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
CDW
Cdw Corp

Technology
81
New
$156.97 - $182.84 $12.7K - $14.8K
81 $12K
PBI
Pitney Bowes Inc

Industrials
1K
New
$10.92 - $12.79 $10.9K - $12.8K
1K $11K
TPC
Tutor Perini Corp

Industrials
181
New
$45.65 - $66.81 $8.26K - $12.1K
181 $11K
WEC
Wec Energy Group, Inc.

Utilities
97
+ 606.25%
$103.66 - $114.59 $10.1K - $11.1K
113 $12K
UI
Ubiquiti Inc.

Technology
18
New
$388.83 - $660.58 $7K - $11.9K
18 $11K
BSX
Boston Scientific Corp

Healthcare
115
New
$97.03 - $108.14 $11.2K - $12.4K
115 $11K
GLW
Corning Inc

Technology
136
New
$51.6 - $82.03 $7.02K - $11.2K
136 $11K
AMGN
Amgen Inc

Healthcare
39
New
$271.18 - $309.22 $10.6K - $12.1K
39 $11K
DHR
Danaher Corp

Healthcare
56
+ 350.0%
$181.46 - $212.2 $10.2K - $11.9K
72 $14K
MDLZ
Mondelez International, Inc.

Consumer Defensive
196
+ 60.31%
$60.9 - $70.75 $11.9K - $13.9K
521 $32K
TRGP
Targa Resources Corp.

Energy
67
New
$160.52 - $174.4 $10.8K - $11.7K
67 $11K
URI
United Rentals, Inc.

Industrials
11
New
$774.14 - $975.23 $8.52K - $10.7K
11 $10K
UBER
Uber Technologies, Inc

Technology
106
New
$86.91 - $99.57 $9.21K - $10.6K
106 $10K
QCOM
Qualcomm Inc

Technology
56
+ 136.59%
$145.84 - $173.55 $8.17K - $9.72K
97 $16K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
23
New
$311.12 - $482.13 $7.16K - $11.1K
23 $10K
TSN
Tyson Foods, Inc.

Consumer Defensive
202
New
$52.3 - $57.69 $10.6K - $11.7K
202 $10K
MLM
Martin Marietta Materials Inc

Basic Materials
17
New
$546.36 - $631.12 $9.29K - $10.7K
17 $10K
WBD
Warner Bros. Discovery, Inc.

Communication Services
513
New
$10.78 - $19.82 $5.53K - $10.2K
513 $10K
CGXU
Capital Group Intl Focus Equit

ETFs
371
New
$26.49 - $29.62 $9.83K - $11K
371 $10K
SCHW
Schwab Charles Corp

Financial Services
110
New
$91.03 - $98.69 $10K - $10.9K
110 $10K
TT
Trane Technologies PLC

Industrials
26
+ 34.21%
$398.96 - $472.54 $10.4K - $12.3K
102 $43K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
113
New
$43.07 - $91.37 $4.87K - $10.3K
113 $10K
COF
Capital One Financial Corp

Financial Services
40
+ 333.33%
$207.29 - $229.74 $8.29K - $9.19K
52 $11K
TRV
Travelers Companies, Inc.

Financial Services
35
New
$250.62 - $279.43 $8.77K - $9.78K
35 $9K
FSLR
First Solar, Inc.

Technology
41
New
$160.84 - $223.53 $6.59K - $9.16K
41 $9K
AFL
Aflac Inc

Financial Services
85
New
$98.09 - $111.7 $8.34K - $9.49K
85 $9K
VZ
Verizon Communications Inc

Communication Services
217
New
$40.84 - $45.06 $8.86K - $9.78K
217 $9K
PFE
Pfizer Inc

Healthcare
386
New
$23.29 - $25.88 $8.99K - $9.99K
386 $9K
CVCO
Cavco Industries Inc.

Consumer Cyclical
15
New
$403.12 - $585.63 $6.05K - $8.78K
15 $8K
PYPL
Pay Pal Holdings, Inc.

Financial Services
125
New
$65.64 - $78.22 $8.21K - $9.78K
125 $8K
BX
Blackstone Inc.

Financial Services
29
+ 21.8%
$152.77 - $188.68 $4.43K - $5.47K
162 $27K
NVR
Nvr Inc

Consumer Cyclical
1
New
$7301.0 - $8543.0 $7.3K - $8.54K
1 $8K
MTB
M&T Bank Corp

Financial Services
42
New
$183.74 - $204.05 $7.72K - $8.57K
42 $8K
PM
Philip Morris International Inc.

Consumer Defensive
54
New
$157.77 - $183.27 $8.52K - $9.9K
54 $8K
NSC
Norfolk Southern Corp

Industrials
27
New
$259.49 - $300.41 $7.01K - $8.11K
27 $8K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
26
New
$301.44 - $365.84 $7.84K - $9.51K
26 $8K
CMI
Cummins Inc

Industrials
19
New
$327.85 - $426.39 $6.23K - $8.1K
19 $8K
HWM
Howmet Aerospace Inc.

Industrials
35
+ 1166.67%
$171.0 - $196.23 $5.99K - $6.87K
38 $7K
DRI
Darden Restaurants Inc

Consumer Cyclical
40
New
$184.73 - $220.27 $7.39K - $8.81K
40 $7K
HLN
Haleon PLC

Healthcare
808
New
$8.72 - $10.35 $7.05K - $8.36K
808 $7K
INTU
Intuit Inc

Technology
15
+ 57.69%
$646.03 - $807.39 $9.69K - $12.1K
41 $27K
BMY
Bristol Myers Squibb CO

Healthcare
169
New
$43.31 - $48.98 $7.32K - $8.28K
169 $7K
SPOT
Spotify Technology S.A.

Communication Services
11
New
$620.01 - $738.53 $6.82K - $8.12K
11 $7K
LNG
Cheniere Energy, Inc.

Energy
32
New
$222.68 - $244.28 $7.13K - $7.82K
32 $7K
COP
Conocophillips

Energy
71
+ 322.73%
$91.0 - $98.99 $6.46K - $7.03K
93 $8K
MO
Altria Group, Inc.

Consumer Defensive
107
New
$57.75 - $67.68 $6.18K - $7.24K
107 $7K
CCS
Century Communities, Inc.

Consumer Cyclical
113
New
$56.29 - $69.8 $6.36K - $7.89K
113 $7K
APP
App Lovin Corp

Technology
10
New
$335.1 - $718.54 $3.35K - $7.19K
10 $7K
HSY
Hershey CO

Consumer Defensive
39
New
$161.95 - $193.45 $6.32K - $7.54K
39 $7K
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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