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
COP
Conocophillips

Energy
22
New
$95.12 - $114.72 $2.09K - $2.52K
22 $2K
KBH
Kb Home

Consumer Cyclical
25
New
$65.58 - $85.3 $1.64K - $2.13K
25 $1K
WEC
Wec Energy Group, Inc.

Utilities
16
New
$92.94 - $101.82 $1.49K - $1.63K
16 $1K
JPIE
J P Morgan Exchange Traded Fd
25
New
$45.59 - $46.25 $1.14K - $1.16K
25 $1K
EW
Edwards Lifesciences Corp

Healthcare
21
New
$64.54 - $75.92 $1.36K - $1.59K
21 $1K
BNDX
Vanguard Total International B

ETFs
9
New
$48.91 - $50.61 $440 - $455
9 $0
FDRR
Fidelity Covington Tr Divid Et

ETFs
0
New
$50.93 - $53.77 $0 - $0
0 $0
Fidelity Covington Trust
253
New
N/A
253 $0
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
0
New
$11.14 - $20.2 $0 - $0
0 $0
Wk Kellogg CO
1.38K
New
N/A
1.38K $0
FDRV
Fidelity Covington Tr Elec Veh
0
New
$13.19 - $14.27 $0 - $0
0 $0
FDIG
Fidelity Covington Tr Crypto I

ETFs
1
New
$25.8 - $42.94 $25.8 - $42.9
1 $0
ENFR
Alerian Energy Infrastructure

ETFs
0
New
$28.52 - $33.11 $0 - $0
0 $0
Arm Holdings PLC
1
New
N/A
1 $0
VGSH
Vanguard

ETFs
1
New
$58.02 - $58.88 $58 - $58.9
1 $0
DFAI
Dimensional ETF Tr

ETFs
0
New
$29.0 - $31.6 $0 - $0
0 $0
Cara Therapeutics Inc
0
New
N/A
0 $0
Fidelity Wise Origin Bitcoin
282
New
N/A
282 $0
Medalist Diversified Reit In
5K
New
N/A
5K $0
JNJ
Johnson & Johnson

Healthcare
0
New
$143.34 - $165.86 $0 - $0
0 $0
RH
Rh

Consumer Cyclical
0
New
$311.9 - $446.04 $0 - $0
0 $0
IYM
Ishares Tr

ETFs
1
New
$129.15 - $153.25 $129 - $153
1 $0
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2
New
$99.04 - $109.59 $198 - $219
2 $0
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
6
New
$57.07 - $62.58 $342 - $375
6 $0
Pimco ETF Tr
7.94K
+ 2.82%
N/A
289K $0
BBUS
J P Morgan Exchg Traded Fd

ETFs
8
New
$102.46 - $110.17 $820 - $881
8 $0
OKE
Oneok Inc

Energy
0
New
$92.28 - $117.05 $0 - $0
0 $0
Lam Research Corp
241
New
N/A
241 $0
IUSB
Ishares Core Total Usd Bond Ma

ETFs
0
New
$45.07 - $47.1 $0 - $0
0 $0
BBMC
Jp Morgan Exc Trd Fd Tr Betabu

ETFs
2
New
$93.27 - $105.01 $187 - $210
2 $0
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
2
New
$54.29 - $59.49 $109 - $119
2 $0
KMI
Kinder Morgan, Inc.

Energy
0
New
$22.59 - $28.54 $0 - $0
0 $0
ILCG
Ishares Morningstar Growth ETF
440
New
N/A
440 $0
J P Morgan Exchange Traded F
14
New
N/A
14 $0
EWC
Ishares Msci Canada ETF

ETFs
3
New
$39.64 - $43.28 $119 - $130
3 $0
Ge Vernova Inc
4
New
N/A
4 $0
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
4
New
$27.8 - $29.05 $111 - $116
4 $0
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
5
New
$21.43 - $22.55 $107 - $113
5 $0
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
3
New
$28.56 - $30.02 $85.7 - $90.1
3 $0
PLUG
Plug Power Inc

Industrials
254
New
$1.87 - $2.67 $475 - $678
254 $0
SOUN
Soundhound Ai, Inc.

Technology
4
New
$4.51 - $24.23 $18 - $96.9
4 $0
IBM
International Business Machines Corp

Technology
1
New
$204.9 - $238.04 $205 - $238
1 $0
XLU
Utilities Sector Spdr

ETFs
0
New
$74.89 - $82.93 $0 - $0
0 $0
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
1
New
$54.2 - $60.92 $54.2 - $60.9
1 $0
JPHY
Jp Morgan High Yield Research

ETFs
4
New
N/A
4 $0
XLE
Energy Sector Spdr

ETFs
0
New
$83.32 - $97.27 $0 - $0
0 $0
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2
New
$198.04 - $221.51 $396 - $443
2 $0
XLP
Consumer Staples Sector Spdr

ETFs
1
New
N/A
1 $0
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
1
New
$47.66 - $51.97 $47.7 - $52
1 $0
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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