Halbert Hargrove Global Advisors, LLC Portfolio Holdings
Halbert Hargrove Global Advisors, LLC
- $1.81 Billion
- Q3 2024
Halbert Hargrove Global Advisors, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.81 Billion distributed in 103 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 $291M, Wisdomtree Tr Wisdomtree U.S. with a value of $287M, Ishares Tr with a value of $192M, Ishares Tr Russell 1000 ETF with a value of $162M, and Ishares Tr with a value of $138M.
Examining the 13F form we can see an increase of $83.8M in the current position value, from $1.72B to 1.81B.
Below you can find more details about Halbert Hargrove Global Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.81 Billion
ETFs: $1.76 Billion
Technology: $21.5 Million
Consumer Cyclical: $9.77 Million
Healthcare: $6.62 Million
Industrials: $6.26 Million
Communication Services: $3.93 Million
Financial Services: $970,000
Consumer Defensive: $744,000
Other: $0
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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