$176 Million is the total value of Hall Private Wealth Advisors's 48 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTV | New | VANGUARD INDEX FDSvalue etf | $4,638,246 | – | 33,043 | +100.0% | 2.64% | – |
| D | New | DOMINION ENERGY INC | $2,756,947 | – | 44,960 | +100.0% | 1.57% | – |
| VIGI | New | VANGUARD WHITEHALL FDSintl dvd etf | $1,057,749 | – | 15,191 | +100.0% | 0.60% | – |
| ICVT | New | ISHARES TRconv bd etf | $974,873 | – | 14,033 | +100.0% | 0.55% | – |
| EQIX | New | EQUINIX INC | $740,184 | – | 1,130 | +100.0% | 0.42% | – |
| BLK | New | BLACKROCK INC | $461,318 | – | 651 | +100.0% | 0.26% | – |
| TFC | New | TRUIST FINL CORP | $344,627 | – | 8,009 | +100.0% | 0.20% | – |
| COST | New | COSTCO WHSL CORP NEW | $260,205 | – | 570 | +100.0% | 0.15% | – |
| JPM | New | JPMORGAN CHASE & CO | $243,123 | – | 1,813 | +100.0% | 0.14% | – |
| IFF | New | INTERNATIONAL FLAVORS&FRAGRA | $235,366 | – | 2,245 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-23
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.