Titelia

Holdings of HALBERT HARGROVE GLOBAL ADVISORS, LLC

301 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 90.6 % of the equity sleeve

Sector breakdown

  • Funds 28.0 %
  • Consumer discretionary 0.5 %
  • Technology 0.5 %
  • Communication 0.4 %
  • Health care 0.3 %
  • Financials 0.1 %
  • Industrials 0.1 %
  • Consumer staples 0.1 %
  • Unattributed 69.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %
  • TW 0.0 %
  • GB 0.0 %
  • NL 0.0 %
  • DK 0.0 %
  • ES 0.0 %
  • JP 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US2921.3B $99.98 %
2TW192.7K $0.01 %
3GB392.5K $0.01 %
4NL265K $0.00 %
5DK120.2K $0.00 %
6ES17.6K $0.00 %
7JP13K $0.00 %

Positions

RankCompanySharesValueWeight
101Vanguard Real Estate ETF 1,281113.6K $
102Schwab U.S. Large-Cap ETF 4,328111K $
103Costco Wholesale Corp 111110.5K $
104State Street SPDR S&P Dividend ETF 749109.3K $
105Vanguard Index Funds 358108.1K $
106S&P Global Inc 250106.3K $
107Abbott Laboratories 1,022104.9K $
108SPDR Gold Shares 242104.1K $
109Broadcom Inc 331102.4K $
110PIMCO DYNAMIC INCOME STRATEGY FUND 4,50099.3K $
111Nuveen Preferred & Income Opportunities Fund 13,00098K $
112Simon Property Group Inc 52197.2K $
113iShares Core S&P Small-Cap ETF 76495K $
114iShares Future AI & Tech ETF 2,04094.9K $
115Vanguard FTSE All-World ex-US ETF 1,26094.6K $
116Taiwan Semiconductor Manufacturing Co Ltd 27492.7K $
117Vanguard Information Technology ETF 13090.5K $
118Healthpeak Properties Inc 5,47289.9K $
119Clorox Co/The 84887.9K $
120WisdomTree Trust 1,76087.5K $
121First Trust Rising Dividend Achievers ETF 1,25785.8K $
122abrdn Income Credit Strategies Fund 16,38583.6K $
123Enterprise Products Partners LP 2,15081.4K $
124Vanguard Ultra Short Bond ETF 1,61080.2K $
125Schwab US Dividend Equity ETF 2,60479.9K $
126SELECT SECTOR SPDR TRUST (THE) 56475K $
127General Electric Co 25873.2K $
128Pacer Funds Trust 1,16572.9K $
129Hartford Insurance Group Inc/The 53372.1K $
130iShares Core MSCI International Developed Markets ETF 85271.2K $
131SPDR Series Trust 77270.7K $
132iShares Bitcoin Trust ETF 1,73566.7K $
133Vanguard Mega Cap Growth ETF 17765K $
134Deere & Co 11464.2K $
135Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 49862.3K $
136Mastercard Inc 12462.2K $
137Schwab International Equity ETF 2,45960.9K $
138State Street SPDR Portfolio Emerging Markets ETF 1,28060K $
139ASML Holding NV 4559.6K $
140Alliance Resource Partners LP 2,10058.1K $
141AT&T Inc 2,00058K $
142Ishares Inc 73657.9K $
143ProShares Trust 54557.8K $
144Invesco S&P 500 Equal Weight ETF 30057.6K $
145VanEck Semiconductor ETF 14957.3K $
146iShares Trust 75055.8K $
147J P Morgan Exchange Traded Fund Trust 1,00055.5K $
148GE Vernova Inc 6254.3K $
149Caterpillar Inc 7452.7K $
150iShares Trust 51451.4K $
151SPDR Series Trust 40051.1K $
152Lloyds Banking Group PLC 10,09650.8K $
153ProShares Trust 1,20250.1K $
154Advanced Micro Devices Inc 24449.6K $
155New Jersey Resources Corp 90049.4K $
156Global X Funds 1,25048.9K $
157iShares Core Dividend Growth ETF 67847.6K $
158NextEra Energy Inc 51047.4K $
159iShares Trust 22147.2K $
160Las Vegas Sands Corp 86746.7K $
161Alaska Air Group Inc 1,25646.2K $
162iShares MSCI USA Momentum Factor ETF 18344K $
163J P Morgan Exchange Traded Fund Trust 75042.5K $
164Oracle Corp 27039.7K $
165Nuveen Credit Strategies Income Fund 8,00039K $
166Union Pacific Corp 15838.3K $
167Yum! Brands Inc 24638.2K $
168Waste Management Inc 16638.1K $
169SPDR Series Trust 47436.3K $
170Lam Research Corp 16334.8K $
171Direxion Shares ETF Trust 18734.5K $
172iShares Core MSCI Europe ETF 49034.4K $
173XAI Octagon Floating 2,00034.4K $
174Fidelity Covington Trust 89732.5K $
175EQT Corp 50031.8K $
176iShares Core MSCI Total International Stock ETF 36731.8K $
177Freeport-McMoRan Inc 50829.9K $
178State Street Health Care Select Sector SPDR ETF 20029.3K $
179State Street Spdr Dow Jones Industrial Average Etf Trust 6228.7K $
180Invesco Exchange-Traded Fund T 52028.4K $
181Direxion Shares ETF Trust 56327K $
182First Trust Exchange-Traded AlphaDEX Fund 17426.8K $
183BP PLC 56826.7K $
184Vanguard Total World Stock ETF 18926.1K $
185Iron Mountain Inc 25025.5K $
186ISHARES TRUST 31525.2K $
187iShares Global Energy ETF 42924.7K $
188PepsiCo Inc 15724.4K $
189iShares U.S. Financials ETF 20624.2K $
190NVIDIA Corp 13723.8K $
191Marathon Petroleum Corp 9623.4K $
192VANGUARD WORLD FUND 6523.3K $
193XPO Inc 11923.2K $
194iShares Core S&P U.S. Growth ETF 14522.5K $
195KeyCorp 1,09822K $
196DigitalOcean Holdings Inc 24521K $
197Capital Group Dividend Value ETF 49220.9K $
198Applied Materials Inc 6120.9K $
199SPDR Series Trust 21020.6K $
200iShares S&P Mid-Cap 400 Value ETF 15520.5K $