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
PG
Procter & Gamble CO

Consumer Defensive
70
New
$158.56 - $176.26 $11.1K - $12.3K
70 $11K
KO
Coca Cola CO

Consumer Defensive
133
+ 90.48%
$60.81 - $72.32 $8.09K - $9.62K
280 $20K
UNH
Unitedhealth Group Inc

Healthcare
18
+ 20.93%
$461.52 - $548.18 $8.31K - $9.87K
104 $54K
ABT
Abbott Laboratories

Healthcare
70
+ 318.18%
$111.1 - $140.22 $7.78K - $9.82K
92 $12K
K
Kellogg CO

Consumer Defensive
2
+ 0.03%
$81.06 - $82.9 $162 - $166
6.57K $541K
VFH
Vanguard Financial ETF

ETFs
89
New
$114.07 - $127.34 $10.2K - $11.3K
89 $10K
VPU
Vanguard Utilities ETF

ETFs
64
New
$161.24 - $173.33 $10.3K - $11.1K
64 $10K
WMB
Williams Companies, Inc.

Energy
171
New
$54.02 - $61.09 $9.24K - $10.4K
171 $10K
VOX
Vanguard Communication Service

ETFs
69
New
$147.73 - $169.24 $10.2K - $11.7K
69 $10K
AMGN
Amgen Inc

Healthcare
33
New
$258.59 - $327.36 $8.53K - $10.8K
33 $10K
HIG
Hartford Financial Services Group, Inc.

Financial Services
15
+ 2.81%
$106.31 - $123.73 $1.59K - $1.86K
548 $67K
GILD
Gilead Sciences, Inc.

Healthcare
68
+ 89.47%
$89.14 - $117.41 $6.06K - $7.98K
144 $16K
VIS
Vanguard Industrial ETF

ETFs
38
New
$243.63 - $273.99 $9.26K - $10.4K
38 $9K
VZ
Verizon Communications Inc

Communication Services
206
New
$37.81 - $46.49 $7.79K - $9.58K
206 $9K
HON
Honeywell International Inc

Industrials
44
+ 95.65%
$202.75 - $226.52 $8.92K - $9.97K
90 $19K
PEP
Pepsico Inc

Consumer Defensive
57
+ 316.67%
$142.64 - $156.42 $8.13K - $8.92K
75 $11K
HYD
Vaneck High Yield Muni ETF

ETFs
184
New
$50.79 - $52.53 $9.35K - $9.67K
184 $9K
NEE
Nextera Energy Inc

Utilities
129
New
$66.96 - $76.16 $8.64K - $9.82K
129 $9K
VDE
Vanguard Energy ETF

ETFs
72
New
$119.14 - $132.76 $8.58K - $9.56K
72 $9K
VDC
Vanguard Consumer Staples ETF

ETFs
44
New
$206.54 - $226.16 $9.09K - $9.95K
44 $9K
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
178
New
$55.29 - $61.72 $9.84K - $11K
178 $9K
TTE
Total Energies Se

Energy
111
+ 54.68%
N/A
314 $21K
VHT
Vanguard Health Care ETF

ETFs
33
New
$254.06 - $273.83 $8.38K - $9.04K
33 $8K
SNY
Sanofi

Healthcare
152
New
$48.15 - $59.42 $7.32K - $9.03K
152 $8K
PM
Philip Morris International Inc.

Consumer Defensive
56
New
$117.15 - $158.79 $6.56K - $8.89K
56 $8K
WM
Waste Management Inc

Industrials
15
+ 9.04%
$200.54 - $233.78 $3.01K - $3.51K
181 $41K
DUK
Duke Energy Corp

Utilities
67
New
$105.87 - $121.97 $7.09K - $8.17K
67 $8K
VAW
Vanguard Materials ETF

ETFs
46
New
$185.71 - $202.46 $8.54K - $9.31K
46 $8K
WMT
Walmart Inc.

Consumer Defensive
161
+ 6.16%
$84.5 - $105.05 $13.6K - $16.9K
2.78K $243K
DIS
Walt Disney CO

Communication Services
76
New
$96.87 - $114.0 $7.36K - $8.66K
76 $7K
BMY
Bristol Myers Squibb CO

Healthcare
128
New
$53.9 - $63.11 $6.9K - $8.08K
128 $7K
BNDX
Vanguard Total International B

ETFs
135
+ 1500.0%
$48.33 - $49.5 $6.52K - $6.68K
144 $7K
SO
Southern CO

Utilities
77
New
$80.96 - $92.96 $6.23K - $7.16K
77 $7K
WFC
Wells Fargo & Company

Financial Services
111
New
$66.78 - $81.42 $7.41K - $9.04K
111 $7K
GS
Goldman Sachs Group Inc

Financial Services
11
New
$524.81 - $672.19 $5.77K - $7.39K
11 $6K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
50
+ 4.14%
$126.11 - $135.06 $6.31K - $6.75K
1.26K $160K
ECL
Ecolab Inc.

Basic Materials
24
New
$229.72 - $269.82 $5.51K - $6.48K
24 $6K
PNC
Pnc Financial Services Group, Inc.

Financial Services
35
New
$168.84 - $202.89 $5.91K - $7.1K
35 $6K
HD
Home Depot, Inc.

Consumer Cyclical
27
+ 16.77%
$347.25 - $424.87 $9.38K - $11.5K
188 $68K
SPGI
S&P Global Inc.

Financial Services
12
New
$478.26 - $543.77 $5.74K - $6.53K
12 $6K
NGG
National Grid PLC

Utilities
95
New
$56.13 - $65.61 $5.33K - $6.23K
95 $6K
DE
Deere & CO

Industrials
2
+ 1.75%
$408.57 - $509.27 $817 - $1.02K
116 $54K
ENB
Enbridge Inc

Energy
141
New
$41.54 - $45.45 $5.86K - $6.41K
141 $6K
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.41%
$123.25 - $162.53 $123 - $163
247 $38K
XEL
Xcel Energy Inc

Utilities
79
New
$63.37 - $72.1 $5.01K - $5.7K
79 $5K
DD
Du Pont De Nemours, Inc.

Basic Materials
71
New
$72.7 - $84.32 $5.16K - $5.99K
71 $5K
PLD
Prologis, Inc.

Real Estate
48
New
$103.59 - $124.04 $4.97K - $5.95K
48 $5K
GE
General Electric CO

Industrials
23
+ 109.52%
$168.59 - $212.13 $3.88K - $4.88K
44 $8K
GWW
W.W. Grainger, Inc.

Industrials
6
New
$953.54 - $1132.42 $5.72K - $6.79K
6 $5K
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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