Hall Private Wealth Advisors as of Dec. 31, 2020
Portfolio Holdings for Hall Private Wealth Advisors
Hall Private Wealth Advisors holds 45 positions in its portfolio as reported in 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 | |
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 |