Hall Private Wealth Advisors
Latest statistics and disclosures from Hall Private Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CWB, IRM, GILD, IHI, AAPL, and represent 35.61% of Hall Private Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VTV, D, DLR, VGT, VIGI, ICVT, EQIX, VCIT, BLK, MSFT.
- Started 10 new stock positions in VIGI, IFF, BLK, TFC, VTV, JPM, COST, D, ICVT, EQIX.
- Reduced shares in these 10 stocks: REGN (-$5.2M), CWB, VZ, MDT, INTC, GILD, GLW, NAC, BUD, NEP.
- Sold out of its positions in BSX, ME.
- Hall Private Wealth Advisors was a net seller of stock by $-8.1M.
- Hall Private Wealth Advisors has $176M in assets under management (AUM), dropping by 1.28%.
- Central Index Key (CIK): 0001744091
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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
- Hall Private Wealth Advisors 2022 Q4 filed Jan. 23, 2023
- Hall Private Wealth Advisors 2022 Q3 filed Oct. 31, 2022
- Hall Private Wealth Advisors 2022 Q2 filed July 20, 2022
- Hall Private Wealth Advisors 2022 Q1 filed May 2, 2022
- Hall Private Wealth Advisors 2021 Q4 filed Jan. 28, 2022
- Hall Private Wealth Advisors 2021 Q3 filed Nov. 12, 2021
- Hall Private Wealth Advisors 2021 Q2 filed Aug. 16, 2021
- Hall Private Wealth Advisors 2020 Q4 filed March 11, 2021