Halbert Hargrove Global Advisors, LLC New Holdings in Q3 2025

Halbert Hargrove Global Advisors, LLC

  • $2.02 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PSA
Public Storage

Real Estate
2.51K
New
$271.94 - $298.09 $684K - $749K
2.51K $726K
ACWI
Ishares Msci Acwi ETF

ETFs
5.1K
New
$128.32 - $138.41 $655K - $706K
5.1K $705K
LOW
Lowes Companies Inc

Consumer Cyclical
2.57K
New
$215.01 - $273.02 $552K - $701K
2.57K $644K
BA
Boeing CO

Industrials
1.04K
New
$209.79 - $237.38 $218K - $247K
1.04K $224K
IBM
International Business Machines Corp

Technology
694
New
$234.77 - $292.47 $163K - $203K
694 $195K
PEAK
Healthpeak Properties, Inc.

Real Estate
8K
New
N/A
8K $151K
VV
Vanguard Large Cap ETF

ETFs
427
New
$285.05 - $309.14 $122K - $132K
427 $131K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
13K
New
$7.98 - $8.29 $104K - $108K
13K $106K
SPG
Simon Property Group Inc

Real Estate
541
New
$159.93 - $187.67 $86.5K - $102K
541 $101K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
4.5K
New
N/A
4.5K $87K
ALK
Alaska Air Group, Inc.

Industrials
1.26K
New
$49.73 - $63.86 $62.5K - $80.2K
1.26K $62K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
10K
New
$5.25 - $5.71 $52.5K - $57.1K
10K $52K
GS
Goldman Sachs Group Inc

Financial Services
63
New
$696.56 - $806.32 $43.9K - $50.8K
63 $50K
ARLP
Alliance Resource Partners LP

Energy
2K
New
$22.54 - $28.0 $45.1K - $56K
2K $50K
DGRO
Ishares Core Dividend Growth E

ETFs
678
New
$64.12 - $68.08 $43.5K - $46.2K
678 $46K
TQQQ
Proshares Ultrapro Qqq

ETFs
426
New
$80.89 - $104.72 $34.5K - $44.6K
426 $44K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
400
New
$83.08 - $100.2 $33.2K - $40.1K
400 $40K
MSI
Motorola Solutions, Inc.

Technology
73
New
$408.73 - $490.3 $29.8K - $35.8K
73 $33K
XLV
Select Sector Spdr Fund Health

ETFs
200
New
$129.01 - $139.72 $25.8K - $27.9K
200 $27K
GD
General Dynamics Corp

Industrials
75
New
$293.92 - $341.0 $22K - $25.6K
75 $25K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
121
New
$173.23 - $213.34 $21K - $25.8K
121 $25K
PG
Procter & Gamble CO

Consumer Defensive
165
New
$150.47 - $161.22 $24.8K - $26.6K
165 $25K
WAL
Western Alliance Bancorporation

Financial Services
296
New
$76.33 - $91.49 $22.6K - $27.1K
296 $25K
RWX
Spdr Dow Jones International R

ETFs
873
New
$26.58 - $28.39 $23.2K - $24.8K
873 $24K
PLTR
Palantir Technologies Inc.

Technology
129
New
$130.68 - $186.97 $16.9K - $24.1K
129 $23K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
145
New
$148.97 - $165.88 $21.6K - $24.1K
145 $23K
CHD
Church & Dwight CO Inc

Consumer Defensive
232
New
$85.84 - $99.09 $19.9K - $23K
232 $20K
CGDV
Capital Group Divid Value ETF

ETFs
492
New
$39.59 - $42.21 $19.5K - $20.8K
492 $20K
KEY
Keycorp

Financial Services
1.1K
New
$17.37 - $19.39 $19.1K - $21.3K
1.1K $20K
CTVA
Corteva, Inc.

Basic Materials
307
New
$67.08 - $77.12 $20.6K - $23.7K
307 $20K
VGSH
Vanguard

ETFs
331
New
$58.43 - $58.88 $19.3K - $19.5K
331 $19K
NOW
Service Now, Inc.

Technology
21
New
$850.86 - $1044.69 $17.9K - $21.9K
21 $19K
VOTE
Engine No 1 ETF Tr

ETFs
232
New
$72.69 - $78.67 $16.9K - $18.3K
232 $18K
OWL
Blue Owl Capital Inc.

Financial Services
1.09K
New
$16.93 - $20.8 $18.5K - $22.7K
1.09K $18K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
143
New
$122.0 - $138.74 $17.4K - $19.8K
143 $18K
DUOL
Duolingo, Inc.

Technology
56
New
$271.18 - $403.06 $15.2K - $22.6K
56 $18K
WFC
Wells Fargo & Company

Financial Services
218
New
$77.05 - $85.16 $16.8K - $18.6K
218 $18K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
450
New
$38.58 - $58.24 $17.4K - $26.2K
450 $17K
PGR
Progressive Corp

Financial Services
70
New
$238.61 - $264.3 $16.7K - $18.5K
70 $17K
ADP
Automatic Data Processing Inc

Industrials
55
New
$288.69 - $310.94 $15.9K - $17.1K
55 $16K
WMB
Williams Companies, Inc.

Energy
249
New
$56.52 - $64.01 $14.1K - $15.9K
249 $15K
DD
Du Pont De Nemours, Inc.

Basic Materials
195
New
$69.9 - $78.26 $13.6K - $15.3K
195 $15K
PNC
Pnc Financial Services Group, Inc.

Financial Services
75
New
$185.88 - $207.44 $13.9K - $15.6K
75 $15K
SOXL
Direxion Daily Semiconductor B

ETFs
425
New
$23.99 - $34.84 $10.2K - $14.8K
425 $14K
FISV
Fiserv Inc

Technology
112
New
N/A
112 $14K
LHX
L3 Harris Technologies, Inc.

Industrials
46
New
$252.18 - $305.41 $11.6K - $14K
46 $14K
DUK
Duke Energy Corp

Utilities
119
New
$116.31 - $125.93 $13.8K - $15K
119 $14K
DTE
Dte Energy CO

Utilities
94
New
$130.26 - $141.49 $12.2K - $13.3K
94 $13K
NTR
Nutrien Ltd.

Basic Materials
232
New
$55.69 - $62.11 $12.9K - $14.4K
232 $13K
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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