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
IUSG
Ishares Core S&P U.S Growth Et

ETFs
145
New
$148.97 - $165.88 $21.6K - $24.1K
145 $23K
XOM
Exxon Mobil Corp

Energy
181
+ 95.77%
$105.83 - $117.22 $19.2K - $21.2K
370 $41K
ZTS
Zoetis Inc.

Healthcare
144
+ 496.55%
$141.13 - $159.19 $20.3K - $22.9K
173 $25K
CGDV
Capital Group Divid Value ETF

ETFs
492
New
$39.59 - $42.21 $19.5K - $20.8K
492 $20K
CTVA
Corteva, Inc.

Basic Materials
307
New
$67.08 - $77.12 $20.6K - $23.7K
307 $20K
CHD
Church & Dwight CO Inc

Consumer Defensive
232
New
$85.84 - $99.09 $19.9K - $23K
232 $20K
KEY
Keycorp

Financial Services
1.1K
New
$17.37 - $19.39 $19.1K - $21.3K
1.1K $20K
AXP
American Express CO

Financial Services
59
+ 210.71%
$294.27 - $342.31 $17.4K - $20.2K
87 $28K
DE
Deere & CO

Industrials
54
+ 47.37%
$457.26 - $524.37 $24.7K - $28.3K
168 $76K
VGSH
Vanguard

ETFs
331
New
$58.43 - $58.88 $19.3K - $19.5K
331 $19K
VOTE
Engine No 1 ETF Tr

ETFs
232
New
$72.69 - $78.67 $16.9K - $18.3K
232 $18K
DUOL
Duolingo, Inc.

Technology
56
New
$271.18 - $403.06 $15.2K - $22.6K
56 $18K
WMT
Walmart Inc.

Consumer Defensive
37
+ 1.38%
$94.4 - $104.27 $3.49K - $3.86K
2.72K $280K
WFC
Wells Fargo & Company

Financial Services
218
New
$77.05 - $85.16 $16.8K - $18.6K
218 $18K
OWL
Blue Owl Capital Inc.

Financial Services
1.09K
New
$16.93 - $20.8 $18.5K - $22.7K
1.09K $18K
AOA
Ishares Tr Core Aggressive All

ETFs
7
+ 0.19%
$82.71 - $88.14 $579 - $617
3.6K $317K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
143
New
$122.0 - $138.74 $17.4K - $19.8K
143 $18K
PGR
Progressive Corp

Financial Services
70
New
$238.61 - $264.3 $16.7K - $18.5K
70 $17K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
450
New
$38.58 - $58.24 $17.4K - $26.2K
450 $17K
UNP
Union Pacific Corp

Industrials
64
+ 30.19%
$214.91 - $237.16 $13.8K - $15.2K
276 $65K
BP
Bp PLC

Energy
500
+ 735.29%
$30.25 - $35.69 $15.1K - $17.8K
568 $19K
ADP
Automatic Data Processing Inc

Industrials
55
New
$288.69 - $310.94 $15.9K - $17.1K
55 $16K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
2.9K
+ 21.51%
$5.79 - $5.98 $16.8K - $17.3K
16.4K $95K
WM
Waste Management Inc

Industrials
78
+ 46.99%
$213.88 - $237.1 $16.7K - $18.5K
244 $53K
PNC
Pnc Financial Services Group, Inc.

Financial Services
75
New
$185.88 - $207.44 $13.9K - $15.6K
75 $15K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
79
+ 1.1%
$71.6 - $76.11 $5.66K - $6.01K
7.28K $551K
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 150.0%
$5364.25 - $5815.92 $16.1K - $17.4K
5 $26K
DD
Du Pont De Nemours, Inc.

Basic Materials
195
New
$69.9 - $78.26 $13.6K - $15.3K
195 $15K
WMB
Williams Companies, Inc.

Energy
249
New
$56.52 - $64.01 $14.1K - $15.9K
249 $15K
SOXL
Direxion Daily Semiconductor B

ETFs
425
New
$23.99 - $34.84 $10.2K - $14.8K
425 $14K
FISV
Fiserv Inc

Technology
112
New
N/A
112 $14K
LHX
L3 Harris Technologies, Inc.

Industrials
46
New
$252.18 - $305.41 $11.6K - $14K
46 $14K
CSCO
Cisco Systems, Inc.

Technology
197
+ 175.89%
$66.2 - $71.79 $13K - $14.1K
309 $21K
DUK
Duke Energy Corp

Utilities
119
New
$116.31 - $125.93 $13.8K - $15K
119 $14K
NOC
Northrop Grumman Corp

Industrials
22
+ 733.33%
$498.9 - $609.32 $11K - $13.4K
25 $15K
MCK
Mckesson Corp

Healthcare
17
New
$659.01 - $772.54 $11.2K - $13.1K
17 $13K
GILD
Gilead Sciences, Inc.

Healthcare
122
+ 160.53%
$108.22 - $120.47 $13.2K - $14.7K
198 $21K
ROK
Rockwell Automation, Inc

Industrials
38
New
$328.67 - $358.52 $12.5K - $13.6K
38 $13K
HIG
Hartford Financial Services Group, Inc.

Financial Services
67
+ 12.57%
$119.73 - $134.7 $8.02K - $9.02K
600 $80K
GE
General Electric CO

Industrials
39
+ 260.0%
$244.75 - $305.63 $9.55K - $11.9K
54 $16K
ASML
Asml Holding Nv

Technology
6
+ 13.33%
$689.63 - $968.09 $4.14K - $5.81K
51 $49K
NTR
Nutrien Ltd.

Basic Materials
232
New
$55.69 - $62.11 $12.9K - $14.4K
232 $13K
DTE
Dte Energy CO

Utilities
94
New
$130.26 - $141.49 $12.2K - $13.3K
94 $13K
XLI
Industrial Sector Spdr

ETFs
7
+ 0.39%
$147.94 - $154.99 $1.04K - $1.08K
1.8K $277K
GM
General Motors CO

Consumer Cyclical
201
New
$48.89 - $61.24 $9.83K - $12.3K
201 $12K
MRVL
Marvell Technology, Inc.

Technology
151
New
$62.31 - $84.07 $9.41K - $12.7K
151 $12K
AZO
Autozone Inc

Consumer Cyclical
3
New
$3649.42 - $4354.54 $10.9K - $13.1K
3 $12K
ADI
Analog Devices Inc

Technology
52
New
$220.68 - $255.63 $11.5K - $13.3K
52 $12K
SHW
Sherwin Williams CO

Basic Materials
37
New
$330.88 - $375.23 $12.2K - $13.9K
37 $12K
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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