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
HWM
Howmet Aerospace Inc.

Industrials
35
+ 1166.67%
$171.0 - $196.23 $5.99K - $6.87K
38 $7K
INTU
Intuit Inc

Technology
15
+ 57.69%
$646.03 - $807.39 $9.69K - $12.1K
41 $27K
COP
Conocophillips

Energy
71
+ 322.73%
$91.0 - $98.99 $6.46K - $7.03K
93 $8K
SNOW
Snowflake Inc.

Technology
10
+ 0.44%
$191.73 - $241.0 $1.92K - $2.41K
2.26K $509K
DIS
Walt Disney CO

Communication Services
51
+ 118.6%
$112.25 - $124.0 $5.72K - $6.32K
94 $10K
IRM
Iron Mountain Inc

Real Estate
45
+ 18.0%
$89.46 - $104.46 $4.03K - $4.7K
295 $30K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
32
+ 4.55%
$62.54 - $68.42 $2K - $2.19K
736 $49K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1
+ 2.04%
$404.94 - $499.99 $405 - $500
50 $24K
CARR
Carrier Global Corp

Industrials
117
+ 100.86%
$58.75 - $80.73 $6.87K - $9.45K
233 $13K
IT
Gartner Inc

Technology
20
+ 222.22%
$225.98 - $406.7 $4.52K - $8.13K
29 $7K
CMCSA
Comcast Corp

Communication Services
109
+ 93.16%
$31.41 - $36.33 $3.42K - $3.96K
226 $7K
V
Visa Inc.

Financial Services
37
+ 4.94%
$332.09 - $358.86 $12.3K - $13.3K
786 $268K
LYG
Lloyds Banking Group PLC

Financial Services
144
+ 1.45%
$4.03 - $4.63 $580 - $667
10.1K $45K
IR
Ingersoll Rand Inc.

Industrials
33
+ 51.56%
$74.98 - $89.02 $2.47K - $2.94K
97 $8K
LUV
Southwest Airlines CO

Industrials
106
+ 94.64%
$29.06 - $37.7 $3.08K - $4K
218 $6K
FCX
Freeport Mcmoran Inc

Basic Materials
142
+ 27.95%
$35.34 - $47.21 $5.02K - $6.7K
650 $25K
EW
Edwards Lifesciences Corp

Healthcare
34
+ 161.9%
$73.75 - $81.83 $2.51K - $2.78K
55 $4K
YUM
Yum Brands Inc

Consumer Cyclical
10
+ 4.07%
$139.5 - $153.94 $1.4K - $1.54K
256 $38K
L
Loews Corp

Financial Services
8
+ 6.06%
$89.82 - $100.39 $719 - $803
140 $14K
CSX
Csx Corp

Industrials
64
+ 52.03%
$32.05 - $36.52 $2.05K - $2.34K
187 $6K
SYK
Stryker Corp

Healthcare
5
+ 38.46%
$368.57 - $403.53 $1.84K - $2.02K
18 $6K
BBUS
J P Morgan Exchg Traded Fd

ETFs
2
+ 25.0%
$111.77 - $121.28 $224 - $243
10 $1K
PCAR
Paccar Inc

Industrials
11
+ 25.58%
$92.91 - $102.86 $1.02K - $1.13K
54 $5K
BK
Bank Of New York Mellon Corp

Financial Services
2
+ 5.0%
$90.65 - $109.75 $181 - $220
42 $4K
Lam Research Corp
170
+ 104.29%
N/A
333 $0
JPHY
Jp Morgan High Yield Research

ETFs
1
+ 33.33%
N/A
4 $0
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
2
+ 33.33%
$65.91 - $70.63 $132 - $141
8 $0
PAYX
Paychex Inc

Industrials
8
+ 16.0%
$126.69 - $147.99 $1.01K - $1.18K
58 $7K
Pimco ETF Tr
2.15K
+ 0.71%
N/A
304K $0
CME
Cme Group Inc.

Financial Services
2
+ 25.0%
$258.83 - $287.1 $518 - $574
10 $2K
Fidelity Wise Origin Bitcoin
2.28K
+ 154.02%
N/A
3.76K $0
COST
Costco Wholesale Corp

Consumer Defensive
8
+ 6.45%
$915.95 - $994.57 $7.33K - $7.96K
132 $122K
Ge Vernova Inc
9
+ 300.0%
N/A
12 $0
BALL
Ball Corp

Consumer Cyclical
1.12K
+ 2.35%
$48.47 - $59.71 $54K - $66.6K
48.6K $2.45M
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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