Hall Private Wealth Advisors
Latest statistics and disclosures from Hall Private Wealth Advisors's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0001744091
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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
- Hall Private Wealth Advisors 2020 Q4 filed March 11, 2021