Halbert Hargrove Global Advisors, LLC Purchases in Q3 2025

Halbert Hargrove Global Advisors, LLC

  • $2.02 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
454
+ 3.11%
$49.43 - $54.52 $22.4K - $24.8K
15K $814K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
165
+ 45.21%
$459.11 - $506.91 $75.8K - $83.6K
530 $266K
JPM
Jpmorgan Chase & CO

Financial Services
258
+ 88.05%
$282.78 - $316.06 $73K - $81.5K
551 $173K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
4.5K
New
N/A
4.5K $87K
CVX
Chevron Corp

Energy
542
+ 677.5%
$145.57 - $161.83 $78.9K - $87.7K
622 $96K
CLX
Clorox CO

Consumer Defensive
628
+ 285.45%
$117.67 - $131.43 $73.9K - $82.5K
848 $104K
BAC
Bank Of America Corp

Financial Services
1.18K
+ 39.3%
$44.92 - $52.42 $53K - $61.8K
4.18K $215K
T
At&T Inc.

Communication Services
2.57K
New
$26.94 - $29.62 $69.1K - $76K
2.57K $72K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
2.76K
+ 45.18%
$22.89 - $23.7 $63.3K - $65.5K
8.88K $209K
VB
Vanguard Small Cap ETF

ETFs
181
+ 19.01%
$237.58 - $259.17 $43K - $46.9K
1.13K $288K
ALK
Alaska Air Group, Inc.

Industrials
1.26K
New
$49.73 - $63.86 $62.5K - $80.2K
1.26K $62K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
1.2K
+ 21.47%
$24.13 - $29.07 $29K - $34.9K
6.79K $193K
ORCL
Oracle Corp

Technology
143
+ 50.18%
$218.96 - $328.33 $31.3K - $47K
428 $120K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
10K
New
$5.25 - $5.71 $52.5K - $57.1K
10K $52K
GS
Goldman Sachs Group Inc

Financial Services
63
New
$696.56 - $806.32 $43.9K - $50.8K
63 $50K
ARLP
Alliance Resource Partners LP

Energy
2K
New
$22.54 - $28.0 $45.1K - $56K
2K $50K
TJX
Tjx Companies Inc

Consumer Cyclical
314
+ 224.29%
$121.35 - $144.54 $38.1K - $45.4K
454 $65K
DGRO
Ishares Core Dividend Growth E

ETFs
678
New
$64.12 - $68.08 $43.5K - $46.2K
678 $46K
TQQQ
Proshares Ultrapro Qqq

ETFs
426
New
$80.89 - $104.72 $34.5K - $44.6K
426 $44K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
109
+ 39.78%
$224.68 - $282.71 $24.5K - $30.8K
383 $106K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
279
+ 32.4%
$108.46 - $120.63 $30.3K - $33.7K
1.14K $135K
TXN
Texas Instruments Inc

Technology
209
+ 426.53%
N/A
258 $50K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
400
New
$83.08 - $100.2 $33.2K - $40.1K
400 $40K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
545
+ 13.33%
$41.34 - $45.65 $22.5K - $24.9K
4.64K $208K
NEE
Nextera Energy Inc

Utilities
511
+ 1188.37%
$69.77 - $77.54 $35.7K - $39.6K
554 $41K
ETN
Eaton Corp PLC

Industrials
103
+ 936.36%
$342.99 - $392.76 $35.3K - $40.5K
114 $42K
XLY
Select Sector Spdr Consumer Di

ETFs
3
+ 0.18%
$216.09 - $242.18 $648 - $727
1.63K $390K
AMD
Advanced Micro Devices Inc

Technology
185
+ 75.82%
$134.8 - $184.42 $24.9K - $34.1K
429 $69K
CRM
Salesforce, Inc.

Technology
163
+ 150.93%
$231.66 - $273.65 $37.8K - $44.6K
271 $64K
MSI
Motorola Solutions, Inc.

Technology
73
New
$408.73 - $490.3 $29.8K - $35.8K
73 $33K
NFLX
Netflix Inc

Communication Services
29
+ 223.08%
$1147.87 - $1297.18 $33.3K - $37.6K
42 $50K
CRWD
Crowd Strike Holdings, Inc.

Technology
67
+ 304.55%
$412.46 - $514.1 $27.6K - $34.4K
89 $43K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
3K
+ 30.93%
$8.55 - $9.1 $25.7K - $27.3K
12.7K $115K
CAT
Caterpillar Inc

Industrials
48
+ 64.86%
$390.92 - $477.15 $18.8K - $22.9K
122 $58K
UNH
Unitedhealth Group Inc

Healthcare
80
+ 148.15%
$237.77 - $353.61 $19K - $28.3K
134 $46K
PEP
Pepsico Inc

Consumer Defensive
207
+ 667.74%
$133.81 - $152.16 $27.7K - $31.5K
238 $33K
HON
Honeywell International Inc

Industrials
138
+ 181.58%
$207.7 - $240.4 $28.7K - $33.2K
214 $45K
ITOT
Ishares Core S&P Total U.S. St

ETFs
75
+ 4.74%
$135.0 - $146.02 $10.1K - $11K
1.66K $241K
XLV
Select Sector Spdr Fund Health

ETFs
200
New
$129.01 - $139.72 $25.8K - $27.9K
200 $27K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
5K
+ 166.67%
$5.21 - $5.57 $26.1K - $27.9K
8K $42K
WAL
Western Alliance Bancorporation

Financial Services
296
New
$76.33 - $91.49 $22.6K - $27.1K
296 $25K
PG
Procter & Gamble CO

Consumer Defensive
165
New
$150.47 - $161.22 $24.8K - $26.6K
165 $25K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
121
New
$173.23 - $213.34 $21K - $25.8K
121 $25K
GD
General Dynamics Corp

Industrials
75
New
$293.92 - $341.0 $22K - $25.6K
75 $25K
RTX
Raytheon Technologies Corp

Industrials
142
+ 194.52%
$144.19 - $167.33 $20.5K - $23.8K
215 $35K
RWX
Spdr Dow Jones International R

ETFs
873
New
$26.58 - $28.39 $23.2K - $24.8K
873 $24K
MA
Mastercard Inc

Financial Services
40
+ 26.67%
$550.18 - $598.96 $22K - $24K
190 $108K
GLD
Spdr Gold Trust

ETFs
29
+ 11.98%
$300.96 - $355.47 $8.73K - $10.3K
271 $96K
PLTR
Palantir Technologies Inc.

Technology
129
New
$130.68 - $186.97 $16.9K - $24.1K
129 $23K
Activity Summary
Buys All Purchases 573 New Holdings 438 Increased Positions 135 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 4
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