$149 Million is the total value of Hall Private Wealth Advisors's 39 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| APPH | Exit | APPHARVEST INC | $0 | – | -41,842 | -100.0% | -0.01% | – |
| DNMR | Exit | DANIMER SCIENTIFIC INC | $0 | – | -37,306 | -100.0% | -0.05% | – |
| STEM | Exit | STEM INC | $0 | – | -17,793 | -100.0% | -0.06% | – |
| BLK | Exit | BLACKROCK INC | $0 | – | -300 | -100.0% | -0.11% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -469 | -100.0% | -0.11% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -639 | -100.0% | -0.15% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -4,352 | -100.0% | -0.18% | – |
| D | Exit | DOMINION ENERGY INC | $0 | – | -42,579 | -100.0% | -1.19% | – |
| ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -122,858 | -100.0% | -5.60% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-15
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.