HALBERT HARGROVE GLOBAL ADVISORS, LLC Q2 2025 Filing
Filed July 17, 2025
Portfolio Value
$1.9T
Holdings
299
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (299 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | DHSWISDOMTREE TR | 1,102 | $105.8M | 0.01% | |
| 102 | CHICALAMOS CONV OPPORTUNITIES & | 10,050 | $105.7M | 0.01% | |
| 103 | SCHKSCHWAB STRATEGIC TR | 3,510 | $104.7M | 0.01% | |
| 104 | VTVVANGUARD INDEX FDS | 591 | $104.5M | 0.01% | |
| 105 | IJHISHARES TR | 1,574 | $97.6M | 0.01% | |
| 106 | IJRISHARES TR | 861 | $94.1M | 0.00% | |
| 107 | VGTVANGUARD WORLD FD | 129 | $85.4M | 0.00% | |
| 108 | AVGOBROADCOM INC | 310 | $85.3M | 0.00% | |
| 109 | JPMJPMORGAN CHASE & CO. | 293 | $84.9M | 0.00% | |
| 110 | XEXGXEATON VANCE TAX-MANAGED GLOB | 9,700 | $84.9M | 0.00% | |
| 111 | MAMASTERCARD INCORPORATED | 150 | $84.3M | 0.00% | |
| 112 | ARTYISHARES TR | 2,040 | $83.6M | 0.00% | |
| 113 | DEMWISDOMTREE TR | 1,760 | $79.7M | 0.00% | |
| 114 | ACPABRDN INCOME CREDIT STRATEGI | 13,485 | $79.6M | 0.00% | |
| 115 | RDVYFIRST TR EXCHANGE TRADED FD | 1,258 | $78.9M | 0.00% | |
| 116 | IFGLISHARES TR | 3,405 | $77.4M | 0.00% | |
| 117 | GQ9SPDR GOLD TR | 242 | $73.8M | 0.00% | |
| 118 | NOBLPROSHARES TR | 721 | $72.6M | 0.00% | |
| 119 | XLKSELECT SECTOR SPDR TR | 282 | $71.4M | 0.00% | |
| 120 | VBKVANGUARD INDEX FDS | 251 | $69.4M | 0.00% | |
| 121 | SCHDSCHWAB STRATEGIC TR | 2,604 | $69.0M | 0.00% | |
| 122 | HIGHARTFORD INSURANCE GROUP INC | 533 | $67.6M | 0.00% | |
| 123 | IDEVISHARES TR | 852 | $64.8M | 0.00% | |
| 124 | COWZPACER FDS TR | 1,165 | $64.2M | 0.00% | |
| 125 | TDVPROSHARES TR | 769 | $64.0M | 0.00% | |
| 126 | JPSTJ P MORGAN EXCHANGE TRADED F | 1,245 | $63.1M | 0.00% | |
| 127 | ORCLORACLE CORP | 285 | $62.3M | 0.00% | |
| 128 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 274 | $62.1M | 0.00% | |
| 129 | IEURISHARES TR | 911 | $60.3M | 0.00% | |
| 130 | MRKMERCK & CO INC | 748 | $59.2M | 0.00% | |
| 131 | ILCVISHARES TR | 703 | $58.6M | 0.00% | |
| 132 | DEDEERE & CO | 114 | $58.0M | 0.00% | |
| 133 | MGKVANGUARD WORLD FD | 150 | $54.9M | 0.00% | |
| 134 | MDRRMEDALIST DIVERSIFIED REIT IN | 5,000 | $52.2M | 0.00% | |
| 135 | SCHFSCHWAB STRATEGIC TR | 2,269 | $50.1M | 0.00% | |
| 136 | AMZNAMAZON COM INC | 224 | $49.1M | 0.00% | |
| 137 | UNPUNION PAC CORP | 212 | $48.8M | 0.00% | |
| 138 | IXNISHARES TR | 514 | $47.5M | 0.00% | |
| 139 | EMXCISHARES INC | 704 | $44.5M | 0.00% | |
| 140 | SMHVANECK ETF TRUST | 157 | $43.9M | 0.00% | |
| 141 | LYGLLOYDS BANKING GROUP PLC | 9,952 | $42.3M | 0.00% | |
| 142 | IHDGWISDOMTREE TR | 924 | $41.6M | 0.00% | |
| 143 | VCRVANGUARD WORLD FD | 112 | $40.4M | 0.00% | |
| 144 | NJRNEW JERSEY RES CORP | 900 | $40.3M | 0.00% | |
| 145 | MTUMISHARES TR | 161 | $38.7M | 0.00% | |
| 146 | SPYMSPDR SERIES TRUST | 532 | $38.7M | 0.00% | |
| 147 | WMWASTE MGMT INC DEL | 166 | $38.0M | 0.00% | |
| 148 | NVONOVO-NORDISK A S | 549 | $37.9M | 0.00% | |
| 149 | LVSLAS VEGAS SANDS CORP | 867 | $37.7M | 0.00% | |
| 150 | IMCGISHARES TR | 460 | $36.9M | 0.00% | |
| 151 | YUMYUM BRANDS INC | 246 | $36.4M | 0.00% | |
| 152 | ASMLASML HOLDING N V | 45 | $36.1M | 0.00% | |
| 153 | AMDADVANCED MICRO DEVICES INC | 244 | $34.6M | 0.00% | |
| 154 | IGVISHARES TR | 315 | $34.5M | 0.00% | |
| 155 | TTTRANE TECHNOLOGIES PLC | 76 | $33.3M | 0.00% | |
| 156 | NVDANVIDIA CORPORATION | 205 | $32.4M | 0.00% | |
| 157 | MCDMCDONALDS CORP | 109 | $31.8M | 0.00% | |
| 158 | CRMSALESFORCE INC | 108 | $29.5M | 0.00% | |
| 159 | CATCATERPILLAR INC | 74 | $28.9M | 0.00% | |
| 160 | NKENIKE INC | 400 | $28.4M | 0.00% | |
| 161 | IXUSISHARES TR | 367 | $28.4M | 0.00% | |
| 162 | DONSPDR DOW JONES INDL AVERAGE | 62 | $27.3M | 0.00% | |
| 163 | XLGINVESCO EXCHANGE TRADED FD T | 520 | $27.1M | 0.00% | |
| 164 | CLXCLOROX CO DEL | 220 | $26.4M | 0.00% | |
| 165 | FTCFIRST TR EXCHANGE-TRADED ALP | 174 | $26.3M | 0.00% | |
| 166 | FINXGLOBAL X FDS | 750 | $25.7M | 0.00% | |
| 167 | IRMIRON MTN INC DEL | 250 | $25.6M | 0.00% | |
| 168 | IYFISHARES TR | 206 | $24.9M | 0.00% | |
| 169 | VTVANGUARD INTL EQUITY INDEX F | 189 | $24.3M | 0.00% | |
| 170 | FCXFREEPORT-MCMORAN INC | 508 | $22.0M | 0.00% | |
| 171 | KLGWK KELLOGG CO | 1,377 | $21.9M | 0.00% | |
| 172 | MDLZMONDELEZ INTL INC | 325 | $21.9M | 0.00% | |
| 173 | WWDWOODWARD INC | 84 | $20.7M | 0.00% | |
| 174 | INTUINTUIT | 26 | $20.6M | 0.00% | |
| 175 | XOMEXXON MOBIL CORP | 189 | $20.4M | 0.00% | |
| 176 | BXBLACKSTONE INC | 133 | $20.0M | 0.00% | |
| 177 | XPOXPO INC | 158 | $20.0M | 0.00% | |
| 178 | TMOTHERMO FISHER SCIENTIFIC INC | 49 | $19.9M | 0.00% | |
| 179 | FEZSPDR INDEX SHS FDS | 325 | $19.4M | 0.00% | |
| 180 | USFRWISDOMTREE TR | 382 | $19.2M | 0.00% | |
| 181 | IJJISHARES TR | 155 | $19.2M | 0.00% | |
| 182 | VOVANGUARD INDEX FDS | 66 | $18.6M | 0.00% | |
| 183 | SCHMSCHWAB STRATEGIC TR | 651 | $18.3M | 0.00% | |
| 184 | HONHONEYWELL INTL INC | 76 | $17.7M | 0.00% | |
| 185 | SCMBSCHWAB STRATEGIC TR | 700 | $17.6M | 0.00% | |
| 186 | AWCAMERICAN WTR WKS CO INC NEW | 126 | $17.6M | 0.00% | |
| 187 | QEFASPDR INDEX SHS FDS | 204 | $17.4M | 0.00% | |
| 188 | NFLXNETFLIX INC | 13 | $17.4M | 0.00% | |
| 189 | TJXTJX COS INC NEW | 140 | $17.3M | 0.00% | |
| 190 | VOOGVANGUARD ADMIRAL FDS INC | 43 | $17.1M | 0.00% | |
| 191 | IXCISHARES TR | 429 | $16.9M | 0.00% | |
| 192 | UNHUNITEDHEALTH GROUP INC | 54 | $16.8M | 0.00% | |
| 193 | XJQCXNUVEEN CR STRATEGIES INCOME | 3,000 | $16.2M | 0.00% | |
| 194 | MPCMARATHON PETE CORP | 96 | $15.9M | 0.00% | |
| 195 | LRCXLAM RESEARCH CORP | 163 | $15.9M | 0.00% | |
| 196 | IWSISHARES TR | 113 | $14.9M | 0.00% | |
| 197 | IVEISHARES TR | 75 | $14.7M | 0.00% | |
| 198 | CIBRFIRST TR EXCHANGE TRADED FD | 192 | $14.5M | 0.00% | |
| 199 | VXFVANGUARD INDEX FDS | 73 | $14.1M | 0.00% | |
| 200 | ACNACCENTURE PLC IRELAND | 44 | $13.2M | 0.00% |