HALBERT HARGROVE GLOBAL ADVISORS, LLC Q1 2025 Filing
Filed April 18, 2025
Portfolio Value
$1.8T
Holdings
670
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (670 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 401 | RFREGIONS FINANCIAL CORP NEW | 80 | $1.7M | 0.00% | |
| 402 | AMEAMETEK INC | 10 | $1.7M | 0.00% | |
| 403 | CITCINTAS CORP | 8 | $1.6M | 0.00% | |
| 404 | WABWABTEC | 9 | $1.6M | 0.00% | |
| 405 | T7DTRANSDIGM GROUP INC | 1 | $1.6M | 0.00% | |
| 406 | MTBM & T BK CORP | 9 | $1.6M | 0.00% | |
| 407 | ELVELEVANCE HEALTH INC | 4 | $1.6M | 0.00% | |
| 408 | PANWPALO ALTO NETWORKS INC | 9 | $1.6M | 0.00% | |
| 409 | CMCANADIAN IMPERIAL BK COMM | 27 | $1.5M | 0.00% | |
| 410 | IVLUISHARES TR | 50 | $1.5M | 0.00% | |
| 411 | DYHTARGET CORP | 15 | $1.5M | 0.00% | |
| 412 | AZNASTRAZENECA PLC | 21 | $1.5M | 0.00% | |
| 413 | KBHKB HOME | 25 | $1.5M | 0.00% | |
| 414 | HESHESS CORP | 9 | $1.4M | 0.00% | |
| 415 | DDOMINION ENERGY INC | 25 | $1.4M | 0.00% | |
| 416 | CHTRCHARTER COMMUNICATIONS INC N | 4 | $1.4M | 0.00% | |
| 417 | SAPSAP SE | 5 | $1.3M | 0.00% | |
| 418 | VLOVALERO ENERGY CORP | 10 | $1.3M | 0.00% | |
| 419 | MCDMCDONALDS CORP | 4 | $1.3M | 0.00% | |
| 420 | HEIHEICO CORP NEW | 6 | $1.3M | 0.00% | |
| 421 | SNPSSYNOPSYS INC | 3 | $1.3M | 0.00% | |
| 422 | ADPAUTOMATIC DATA PROCESSING IN | 4 | $1.2M | 0.00% | |
| 423 | SCHWSCHWAB CHARLES CORP | 15 | $1.2M | 0.00% | |
| 424 | PG4PRINCIPAL FINANCIAL GROUP IN | 14 | $1.2M | 0.00% | |
| 425 | ADIANALOG DEVICES INC | 6 | $1.2M | 0.00% | |
| 426 | VRTVERTIV HOLDINGS CO | 16 | $1.2M | 0.00% | |
| 427 | USFDUS FOODS HLDG CORP | 17 | $1.1M | 0.00% | |
| 428 | CFGCITIZENS FINL GROUP INC | 27 | $1.1M | 0.00% | |
| 429 | KHCKRAFT HEINZ CO | 35 | $1.1M | 0.00% | |
| 430 | TRVCCITIGROUP INC | 15 | $1.0M | 0.00% | |
| 431 | AIGAMERICAN INTL GROUP INC | 12 | $1.0M | 0.00% | |
| 432 | TRVTRAVELERS COMPANIES INC | 4 | $1.0M | 0.00% | |
| 433 | FNDESCHWAB STRATEGIC TR | 33 | $1.0M | 0.00% | |
| 434 | 8CWCROWN CASTLE INC | 10 | $1.0M | 0.00% | |
| 435 | CVSCVS HEALTH CORP | 15 | $1.0M | 0.00% | |
| 436 | AFLAFLAC INC | 9 | $1.0M | 0.00% | |
| 437 | INTCINTEL CORP | 43 | $984K | 0.00% | |
| 438 | LNTALLIANT ENERGY CORP | 15 | $966K | 0.00% | |
| 439 | MLMMARTIN MARIETTA MATLS INC | 2 | $957K | 0.00% | |
| 440 | AKXANSYS INC | 3 | $950K | 0.00% | |
| 441 | BBUSJ P MORGAN EXCHANGE TRADED F | 9 | $909K | 0.00% | |
| 442 | MSIMOTOROLA SOLUTIONS INC | 2 | $876K | 0.00% | |
| 443 | BBVABANCO BILBAO VIZCAYA ARGENTA | 64 | $872K | 0.00% | |
| 444 | KDPKEURIG DR PEPPER INC | 25 | $850K | 0.00% | |
| 445 | IDXXIDEXX LABS INC | 2 | $840K | 0.00% | |
| 446 | MAAMID-AMER APT CMNTYS INC | 5 | $838K | 0.00% | |
| 447 | EQHEQUITABLE HLDGS INC | 16 | $834K | 0.00% | |
| 448 | ULUNILEVER PLC | 14 | $834K | 0.00% | |
| 449 | DALDELTA AIR LINES INC DEL | 19 | $829K | 0.00% | |
| 450 | JGLOJ P MORGAN EXCHANGE TRADED F | 14 | $826K | 0.00% | |
| 451 | HLNHALEON PLC | 80 | $823K | 0.00% | |
| 452 | ESEVERSOURCE ENERGY | 13 | $800K | 0.00% | |
| 453 | APPAPPLOVIN CORP | 3 | $795K | 0.00% | |
| 454 | SRESEMPRA | 11 | $785K | 0.00% | |
| 455 | ROKROCKWELL AUTOMATION INC | 3 | $776K | 0.00% | |
| 456 | CDNSCADENCE DESIGN SYSTEM INC | 3 | $763K | 0.00% | |
| 457 | SMFGSUMITOMO MITSUI FINL GROUP I | 49 | $758K | 0.00% | |
| 458 | RELXRELX PLC | 15 | $757K | 0.00% | |
| 459 | PSXPHILLIPS 66 | 6 | $741K | 0.00% | |
| 460 | FWONALIBERTY MEDIA CORP DEL | 11 | $729K | 0.00% | |
| 461 | GISGENERAL MLS INC | 12 | $718K | 0.00% | |
| 462 | HLTHILTON WORLDWIDE HLDGS INC | 3 | $683K | 0.00% | |
| 463 | PNWPINNACLE WEST CAP CORP | 7 | $667K | 0.00% | |
| 464 | SPGSIMON PPTY GROUP INC NEW | 4 | $665K | 0.00% | |
| 465 | DOCHEALTHPEAK PROPERTIES INC | 33 | $661K | 0.00% | |
| 466 | MFGMIZUHO FINANCIAL GROUP INC | 118 | $651K | 0.00% | |
| 467 | DGDOLLAR GEN CORP NEW | 7 | $648K | 0.00% | |
| 468 | CNCCENTENE CORP DEL | 10 | $630K | 0.00% | |
| 469 | COFCAPITAL ONE FINL CORP | 4 | $630K | 0.00% | |
| 470 | FFORD MTR CO | 62 | $622K | 0.00% | |
| 471 | PSAPUBLIC STORAGE OPER CO | 2 | $599K | 0.00% | |
| 472 | NTRSNORTHERN TR CORP | 6 | $592K | 0.00% | |
| 473 | VLTOVERALTO CORP | 6 | $585K | 0.00% | |
| 474 | KMIKINDER MORGAN INC DEL | 20 | $580K | 0.00% | |
| 475 | RMERESMED INC | 3 | $578K | 0.00% | |
| 476 | NXPINXP SEMICONDUCTORS N V | 3 | $571K | 0.00% | |
| 477 | CAHCARDINAL HEALTH INC | 4 | $552K | 0.00% | |
| 478 | HRBBLOCK H & R INC | 10 | $550K | 0.00% | |
| 479 | DOXAMDOCS LTD | 6 | $549K | 0.00% | |
| 480 | MMSMAXIMUS INC | 8 | $546K | 0.00% | |
| 481 | MOALTRIA GROUP INC | 9 | $541K | 0.00% | |
| 482 | HUMHUMANA INC | 2 | $530K | 0.00% | |
| 483 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 6 | $523K | 0.00% | |
| 484 | BMRNBIOMARIN PHARMACEUTICAL INC | 7 | $514K | 0.00% | |
| 485 | NETCLOUDFLARE INC | 5 | $513K | 0.00% | |
| 486 | AERAERCAP HOLDINGS NV | 5 | $511K | 0.00% | |
| 487 | WSOWATSCO INC | 1 | $509K | 0.00% | |
| 488 | GSKGSK PLC | 13 | $506K | 0.00% | |
| 489 | EBNDSPDR SER TR | 25 | $502K | 0.00% | |
| 490 | EQREQUITY RESIDENTIAL | 7 | $502K | 0.00% | |
| 491 | FLEXFLEX LTD | 15 | $497K | 0.00% | |
| 492 | XYZBLOCK INC | 9 | $488K | 0.00% | |
| 493 | GEHCGE HEALTHCARE TECHNOLOGIES I | 6 | $485K | 0.00% | |
| 494 | A4SAMERIPRISE FINL INC | 1 | $485K | 0.00% | |
| 495 | CAGCONAGRA BRANDS INC | 18 | $481K | 0.00% | |
| 496 | WPCWP CAREY INC | 7 | $471K | 0.00% | |
| 497 | MTGMGIC INVT CORP WIS | 19 | $471K | 0.00% | |
| 498 | BMTABRITISH AMERN TOB PLC | 11 | $468K | 0.00% | |
| 499 | WDAYWORKDAY INC | 2 | $468K | 0.00% | |
| 500 | CPACOPA HOLDINGS SA | 5 | $463K | 0.00% |