Hall Private Wealth Advisors as of March 31, 2022
Portfolio Holdings for Hall Private Wealth Advisors
Hall Private Wealth Advisors holds 50 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Iron Mountain (IRM) | 8.1 | $15M | 274k | 55.41 | |
| Spdr Ser Tr Bloomberg Conv (CWB) | 7.9 | $15M | 192k | 76.95 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 7.5 | $14M | 232k | 60.96 | |
| Apple (AAPL) | 6.6 | $12M | 71k | 174.62 | |
| Abbvie (ABBV) | 6.4 | $12M | 74k | 162.11 | |
| Nextera Energy Partners Com Unit Part In (NEP) | 5.6 | $11M | 126k | 83.36 | |
| Verizon Communications (VZ) | 5.1 | $9.5M | 187k | 50.94 | |
| Amazon (AMZN) | 4.7 | $8.9M | 2.7k | 3259.83 | |
| Gilead Sciences (GILD) | 4.6 | $8.6M | 144k | 59.45 | |
| Medtronic SHS (MDT) | 4.3 | $8.1M | 73k | 110.95 | |
| Intel Corporation (INTC) | 4.2 | $7.8M | 158k | 49.56 | |
| Regeneron Pharmaceuticals (REGN) | 4.0 | $7.4M | 11k | 698.46 | |
| Dominion Resources (D) | 3.8 | $7.2M | 84k | 84.97 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 3.8 | $7.1M | 118k | 60.06 | |
| Corning Incorporated (GLW) | 3.0 | $5.6M | 151k | 36.91 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 2.3 | $4.4M | 11k | 416.48 | |
| SYSCO Corporation (SYY) | 2.2 | $4.1M | 50k | 81.66 | |
| Tilray Brands Com Cl 2 (TLRY) | 1.8 | $3.3M | 427k | 7.77 | |
| Zimmer Holdings (ZBH) | 1.4 | $2.6M | 20k | 127.88 | |
| Ford Motor Company (F) | 1.0 | $1.9M | 115k | 16.91 | |
| Sanofi Sponsored Adr (SNY) | 1.0 | $1.8M | 36k | 51.35 | |
| Southern Company (SO) | 0.9 | $1.7M | 24k | 72.53 | |
| Nokia Corp Sponsored Adr (NOK) | 0.9 | $1.7M | 313k | 5.46 | |
| Qualcomm (QCOM) | 0.9 | $1.7M | 11k | 152.84 | |
| Digital Realty Trust (DLR) | 0.8 | $1.6M | 11k | 141.80 | |
| Enviva (EVA) | 0.8 | $1.5M | 18k | 79.15 | |
| International Business Machines (IBM) | 0.7 | $1.4M | 11k | 130.02 | |
| Global Ship Lease Com Cl A (GSL) | 0.7 | $1.4M | 49k | 28.49 | |
| Boston Scientific Corporation (BSX) | 0.7 | $1.3M | 30k | 44.28 | |
| Activision Blizzard | 0.4 | $800k | 10k | 80.07 | |
| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.4 | $786k | 60k | 13.12 | |
| Vanguard World Fds Utilities Etf (VPU) | 0.3 | $575k | 3.6k | 161.88 | |
| Microsoft Corporation (MSFT) | 0.3 | $552k | 1.8k | 308.04 | |
| NVIDIA Corporation (NVDA) | 0.3 | $499k | 1.8k | 272.98 | |
| Exelon Corporation (EXC) | 0.3 | $482k | 10k | 47.60 | |
| Affirm Hldgs Com Cl A (AFRM) | 0.2 | $463k | 10k | 46.30 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $415k | 1.0k | 415.00 | |
| Eli Lilly & Co. (LLY) | 0.2 | $385k | 1.3k | 286.67 | |
| Molson Coors Beverage CL B (TAP) | 0.2 | $332k | 6.2k | 53.43 | |
| Gaslog Partners Unit Ltd Ptnrp | 0.2 | $326k | 57k | 5.74 | |
| McKesson Corporation (MCK) | 0.2 | $306k | 1.0k | 306.00 | |
| Triton Intl Cl A | 0.2 | $284k | 4.1k | 70.11 | |
| Xylem (XYL) | 0.1 | $253k | 3.0k | 85.13 | |
| Tesla Motors (TSLA) | 0.1 | $242k | 225.00 | 1075.56 | |
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $220k | 1.7k | 130.49 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $201k | 2.0k | 100.50 | |
| Danimer Scientific Com Cl A (DNMR) | 0.1 | $198k | 34k | 5.85 | |
| Appharvest | 0.1 | $190k | 35k | 5.39 | |
| Stem (STEM) | 0.1 | $165k | 15k | 11.02 | |
| 23andme Holding Class A Com (ME) | 0.1 | $99k | 26k | 3.84 |
