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 Market Cap. of $200 Billions or more
