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

Companies in the Hall Private Wealth Advisors portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 11.3 $14M 166k 82.79
Ishares Tr U.s. Med Dvc Etf (IHI) 8.2 $10M 31k 327.30
Apple (AAPL) 7.6 $9.2M 70k 132.69
Iron Mountain (IRM) 7.2 $8.7M 296k 29.48
Amazon (AMZN) 7.0 $8.5M 2.6k 3256.96
At&t (T) 5.4 $6.6M 228k 28.76
Vanguard World Fds Inf Tech Etf (VGT) 4.8 $5.8M 16k 353.78
Thermo Fisher Scientific (TMO) 4.3 $5.3M 11k 465.79
Medtronic SHS (MDT) 4.1 $5.0M 42k 117.15
International Business Machines (IBM) 4.0 $4.8M 38k 125.88
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 3.6 $4.3M 53k 82.30
Dominion Resources (D) 3.6 $4.3M 58k 75.20
Spdr Ser Tr Aerospace Def (XAR) 2.8 $3.4M 30k 114.74
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 2.1 $2.5M 36k 69.90

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Southern Company (SO) 1.8 $2.2M 36k 61.42
Exelon Corporation (EXC) 1.8 $2.1M 50k 42.23
Corning Incorporated (GLW) 1.7 $2.0M 56k 36.00
Tilray Com Cl 2 (TLRY) 1.6 $1.9M 228k 8.26
Nuveen CA Dividend Advantage Muni. Fund (NAC) 1.4 $1.7M 115k 15.16
Verizon Communications (VZ) 1.4 $1.7M 29k 58.76
Qualcomm (QCOM) 1.2 $1.4M 9.5k 152.31
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.1 $1.4M 14k 97.12
SYSCO Corporation (SYY) 1.1 $1.3M 17k 74.24
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.0 $1.3M 4.2k 305.88
Global X Fds X Yieldco Rene (RNRG) 1.0 $1.2M 67k 18.14
Gilead Sciences (GILD) 1.0 $1.2M 20k 58.27
Boston Scientific Corporation (BSX) 0.8 $1.0M 28k 35.94
Regeneron Pharmaceuticals (REGN) 0.8 $937k 1.9k 482.99
Docusign (DOCU) 0.8 $935k 4.2k 222.35
Tesla Motors (TSLA) 0.7 $882k 1.3k 705.60
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $775k 2.3k 343.68
Ford Motor Company (F) 0.6 $774k 88k 8.79
Newell Rubbermaid (NWL) 0.5 $648k 31k 21.22
Microsoft Corporation (MSFT) 0.5 $563k 2.5k 222.35
Nokia Corp Sponsored Adr (NOK) 0.4 $432k 111k 3.91
Homestreet (HMST) 0.3 $371k 11k 33.73
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $315k 3.1k 102.61
Square Cl A (SQ) 0.2 $293k 1.3k 217.52
Duke Energy Corp Com New (DUK) 0.2 $277k 3.0k 91.42
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $251k 800.00 313.75
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $224k 782.00 286.44
Etf Ser Solutions Us Glb Jets (JETS) 0.2 $219k 9.8k 22.36
Beyond Meat (BYND) 0.2 $218k 1.7k 125.29
Sunpower (SPWR) 0.2 $213k 8.3k 25.63
Lockheed Martin Corporation (LMT) 0.2 $202k 570.00 354.39

Past Filings by Hall Private Wealth Advisors

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