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
MNDY
Monday.Com Ltd.

Technology
1
New
$213.0 - $327.92 $213 - $328
1 $0
TAP
Molson Coors Beverage CO

Consumer Defensive
7
New
$52.44 - $62.91 $367 - $440
7 $0
MHK
Mohawk Industries Inc

Consumer Cyclical
1
New
$110.92 - $130.83 $111 - $131
1 $0
DAL
Delta Air Lines, Inc.

Industrials
19
New
$43.6 - $69.06 $828 - $1.31K
19 $0
CINF
Cincinnati Financial Corp

Financial Services
3
New
$133.67 - $147.81 $401 - $443
3 $0
DRI
Darden Restaurants Inc

Consumer Cyclical
1
New
$180.02 - $208.56 $180 - $209
1 $0
SHYG
Ishares 0 5 Year High Yield CO

ETFs
10
New
$42.38 - $43.28 $424 - $433
10 $0
CCK
Crown Holdings Inc

Consumer Cyclical
3
New
$78.77 - $91.74 $236 - $275
3 $0
NET
Cloudflare, Inc.

Technology
5
New
$110.71 - $176.5 $554 - $883
5 $0
BBUS
J P Morgan Exchg Traded Fd

ETFs
1
+ 12.5%
$99.5 - $110.97 $99.5 - $111
9 $0
IUSB
Ishares Core Total Usd Bond Ma

ETFs
0
New
$44.72 - $46.25 $0 - $0
0 $0
CAG
Conagra Brands Inc.

Consumer Defensive
18
New
$23.9 - $27.67 $430 - $498
18 $0
ED
Consolidated Edison Inc

Utilities
1
New
$88.0 - $110.59 $88 - $111
1 $0
CROX
Crocs, Inc.

Consumer Cyclical
4
New
$88.83 - $112.59 $355 - $450
4 $0
CRH.L
Crh PLC

Basic Materials
3
New
N/A
3 $0
CPA
Copa Holdings, S.A.

Industrials
5
New
$85.71 - $98.05 $429 - $490
5 $0
ILCG
Ishares Morningstar Growth ETF
1.58K
+ 359.32%
N/A
2.02K $0
Ishares Tr
60
New
N/A
60 $0
Kenvue Inc
204
New
N/A
204 $0
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
25
New
$30.38 - $34.94 $760 - $874
25 $0
LPLA
Lpl Financial Holdings Inc.

Financial Services
0
New
$308.87 - $383.33 $0 - $0
0 $0
DHI
Horton D R Inc

Consumer Cyclical
1
New
$125.29 - $147.65 $125 - $148
1 $0
LYG
Lloyds Banking Group PLC

Financial Services
91
New
$2.58 - $3.9 $235 - $355
91 $0
Linde PLC
17
New
N/A
17 $0
Liberty Media Corp Del
11
New
N/A
11 $0
Ishares Bitcoin Trust ETF
1.74K
New
N/A
1.74K $0
Lam Research Corp
47
+ 19.5%
N/A
288 $0
CMI
Cummins Inc

Industrials
1
New
$312.92 - $386.07 $313 - $386
1 $0
PHG
Koninklijke Philips Nv

Healthcare
14
New
$24.92 - $28.61 $349 - $401
14 $0
KNX
Knight Swift Transportation Holdings Inc.

Industrials
6
New
$43.49 - $58.8 $261 - $353
6 $0
KMI
Kinder Morgan, Inc.

Energy
20
New
$26.1 - $31.22 $522 - $624
20 $0
KMB
Kimberly Clark Corp

Consumer Defensive
2
New
$124.46 - $147.4 $249 - $295
2 $0
KEY
Keycorp

Financial Services
9
New
$15.15 - $18.3 $136 - $165
9 $0
CPRT
Copart Inc

Consumer Cyclical
6
New
$52.3 - $59.83 $314 - $359
6 $0
Reddit Inc
0
New
N/A
0 $0
Pimco ETF Tr
8.82K
+ 3.05%
N/A
298K $0
CDNS
Cadence Design Systems Inc

Technology
3
New
$233.96 - $324.52 $702 - $974
3 $0
PSX
Phillips 66

Energy
6
New
$113.93 - $131.55 $684 - $789
6 $0
HMC
Honda Motor CO LTD

Consumer Cyclical
17
+ 13.82%
$26.9 - $30.41 $457 - $517
140 $3K
PCG
Pg&E Corp

Utilities
43
+ 28.67%
$15.16 - $20.4 $652 - $877
193 $3K
CNQ
Canadian Natural Resources LTD

Energy
6
New
$26.72 - $32.74 $160 - $196
6 $0
PFGC
Performance Food Group CO

Consumer Defensive
4
New
$74.86 - $90.93 $299 - $364
4 $0
COF
Capital One Financial Corp

Financial Services
4
New
$163.87 - $209.82 $655 - $839
4 $0
PNR
Pentair PLC

Industrials
4
New
$84.0 - $105.35 $336 - $421
4 $0
PENN
Penn National Gaming Inc

Consumer Cyclical
2
New
$16.23 - $22.73 $32.5 - $45.5
2 $0
DLR
Digital Realty Trust, Inc.

Real Estate
2
New
$142.1 - $183.56 $284 - $367
2 $0
HRL
Hormel Foods Corp

Consumer Defensive
2
New
$28.29 - $31.52 $56.6 - $63
2 $0
PNW
Pinnacle West Capital Corp

Utilities
7
New
$81.76 - $95.25 $572 - $667
7 $0
BTI
British American Tobacco P.L.C.

Consumer Defensive
11
New
$35.35 - $42.74 $389 - $470
11 $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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