Hall Private Wealth Advisors as of Dec. 31, 2021
Portfolio Holdings for Hall Private Wealth Advisors
Hall Private Wealth Advisors holds 46 positions in its portfolio as reported in the December 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) | 8.7 | $14M | 212k | 65.85 | |
Iron Mountain (IRM) | 8.0 | $13M | 248k | 52.33 | |
Spdr Ser Tr Bloomberg Conv (CWB) | 7.1 | $12M | 138k | 82.96 | |
Apple (AAPL) | 6.5 | $10M | 59k | 177.57 | |
Abbvie (ABBV) | 6.2 | $9.9M | 73k | 135.40 | |
Nextera Energy Partners Com Unit Part In (NEP) | 5.9 | $9.6M | 113k | 84.40 | |
Gilead Sciences (GILD) | 5.8 | $9.3M | 128k | 72.61 | |
Amazon (AMZN) | 4.6 | $7.4M | 2.2k | 3334.38 | |
Verizon Communications (VZ) | 4.5 | $7.2M | 139k | 51.96 | |
Dominion Resources (D) | 4.4 | $7.0M | 89k | 78.56 | |
Regeneron Pharmaceuticals (REGN) | 4.1 | $6.6M | 10k | 631.55 | |
Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 3.8 | $6.2M | 102k | 60.55 | |
Medtronic SHS (MDT) | 3.2 | $5.2M | 50k | 103.46 | |
Intel Corporation (INTC) | 3.2 | $5.2M | 101k | 51.50 | |
Corning Incorporated (GLW) | 2.9 | $4.7M | 127k | 37.23 | |
Vanguard World Fds Inf Tech Etf (VGT) | 2.9 | $4.7M | 10k | 458.18 | |
SYSCO Corporation (SYY) | 2.4 | $3.9M | 50k | 78.56 | |
Zimmer Holdings (ZBH) | 1.4 | $2.3M | 18k | 127.04 | |
Ford Motor Company (F) | 1.4 | $2.3M | 110k | 20.77 | |
Nokia Corp Sponsored Adr (NOK) | 1.2 | $1.9M | 305k | 6.22 | |
Tilray Com Cl 2 (TLRY) | 1.1 | $1.8M | 263k | 7.03 | |
Sanofi Sponsored Adr (SNY) | 1.1 | $1.8M | 37k | 50.09 | |
Southern Company (SO) | 1.1 | $1.7M | 25k | 68.57 | |
International Business Machines (IBM) | 1.0 | $1.5M | 12k | 133.70 | |
Qualcomm (QCOM) | 0.9 | $1.5M | 8.2k | 182.85 | |
Boston Scientific Corporation (BSX) | 0.8 | $1.3M | 30k | 42.48 | |
Enviva Partners Com Unit | 0.7 | $1.1M | 15k | 70.41 | |
Exelon Corporation (EXC) | 0.6 | $1.0M | 18k | 57.76 | |
Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.6 | $886k | 57k | 15.63 | |
Global Ship Lease Com Cl A (GSL) | 0.5 | $855k | 37k | 22.91 | |
Microsoft Corporation (MSFT) | 0.4 | $603k | 1.8k | 336.50 | |
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) | 0.3 | $557k | 7.2k | 77.62 | |
Vanguard World Fds Utilities Etf (VPU) | 0.3 | $556k | 3.6k | 156.53 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $437k | 1.0k | 437.00 | |
McDonald's Corporation (MCD) | 0.3 | $406k | 1.5k | 267.81 | |
Eli Lilly & Co. (LLY) | 0.2 | $371k | 1.3k | 276.25 | |
Tesla Motors (TSLA) | 0.2 | $343k | 325.00 | 1055.38 | |
Ishares Tr Ishares Biotech (IBB) | 0.2 | $290k | 1.9k | 152.55 | |
Affirm Hldgs Com Cl A (AFRM) | 0.2 | $251k | 2.5k | 100.40 | |
McKesson Corporation (MCK) | 0.2 | $249k | 1.0k | 249.00 | |
Digital Realty Trust (DLR) | 0.2 | $248k | 1.4k | 177.14 | |
Molson Coors Beverage CL B (TAP) | 0.2 | $248k | 5.4k | 46.32 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $230k | 2.0k | 115.00 | |
Stem (STEM) | 0.1 | $211k | 11k | 18.98 | |
Danimer Scientific Com Cl A (DNMR) | 0.1 | $180k | 21k | 8.53 | |
Appharvest | 0.1 | $134k | 34k | 3.89 |