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
IX
Orix Corp

Financial Services
7
New
$20.44 - $107.42 $143 - $752
7 $0
CB
Chubb LTD

Financial Services
1
New
$257.71 - $301.99 $258 - $302
1 $0
G
Genpact LTD

Technology
5
New
$42.88 - $55.54 $214 - $278
5 $0
OMC
Omnicom Group Inc.

Communication Services
2
New
$79.43 - $88.34 $159 - $177
2 $0
ODFL
Old Dominion Freight Line, Inc.

Industrials
2
New
$161.13 - $209.29 $322 - $419
2 $0
OKTA
Okta, Inc.

Technology
3
New
$78.83 - $116.72 $236 - $350
3 $0
MNDY
Monday.Com Ltd.

Technology
1
New
$213.0 - $327.92 $213 - $328
1 $0
TAP
Molson Coors Beverage CO

Consumer Defensive
7
New
$52.44 - $62.91 $367 - $440
7 $0
MHK
Mohawk Industries Inc

Consumer Cyclical
1
New
$110.92 - $130.83 $111 - $131
1 $0
CPA
Copa Holdings, S.A.

Industrials
5
New
$85.71 - $98.05 $429 - $490
5 $0
PHG
Koninklijke Philips Nv

Healthcare
14
New
$24.92 - $28.61 $349 - $401
14 $0
KNX
Knight Swift Transportation Holdings Inc.

Industrials
6
New
$43.49 - $58.8 $261 - $353
6 $0
CRH.L
Crh PLC

Basic Materials
3
New
N/A
3 $0
KMI
Kinder Morgan, Inc.

Energy
20
New
$26.1 - $31.22 $522 - $624
20 $0
KMB
Kimberly Clark Corp

Consumer Defensive
2
New
$124.46 - $147.4 $249 - $295
2 $0
KEY
Keycorp

Financial Services
9
New
$15.15 - $18.3 $136 - $165
9 $0
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
25
New
$30.38 - $34.94 $760 - $874
25 $0
Kenvue Inc
204
New
N/A
204 $0
CROX
Crocs, Inc.

Consumer Cyclical
4
New
$88.83 - $112.59 $355 - $450
4 $0
CCK
Crown Holdings Inc

Consumer Cyclical
3
New
$78.77 - $91.74 $236 - $275
3 $0
Ishares Tr
60
New
N/A
60 $0
Liberty Media Corp Del
11
New
N/A
11 $0
Linde PLC
17
New
N/A
17 $0
MFG
Mizuho Financial Group Inc

Financial Services
118
New
$4.83 - $6.04 $570 - $713
118 $0
MAA
Mid America Apartment Communities Inc.

Real Estate
5
New
$146.9 - $170.92 $735 - $855
5 $0
MTG
Mgic Investment Corp

Financial Services
19
New
$22.56 - $25.71 $429 - $488
19 $0
MDT
Medtronic PLC

Healthcare
2
New
$79.84 - $94.5 $160 - $189
2 $0
MKC
Mccormick & CO Inc

Consumer Defensive
1
New
$71.24 - $84.73 $71.2 - $84.7
1 $0
MMS
Maximus, Inc.

Industrials
8
New
$64.34 - $79.68 $515 - $637
8 $0
CAG
Conagra Brands Inc.

Consumer Defensive
18
New
$23.9 - $27.67 $430 - $498
18 $0
MLM
Martin Marietta Materials Inc

Basic Materials
2
New
$460.39 - $552.64 $921 - $1.11K
2 $0
MAR
Marriott International Inc

Consumer Cyclical
1
New
$237.01 - $304.45 $237 - $304
1 $0
ED
Consolidated Edison Inc

Utilities
1
New
$88.0 - $110.59 $88 - $111
1 $0
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1
New
$283.06 - $421.16 $283 - $421
1 $0
LPLA
Lpl Financial Holdings Inc.

Financial Services
0
New
$308.87 - $383.33 $0 - $0
0 $0
LYG
Lloyds Banking Group PLC

Financial Services
91
New
$2.58 - $3.9 $235 - $355
91 $0
CMI
Cummins Inc

Industrials
1
New
$312.92 - $386.07 $313 - $386
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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