Halbert Hargrove Global Advisors, LLC Options Holdings

Halbert Hargrove Global Advisors, LLC

  • $1.76 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
ABNB
Airbnb, Inc.

Consumer Cyclical
PUT
$3.17 Million
26.5K
Q4 2024
Reduced 15.87%
AAPL
Apple Inc.

Technology
PUT
$2.38 Million
10.7K
Q3 2024
Reduced 4.46%
TT
Trane Technologies PLC

Industrials
PUT
$2.36 Million
7K
Q1 2024
New holding
ISRG
Intuitive Surgical Inc

Healthcare
PUT
$1.63 Million
3.3K
Q3 2024
Reduced 5.71%
LLY
Eli Lilly & CO

Healthcare
PUT
$1.4 Million
1.7K
Q4 2024
New holding
GOOGL
Alphabet Inc.

Communication Services
PUT
$1.1 Million
7.1K
Q1 2024
New holding
GOOG
Alphabet Inc.

Communication Services
PUT
$624,000
4K
Q1 2024
New holding
SNOW
Snowflake Inc.

Technology
PUT
$292,000
2K
Q1 2024
New holding
IR
Ingersoll Rand Inc.

Industrials
PUT
$320,000
4K
Q4 2020
New holding
U
Unity Software Inc.

Technology
PUT
$366,000
18.7K
Q3 2024
Reduced 17.62%
CTSH
Cognizant Technology Solutions Corp

Technology
PUT
$260,000
3.4K
Q1 2025
Reduced 15.0%

Summary

  • Portfolio
  • No. of Stocks 682
  • Current Value $1.76 Billion
  • Prior Value $1.79 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 388 stocks
  • Additional Purchases 120 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 62 stocks
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