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
CCI
Crown Castle International Corp

Real Estate
10
New
$84.33 - $106.39 $843 - $1.06K
10 $1K
D
Dominion Energy, Inc

Utilities
25
New
$52.85 - $57.43 $1.32K - $1.44K
25 $1K
CVS
Cvs Health Corp

Healthcare
15
New
$44.22 - $68.64 $663 - $1.03K
15 $1K
ELV
Elevance Health, Inc.

Healthcare
4
New
$365.9 - $436.25 $1.46K - $1.75K
4 $1K
ETN
Eaton Corp PLC

Industrials
3
+ 27.27%
$271.83 - $371.23 $815 - $1.11K
14 $3K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
5
New
$69.67 - $86.15 $348 - $431
5 $0
AVB
Avalonbay Communities Inc

Real Estate
1
New
$207.86 - $228.08 $208 - $228
1 $0
IT
Gartner Inc

Technology
2
+ 22.22%
$418.25 - $548.38 $837 - $1.1K
11 $4K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
4
New
$32.17 - $35.61 $129 - $142
4 $0
SPOT
Spotify Technology S.A.

Communication Services
0
New
$457.79 - $648.32 $0 - $0
0 $0
SYF
Synchrony Financial

Financial Services
4
New
$51.9 - $70.63 $208 - $283
4 $0
Ge Healthcare Technologies I
6
New
N/A
6 $0
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
49
New
$14.13 - $16.72 $692 - $819
49 $0
Super Micro Computer Inc
7
New
N/A
7 $0
TPR
Tapestry, Inc.

Consumer Cyclical
1
New
$65.63 - $89.21 $65.6 - $89.2
1 $0
UBS
Ubs Group Ag

Financial Services
8
New
$30.28 - $35.78 $242 - $286
8 $0
Arista Networks Inc
4
New
N/A
4 $0
TSN
Tyson Foods, Inc.

Consumer Defensive
3
New
$54.27 - $63.81 $163 - $191
3 $0
FTV
Fortive Corp

Technology
4
New
$71.82 - $82.98 $287 - $332
4 $0
FNV
Franco Nevada Corp

Basic Materials
1
New
$120.72 - $157.56 $121 - $158
1 $0
EBAY
Ebay Inc

Consumer Cyclical
5
New
$61.61 - $70.93 $308 - $355
5 $0
Atlassian Corporation
1
New
N/A
1 $0
ADSK
Autodesk, Inc.

Technology
1
New
N/A
1 $0
TTD
Trade Desk, Inc.

Technology
5
New
$53.59 - $126.58 $268 - $633
5 $0
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
1
New
$22.15 - $24.94 $22.2 - $24.9
1 $0
Ftai Aviation LTD
0
New
N/A
0 $0
TER
Teradyne, Inc

Technology
3
New
$82.6 - $140.0 $248 - $420
3 $0
Te Connectivity PLC
1
New
N/A
1 $0
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
2
New
$45.62 - $51.12 $91.2 - $102
2 $0
GRMN
Garmin LTD

Technology
1
New
$204.55 - $241.93 $205 - $242
1 $0
Ge Vernova Inc
6
+ 150.0%
N/A
10 $0
EBND
Spdr Bloomberg Emerging Market

ETFs
25
New
$19.47 - $20.36 $487 - $509
25 $0
NLOK
Norton Life Lock Inc.

Technology
11
New
N/A
11 $0
PEAK
Healthpeak Properties, Inc.

Real Estate
33
New
N/A
33 $0
SBAC
Sba Communications Corp

Real Estate
2
New
$192.76 - $224.91 $386 - $450
2 $0
DG
Dollar General Corp

Consumer Defensive
7
New
$68.44 - $87.93 $479 - $616
7 $0
BDX
Becton Dickinson & CO

Healthcare
1
New
$222.79 - $249.08 $223 - $249
1 $0
BMRN
Biomarin Pharmaceutical Inc

Healthcare
7
New
$61.25 - $72.83 $429 - $510
7 $0
DFAI
Dimensional ETF Tr

ETFs
0
New
$28.88 - $32.4 $0 - $0
0 $0
BNTX
Bio N Tech Se

Healthcare
1
New
$91.06 - $126.88 $91.1 - $127
1 $0
ROST
Ross Stores, Inc.

Consumer Cyclical
1
New
$123.3 - $154.95 $123 - $155
1 $0
HDB
Hdfc Bank LTD

Financial Services
1
New
$58.06 - $66.85 $58.1 - $66.9
1 $0
ROK
Rockwell Automation, Inc

Industrials
3
New
$255.29 - $303.75 $766 - $911
3 $0
RIO
Rio Tinto PLC

Basic Materials
6
New
$58.19 - $64.29 $349 - $386
6 $0
RMD
Resmed Inc

Healthcare
3
New
$219.7 - $257.65 $659 - $773
3 $0
HLN
Haleon PLC

Healthcare
80
New
$9.02 - $10.67 $722 - $854
80 $0
Gsk PLC
13
New
N/A
13 $0
DLTR
Dollar Tree, Inc.

Consumer Defensive
1
New
$61.92 - $76.95 $61.9 - $77
1 $0
GIS
General Mills Inc

Consumer Defensive
12
New
$57.56 - $65.3 $691 - $784
12 $0
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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