Halbert Hargrove Global Advisors, LLC New Holdings in Q1 2025

Halbert Hargrove Global Advisors, LLC

  • $1.76 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EVRG
Evergy, Inc.

Utilities
31
New
$59.9 - $69.52 $1.86K - $2.16K
31 $2K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
4
New
$634.14 - $744.83 $2.54K - $2.98K
4 $2K
SCI
Service Corp International

Consumer Cyclical
30
New
$75.99 - $84.16 $2.28K - $2.52K
30 $2K
PLTR
Palantir Technologies Inc.

Technology
24
New
$64.98 - $124.62 $1.56K - $2.99K
24 $2K
LOW
Lowes Companies Inc

Consumer Cyclical
12
New
$222.66 - $268.42 $2.67K - $3.22K
12 $2K
NOC
Northrop Grumman Corp

Industrials
5
New
$433.45 - $513.82 $2.17K - $2.57K
5 $2K
MAS
Masco Corp

Industrials
41
New
$68.67 - $81.85 $2.82K - $3.36K
41 $2K
MCK
Mckesson Corp

Healthcare
4
New
$566.21 - $672.99 $2.26K - $2.69K
4 $2K
KLAC
Kla Corp

Technology
3
New
$636.62 - $777.63 $1.91K - $2.33K
3 $2K
ROP
Roper Technologies Inc

Industrials
5
New
$502.71 - $593.81 $2.51K - $2.97K
5 $2K
IBKR
Interactive Brokers Group, Inc.

Financial Services
16
New
$161.03 - $235.53 $2.58K - $3.77K
16 $2K
NSC
Norfolk Southern Corp

Industrials
9
New
$227.69 - $259.76 $2.05K - $2.34K
9 $2K
SCCO
Southern Copper Corp

Basic Materials
26
New
$85.92 - $101.48 $2.23K - $2.64K
26 $2K
OC
Owens Corning

Industrials
16
New
$137.83 - $191.19 $2.21K - $3.06K
16 $2K
URI
United Rentals, Inc.

Industrials
4
New
$594.17 - $789.56 $2.38K - $3.16K
4 $2K
WTRG
Essential Utilities, Inc.

Utilities
60
New
$33.49 - $40.57 $2.01K - $2.43K
60 $2K
EQIX
Equinix Inc

Real Estate
3
New
$803.0 - $959.97 $2.41K - $2.88K
3 $2K
DEO
Diageo PLC

Consumer Defensive
24
New
$104.79 - $126.12 $2.51K - $3.03K
24 $2K
ALB
Albemarle Corp

Basic Materials
30
New
$69.95 - $97.49 $2.1K - $2.92K
30 $2K
ADM
Archer Daniels Midland CO

Consumer Defensive
59
New
$45.22 - $52.17 $2.67K - $3.08K
59 $2K
EMN
Eastman Chemical CO

Basic Materials
31
New
$87.05 - $103.47 $2.7K - $3.21K
31 $2K
CME
Cme Group Inc.

Financial Services
10
New
$225.82 - $266.54 $2.26K - $2.67K
10 $2K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
99
New
$25.44 - $27.95 $2.52K - $2.77K
99 $2K
CEG
Constellation Energy Corp

Utilities
13
New
$201.63 - $347.44 $2.62K - $4.52K
13 $2K
CMCSA
Comcast Corp

Communication Services
68
New
$33.19 - $38.23 $2.26K - $2.6K
68 $2K
BKR
Baker Hughes CO

Energy
62
New
$41.16 - $48.85 $2.55K - $3.03K
62 $2K
BK
Bank Of New York Mellon Corp

Financial Services
25
New
$75.42 - $88.95 $1.89K - $2.22K
25 $2K
AMT
American Tower Corp

Real Estate
13
New
$173.46 - $217.6 $2.25K - $2.83K
13 $2K
EOG
Eog Resources Inc

Energy
16
New
$120.54 - $138.05 $1.93K - $2.21K
16 $2K
APH
Amphenol Corp

Technology
36
New
$61.62 - $78.55 $2.22K - $2.83K
36 $2K
HES
Hess Corp

Energy
9
New
$135.42 - $160.52 $1.22K - $1.44K
9 $1K
SNPS
Synopsys Inc

Technology
3
New
$428.58 - $551.54 $1.29K - $1.65K
3 $1K
AME
Ametek Inc

Industrials
10
New
$170.39 - $190.43 $1.7K - $1.9K
10 $1K
USFD
Us Foods Holding Corp.

Consumer Defensive
17
New
$63.38 - $72.02 $1.08K - $1.22K
17 $1K
C
Citigroup Inc

Financial Services
15
New
$67.23 - $84.63 $1.01K - $1.27K
15 $1K
VLO
Valero Energy Corp

Energy
10
New
$121.76 - $142.99 $1.22K - $1.43K
10 $1K
BSX
Boston Scientific Corp

Healthcare
18
New
$89.38 - $106.18 $1.61K - $1.91K
18 $1K
CFG
Citizens Financial Group Inc

Financial Services
27
New
$39.73 - $48.36 $1.07K - $1.31K
27 $1K
ADI
Analog Devices Inc

Technology
6
New
$201.56 - $243.82 $1.21K - $1.46K
6 $1K
FNDE
Schwab Fundamental Emerging Mk

ETFs
33
New
$28.11 - $32.0 $928 - $1.06K
33 $1K
SAP
Sap Se

Technology
5
New
$241.4 - $293.69 $1.21K - $1.47K
5 $1K
KHC
Kraft Heinz CO

Consumer Defensive
35
New
$28.51 - $32.22 $998 - $1.13K
35 $1K
MTB
M&T Bank Corp

Financial Services
9
New
$170.47 - $201.98 $1.53K - $1.82K
9 $1K
MTCH
Match Group, Inc.

Communication Services
56
New
$30.08 - $36.47 $1.68K - $2.04K
56 $1K
CCI
Crown Castle International Corp

Real Estate
10
New
$84.33 - $106.39 $843 - $1.06K
10 $1K
MCD
Mcdonalds Corp

Consumer Cyclical
4
New
$279.74 - $321.29 $1.12K - $1.29K
4 $1K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
50
New
$26.71 - $31.58 $1.34K - $1.58K
50 $1K
TGT
Target Corp

Consumer Defensive
15
New
$103.65 - $142.5 $1.55K - $2.14K
15 $1K
CVS
Cvs Health Corp

Healthcare
15
New
$44.22 - $68.64 $663 - $1.03K
15 $1K
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
Track This Portfolio

Track Halbert Hargrove Global Advisors, LLC Portfolio

Follow Halbert Hargrove Global Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Halbert Hargrove Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Halbert Hargrove Global Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email