Latest HALBERT HARGROVE GLOBAL ADVISORS, LLC Stock Portfolio

HALBERT HARGROVE GLOBAL ADVISORS, LLC Performance:

2025 Q2: 2.91%YTD: 1.11%2024: 7.22%

Performance for 2025 Q2 is 2.91%, and YTD is 1.11%, and 2024 is 7.22%.

About HALBERT HARGROVE GLOBAL ADVISORS, LLC and 13F Hedge Fund Stock Holdings

HALBERT HARGROVE GLOBAL ADVISORS, LLC is a hedge fund based in LONG BEACH, CA. On 14-Aug-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $2.7 Billions. In it's latest 13F Holdings report, HALBERT HARGROVE GLOBAL ADVISORS, LLC reported an equity portfolio of $1.9 Billions as of 30 Jun, 2025.

The top stock holdings of HALBERT HARGROVE GLOBAL ADVISORS, LLC are IJR, DWMF, ACWF. The fund has invested 16.1% of it's portfolio in ISHARES TR and 15.7% of portfolio in WISDOMTREE TR.

The fund managers got completely rid off PARKER-HANNIFIN CORP (PH), KELLANOVA (K) and LI AUTO INC (LI) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), VANGUARD BD INDEX FDS (BIV) and TRANE TECHNOLOGIES PLC (TT). HALBERT HARGROVE GLOBAL ADVISORS, LLC opened new stock positions in SPDR INDEX SHS FDS (CWI), ISHARES TR (DMXF) and COLUMBIA ETF TR II (ECON). The fund showed a lot of confidence in some stocks as they added substantially to LLOYDS BANKING GROUP PLC, ISHARES TR (IJR) and MCDONALDS CORP (MCD).

HALBERT HARGROVE GLOBAL ADVISORS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that HALBERT HARGROVE GLOBAL ADVISORS, LLC made a return of 2.91% in the last quarter. In trailing 12 months, it's portfolio return was 3.9%.

New Buys

Ticker	$ Bought
spdr index shs fds	63,369,900
ishares tr	1,660,720
columbia etf tr ii	175,549
ishares tr	83,640
schwab strategic tr	17,626
rocket cos inc	13,086
ishares tr	12,456
digitalocean hldgs inc	6,998

New stocks bought by HALBERT HARGROVE GLOBAL ADVISORS, LLC

Additions

Ticker	% Inc.
lloyds banking group plc	10,836
ishares tr	2,783
mcdonalds corp	2,625
home depot inc	2,597
nike inc	952
union pac corp	909
quanta svcs inc	900
ishares tr	482

Additions to existing portfolio by HALBERT HARGROVE GLOBAL ADVISORS, LLC

Reductions

Ticker	% Reduced
spdr series trust	-99.87
vanguard bd index fds	-99.8
trane technologies plc	-98.92
ingersoll rand inc	-98.43
vanguard charlotte fds	-93.75
johnson & johnson	-92.59
wisdomtree tr	-92.47
howmet aerospace inc	-86.96

HALBERT HARGROVE GLOBAL ADVISORS, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
nio inc	-22,609
parker-hannifin corp	-2,554,790
nuveen cr strategies income	0.00
schwab strategic tr	-21,509
vanguard bd index fds	-19,815
vanguard scottsdale fds	-20,375
vanguard scottsdale fds	-12,617
verizon communications inc	-9,322

HALBERT HARGROVE GLOBAL ADVISORS, LLC got rid off the above stocks

Sector Distribution

HALBERT HARGROVE GLOBAL ADVISORS, LLC has about 98.5% of it's holdings in Others sector.

Sector	%
Others	98.5

Market Cap. Distribution

HALBERT HARGROVE GLOBAL ADVISORS, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	98.5

Stocks belong to which Index?

About 1.4% of the stocks held by HALBERT HARGROVE GLOBAL ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	98.6
S&P 500	1.4

Top 5 Winners (%)		%
AVGO	broadcom inc	59.6 %
SNOW	snowflake inc	53.1 %
ORCL	oracle corp	53.0 %
AMLX	amplify etf tr	50.1 %
CRWD	crowdstrike hldgs inc	44.6 %

Top 5 Winners ($)		$
IJR	ishares tr	29.3 M
IJR	ishares tr	7.9 M
IJR	ishares tr	5.8 M
IJR	ishares tr	5.4 M
IJR	ishares tr	2.7 M

Top 5 Losers (%)		%
UNH	unitedhealth group inc	-40.3 %
CLX	clorox co del	-18.4 %
TMO	thermo fisher scientific inc	-17.3 %
MDRR	medalist diversified reit in	-16.7 %
CVX	chevron corp new	-15.4 %

Top 5 Losers ($)		$
AAPL	apple inc	-0.3 M
LLY	eli lilly & co	-0.1 M
UNH	unitedhealth group inc	0.0 M
MDRR	medalist diversified reit in	0.0 M
CLX	clorox co del	0.0 M

HALBERT HARGROVE GLOBAL ADVISORS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of HALBERT HARGROVE GLOBAL ADVISORS, LLC

HALBERT HARGROVE GLOBAL ADVISORS, LLC has 298 stocks in it's portfolio. About 86% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for HALBERT HARGROVE GLOBAL ADVISORS, LLC last quarter.

Last Reported on: 17 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	IJR	ishares tr	16.10	497,168	308,692,000	reduced	-0.31
Historical Trend of ISHARES TR Position Held By HALBERT HARGROVE GLOBAL ADVISORS, LLC What % of Portfolio is IJR?: Number of IJR shares held: Change in No. of Shares Held:
	DWMF	wisdomtree tr	15.67	6,002,520	300,486,000	reduced	-0.27

	ACWF	ishares tr	11.38	3,401,660	218,149,000	added	0.32

	IJR	ishares tr	8.26	466,465	158,398,000	added	2,783

	IBCE	ishares tr	7.85	1,803,250	150,536,000	reduced	-1.25

	EMGF	ishares inc	6.98	2,229,030	133,809,000	reduced	-0.35

	DWMF	wisdomtree tr	6.73	3,147,200	129,004,000	added	0.19

	ACWF	ishares tr	5.71	3,195,950	109,397,000	added	0.44

	IJR	ishares tr	4.05	359,468	77,569,600	added	1.78

	CWI	spdr index shs fds	3.31	1,565,080	63,369,900	new

	IJR	ishares tr	3.00	1,190,150	57,412,800	reduced	-2.94

	IJR	ishares tr	1.84	395,385	35,343,500	reduced	-67.00

	AAXJ	ishares tr	1.51	398,553	28,966,900	reduced	-5.31

	VEA	vanguard tax-managed fds	0.65	218,619	12,463,500	reduced	-3.93

	AAXJ	ishares tr	0.61	92,149	11,763,700	reduced	-8.91

	BNDW	vanguard scottsdale fds	0.54	36,927	10,371,300	added	7.82

	BOND	pimco etf tr	0.42	301,420	7,999,690	added	1.15

	BOND	pimco etf tr	0.38	77,972	7,187,440	reduced	-1.07

	IJR	ishares tr	0.33	18,164	6,375,560	reduced	-0.48

	BBAX	j p morgan exchange traded f	0.32	126,901	6,169,910	added	1.95