Halbert Hargrove Global Advisors, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.89 Billion distributed in 311 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 $309M, Wisdomtree Tr Wisdomtree U.S. with a value of $300M, Ishares Tr with a value of $218M, Ishares Tr Russell 1000 ETF with a value of $158M, and Ishares Tr with a value of $151M.
Examining the 13F form we can see an increase of $99.1M in the current position value, from $1.79B to 1.89B.
Also it can be appreciated an additional of 10 stocks purchases and 45 closed positions.
Below you can find more details about Halbert Hargrove Global Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.89 Billion
ETFs: $1.85 Billion
Consumer Cyclical: $14.4 Million
Technology: $12.4 Million
Healthcare: $7.48 Million
Communication Services: $4.62 Million
Financial Services: $2.36 Million
Consumer Defensive: $447,000
Industrials: $327,000
Other: $183,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
