Halbert Hargrove Global Advisors, LLC Portfolio Holdings
Halbert Hargrove Global Advisors, LLC
- $2.02 Billion
- Q3 2025
Halbert Hargrove Global Advisors, LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.02 Billion distributed in 736 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 $336M, Wisdomtree Tr Wisdomtree U.S. with a value of $295M, Ishares Tr with a value of $241M, Ishares Tr Russell 1000 ETF with a value of $173M, and Ishares Tr with a value of $159M.
Examining the 13F form we can see an increase of $129M in the current position value, from $1.89B to 2.02B.
Below you can find more details about Halbert Hargrove Global Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.02 Billion
ETFs: $1.96 Billion
Technology: $16 Million
Consumer Cyclical: $15.8 Million
Communication Services: $10 Million
Healthcare: $7.37 Million
Financial Services: $4.01 Million
Real Estate: $1.06 Million
Industrials: $1.05 Million
Other: $1.52 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 736
- Current Value $2.02 Billion
- Prior Value $1.89 Billion
- Filing
- Period Q3 2025
- Filing Date October 16, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 438 stocks
- Additional Purchases 135 stocks
- Sold out of 0 stocks
- Reduced holdings in 47 stocks