Halbert Hargrove Global Advisors, LLC Reduced Holdings in Q3 2024

Halbert Hargrove Global Advisors, LLC

  • $1.81 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
-277K
- 18.5%
$75.32 - $84.37 $20.9M - $23.4M
1.22M $102M
ABNB
Airbnb, Inc.

Consumer Cyclical
-10K
- 24.1%
$113.01 - $154.34 $1.13M - $1.54M
31.5K $4M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-74.9K
- 13.89%
$60.13 - $68.17 $4.5M - $5.1M
464K $31.4M
EEM
Ishares Msci Emerging Markets

ETFs
-121K
- 8.51%
$40.42 - $46.7 $4.9M - $5.67M
1.3M $59.8M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-18.8K
- 21.58%
$24.38 - $25.2 $459K - $475K
68.4K $1.72M
MSFT
Microsoft Corp

Technology
-3
- 0.01%
$395.15 - $467.56 $1.19K - $1.4K
21.8K $9.37M
VEA
Vanguard Ftse Developed Market

ETFs
-22.9K
- 8.85%
$47.6 - $53.31 $1.09M - $1.22M
236K $12.5M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-4.84K
- 9.17%
$113.45 - $126.18 $549K - $611K
48K $6.06M
ISRG
Intuitive Surgical Inc

Healthcare
-900
- 16.51%
$416.14 - $494.01 $375K - $445K
4.55K $2.24M
VONE
Vanguard Russell 1000 ETF

ETFs
-3.12K
- 6.98%
$234.0 - $260.07 $731K - $812K
41.6K $10.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-472
- 37.91%
$332.02 - $382.76 $157K - $181K
773 $290K
NTSE
Wisdomtree Tr Emerging Mkts Ef

ETFs
-7.33K
- 20.52%
$28.65 - $32.83 $210K - $241K
28.4K $913K
GOOG
Alphabet Inc.

Communication Services
-274
- 5.35%
$149.54 - $192.66 $41K - $52.8K
4.85K $810K
SPY
Spdr S&P 500 ETF Trust

ETFs
-250
- 23.41%
$517.38 - $573.86 $129K - $143K
818 $469K
VUG
Vanguard Growth ETF

ETFs
-305
- 25.33%
$341.08 - $391.94 $104K - $120K
899 $345K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-1.65K
- 8.77%
$64.83 - $72.82 $107K - $120K
17.1K $1.23M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-882
- 9.18%
$112.99 - $126.45 $99.7K - $112K
8.72K $1.1M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-226
- 2.58%
$94.39 - $96.15 $21.3K - $21.7K
8.54K $819K
WCBR
Wisdomtree Tr Cybersecurity Fu

ETFs
-279
- 3.0%
$23.28 - $25.99 $6.5K - $7.25K
9.01K $229K
AOA
Ishares Tr Core Aggressive All

ETFs
-257
- 6.82%
$72.11 - $79.05 $18.5K - $20.3K
3.51K $277K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-266
- 6.96%
$55.06 - $62.25 $14.6K - $16.6K
3.56K $218K
Wisdomtree Tr
-208
- 2.71%
N/A
7.48K $0
CTSH
Cognizant Technology Solutions Corp

Technology
-581
- 10.62%
$66.89 - $77.87 $38.9K - $45.2K
4.89K $377K
GNOM
Global X Fds Genomics & Biotec

ETFs
-221
- 1.73%
$10.32 - $11.8 $2.28K - $2.61K
12.6K $141K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-219
- 2.34%
$24.38 - $30.06 $5.34K - $6.58K
9.13K $272K
UNH
Unitedhealth Group Inc

Healthcare
-58
- 8.98%
$488.01 - $604.18 $28.3K - $35K
588 $343K
U
Unity Software Inc.

Technology
-6K
- 24.07%
$13.93 - $23.19 $83.6K - $139K
18.9K $428K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-138
- 1.35%
$91.37 - $101.65 $12.6K - $14K
10.1K $1.03M
USXF
Ishares Esg Advanced Msci Usa

Technology
-187
- 0.65%
$43.59 - $49.35 $8.15K - $9.23K
28.7K $1.41M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.04K
- 2.96%
$32.04 - $37.11 $33.3K - $38.6K
34K $1.24M
SDG
Ishares Trust Ishares Msci Glo

ETFs
-290
- 2.35%
$74.95 - $85.33 $21.7K - $24.7K
12K $1.02M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-276
- 1.21%
$75.63 - $84.89 $20.9K - $23.4K
22.6K $1.9M
VTWO
Vanguard Russell 2000 ETF

ETFs
-1.22K
- 3.42%
$81.17 - $90.77 $99.3K - $111K
34.6K $3.09M
TSLA
Tesla, Inc.

Consumer Cyclical
-20
- 0.8%
$191.76 - $263.26 $3.84K - $5.27K
2.49K $651K
USRT
Ishares Core U.S. Reit ETF

ETFs
-47
- 0.2%
$53.07 - $62.66 $2.49K - $2.95K
23.4K $1.44M
BOND
Pimco Active Bond Exchange Tra

ETFs
-892
- 1.16%
$90.01 - $95.32 $80.3K - $85K
76.2K $7.21M
AAPL
Apple Inc.

Technology
-455
- 2.77%
$207.23 - $234.82 $94.3K - $107K
16K $3.72M
IWV
Ishares Russell 3000 ETF

ETFs
-240
- 1.13%
$294.75 - $326.73 $70.7K - $78.4K
21.1K $6.89M
IWC
Russell Micro Cap ETF

ETFs
-3.45K
- 3.31%
$112.21 - $129.46 $387K - $446K
101K $12.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.72K
- 0.34%
$520.18 - $576.82 $893K - $990K
504K $291M
Activity Summary
Buys All Purchases 25 New Holdings 7 Increased Positions 18 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 1 Puts 5
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