Hall Private Wealth Advisors as of June 30, 2021
Portfolio Holdings for Hall Private Wealth Advisors
Hall Private Wealth Advisors holds 52 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iron Mountain (IRM) | 9.0 | $14M | 326k | 42.32 | |
| Spdr Ser Tr BLMBRG BRC CNVRT (CWB) | 8.5 | $13M | 151k | 86.73 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 8.0 | $12M | 34k | 361.04 | |
| Amazon (AMZN) | 5.4 | $8.4M | 2.4k | 3440.33 | |
| Apple (AAPL) | 5.2 | $8.0M | 59k | 136.96 | |
| At&t (T) | 4.5 | $7.0M | 242k | 28.78 | |
| Medtronic SHS (MDT) | 4.0 | $6.2M | 50k | 124.14 | |
| Dominion Resources (D) | 4.0 | $6.1M | 83k | 73.57 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 3.9 | $6.1M | 15k | 398.76 | |
| International Business Machines (IBM) | 3.6 | $5.5M | 38k | 146.60 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 3.6 | $5.5M | 77k | 72.00 | |
| Regeneron Pharmaceuticals (REGN) | 3.5 | $5.4M | 9.7k | 558.51 | |
| Thermo Fisher Scientific (TMO) | 3.0 | $4.6M | 9.2k | 504.50 | |
| Tilray Com Cl 2 (TLRY) | 2.8 | $4.2M | 234k | 18.08 | |
| Gilead Sciences (GILD) | 2.5 | $3.8M | 56k | 68.87 | |
| Nextera Energy Partners Com Unit Part In (NEP) | 2.4 | $3.7M | 48k | 76.36 | |
| Exelon Corporation (EXC) | 2.3 | $3.5M | 80k | 44.31 | |
| Southern Company (SO) | 2.3 | $3.5M | 58k | 60.50 | |
| Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) | 2.2 | $3.4M | 42k | 79.83 | |
| Corning Incorporated (GLW) | 2.1 | $3.2M | 77k | 40.90 | |
| Spdr Ser Tr Aerospace Def (XAR) | 2.0 | $3.1M | 23k | 132.31 | |
| SYSCO Corporation (SYY) | 1.9 | $3.0M | 38k | 77.76 | |
| Verizon Communications (VZ) | 1.2 | $1.9M | 33k | 56.04 | |
| Abbvie (ABBV) | 1.1 | $1.7M | 15k | 112.63 | |
| Ford Motor Company (F) | 1.0 | $1.5M | 103k | 14.86 | |
| Boston Scientific Corporation (BSX) | 0.8 | $1.3M | 30k | 42.76 | |
| Qualcomm (QCOM) | 0.8 | $1.3M | 9.1k | 142.92 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.8 | $1.2M | 3.4k | 344.86 | |
| Nokia Corp Sponsored Adr (NOK) | 0.8 | $1.2M | 219k | 5.32 | |
| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.7 | $1.1M | 71k | 15.84 | |
| Docusign (DOCU) | 0.7 | $1.0M | 3.7k | 279.46 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.7 | $1.0M | 11k | 95.08 | |
| Global X Fds Renewable Energy (RNRG) | 0.5 | $806k | 50k | 16.24 | |
| Vanguard World Fds Utilities Etf (VPU) | 0.4 | $579k | 4.2k | 138.82 | |
| Microsoft Corporation (MSFT) | 0.4 | $568k | 2.1k | 270.73 | |
| Duke Energy Corp Com New (DUK) | 0.3 | $537k | 5.4k | 98.71 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $501k | 1.3k | 393.56 | |
| Newell Rubbermaid (NWL) | 0.3 | $394k | 14k | 27.44 | |
| Tesla Motors (TSLA) | 0.2 | $374k | 550.00 | 680.00 | |
| Ishares Tr Ishares Biotech (IBB) | 0.2 | $361k | 2.2k | 163.50 | |
| Eli Lilly & Co. (LLY) | 0.2 | $361k | 1.6k | 229.50 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $348k | 3.1k | 113.36 | |
| Square Cl A (SQ) | 0.2 | $328k | 1.3k | 243.50 | |
| Beyond Meat (BYND) | 0.2 | $290k | 1.8k | 157.52 | |
| Molson Coors Beverage CL B (TAP) | 0.2 | $280k | 5.2k | 53.75 | |
| Paypal Holdings (PYPL) | 0.2 | $266k | 912.00 | 291.67 | |
| Sunpower (SPWRQ) | 0.2 | $243k | 8.3k | 29.24 | |
| Etf Ser Solutions Us Glb Jets (JETS) | 0.2 | $237k | 9.8k | 24.20 | |
| Digital Realty Trust (DLR) | 0.1 | $211k | 1.4k | 150.71 | |
| McKesson Corporation (MCK) | 0.1 | $202k | 1.1k | 190.93 | |
| Unity Biotechnology | 0.1 | $86k | 19k | 4.65 | |
| Ampio Pharmaceuticals | 0.0 | $17k | 10k | 1.69 |
