Halbert Hargrove Global Advisors, LLC Portfolio Holdings

Halbert Hargrove Global Advisors, LLC

  • $1.76 Billion
  • Q1 2025

Halbert Hargrove Global Advisors, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.76 Billion distributed in 682 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $280M, Wisdomtree Tr Wisdomtree U.S. with a value of $271M, Ishares Tr with a value of $195M, Spdr Bloomberg 1 3 Month T Bil with a value of $149M, and Ishares Tr with a value of $138M.

Examining the 13F form we can see an decrease of $35.1M in the current position value, from $1.79B to 1.76B. Also it can be appreciated an additional of 388 stocks purchases and 1 closed positions.

Below you can find more details about Halbert Hargrove Global Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.76 Billion
ETFs: $1.71 Billion
Technology: $12.5 Million
Industrials: $8.22 Million
Consumer Cyclical: $7.66 Million
Healthcare: $7.55 Million
Communication Services: $4.15 Million
Financial Services: $2.14 Million
Consumer Defensive: $1.03 Million
Other: $371,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$168,000 0.01% of portfolio
4,390
Q4 2024 New
$0
$111,000 0.01% of portfolio
1,520
Q1 2025 Reduced 7.77%
$0
$131,000 0.01% of portfolio
1,462
Q1 2025 Added 9.27%
$0
$210,000 0.01% of portfolio
952
Q4 2024 Reduced 9.51%
$0
$211,000 0.01% of portfolio
773
Q1 2025 Added 17.66%
$0
$101,000 0.01% of portfolio
592
Q4 2024 New
$0
$140,000 0.01% of portfolio
6,118
Q1 2025 Reduced 85.99%
$0
$121,000 0.01% of portfolio
3,900
Q1 2025 Reduced 1.14%
$0
$197,000 0.01% of portfolio
1,615
Q4 2024 New
$0
$95,000 0.01% of portfolio
4,328
Q4 2024 New
$0
$122,000 0.01% of portfolio
4,880
Q4 2024 Added 146.46%
$0
$104,000 0.01% of portfolio
2,787
Q1 2025 New
$0
$121,000 0.01% of portfolio
5,664
Q4 2024 New
$0
$173,000 0.01% of portfolio
8,699
Q1 2025 Added 283.38%
$0
$93,000 0.01% of portfolio
3,510
Q4 2024 New
$0
$173,000 0.01% of portfolio
8,990
Q1 2025 Reduced 6.06%
$0
$229,000 0.01% of portfolio
8,323
Q1 2025 Reduced 6.97%
$0
$255,000 0.01% of portfolio
5,073
Q1 2025 Reduced 99.73%
$0
$98,000 0.01% of portfolio
1,008
Q4 2024 New
$0
$199,000 0.01% of portfolio
2,523
Q1 2025 Reduced 20.56%
$0
$125,000 0.01% of portfolio
3,688
Q1 2025 Reduced 58.68%
$0
$92,000 0.01% of portfolio
171
Q1 2025 Added 22.14%
$0
$160,000 0.01% of portfolio
1,258
Q1 2025 Added 4.14%
$0
$232,000 0.01% of portfolio
1,788
Q1 2025 Added 0.28%
$0
$133,000 0.01% of portfolio
718
Q4 2024 New
$0
$206,000 0.01% of portfolio
3,483
Q4 2024 Reduced 2.05%
$0
$143,000 0.01% of portfolio
2,296
Q4 2024 New
$0
$105,000 0.01% of portfolio
619
Q1 2025 Added 40.36%
$0
$63,000 0.0% of portfolio
1,165
Q4 2024 New
$0
$79,000 0.0% of portfolio
784
Q1 2025 Added 668.63%
$0
$55,000 0.0% of portfolio
769
Q4 2024 New
$0
$16,000 0.0% of portfolio
66
Q4 2024 New
$0
$63,000 0.0% of portfolio
251
Q4 2024 New
$0
$22,000 0.0% of portfolio
542
Q1 2025 Added 3.44%
$0
$21,000 0.0% of portfolio
189
Q1 2025 New
$0
$5,000 0.0% of portfolio
111
Q1 2025 New
$0
$20,000 0.0% of portfolio
343
Q1 2025 New
$0
$12,000 0.0% of portfolio
219
Q1 2025 New
$0
$0 0.0% of portfolio
1
Q4 2024 New
$0
$6,000 0.0% of portfolio
70
Q4 2024 New
$0
$10,000 0.0% of portfolio
69
Q1 2025 New
$0
$56,000 0.0% of portfolio
174
Q1 2025 Added 19.18%
$0
$9,000 0.0% of portfolio
44
Q1 2025 New
$0
$9,000 0.0% of portfolio
72
Q1 2025 New
$0
$10,000 0.0% of portfolio
89
Q1 2025 New
$0
$8,000 0.0% of portfolio
33
Q1 2025 New
$0
$12,000 0.0% of portfolio
73
Q4 2024 New
$0
$7,000 0.0% of portfolio
144
Q1 2025 Added 1,500.0%
$0
$0 0.0% of portfolio
0
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 682
  • Current Value $1.76 Billion
  • Prior Value $1.79 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 388 stocks
  • Additional Purchases 120 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 62 stocks
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