| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -570 | -100.0% | -0.17% | – |
| SPWR | Exit | SUNPOWER CORP | $0 | – | -8,310 | -100.0% | -0.18% | – |
| BYND | Exit | BEYOND MEAT INC | $0 | – | -1,740 | -100.0% | -0.18% | – |
| JETS | Exit | ETF SER SOLUTIONSus glb jets | $0 | – | -9,794 | -100.0% | -0.18% | – |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -782 | -100.0% | -0.18% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -800 | -100.0% | -0.21% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -3,030 | -100.0% | -0.23% | – |
| SQ | Exit | SQUARE INCcl a | $0 | – | -1,347 | -100.0% | -0.24% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -3,070 | -100.0% | -0.26% | – |
| HMST | Exit | HOMESTREET INC | $0 | – | -11,000 | -100.0% | -0.31% | – |
| NOK | Exit | NOKIA CORPsponsored adr | $0 | – | -110,600 | -100.0% | -0.36% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -2,532 | -100.0% | -0.46% | – |
| NWL | Exit | NEWELL BRANDS INC | $0 | – | -30,534 | -100.0% | -0.53% | – |
| F | Exit | FORD MTR CO DEL | $0 | – | -88,067 | -100.0% | -0.64% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -2,255 | -100.0% | -0.64% | – |
| TSLA | Exit | TESLA INC | $0 | – | -1,250 | -100.0% | -0.73% | – |
| DOCU | Exit | DOCUSIGN INC | $0 | – | -4,205 | -100.0% | -0.77% | – |
| REGN | Exit | REGENERON PHARMACEUTICALS | $0 | – | -1,940 | -100.0% | -0.77% | – |
| BSX | Exit | BOSTON SCIENTIFIC CORP | $0 | – | -27,933 | -100.0% | -0.83% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -20,199 | -100.0% | -0.97% | – |
| RNRG | Exit | GLOBAL X FDSx yieldco rene | $0 | – | -66,856 | -100.0% | -1.00% | – |
| DIA | Exit | SPDR DOW JONES INDL AVERAGEut ser 1 | $0 | – | -4,165 | -100.0% | -1.05% | – |
| SYY | Exit | SYSCO CORP | $0 | – | -17,215 | -100.0% | -1.05% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -14,075 | -100.0% | -1.13% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -9,507 | -100.0% | -1.19% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -28,880 | -100.0% | -1.40% | – |
| NAC | Exit | NUVEEN CA QUALTY MUN INCOME | $0 | – | -115,205 | -100.0% | -1.44% | – |
| TLRY | Exit | TILRAY INC | $0 | – | -228,323 | -100.0% | -1.55% | – |
| GLW | Exit | CORNING INC | $0 | – | -55,645 | -100.0% | -1.65% | – |
| EXC | Exit | EXELON CORP | $0 | – | -50,418 | -100.0% | -1.75% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -36,113 | -100.0% | -1.83% | – |
| BUD | Exit | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $0 | – | -36,396 | -100.0% | -2.10% | – |
| XAR | Exit | SPDR SER TRaerospace def | $0 | – | -29,833 | -100.0% | -2.82% | – |
| D | Exit | DOMINION ENERGY INC | $0 | – | -57,553 | -100.0% | -3.57% | – |
| VWOB | Exit | VANGUARD WHITEHALL FDSemerg mkt bd etf | $0 | – | -52,735 | -100.0% | -3.58% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -38,448 | -100.0% | -3.99% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -42,407 | -100.0% | -4.09% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -11,314 | -100.0% | -4.34% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -16,448 | -100.0% | -4.80% | – |
| T | Exit | AT&T INC | $0 | – | -228,323 | -100.0% | -5.41% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -2,623 | -100.0% | -7.04% | – |
| IRM | Exit | IRON MTN INC NEW | $0 | – | -295,918 | -100.0% | -7.19% | – |
| AAPL | Exit | APPLE INC | $0 | – | -69,702 | -100.0% | -7.62% | – |
| IHI | Exit | ISHARES TRu.s. med dvc etf | $0 | – | -30,538 | -100.0% | -8.24% | – |
| CWB | Exit | SPDR SER TRblmbrg brc cnvrt | $0 | – | -166,294 | -100.0% | -11.35% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 11 | Q3 2023 | 11.8% |
| APPLE INC | 11 | Q3 2023 | 12.0% |
| IRON MTN INC NEW | 11 | Q3 2023 | 9.0% |
| ISHARES TR | 11 | Q3 2023 | 8.7% |
| AMAZON COM INC | 11 | Q3 2023 | 7.0% |
| VANGUARD WORLD FDS | 11 | Q3 2023 | 7.1% |
| VERIZON COMMUNICATIONS INC | 11 | Q3 2023 | 5.7% |
| MEDTRONIC PLC | 11 | Q3 2023 | 4.3% |
| ANHEUSER BUSCH INBEV SA/NV | 11 | Q3 2023 | 4.0% |
| FORD MTR CO DEL | 11 | Q3 2023 | 3.2% |
View Hall Private Wealth Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-01-28 |
| 13F-HR | 2021-11-12 |
| 13F-HR | 2021-08-16 |
View Hall Private Wealth Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.