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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

HALBERT HARGROVE GLOBAL ADVISORS, LLC

Quarter ended Q2 2025 · Filed July 17, 2025 · Accession 0001484205-25-000009

Total Value
$1.92B
Positions
311
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (311)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200497,168$308.7M16.10%
2WISDOMTREE TRWT6,002,518$300.5M15.67%
3ISHARES TR46434V2823,401,663$218.1M11.38%
4ISHARES TR464287622466,465$158.4M8.26%
5ISHARES TR46432F8421,803,253$150.5M7.85%
6ISHARES INC46434G1032,229,034$133.8M6.98%
7WISDOMTREE TRWT3,147,199$129.0M6.73%
8ISHARES TR46434V2743,195,954$109.4M5.71%
9ISHARES TR464287655359,468$77.6M4.05%
10SPDR INDEX SHS FDS78463X8891,565,077$63.4M3.31%
11ISHARES TR4642872341,190,150$57.4M2.99%
12ISHARES TR464287465395,385$35.3M1.84%
13ISHARES TR464288273398,553$29.0M1.51%
14VANGUARD TAX-MANAGED FDS921943858218,619$12.5M0.65%
15ISHARES TR46428886992,149$11.8M0.61%
16VANGUARD SCOTTSDALE FDS92206C73036,927$10.4M0.54%
17PIMCO ETF TR72201R585301,420$8.0M0.42%
18PIMCO ETF TR72201R77577,972$7.2M0.37%
19ISHARES TR46428768918,164$6.4M0.33%
20J P MORGAN EXCHANGE TRADED F46641Q852126,901$6.2M0.32%
21ISHARES TR46435G42541,738$5.6M0.29%
22PIMCO ETF TR72201R83350,714$5.1M0.27%
23MICROSOFT CORPMSFT8,315$4.1M0.22%
24AIRBNB INCABNB26,500$3.5M0.18%
25AIRBNB INCABNB26,500$3.5M0.18%
26VANGUARD SCOTTSDALE FDS92206C66439,822$3.5M0.18%
27APPLE INCAAPL16,289$3.3M0.17%
28BALL CORPBALL47,486$2.7M0.14%
29INTUITIVE SURGICAL INCISRG4,545$2.5M0.13%
30ISHARES TR46435G51625,047$2.2M0.12%
31VANGUARD WELLINGTON FD92193560715,969$2.1M0.11%
32HOME DEPOT INCHD5,071$1.9M0.10%
33HOME DEPOT INCHD4,900$1.8M0.09%
34INTUITIVE SURGICAL INCISRG3,300$1.8M0.09%
35APPLE INCAAPL8,600$1.8M0.09%
36ISHARES TR46436E76730,794$1.7M0.09%
37ALPHABET INCGOOG8,356$1.5M0.08%
38ELI LILLY & COLLY1,848$1.4M0.08%
39ALPHABET INCGOOG7,700$1.4M0.07%
40INVESCO QQQ TRIVZ2,444$1.3M0.07%
41ELI LILLY & COLLY1,700$1.3M0.07%
42ISHARES INC46434G86333,350$1.3M0.07%
43WISDOMTREE TRWT36,235$1.2M0.06%
44VANGUARD INTL EQUITY INDEX F9220427187,533$1.0M0.05%
45ZIONS BANCORPORATION N A98970110719,109$992,5220.05%
46ALPHABET INCGOOG4,701$833,9700.04%
47ISHARES TR46428852114,679$830,2290.04%
48VANGUARD INTL EQUITY INDEX F92204285814,581$721,1840.04%
49ALPHABET INCGOOG4,000$709,5600.04%
50ISHARES TR46428986711,420$703,1530.04%
51ISHARES TR4642876141,426$605,5020.03%
52ISHARES TR46435G5327,319$555,2100.03%
53PIMCO ETF TR72201R7185,788$554,6350.03%
54ISHARES TR46436E7597,205$536,3210.03%
55SNOWFLAKE INCSNOW2,250$503,4830.03%
56VANGUARD WORLD FD9219107334,530$496,6770.03%
57VANGUARD INDEX FDS922908363873$496,0040.03%
58TESLA INCTSLA1,534$487,2910.03%
59ISHARES TR4642872264,675$463,7490.02%
60UNITY SOFTWARE INCU18,925$457,9850.02%
61UNITY SOFTWARE INCU18,700$452,5400.02%
62SNOWFLAKE INCSNOW2,000$447,5400.02%
63SPDR S&P 500 ETF TRSPY642$396,9190.02%
64VANGUARD INDEX FDS922908736890$390,3740.02%
65WISDOMTREE TRWT7,026$369,1910.02%
66SELECT SECTOR SPDR TR81369Y4071,626$353,4000.02%
67TESLA INCTSLA1,100$349,4260.02%
68MICROSOFT CORPMSFT700$348,1870.02%
69ISHARES TR46434V4641,542$326,5560.02%
70ISHARES TR4642898593,595$299,8270.02%
71WALGREENS BOOTS ALLIANCE INC93142710825,531$293,0960.02%
72WISDOMTREE TRWT8,309$275,7770.01%
73COGNIZANT TECHNOLOGY SOLUTIOCTSH3,429$267,5330.01%
74VISA INCV749$265,9330.01%
75COGNIZANT TECHNOLOGY SOLUTIOCTSH3,400$265,3020.01%
76WISDOMTREE TRWT8,291$264,5610.01%
77SELECT SECTOR SPDR TR81369Y7041,793$264,5080.01%
78WALMART INCWMT2,683$262,3440.01%
79VANGUARD INDEX FDS922908769773$235,0210.01%
80VANGUARD INDEX FDS922908751952$225,5620.01%
81VANGUARD WORLD FD9219107253,375$221,0660.01%
82ISHARES TR4642871501,582$213,6850.01%
83META PLATFORMS INCMETA289$213,3090.01%
84WISDOMTREE TRWT2,523$211,2770.01%
85ISHARES TR4642871192,021$195,8020.01%
86WISDOMTREE TRWT5,372$194,1450.01%
87VANGUARD SCOTTSDALE FDS92206C8702,325$192,7780.01%
88SPDR SERIES TRUST78468R6632,097$192,3560.01%
89ARK ETF TR00214Q7083,688$185,2860.01%
90AMPLIFY ETF TR0321086073,206$183,0950.01%
91BERKSHIRE HATHAWAY INC DELBRK-A365$177,3070.01%
92COLUMBIA ETF TR II19762B2025,136$175,5490.01%
93ISHARES TR46435U6634,090$169,0610.01%
94VANGUARD WHITEHALL FDS9219464061,239$165,1860.01%
95VANGUARD STAR FDS9219097682,296$158,6310.01%
96SCHWAB STRATEGIC TR8085243004,880$142,5450.01%
97ISHARES TR46435G1936,118$142,1220.01%
98BANK AMERICA CORP0605051043,000$141,9600.01%
99ISHARES TR464287598731$141,9460.01%
100VANGUARD INDEX FDS922908611718$139,9420.01%
101SPDR SERIES TRUST78464A7631,026$139,2150.01%
102FIDELITY WISE ORIGIN BITCOINFBTC1,481$139,2000.01%
103WISDOMTREE TRWT5,590$137,2800.01%
104SCHWAB STRATEGIC TR8085241025,664$134,9740.01%
105ISHARES TR4642884483,808$131,4150.01%
106HANCOCK JOHN PFD INCOME FD41013W1087,720$123,4430.01%
107COSTCO WHSL CORP NEW22160K105124$122,6840.01%
108GLOBAL X FDS37954Y43413,685$115,3670.01%
109ISHARES TR46432F339619$113,1660.01%
110VANGUARD INDEX FDS9229085531,239$110,3840.01%
111ISHARES BITCOIN TRUST ETFIBIT1,735$106,2000.01%
112SCHWAB STRATEGIC TR8085242014,328$105,7700.01%
113WISDOMTREE TRWT1,102$105,7700.01%
114CALAMOS CONV OPPORTUNITIES &12811710810,050$105,7260.01%
115SCHWAB STRATEGIC TR8085247223,510$104,6720.01%
116VANGUARD INDEX FDS922908744591$104,4540.01%
117ISHARES TR4642875071,574$97,6200.01%
118ISHARES TR464287804861$94,0990.00%
119VANGUARD WORLD FD92204A702129$85,4070.00%
120BROADCOM INCAVGO310$85,3420.00%
121JPMORGAN CHASE & CO.VYLD293$84,9380.00%
122EATON VANCE TAX-MANAGED GLOBETN9,700$84,8750.00%
123MASTERCARD INCORPORATEDMA150$84,2910.00%
124ISHARES TR46435U5562,040$83,6400.00%
125WISDOMTREE TRWT1,760$79,7110.00%
126ABRDN INCOME CREDIT STRATEGIACP-PA13,485$79,5620.00%
127FIRST TR EXCHANGE TRADED FD33738R5061,258$78,9270.00%
128ISHARES TR4642884893,405$77,3550.00%
129SPDR GOLD TRGLD242$73,7690.00%
130PROSHARES TR74348A467721$72,6050.00%
131SELECT SECTOR SPDR TR81369Y803282$71,4110.00%
132VANGUARD INDEX FDS922908595251$69,4120.00%
133SCHWAB STRATEGIC TR8085247972,604$68,9930.00%
134HARTFORD INSURANCE GROUP INCHIG-PG533$67,6220.00%
135ISHARES TR46435G326852$64,7870.00%
136PACER FDS TR69374H8811,165$64,1920.00%
137PROSHARES TR74347G606769$63,9820.00%
138J P MORGAN EXCHANGE TRADED F46641Q8371,245$63,0970.00%
139ORACLE CORPORCL-PD285$62,3100.00%
140TAIWAN SEMICONDUCTOR MFG LTD874039100274$62,1000.00%
141ISHARES TR46434V738911$60,3090.00%
142MERCK & CO INCMRK748$59,2120.00%
143ISHARES TR464288109703$58,6430.00%
144DEERE & CODE114$57,9680.00%
145VANGUARD WORLD FD921910816150$54,9260.00%
146MEDALIST DIVERSIFIED REIT INMDRR5,000$52,1920.00%
147SCHWAB STRATEGIC TR8085248052,269$50,1440.00%
148AMAZON COM INCAMZN224$49,1440.00%
149UNION PAC CORPUNP212$48,7770.00%
150ISHARES TR464287291514$47,4630.00%
151ISHARES INC46434G764704$44,4510.00%
152VANECK ETF TRUST92189F676157$43,8920.00%
153LLOYDS BANKING GROUP PLCLLOBF9,952$42,2960.00%
154WISDOMTREE TRWT924$41,6270.00%
155VANGUARD WORLD FD92204A108112$40,4420.00%
156NEW JERSEY RES CORPNJR900$40,3380.00%
157ISHARES TR46432F396161$38,6920.00%
158SPDR SERIES TRUST78464A854532$38,6720.00%
159WASTE MGMT INC DEL94106L109166$37,9850.00%
160NOVO-NORDISK A SNONOF549$37,8690.00%
161LAS VEGAS SANDS CORPLVS867$37,7240.00%
162ISHARES TR464288307460$36,9340.00%
163YUM BRANDS INCYUM246$36,4160.00%
164ASML HOLDING N VASMLF45$36,1420.00%
165ADVANCED MICRO DEVICES INCAMD244$34,6240.00%
166ISHARES TR464287515315$34,4930.00%
167TRANE TECHNOLOGIES PLCTT76$33,3250.00%
168NVIDIA CORPORATIONNVDA205$32,4180.00%
169MCDONALDS CORPMCD109$31,8470.00%
170SALESFORCE INCCRM108$29,4890.00%
171CATERPILLAR INCCAT74$28,8840.00%
172NIKE INCNKE400$28,4160.00%
173ISHARES TR46432F834367$28,3730.00%
174SPDR DOW JONES INDL AVERAGE78467X10962$27,3210.00%
175INVESCO EXCHANGE TRADED FD TIVZ520$27,0920.00%
176CLOROX CO DELCLX220$26,4160.00%
177FIRST TR EXCHANGE-TRADED ALP33735K108174$26,2690.00%
178GLOBAL X FDS37954Y814750$25,6650.00%
179IRON MTN INC DEL46284V101250$25,6430.00%
180ISHARES TR464287788206$24,9240.00%
181VANGUARD INTL EQUITY INDEX F922042742189$24,2910.00%
182FREEPORT-MCMORAN INCFCX508$22,0390.00%
183WK KELLOGG CO92942W1071,377$21,9500.00%
184MONDELEZ INTL INC609207105325$21,9180.00%
185WOODWARD INCWWD84$20,6660.00%
186INTUITINTU26$20,5540.00%
187EXXON MOBIL CORPXOM189$20,3750.00%
188BLACKSTONE INCBX133$19,9650.00%
189XPO INCXPO158$19,9540.00%
190THERMO FISHER SCIENTIFIC INCTMO49$19,8680.00%
191SPDR INDEX SHS FDS78463X202325$19,4130.00%
192WISDOMTREE TRWT382$19,1950.00%
193ISHARES TR464287705155$19,1550.00%
194VANGUARD INDEX FDS92290862966$18,5720.00%
195SCHWAB STRATEGIC TR808524508651$18,2610.00%
196HONEYWELL INTL INC43851610676$17,6990.00%
197SCHWAB STRATEGIC TR808524649700$17,6260.00%
198AMERICAN WTR WKS CO INC NEW030420103126$17,5970.00%
199SPDR INDEX SHS FDS78463X434204$17,4190.00%
200NETFLIX INCNFLX13$17,4090.00%
201TJX COS INC NEW872540109140$17,2890.00%
202VANGUARD ADMIRAL FDS INC92193250543$17,0520.00%
203ISHARES TR464287341429$16,8560.00%
204UNITEDHEALTH GROUP INCUNH54$16,8470.00%
205NUVEEN CR STRATEGIES INCOMENU3,000$16,1700.00%
206MARATHON PETE CORPMARA96$15,9470.00%
207LAM RESEARCH CORPLRCX163$15,8770.00%
208ISHARES TR464287473113$14,9320.00%
209ISHARES TR46428740875$14,6570.00%
210FIRST TR EXCHANGE TRADED FD33734X846192$14,5120.00%
211VANGUARD INDEX FDS92290865273$14,0680.00%
212ACCENTURE PLC IRELANDACN44$13,1520.00%
213ROCKET COS INC77311W101923$13,0860.00%
214ISHARES TR46428879474$12,5170.00%
215ISHARES TR46429B267542$12,4560.00%
216FIRST TR EXCHANGE-TRADED FD33733E30246$12,3900.00%
217LOEWS CORPL132$12,1000.00%
218INVESCO EXCHANGE TRADED FD TIVZ64$11,6320.00%
219BOOKING HOLDINGS INCBKNG2$11,5790.00%
220AMERICAN CENTY ETF TR025072877127$11,5700.00%
221CHEVRON CORP NEWCVX80$11,5260.00%
222INVESCO EXCHANGE TRADED FD TIVZ220$11,4870.00%
223SHELL PLCRYDAF162$11,3810.00%
224CROWDSTRIKE HLDGS INCCRWD22$11,2050.00%
225APPLIED MATLS INC03822210561$11,1680.00%
226FRANKLIN TEMPLETON ETF TRFGDL402$11,1410.00%
227RTX CORPORATIONRTX73$10,7270.00%
228ISHARES TR464287325124$10,6760.00%
229ADOBE INCADBE27$10,4460.00%
230COCA COLA COKO147$10,4120.00%
231AGNICO EAGLE MINES LTDAEM87$10,3470.00%
232TEXAS INSTRS INC88250810449$10,1740.00%
233MORGAN STANLEYMS-PQ71$10,0020.00%
234YUM CHINA HLDGS INCYUMC221$9,8810.00%
235FIDELITY COVINGTON TRUST31609A305253$9,3800.00%
236ABBVIE INCABBV50$9,2810.00%
237AMERICAN EXPRESS COAXP28$8,9320.00%
238CARRIER GLOBAL CORPORATIONCARR116$8,4910.00%
239GILEAD SCIENCES INCGILD76$8,4270.00%
240AMERICAN FINL GROUP INC OHIO02593210465$8,1940.00%
241ISHARES TR46428730971$7,8180.00%
242CISCO SYS INCCSCO112$7,7710.00%
243VANGUARD SCOTTSDALE FDS92206C68070$7,6740.00%
244CINTAS CORPCTAS33$7,3550.00%
245SPDR SERIES TRUST78464A71495$7,3210.00%
246PAYCHEX INCPAYX50$7,2730.00%
247DIGITALOCEAN HLDGS INCDOCN245$6,9980.00%
248LOCKHEED MARTIN CORPLMT15$6,9480.00%
249T-MOBILE US INCTMUSZ29$6,9100.00%
250VANGUARD INTL EQUITY INDEX F922042676149$6,8770.00%
251QUALCOMM INCQCOM41$6,5300.00%
252ISHARES TR464289180205$6,4850.00%
253ISHARES TR464288810102$6,3900.00%
254SCHWAB STRATEGIC TR808524409222$6,1430.00%
255S&P GLOBAL INCSPGI11$5,8010.00%
256BANCO SANTANDER S.A.BCDRF676$5,6110.00%
257NASDAQ INCNDAQ62$5,5450.00%
258US BANCORP DELUSB-PS120$5,4300.00%
259DISNEY WALT CO25468710643$5,3330.00%
260INGERSOLL RAND INCIR64$5,3240.00%
261ISHARES TR464289875115$5,3110.00%
262STRYKER CORPORATIONSYK13$5,1440.00%
263ISHARES TR46428888541$4,5920.00%
264ING GROEP N.V.INGVF209$4,5710.00%
265ROPER TECHNOLOGIES INCROP8$4,5350.00%
266ZOETIS INCZTS29$4,5230.00%
267COMCAST CORP NEWCCZ117$4,1760.00%
268PEPSICO INCPEP31$4,0940.00%
269PACCAR INCPCAR43$4,0880.00%
270CSX CORPCSX123$4,0140.00%
271ISHARES TR46428869546$3,9320.00%
272EATON CORP PLCETN11$3,9270.00%
273TOTALENERGIES SETTE63$3,8680.00%
274GE AEROSPACE36960430115$3,8150.00%
275QUANTA SVCS INC74762E10210$3,7810.00%
276BANK NEW YORK MELLON CORP06405810040$3,6450.00%
277GARTNER INCIT9$3,6380.00%
278SOUTHWEST AIRLS CO844741108112$3,6270.00%
279HONDA MOTOR LTDHNDAF123$3,5470.00%
280DANAHER CORPORATION23585110216$3,1610.00%
281ABBOTT LABSABLZF22$2,9930.00%
282EOG RES INCEOG25$2,9910.00%
283NEXTERA ENERGY INCNEE-PW43$2,9860.00%
284CAPITAL ONE FINL CORP14040H10512$2,5540.00%
285BJS WHSL CLUB HLDGS INC05550J10123$2,4810.00%
286ISHARES TR4642876488$2,3090.00%
287CME GROUP INCCME8$2,2050.00%
288BP PLCBPPFF68$2,0360.00%
289CONOCOPHILLIPSCOP22$1,9750.00%
290ISHARES TR46438G81060$1,9320.00%
291GE VERNOVA INCGEV3$1,7260.00%
292WEC ENERGY GROUP INCWEC16$1,6680.00%
293EDWARDS LIFESCIENCES CORPEW21$1,6430.00%
294NORTHROP GRUMMAN CORPNOC3$1,5000.00%
295JOHNSON & JOHNSONJNJ6$9170.00%
296J P MORGAN EXCHANGE TRADED F46654Q74014$9010.00%
297J P MORGAN EXCHANGE TRADED F46641Q3998$8960.00%
298ORGANON & COOGN68$6590.00%
299HOWMET AEROSPACE INCHWM3$6370.00%
300SERVICENOW INCNOW0$5050.00%
301VANGUARD CHARLOTTE FDS92203J4079$4460.00%
302J P MORGAN EXCHANGE TRADED F46641Q3736$4050.00%
303VANGUARD BD INDEX FDS9219378353$2210.00%
304J P MORGAN EXCHANGE TRADED F46641Q8783$1400.00%
305ISHARES INC4642865093$1390.00%
306J P MORGAN EXCHANGE TRADED F46641Q2172$1240.00%
307SPDR SERIES TRUST78464A6724$1160.00%
308SPDR SERIES TRUST78464A3835$1060.00%
309ISHARES TR4642886531$1020.00%
310SPDR SERIES TRUST78464A1443$880.00%
311SOUNDHOUND AI INCSOUNW3$290.00%