Halbert Hargrove Global Advisors, LLC Portfolio Holdings
Halbert Hargrove Global Advisors, LLC
- $1.79 Billion
- Q4 2024
Halbert Hargrove Global Advisors, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.79 Billion distributed in 334 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 $297M, Wisdomtree Tr Wisdomtree U.S. with a value of $284M, Ishares Tr with a value of $202M, Ishares Tr Russell 1000 ETF with a value of $164M, and Ishares Tr with a value of $129M.
Examining the 13F form we can see an decrease of $13.3M in the current position value, from $1.81B to 1.79B.
Below you can find more details about Halbert Hargrove Global Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.79 Billion
ETFs: $1.74 Billion
Technology: $17.7 Million
Consumer Cyclical: $9.62 Million
Healthcare: $7.43 Million
Industrials: $6.19 Million
Communication Services: $4.71 Million
Financial Services: $2.14 Million
Consumer Defensive: $935,000
Other: $225,000
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 334
- Current Value $1.79 Billion
- Prior Value $1.81 Billion
- Filing
- Period Q4 2024
- Filing Date February 05, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 233 stocks
- Additional Purchases 29 stocks
- Sold out of 0 stocks
- Reduced holdings in 36 stocks