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
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
36
New
$92.51 - $102.81 $3.33K - $3.7K
36 $3K
DHR
Danaher Corp

Healthcare
18
+ 112.5%
$201.62 - $250.59 $3.63K - $4.51K
34 $6K
MAS
Masco Corp

Industrials
41
New
$68.67 - $81.85 $2.82K - $3.36K
41 $2K
SCI
Service Corp International

Consumer Cyclical
30
New
$75.99 - $84.16 $2.28K - $2.52K
30 $2K
EMN
Eastman Chemical CO

Basic Materials
31
New
$87.05 - $103.47 $2.7K - $3.21K
31 $2K
SHEL
Shell PLC

Energy
14
+ 8.64%
$62.84 - $73.29 $880 - $1.03K
176 $12K
SAN
Banco Santander, S.A.

Financial Services
203
+ 30.03%
$4.46 - $7.14 $905 - $1.45K
879 $5K
SCCO
Southern Copper Corp

Basic Materials
26
New
$85.92 - $101.48 $2.23K - $2.64K
26 $2K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
4
New
$634.14 - $744.83 $2.54K - $2.98K
4 $2K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
83
New
$25.12 - $26.05 $2.08K - $2.16K
83 $2K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
500
+ 4.02%
$5.87 - $6.26 $2.94K - $3.13K
12.9K $76K
LHX
L3 Harris Technologies, Inc.

Industrials
14
New
$194.65 - $222.86 $2.73K - $3.12K
14 $2K
LOW
Lowes Companies Inc

Consumer Cyclical
12
New
$222.66 - $268.42 $2.67K - $3.22K
12 $2K
BK
Bank Of New York Mellon Corp

Financial Services
25
New
$75.42 - $88.95 $1.89K - $2.22K
25 $2K
IBM
International Business Machines Corp

Technology
9
+ 900.0%
$217.4 - $264.74 $1.96K - $2.38K
10 $2K
NOC
Northrop Grumman Corp

Industrials
5
New
$433.45 - $513.82 $2.17K - $2.57K
5 $2K
OC
Owens Corning

Industrials
16
New
$137.83 - $191.19 $2.21K - $3.06K
16 $2K
PLTR
Palantir Technologies Inc.

Technology
24
New
$64.98 - $124.62 $1.56K - $2.99K
24 $2K
PAYX
Paychex Inc

Industrials
13
+ 26.0%
$136.06 - $154.52 $1.77K - $2.01K
63 $9K
PYPL
Pay Pal Holdings, Inc.

Financial Services
38
New
$65.15 - $91.81 $2.48K - $3.49K
38 $2K
MCK
Mckesson Corp

Healthcare
4
New
$566.21 - $672.99 $2.26K - $2.69K
4 $2K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
99
New
$25.44 - $27.95 $2.52K - $2.77K
99 $2K
POOL
Pool Corp

Industrials
8
New
$314.92 - $364.31 $2.52K - $2.91K
8 $2K
PPL
Ppl Corp

Utilities
80
New
$31.68 - $36.11 $2.53K - $2.89K
80 $2K
IBKR
Interactive Brokers Group, Inc.

Financial Services
16
New
$161.03 - $235.53 $2.58K - $3.77K
16 $2K
QCOM
Qualcomm Inc

Technology
12
+ 29.27%
$151.94 - $175.86 $1.82K - $2.11K
53 $8K
CAT
Caterpillar Inc

Industrials
12
+ 16.22%
$326.75 - $407.63 $3.92K - $4.89K
86 $28K
ROP
Roper Technologies Inc

Industrials
5
New
$502.71 - $593.81 $2.51K - $2.97K
5 $2K
RTX
Raytheon Technologies Corp

Industrials
8
+ 10.96%
$114.1 - $135.66 $913 - $1.09K
81 $10K
NSC
Norfolk Southern Corp

Industrials
9
New
$227.69 - $259.76 $2.05K - $2.34K
9 $2K
AJG
Arthur J. Gallagher & Co.

Financial Services
7
New
$275.89 - $345.24 $1.93K - $2.42K
7 $2K
AOR
Ishares Tr Core Growth Allocat

ETFs
26
+ 1.34%
$56.63 - $59.39 $1.47K - $1.54K
1.96K $112K
VCR
Vanguard Consumer Discretionar

ETFs
28
+ 19.18%
$318.51 - $391.75 $8.92K - $11K
174 $56K
IJS
Ishares S&P Smallcap 600 Value

ETFs
26
New
$96.3 - $112.23 $2.5K - $2.92K
26 $2K
VEEV
Veeva Systems Inc

Healthcare
10
New
$210.58 - $246.8 $2.11K - $2.47K
10 $2K
VRSK
Verisk Analytics, Inc.

Industrials
9
New
$268.63 - $301.33 $2.42K - $2.71K
9 $2K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
5
New
$402.49 - $513.76 $2.01K - $2.57K
5 $2K
CMCSA
Comcast Corp

Communication Services
68
New
$33.19 - $38.23 $2.26K - $2.6K
68 $2K
CEG
Constellation Energy Corp

Utilities
13
New
$201.63 - $347.44 $2.62K - $4.52K
13 $2K
EVRG
Evergy, Inc.

Utilities
31
New
$59.9 - $69.52 $1.86K - $2.16K
31 $2K
WTRG
Essential Utilities, Inc.

Utilities
60
New
$33.49 - $40.57 $2.01K - $2.43K
60 $2K
ALB
Albemarle Corp

Basic Materials
30
New
$69.95 - $97.49 $2.1K - $2.92K
30 $2K
EQIX
Equinix Inc

Real Estate
3
New
$803.0 - $959.97 $2.41K - $2.88K
3 $2K
EOG
Eog Resources Inc

Energy
16
New
$120.54 - $138.05 $1.93K - $2.21K
16 $2K
URI
United Rentals, Inc.

Industrials
4
New
$594.17 - $789.56 $2.38K - $3.16K
4 $2K
AMT
American Tower Corp

Real Estate
13
New
$173.46 - $217.6 $2.25K - $2.83K
13 $2K
APH
Amphenol Corp

Technology
36
New
$61.62 - $78.55 $2.22K - $2.83K
36 $2K
EW
Edwards Lifesciences Corp

Healthcare
25
+ 119.05%
$67.95 - $76.19 $1.7K - $1.9K
46 $3K
TXN
Texas Instruments Inc

Technology
10
+ 20.41%
N/A
59 $11K
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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