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
OC
Owens Corning

Industrials
11
New
$136.56 - $157.69 $1.5K - $1.73K
11 $1K
EXR
Extra Space Storage Inc.

Real Estate
14
New
$134.36 - $152.88 $1.88K - $2.14K
14 $1K
IRDM
Iridium Communications Inc.

Communication Services
31
New
$17.28 - $32.43 $536 - $1.01K
31 $0
LBRDA
Liberty Broadband Corp

Communication Services
1
New
$58.06 - $100.28 $58.1 - $100
1 $0
Solventum Corp
8
New
N/A
8 $0
Blackrock Inc
6
New
N/A
6 $0
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
58
New
$12.9 - $13.59 $748 - $788
58 $0
Two Hbrs Invt Corp
69
New
N/A
69 $0
Liberty Media Corp Del
1
New
N/A
1 $0
Liberty Media Corp Del
2
New
N/A
2 $0
IGF
Ishares Global Infrastructure

ETFs
14
New
$58.29 - $61.43 $816 - $860
14 $0
UGI
Ugi Corp

Utilities
14
New
$32.64 - $37.14 $457 - $520
14 $0
LNDC
Landec Corp \Ca\

Healthcare
230
New
N/A
230 $0
ZIMV
Zim Vie Inc.

Healthcare
2
New
$8.44 - $18.97 $16.9 - $37.9
2 $0
JBHT
Hunt J B Transport Services Inc

Industrials
5
New
$130.65 - $154.66 $653 - $773
5 $0
Linde PLC
12
New
N/A
12 $0
Barrick Mng Corp
590
New
N/A
590 $0
VUSB
Vanguard Bd Index Fds
1.61K
New
N/A
1.61K $0
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
16
New
$49.78 - $50.75 $796 - $812
16 $0
VTRS
Viatris Inc

Healthcare
43
New
$8.74 - $10.69 $376 - $460
43 $0
KHC
Kraft Heinz CO

Consumer Defensive
27
New
$25.63 - $28.94 $692 - $781
27 $0
K
Kellogg CO

Consumer Defensive
5
New
$76.96 - $82.02 $385 - $410
5 $0
Kenvue Inc
124
New
N/A
124 $0
VNT
Vontier Corp

Technology
2
New
$37.48 - $43.71 $75 - $87.4
2 $0
Angi Inc
4
New
N/A
4 $0
Annaly Capital Management In
40
New
N/A
40 $0
Aptiv PLC
160
New
N/A
160 $0
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
7
New
$105.93 - $131.8 $742 - $923
7 $0
IAC
Iac/Inter Active Corp

Communication Services
8
New
$34.01 - $41.67 $272 - $333
8 $0
Labcorp Holdings Inc
4
New
N/A
4 $0
J P Morgan Exchange Traded F
434
New
N/A
434 $0
JIG
J P Morgan Exchange Traded Fd

ETFs
2
New
$69.55 - $75.34 $139 - $151
2 $0
J P Morgan Exchange Traded F
2
New
N/A
2 $0
Atlassian Corporation
7
New
N/A
7 $0
VONV
Vanguard Russell 1000 Value Et

ETFs
6
New
$84.55 - $89.54 $507 - $537
6 $0
LBRDK
Liberty Broadband Corp

Communication Services
7
New
$58.3 - $100.8 $408 - $706
7 $0
Jacobs Solutions Inc
138
New
N/A
138 $0
Veralto Corp
4
New
N/A
4 $0
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
16
New
$48.5 - $50.19 $776 - $803
16 $0
BWA
Borgwarner Inc

Consumer Cyclical
20
New
$34.53 - $44.44 $691 - $889
20 $0
EMBC
Embecta Corp.

Healthcare
1
New
$9.58 - $15.31 $9.58 - $15.3
1 $0
OMC
Omnicom Group Inc.

Communication Services
8
New
$70.41 - $81.53 $563 - $652
8 $0
FMX
Mexican Economic Development Inc

Consumer Defensive
7
New
$83.67 - $106.19 $586 - $743
7 $0
FTV
Fortive Corp

Technology
9
New
$46.55 - $53.34 $419 - $480
9 $0
Gci Liberty Inc
1
New
N/A
1 $0
Defi Technologies Inc
3.8K
New
N/A
3.8K $0
Ge Healthcare Technologies I
7
New
N/A
7 $0
NLOK
Norton Life Lock Inc.

Technology
35
New
N/A
35 $0
MSM
Msc Industrial Direct CO Inc

Industrials
6
New
$84.9 - $92.9 $509 - $557
6 $0
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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