Halbert Hargrove Global Advisors, LLC Incresed Positions in Q4 2025

Halbert Hargrove Global Advisors, LLC

  • $2.04 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
INTF
Ishares Tr

ETFs
68K
+ 2.08%
$35.44 - $37.17 $2.41M - $2.53M
3.33M $123M
IEFA
Ishares Tr

ETFs
29K
+ 1.59%
$86.09 - $89.88 $2.5M - $2.61M
1.85M $164M
LRGF
Ishares Tr

ETFs
76.6K
+ 2.2%
$67.34 - $70.85 $5.16M - $5.43M
3.56M $245M
EFA
Ishares Tr Msci Eafe ETF

ETFs
14.7K
+ 3.49%
$92.24 - $96.56 $1.35M - $1.42M
435K $41.5M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.53K
+ 0.29%
$42.26 - $44.28 $191K - $200K
1.59M $69.5M
IWB
Ishares Tr Russell 1000 ETF

ETFs
424
+ 0.09%
$358.39 - $376.54 $152K - $160K
474K $174M
IEMG
Ishares Inc

ETFs
12.6K
+ 0.56%
N/A
2.27M $122M
VTI
Vanguard Total Stock Market Et

ETFs
1.79K
+ 237.45%
$321.8 - $337.95 $575K - $604K
2.54K $838K
XLY
Select Sector Spdr Consumer Di

ETFs
1.64K
+ 100.37%
$228.75 - $242.18 $374K - $396K
3.26K $753K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.21K
+ 183.36%
$72.17 - $75.74 $304K - $319K
6.51K $487K
JPIB
Jpmorgan International Bond Op

ETFs
4.26K
+ 3.32%
$48.68 - $49.38 $207K - $210K
133K $6.48M
VUG
Vanguard Growth ETF

ETFs
377
+ 43.28%
$470.44 - $504.26 $177K - $190K
1.25K $603K
JPM
Jpmorgan Chase & CO

Financial Services
631
+ 114.52%
$294.11 - $320.41 $186K - $202K
1.18K $355K
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.1K
+ 2296.4%
$28.46 - $29.45 $145K - $150K
5.32K $154K
HON
Honeywell International Inc

Industrials
637
+ 297.66%
$194.07 - $220.67 $124K - $141K
851 $166K
SPGI
S&P Global Inc.

Financial Services
244
+ 4066.67%
$472.05 - $502.96 $115K - $123K
250 $122K
WMT
Walmart Inc.

Consumer Defensive
1.13K
+ 41.58%
$101.18 - $109.03 $114K - $123K
3.85K $396K
TXN
Texas Instruments Inc

Technology
591
+ 229.07%
N/A
849 $165K
ITOT
Ishares Core S&P Total U.S. St

ETFs
755
+ 45.56%
$142.79 - $150.05 $108K - $113K
2.41K $352K
PEP
Pepsico Inc

Consumer Defensive
730
+ 306.72%
$138.84 - $153.71 $101K - $112K
968 $143K
KMB
Kimberly Clark Corp

Consumer Defensive
817
+ 2635.48%
$100.05 - $123.23 $81.7K - $101K
848 $88K
XLK
Technology Sector Spdr

ETFs
282
+ 100.0%
$278.39 - $304.13 $78.5K - $85.8K
564 $162K
VTV
Vanguard Value ETF

ETFs
385
+ 70.9%
$182.87 - $189.72 $70.4K - $73K
928 $173K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
714
+ 17.88%
$95.75 - $96.31 $68.4K - $68.8K
4.71K $451K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
754
+ 1.52%
$100.33 - $100.69 $75.6K - $75.9K
50.4K $5.06M
GE
General Electric CO

Industrials
211
+ 390.74%
$291.49 - $314.28 $61.5K - $66.3K
265 $79K
BND
Vanguard Bd Index Fd Inc Total

ETFs
803
+ 26766.67%
$74.09 - $75.1 $59.5K - $60.3K
806 $59K
XOM
Exxon Mobil Corp

Energy
455
+ 122.97%
$110.64 - $119.78 $50.3K - $54.5K
825 $97K
BNDX
Vanguard Total International B

ETFs
1.08K
+ 11988.89%
$49.3 - $49.91 $53.2K - $53.9K
1.09K $53K
TQQQ
Proshares Ultrapro Qqq

ETFs
426
+ 100.0%
$97.07 - $120.61 $41.4K - $51.4K
852 $89K
RSP
Invesco S&P 500 Equal Weight E

ETFs
236
+ 368.75%
$185.12 - $192.11 $43.7K - $45.3K
300 $56K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
625
+ 53.65%
$55.63 - $58.98 $34.8K - $36.9K
1.79K $104K
U
Unity Software Inc.

Technology
2.73K
+ 14.36%
$34.72 - $43.13 $94.7K - $118K
21.7K $797K
SPY
Spdr S&P 500 ETF Trust

ETFs
50
+ 5.07%
$653.02 - $687.39 $32.7K - $34.4K
1.04K $689K
VBK
Vanguard Small Cap Growth ETF

ETFs
110
+ 43.82%
$291.71 - $309.36 $32.1K - $34K
361 $105K
VBR
Vanguard Small Cap Value ETF

ETFs
157
+ 21.87%
$201.42 - $211.15 $31.6K - $33.2K
875 $179K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
308
+ 4.23%
$74.84 - $78.22 $23.1K - $24.1K
7.59K $579K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
309
+ 22.79%
$63.25 - $66.24 $19.5K - $20.5K
1.67K $106K
QUAL
Ishares Msci Usa Quality Facto

ETFs
71
+ 7.85%
$191.01 - $199.18 $13.6K - $14.1K
975 $189K
USXF
Ishares Esg Advanced Msci Usa

Technology
402
+ 1.32%
$56.25 - $59.38 $22.6K - $23.9K
30.8K $1.75M
VO
Vanguard Mid Cap ETF

ETFs
55
+ 13.75%
$286.27 - $296.23 $15.7K - $16.3K
455 $130K
MGK
Vanguard Mega Cap Growth ETF

ETFs
27
+ 18.0%
$394.96 - $425.89 $10.7K - $11.5K
177 $72K
BX
Blackstone Inc.

Financial Services
116
+ 71.6%
$138.42 - $168.45 $16.1K - $19.5K
278 $38K
OWL
Blue Owl Capital Inc.

Financial Services
910
+ 83.49%
$13.77 - $17.17 $12.5K - $15.6K
2K $27K
LYB
Lyondell Basell Industries N.V.

Basic Materials
179
+ 852.38%
$42.38 - $49.47 $7.59K - $8.86K
200 $9K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
360
+ 4.05%
$23.38 - $23.82 $8.42K - $8.58K
9.24K $216K
VGT
Vanguard Information Technolog

ETFs
8
+ 6.2%
$736.33 - $801.52 $5.89K - $6.41K
137 $103K
WFC
Wells Fargo & Company

Financial Services
15
+ 6.88%
$77.62 - $87.3 $1.16K - $1.31K
233 $19K
Ge Vernova Inc
53
+ 441.67%
N/A
65 $0
Activity Summary
Buys All Purchases 92 New Holdings 33 Increased Positions 59 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 2
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