Halbert Hargrove Global Advisors, LLC Incresed Positions in Q3 2025

Halbert Hargrove Global Advisors, LLC

  • $2.02 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
143
+ 50.18%
$218.96 - $328.33 $31.3K - $47K
428 $120K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
1.2K
+ 21.47%
$24.13 - $29.07 $29K - $34.9K
6.79K $193K
TJX
Tjx Companies Inc

Consumer Cyclical
314
+ 224.29%
$121.35 - $144.54 $38.1K - $45.4K
454 $65K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
109
+ 39.78%
$224.68 - $282.71 $24.5K - $30.8K
383 $106K
TXN
Texas Instruments Inc

Technology
209
+ 426.53%
N/A
258 $50K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
279
+ 32.4%
$108.46 - $120.63 $30.3K - $33.7K
1.14K $135K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
545
+ 13.33%
$41.34 - $45.65 $22.5K - $24.9K
4.64K $208K
NEE
Nextera Energy Inc

Utilities
511
+ 1188.37%
$69.77 - $77.54 $35.7K - $39.6K
554 $41K
ETN
Eaton Corp PLC

Industrials
103
+ 936.36%
$342.99 - $392.76 $35.3K - $40.5K
114 $42K
XLY
Select Sector Spdr Consumer Di

ETFs
3
+ 0.18%
$216.09 - $242.18 $648 - $727
1.63K $390K
AMD
Advanced Micro Devices Inc

Technology
185
+ 75.82%
$134.8 - $184.42 $24.9K - $34.1K
429 $69K
NFLX
Netflix Inc

Communication Services
29
+ 223.08%
$1147.87 - $1297.18 $33.3K - $37.6K
42 $50K
CRWD
Crowd Strike Holdings, Inc.

Technology
67
+ 304.55%
$412.46 - $514.1 $27.6K - $34.4K
89 $43K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
3K
+ 30.93%
$8.55 - $9.1 $25.7K - $27.3K
12.7K $115K
UNH
Unitedhealth Group Inc

Healthcare
80
+ 148.15%
$237.77 - $353.61 $19K - $28.3K
134 $46K
CAT
Caterpillar Inc

Industrials
48
+ 64.86%
$390.92 - $477.15 $18.8K - $22.9K
122 $58K
PEP
Pepsico Inc

Consumer Defensive
207
+ 667.74%
$133.81 - $152.16 $27.7K - $31.5K
238 $33K
ITOT
Ishares Core S&P Total U.S. St

ETFs
75
+ 4.74%
$135.0 - $146.02 $10.1K - $11K
1.66K $241K
HON
Honeywell International Inc

Industrials
138
+ 181.58%
$207.7 - $240.4 $28.7K - $33.2K
214 $45K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
5K
+ 166.67%
$5.21 - $5.57 $26.1K - $27.9K
8K $42K
RTX
Raytheon Technologies Corp

Industrials
142
+ 194.52%
$144.19 - $167.33 $20.5K - $23.8K
215 $35K
MA
Mastercard Inc

Financial Services
40
+ 26.67%
$550.18 - $598.96 $22K - $24K
190 $108K
GLD
Spdr Gold Trust

ETFs
29
+ 11.98%
$300.96 - $355.47 $8.73K - $10.3K
271 $96K
XOM
Exxon Mobil Corp

Energy
181
+ 95.77%
$105.83 - $117.22 $19.2K - $21.2K
370 $41K
ZTS
Zoetis Inc.

Healthcare
144
+ 496.55%
$141.13 - $159.19 $20.3K - $22.9K
173 $25K
AXP
American Express CO

Financial Services
59
+ 210.71%
$294.27 - $342.31 $17.4K - $20.2K
87 $28K
DE
Deere & CO

Industrials
54
+ 47.37%
$457.26 - $524.37 $24.7K - $28.3K
168 $76K
AOA
Ishares Tr Core Aggressive All

ETFs
7
+ 0.19%
$82.71 - $88.14 $579 - $617
3.6K $317K
WMT
Walmart Inc.

Consumer Defensive
37
+ 1.38%
$94.4 - $104.27 $3.49K - $3.86K
2.72K $280K
UNP
Union Pacific Corp

Industrials
64
+ 30.19%
$214.91 - $237.16 $13.8K - $15.2K
276 $65K
BP
Bp PLC

Energy
500
+ 735.29%
$30.25 - $35.69 $15.1K - $17.8K
568 $19K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
2.9K
+ 21.51%
$5.79 - $5.98 $16.8K - $17.3K
16.4K $95K
WM
Waste Management Inc

Industrials
78
+ 46.99%
$213.88 - $237.1 $16.7K - $18.5K
244 $53K
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 150.0%
$5364.25 - $5815.92 $16.1K - $17.4K
5 $26K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
79
+ 1.1%
$71.6 - $76.11 $5.66K - $6.01K
7.28K $551K
CSCO
Cisco Systems, Inc.

Technology
197
+ 175.89%
$66.2 - $71.79 $13K - $14.1K
309 $21K
NOC
Northrop Grumman Corp

Industrials
22
+ 733.33%
$498.9 - $609.32 $11K - $13.4K
25 $15K
XLI
Industrial Sector Spdr

ETFs
7
+ 0.39%
$147.94 - $154.99 $1.04K - $1.08K
1.8K $277K
GILD
Gilead Sciences, Inc.

Healthcare
122
+ 160.53%
$108.22 - $120.47 $13.2K - $14.7K
198 $21K
GE
General Electric CO

Industrials
39
+ 260.0%
$244.75 - $305.63 $9.55K - $11.9K
54 $16K
HIG
Hartford Financial Services Group, Inc.

Financial Services
67
+ 12.57%
$119.73 - $134.7 $8.02K - $9.02K
600 $80K
ASML
Asml Holding Nv

Technology
6
+ 13.33%
$689.63 - $968.09 $4.14K - $5.81K
51 $49K
MDLZ
Mondelez International, Inc.

Consumer Defensive
196
+ 60.31%
$60.9 - $70.75 $11.9K - $13.9K
521 $32K
WEC
Wec Energy Group, Inc.

Utilities
97
+ 606.25%
$103.66 - $114.59 $10.1K - $11.1K
113 $12K
DHR
Danaher Corp

Healthcare
56
+ 350.0%
$181.46 - $212.2 $10.2K - $11.9K
72 $14K
QCOM
Qualcomm Inc

Technology
56
+ 136.59%
$145.84 - $173.55 $8.17K - $9.72K
97 $16K
TT
Trane Technologies PLC

Industrials
26
+ 34.21%
$398.96 - $472.54 $10.4K - $12.3K
102 $43K
COF
Capital One Financial Corp

Financial Services
40
+ 333.33%
$207.29 - $229.74 $8.29K - $9.19K
52 $11K
BX
Blackstone Inc.

Financial Services
29
+ 21.8%
$152.77 - $188.68 $4.43K - $5.47K
162 $27K
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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