The Analysis of HALBERT HARGROVE GLOBAL ADVISORS, LLC's Holdings
Currently, HALBERT HARGROVE GLOBAL ADVISORS, LLC holds 723 types of securities in its portfolio with a total value $2.0B. In the most recent quarter, they have increased their positions in LRGF (+81.2K shares, valued at $5.6M), IVV (+4.7K shares, valued at $3.1M), IWB (+7.3K shares, valued at $2.7M); decreased their positions in NTSX (-523.1K shares, valued at $28.2M), EEM (-39.3K shares, valued at $2.1M), NTSI (-24.1K shares, valued at $1.0M); initiated new positions in PSA (+2.5K shares, valued at $726.2K), ACWI (+5.1K shares, valued at $705.4K), LOW (+2.6K shares, valued at $644.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR501.9K shares0.95%2025-09-302025-10-16
NTSX WISDOMTREE TR5.5M shares-8.71%2025-09-302025-10-16 LRGF ISHARES TR3.5M shares2.39%2025-09-302025-10-16 IWB ISHARES TR473.7K shares1.55%2025-09-302025-10-16 IEFA ISHARES TR1.8M shares1.14%2025-09-302025-10-16 IEMG ISHARES INC2.3M shares1.34%2025-09-302025-10-16 NTSI WISDOMTREE TR3.1M shares-0.76%2025-09-302025-10-16 INTF ISHARES TR3.3M shares2.09%2025-09-302025-10-16 IWM ISHARES TR366.3K shares1.90%2025-09-302025-10-16 SPDW SPDR INDEX SHS FDS1.6M shares1.20%2025-09-302025-10-16 EEM ISHARES TR1.2M shares-3.30%2025-09-302025-10-16 EFA ISHARES TR420.7K shares6.40%2025-09-302025-10-16 SCZ ISHARES TR385.2K shares-3.36%2025-09-302025-10-16 IWC ISHARES TR89.9K shares-2.43%2025-09-302025-10-16 VEA VANGUARD TAX-MANAGED FDS212.1K shares-2.97%2025-09-302025-10-16 VONE VANGUARD SCOTTSDALE FDS35.7K shares-3.23%2025-09-302025-10-16 PYLD PIMCO ETF TR303.6K shares0.71%2025-09-302025-10-16 IWV ISHARES TR19.1K shares5.09%2025-09-302025-10-16 BOND PIMCO ETF TR76.8K shares-1.55%2025-09-302025-10-16 JPIB J P MORGAN EXCHANGE TRADED F128.4K shares1.17%2025-09-302025-10-16 ESGU ISHARES TR42.1K shares0.76%2025-09-302025-10-16 MINT PIMCO ETF TR49.6K shares-2.15%2025-09-302025-10-16 MSFT MICROSOFT CORP8.8K shares6.01%2025-09-302025-10-16 AAPL APPLE INC17.5K shares7.34%2025-09-302025-10-16 VTWO VANGUARD SCOTTSDALE FDS37.7K shares-5.26%2025-09-302025-10-16 ABNB AIRBNB INC26.5K shares0.00%2025-09-302025-10-16 BALL BALL CORP48.6K shares2.35%2025-09-302025-10-16 ESGD ISHARES TR25.5K shares1.80%2025-09-302025-10-16 VFMF VANGUARD WELLINGTON FD15.3K shares-3.88%2025-09-302025-10-16 GOOGL ALPHABET INC8.8K shares5.76%2025-09-302025-10-16 HD HOME DEPOT INC5.2K shares3.37%2025-09-302025-10-16 ISRG INTUITIVE SURGICAL INC4.5K shares-0.79%2025-09-302025-10-16 TMUS T-MOBILE US INC8.0K shares27317.24%2025-09-302025-10-16 USXF ISHARES TR30.4K shares-1.43%2025-09-302025-10-16 QQQ INVESCO QQQ TR2.8K shares14.73%2025-09-302025-10-16 ESGE ISHARES INC33.3K shares-0.17%2025-09-302025-10-16 LLY ELI LILLY & CO1.8K shares-0.16%2025-09-302025-10-16 IWD ISHARES TR6.4K shares776.61%2025-09-302025-10-16 GOOG ALPHABET INC5.2K shares9.85%2025-09-302025-10-16 DES WISDOMTREE TR36.2K shares0.00%2025-09-302025-10-16 ZION ZIONS BANCORPORATION N A19.2K shares0.40%2025-09-302025-10-16 VSS VANGUARD INTL EQUITY INDEX F7.3K shares-2.69%2025-09-302025-10-16 USRT ISHARES TR14.2K shares-3.60%2025-09-302025-10-16 VWO VANGUARD INTL EQUITY INDEX F15.0K shares3.11%2025-09-302025-10-16 TSLA TESLA INC1.7K shares11.99%2025-09-302025-10-16 U UNITY SOFTWARE INC19.0K shares0.38%2025-09-302025-10-16 PSA PUBLIC STORAGE OPER CO2.5K sharesnew addition2025-09-302025-10-16 ACWI ISHARES TR5.1K sharesnew addition2025-09-302025-10-16 AOR ISHARES TR10.8K shares-5.00%2025-09-302025-10-16 ESGV VANGUARD WORLD FD5.8K shares27.28%2025-09-302025-10-16 IWF ISHARES TR1.4K shares0.00%2025-09-302025-10-16 SPY SPDR S&P 500 ETF TR986 shares53.58%2025-09-302025-10-16 LOW LOWES COS INC2.6K sharesnew addition2025-09-302025-10-16 VOO VANGUARD INDEX FDS1.0K shares17.75%2025-09-302025-10-16 SDG ISHARES TR7.3K shares0.00%2025-09-302025-10-16 DMXF ISHARES TR7.3K shares1.10%2025-09-302025-10-16 SNOW SNOWFLAKE INC2.3K shares0.44%2025-09-302025-10-16 AGG ISHARES TR4.7K shares0.00%2025-09-302025-10-16 VUG VANGUARD INDEX FDS871 shares-2.13%2025-09-302025-10-16 QGRW WISDOMTREE TR7.0K shares-0.09%2025-09-302025-10-16 XLY SELECT SECTOR SPDR TR1.6K shares0.18%2025-09-302025-10-16 LDUR PIMCO ETF TR4.0K shares-31.00%2025-09-302025-10-16 AMZN AMAZON COM INC1.7K shares675.00%2025-09-302025-10-16 FBTC FIDELITY WISE ORIGIN BITCOIN3.8K shares154.02%2025-09-302025-10-16 USB US BANCORP DEL7.7K shares6282.50%2025-09-302025-10-16 JNJ JOHNSON & JOHNSON1.9K shares32033.33%2025-09-302025-10-16 NVDA NVIDIA CORPORATION1.8K shares785.85%2025-09-302025-10-16 CRBN ISHARES TR1.4K shares-6.03%2025-09-302025-10-16 AOA ISHARES TR3.6K shares0.19%2025-09-302025-10-16 META META PLATFORMS INC423 shares46.37%2025-09-302025-10-16 NTSE WISDOMTREE TR8.1K shares-2.50%2025-09-302025-10-16 VB VANGUARD INDEX FDS1.1K shares19.01%2025-09-302025-10-16 ABBV ABBVIE INC1.2K shares2382.00%2025-09-302025-10-16 WMT WALMART INC2.7K shares1.38%2025-09-302025-10-16 XLI SELECT SECTOR SPDR TR1.8K shares0.39%2025-09-302025-10-16 V VISA INC786 shares4.94%2025-09-302025-10-16 BRK.B BERKSHIRE HATHAWAY INC DEL530 shares45.21%2025-09-302025-10-16 WCBR WISDOMTREE TR8.3K shares-0.02%2025-09-302025-10-16 VTI VANGUARD INDEX FDS753 shares-2.59%2025-09-302025-10-16 ITOT ISHARES TR1.7K shares4.74%2025-09-302025-10-16 VSGX VANGUARD WORLD FD3.4K shares0.00%2025-09-302025-10-16 HPI HANCOCK JOHN PFD INCOME FD13.2K shares71.61%2025-09-302025-10-16 BA BOEING CO1.0K sharesnew addition2025-09-302025-10-16 DGRW WISDOMTREE TR2.5K shares0.00%2025-09-302025-10-16 CHI CALAMOS CONV OPPORTUNITIES &20.1K shares99.50%2025-09-302025-10-16 BAC BANK AMERICA CORP4.2K shares39.30%2025-09-302025-10-16 BLOK AMPLIFY ETF TR3.2K shares0.00%2025-09-302025-10-16 ILCG ISHARES TR2.0K shares0.00%2025-09-302025-10-16 ARKF ARK ETF TR3.7K shares0.00%2025-09-302025-10-16 AVGO BROADCOM INC635 shares104.84%2025-09-302025-10-16 SUSC ISHARES TR8.9K shares45.18%2025-09-302025-10-16 ESML ISHARES TR4.6K shares13.33%2025-09-302025-10-16 IBM INTERNATIONAL BUSINESS MACHS694 sharesnew addition2025-09-302025-10-16 WTAI WISDOMTREE TR6.8K shares21.47%2025-09-302025-10-16 WCLD WISDOMTREE TR5.4K shares0.00%2025-09-302025-10-16 XCEM COLUMBIA ETF TR II5.1K shares0.00%2025-09-302025-10-16 BIL SPDR SERIES TRUST2.0K shares-3.24%2025-09-302025-10-16 ABT ABBOTT LABS1.3K shares5986.36%2025-09-302025-10-16 QUAL ISHARES TR904 shares46.04%2025-09-302025-10-16 VYM VANGUARD WHITEHALL FDS1.2K shares0.00%2025-09-302025-10-16 JPM JPMORGAN CHASE & CO.551 shares88.05%2025-09-302025-10-16 VCIT VANGUARD SCOTTSDALE FDS2.1K shares-11.78%2025-09-302025-10-16 VXUS VANGUARD STAR FDS2.3K shares0.00%2025-09-302025-10-16 DOC HEALTHPEAK PROPERTIES INC8.0K sharesnew addition2025-09-302025-10-16 MCD MCDONALDS CORP493 shares352.29%2025-09-302025-10-16 VBR VANGUARD INDEX FDS718 shares0.00%2025-09-302025-10-16 SCHB SCHWAB STRATEGIC TR5.7K shares0.00%2025-09-302025-10-16 SCHG SCHWAB STRATEGIC TR4.6K shares-6.56%2025-09-302025-10-16 IDV ISHARES TR3.8K shares-0.84%2025-09-302025-10-16 IJR ISHARES TR1.1K shares32.40%2025-09-302025-10-16 GNOM GLOBAL X FDS3.4K sharesnew addition2025-09-302025-10-16 VV VANGUARD INDEX FDS427 sharesnew addition2025-09-302025-10-16 KO COCA COLA CO1.9K shares1207.48%2025-09-302025-10-16 COST COSTCO WHSL CORP NEW132 shares6.45%2025-09-302025-10-16 MS MORGAN STANLEY759 shares969.01%2025-09-302025-10-16 ORCL ORACLE CORP428 shares50.18%2025-09-302025-10-16 VO VANGUARD INDEX FDS400 shares506.06%2025-09-302025-10-16 EXG EATON VANCE TAX-MANAGED GLOB12.7K shares30.93%2025-09-302025-10-16 SCHX SCHWAB STRATEGIC TR4.3K shares0.00%2025-09-302025-10-16 VNQ VANGUARD INDEX FDS1.2K shares0.00%2025-09-302025-10-16 IBIT ISHARES BITCOIN TRUST ETF1.7K shares0.00%2025-09-302025-10-16 SCHK SCHWAB STRATEGIC TR3.5K shares0.00%2025-09-302025-10-16 PDX PIMCO DYNAMIC INCOME STRATEG4.5K sharesnew addition2025-09-302025-10-16 DHS WISDOMTREE TR1.1K shares0.00%2025-09-302025-10-16 MA MASTERCARD INCORPORATED190 shares26.67%2025-09-302025-10-16 TSM TAIWAN SEMICONDUCTOR MFG LTD383 shares39.78%2025-09-302025-10-16 JPC NUVEEN PFD & INCOME OPPORTUN13.0K sharesnew addition2025-09-302025-10-16 SDY SPDR SERIES TRUST749 shares-27.00%2025-09-302025-10-16 CLX CLOROX CO DEL848 shares285.45%2025-09-302025-10-16 SPG SIMON PPTY GROUP INC NEW541 sharesnew addition2025-09-302025-10-16 VTV VANGUARD INDEX FDS543 shares-8.12%2025-09-302025-10-16 CVX CHEVRON CORP NEW622 shares677.50%2025-09-302025-10-16 GLD SPDR GOLD TR271 shares11.98%2025-09-302025-10-16 VGT VANGUARD WORLD FD129 shares0.00%2025-09-302025-10-16 ACP ABRDN INCOME CREDIT STRATEGI16.4K shares21.51%2025-09-302025-10-16 ARTY ISHARES TR2.0K shares0.00%2025-09-302025-10-16 IJH ISHARES TR1.4K shares-13.85%2025-09-302025-10-16 RDVY FIRST TR EXCHANGE TRADED FD1.3K shares0.00%2025-09-302025-10-16 DEM WISDOMTREE TR1.8K shares0.00%2025-09-302025-10-16 VUSB VANGUARD BD INDEX FDS1.6K sharesnew addition2025-09-302025-10-16 HIG HARTFORD INSURANCE GROUP INC600 shares12.57%2025-09-302025-10-16 XLK SELECT SECTOR SPDR TR282 shares0.00%2025-09-302025-10-16 IFGL ISHARES TR3.4K shares0.00%2025-09-302025-10-16 DE DEERE & CO168 shares47.37%2025-09-302025-10-16 VBK VANGUARD INDEX FDS251 shares0.00%2025-09-302025-10-16 NOBL PROSHARES TR721 shares0.00%2025-09-302025-10-16 T AT&T INC2.6K sharesnew addition2025-09-302025-10-16 SCHD SCHWAB STRATEGIC TR2.6K shares0.00%2025-09-302025-10-16 AMD ADVANCED MICRO DEVICES INC429 shares75.82%2025-09-302025-10-16 IDEV ISHARES TR852 shares0.00%2025-09-302025-10-16 MDRR MEDALIST DIVERSIFIED REIT IN5.0K shares0.00%2025-09-302025-10-16 COWZ PACER FDS TR1.2K shares0.00%2025-09-302025-10-16 TDV PROSHARES TR769 shares0.00%2025-09-302025-10-16 TJX TJX COS INC NEW454 shares224.29%2025-09-302025-10-16 UNP UNION PAC CORP276 shares30.19%2025-09-302025-10-16 CRM SALESFORCE INC271 shares150.93%2025-09-302025-10-16 ALK ALASKA AIR GROUP INC1.3K sharesnew addition2025-09-302025-10-16 IEUR ISHARES TR911 shares0.00%2025-09-302025-10-16 MGK VANGUARD WORLD FD150 shares0.00%2025-09-302025-10-16 CAT CATERPILLAR INC122 shares64.86%2025-09-302025-10-16 WM WASTE MGMT INC DEL244 shares46.99%2025-09-302025-10-16 IXN ISHARES TR514 shares0.00%2025-09-302025-10-16 XFLT XAI OCTAGN FLT RAT & ALT INM10.0K sharesnew addition2025-09-302025-10-16 SCHF SCHWAB STRATEGIC TR2.3K shares0.00%2025-09-302025-10-16 SMH VANECK ETF TRUST157 shares0.00%2025-09-302025-10-16 ARLP ALLIANCE RESOURCE PARTNERS L2.0K sharesnew addition2025-09-302025-10-16 ILCV ISHARES TR561 shares-20.20%2025-09-302025-10-16 NFLX NETFLIX INC42 shares223.08%2025-09-302025-10-16 GS GOLDMAN SACHS GROUP INC63 sharesnew addition2025-09-302025-10-16 EMXC ISHARES INC736 shares4.55%2025-09-302025-10-16 ASML ASML HOLDING N V51 shares13.33%2025-09-302025-10-16 TXN TEXAS INSTRS INC258 shares426.53%2025-09-302025-10-16 LVS LAS VEGAS SANDS CORP867 shares0.00%2025-09-302025-10-16 UNH UNITEDHEALTH GROUP INC134 shares148.15%2025-09-302025-10-16 DGRO ISHARES TR678 sharesnew addition2025-09-302025-10-16 LYG LLOYDS BANKING GROUP PLC10.1K shares1.45%2025-09-302025-10-16 HON HONEYWELL INTL INC214 shares181.58%2025-09-302025-10-16 LRCX LAM RESEARCH CORP333 shares104.29%2025-09-302025-10-16 TQQQ PROSHARES TR426 sharesnew addition2025-09-302025-10-16 CRWD CROWDSTRIKE HLDGS INC89 shares304.55%2025-09-302025-10-16 NJR NEW JERSEY RES CORP900 shares0.00%2025-09-302025-10-16 TT TRANE TECHNOLOGIES PLC102 shares34.21%2025-09-302025-10-16 ETN EATON CORP PLC114 shares936.36%2025-09-302025-10-16 IHDG WISDOMTREE TR924 shares0.00%2025-09-302025-10-16 JQC NUVEEN CR STRATEGIES INCOME8.0K shares166.67%2025-09-302025-10-16 NVDU DIREXION SHS ETF TR319 sharesnew addition2025-09-302025-10-16 NEE NEXTERA ENERGY INC554 shares1188.37%2025-09-302025-10-16 XOM EXXON MOBIL CORP370 shares95.77%2025-09-302025-10-16 MTUM ISHARES TR161 shares0.00%2025-09-302025-10-16 XBI SPDR SERIES TRUST400 sharesnew addition2025-09-302025-10-16 SPYM SPDR SERIES TRUST509 shares-4.32%2025-09-302025-10-16 YUM YUM BRANDS INC256 shares4.07%2025-09-302025-10-16 IMCG ISHARES TR460 shares0.00%2025-09-302025-10-16 IGV ISHARES TR315 shares0.00%2025-09-302025-10-16 RTX RTX CORPORATION215 shares194.52%2025-09-302025-10-16 PEP PEPSICO INC238 shares667.74%2025-09-302025-10-16 MSI MOTOROLA SOLUTIONS INC73 sharesnew addition2025-09-302025-10-16 MDLZ MONDELEZ INTL INC521 shares60.31%2025-09-302025-10-16 GSK GSK PLC720 sharesnew addition2025-09-302025-10-16 NVO NOVO-NORDISK A S549 shares0.00%2025-09-302025-10-16 IXUS ISHARES TR367 shares0.00%2025-09-302025-10-16 IRM IRON MTN INC DEL295 shares18.00%2025-09-302025-10-16 XLG INVESCO EXCHANGE TRADED FD T520 shares0.00%2025-09-302025-10-16 AXP AMERICAN EXPRESS CO87 shares210.71%2025-09-302025-10-16 DIA SPDR DOW JONES INDL AVERAGE62 shares0.00%2025-09-302025-10-16 INTU INTUIT41 shares57.69%2025-09-302025-10-16 FTC FIRST TR EXCHANGE-TRADED ALP174 shares0.00%2025-09-302025-10-16 XLV SELECT SECTOR SPDR TR200 sharesnew addition2025-09-302025-10-16 BX BLACKSTONE INC162 shares21.80%2025-09-302025-10-16 BKNG BOOKING HOLDINGS INC5 shares150.00%2025-09-302025-10-16 IYF ISHARES TR206 shares0.00%2025-09-302025-10-16 VT VANGUARD INTL EQUITY INDEX F189 shares0.00%2025-09-302025-10-16 VCR VANGUARD WORLD FD65 shares-41.96%2025-09-302025-10-16 SPXL DIREXION SHS ETF TR121 sharesnew addition2025-09-302025-10-16 WAL WESTERN ALLIANCE BANCORP296 sharesnew addition2025-09-302025-10-16 GD GENERAL DYNAMICS CORP75 sharesnew addition2025-09-302025-10-16 FCX FREEPORT-MCMORAN INC650 shares27.95%2025-09-302025-10-16 ZTS ZOETIS INC173 shares496.55%2025-09-302025-10-16 PG PROCTER AND GAMBLE CO165 sharesnew addition2025-09-302025-10-16 MRK MERCK & CO INC301 shares-59.76%2025-09-302025-10-16 AMUU DIREXION SHS ETF TR618 sharesnew addition2025-09-302025-10-16 FINX GLOBAL X FDS750 shares0.00%2025-09-302025-10-16 RWX SPDR INDEX SHS FDS873 sharesnew addition2025-09-302025-10-16 TMO THERMO FISHER SCIENTIFIC INC50 shares2.04%2025-09-302025-10-16 IUSG ISHARES TR145 sharesnew addition2025-09-302025-10-16 PLTR PALANTIR TECHNOLOGIES INC129 sharesnew addition2025-09-302025-10-16 GILD GILEAD SCIENCES INC198 shares160.53%2025-09-302025-10-16 JFLX J P MORGAN EXCHANGE TRADED F434 sharesnew addition2025-09-302025-10-16 CSCO CISCO SYS INC309 shares175.89%2025-09-302025-10-16 CTVA CORTEVA INC307 sharesnew addition2025-09-302025-10-16 J JACOBS SOLUTIONS INC138 sharesnew addition2025-09-302025-10-16 CGDV CAPITAL GROUP DIVIDEND VALUE492 sharesnew addition2025-09-302025-10-16 KEY KEYCORP1.1K sharesnew addition2025-09-302025-10-16 XPO XPO INC158 shares0.00%2025-09-302025-10-16 CHD CHURCH & DWIGHT CO INC232 sharesnew addition2025-09-302025-10-16 FEZ SPDR INDEX SHS FDS325 shares0.00%2025-09-302025-10-16 IJJ ISHARES TR155 shares0.00%2025-09-302025-10-16 NOW SERVICENOW INC21 sharesnew addition2025-09-302025-10-16 BP BP PLC568 shares735.29%2025-09-302025-10-16 VGSH VANGUARD SCOTTSDALE FDS331 sharesnew addition2025-09-302025-10-16 B BARRICK MNG CORP590 sharesnew addition2025-09-302025-10-16 SCHM SCHWAB STRATEGIC TR651 shares0.00%2025-09-302025-10-16 VOOG VANGUARD ADMIRAL FDS INC43 shares0.00%2025-09-302025-10-16 MPC MARATHON PETE CORP96 shares0.00%2025-09-302025-10-16 OWL BLUE OWL CAPITAL INC1.1K sharesnew addition2025-09-302025-10-16 WFC WELLS FARGO CO NEW218 sharesnew addition2025-09-302025-10-16 VOTE TCW ETF TRUST232 sharesnew addition2025-09-302025-10-16 CFR CULLEN FROST BANKERS INC143 sharesnew addition2025-09-302025-10-16 DUOL DUOLINGO INC56 sharesnew addition2025-09-302025-10-16 QEFA SPDR INDEX SHS FDS204 shares0.00%2025-09-302025-10-16 IXC ISHARES TR429 shares0.00%2025-09-302025-10-16 RKT ROCKET COS INC923 shares0.00%2025-09-302025-10-16 CMG CHIPOTLE MEXICAN GRILL INC450 sharesnew addition2025-09-302025-10-16 PGR PROGRESSIVE CORP70 sharesnew addition2025-09-302025-10-16 WWD WOODWARD INC66 shares-21.43%2025-09-302025-10-16 GE GE AEROSPACE54 shares260.00%2025-09-302025-10-16 QCOM QUALCOMM INC97 shares136.59%2025-09-302025-10-16 ADP AUTOMATIC DATA PROCESSING IN55 sharesnew addition2025-09-302025-10-16 IWS ISHARES TR113 shares0.00%2025-09-302025-10-16 WMB WILLIAMS COS INC249 sharesnew addition2025-09-302025-10-16 IVE ISHARES TR75 shares0.00%2025-09-302025-10-16 VXF VANGUARD INDEX FDS73 shares0.00%2025-09-302025-10-16 NOC NORTHROP GRUMMAN CORP25 shares733.33%2025-09-302025-10-16 DD DUPONT DE NEMOURS INC195 sharesnew addition2025-09-302025-10-16 PNC PNC FINL SVCS GROUP INC75 sharesnew addition2025-09-302025-10-16 SOXL DIREXION SHS ETF TR425 sharesnew addition2025-09-302025-10-16 DUK DUKE ENERGY CORP NEW119 sharesnew addition2025-09-302025-10-16 AEM AGNICO EAGLE MINES LTD87 shares0.00%2025-09-302025-10-16 CIBR FIRST TR EXCHANGE TRADED FD192 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