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
NVS
Novartis Ag

Healthcare
59
New
$113.5 - $129.73 $6.7K - $7.65K
59 $7K
RF
Regions Financial Corp

Financial Services
288
New
$24.03 - $27.41 $6.92K - $7.89K
288 $7K
INTC
Intel Corp

Technology
196
New
$19.31 - $35.5 $3.78K - $6.96K
196 $6K
SYY
Sysco Corp

Consumer Defensive
78
New
$76.33 - $82.51 $5.95K - $6.44K
78 $6K
XEL
Xcel Energy Inc

Utilities
85
New
$67.56 - $80.65 $5.74K - $6.86K
85 $6K
CNI
Canadian National Railway CO

Industrials
71
New
$92.01 - $106.6 $6.53K - $7.57K
71 $6K
ABC
Amerisourcebergen Corp

Healthcare
35
New
N/A
35 $6K
MGY
Magnolia Oil & Gas Corp

Energy
261
New
$22.5 - $25.26 $5.87K - $6.59K
261 $6K
EBAY
Ebay Inc

Consumer Cyclical
75
New
$75.33 - $100.77 $5.65K - $7.56K
75 $6K
PANW
Palo Alto Networks Inc

Technology
30
New
$167.06 - $208.19 $5.01K - $6.25K
30 $6K
SNOW
Snowflake Inc.

Technology
10
+ 0.44%
$191.73 - $241.0 $1.92K - $2.41K
2.26K $509K
DAL
Delta Air Lines, Inc.

Industrials
111
New
$49.0 - $61.97 $5.44K - $6.88K
111 $6K
DASH
Door Dash, Inc.

Communication Services
19
New
$234.5 - $272.5 $4.46K - $5.18K
19 $5K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1
+ 2.04%
$404.94 - $499.99 $405 - $500
50 $24K
PLD
Prologis, Inc.

Real Estate
48
New
$104.08 - $115.35 $5K - $5.54K
48 $5K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
13
New
$366.54 - $479.53 $4.77K - $6.23K
13 $5K
HCA
Hca Healthcare, Inc.

Healthcare
12
New
$334.32 - $426.2 $4.01K - $5.11K
12 $5K
DOW
Dow Inc.

Basic Materials
227
New
$20.87 - $30.37 $4.74K - $6.89K
227 $5K
NRG
Nrg Energy, Inc.

Utilities
33
New
$144.77 - $173.91 $4.78K - $5.74K
33 $5K
SLV
I Shares Silver Trust

ETFs
134
New
$32.73 - $42.5 $4.39K - $5.7K
134 $5K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
32
+ 4.55%
$62.54 - $68.42 $2K - $2.19K
736 $49K
HII
Huntington Ingalls Industries, Inc.

Industrials
20
New
$246.31 - $287.91 $4.93K - $5.76K
20 $5K
WCN
Waste Connections, Inc.

Industrials
32
New
$171.32 - $191.84 $5.48K - $6.14K
32 $5K
IRM
Iron Mountain Inc

Real Estate
45
+ 18.0%
$89.46 - $104.46 $4.03K - $4.7K
295 $30K
DIS
Walt Disney CO

Communication Services
51
+ 118.6%
$112.25 - $124.0 $5.72K - $6.32K
94 $10K
PH
Parker Hannifin Corp

Industrials
7
New
$697.13 - $769.67 $4.88K - $5.39K
7 $5K
CW
Curtiss Wright Corp

Industrials
11
New
$472.43 - $542.94 $5.2K - $5.97K
11 $5K
RBLX
Roblox Corp

Communication Services
37
New
$100.65 - $141.56 $3.72K - $5.24K
37 $5K
C
Citigroup Inc

Financial Services
57
New
$85.57 - $103.49 $4.88K - $5.9K
57 $5K
CARR
Carrier Global Corp

Industrials
117
+ 100.86%
$58.75 - $80.73 $6.87K - $9.45K
233 $13K
FDX
Fedex Corp

Industrials
24
New
$217.1 - $243.2 $5.21K - $5.84K
24 $5K
MU
Micron Technology Inc

Technology
31
New
$104.88 - $168.89 $3.25K - $5.24K
31 $5K
COIN
Coinbase Global, Inc.

Technology
16
New
$297.99 - $419.78 $4.77K - $6.72K
16 $5K
ROL
Rollins Inc

Consumer Cyclical
87
New
$55.05 - $58.74 $4.79K - $5.11K
87 $5K
AROC
Archrock, Inc.

Energy
196
New
$22.0 - $26.51 $4.31K - $5.2K
196 $5K
H
Hyatt Hotels Corp

Consumer Cyclical
37
New
$135.01 - $152.25 $5K - $5.63K
37 $5K
PKG
Packaging Corp Of America

Consumer Cyclical
20
New
$191.41 - $220.25 $3.83K - $4.41K
20 $4K
ICE
Intercontinental Exchange, Inc.

Financial Services
27
New
$167.28 - $188.45 $4.52K - $5.09K
27 $4K
SCCO
Southern Copper Corp

Basic Materials
36
New
$90.54 - $121.36 $3.26K - $4.37K
36 $4K
SNEX
Stone X Group Inc.

Financial Services
40
New
$81.94 - $104.56 $3.28K - $4.18K
40 $4K
IMKTA
Ingles Markets Inc

Consumer Defensive
66
New
$59.62 - $70.62 $3.93K - $4.66K
66 $4K
SRE
Sempra Energy

Utilities
45
New
$74.14 - $89.98 $3.34K - $4.05K
45 $4K
CI
Cigna Corp

Healthcare
16
New
$262.23 - $334.39 $4.2K - $5.35K
16 $4K
LMT
Lockheed Martin Corp

Industrials
7
+ 46.67%
$410.74 - $499.21 $2.88K - $3.49K
22 $10K
TGT
Target Corp

Consumer Defensive
49
New
$86.56 - $107.43 $4.24K - $5.26K
49 $4K
TFC
Truist Financial Corp

Financial Services
105
New
$42.83 - $47.07 $4.5K - $4.94K
105 $4K
MTZ
Mastec Inc

Industrials
22
New
$168.23 - $212.81 $3.7K - $4.68K
22 $4K
EAOA
Ishares Esg Aware Aggressive A

Technology
106
New
$38.2 - $40.78 $4.05K - $4.32K
106 $4K
PFG
Principal Financial Group Inc

Financial Services
58
New
$75.53 - $82.95 $4.38K - $4.81K
58 $4K
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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