Halbert Hargrove Global Advisors, LLC Sells in Q2 2025

Halbert Hargrove Global Advisors, LLC

  • $1.89 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VNQI
Vanguard Global Ex U.S. Real

ETFs
-375
- 71.56%
$37.77 - $46.15 $14.2K - $17.3K
149 $6K
VCR
Vanguard Consumer Discretionar

ETFs
-34
- 23.29%
$290.42 - $364.35 $9.87K - $12.4K
112 $40K
GATX
Gatx Corp

Industrials
-95
Closed
$141.27 - $159.24 $13.4K - $15.1K
0 $0
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-375
Closed
$35.3 - $37.51 $13.2K - $14.1K
0 $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-380
- 12.73%
$24.32 - $27.87 $9.24K - $10.6K
2.6K $69K
ILCV
Ishares Morningstar Value ETF

ETFs
-177
- 20.11%
$72.16 - $83.39 $12.8K - $14.8K
703 $58K
GXO
Gxo Logistics, Inc.

Industrials
-317
Closed
$31.53 - $49.1 $10K - $15.6K
0 $0
LVS
Las Vegas Sands Corp

Consumer Cyclical
-97
- 10.06%
$30.7 - $44.12 $2.98K - $4.28K
867 $37K
NOW
Service Now, Inc.

Technology
-10
Closed
$721.65 - $1040.18 $7.22K - $10.4K
0 $0
PCAR
Paccar Inc

Industrials
-99
- 69.72%
$86.4 - $99.09 $8.55K - $9.81K
43 $4K
TTE
Total Energies Se

Energy
-140
- 68.97%
N/A
63 $4K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-280
Closed
$25.48 - $27.78 $7.13K - $7.78K
0 $0
NEE
Nextera Energy Inc

Utilities
-86
- 66.67%
$64.11 - $75.0 $5.51K - $6.45K
43 $2K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-71
- 20.58%
$141.37 - $228.57 $10K - $16.2K
274 $62K
TWLO
Twilio Inc

Communication Services
-57
Closed
$81.34 - $124.36 $4.64K - $7.09K
0 $0
BHP
Bhp Group LTD

Basic Materials
-126
Closed
$40.22 - $50.88 $5.07K - $6.41K
0 $0
USB
Us Bancorp \De\

Financial Services
-107
- 47.14%
$36.4 - $45.76 $3.89K - $4.9K
120 $5K
HWM
Howmet Aerospace Inc.

Industrials
-36
- 92.31%
$112.33 - $186.13 $4.04K - $6.7K
3 $0
AMZN
Amazon Com Inc

Consumer Cyclical
-21
- 8.57%
$167.32 - $223.3 $3.51K - $4.69K
224 $49K
F
Ford Motor CO

Consumer Cyclical
-482
Closed
$8.69 - $10.85 $4.19K - $5.23K
0 $0
TM
Toyota Motor Corp

Consumer Cyclical
-21
Closed
$158.63 - $195.39 $3.33K - $4.1K
0 $0
RSP
Invesco S&P 500 Equal Weight E

ETFs
-23
- 26.44%
$152.93 - $181.74 $3.52K - $4.18K
64 $11K
TJX
Tjx Companies Inc

Consumer Cyclical
-31
- 18.13%
$119.13 - $135.03 $3.69K - $4.19K
140 $17K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-69
- 7.42%
$90.56 - $109.49 $6.25K - $7.55K
861 $94K
PCG
Pg&E Corp

Utilities
-150
Closed
$13.55 - $17.87 $2.03K - $2.68K
0 $0
RXO
Rxo, Inc.
-158
Closed
$12.58 - $19.55 $1.99K - $3.09K
0 $0
DIS
Walt Disney CO

Communication Services
-33
- 43.42%
$81.72 - $124.01 $2.7K - $4.09K
43 $5K
VGT
Vanguard Information Technolog

ETFs
-11
- 7.86%
$470.37 - $663.28 $5.17K - $7.3K
129 $85K
IFGL
Ishares International Develope

ETFs
-704
- 17.13%
$18.5 - $22.72 $13K - $16K
3.41K $77K
KBH
Kb Home

Consumer Cyclical
-25
Closed
$50.15 - $58.93 $1.25K - $1.47K
0 $0
JPIE
J P Morgan Exchange Traded Fd
-25
Closed
$45.12 - $46.32 $1.13K - $1.16K
0 $0
NOC
Northrop Grumman Corp

Industrials
-2
- 40.0%
$456.3 - $540.39 $913 - $1.08K
3 $1K
SPGI
S&P Global Inc.

Financial Services
-1
- 8.33%
$438.31 - $527.29 $438 - $527
11 $5K
SOUN
Soundhound Ai, Inc.

Technology
-1
- 25.0%
$7.18 - $11.76 $7.18 - $11.8
3 $0
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
0
Closed
$8.01 - $16.55 $0 - $0
0 $0
CME
Cme Group Inc.

Financial Services
-2
- 20.0%
$252.37 - $290.71 $505 - $581
8 $2K
Wisdomtree Tr
-436
- 5.84%
N/A
7.03K $0
VGSH
Vanguard

ETFs
-1
Closed
$58.32 - $58.95 $58.3 - $59
0 $0
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-1
Closed
$61.03 - $67.59 $61 - $67.6
0 $0
XLU
Utilities Sector Spdr

ETFs
0
Closed
$73.09 - $82.77 $0 - $0
0 $0
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-2
Closed
$171.4 - $227.1 $343 - $454
0 $0
Cara Therapeutics Inc
0
Closed
N/A
0 $0
DFAI
Dimensional ETF Tr

ETFs
0
Closed
$28.02 - $34.71 $0 - $0
0 $0
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-1
- 50.0%
$97.29 - $105.63 $97.3 - $106
1 $0
FDIG
Fidelity Covington Tr Crypto I

ETFs
-1
Closed
$21.38 - $35.6 $21.4 - $35.6
0 $0
FDRR
Fidelity Covington Tr Divid Et

ETFs
0
Closed
$43.98 - $54.23 $0 - $0
0 $0
GE
General Electric CO

Industrials
-6
- 28.57%
$166.81 - $257.39 $1K - $1.54K
15 $3K
Ge Vernova Inc
-1
- 25.0%
N/A
3 $0
IBM
International Business Machines Corp

Technology
-1
Closed
$221.03 - $294.78 $221 - $295
0 $0
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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