Halbert Hargrove Global Advisors, LLC Purchases in Q4 2024

Halbert Hargrove Global Advisors, LLC

  • $1.79 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RDVY
First Trust Rising Dividend Ac

ETFs
1.26K
New
$58.65 - $64.37 $73.8K - $81K
1.26K $74K
ILCV
Ishares Morningstar Value ETF

ETFs
880
New
$80.23 - $85.43 $70.6K - $75.2K
880 $71K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.76K
New
$40.41 - $45.12 $71.1K - $79.4K
1.76K $71K
AVGO
Broadcom Inc.

Technology
308
New
$159.67 - $250.0 $49.2K - $77K
308 $71K
VBK
Vanguard Small Cap Growth ETF

ETFs
251
New
$264.18 - $304.19 $66.3K - $76.4K
251 $70K
XLK
Technology Sector Spdr

ETFs
293
New
$220.26 - $241.44 $64.5K - $70.7K
293 $68K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
345
New
$172.07 - $207.36 $59.4K - $71.5K
345 $68K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.17K
New
$56.06 - $61.35 $65.3K - $71.5K
1.17K $65K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.26K
New
$50.37 - $50.6 $63.7K - $64K
1.26K $63K
HD
Home Depot, Inc.

Consumer Cyclical
161
New
$385.02 - $431.37 $62K - $69.5K
161 $62K
IHDG
Wisdomtree Tr

ETFs
1.39K
New
$43.38 - $46.0 $60.5K - $64.1K
1.39K $60K
JPM
Jpmorgan Chase & CO

Financial Services
247
New
$205.18 - $250.29 $50.7K - $61.8K
247 $59K
GLD
Spdr Gold Trust

ETFs
242
New
$236.59 - $257.5 $57.3K - $62.3K
242 $58K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
769
New
$74.69 - $79.24 $57.4K - $60.9K
769 $58K
HIG
Hartford Financial Services Group, Inc.

Financial Services
533
New
$107.06 - $123.74 $57.1K - $66K
533 $58K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
138
New
$417.69 - $450.94 $57.6K - $62.2K
138 $58K
HELX
Franklin Templeton ETF Tr Geno

ETFs
1.8K
New
N/A
1.8K $56K
IDEV
Ishares Core Msci Intl Develop

ETFs
852
New
$64.18 - $70.42 $54.7K - $60K
852 $54K
VCR
Vanguard Consumer Discretionar

ETFs
146
New
$328.51 - $401.37 $48K - $58.6K
146 $54K
MGK
Vanguard Mega Cap Growth ETF

ETFs
160
New
$316.94 - $357.88 $50.7K - $57.3K
160 $54K
AMZN
Amazon Com Inc

Consumer Cyclical
245
New
$180.88 - $232.93 $44.3K - $57.1K
245 $53K
ACN
Accenture PLC

Technology
144
New
$343.9 - $376.86 $49.5K - $54.3K
144 $50K
LVS
Las Vegas Sands Corp

Consumer Cyclical
964
New
$47.96 - $55.17 $46.2K - $53.2K
964 $49K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
911
New
$53.86 - $60.27 $49.1K - $54.9K
911 $49K
DE
Deere & CO

Industrials
114
New
$389.45 - $466.0 $44.4K - $53.1K
114 $48K
NVO
Novo Nordisk A S

Healthcare
549
New
$85.0 - $120.04 $46.7K - $65.9K
549 $47K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
816
New
$58.46 - $65.6 $47.7K - $53.5K
816 $47K
ORCL
Oracle Corp

Technology
285
New
$165.41 - $192.43 $47.1K - $54.8K
285 $47K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
210
New
$209.89 - $233.24 $44.1K - $49K
210 $44K
IXN
Ishares Global Information Tec

ETFs
514
New
$80.67 - $87.84 $41.5K - $45.1K
514 $43K
CRWD
Crowd Strike Holdings, Inc.

Technology
122
New
$275.15 - $388.2 $33.6K - $47.4K
122 $41K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.27K
New
$18.41 - $40.87 $41.8K - $92.7K
2.27K $41K
NJR
New Jersey Resources Corp

Utilities
900
New
$45.17 - $51.61 $40.7K - $46.4K
900 $41K
XPO
Xpo Logistics, Inc.

Industrials
317
New
$105.35 - $158.2 $33.4K - $50.1K
317 $41K
XLY
Select Sector Spdr Consumer Di

ETFs
3
+ 0.19%
$194.8 - $239.43 $584 - $718
1.62K $363K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
157
New
$238.25 - $261.28 $37.4K - $41K
157 $38K
ABBV
Abb Vie Inc.

Healthcare
217
New
$164.99 - $203.87 $35.8K - $44.2K
217 $38K
MUB
Ishares National Muni Bond ETF

ETFs
361
New
$105.78 - $108.7 $38.2K - $39.2K
361 $38K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
497
New
$72.18 - $81.41 $35.9K - $40.5K
497 $37K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
532
New
$66.77 - $71.52 $35.5K - $38K
532 $36K
CRM
Salesforce, Inc.

Technology
105
New
$270.87 - $367.87 $28.4K - $38.6K
105 $35K
CLX
Clorox CO

Consumer Defensive
220
New
$156.51 - $169.74 $34.4K - $37.3K
220 $35K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
473
New
N/A
473 $35K
YUM
Yum Brands Inc

Consumer Cyclical
246
New
$130.36 - $139.54 $32.1K - $34.3K
246 $33K
WM
Waste Management Inc

Industrials
166
New
$201.79 - $228.46 $33.5K - $37.9K
166 $33K
IWD
Ishares Russell 1000 Val ETF

ETFs
174
New
$183.23 - $199.79 $31.9K - $34.8K
174 $32K
MA
Mastercard Inc

Financial Services
60
New
$491.3 - $536.15 $29.5K - $32.2K
60 $31K
IGV
Ishares Expanded Tech Software

ETFs
315
New
$87.5 - $110.17 $27.6K - $34.7K
315 $31K
ASML
Asml Holding Nv

Technology
45
New
$658.43 - $872.27 $29.6K - $39.3K
45 $31K
Activity Summary
Buys All Purchases 262 New Holdings 233 Increased Positions 29 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 3
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