Halbert Hargrove Global Advisors, LLC Portfolio Holdings
Halbert Hargrove Global Advisors, LLC
- $1.76 Billion
- Q1 2025
Halbert Hargrove Global Advisors, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.76 Billion distributed in 682 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $280M, Wisdomtree Tr Wisdomtree U.S. with a value of $271M, Ishares Tr with a value of $195M, Spdr Bloomberg 1 3 Month T Bil with a value of $149M, and Ishares Tr with a value of $138M.
Examining the 13F form we can see an decrease of $35.1M in the current position value, from $1.79B to 1.76B. Also it can be appreciated an additional of 388 stocks purchases and 1 closed positions.
Below you can find more details about Halbert Hargrove Global Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 682
- Current Value $1.76 Billion
- Prior Value $1.79 Billion
- Filing
- Period Q1 2025
- Filing Date April 17, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 388 stocks
- Additional Purchases 120 stocks
- Sold out of 1 stocks
- Reduced holdings in 62 stocks