Halbert Hargrove Global Advisors, LLC Incresed Positions in Q1 2025

Halbert Hargrove Global Advisors, LLC

  • $1.76 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 50.0%
$4295.4 - $5141.88 $4.3K - $5.14K
3 $13K
CSCO
Cisco Systems, Inc.

Technology
66
+ 58.93%
$58.74 - $64.87 $3.88K - $4.28K
178 $10K
COP
Conocophillips

Energy
42
+ 190.91%
$88.6 - $105.85 $3.72K - $4.45K
64 $6K
MDLZ
Mondelez International, Inc.

Consumer Defensive
23
+ 7.08%
$56.12 - $68.15 $1.29K - $1.57K
348 $23K
ADBE
Adobe Inc.

Technology
12
+ 54.55%
$377.84 - $464.11 $4.53K - $5.57K
34 $13K
DHR
Danaher Corp

Healthcare
18
+ 112.5%
$201.62 - $250.59 $3.63K - $4.51K
34 $6K
MS
Morgan Stanley

Financial Services
24
+ 33.8%
$111.68 - $141.08 $2.68K - $3.39K
95 $11K
WEC
Wec Energy Group, Inc.

Utilities
21
+ 131.25%
$92.12 - $108.98 $1.93K - $2.29K
37 $4K
TJX
Tjx Companies Inc

Consumer Cyclical
19
+ 11.11%
$112.81 - $126.16 $2.14K - $2.4K
190 $23K
SYK
Stryker Corp

Healthcare
8
+ 61.54%
$355.18 - $399.9 $2.84K - $3.2K
21 $7K
EW
Edwards Lifesciences Corp

Healthcare
25
+ 119.05%
$67.95 - $76.19 $1.7K - $1.9K
46 $3K
SAN
Banco Santander, S.A.

Financial Services
203
+ 30.03%
$4.46 - $7.14 $905 - $1.45K
879 $5K
VCR
Vanguard Consumer Discretionar

ETFs
28
+ 19.18%
$318.51 - $391.75 $8.92K - $11K
174 $56K
IBM
International Business Machines Corp

Technology
9
+ 900.0%
$217.4 - $264.74 $1.96K - $2.38K
10 $2K
PAYX
Paychex Inc

Industrials
13
+ 26.0%
$136.06 - $154.52 $1.77K - $2.01K
63 $9K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
500
+ 4.02%
$5.87 - $6.26 $2.94K - $3.13K
12.9K $76K
TXN
Texas Instruments Inc

Technology
10
+ 20.41%
N/A
59 $11K
VNQI
Vanguard Global Ex U.S. Real

ETFs
18
+ 3.44%
$38.22 - $41.19 $688 - $741
542 $22K
AOR
Ishares Tr Core Growth Allocat

ETFs
26
+ 1.34%
$56.63 - $59.39 $1.47K - $1.54K
1.96K $112K
FCX
Freeport Mcmoran Inc

Basic Materials
56
+ 11.02%
$34.5 - $43.01 $1.93K - $2.41K
564 $21K
SHEL
Shell PLC

Energy
14
+ 8.64%
$62.84 - $73.29 $880 - $1.03K
176 $12K
CAT
Caterpillar Inc

Industrials
12
+ 16.22%
$326.75 - $407.63 $3.92K - $4.89K
86 $28K
RTX
Raytheon Technologies Corp

Industrials
8
+ 10.96%
$114.1 - $135.66 $913 - $1.09K
81 $10K
QCOM
Qualcomm Inc

Technology
12
+ 29.27%
$151.94 - $175.86 $1.82K - $2.11K
53 $8K
AOM
Ishares Tr Core Moderate Alloc

ETFs
1
+ 0.87%
$42.93 - $44.71 $42.9 - $44.7
116 $5K
BAC
Bank Of America Corp

Financial Services
167
+ 5.57%
$39.61 - $47.74 $6.61K - $7.97K
3.17K $132K
MPC
Marathon Petroleum Corp

Energy
2
+ 2.08%
$134.72 - $159.03 $269 - $318
98 $14K
LUV
Southwest Airlines CO

Industrials
26
+ 23.21%
$28.18 - $34.84 $733 - $906
138 $4K
LMT
Lockheed Martin Corp

Industrials
4
+ 26.67%
$423.19 - $506.29 $1.69K - $2.03K
19 $8K
CSX
Csx Corp

Industrials
36
+ 29.27%
$29.11 - $33.67 $1.05K - $1.21K
159 $4K
USB
Us Bancorp \De\

Financial Services
32
+ 14.1%
$40.92 - $50.9 $1.31K - $1.63K
259 $10K
Pimco ETF Tr
8.82K
+ 3.05%
N/A
298K $0
PCG
Pg&E Corp

Utilities
43
+ 28.67%
$15.16 - $20.4 $652 - $877
193 $3K
Ge Vernova Inc
6
+ 150.0%
N/A
10 $0
IT
Gartner Inc

Technology
2
+ 22.22%
$418.25 - $548.38 $837 - $1.1K
11 $4K
Fidelity Wise Origin Bitcoin
242
+ 85.82%
N/A
524 $0
CARR
Carrier Global Corp

Industrials
4
+ 3.45%
$62.07 - $70.55 $248 - $282
120 $7K
BP
Bp PLC

Energy
8
+ 11.76%
$29.93 - $35.31 $239 - $282
76 $2K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
1
+ 4.35%
$88.0 - $115.5 $88 - $116
24 $2K
AMAT
Applied Materials Inc

Technology
7
+ 11.48%
$145.06 - $195.51 $1.02K - $1.37K
68 $9K
AXP
American Express CO

Financial Services
2
+ 7.14%
$255.39 - $325.87 $511 - $652
30 $8K
AMD
Advanced Micro Devices Inc

Technology
47
+ 19.26%
$96.63 - $129.55 $4.54K - $6.09K
291 $29K
HMC
Honda Motor CO LTD

Consumer Cyclical
17
+ 13.82%
$26.9 - $30.41 $457 - $517
140 $3K
BBUS
J P Morgan Exchg Traded Fd

ETFs
1
+ 12.5%
$99.5 - $110.97 $99.5 - $111
9 $0
ILCG
Ishares Morningstar Growth ETF
1.58K
+ 359.32%
N/A
2.02K $0
Lam Research Corp
47
+ 19.5%
N/A
288 $0
ETN
Eaton Corp PLC

Industrials
3
+ 27.27%
$271.83 - $371.23 $815 - $1.11K
14 $3K
ASML
Asml Holding Nv

Technology
1
+ 2.22%
$662.63 - $776.99 $663 - $777
46 $30K
CRM
Salesforce, Inc.

Technology
25
+ 23.81%
$268.36 - $359.95 $6.71K - $9K
130 $34K
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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