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
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
64
New
$9.49 - $14.83 $607 - $949
64 $0
SONY
Sony Group Corp

Technology
10
New
$19.88 - $25.64 $199 - $256
10 $0
SNAP
Snap Inc

Communication Services
30
New
$8.37 - $12.57 $251 - $377
30 $0
SPG
Simon Property Group Inc

Real Estate
4
New
$159.48 - $187.78 $638 - $751
4 $0
GM
General Motors CO

Consumer Cyclical
9
New
$45.22 - $54.92 $407 - $494
9 $0
G
Genpact LTD

Technology
5
New
$42.88 - $55.54 $214 - $278
5 $0
GPN
Global Payments Inc

Industrials
0
New
$92.18 - $113.03 $0 - $0
0 $0
SRE
Sempra Energy

Utilities
11
New
$67.85 - $87.67 $746 - $964
11 $0
XLU
Utilities Sector Spdr

ETFs
0
New
$74.7 - $80.27 $0 - $0
0 $0
XLE
Energy Sector Spdr

ETFs
0
New
$85.7 - $93.96 $0 - $0
0 $0
RELX
Relx PLC

Communication Services
15
New
$45.34 - $51.91 $680 - $779
15 $0
AMD
Advanced Micro Devices Inc

Technology
47
+ 19.26%
$96.63 - $129.55 $4.54K - $6.09K
291 $29K
VMC
Vulcan Materials CO

Basic Materials
1
New
$220.9 - $277.54 $221 - $278
1 $0
VST
Vistra Corp.

Utilities
3
New
$108.49 - $191.89 $325 - $576
3 $0
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
4
New
$16.25 - $41.86 $65 - $167
4 $0
VTRS
Viatris Inc

Healthcare
4
New
$8.68 - $12.42 $34.7 - $49.7
4 $0
EXC
Exelon Corp

Utilities
10
New
$37.3 - $46.08 $373 - $461
10 $0
ESTC
Elastic N.V.

Technology
2
New
$89.1 - $117.76 $178 - $236
2 $0
LNT
Alliant Energy Corp

Utilities
15
New
$56.66 - $66.04 $850 - $991
15 $0
FDX
Fedex Corp

Industrials
1
New
$230.33 - $281.53 $230 - $282
1 $0
Veralto Corp
6
New
N/A
6 $0
VTR
Ventas, Inc.

Real Estate
6
New
$56.9 - $70.47 $341 - $423
6 $0
Ferguson Enterprises Inc
1
New
N/A
1 $0
ALLY
Ally Financial Inc.

Financial Services
12
New
$32.99 - $40.09 $396 - $481
12 $0
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1
New
$233.07 - $290.7 $233 - $291
1 $0
ES
Eversource Energy

Utilities
13
New
$55.63 - $63.8 $723 - $829
13 $0
EQR
Equity Residential

Real Estate
7
New
$66.98 - $75.02 $469 - $525
7 $0
AER
Aer Cap Holdings N.V.

Industrials
5
New
$94.11 - $105.78 $471 - $529
5 $0
WPP
Wpp PLC

Communication Services
2
New
$37.96 - $51.07 $75.9 - $102
2 $0
WPC
W. P. Carey Inc.

Real Estate
7
New
$53.5 - $65.05 $375 - $455
7 $0
WDAY
Workday, Inc.

Technology
2
New
$233.53 - $277.82 $467 - $556
2 $0
WTW
Willis Towers Watson PLC

Financial Services
1
New
$306.61 - $340.78 $307 - $341
1 $0
EQNR
Equinor Asa

Energy
5
New
$22.37 - $26.45 $112 - $132
5 $0
WHR
Whirlpool Corp

Consumer Cyclical
2
New
$88.58 - $133.14 $177 - $266
2 $0
WST
West Pharmaceutical Services Inc

Healthcare
1
New
$199.11 - $347.87 $199 - $348
1 $0
WELL
Welltower Inc.

Real Estate
3
New
$124.05 - $156.86 $372 - $471
3 $0
AKAM
Akamai Technologies Inc

Technology
3
New
N/A
3 $0
WSO
Watsco Inc

Industrials
1
New
$463.86 - $530.75 $464 - $531
1 $0
EQH
Equitable Holdings, Inc.

Financial Services
16
New
$47.64 - $55.68 $762 - $891
16 $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
38
New
$9.47 - $11.46 $360 - $435
38 $0
AVY
Avery Dennison Corp

Industrials
1
New
$174.58 - $195.91 $175 - $196
1 $0
ENFR
Alerian Energy Infrastructure

ETFs
0
New
$30.27 - $34.12 $0 - $0
0 $0
MO
Altria Group, Inc.

Consumer Defensive
9
New
$50.81 - $60.02 $457 - $540
9 $0
ACGL
Arch Capital Group Ltd.

Financial Services
3
New
$88.13 - $96.94 $264 - $291
3 $0
VUSB
Vanguard Bd Index Fds
397
New
N/A
397 $0
FIVE
Five Below, Inc

Consumer Cyclical
1
New
$72.25 - $103.2 $72.3 - $103
1 $0
ARES
Ares Management Corp

Financial Services
1
New
$140.19 - $198.28 $140 - $198
1 $0
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
0
New
$9.03 - $17.11 $0 - $0
0 $0
FLEX
Flex Ltd.

Technology
15
New
$32.92 - $44.46 $494 - $667
15 $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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