Halbert Hargrove Global Advisors, LLC Purchases in Q4 2024

Halbert Hargrove Global Advisors, LLC

  • $1.79 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
1.9M
New
$50.23 - $50.46 $95.7M - $96.1M
1.9M $95.9M
LRGF
Ishares Tr

ETFs
79.4K
+ 2.43%
$58.25 - $63.26 $4.63M - $5.03M
3.35M $202M
IVV
Ishares Core S&P 500 ETF

ETFs
958
+ 0.19%
$570.51 - $610.59 $547K - $585K
505K $297M
IEMG
Ishares Inc

ETFs
49.6K
+ 2.28%
N/A
2.22M $119M
IWM
Ishares Russell 2000 ETF

ETFs
6.05K
+ 1.75%
$216.13 - $242.4 $1.31M - $1.47M
352K $77.9M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.73K
New
$100.16 - $100.7 $574K - $577K
5.73K $575K
TSLA
Tesla, Inc.

Consumer Cyclical
243
+ 9.76%
$213.65 - $479.86 $51.9K - $117K
2.73K $1.1M
INTF
Ishares Tr

ETFs
282K
+ 9.85%
$28.54 - $31.26 $8.04M - $8.81M
3.14M $90.2M
AAPL
Apple Inc.

Technology
103
+ 0.65%
$221.69 - $259.02 $22.8K - $26.7K
16.1K $4.02M
ISRG
Intuitive Surgical Inc

Healthcare
303
+ 6.66%
$471.27 - $550.62 $143K - $167K
4.85K $2.53M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.35K
+ 4.48%
$100.22 - $100.73 $236K - $237K
54.8K $5.5M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
5.7K
New
$31.2 - $41.46 $178K - $236K
5.7K $213K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
9.57K
New
$19.51 - $23.42 $187K - $224K
9.57K $210K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.62K
New
$124.26 - $134.12 $201K - $217K
1.62K $207K
GOOGL
Alphabet Inc.

Communication Services
107
+ 1.39%
$161.86 - $196.66 $17.3K - $21K
7.81K $1.48M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.46K
New
$55.45 - $61.08 $192K - $211K
3.46K $191K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
4.39K
New
$41.09 - $45.94 $180K - $202K
4.39K $184K
META
Meta Platforms, Inc.

Communication Services
290
New
$554.08 - $632.68 $161K - $183K
290 $171K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.13K
New
$80.13 - $83.77 $170K - $178K
2.13K $170K
NVDA
Nvidia Corp

Technology
1.19K
New
$117.0 - $148.88 $140K - $178K
1.19K $160K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.21K
New
$126.68 - $134.74 $153K - $163K
1.21K $154K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
333
New
$442.29 - $483.08 $147K - $161K
333 $150K
VBR
Vanguard Small Cap Value ETF

ETFs
718
New
$197.36 - $217.3 $142K - $156K
718 $142K
V
Visa Inc.

Financial Services
435
New
$273.87 - $320.91 $119K - $140K
435 $137K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.3K
New
$58.88 - $64.8 $135K - $149K
2.3K $135K
GOOG
Alphabet Inc.

Communication Services
99
+ 2.04%
$163.08 - $198.16 $16.1K - $19.6K
4.95K $942K
BAC
Bank Of America Corp

Financial Services
3K
New
$39.22 - $47.77 $118K - $143K
3K $131K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
2.8K
New
$46.52 - $48.32 $130K - $135K
2.8K $130K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5.66K
New
$22.01 - $66.82 $125K - $378K
5.66K $128K
HPI
John Hancock Preferred Income Fund

Financial Services
7.62K
New
$16.37 - $19.3 $125K - $147K
7.62K $126K
VNQ
Vanguard Specialized Funds Van

ETFs
1.34K
New
$87.85 - $98.6 $118K - $132K
1.34K $119K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
898
New
$131.66 - $144.0 $118K - $129K
898 $118K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.65K
New
$71.75 - $75.11 $118K - $124K
1.65K $118K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
9.45K
New
$11.34 - $12.27 $107K - $116K
9.45K $112K
AOR
Ishares Tr Core Growth Allocat

ETFs
1.94K
New
$57.32 - $59.66 $111K - $115K
1.94K $110K
IDV
Ishares Tr

ETFs
3.95K
New
$27.03 - $29.92 $107K - $118K
3.95K $108K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
930
New
$113.92 - $127.38 $106K - $118K
930 $107K
COST
Costco Wholesale Corp

Consumer Defensive
111
New
$873.59 - $994.69 $97K - $110K
111 $101K
VTV
Vanguard Value ETF

ETFs
592
New
$168.32 - $181.87 $99.6K - $108K
592 $100K
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.33K
New
$22.4 - $68.28 $96.9K - $296K
4.33K $100K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
3.51K
New
$27.45 - $55.56 $96.3K - $195K
3.51K $99K
DHS
Wisdomtree Tr U.S

ETFs
1.01K
New
$92.66 - $100.58 $93.4K - $101K
1.01K $94K
USXF
Ishares Esg Advanced Msci Usa

Technology
1.39K
+ 4.83%
$48.45 - $52.57 $67.2K - $73K
30.1K $1.5M
VGT
Vanguard Information Technolog

ETFs
140
New
$571.78 - $647.97 $80K - $90.7K
140 $87K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.98K
New
$26.93 - $84.95 $80.4K - $253K
2.98K $81K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
9.9K
New
$8.17 - $8.66 $80.9K - $85.7K
9.9K $80K
IFGL
Ishares International Develope

ETFs
4.11K
New
$18.78 - $22.81 $77.2K - $93.7K
4.11K $79K
QUAL
Ishares Msci Usa Quality Facto

ETFs
441
New
$176.42 - $186.91 $77.8K - $82.4K
441 $78K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.24K
New
$61.68 - $67.87 $76.3K - $84K
1.24K $77K
Activity Summary
Buys All Purchases 262 New Holdings 233 Increased Positions 29 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 3
Track This Portfolio

Track Halbert Hargrove Global Advisors, LLC Portfolio

Follow Halbert Hargrove Global Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Halbert Hargrove Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Halbert Hargrove Global Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email