Halbert Hargrove Global Advisors, LLC Sells in Q1 2025

Halbert Hargrove Global Advisors, LLC

  • $1.76 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
-492K
- 96.82%
$302.31 - $337.54 $149M - $166M
16.2K $4.93M
USFR
Wisdomtree Floating Rate Treas

ETFs
-1.9M
- 99.73%
$50.29 - $50.5 $95.5M - $95.9M
5.07K $255K
IVV
Ishares Core S&P 500 ETF

ETFs
-6.17K
- 1.22%
$554.06 - $615.85 $3.42M - $3.8M
499K $280M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-65.4K
- 1.07%
$44.7 - $49.05 $2.92M - $3.21M
6.02M $271M
MSFT
Microsoft Corp

Technology
-4.96K
- 32.15%
$375.39 - $447.2 $1.86M - $2.22M
10.5K $3.93M
IWV
Ishares Russell 3000 ETF

ETFs
-2.69K
- 12.84%
$313.1 - $349.83 $842K - $941K
18.3K $5.77M
VONE
Vanguard Russell 1000 ETF

ETFs
-2.14K
- 5.88%
$250.16 - $278.79 $535K - $597K
34.2K $8.65M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-37.5K
- 85.99%
$22.42 - $23.22 $842K - $872K
6.12K $140K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-30.9K
- 6.85%
$59.28 - $66.1 $1.83M - $2.05M
421K $26.7M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.14K
- 41.55%
$222.15 - $428.22 $252K - $486K
1.6K $414K
SDG
Ishares Trust Ishares Msci Glo

ETFs
-5.18K
- 41.37%
$69.64 - $76.33 $361K - $395K
7.34K $531K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-199
- 0.43%
$120.24 - $134.3 $23.9K - $26.7K
46K $5.61M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-5.24K
- 58.68%
$32.96 - $44.43 $173K - $233K
3.69K $125K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-2.16K
- 3.95%
$100.32 - $100.76 $217K - $218K
52.6K $5.3M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-833
- 8.3%
$96.93 - $109.51 $80.7K - $91.2K
9.2K $897K
SPY
Spdr S&P 500 ETF Trust

ETFs
-116
- 14.32%
$551.42 - $612.93 $64K - $71.1K
694 $388K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-845
- 9.84%
$110.75 - $119.78 $93.6K - $101K
7.75K $902K
NVDA
Nvidia Corp

Technology
-432
- 36.21%
$106.98 - $149.43 $46.2K - $64.6K
761 $82K
NTSE
Wisdomtree Tr Emerging Mkts Ef

ETFs
-3.19K
- 13.12%
$27.84 - $31.03 $88.9K - $99.1K
21.2K $634K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-653
- 20.56%
$78.0 - $84.37 $50.9K - $55.1K
2.52K $199K
CTSH
Cognizant Technology Solutions Corp

Technology
-685
- 16.7%
$75.32 - $90.7 $51.6K - $62.1K
3.42K $261K
GNOM
Global X Fds Genomics & Biotec

ETFs
-3.54K
- 42.24%
$7.95 - $10.29 $28.2K - $36.5K
4.85K $38K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-200
- 95.24%
$208.48 - $244.03 $41.7K - $48.8K
10 $2K
ACN
Accenture PLC

Technology
-112
- 77.78%
$300.91 - $398.25 $33.7K - $44.6K
32 $9K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
-580
- 6.06%
$19.0 - $24.32 $11K - $14.1K
8.99K $173K
USRT
Ishares Core U.S. Reit ETF

ETFs
-531
- 2.62%
$55.14 - $60.29 $29.3K - $32K
19.7K $1.13M
WCLD
Wisdomtree Tr Cloud Computing

ETFs
-330
- 5.79%
$32.02 - $41.58 $10.6K - $13.7K
5.37K $177K
CRWD
Crowd Strike Holdings, Inc.

Technology
-98
- 80.33%
$308.86 - $455.36 $30.3K - $44.6K
24 $8K
XOM
Exxon Mobil Corp

Energy
-261
- 45.0%
$105.44 - $118.93 $27.5K - $31K
319 $37K
XPO
Xpo Logistics, Inc.

Industrials
-159
- 50.16%
$106.12 - $148.16 $16.9K - $23.6K
158 $16K
WCBR
Wisdomtree Tr Cybersecurity Fu

ETFs
-624
- 6.97%
$26.65 - $32.61 $16.6K - $20.3K
8.32K $229K
IHDG
Wisdomtree Tr

ETFs
-470
- 33.72%
$43.4 - $47.51 $20.4K - $22.3K
924 $40K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-269
- 56.87%
N/A
204 $15K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-35
- 10.14%
$165.25 - $224.62 $5.78K - $7.86K
310 $51K
LVS
Las Vegas Sands Corp

Consumer Cyclical
-95
- 9.85%
$38.18 - $50.93 $3.63K - $4.84K
869 $33K
ABBV
Abb Vie Inc.

Healthcare
-106
- 48.85%
$169.2 - $216.66 $17.9K - $23K
111 $23K
AOA
Ishares Tr Core Aggressive All

ETFs
-184
- 4.81%
$75.7 - $80.01 $13.9K - $14.7K
3.64K $278K
NOW
Service Now, Inc.

Technology
-7
- 70.0%
$783.83 - $1170.39 $5.49K - $8.19K
3 $2K
PCAR
Paccar Inc

Industrials
-70
- 49.3%
$96.91 - $112.51 $6.78K - $7.88K
72 $7K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-128
- 7.77%
$71.17 - $73.66 $9.11K - $9.43K
1.52K $111K
BHP
Bhp Group LTD

Basic Materials
-122
- 96.83%
$48.18 - $52.11 $5.88K - $6.36K
4 $0
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-14
- 10.14%
$408.78 - $448.82 $5.72K - $6.28K
124 $52K
TWLO
Twilio Inc

Communication Services
-56
- 98.25%
$94.9 - $148.35 $5.31K - $8.31K
1 $0
UNP
Union Pacific Corp

Industrials
-20
- 48.78%
$225.21 - $254.42 $4.5K - $5.09K
21 $4K
ILCV
Ishares Morningstar Value ETF

ETFs
-45
- 5.11%
$79.37 - $85.24 $3.57K - $3.84K
835 $67K
F
Ford Motor CO

Consumer Cyclical
-420
- 87.14%
$9.12 - $10.43 $3.83K - $4.38K
62 $0
TM
Toyota Motor Corp

Consumer Cyclical
-19
- 90.48%
$176.53 - $195.35 $3.35K - $3.71K
2 $0
MRK
Merck & Co., Inc.

Healthcare
-4
- 1.41%
$83.01 - $101.02 $332 - $404
279 $25K
VCIT
Vanguard Intermediate Term Cor

ETFs
-76
- 3.57%
$79.17 - $82.04 $6.02K - $6.24K
2.05K $167K
Activity Summary
Buys All Purchases 508 New Holdings 388 Increased Positions 120 Sells All Sells 63 Reductions 62 Sold out 1 Options Calls 0 Puts 2
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