Hall Private Wealth Advisors

Latest statistics and disclosures from Hall Private Wealth Advisors's latest quarterly 13F-HR filing:

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Positions held by Hall Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Hall Private Wealth Advisors

Hall Private Wealth Advisors holds 48 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 10.0 $18M -15% 273k 64.34
Iron Mountain (IRM) 7.0 $12M 248k 49.85
Gilead Sciences (GILD) 6.3 $11M -14% 128k 85.85
Ishares Tr U.s. Med Dvc Etf (IHI) 6.2 $11M -3% 208k 52.57
Apple (AAPL) 6.1 $11M 83k 129.93
Abbvie (ABBV) 5.8 $10M -5% 63k 161.61
Activision Blizzard (ATVI) 5.6 $9.8M +4% 128k 76.55
Nextera Energy Partners Com Unit Part In (NEP) 5.3 $9.2M -6% 132k 70.09
Triton Intl Cl A (TRTN) 3.9 $6.9M 100k 68.78
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 3.8 $6.8M -11% 113k 60.04
Digital Realty Trust (DLR) 3.7 $6.6M +22% 65k 100.27
Amazon (AMZN) 3.4 $5.9M -5% 71k 84.00
Vanguard World Fds Inf Tech Etf (VGT) 3.3 $5.9M +24% 18k 319.41
Verizon Communications (VZ) 3.0 $5.4M -34% 136k 39.40

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Vanguard Index Fds Value Etf (VTV) 2.6 $4.6M NEW 33k 140.37
Medtronic SHS (MDT) 2.4 $4.1M -36% 53k 77.72
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.9 $3.3M +21% 43k 77.51
Enviva (EVA) 1.8 $3.1M +2% 59k 52.97
Intel Corporation (INTC) 1.6 $2.8M -42% 107k 26.43
Dominion Resources (D) 1.6 $2.8M NEW 45k 61.32
Corning Incorporated (GLW) 1.5 $2.7M -37% 85k 31.94
Global Ship Lease Com Cl A (GSL) 1.5 $2.7M -6% 160k 16.65
Ford Motor Company (F) 1.5 $2.6M +7% 228k 11.63
Nokia Corp Sponsored Adr (NOK) 1.4 $2.4M 526k 4.64
Nuveen CA Dividend Advantage Muni. Fund (NAC) 1.0 $1.7M -36% 157k 11.07
Qualcomm (QCOM) 1.0 $1.7M +3% 16k 109.94
Tilray Brands Com Cl 2 (TLRY) 0.8 $1.4M 502k 2.69
NVIDIA Corporation (NVDA) 0.7 $1.3M -21% 8.9k 146.14
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.6 $1.1M NEW 15k 69.63
Ishares Tr Conv Bd Etf (ICVT) 0.6 $975k NEW 14k 69.47
Microsoft Corporation (MSFT) 0.5 $962k +78% 4.0k 239.82
Zimmer Holdings (ZBH) 0.4 $743k -29% 5.8k 127.50
Equinix (EQIX) 0.4 $740k NEW 1.1k 655.03
Regeneron Pharmaceuticals (REGN) 0.4 $654k -88% 907.00 721.49
Walt Disney Company (DIS) 0.4 $624k -3% 7.2k 86.88
Asml Holding N V N Y Registry Shs (ASML) 0.3 $546k +97% 999.00 546.40
BlackRock (BLK) 0.3 $461k NEW 651.00 708.63
Ishares Tr Calif Mun Bd Etf (CMF) 0.2 $380k 6.8k 56.11
Xylem (XYL) 0.2 $366k 3.3k 110.57
Truist Financial Corp equities (TFC) 0.2 $345k NEW 8.0k 43.03
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $316k +2% 953.00 331.33
Costco Wholesale Corporation (COST) 0.1 $260k NEW 570.00 456.50
JPMorgan Chase & Co. (JPM) 0.1 $243k NEW 1.8k 134.10
International Flavors & Fragrances (IFF) 0.1 $235k NEW 2.2k 104.84
Stem (STEM) 0.1 $134k 15k 8.94
Affirm Hldgs Com Cl A (AFRM) 0.1 $97k 10k 9.67
Danimer Scientific Com Cl A (DNMR) 0.0 $57k -3% 32k 1.79
Appharvest (APPH) 0.0 $18k -3% 31k 0.57

Past Filings by Hall Private Wealth Advisors

SEC 13F filings are viewable for Hall Private Wealth Advisors going back to 2020