $26.7K
307 $25K
XLG
Invesco Exchange Traded Fd Tr

ETFs
520
New
$46.94 - $51.62 $24.4K - $26.8K
520 $25K
TMO
Thermo Fisher Scientific Inc.

Healthcare
45
New
$501.29 - $612.85 $22.6K - $27.6K
45 $23K
IYF
Ishares Tr

ETFs
206
New
$102.7 - $119.05 $21.2K - $24.5K
206 $22K
BX
Blackstone Inc.

Financial Services
133
New
$148.45 - $199.05 $19.7K - $26.5K
133 $22K
VNQI
Vanguard Global Ex U.S. Real

ETFs
524
New
$39.22 - $47.52 $20.6K - $24.9K
524 $20K
TJX
Tjx Companies Inc

Consumer Cyclical
171
New
$112.15 - $127.2 $19.2K - $21.8K
171 $20K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
155
New
$121.89 - $135.52 $18.9K - $21K
155 $19K
MDLZ
Mondelez International, Inc.

Consumer Defensive
325
New
$59.25 - $72.99 $19.3K - $23.7K
325 $19K
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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