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
MGM
Mgm Resorts International

Consumer Cyclical
59
New
$29.64 - $40.37 $1.75K - $2.38K
59 $1K
MU
Micron Technology Inc

Technology
23
New
$86.89 - $109.38 $2K - $2.52K
23 $1K
AZN
Astrazeneca PLC

Healthcare
21
New
$65.37 - $77.96 $1.37K - $1.64K
21 $1K
SCHW
Schwab Charles Corp

Financial Services
15
New
$71.24 - $83.64 $1.07K - $1.25K
15 $1K
TDG
Trans Digm Group Inc

Industrials
1
New
$1251.32 - $1394.11 $1.25K - $1.39K
1 $1K
TRV
Travelers Companies, Inc.

Financial Services
4
New
$232.43 - $265.13 $930 - $1.06K
4 $1K
CTAS
Cintas Corp

Industrials
8
New
$182.09 - $208.14 $1.46K - $1.67K
8 $1K
AIG
American International Group, Inc.

Financial Services
12
New
$70.5 - $86.94 $846 - $1.04K
12 $1K
DOV
Dover Corp

Industrials
11
New
$174.65 - $206.43 $1.92K - $2.27K
11 $1K
CHTR
Charter Communications, Inc.

Communication Services
4
New
$334.89 - $384.77 $1.34K - $1.54K
4 $1K
AES
Aes Corp

Utilities
149
New
$9.93 - $13.23 $1.48K - $1.97K
149 $1K
PANW
Palo Alto Networks Inc

Technology
9
New
$167.82 - $208.28 $1.51K - $1.87K
9 $1K
CM
Canadian Imperial Bank Of Commerce

Financial Services
27
New
$55.05 - $64.52 $1.49K - $1.74K
27 $1K
ADP
Automatic Data Processing Inc

Industrials
4
New
$286.85 - $318.64 $1.15K - $1.27K
4 $1K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
9
New
$175.5 - $209.86 $1.58K - $1.89K
9 $1K
FE
Firstenergy Corp

Utilities
47
New
$37.95 - $43.5 $1.78K - $2.04K
47 $1K
AFL
Aflac Inc

Financial Services
9
New
$100.99 - $111.19 $909 - $1K
9 $1K
PFG
Principal Financial Group Inc

Financial Services
14
New
$76.34 - $89.04 $1.07K - $1.25K
14 $1K
RF
Regions Financial Corp

Financial Services
80
New
$20.84 - $24.77 $1.67K - $1.98K
80 $1K
AMCR
Amcor PLC

Consumer Cyclical
190
New
$9.33 - $10.39 $1.77K - $1.97K
190 $1K
D
Dominion Energy, Inc

Utilities
25
New
$52.85 - $57.43 $1.32K - $1.44K
25 $1K
ELV
Elevance Health, Inc.

Healthcare
4
New
$365.9 - $436.25 $1.46K - $1.75K
4 $1K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
7
New
$61.25 - $72.83 $429 - $510
7 $0
CDW
Cdw Corp

Technology
1
New
$160.26 - $206.13 $160 - $206
1 $0
SNAP
Snap Inc

Communication Services
30
New
$8.37 - $12.57 $251 - $377
30 $0
KMX
Carmax Inc

Consumer Cyclical
4
New
$69.25 - $89.19 $277 - $357
4 $0
CCL
Carnival Corp

Consumer Cyclical
1
New
$19.08 - $28.49 $19.1 - $28.5
1 $0
BDX
Becton Dickinson & CO

Healthcare
1
New
$222.79 - $249.08 $223 - $249
1 $0
SPG
Simon Property Group Inc

Real Estate
4
New
$159.48 - $187.78 $638 - $751
4 $0
PSX
Phillips 66

Energy
6
New
$113.93 - $131.55 $684 - $789
6 $0
SE
Sea LTD

Consumer Cyclical
1
New
$104.87 - $146.31 $105 - $146
1 $0
XLE
Energy Sector Spdr

ETFs
0
New
$85.7 - $93.96 $0 - $0
0 $0
PNW
Pinnacle West Capital Corp

Utilities
7
New
$81.76 - $95.25 $572 - $667
7 $0
CVNA
Carvana Co.

Consumer Cyclical
1
New
$166.52 - $285.33 $167 - $285
1 $0
XLU
Utilities Sector Spdr

ETFs
0
New
$74.7 - $80.27 $0 - $0
0 $0
SRE
Sempra Energy

Utilities
11
New
$67.85 - $87.67 $746 - $964
11 $0
CELH
Celsius Holdings, Inc.

Consumer Defensive
9
New
$21.28 - $35.62 $192 - $321
9 $0
CAH
Cardinal Health Inc

Healthcare
4
New
$118.02 - $137.77 $472 - $551
4 $0
RIO
Rio Tinto PLC

Basic Materials
6
New
$58.19 - $64.29 $349 - $386
6 $0
ROST
Ross Stores, Inc.

Consumer Cyclical
1
New
$123.3 - $154.95 $123 - $155
1 $0
CDNS
Cadence Design Systems Inc

Technology
3
New
$233.96 - $324.52 $702 - $974
3 $0
Reddit Inc
0
New
N/A
0 $0
BTI
British American Tobacco P.L.C.

Consumer Defensive
11
New
$35.35 - $42.74 $389 - $470
11 $0
OKE
Oneok Inc

Energy
3
New
$89.57 - $109.85 $269 - $330
3 $0
RELX
Relx PLC

Communication Services
15
New
$45.34 - $51.91 $680 - $779
15 $0
RMD
Resmed Inc

Healthcare
3
New
$219.7 - $257.65 $659 - $773
3 $0
DGX
Quest Diagnostics Inc

Healthcare
1
New
N/A
1 $0
SQ
Block, Inc.

Technology
9
New
$54.04 - $92.95 $486 - $837
9 $0
HRB
H&R Block Inc

Consumer Cyclical
10
New
$49.96 - $55.97 $500 - $560
10 $0
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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