Halbert Hargrove Global Advisors, LLC New Holdings 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
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.73K
New
$100.16 - $100.7 $574K - $577K
5.73K $575K
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
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
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
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
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
RDVY
First Trust Rising Dividend Ac

ETFs
1.26K
New
$58.65 - $64.37 $73.8K - $81K
1.26K $74K
AVGO
Broadcom Inc.

Technology
308
New
$159.67 - $250.0 $49.2K - $77K
308 $71K
ILCV
Ishares Morningstar Value ETF

ETFs
880
New
$80.23 - $85.43 $70.6K - $75.2K
880 $71K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.76K
New
$40.41 - $45.12 $71.1K - $79.4K
1.76K $71K
VBK
Vanguard Small Cap Growth ETF

ETFs
251
New
$264.18 - $304.19 $66.3K - $76.4K
251 $70K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
345
New
$172.07 - $207.36 $59.4K - $71.5K
345 $68K
XLK
Technology Sector Spdr

ETFs
293
New
$220.26 - $241.44 $64.5K - $70.7K
293 $68K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.17K
New
$56.06 - $61.35 $65.3K - $71.5K
1.17K $65K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.26K
New
$50.37 - $50.6 $63.7K - $64K
1.26K $63K
HD
Home Depot, Inc.

Consumer Cyclical
161
New
$385.02 - $431.37 $62K - $69.5K
161 $62K
XOM
Exxon Mobil Corp

Energy
580
New
$105.51 - $125.37 $61.2K - $72.7K
580 $62K
IHDG
Wisdomtree Tr

ETFs
1.39K
New
$43.38 - $46.0 $60.5K - $64.1K
1.39K $60K
JPM
Jpmorgan Chase & CO

Financial Services
247
New
$205.18 - $250.29 $50.7K - $61.8K
247 $59K
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
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