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
COF
Capital One Financial Corp

Financial Services
4
New
$163.87 - $209.82 $655 - $839
4 $0
CNQ
Canadian Natural Resources LTD

Energy
6
New
$26.72 - $32.74 $160 - $196
6 $0
BNTX
Bio N Tech Se

Healthcare
1
New
$91.06 - $126.88 $91.1 - $127
1 $0
PTC
Ptc Inc.

Technology
1
New
$153.3 - $193.48 $153 - $193
1 $0
SBAC
Sba Communications Corp

Real Estate
2
New
$192.76 - $224.91 $386 - $450
2 $0
PSA
Public Storage

Real Estate
2
New
$288.99 - $313.98 $578 - $628
2 $0
PEG
Public Service Enterprise Group Inc

Utilities
2
New
$78.2 - $90.39 $156 - $181
2 $0
PWR
Quanta Services, Inc.

Industrials
1
New
$236.71 - $358.03 $237 - $358
1 $0
ROK
Rockwell Automation, Inc

Industrials
3
New
$255.29 - $303.75 $766 - $911
3 $0
UBS
Ubs Group Ag

Financial Services
8
New
$30.28 - $35.78 $242 - $286
8 $0
LNT
Alliant Energy Corp

Utilities
15
New
$56.66 - $66.04 $850 - $991
15 $0
Veralto Corp
6
New
N/A
6 $0
VTR
Ventas, Inc.

Real Estate
6
New
$56.9 - $70.47 $341 - $423
6 $0
ALLY
Ally Financial Inc.

Financial Services
12
New
$32.99 - $40.09 $396 - $481
12 $0
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1
New
$233.07 - $290.7 $233 - $291
1 $0
ENFR
Alerian Energy Infrastructure

ETFs
0
New
$30.27 - $34.12 $0 - $0
0 $0
MO
Altria Group, Inc.

Consumer Defensive
9
New
$50.81 - $60.02 $457 - $540
9 $0
DOX
Amdocs LTD

Technology
6
New
$82.21 - $92.02 $493 - $552
6 $0
Amer Sports Inc
6
New
N/A
6 $0
AEE
Ameren Corp

Utilities
1
New
$86.87 - $103.67 $86.9 - $104
1 $0
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
49
New
$14.13 - $16.72 $692 - $819
49 $0
VTRS
Viatris Inc

Healthcare
4
New
$8.68 - $12.42 $34.7 - $49.7
4 $0
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
4
New
$16.25 - $41.86 $65 - $167
4 $0
AER
Aer Cap Holdings N.V.

Industrials
5
New
$94.11 - $105.78 $471 - $529
5 $0
WPP
Wpp PLC

Communication Services
2
New
$37.96 - $51.07 $75.9 - $102
2 $0
WPC
W. P. Carey Inc.

Real Estate
7
New
$53.5 - $65.05 $375 - $455
7 $0
WDAY
Workday, Inc.

Technology
2
New
$233.53 - $277.82 $467 - $556
2 $0
WTW
Willis Towers Watson PLC

Financial Services
1
New
$306.61 - $340.78 $307 - $341
1 $0
WHR
Whirlpool Corp

Consumer Cyclical
2
New
$88.58 - $133.14 $177 - $266
2 $0
WST
West Pharmaceutical Services Inc

Healthcare
1
New
$199.11 - $347.87 $199 - $348
1 $0
WELL
Welltower Inc.

Real Estate
3
New
$124.05 - $156.86 $372 - $471
3 $0
WSO
Watsco Inc

Industrials
1
New
$463.86 - $530.75 $464 - $531
1 $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
38
New
$9.47 - $11.46 $360 - $435
38 $0
VMC
Vulcan Materials CO

Basic Materials
1
New
$220.9 - $277.54 $221 - $278
1 $0
VST
Vistra Corp.

Utilities
3
New
$108.49 - $191.89 $325 - $576
3 $0
AMP
Ameriprise Financial Inc

Financial Services
1
New
$472.29 - $575.13 $472 - $575
1 $0
VUSB
Vanguard Bd Index Fds
397
New
N/A
397 $0
ANSS
Ansys Inc

Technology
3
New
$316.56 - $360.36 $950 - $1.08K
3 $0
ADSK
Autodesk, Inc.

Technology
1
New
N/A
1 $0
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
0
New
$314.47 - $431.35 $0 - $0
0 $0
SYF
Synchrony Financial

Financial Services
4
New
$51.9 - $70.63 $208 - $283
4 $0
Super Micro Computer Inc
7
New
N/A
7 $0
SSNC
Ss&C Technologies Holdings Inc

Technology
2
New
$74.75 - $89.13 $150 - $178
2 $0
SPOT
Spotify Technology S.A.

Communication Services
0
New
$457.79 - $648.32 $0 - $0
0 $0
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
4
New
$32.17 - $35.61 $129 - $142
4 $0
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
5
New
$69.67 - $86.15 $348 - $431
5 $0
AVB
Avalonbay Communities Inc

Real Estate
1
New
$207.86 - $228.08 $208 - $228
1 $0
EBND
Spdr Bloomberg Emerging Market

ETFs
25
New
$19.47 - $20.36 $487 - $509
25 $0
AVY
Avery Dennison Corp

Industrials
1
New
$174.58 - $195.91 $175 - $196
1 $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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