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HALBERT HARGROVE GLOBAL ADVISORS, LLC

13F
HALBERT HARGROVE GLOBAL ADVISORS, LLC
Last update 2025-07-17 310 Stocks (11 new)
Value $1.92 Bil Turnover 12 %
Countries:
Top Holdings: IVV(16.10%)NTSX(15.67%)LRGF(11.38%)IWB(8.26%)IEFA(7.85%)
Summary Stock Picks Current Portfolio
HALBERT HARGROVE GLOBAL ADVISO... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
497,168
308,691.7
-0.31%
16.100
-0.05%
0.050
+19.67%
+7.80%
634,518.9
 
NTSX
WisdomTree U.S. Efficient Core Fund
6,002,518
300,486.1
-0.27%
15.670
-0.04%
24.910
+17.67%
+8.47%
1,213.3
 
LRGF
iShares U.S. Equity Factor ETF
3,401,663
218,148.6
+0.32%
11.380
+0.04%
8.370
+19.48%
+8.40%
2,643.8
 
IWB
iShares Russell 1000 ETF
466,465
158,397.6
+2,783.33%
8.260
+7.97%
0.390
+19.79%
+7.71%
41,628.5
 
IEFA
iShares Core MSCI EAFE ETF
1,803,253
150,535.6
-1.25%
7.850
-0.10%
0.110
+11.52%
+19.59%
141,328.0
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2,229,034
133,808.9
-0.35%
6.980
-0.02%
0.140
+18.91%
+18.34%
99,158.0
 
NTSI
WisdomTree International Efficient Core Fund
WisdomTree International Efficient Core Fund
3,147,199
129,003.7
+0.19%
6.730
+0.01%
31.630
+9.39%
+16.74%
401.4
 
INTF
iShares International Equity Factor ETF
iShares International Equity Factor ETF
3,195,954
109,397.5
+0.44%
5.710
+0.02%
5.010
+11.90%
+20.08%
2,163.8
 
IWM
iShares Russell 2000 ETF
359,468
77,569.6
+1.78%
4.050
+0.07%
0.120
+19.55%
+1.12%
66,553.7
 
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
1,565,077
63,369.9
New Holding
3.310
+3.31%
0.230
+12.67%
+19.87%
26,951.4
 

HALBERT HARGROVE GLOBAL ADVISORS, LLC's Historical Top Holdings Breakdowns

HALBERT HARGROVE GLOBAL ADVISORS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2025-06-30
Reduce
Reduce
-8.43%
●
91.43 ($91.58) 91.74
$91.64
0.07%
Reduce -99.87%
2,097
-1,626,952
IWB
iShares Russell 1000 ETF
2025-06-30
Add
Add
+7.97%
●
272.36 ($313.79) 339.57
$345.18
10.00%
Add 2783.33%
466,465
450,287
EFA
iShares MSCI EAFE ETF
2025-06-30
Reduce
Reduce
-3.71%
●
72.96 ($85.32) 90.39
$88.36
3.56%
Reduce -67%
395,385
-802,724
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
2025-06-30
New Buy
New Buy
+3.31%
●
32.66 ($38.31) 40.75
$40.22
4.99%
New holding
1,565,077
1,565,077
PH
Parker Hannifin Corp
2025-06-30
Sold Out
Sold Out
-0.14%
●
517.23 ($631.45) 700.54
$722.58
14.43%
Sold Out
0
-4,203
TT
Trane Technologies PLC
2025-06-30
Reduce
Reduce
-0.13%
●
315.21 ($393.6) 437.41
$447.33
13.65%
Reduce -98.92%
76
-6,991
BALL
Ball Corp
2025-06-30
Add
Add
+0.11%
●
44.94 ($52.23) 56.99
$57.85
10.76%
Add 424.65%
47,486
38,435
HD
The Home Depot Inc
2025-06-30
Add
Add
+0.10%
●
335.24 ($361.94) 380.78
$359.40
-0.70%
Add 2597.34%
5,071
4,883
IEFA
iShares Core MSCI EAFE ETF
2025-06-30
Reduce
Reduce
-0.10%
●
67.83 ($79.31) 84.09
$82.56
4.10%
Reduce -1.25%
1,803,253
-22,843
USXF
iShares ESG Advanced MSCI USA ETF
2025-06-30
New Buy
New Buy
+0.09%
●
41.54 ($48.83) 53.93
$55.05
12.75%
New holding
30,794
30,794

HALBERT HARGROVE GLOBAL ADVISORS, LLC Total Holding History ($B)

To

HALBERT HARGROVE GLOBAL ADVISORS, LLC's Asset Allocation

To

HALBERT HARGROVE GLOBAL ADVISORS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

HALBERT HARGROVE GLOBAL ADVISORS, LLC's Hypothetical Growth since 2025-06-30

HALBERT HARGROVE GLOBAL ADVISORS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

HALBERT HARGROVE GLOBAL ADVISORS, LLC's Holdings Heat Map

Size field:

HALBERT HARGROVE GLOBAL ADVISORS, LLC's Holdings Bubble Chart

HALBERT HARGROVE GLOBAL ADVISORS, LLC News

  • 1

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