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
FITB
Fifth Third Bancorp

Financial Services
7
New
$37.48 - $44.96 $262 - $315
7 $0
FDRV
Fidelity Covington Tr Elec Veh
0
New
$13.04 - $14.66 $0 - $0
0 $0
FDRR
Fidelity Covington Tr Divid Et

ETFs
0
New
$49.65 - $53.98 $0 - $0
0 $0
RACE
Ferrari N.V.

Consumer Cyclical
1
New
$413.73 - $508.15 $414 - $508
1 $0
Ferguson Enterprises Inc
1
New
N/A
1 $0
FDX
Fedex Corp

Industrials
1
New
$230.33 - $281.53 $230 - $282
1 $0
ESTC
Elastic N.V.

Technology
2
New
$89.1 - $117.76 $178 - $236
2 $0
EXC
Exelon Corp

Utilities
10
New
$37.3 - $46.08 $373 - $461
10 $0
ES
Eversource Energy

Utilities
13
New
$55.63 - $63.8 $723 - $829
13 $0
EQR
Equity Residential

Real Estate
7
New
$66.98 - $75.02 $469 - $525
7 $0
FIVE
Five Below, Inc

Consumer Cyclical
1
New
$72.25 - $103.2 $72.3 - $103
1 $0
FLEX
Flex Ltd.

Technology
15
New
$32.92 - $44.46 $494 - $667
15 $0
GPN
Global Payments Inc

Industrials
0
New
$92.18 - $113.03 $0 - $0
0 $0
GM
General Motors CO

Consumer Cyclical
9
New
$45.22 - $54.92 $407 - $494
9 $0
GIS
General Mills Inc

Consumer Defensive
12
New
$57.56 - $65.3 $691 - $784
12 $0
NLOK
Norton Life Lock Inc.

Technology
11
New
N/A
11 $0
Ge Healthcare Technologies I
6
New
N/A
6 $0
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
2
New
$45.62 - $51.12 $91.2 - $102
2 $0
Ftai Aviation LTD
0
New
N/A
0 $0
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
1
New
$22.15 - $24.94 $22.2 - $24.9
1 $0
FNV
Franco Nevada Corp

Basic Materials
1
New
$120.72 - $157.56 $121 - $158
1 $0
FTV
Fortive Corp

Technology
4
New
$71.82 - $82.98 $287 - $332
4 $0
EBAY
Ebay Inc

Consumer Cyclical
5
New
$61.61 - $70.93 $308 - $355
5 $0
Flutter Entmt PLC
0
New
N/A
0 $0
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
1
New
$80.4 - $106.5 $80.4 - $107
1 $0
EQNR
Equinor Asa

Energy
5
New
$22.37 - $26.45 $112 - $132
5 $0
PFGC
Performance Food Group CO

Consumer Defensive
4
New
$74.86 - $90.93 $299 - $364
4 $0
Nuveen Cr Strategies Income
3K
New
N/A
3K $0
NTR
Nutrien Ltd.

Basic Materials
7
New
$45.28 - $53.84 $317 - $377
7 $0
CHD
Church & Dwight CO Inc

Consumer Defensive
1
New
$101.42 - $113.2 $101 - $113
1 $0
NVS
Novartis Ag

Healthcare
3
New
$97.14 - $115.57 $291 - $347
3 $0
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
20
New
$18.53 - $29.07 $371 - $581
20 $0
GRMN
Garmin LTD

Technology
1
New
$204.55 - $241.93 $205 - $242
1 $0
NTRS
Northern Trust Corp

Financial Services
6
New
$96.09 - $113.81 $577 - $683
6 $0
CINF
Cincinnati Financial Corp

Financial Services
3
New
$133.67 - $147.81 $401 - $443
3 $0
Nextracker Inc
2
New
N/A
2 $0
NET
Cloudflare, Inc.

Technology
5
New
$110.71 - $176.5 $554 - $883
5 $0
MSI
Motorola Solutions, Inc.

Technology
2
New
$411.73 - $482.1 $823 - $964
2 $0
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
6
New
$73.71 - $87.55 $442 - $525
6 $0
MDB
Mongo Db, Inc.

Technology
2
New
$175.4 - $298.52 $351 - $597
2 $0
NXPI
Nxp Semiconductors N.V.

Technology
3
New
$189.99 - $245.86 $570 - $738
3 $0
OXY
Occidental Petroleum Corp

Energy
1
New
$45.45 - $52.7 $45.5 - $52.7
1 $0
PNR
Pentair PLC

Industrials
4
New
$84.0 - $105.35 $336 - $421
4 $0
PENN
Penn National Gaming Inc

Consumer Cyclical
2
New
$16.23 - $22.73 $32.5 - $45.5
2 $0
CNC
Centene Corp

Healthcare
10
New
$55.93 - $65.89 $559 - $659
10 $0
CNP
Centerpoint Energy Inc

Utilities
8
New
$30.87 - $36.25 $247 - $290
8 $0
VIACA
Paramount Global

Communication Services
7
New
N/A
7 $0
CF
Cf Industries Holdings, Inc.

Basic Materials
2
New
$75.03 - $97.25 $150 - $195
2 $0
OVV
Ovintiv Inc.

Energy
1
New
$37.84 - $45.91 $37.8 - $45.9
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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