| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NKTR | Exit | NEKTAR THERAPEUTICS | $0 | – | -10,000 | -100.0% | -0.00% | – |
| Exit | ENVIVA INC | $0 | – | -19,332 | -100.0% | -0.10% | – | |
| MCD | Exit | MCDONALDS CORP | $0 | – | -982 | -100.0% | -0.17% | – |
| BUD | Exit | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $0 | – | -4,938 | -100.0% | -0.18% | – |
| ASML | Exit | ASML HOLDING N V | $0 | – | -493 | -100.0% | -0.20% | – |
| Exit | RIVIAN AUTOMOTIVE INC | $0 | – | -12,500 | -100.0% | -0.20% | – | |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -12,726 | -100.0% | -0.24% | – |
| AFRM | Exit | AFFIRM HLDGS INC | $0 | – | -17,500 | -100.0% | -0.25% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -9,700 | -100.0% | -0.27% | – |
| CMF | Exit | ISHARES TRcalif mun bd etf | $0 | – | -8,402 | -100.0% | -0.31% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -7,365 | -100.0% | -0.40% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -1,994 | -100.0% | -0.40% | – |
| NOK | Exit | NOKIA CORPsponsored adr | $0 | – | -213,943 | -100.0% | -0.54% | – |
| EQIX | Exit | EQUINIX INC | $0 | – | -1,143 | -100.0% | -0.56% | – |
| VIGI | Exit | VANGUARD WHITEHALL FDSintl dvd etf | $0 | – | -12,716 | -100.0% | -0.61% | – |
| NEP | Exit | NEXTERA ENERGY PARTNERS LP | $0 | – | -34,485 | -100.0% | -0.69% | – |
| ICVT | Exit | ISHARES TRconv bd etf | $0 | – | -14,033 | -100.0% | -0.70% | – |
| INTC | Exit | INTEL CORP | $0 | – | -29,586 | -100.0% | -0.71% | – |
| DIA | Exit | SPDR DOW JONES INDL AVERAGEut ser 1 | $0 | – | -3,857 | -100.0% | -0.87% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -11,792 | -100.0% | -0.88% | – |
| TLRY | Exit | TILRAY BRANDS INC | $0 | – | -786,013 | -100.0% | -1.26% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -25,866 | -100.0% | -1.36% | – |
| GSL | Exit | GLOBAL SHIP LEASE INC NEW | $0 | – | -121,456 | -100.0% | -1.50% | – |
| NAC | Exit | NUVEEN CA QUALTY MUN INCOME | $0 | – | -232,655 | -100.0% | -1.51% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -81,652 | -100.0% | -1.78% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -12,086 | -100.0% | -2.91% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -57,494 | -100.0% | -2.94% | – |
| F | Exit | FORD MTR CO DEL | $0 | – | -377,831 | -100.0% | -3.15% | – |
| IHI | Exit | ISHARES TRu.s. med dvc etf | $0 | – | -111,453 | -100.0% | -3.63% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -19,743 | -100.0% | -4.19% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -47,293 | -100.0% | -4.38% | – |
| K | Exit | KELLANOVA | $0 | – | -124,580 | -100.0% | -4.98% | – |
| IRM | Exit | IRON MTN INC DEL | $0 | – | -137,107 | -100.0% | -5.48% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -16,589 | -100.0% | -6.30% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -82,285 | -100.0% | -7.03% | – |
| VGT | Exit | VANGUARD WORLD FDSinf tech etf | $0 | – | -25,367 | -100.0% | -7.07% | – |
| DLR | Exit | DIGITAL RLTY TR INC | $0 | – | -104,297 | -100.0% | -8.48% | – |
| CWB | Exit | SPDR SER TRbbg conv sec etf | $0 | – | -258,653 | -100.0% | -11.79% | – |
| AAPL | Exit | APPLE INC | $0 | – | -103,933 | -100.0% | -11.96% | – |
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.