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
FANG
Diamondback Energy, Inc.

Energy
32
New
$139.9 - $180.18 $4.48K - $5.77K
32 $5K
APD
Air Products & Chemicals, Inc.

Basic Materials
20
New
$283.24 - $338.07 $5.66K - $6.76K
20 $5K
INTU
Intuit Inc

Technology
9
+ 34.62%
$555.63 - $630.23 $5K - $5.67K
35 $21K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
111
New
$49.25 - $50.66 $5.47K - $5.62K
111 $5K
SHW
Sherwin Williams CO

Basic Materials
15
New
$330.16 - $365.55 $4.95K - $5.48K
15 $5K
TMUS
T Mobile Us, Inc.

Communication Services
19
New
$211.3 - $272.83 $4.01K - $5.18K
19 $5K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4
New
$1187.71 - $1432.58 $4.75K - $5.73K
4 $5K
VGT
Vanguard Information Technolog

ETFs
31
+ 22.14%
$542.38 - $646.34 $16.8K - $20K
171 $92K
SBUX
Starbucks Corp

Consumer Cyclical
53
New
$91.75 - $115.81 $4.86K - $6.14K
53 $5K
T
At&T Inc.

Communication Services
195
New
$21.56 - $28.28 $4.2K - $5.51K
195 $5K
TFC
Truist Financial Corp

Financial Services
120
New
$39.48 - $48.15 $4.74K - $5.78K
120 $4K
HBAN
Huntington Bancshares Inc

Financial Services
283
New
$14.28 - $17.39 $4.04K - $4.92K
283 $4K
PFE
Pfizer Inc

Healthcare
172
New
$25.01 - $27.13 $4.3K - $4.67K
172 $4K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 50.0%
$4295.4 - $5141.88 $4.3K - $5.14K
3 $13K
BA
Boeing CO

Industrials
28
New
$148.15 - $186.25 $4.15K - $5.22K
28 $4K
ITW
Illinois Tool Works Inc

Industrials
18
New
$244.9 - $274.48 $4.41K - $4.94K
18 $4K
O
Realty Income Corp

Real Estate
85
New
$51.67 - $58.49 $4.39K - $4.97K
85 $4K
UPS
United Parcel Service Inc

Industrials
40
New
$109.66 - $136.26 $4.39K - $5.45K
40 $4K
SLB
Schlumberger Limited

Energy
99
New
$38.4 - $43.74 $3.8K - $4.33K
99 $4K
ADBE
Adobe Inc.

Technology
12
+ 54.55%
$377.84 - $464.11 $4.53K - $5.57K
34 $13K
NUE
Nucor Corp

Basic Materials
38
New
$114.48 - $142.52 $4.35K - $5.42K
38 $4K
UBER
Uber Technologies, Inc

Technology
59
New
$63.17 - $81.49 $3.73K - $4.81K
59 $4K
AEP
American Electric Power CO Inc

Utilities
37
New
$90.32 - $109.27 $3.34K - $4.04K
37 $4K
CSCO
Cisco Systems, Inc.

Technology
66
+ 58.93%
$58.74 - $64.87 $3.88K - $4.28K
178 $10K
COP
Conocophillips

Energy
42
+ 190.91%
$88.6 - $105.85 $3.72K - $4.45K
64 $6K
CL
Colgate Palmolive CO

Consumer Defensive
47
New
$85.68 - $97.5 $4.03K - $4.58K
47 $4K
MDLZ
Mondelez International, Inc.

Consumer Defensive
23
+ 7.08%
$56.12 - $68.15 $1.29K - $1.57K
348 $23K
MCO
Moodys Corp

Financial Services
9
New
$437.8 - $527.48 $3.94K - $4.75K
9 $4K
NEM
Newmont Corp

Basic Materials
87
New
$37.79 - $48.39 $3.29K - $4.21K
87 $4K
FAST
Fastenal CO

Industrials
40
New
$71.11 - $79.98 $2.84K - $3.2K
40 $3K
FTNT
Fortinet, Inc.

Technology
34
New
$92.49 - $114.57 $3.14K - $3.9K
34 $3K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
15
New
$203.38 - $274.79 $3.05K - $4.12K
15 $3K
ETR
Entergy Corp

Utilities
45
New
$75.26 - $87.89 $3.39K - $3.96K
45 $3K
ZTS
Zoetis Inc.

Healthcare
20
New
$156.48 - $175.67 $3.13K - $3.51K
20 $3K
LYB
Lyondell Basell Industries N.V.

Basic Materials
52
New
$69.82 - $78.67 $3.63K - $4.09K
52 $3K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
250
New
$13.05 - $13.97 $3.26K - $3.49K
250 $3K
PRU
Prudential Financial Inc

Financial Services
27
New
$105.04 - $122.33 $2.84K - $3.3K
27 $3K
MS
Morgan Stanley

Financial Services
24
+ 33.8%
$111.68 - $141.08 $2.68K - $3.39K
95 $11K
WEC
Wec Energy Group, Inc.

Utilities
21
+ 131.25%
$92.12 - $108.98 $1.93K - $2.29K
37 $4K
MNST
Monster Beverage Corp

Consumer Defensive
52
New
$46.16 - $58.58 $2.4K - $3.05K
52 $3K
TJX
Tjx Companies Inc

Consumer Cyclical
19
+ 11.11%
$112.81 - $126.16 $2.14K - $2.4K
190 $23K
HCA
Hca Healthcare, Inc.

Healthcare
9
New
$296.7 - $345.55 $2.67K - $3.11K
9 $3K
CI
Cigna Corp

Healthcare
11
New
$274.49 - $329.0 $3.02K - $3.62K
11 $3K
TRP
Tc Energy Corp

Energy
82
New
$44.29 - $49.27 $3.63K - $4.04K
82 $3K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
33
+ 21.29%
$117.4 - $131.02 $3.87K - $4.32K
188 $22K
SYY
Sysco Corp

Consumer Defensive
45
New
$70.0 - $77.13 $3.15K - $3.47K
45 $3K
SYK
Stryker Corp

Healthcare
8
+ 61.54%
$355.18 - $399.9 $2.84K - $3.2K
21 $7K
AZO
Autozone Inc

Consumer Cyclical
1
New
$3193.96 - $3828.11 $3.19K - $3.83K
1 $3K
BMO
Bank Of Montreal

Financial Services
35
New
$94.92 - $104.14 $3.32K - $3.64K
35 $3K
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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