$178 Million is the total value of Hall Private Wealth Advisors's 41 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -2,000 | -100.0% | -0.11% | – |
| IBB | Exit | ISHARES TRishares biotech | $0 | – | -1,686 | -100.0% | -0.12% | – |
| TSLA | Exit | TESLA INC | $0 | – | -225 | -100.0% | -0.13% | – |
| MCK | Exit | MCKESSON CORP | $0 | – | -1,000 | -100.0% | -0.16% | – |
| TAP | Exit | MOLSON COORS BEVERAGE COcl b | $0 | – | -6,214 | -100.0% | -0.18% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -1,343 | -100.0% | -0.21% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -1,000 | -100.0% | -0.22% | – |
| EXC | Exit | EXELON CORP | $0 | – | -10,125 | -100.0% | -0.26% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -10,691 | -100.0% | -0.74% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -23,977 | -100.0% | -0.93% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-20
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.