$157 Million is the total value of Hall Private Wealth Advisors's 51 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMPE | Exit | AMPIO PHARMACEUTICALS INC | $0 | – | -10,066 | -100.0% | -0.01% | – |
| MCK | Exit | MCKESSON CORP | $0 | – | -1,058 | -100.0% | -0.13% | – |
| SPWR | Exit | SUNPOWER CORP | $0 | – | -8,310 | -100.0% | -0.16% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -912 | -100.0% | -0.17% | – |
| BYND | Exit | BEYOND MEAT INC | $0 | – | -1,841 | -100.0% | -0.19% | – |
| NWL | Exit | NEWELL BRANDS INC | $0 | – | -14,357 | -100.0% | -0.26% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -10,802 | -100.0% | -0.67% | – |
| DOCU | Exit | DOCUSIGN INC | $0 | – | -3,725 | -100.0% | -0.68% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-12
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.