Halbert Hargrove Global Advisors, LLC Sells in Q3 2025

Halbert Hargrove Global Advisors, LLC

  • $2.02 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-523K
- 8.71%
$49.41 - $54.08 $25.8M - $28.3M
5.48M $295M
ISRG
Intuitive Surgical Inc

Healthcare
-36
- 0.79%
$433.66 - $544.47 $15.6K - $19.6K
4.51K $2.02M
CTSH
Cognizant Technology Solutions Corp

Technology
-3.38K
- 98.63%
$66.67 - $80.98 $225K - $274K
47 $3K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-1.79K
- 31.0%
$95.22 - $96.21 $171K - $173K
3.99K $384K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.09K
- 2.15%
$100.16 - $100.7 $109K - $110K
49.6K $5M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-277
- 27.0%
$136.48 - $142.97 $37.8K - $39.6K
749 $104K
MRK
Merck & Co., Inc.

Healthcare
-447
- 59.76%
$77.6 - $87.37 $34.7K - $39.1K
301 $25K
LLY
Eli Lilly & CO

Healthcare
-3
- 0.16%
$625.65 - $812.69 $1.88K - $2.44K
1.85K $1.41M
NKE
Nike, Inc.

Consumer Cyclical
-334
- 83.5%
$69.24 - $79.24 $23.1K - $26.5K
66 $4K
BOND
Pimco Active Bond Exchange Tra

ETFs
-1.21K
- 1.55%
$90.83 - $93.81 $110K - $113K
76.8K $7.17M
USFR
Wisdomtree Floating Rate Treas

ETFs
-364
- 95.29%
$50.23 - $50.48 $18.3K - $18.4K
18 $0
VCR
Vanguard Consumer Discretionar

ETFs
-47
- 41.96%
$359.61 - $401.35 $16.9K - $18.9K
65 $25K
AWK
American Water Works Company, Inc.

Utilities
-72
- 57.14%
$135.05 - $147.0 $9.72K - $10.6K
54 $7K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-218
- 13.85%
$62.09 - $66.51 $13.5K - $14.5K
1.36K $88K
ILCV
Ishares Morningstar Value ETF

ETFs
-142
- 20.2%
$82.86 - $90.02 $11.8K - $12.8K
561 $50K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-68
- 3.24%
$91.44 - $91.77 $6.22K - $6.24K
2.03K $186K
AOR
Ishares Tr Core Growth Allocat

ETFs
-571
- 5.0%
$60.99 - $64.39 $34.8K - $36.8K
10.8K $698K
WCBR
Wisdomtree Tr Cybersecurity Fu

ETFs
-2
- 0.02%
$28.9 - $32.4 $57.8 - $64.8
8.29K $260K
WWD
Woodward, Inc.

Industrials
-18
- 21.43%
$237.33 - $266.1 $4.27K - $4.79K
66 $16K
VTV
Vanguard Value ETF

ETFs
-48
- 8.12%
$175.51 - $186.57 $8.42K - $8.96K
543 $101K
ADBE
Adobe Inc.

Technology
-6
- 22.22%
$333.65 - $392.1 $2K - $2.35K
21 $7K
SPGI
S&P Global Inc.

Financial Services
-5
- 45.45%
$484.94 - $564.15 $2.42K - $2.82K
6 $2K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-50
- 43.48%
$45.4 - $47.61 $2.27K - $2.38K
65 $3K
CTAS
Cintas Corp

Industrials
-1
- 3.03%
$199.29 - $226.27 $199 - $226
32 $6K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-2
- 40.0%
$21.77 - $22.57 $43.5 - $45.1
3 $0
Wisdomtree Tr
-6
- 0.09%
N/A
7.02K $0
J P Morgan Exchange Traded F
-4
- 28.57%
N/A
10 $0
USRT
Ishares Core U.S. Reit ETF

ETFs
-528
- 3.6%
$55.64 - $59.37 $29.4K - $31.3K
14.2K $830K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-23
- 4.32%
$72.65 - $78.68 $1.67K - $1.81K
509 $39K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-93
- 6.03%
$210.88 - $226.87 $19.6K - $21.1K
1.45K $328K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-320
- 6.56%
$28.92 - $32.19 $9.25K - $10.3K
4.56K $145K
IDV
Ishares Tr

ETFs
-32
- 0.84%
$34.54 - $37.28 $1.11K - $1.19K
3.78K $138K
VTI
Vanguard Total Stock Market Et

ETFs
-20
- 2.59%
$303.93 - $329.86 $6.08K - $6.6K
753 $247K
NTSE
Wisdomtree Tr Emerging Mkts Ef

ETFs
-208
- 2.5%
$32.96 - $36.83 $6.86K - $7.66K
8.1K $293K
VUG
Vanguard Growth ETF

ETFs
-19
- 2.13%
$433.97 - $484.08 $8.25K - $9.2K
871 $417K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-203
- 2.69%
$133.48 - $144.38 $27.1K - $29.3K
7.33K $1.04M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
-620
- 3.88%
$132.51 - $145.94 $82.2K - $90.5K
15.3K $2.21M
USXF
Ishares Esg Advanced Msci Usa

Technology
-439
- 1.43%
$53.69 - $57.31 $23.6K - $25.2K
30.4K $1.74M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-58
- 0.17%
$39.06 - $43.42 $2.27K - $2.52K
33.3K $1.45M
VTWO
Vanguard Russell 2000 ETF

ETFs
-2.09K
- 5.26%
$86.92 - $99.32 $182K - $208K
37.7K $3.69M
VEA
Vanguard Ftse Developed Market

ETFs
-6.5K
- 2.97%
$56.02 - $60.3 $364K - $392K
212K $12.7M
VONE
Vanguard Russell 1000 ETF

ETFs
-1.19K
- 3.23%
$280.68 - $303.97 $335K - $363K
35.7K $10.8M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-13.4K
- 3.36%
$72.04 - $77.35 $964K - $1.04M
385K $29.6M
IWC
Russell Micro Cap ETF

ETFs
-2.24K
- 2.43%
$127.86 - $151.39 $286K - $339K
89.9K $13.4M
EEM
Ishares Msci Emerging Markets

ETFs
-39.3K
- 3.3%
$48.07 - $53.4 $1.89M - $2.1M
1.15M $61.5M
NTSI
Wisdomtree Tr Intl Efficient C

ETFs
-24.1K
- 0.76%
$40.12 - $43.16 $966K - $1.04M
3.12M $134M
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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