Hall Private Wealth Advisors as of Sept. 30, 2021
Portfolio Holdings for Hall Private Wealth Advisors
Hall Private Wealth Advisors holds 51 positions in its portfolio as reported in the September 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr U.s. Med Dvc Etf (IHI) | 8.5 | $13M | 213k | 62.78 | |
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) | 7.6 | $12M | 139k | 85.35 | |
Iron Mountain (IRM) | 7.2 | $11M | 260k | 43.45 | |
Nextera Energy Partners Com Unit Part In (NEP) | 5.4 | $8.4M | 112k | 75.36 | |
Gilead Sciences (GILD) | 5.1 | $8.0M | 115k | 69.85 | |
Verizon Communications (VZ) | 5.1 | $8.0M | 147k | 54.01 | |
Apple (AAPL) | 4.8 | $7.5M | 53k | 141.50 | |
Amazon (AMZN) | 4.7 | $7.4M | 2.2k | 3285.20 | |
Dominion Resources (D) | 4.6 | $7.2M | 99k | 73.02 | |
Abbvie (ABBV) | 4.6 | $7.2M | 67k | 107.87 | |
Medtronic SHS (MDT) | 4.1 | $6.4M | 51k | 125.34 | |
Regeneron Pharmaceuticals (REGN) | 4.0 | $6.3M | 10k | 605.22 | |
Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 3.6 | $5.7M | 101k | 56.38 | |
Intel Corporation (INTC) | 3.3 | $5.1M | 96k | 53.28 | |
Corning Incorporated (GLW) | 3.0 | $4.8M | 131k | 36.49 | |
Vanguard World Fds Inf Tech Etf (VGT) | 2.9 | $4.5M | 11k | 401.27 | |
SYSCO Corporation (SYY) | 2.5 | $4.0M | 51k | 78.50 | |
International Business Machines (IBM) | 1.9 | $3.0M | 22k | 138.95 | |
Southern Company (SO) | 1.8 | $2.8M | 45k | 61.97 | |
Tilray Com Cl 2 (TLRY) | 1.8 | $2.8M | 245k | 11.29 | |
Zimmer Holdings (ZBH) | 1.5 | $2.4M | 17k | 146.36 | |
Exelon Corporation (EXC) | 1.5 | $2.3M | 48k | 48.35 | |
Sanofi Sponsored Adr (SNY) | 1.1 | $1.8M | 37k | 48.22 | |
Nokia Corp Sponsored Adr (NOK) | 1.0 | $1.5M | 277k | 5.45 | |
Ford Motor Company (F) | 1.0 | $1.5M | 106k | 14.16 | |
Boston Scientific Corporation (BSX) | 0.8 | $1.3M | 30k | 43.38 | |
Qualcomm (QCOM) | 0.7 | $1.0M | 8.0k | 128.96 | |
Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.6 | $889k | 57k | 15.69 | |
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) | 0.5 | $836k | 11k | 78.31 | |
CoreSite Realty | 0.5 | $745k | 5.4k | 138.53 | |
At&t (T) | 0.4 | $624k | 23k | 26.99 | |
Microsoft Corporation (MSFT) | 0.3 | $531k | 1.9k | 281.70 | |
Duke Energy Corp Com New (DUK) | 0.3 | $502k | 5.1k | 97.65 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $502k | 1.3k | 394.34 | |
Vanguard World Fds Utilities Etf (VPU) | 0.3 | $494k | 3.6k | 139.08 | |
Spdr Ser Tr Aerospace Def (XAR) | 0.3 | $492k | 4.1k | 119.27 | |
Thermo Fisher Scientific (TMO) | 0.3 | $409k | 716.00 | 571.23 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $362k | 1.1k | 338.00 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $344k | 3.1k | 112.05 | |
Eli Lilly & Co. (LLY) | 0.2 | $310k | 1.3k | 230.83 | |
Ishares Tr Ishares Biotech (IBB) | 0.2 | $306k | 1.9k | 161.56 | |
Affirm Hldgs Com Cl A (AFRM) | 0.2 | $298k | 2.5k | 119.20 | |
Molson Coors Beverage CL B (TAP) | 0.2 | $290k | 6.3k | 46.36 | |
Tesla Motors (TSLA) | 0.2 | $252k | 325.00 | 775.38 | |
Etf Ser Solutions Us Glb Jets (JETS) | 0.1 | $231k | 9.8k | 23.59 | |
Digital Realty Trust (DLR) | 0.1 | $202k | 1.4k | 144.29 | |
Square Cl A (SQ) | 0.1 | $202k | 841.00 | 240.19 | |
Global X Fds Renewable Energy (RNRG) | 0.1 | $199k | 13k | 15.59 | |
Danimer Scientific Com Cl A (DNMR) | 0.1 | $183k | 11k | 16.31 | |
Appharvest | 0.1 | $119k | 18k | 6.50 | |
Unity Biotechnology | 0.0 | $56k | 19k | 3.03 |