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
SNEX
Stone X Group Inc.

Financial Services
40
New
$81.94 - $104.56 $3.28K - $4.18K
40 $4K
PFG
Principal Financial Group Inc

Financial Services
58
New
$75.53 - $82.95 $4.38K - $4.81K
58 $4K
DOV
Dover Corp

Industrials
27
New
$165.59 - $190.9 $4.47K - $5.15K
27 $4K
HUM
Humana Inc

Healthcare
19
New
$220.41 - $312.0 $4.19K - $5.93K
19 $4K
TGT
Target Corp

Consumer Defensive
49
New
$86.56 - $107.43 $4.24K - $5.26K
49 $4K
SRE
Sempra Energy

Utilities
45
New
$74.14 - $89.98 $3.34K - $4.05K
45 $4K
GPC
Genuine Parts CO

Consumer Cyclical
25
New
$122.23 - $142.77 $3.06K - $3.57K
25 $3K
IRTC
I Rhythm Technologies, Inc.

Healthcare
18
New
$132.29 - $187.07 $2.38K - $3.37K
18 $3K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
37
New
$94.17 - $99.95 $3.48K - $3.7K
37 $3K
ALL
Allstate Corp

Financial Services
16
New
$192.0 - $214.65 $3.07K - $3.43K
16 $3K
ACIW
Aci Worldwide, Inc.

Technology
75
New
$40.74 - $52.9 $3.06K - $3.97K
75 $3K
AES
Aes Corp

Utilities
254
New
$10.77 - $13.94 $2.74K - $3.54K
254 $3K
KR
Kroger CO

Consumer Defensive
55
New
$64.52 - $74.35 $3.55K - $4.09K
55 $3K
MAR
Marriott International Inc

Consumer Cyclical
12
New
$255.35 - $282.87 $3.06K - $3.39K
12 $3K
WTW
Willis Towers Watson PLC

Financial Services
10
New
$301.83 - $345.45 $3.02K - $3.45K
10 $3K
KD
Kyndryl Holdings, Inc.

Technology
125
New
$28.94 - $43.41 $3.62K - $5.43K
125 $3K
KMB
Kimberly Clark Corp

Consumer Defensive
31
New
$121.72 - $136.77 $3.77K - $4.24K
31 $3K
HWC
Hancock Whitney Corp

Financial Services
55
New
$57.63 - $64.31 $3.17K - $3.54K
55 $3K
WST
West Pharmaceutical Services Inc

Healthcare
13
New
$210.08 - $279.1 $2.73K - $3.63K
13 $3K
NTLA
Intellia Therapeutics, Inc.

Healthcare
199
New
$9.88 - $17.76 $1.97K - $3.53K
199 $3K
HUBS
Hubspot Inc

Technology
8
New
$420.79 - $560.9 $3.37K - $4.49K
8 $3K
GNTX
Gentex Corp

Consumer Cyclical
127
New
$22.66 - $29.06 $2.88K - $3.69K
127 $3K
WBS
Webster Financial Corp

Financial Services
64
New
$55.19 - $62.92 $3.53K - $4.03K
64 $3K
CCI
Crown Castle International Corp

Real Estate
40
New
$92.96 - $113.91 $3.72K - $4.56K
40 $3K
ROST
Ross Stores, Inc.

Consumer Cyclical
21
New
$127.59 - $152.81 $2.68K - $3.21K
21 $3K
WAT
Waters Corp

Healthcare
11
New
$277.72 - $357.04 $3.05K - $3.93K
11 $3K
DXCM
Dexcom Inc

Healthcare
54
New
$66.46 - $89.53 $3.59K - $4.83K
54 $3K
ENB
Enbridge Inc

Energy
60
New
$43.79 - $50.46 $2.63K - $3.03K
60 $3K
RL
Ralph Lauren Corp

Consumer Cyclical
10
New
$272.1 - $320.75 $2.72K - $3.21K
10 $3K
SBUX
Starbucks Corp

Consumer Cyclical
44
New
$81.9 - $96.86 $3.6K - $4.26K
44 $3K
QS
Quantum Scape Corp

Consumer Cyclical
246
New
$6.36 - $14.64 $1.56K - $3.6K
246 $3K
SNPS
Synopsys Inc

Technology
8
New
$387.78 - $645.35 $3.1K - $5.16K
8 $3K
MSTR
Microstrategy Inc

Technology
12
New
$300.7 - $455.9 $3.61K - $5.47K
12 $3K
CWST
Casella Waste Systems Inc

Industrials
41
New
$86.69 - $114.82 $3.55K - $4.71K
41 $3K
SLB
Schlumberger Limited

Energy
90
New
$32.37 - $37.31 $2.91K - $3.36K
90 $3K
CSGP
Costar Group, Inc.

Real Estate
40
New
$81.42 - $96.83 $3.26K - $3.87K
40 $3K
MCO
Moodys Corp

Financial Services
8
New
$472.69 - $521.32 $3.78K - $4.17K
8 $3K
ACGL
Arch Capital Group Ltd.

Financial Services
39
New
$85.61 - $93.54 $3.34K - $3.65K
39 $3K
SLG
Sl Green Realty Corp

Real Estate
59
New
$52.04 - $65.67 $3.07K - $3.87K
59 $3K
FNDA
Schwab Fundamental U S Small C

ETFs
101
New
$28.75 - $31.93 $2.9K - $3.22K
101 $3K
VEEV
Veeva Systems Inc

Healthcare
11
New
$269.2 - $297.91 $2.96K - $3.28K
11 $3K
CHH
Choice Hotels International Inc

Consumer Cyclical
32
New
$106.91 - $135.29 $3.42K - $4.33K
32 $3K
OTIS
Otis Worldwide Corp

Industrials
37
New
$84.93 - $101.07 $3.14K - $3.74K
37 $3K
NET
Cloudflare, Inc.

Technology
17
New
$181.39 - $228.28 $3.08K - $3.88K
17 $3K
VLO
Valero Energy Corp

Energy
20
New
$131.77 - $175.63 $2.64K - $3.51K
20 $3K
EA
Electronic Arts Inc.

Communication Services
17
New
$147.79 - $202.05 $2.51K - $3.43K
17 $3K
UPS
United Parcel Service Inc

Industrials
40
New
$82.58 - $105.54 $3.3K - $4.22K
40 $3K
O
Realty Income Corp

Real Estate
47
New
$56.13 - $60.79 $2.64K - $2.86K
47 $2K
REXR
Rexford Industrial Realty, Inc.

Real Estate
55
New
$35.43 - $43.53 $1.95K - $2.39K
55 $2K
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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