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
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
1
New
$80.4 - $106.5 $80.4 - $107
1 $0
USB
Us Bancorp \De\

Financial Services
32
+ 14.1%
$40.92 - $50.9 $1.31K - $1.63K
259 $10K
ARGX
Argenx Se

Healthcare
0
New
$571.0 - $671.75 $0 - $0
0 $0
Flutter Entmt PLC
0
New
N/A
0 $0
EIX
Edison International

Utilities
1
New
$50.06 - $80.01 $50.1 - $80
1 $0
UAL
United Airlines Holdings, Inc.

Industrials
6
New
$69.05 - $110.52 $414 - $663
6 $0
UL
Unilever PLC

Consumer Defensive
14
New
$54.72 - $60.29 $766 - $844
14 $0
APP
App Lovin Corp

Technology
3
New
$238.08 - $510.13 $714 - $1.53K
3 $0
AMAT
Applied Materials Inc

Technology
7
+ 11.48%
$145.06 - $195.51 $1.02K - $1.37K
68 $9K
RACE
Ferrari N.V.

Consumer Cyclical
1
New
$413.73 - $508.15 $414 - $508
1 $0
FDRR
Fidelity Covington Tr Divid Et

ETFs
0
New
$49.65 - $53.98 $0 - $0
0 $0
Amer Sports Inc
6
New
N/A
6 $0
AEE
Ameren Corp

Utilities
1
New
$86.87 - $103.67 $86.9 - $104
1 $0
AXP
American Express CO

Financial Services
2
+ 7.14%
$255.39 - $325.87 $511 - $652
30 $8K
FDRV
Fidelity Covington Tr Elec Veh
0
New
$13.04 - $14.66 $0 - $0
0 $0
Fidelity Wise Origin Bitcoin
242
+ 85.82%
N/A
524 $0
AMP
Ameriprise Financial Inc

Financial Services
1
New
$472.29 - $575.13 $472 - $575
1 $0
OXY
Occidental Petroleum Corp

Energy
1
New
$45.45 - $52.7 $45.5 - $52.7
1 $0
FITB
Fifth Third Bancorp

Financial Services
7
New
$37.48 - $44.96 $262 - $315
7 $0
FISV
Fiserv Inc

Technology
1
New
N/A
1 $0
ANSS
Ansys Inc

Technology
3
New
$316.56 - $360.36 $950 - $1.08K
3 $0
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
0
New
$314.47 - $431.35 $0 - $0
0 $0
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1
New
$283.06 - $421.16 $283 - $421
1 $0
Nextracker Inc
2
New
N/A
2 $0
ILMN
Illumina, Inc.

Healthcare
1
New
$79.34 - $144.22 $79.3 - $144
1 $0
MTG
Mgic Investment Corp

Financial Services
19
New
$22.56 - $25.71 $429 - $488
19 $0
CB
Chubb LTD

Financial Services
1
New
$257.71 - $301.99 $258 - $302
1 $0
MDT
Medtronic PLC

Healthcare
2
New
$79.84 - $94.5 $160 - $189
2 $0
PODD
Insulet Corp

Healthcare
1
New
$237.06 - $288.29 $237 - $288
1 $0
INTC
Intel Corp

Technology
43
New
$19.1 - $27.39 $821 - $1.18K
43 $0
MKC
Mccormick & CO Inc

Consumer Defensive
1
New
$71.24 - $84.73 $71.2 - $84.7
1 $0
MMS
Maximus, Inc.

Industrials
8
New
$64.34 - $79.68 $515 - $637
8 $0
ICE
Intercontinental Exchange, Inc.

Financial Services
2
New
$142.8 - $176.36 $286 - $353
2 $0
CHD
Church & Dwight CO Inc

Consumer Defensive
1
New
$101.42 - $113.2 $101 - $113
1 $0
IPG
Interpublic Group Of Companies, Inc.

Communication Services
15
New
$25.93 - $29.28 $389 - $439
15 $0
MLM
Martin Marietta Materials Inc

Basic Materials
2
New
$460.39 - $552.64 $921 - $1.11K
2 $0
MAR
Marriott International Inc

Consumer Cyclical
1
New
$237.01 - $304.45 $237 - $304
1 $0
MAA
Mid America Apartment Communities Inc.

Real Estate
5
New
$146.9 - $170.92 $735 - $855
5 $0
MFG
Mizuho Financial Group Inc

Financial Services
118
New
$4.83 - $6.04 $570 - $713
118 $0
CVNA
Carvana Co.

Consumer Cyclical
1
New
$166.52 - $285.33 $167 - $285
1 $0
IDXX
Idexx Laboratories Inc

Healthcare
2
New
$406.29 - $469.04 $813 - $938
2 $0
CDW
Cdw Corp

Technology
1
New
$160.26 - $206.13 $160 - $206
1 $0
CELH
Celsius Holdings, Inc.

Consumer Defensive
9
New
$21.28 - $35.62 $192 - $321
9 $0
MSI
Motorola Solutions, Inc.

Technology
2
New
$411.73 - $482.1 $823 - $964
2 $0
CNC
Centene Corp

Healthcare
10
New
$55.93 - $65.89 $559 - $659
10 $0
CNP
Centerpoint Energy Inc

Utilities
8
New
$30.87 - $36.25 $247 - $290
8 $0
CF
Cf Industries Holdings, Inc.

Basic Materials
2
New
$75.03 - $97.25 $150 - $195
2 $0
MDB
Mongo Db, Inc.

Technology
2
New
$175.4 - $298.52 $351 - $597
2 $0
DVN
Devon Energy Corp

Energy
4
New
$33.15 - $38.55 $133 - $154
4 $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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