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 19 of 34
Interactive Brokers Group, Inc.
Shares:16
Value:$2.6K
% of Portfolio:0.0% ($2.6K/$1.7B)
Constellation Energy Corp
Shares:13
Value:$2.6K
% of Portfolio:0.0% ($2.6K/$1.7B)
UNITED RENTALS, INC.
Shares:4
Value:$2.6K
% of Portfolio:0.0% ($2.6K/$1.7B)
Shares:76
Value:$2.6K
% of Portfolio:0.0% ($2.6K/$1.7B)
POOL CORP
Shares:8
Value:$2.5K
% of Portfolio:0.0% ($2.5K/$1.7B)
REGENERON PHARMACEUTICALS, INC.
Shares:4
Value:$2.5K
% of Portfolio:0.0% ($2.5K/$1.7B)
464287879
Shares:26
Value:$2.5K
% of Portfolio:0.0% ($2.5K/$1.7B)
DIAGEO PLC
Shares:24
Value:$2.5K
% of Portfolio:0.0% ($2.5K/$1.7B)
MARSH & MCLENNAN COMPANIES, INC.
Shares:10
Value:$2.5K
% of Portfolio:0.0% ($2.5K/$1.7B)
COMCAST CORP
Shares:68
Value:$2.5K
% of Portfolio:0.0% ($2.5K/$1.7B)
PayPal Holdings, Inc.
Shares:38
Value:$2.5K
% of Portfolio:0.0% ($2.5K/$1.7B)
INTERNATIONAL BUSINESS MACHINES CORP
Shares:10
Value:$2.5K
% of Portfolio:0.0% ($2.5K/$1.7B)
EQUINIX INC
Shares:3
Value:$2.4K
% of Portfolio:0.0% ($2.4K/$1.7B)
SOUTHERN COPPER CORP/
Shares:26
Value:$2.4K
% of Portfolio:0.0% ($2.4K/$1.7B)
Arthur J. Gallagher & Co.
Shares:7
Value:$2.4K
% of Portfolio:0.0% ($2.4K/$1.7B)
NIKE, Inc.
Shares:38
Value:$2.4K
% of Portfolio:0.0% ($2.4K/$1.7B)
SERVICE CORP INTERNATIONAL
Shares:30
Value:$2.4K
% of Portfolio:0.0% ($2.4K/$1.7B)
Essential Utilities, Inc.
Shares:60
Value:$2.4K
% of Portfolio:0.0% ($2.4K/$1.7B)
AMPHENOL CORP /DE/
Shares:36
Value:$2.4K
% of Portfolio:0.0% ($2.4K/$1.7B)
VEEVA SYSTEMS INC
Shares:10
Value:$2.3K
% of Portfolio:0.0% ($2.3K/$1.7B)