Halbert Hargrove Global Advisors, LLC Closed Positions in Q2 2025

Halbert Hargrove Global Advisors, LLC

  • $1.89 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-66.9K
Closed
$24.66 - $25.17 $1.65M - $1.69M
0 $0
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-5.73K
Closed
$100.35 - $100.71 $575K - $577K
0 $0
K
Kellogg CO

Consumer Defensive
-6.57K
Closed
$77.85 - $82.88 $511K - $544K
0 $0
DBX
Dropbox, Inc.

Technology
-6.5K
Closed
$25.42 - $29.7 $165K - $193K
0 $0
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-2.8K
Closed
$46.47 - $47.67 $130K - $134K
0 $0
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-816
Closed
$56.88 - $70.77 $46.4K - $57.7K
0 $0
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-210
Closed
$212.1 - $244.27 $44.5K - $51.3K
0 $0
MUB
Ishares National Muni Bond ETF

ETFs
-361
Closed
$102.31 - $105.8 $36.9K - $38.2K
0 $0
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
NOW
Service Now, Inc.

Technology
-10
Closed
$721.65 - $1040.18 $7.22K - $10.4K
0 $0
SPTL
Spdr Portfolio Long Term Treas

ETFs
-280
Closed
$25.48 - $27.78 $7.13K - $7.78K
0 $0
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
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
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
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
PLUG
Plug Power Inc

Industrials
-254
Closed
$0.7 - $1.49 $178 - $378
0 $0
FDIG
Fidelity Covington Tr Crypto I

ETFs
-1
Closed
$21.38 - $35.6 $21.4 - $35.6
0 $0
XLP
Consumer Staples Sector Spdr

ETFs
-1
Closed
N/A
0 $0
XLE
Energy Sector Spdr

ETFs
0
Closed
$76.44 - $94.13 $0 - $0
0 $0
XLU
Utilities Sector Spdr

ETFs
0
Closed
$73.09 - $82.77 $0 - $0
0 $0
RH
Rh

Consumer Cyclical
0
Closed
$145.66 - $249.35 $0 - $0
0 $0
DFAI
Dimensional ETF Tr

ETFs
0
Closed
$28.02 - $34.71 $0 - $0
0 $0
Cara Therapeutics Inc
0
Closed
N/A
0 $0
Arm Holdings PLC
-1
Closed
N/A
0 $0
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
0
Closed
$8.01 - $16.55 $0 - $0
0 $0
IYM
Ishares Tr

ETFs
-1
Closed
$116.16 - $140.01 $116 - $140
0 $0
OKE
Oneok Inc

Energy
0
Closed
$78.71 - $100.37 $0 - $0
0 $0
IUSB
Ishares Core Total Usd Bond Ma

ETFs
0
Closed
$45.12 - $46.23 $0 - $0
0 $0
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-2
Closed
$171.4 - $227.1 $343 - $454
0 $0
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-1
Closed
$42.95 - $53.21 $43 - $53.2
0 $0
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-1
Closed
$51.36 - $62.5 $51.4 - $62.5
0 $0
IBM
International Business Machines Corp

Technology
-1
Closed
$221.03 - $294.78 $221 - $295
0 $0
ENFR
Alerian Energy Infrastructure

ETFs
0
Closed
$28.49 - $33.44 $0 - $0
0 $0
FDRR
Fidelity Covington Tr Divid Et

ETFs
0
Closed
$43.98 - $54.23 $0 - $0
0 $0
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
-2
Closed
$79.01 - $97.45 $158 - $195
0 $0
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-1
Closed
$61.03 - $67.59 $61 - $67.6
0 $0
KMI
Kinder Morgan, Inc.

Energy
0
Closed
$25.21 - $29.4 $0 - $0
0 $0
FDRV
Fidelity Covington Tr Elec Veh
0
Closed
$10.81 - $14.81 $0 - $0
0 $0
VGSH
Vanguard

ETFs
-1
Closed
$58.32 - $58.95 $58.3 - $59
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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