Halbert Hargrove Global Advisors, LLC Reduced Holdings in Q4 2025

Halbert Hargrove Global Advisors, LLC

  • $2.04 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
-6.11K
- 95.38%
$199.44 - $208.01 $1.22M - $1.27M
296 $60K
AAPL
Apple Inc.

Technology
-4.36K
- 24.93%
$245.27 - $275.25 $1.07M - $1.2M
13.1K $3.51M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-38.3K
- 0.7%
$52.99 - $55.79 $2.03M - $2.14M
5.44M $295M
VONE
Vanguard Russell 1000 ETF

ETFs
-2.64K
- 7.39%
$296.54 - $311.51 $783K - $823K
33.1K $10.1M
HD
Home Depot, Inc.

Consumer Cyclical
-731
- 13.95%
$358.03 - $397.02 $262K - $290K
4.51K $1.62M
IWV
Ishares Russell 3000 ETF

ETFs
-1.29K
- 6.74%
$371.33 - $389.89 $478K - $501K
17.8K $6.77M
IWC
Russell Micro Cap ETF

ETFs
-2.68K
- 2.98%
$147.86 - $159.95 $396K - $428K
87.2K $13M
VEA
Vanguard Ftse Developed Market

ETFs
-11.4K
- 5.36%
$59.18 - $62.09 $673K - $706K
201K $12.3M
EEM
Ishares Msci Emerging Markets

ETFs
-39.5K
- 3.43%
$51.94 - $56.01 $2.05M - $2.21M
1.11M $61.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.47K
- 84.39%
$213.04 - $254.0 $312K - $372K
271 $63K
PSA
Public Storage

Real Estate
-981
- 39.02%
$272.78 - $311.8 $268K - $306K
1.53K $420K
NVDA
Nvidia Corp

Technology
-1.63K
- 89.7%
$179.83 - $207.04 $293K - $337K
187 $34K
MSFT
Microsoft Corp

Technology
-362
- 4.11%
$496.82 - $542.07 $180K - $196K
8.45K $4.29M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
-1.8K
- 11.75%
$139.3 - $147.36 $251K - $266K
13.5K $1.96M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-2.06K
- 4.91%
$142.82 - $150.36 $295K - $310K
40K $5.87M
AOR
Ishares Tr Core Growth Allocat

ETFs
-3.5K
- 32.29%
$63.43 - $65.6 $222K - $230K
7.35K $475K
VTWO
Vanguard Russell 2000 ETF

ETFs
-1.61K
- 4.27%
$95.72 - $101.47 $154K - $163K
36.1K $3.47M
TMUS
T Mobile Us, Inc.

Communication Services
-147
- 1.85%
$201.01 - $233.26 $29.5K - $34.3K
7.8K $1.68M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.03K
- 99.95%
$91.46 - $91.76 $185K - $186K
1 $0
AOA
Ishares Tr Core Aggressive All

ETFs
-1.72K
- 47.75%
$86.51 - $90.12 $149K - $155K
1.88K $167K
TSLA
Tesla, Inc.

Consumer Cyclical
-196
- 11.41%
$401.99 - $468.37 $78.8K - $91.8K
1.52K $622K
USRT
Ishares Core U.S. Reit ETF

ETFs
-2.2K
- 15.53%
$56.64 - $59.67 $124K - $131K
12K $691K
META
Meta Platforms, Inc.

Communication Services
-134
- 31.68%
$609.01 - $751.67 $81.6K - $101K
289 $176K
ZION
Zions Bancorporation, National Association

Financial Services
-76
- 0.4%
$46.93 - $56.93 $3.57K - $4.33K
19.1K $974K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-197
- 7.03%
$589.5 - $635.77 $116K - $125K
2.61K $1.57M
AVGO
Broadcom Inc.

Technology
-274
- 43.15%
$324.63 - $385.98 $88.9K - $106K
361 $123K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-174
- 32.83%
$475.68 - $513.11 $82.8K - $89.3K
356 $181K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-636
- 11.03%
$116.0 - $122.39 $73.8K - $77.8K
5.13K $609K
LOW
Lowes Companies Inc

Consumer Cyclical
-6
- 0.23%
$225.0 - $247.99 $1.35K - $1.49K
2.56K $576K
BAC
Bank Of America Corp

Financial Services
-1.18K
- 28.21%
$48.65 - $54.11 $57.4K - $63.8K
3K $154K
ORCL
Oracle Corp

Technology
-145
- 33.88%
$217.57 - $313.0 $31.5K - $45.4K
283 $62K
BOND
Pimco Active Bond Exchange Tra

ETFs
-576
- 0.75%
$93.0 - $94.55 $53.6K - $54.5K
76.2K $7.11M
TJX
Tjx Companies Inc

Consumer Cyclical
-380
- 83.7%
$138.56 - $147.63 $52.7K - $56.1K
74 $10K
PEAK
Healthpeak Properties, Inc.

Real Estate
-2.53K
- 31.6%
N/A
5.47K $103K
ABT
Abbott Laboratories

Healthcare
-317
- 23.67%
$123.62 - $134.59 $39.2K - $42.7K
1.02K $132K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-282
- 3.85%
$139.66 - $144.52 $39.4K - $40.8K
7.05K $998K
MA
Mastercard Inc

Financial Services
-66
- 34.74%
$536.85 - $580.45 $35.4K - $38.3K
124 $66K
ABBV
Abb Vie Inc.

Healthcare
-191
- 15.39%
$211.96 - $244.38 $40.5K - $46.7K
1.05K $245K
NTSE
Wisdomtree Tr Emerging Mkts Ef

ETFs
-1.43K
- 17.69%
$35.55 - $38.6 $50.9K - $55.3K
6.67K $252K
CRM
Salesforce, Inc.

Technology
-166
- 61.25%
$235.69 - $263.41 $39.1K - $43.7K
105 $24K
ETN
Eaton Corp PLC

Industrials
-103
- 90.35%
$352.39 - $387.75 $36.3K - $39.9K
11 $3K
V
Visa Inc.

Financial Services
-74
- 9.41%
$325.75 - $352.42 $24.1K - $26.1K
712 $231K
UNH
Unitedhealth Group Inc

Healthcare
-93
- 69.4%
$320.52 - $369.92 $29.8K - $34.4K
41 $13K
BA
Boeing CO

Industrials
-40
- 3.85%
$191.81 - $225.32 $7.67K - $9.01K
1K $191K
CRWD
Crowd Strike Holdings, Inc.

Technology
-67
- 75.28%
$482.23 - $557.53 $32.3K - $37.4K
22 $11K
UNP
Union Pacific Corp

Industrials
-118
- 42.75%
$216.37 - $237.41 $25.5K - $28K
158 $34K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-421
- 46.21%
$67.62 - $70.2 $28.5K - $29.6K
490 $33K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-109
- 28.46%
$280.66 - $305.09 $30.6K - $33.3K
274 $77K
CVX
Chevron Corp

Energy
-166
- 26.69%
$148.9 - $157.72 $24.7K - $26.2K
456 $70K
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
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