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
APO
Apollo Global Management, Inc.

Financial Services
20
New
$131.55 - $156.05 $2.63K - $3.12K
20 $2K
EXC
Exelon Corp

Utilities
47
New
$42.73 - $45.54 $2.01K - $2.14K
47 $2K
ARRY
Array Technologies, Inc.

Technology
290
New
$5.48 - $9.56 $1.59K - $2.77K
290 $2K
INCY
Incyte Corp

Healthcare
26
New
$67.27 - $86.96 $1.75K - $2.26K
26 $2K
IMVT
Immunovant, Inc.

Healthcare
83
New
N/A
83 $2K
AFRM
Affirm Holdings, Inc.

Technology
31
New
$64.05 - $92.18 $1.99K - $2.86K
31 $2K
CFLT
Confluent, Inc.

Technology
60
New
$15.91 - $27.35 $955 - $1.64K
60 $1K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
116
New
$11.64 - $15.79 $1.35K - $1.83K
116 $1K
DELL
Dell Technologies Inc.

Technology
13
New
$120.96 - $141.77 $1.57K - $1.84K
13 $1K
DDOG
Datadog, Inc.

Technology
14
New
$124.52 - $155.15 $1.74K - $2.17K
14 $1K
DVA
Davita Inc.

Healthcare
9
New
$127.69 - $151.32 $1.15K - $1.36K
9 $1K
CVS
Cvs Health Corp

Healthcare
19
New
$58.75 - $76.5 $1.12K - $1.45K
19 $1K
SAM
Boston Beer CO Inc

Consumer Defensive
6
New
$191.38 - $226.97 $1.15K - $1.36K
6 $1K
ROKU
Roku, Inc

Communication Services
17
New
$79.98 - $101.78 $1.36K - $1.73K
17 $1K
ESTC
Elastic N.V.

Technology
17
New
$72.54 - $92.3 $1.23K - $1.57K
17 $1K
DTM
Dt Midstream, Inc.

Energy
14
New
$99.17 - $113.27 $1.39K - $1.59K
14 $1K
PRK
Park National Corp

Financial Services
8
New
$158.56 - $177.92 $1.27K - $1.42K
8 $1K
DT
Dynatrace, Inc.

Technology
30
New
$46.04 - $56.64 $1.38K - $1.7K
30 $1K
DLTR
Dollar Tree, Inc.

Consumer Defensive
19
New
$94.03 - $117.16 $1.79K - $2.23K
19 $1K
EIX
Edison International

Utilities
33
New
$50.42 - $56.35 $1.66K - $1.86K
33 $1K
DNLI
Denali Therapeutics Inc.

Healthcare
104
New
$12.75 - $15.65 $1.33K - $1.63K
104 $1K
RGA
Reinsurance Group Of America Inc

Financial Services
8
New
$177.1 - $199.23 $1.42K - $1.59K
8 $1K
RVMD
Revolution Medicines, Inc.

Healthcare
40
New
$34.7 - $46.7 $1.39K - $1.87K
40 $1K
EPC
Edgewell Personal Care CO

Consumer Defensive
80
New
$19.42 - $27.1 $1.55K - $2.17K
80 $1K
PSMT
Pricesmart Inc

Consumer Defensive
10
New
$102.01 - $122.66 $1.02K - $1.23K
10 $1K
NRZ
New Residential Investment Corp.

Real Estate
224
New
N/A
224 $1K
PRO
Pros Holdings, Inc.

Technology
59
New
$14.1 - $23.02 $832 - $1.36K
59 $1K
CNXC
Concentrix Corp

Technology
28
New
$45.94 - $62.0 $1.29K - $1.74K
28 $1K
UVV
Universal Corp

Consumer Defensive
23
New
$51.66 - $58.83 $1.19K - $1.35K
23 $1K
USNA
Usana Health Sciences Inc

Consumer Defensive
52
New
$27.55 - $35.43 $1.43K - $1.84K
52 $1K
ADSK
Autodesk, Inc.

Technology
7
New
N/A
7 $1K
ATO
Atmos Energy Corp

Utilities
8
New
$151.51 - $170.75 $1.21K - $1.37K
8 $1K
AROW
Arrow Financial Corp

Financial Services
40
New
$26.16 - $29.8 $1.05K - $1.19K
40 $1K
ARW
Arrow Electronics Inc

Technology
10
New
$114.66 - $133.24 $1.15K - $1.33K
10 $1K
VRT
Vertiv Holdings CO

Industrials
13
New
N/A
13 $1K
VICR
Vicor Corp

Technology
39
New
$43.84 - $54.72 $1.71K - $2.13K
39 $1K
VST
Vistra Corp.

Utilities
8
New
$182.0 - $217.92 $1.46K - $1.74K
8 $1K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
184
New
$9.62 - $11.02 $1.77K - $2.03K
184 $1K
AWR
American States Water CO

Utilities
25
New
$71.48 - $77.99 $1.79K - $1.95K
25 $1K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
21
New
$71.86 - $87.45 $1.51K - $1.84K
21 $1K
AA
Alcoa Corp

Basic Materials
44
New
$28.4 - $33.85 $1.25K - $1.49K
44 $1K
WETF
Wisdom Tree Investments, Inc.

Financial Services
251
New
N/A
251 $1K
ALB
Albemarle Corp

Basic Materials
21
New
$62.9 - $88.1 $1.32K - $1.85K
21 $1K
AKAM
Akamai Technologies Inc

Technology
20
New
N/A
20 $1K
BCPC
Balchem Corp

Basic Materials
12
New
$148.82 - $165.12 $1.79K - $1.98K
12 $1K
BAND
Bandwidth Inc.

Technology
84
New
$13.1 - $18.29 $1.1K - $1.54K
84 $1K
BDX
Becton Dickinson & CO

Healthcare
10
New
$172.41 - $199.66 $1.72K - $2K
10 $1K
S
Sentinel One, Inc.

Technology
68
New
$15.81 - $19.78 $1.08K - $1.35K
68 $1K
SCI
Service Corp International

Consumer Cyclical
19
New
$75.63 - $83.25 $1.44K - $1.58K
19 $1K
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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