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 39 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 12.0 $18M +31% 104k 171.21
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) 11.8 $18M +2% 259k 67.80
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Digital Realty Trust (DLR) 8.5 $13M 104k 121.02
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Vanguard World Fds Inf Tech Etf (VGT) 7.1 $11M -2% 25k 414.89
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Amazon (AMZN) 7.0 $11M 82k 127.12
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Costco Wholesale Corporation (COST) 6.3 $9.4M +5% 17k 564.96
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Iron Mountain (IRM) 5.5 $8.2M -26% 137k 59.45
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Kellogg Company (K) 5.0 $7.4M +5% 125k 59.51
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Vanguard Index Fds Value Etf (VTV) 4.4 $6.5M +12% 47k 137.93
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Microsoft Corporation (MSFT) 4.2 $6.2M 20k 315.76
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Ishares Tr U.s. Med Dvc Etf (IHI) 3.6 $5.4M -42% 112k 48.50
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Ford Motor Company (F) 3.2 $4.7M +2% 378k 12.42
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.9 $4.4M +6% 58k 75.98
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Invesco Qqq Tr Unit Ser 1 (QQQ) 2.9 $4.3M +12% 12k 358.27
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Verizon Communications (VZ) 1.8 $2.6M -34% 82k 32.41
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Nuveen CA Dividend Advantage Muni. Fund (NAC) 1.5 $2.2M +44% 233k 9.65
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Global Ship Lease Com Cl A (GSL) 1.5 $2.2M -23% 122k 18.34
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Medtronic SHS (MDT) 1.4 $2.0M -44% 26k 78.36
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Tilray (TLRY) 1.3 $1.9M -2% 786k 2.39
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Qualcomm (QCOM) 0.9 $1.3M -43% 12k 111.06
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.9 $1.3M 3.9k 334.95
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Intel Corporation (INTC) 0.7 $1.1M -58% 30k 35.55
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Ishares Tr Conv Bd Etf (ICVT) 0.7 $1.0M 14k 74.21
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Nextera Energy Partners Com Unit Part In (NEP) 0.7 $1.0M -75% 35k 29.70
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.6 $907k -5% 13k 71.33
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Equinix (EQIX) 0.6 $830k 1.1k 726.26
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Nokia Corp Sponsored Adr (NOK) 0.5 $800k -36% 214k 3.74
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Home Depot (HD) 0.4 $603k 2.0k 302.16
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Walt Disney Company (DIS) 0.4 $597k -2% 7.4k 81.05
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Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $461k +24% 8.4k 54.84
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Wells Fargo & Company (WFC) 0.3 $396k NEW 9.7k 40.86
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Affirm Hldgs Com Cl A (AFRM) 0.3 $372k -12% 18k 21.27
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Truist Financial Corp equities (TFC) 0.2 $364k -21% 13k 28.61
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Rivian Automotive Com Cl A (RIVN) 0.2 $304k -37% 13k 24.28
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Asml Holding N V N Y Registry Shs (ASML) 0.2 $290k -50% 493.00 588.66
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Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.2 $273k -72% 4.9k 55.30
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McDonald's Corporation (MCD) 0.2 $259k 982.00 263.49
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Enviva (EVA) 0.1 $144k -83% 19k 7.47
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Nektar Therapeutics (NKTR) 0.0 $6.0k NEW 10k 0.60
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Past Filings by Hall Private Wealth Advisors

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