Halbert-Hargrove-Global-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-18
Total Holdings
670
Total Value
1749720816
Accession Number
0001484205-25-000006
Form Type
13F-HR
Manager Name
Halbert-Hargrove-Global-Advisors
Data Enrichment
81% identified
541 identified129 unidentified

Holdings

670 positions • $1.7B total value
Manager:
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Page 17 of 34
WEC ENERGY GROUP, INC.
Shares:37
Value:$4.0K
% of Portfolio:0.0% ($4.0K/$1.7B)
TC ENERGY CORP
Shares:82
Value:$3.9K
% of Portfolio:0.0% ($3.9K/$1.7B)
ENTERGY CORP /DE/
Shares:45
Value:$3.8K
% of Portfolio:0.0% ($3.8K/$1.7B)
Eaton Corp plc
Shares:14
Value:$3.8K
% of Portfolio:0.0% ($3.8K/$1.7B)
HONDA MOTOR CO LTD
Shares:140
Value:$3.8K
% of Portfolio:0.0% ($3.8K/$1.7B)
BlackRock, Inc.
Shares:4
Value:$3.8K
% of Portfolio:0.0% ($3.8K/$1.7B)
464288695
Shares:46
Value:$3.8K
% of Portfolio:0.0% ($3.8K/$1.7B)
LyondellBasell Industries N.V.
Shares:52
Value:$3.7K
% of Portfolio:0.0% ($3.7K/$1.7B)
Cigna Group
Shares:11
Value:$3.6K
% of Portfolio:0.0% ($3.6K/$1.7B)
46090F100
Shares:250
Value:$3.4K
% of Portfolio:0.0% ($3.4K/$1.7B)
SYSCO CORP
Shares:45
Value:$3.4K
% of Portfolio:0.0% ($3.4K/$1.7B)
ALEXANDRIA REAL ESTATE EQUITIES, INC.
Shares:36
Value:$3.3K
% of Portfolio:0.0% ($3.3K/$1.7B)
BANK OF MONTREAL /CAN/
Shares:35
Value:$3.3K
% of Portfolio:0.0% ($3.3K/$1.7B)
Edwards Lifesciences Corp
Shares:46
Value:$3.3K
% of Portfolio:0.0% ($3.3K/$1.7B)
PG&E Corp
Shares:193
Value:$3.3K
% of Portfolio:0.0% ($3.3K/$1.7B)
Zoetis Inc.
Shares:20
Value:$3.3K
% of Portfolio:0.0% ($3.3K/$1.7B)
Fortinet, Inc.
Shares:34
Value:$3.3K
% of Portfolio:0.0% ($3.3K/$1.7B)
GE Vernova Inc.
Shares:10
Value:$3.2K
% of Portfolio:0.0% ($3.2K/$1.7B)
HCA Healthcare, Inc.
Shares:9
Value:$3.1K
% of Portfolio:0.0% ($3.1K/$1.7B)
FASTENAL CO
Shares:40
Value:$3.1K
% of Portfolio:0.0% ($3.1K/$1.7B)