Halbert Hargrove Global Advisors, LLC Purchases in Q4 2024

Halbert Hargrove Global Advisors, LLC

  • $1.79 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMD
Advanced Micro Devices Inc

Technology
244
New
$118.88 - $172.8 $29K - $42.2K
244 $29K
MRK
Merck & Co., Inc.

Healthcare
283
New
$96.31 - $114.76 $27.3K - $32.5K
283 $28K
IRM
Iron Mountain Inc

Real Estate
250
New
$101.62 - $128.14 $25.4K - $32K
250 $26K
CAT
Caterpillar Inc

Industrials
74
New
$360.37 - $416.88 $26.7K - $30.8K
74 $26K
XLG
Invesco Exchange Traded Fd Tr

ETFs
520
New
$46.94 - $51.62 $24.4K - $26.8K
520 $25K
IXUS
Ishares Tr

ETFs
390
New
$65.95 - $72.56 $25.7K - $28.3K
390 $25K
L
Loews Corp

Financial Services
307
New
$76.49 - $87.05 $23.5K - $26.7K
307 $25K
TMO
Thermo Fisher Scientific Inc.

Healthcare
45
New
$501.29 - $612.85 $22.6K - $27.6K
45 $23K
IYF
Ishares Tr

ETFs
206
New
$102.7 - $119.05 $21.2K - $24.5K
206 $22K
BX
Blackstone Inc.

Financial Services
133
New
$148.45 - $199.05 $19.7K - $26.5K
133 $22K
TJX
Tjx Companies Inc

Consumer Cyclical
171
New
$112.15 - $127.2 $19.2K - $21.8K
171 $20K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
155
New
$121.89 - $135.52 $18.9K - $21K
155 $19K
MDLZ
Mondelez International, Inc.

Consumer Defensive
325
New
$59.25 - $72.99 $19.3K - $23.7K
325 $19K
FCX
Freeport Mcmoran Inc

Basic Materials
508
New
$38.08 - $50.82 $19.3K - $25.8K
508 $19K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
651
New
$27.54 - $83.04 $17.9K - $54.1K
651 $18K
VO
Vanguard Mid Cap ETF

ETFs
66
New
$261.5 - $284.63 $17.3K - $18.8K
66 $17K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
3K
New
$5.64 - $5.93 $16.9K - $17.8K
3K $17K
AOA
Ishares Tr Core Aggressive All

ETFs
314
+ 8.94%
$76.61 - $79.88 $24.1K - $25.1K
3.83K $293K
INTU
Intuit Inc

Technology
26
New
$602.01 - $706.25 $15.7K - $18.4K
26 $16K
IXC
Ishares Tr Global Energy ETF

ETFs
429
New
$36.95 - $43.06 $15.9K - $18.5K
429 $16K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
325
New
$47.63 - $52.63 $15.5K - $17.1K
325 $15K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
43
New
$340.59 - $380.5 $14.6K - $16.4K
43 $15K
IWS
Ishares Russell Midcap Value E

ETFs
113
New
$128.08 - $140.32 $14.5K - $15.9K
113 $14K
PCAR
Paccar Inc

Industrials
142
New
$97.92 - $118.41 $13.9K - $16.8K
142 $14K
GATX
Gatx Corp

Industrials
95
New
$128.5 - $165.82 $12.2K - $15.8K
95 $14K
IVE
Ishares S&P 500 Value ETF

ETFs
75
New
$189.5 - $206.17 $14.2K - $15.5K
75 $14K
MPC
Marathon Petroleum Corp

Energy
96
New
$131.65 - $174.84 $12.6K - $16.8K
96 $13K
WWD
Woodward, Inc.

Industrials
84
New
$159.67 - $187.29 $13.4K - $15.7K
84 $13K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
375
New
$36.54 - $37.53 $13.7K - $14.1K
375 $13K
VXF
Vanguard Extended Market ETF

ETFs
73
New
$179.17 - $207.15 $13.1K - $15.1K
73 $13K
GXO
Gxo Logistics, Inc.

Industrials
317
New
$41.93 - $63.02 $13.3K - $20K
317 $13K
TTE
Total Energies Se

Energy
203
New
N/A
203 $13K
AVUV
American Centy ETF Tr Avantis

ETFs
127
New
$94.37 - $106.41 $12K - $13.5K
127 $12K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
192
New
$58.39 - $67.04 $11.2K - $12.9K
192 $12K
FDN
First Tr Fd Dow Jones

ETFs
46
New
$210.5 - $257.24 $9.68K - $11.8K
46 $11K
NFLX
Netflix Inc

Communication Services
13
New
$687.65 - $936.56 $8.94K - $12.2K
13 $11K
CVX
Chevron Corp

Energy
80
New
$141.15 - $162.53 $11.3K - $13K
80 $11K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
102
New
$99.2 - $108.47 $10.1K - $11.1K
102 $10K
NOW
Service Now, Inc.

Technology
10
New
$867.18 - $1148.42 $8.67K - $11.5K
10 $10K
USB
Us Bancorp \De\

Financial Services
227
New
$43.98 - $53.66 $9.98K - $12.2K
227 $10K
SHEL
Shell PLC

Energy
162
New
$60.63 - $70.23 $9.82K - $11.4K
162 $10K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
221
New
$43.37 - $51.46 $9.58K - $11.4K
221 $10K
AWK
American Water Works Company, Inc.

Utilities
87
New
$123.83 - $146.07 $10.8K - $12.7K
87 $10K
IXJ
Ishares Global Healthcare ETF

ETFs
124
New
$85.65 - $98.34 $10.6K - $12.2K
124 $10K
PNQI
Invesco Nasdaq Internet ETF

ETFs
220
New
$42.94 - $49.52 $9.45K - $10.9K
220 $10K
HON
Honeywell International Inc

Industrials
46
New
$202.84 - $236.0 $9.33K - $10.9K
46 $10K
IAI
Ishares Tr Us Broker Dealers &

ETFs
74
New
$127.59 - $153.41 $9.44K - $11.4K
74 $10K
UNP
Union Pacific Corp

Industrials
41
New
$223.15 - $249.32 $9.15K - $10.2K
41 $9K
ADBE
Adobe Inc.

Technology
22
New
$437.39 - $552.96 $9.62K - $12.2K
22 $9K
Activity Summary
Buys All Purchases 262 New Holdings 233 Increased Positions 29 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 3
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