Halbert Hargrove Global Advisors, LLC Purchases in Q1 2025

Halbert Hargrove Global Advisors, LLC

  • $1.76 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
1
+ 4.35%
$88.0 - $115.5 $88 - $116
24 $2K
DGX
Quest Diagnostics Inc

Healthcare
1
New
N/A
1 $0
PWR
Quanta Services, Inc.

Industrials
1
New
$236.71 - $358.03 $237 - $358
1 $0
HEIA
Heico Crp Cl A
6
New
N/A
6 $0
PEG
Public Service Enterprise Group Inc

Utilities
2
New
$78.2 - $90.39 $156 - $181
2 $0
PSA
Public Storage

Real Estate
2
New
$288.99 - $313.98 $578 - $628
2 $0
HRB
H&R Block Inc

Consumer Cyclical
10
New
$49.96 - $55.97 $500 - $560
10 $0
SQ
Block, Inc.

Technology
9
New
$54.04 - $92.95 $486 - $837
9 $0
HSY
Hershey CO

Consumer Defensive
0
New
$144.74 - $186.36 $0 - $0
0 $0
BP
Bp PLC

Energy
8
+ 11.76%
$29.93 - $35.31 $239 - $282
76 $2K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
3
New
$221.78 - $273.45 $665 - $820
3 $0
CAH
Cardinal Health Inc

Healthcare
4
New
$118.02 - $137.77 $472 - $551
4 $0
CCL
Carnival Corp

Consumer Cyclical
1
New
$19.08 - $28.49 $19.1 - $28.5
1 $0
IEX
Idex Corp

Industrials
1
New
$178.23 - $224.31 $178 - $224
1 $0
OKE
Oneok Inc

Energy
3
New
$89.57 - $109.85 $269 - $330
3 $0
NVS
Novartis Ag

Healthcare
3
New
$97.14 - $115.57 $291 - $347
3 $0
Blackrock Inc
4
New
N/A
4 $0
OMC
Omnicom Group Inc.

Communication Services
2
New
$79.43 - $88.34 $159 - $177
2 $0
ODFL
Old Dominion Freight Line, Inc.

Industrials
2
New
$161.13 - $209.29 $322 - $419
2 $0
OKTA
Okta, Inc.

Technology
3
New
$78.83 - $116.72 $236 - $350
3 $0
NXPI
Nxp Semiconductors N.V.

Technology
3
New
$189.99 - $245.86 $570 - $738
3 $0
Nuveen Cr Strategies Income
3K
New
N/A
3K $0
NTR
Nutrien Ltd.

Basic Materials
7
New
$45.28 - $53.84 $317 - $377
7 $0
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
20
New
$18.53 - $29.07 $371 - $581
20 $0
HII
Huntington Ingalls Industries, Inc.

Industrials
2
New
$159.75 - $208.61 $320 - $417
2 $0
NTRS
Northern Trust Corp

Financial Services
6
New
$96.09 - $113.81 $577 - $683
6 $0
VIACA
Paramount Global

Communication Services
7
New
N/A
7 $0
HPQ
Hp Inc

Technology
2
New
$27.69 - $34.72 $55.4 - $69.4
2 $0
HSBC
Hsbc Holdings PLC

Financial Services
6
New
$48.68 - $61.58 $292 - $369
6 $0
HUM
Humana Inc

Healthcare
2
New
$249.11 - $303.11 $498 - $606
2 $0
PTC
Ptc Inc.

Technology
1
New
$153.3 - $193.48 $153 - $193
1 $0
CARR
Carrier Global Corp

Industrials
4
+ 3.45%
$62.07 - $70.55 $248 - $282
120 $7K
OVV
Ovintiv Inc.

Energy
1
New
$37.84 - $45.91 $37.8 - $45.9
1 $0
IX
Orix Corp

Financial Services
7
New
$20.44 - $107.42 $143 - $752
7 $0
KMX
Carmax Inc

Consumer Cyclical
4
New
$69.25 - $89.19 $277 - $357
4 $0
CRM
Salesforce, Inc.

Technology
25
+ 23.81%
$268.36 - $359.95 $6.71K - $9K
130 $34K
ASML
Asml Holding Nv

Technology
1
+ 2.22%
$662.63 - $776.99 $663 - $777
46 $30K
XLI
Industrial Sector Spdr

ETFs
5
+ 0.28%
$128.78 - $141.67 $644 - $708
1.79K $232K
CLX
Clorox CO

Consumer Defensive
1
+ 0.45%
$141.76 - $162.89 $142 - $163
221 $32K
BX
Blackstone Inc.

Financial Services
7
+ 5.26%
$136.53 - $186.74 $956 - $1.31K
140 $19K
ORCL
Oracle Corp

Technology
24
+ 8.42%
$139.81 - $186.47 $3.36K - $4.48K
309 $43K
AVGO
Broadcom Inc.

Technology
69
+ 22.4%
$167.43 - $244.7 $11.6K - $16.9K
377 $63K
NVO
Novo Nordisk A S

Healthcare
12
+ 2.19%
$69.3 - $90.95 $832 - $1.09K
561 $38K
SNOW
Snowflake Inc.

Technology
3
+ 0.13%
$146.16 - $192.78 $438 - $578
2.25K $329K
BALL
Ball Corp

Consumer Cyclical
36
+ 0.4%
$49.04 - $56.53 $1.77K - $2.04K
9.05K $471K
VUG
Vanguard Growth ETF

ETFs
6
+ 0.67%
$369.1 - $427.61 $2.21K - $2.57K
901 $333K
IR
Ingersoll Rand Inc.

Industrials
3
+ 0.07%
$79.44 - $94.23 $238 - $283
4.07K $325K
XLY
Select Sector Spdr Consumer Di

ETFs
4
+ 0.25%
$192.6 - $233.2 $770 - $933
1.62K $319K
GOOG
Alphabet Inc.

Communication Services
574
+ 11.6%
$156.06 - $207.71 $89.6K - $119K
5.52K $862K
Activity Summary
Buys All Purchases 508 New Holdings 388 Increased Positions 120 Sells All Sells 63 Reductions 62 Sold out 1 Options Calls 0 Puts 2
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