Halbert Hargrove Global Advisors, LLC New Holdings in Q1 2025

Halbert Hargrove Global Advisors, LLC

  • $1.76 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.63M
New
$91.45 - $91.75 $149M - $149M
1.63M $149M
PH
Parker Hannifin Corp

Industrials
4.2K
New
$591.65 - $707.05 $2.49M - $2.97M
4.2K $2.55M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
17.5K
New
$63.91 - $70.19 $1.12M - $1.23M
17.5K $1.18M
LI
Li Auto Inc.

Consumer Cyclical
5K
New
$21.72 - $32.92 $109K - $165K
5K $126K
BLOK
Amplify ETF Tr Trnsformational

ETFs
2.79K
New
$36.88 - $49.3 $103K - $137K
2.79K $104K
FINX
Global X Fds Fintech ETF (De)

ETFs
1.87K
New
$27.43 - $33.5 $51.3K - $62.7K
1.87K $51K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
161
New
$196.12 - $229.48 $31.6K - $36.9K
161 $32K
CMF
Ishares California Muni Bond E

ETFs
551
New
$55.93 - $57.47 $30.8K - $31.7K
551 $31K
FTC
First Tr Lge Cap Growth

ETFs
174
New
$127.87 - $148.89 $22.2K - $25.9K
174 $22K
NIO
Nio Inc.

Consumer Cyclical
5.93K
New
$3.75 - $5.22 $22.3K - $31K
5.93K $22K
SCHA
Schwab Strategic Tr Us Small C

ETFs
918
New
$23.16 - $27.04 $21.3K - $24.8K
918 $21K
VT
Vanguard Total World Stk Index

ETFs
189
New
$115.08 - $123.97 $21.8K - $23.4K
189 $21K
ACMR
Acm Research, Inc.

Technology
900
New
$15.41 - $29.98 $13.9K - $27K
900 $21K
VGIT
Vanguard Intermediate Term Tre

ETFs
343
New
$57.44 - $59.4 $19.7K - $20.4K
343 $20K
RSP
Invesco S&P 500 Equal Weight E

ETFs
87
New
$169.43 - $182.84 $14.7K - $15.9K
87 $15K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
185
New
$76.94 - $78.28 $14.2K - $14.5K
185 $14K
JNJ
Johnson & Johnson

Healthcare
81
New
$142.06 - $167.7 $11.5K - $13.6K
81 $13K
VGLT
Vanguard Long Term Treasury Et

ETFs
219
New
$53.99 - $58.43 $11.8K - $12.8K
219 $12K
PG
Procter & Gamble CO

Consumer Defensive
70
New
$158.56 - $176.26 $11.1K - $12.3K
70 $11K
WMB
Williams Companies, Inc.

Energy
171
New
$54.02 - $61.09 $9.24K - $10.4K
171 $10K
VFH
Vanguard Financial ETF

ETFs
89
New
$114.07 - $127.34 $10.2K - $11.3K
89 $10K
VPU
Vanguard Utilities ETF

ETFs
64
New
$161.24 - $173.33 $10.3K - $11.1K
64 $10K
AMGN
Amgen Inc

Healthcare
33
New
$258.59 - $327.36 $8.53K - $10.8K
33 $10K
VOX
Vanguard Communication Service

ETFs
69
New
$147.73 - $169.24 $10.2K - $11.7K
69 $10K
NEE
Nextera Energy Inc

Utilities
129
New
$66.96 - $76.16 $8.64K - $9.82K
129 $9K
VDE
Vanguard Energy ETF

ETFs
72
New
$119.14 - $132.76 $8.58K - $9.56K
72 $9K
VDC
Vanguard Consumer Staples ETF

ETFs
44
New
$206.54 - $226.16 $9.09K - $9.95K
44 $9K
PGR
Progressive Corp

Financial Services
32
New
$235.61 - $291.22 $7.54K - $9.32K
32 $9K
VZ
Verizon Communications Inc

Communication Services
206
New
$37.81 - $46.49 $7.79K - $9.58K
206 $9K
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
178
New
$55.29 - $61.72 $9.84K - $11K
178 $9K
VIS
Vanguard Industrial ETF

ETFs
38
New
$243.63 - $273.99 $9.26K - $10.4K
38 $9K
HYD
Vaneck High Yield Muni ETF

ETFs
184
New
$50.79 - $52.53 $9.35K - $9.67K
184 $9K
VHT
Vanguard Health Care ETF

ETFs
33
New
$254.06 - $273.83 $8.38K - $9.04K
33 $8K
VAW
Vanguard Materials ETF

ETFs
46
New
$185.71 - $202.46 $8.54K - $9.31K
46 $8K
SNY
Sanofi

Healthcare
152
New
$48.15 - $59.42 $7.32K - $9.03K
152 $8K
PM
Philip Morris International Inc.

Consumer Defensive
56
New
$117.15 - $158.79 $6.56K - $8.89K
56 $8K
DUK
Duke Energy Corp

Utilities
67
New
$105.87 - $121.97 $7.09K - $8.17K
67 $8K
BMY
Bristol Myers Squibb CO

Healthcare
128
New
$53.9 - $63.11 $6.9K - $8.08K
128 $7K
SO
Southern CO

Utilities
77
New
$80.96 - $92.96 $6.23K - $7.16K
77 $7K
WFC
Wells Fargo & Company

Financial Services
111
New
$66.78 - $81.42 $7.41K - $9.04K
111 $7K
DIS
Walt Disney CO

Communication Services
76
New
$96.87 - $114.0 $7.36K - $8.66K
76 $7K
NGG
National Grid PLC

Utilities
95
New
$56.13 - $65.61 $5.33K - $6.23K
95 $6K
ENB
Enbridge Inc

Energy
141
New
$41.54 - $45.45 $5.86K - $6.41K
141 $6K
GS
Goldman Sachs Group Inc

Financial Services
11
New
$524.81 - $672.19 $5.77K - $7.39K
11 $6K
PNC
Pnc Financial Services Group, Inc.

Financial Services
35
New
$168.84 - $202.89 $5.91K - $7.1K
35 $6K
SPGI
S&P Global Inc.

Financial Services
12
New
$478.26 - $543.77 $5.74K - $6.53K
12 $6K
ECL
Ecolab Inc.

Basic Materials
24
New
$229.72 - $269.82 $5.51K - $6.48K
24 $6K
SHW
Sherwin Williams CO

Basic Materials
15
New
$330.16 - $365.55 $4.95K - $5.48K
15 $5K
DD
Du Pont De Nemours, Inc.

Basic Materials
71
New
$72.7 - $84.32 $5.16K - $5.99K
71 $5K
Activity Summary
Buys All Purchases 508 New Holdings 388 Increased Positions 120 Sells All Sells 63 Reductions 62 Sold out 1 Options Calls 0 Puts 2
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