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
Crane Company
14
New
N/A
14 $0
OGS
One Gas, Inc.

Utilities
4
New
$72.16 - $80.94 $289 - $324
4 $0
FLO
Flowers Foods Inc

Consumer Defensive
37
New
$12.68 - $16.76 $469 - $620
37 $0
Direxion Shs ETF Tr
618
New
N/A
618 $0
Phinia Inc
4
New
N/A
4 $0
POWI
Power Integrations Inc

Technology
18
New
$39.37 - $59.54 $709 - $1.07K
18 $0
TROW
Price T Rowe Group Inc

Financial Services
7
New
$98.67 - $111.52 $691 - $781
7 $0
Primo Brands Corporation
89
New
N/A
89 $0
DXC
Dxc Technology CO

Technology
26
New
$12.85 - $16.24 $334 - $422
26 $0
EXPD
Expeditors International Of Washington Inc

Industrials
7
New
$111.37 - $124.95 $780 - $875
7 $0
Ralliant Corp
3
New
N/A
3 $0
Direxion Shs ETF Tr
319
New
N/A
319 $0
ED
Consolidated Edison Inc

Utilities
6
New
$95.57 - $105.36 $573 - $632
6 $0
Msc Income Fund Inc
358
New
N/A
358 $0
GIS
General Mills Inc

Consumer Defensive
9
New
$48.44 - $53.83 $436 - $484
9 $0
CRI
Carters Inc

Consumer Cyclical
6
New
$23.65 - $33.93 $142 - $204
6 $0
Super Micro Computer Inc
41
New
N/A
41 $0
Capital Grp Fixed Incm ETF T
421
New
N/A
421 $0
Capital Group Dividend Growe
257
New
N/A
257 $0
Canadian Pacific Kansas City
27
New
N/A
27 $0
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
7
New
$96.73 - $137.09 $677 - $960
7 $0
Te Connectivity PLC
27
New
N/A
27 $0
Themes ETF Tr
567
New
N/A
567 $0
Thomson Reuters Corp
13
New
N/A
13 $0
HRI
Herc Holdings Inc

Industrials
4
New
$110.5 - $149.88 $442 - $600
4 $0
Gsk PLC
720
New
N/A
720 $0
MTCH
Match Group, Inc.

Communication Services
17
New
$31.83 - $38.77 $541 - $659
17 $0
Global Med Reit Inc
23
New
N/A
23 $0
GNL
Global Net Lease, Inc.

Real Estate
48
New
$6.85 - $8.33 $329 - $400
48 $0
CBSH
Commerce Bancshares Inc

Financial Services
16
New
$58.61 - $66.11 $938 - $1.06K
16 $0
Coherent Corp
26
New
N/A
26 $0
Smurfit Westrock PLC
65
New
N/A
65 $0
Global X Fds
3.42K
New
N/A
3.42K $0
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
7
New
$79.39 - $90.39 $556 - $633
7 $0
Grail Inc
1
New
N/A
1 $0
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
3
New
$36.33 - $46.04 $109 - $138
3 $0
TR
Tootsie Roll Industries Inc

Consumer Defensive
22
New
$34.05 - $41.92 $749 - $922
22 $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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