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Halbert Hargrove Global Advisors, LLC

Q1 2025 Holdings

Filed 2025-04-18 | 682 holdings | $1.8B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Invesco Exchange Traded FD T(XLG)S&P 500 TOP 5046137V233$23.9K5200.0%
Netflix Inc(NFLX)COM64110L106$24.5K260.0%
Merck & Co Inc(MRK)COM58933Y105$25.0K2790.0%
Ishares TR(IXUS)CORE MSCI TOTAL46432F834$27.2K3900.0%
WK Kellogg Co(KLG)COM SHS92942W107$27.4K1,3770.0%
Ishares TR(IGV)EXPANDED TECH464287515$28.0K3150.0%
Loews Corp(L)COM540424108$28.2K3070.0%
Caterpillar Inc(CAT)COM149123101$28.5K860.0%
Advanced Micro Devices Inc(AMD)COM007903107$29.9K2910.0%
Asml Holding N V(ASML)N Y REGISTRY SHSN07059210$30.4K460.0%
Ishares TR(CMF)CALIF MUN BD ETF464288356$31.0K5510.0%
Ishares TR(MTUM)MSCI USA MMENTM46432F396$32.5K1610.0%
Clorox Co del(CLX)COM189054109$32.5K2210.0%
Vaneck ETF Trust(SMH)SEMICONDUCTR ETF92189F676$33.3K1570.0%
LAS Vegas Sands Corp(LVS)COM517834107$33.6K8690.0%
Salesforce Inc(CRM)COM79466L302$34.9K1300.0%
Spdr SER TR(SPYM)PORTFOLIO S&P50078464A854$35.0K5320.0%
Ishares TR(IMCG)MRGSTR MD CP GRW464288307$35.5K4970.0%
Fidelity Wise Origin Bitcoin(FBTC)SHS315948109$37.7K5240.0%
Exxon Mobil Corp(XOM)COM30231G102$38.0K3190.0%
Global X FDS(GNOMEUR)GENOMIC BIOTECH37954Y434$38.5K4,8460.0%
YUM Brands Inc(YUM)COM988498101$38.8K2470.0%
Ishares TR(IXN)GLOBAL TECH ETF464287291$38.9K5140.0%
Novo-Nordisk A S(NVO)ADR670100205$39.0K5610.0%
Wisdomtree TR(IHDG)ITL HDG QTLY DIV97717X594$40.1K9240.0%
Waste Mgmt Inc del(WM)COM94106L109$41.9K1810.0%
Oracle Corp(ORCL)COM68389X105$43.2K3090.0%
New Jersey RES Corp(NJR)COM646025106$44.2K9000.0%
Vanguard World FD(MGK)MEGA GRWTH IND921910816$49.4K1600.0%
Taiwan Semiconductor MFG LTD(TSM)SPONSORED ADS874039100$51.4K3100.0%
Global X FDS(FINX)FINTECH ETF37954Y814$51.6K1,8720.0%
Spdr DOW Jones Indl Average(DIA)UT SER 178467X109$52.1K1240.0%
Mastercard Incorporated(MA)CL A57636Q104$52.1K950.0%
Unitedhealth Group Inc(UNH)COM91324P102$54.4K1040.0%
Deere & Co(DE)COM244199105$54.7K1160.0%
Ishares TR(IEUR)CORE MSCI EURO46434V738$54.8K9110.0%
Proshares TR(TDV)S&P TECH DIVIDEN74347G606$56.0K7690.0%
Vanguard World FD(VCR)CONSUM DIS ETF92204A108$56.5K1740.0%
Ishares TR(IDEV)CORE MSCI INTL46435G326$58.7K8520.0%
Select Sector Spdr TR(XLK)TECHNOLOGY81369Y803$60.5K2930.0%
Medalist Diversified REIT in(MDRR)COM58403P402$62.7K5,0000.0%
Broadcom Inc(AVGO)COM11135F101$63.0K3770.0%
Vanguard Index FDS(VBK)SML CP GRW ETF922908595$63.1K2510.0%
Pacer FDS TR(COWZ)US CASH COWS 10069374H881$63.8K1,1650.0%
Hartford Insurance Group Inc(HIG)COM416515104$67.8K5480.0%
Ishares TR(ILCV)MORNINGSTAR VALU464288109$68.0K8350.0%
Home Depot Inc(HD)COM437076102$68.9K1880.0%
Franklin Templeton ETF TR(HELX)GENOMIC ADV ETF35473P520$69.0K2,5540.0%
Spdr Gold TR(GLD)GOLD SHS78463V107$69.7K2420.0%
First TR Exchange Traded FD(RDVY)RISNG DIVD ACHIV33738R506$73.6K1,2580.0%
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