Portfolio (Quarterly)
Guide ↗
HALBERT HARGROVE GLOBAL ADVISORS, LLC
· CIK 0001484205| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | DEM | WISDOMTREE TR | — | 1,739.0 | $94K | 0.00% | -21.0 | -1.2% | $53.79 | +3.2% |
| 162 | ABT | ABBOTT LABORATORIES | Healthcare | 1,026.0 | $93K | 0.00% | — | — | $90.77 | +26.5% |
| 163 | AMUU | DIREXION SHARES ETF TRUST | — | 314.0 | $91K | 0.00% | -304.0 | -49.2% | $289.08 | -37.8% |
| 164 | TDIV | FIRST TR EXCHANGE TRADED FD | — | 785.0 | $90K | 0.00% | NEW | — | $114.88 | -0.4% |
| 165 | VYMI | VANGUARD WHITEHALL FDS | — | 894.0 | $88K | 0.00% | NEW | — | $98.20 | +7.6% |
| 166 | EPD | ENTERPRISE PRODS PARTNERS L | — | 2,350.0 | $86K | 0.00% | +200.0 | +9.3% | $36.76 | — |
| 167 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 1,052.0 | $85K | 0.00% | -205.0 | -16.3% | $81.06 | +1.8% |
| 168 | VUSB | VANGUARD BD INDEX FDS | — | 1,676.0 | $83K | 0.00% | +66.0 | +4.1% | $49.79 | -0.1% |
| 169 | SCHD | SCHWAB STRATEGIC TR | — | 2,604.0 | $83K | 0.00% | — | — | $31.70 | +10.6% |
| 170 | CAT | CATERPILLAR INC | Industrials | 77.0 | $82K | 0.00% | +3.0 | +4.0% | $1070.09 | -23.1% |
| 171 | TDV | PROSHARES TR | — | 769.0 | $80K | 0.00% | — | — | $103.96 | -1.7% |
| 172 | MGK | VANGUARD WORLD FD | — | 885.0 | $78K | 0.00% | +708.0 | +400.0% | $87.91 | +1.0% |
| 173 | CGGR | CAPITAL GROUP GROWTH ETF | — | 1,640.0 | $77K | 0.00% | NEW | — | $47.20 | -0.7% |
| 174 | — | SEABRIDGE GOLD INC | — | 3,000.0 | $77K | 0.00% | NEW | — | $25.74 | — |
| 175 | GEV | GE VERNOVA INC | Utilities | 65.0 | $76K | 0.00% | +3.0 | +4.8% | $1175.06 | -19.0% |
| 176 | IDEV | ISHARES TR | — | 852.0 | $76K | 0.00% | — | — | $89.01 | +4.9% |
| 177 | LRCX | LAM RESEARCH CORP | Technology | 174.0 | $75K | 0.00% | +11.0 | +6.8% | $433.75 | -27.5% |
| 178 | EMXC | ISHARES INC | — | 736.0 | $75K | 0.00% | — | — | $102.30 | -3.8% |
| 179 | DE | DEERE & CO | Industrials | 118.0 | $75K | 0.00% | +4.0 | +3.5% | $631.70 | +0.7% |
| 180 | IXN | ISHARES TR | — | 514.0 | $74K | 0.00% | — | — | $144.48 | -4.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Consumer Cyclical
28.0%
Financial Services
22.0%
Technology
20.8%
Communication Services
10.5%
Healthcare
10.3%
Industrials
2.8%
Consumer Defensive
2.1%
Real Estate
1.9%
Energy
0.8%
Utilities
0.5%