Halbert Hargrove Global Advisors, LLC Portfolio Holdings
Halbert Hargrove Global Advisors, LLC
- $1.72 Billion
- Q2 2024
Halbert Hargrove Global Advisors, LLC has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.72 Billion distributed in 104 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 $277M, Wisdomtree Tr Wisdomtree U.S. with a value of $268M, Ishares Tr with a value of $179M, Ishares Tr Russell 1000 ETF with a value of $137M, and Ishares Tr with a value of $126M.
Examining the 13F form we can see an increase of $196M in the current position value, from $1.53B to 1.72B.
Below you can find more details about Halbert Hargrove Global Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.72 Billion
ETFs: $1.66 Billion
Technology: $19.6 Million
Consumer Cyclical: $14 Million
Healthcare: $8.35 Million
Industrials: $5.36 Million
Communication Services: $4.42 Million
Financial Services: $1.45 Million
Consumer Defensive: $378,000
Other: $0