Hall Private Wealth Advisors Reduced Holdings in Q3 2023

Hall Private Wealth Advisors

  • $149 Million
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
NEP
Nextera Energy Partners, LP

Utilities
-107K
- 75.62%
$29.7 - $59.33 $3.18M - $6.34M
34.5K $1.02M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-80.9K
- 42.07%
$48.19 - $57.76 $3.9M - $4.68M
111K $5.41M
IRM
Iron Mountain Inc

Real Estate
-49.2K
- 26.43%
$57.27 - $64.02 $2.82M - $3.15M
137K $8.15M
MDT
Medtronic PLC

Healthcare
-21.1K
- 44.95%
$78.22 - $90.4 $1.65M - $1.91M
25.9K $2.03M
VZ
Verizon Communications Inc

Communication Services
-43.3K
- 34.67%
$31.46 - $37.48 $1.36M - $1.62M
81.7K $2.65M
INTC
Intel Corp

Technology
-42.2K
- 58.77%
$31.85 - $38.86 $1.34M - $1.64M
29.6K $1.05M
QCOM
Qualcomm Inc

Technology
-9.24K
- 43.93%
$106.14 - $132.17 $980K - $1.22M
11.8K $1.31M
EVA
Enviva Inc.

Basic Materials
-98.2K
- 83.56%
$6.36 - $13.6 $625K - $1.34M
19.3K $144K
VGT
Vanguard Information Technolog

ETFs
-682
- 2.62%
$409.4 - $459.58 $279K - $313K
25.4K $10.5M
GSL
Global Ship Lease, Inc.

Industrials
-37.8K
- 23.75%
$17.8 - $21.58 $674K - $817K
121K $2.23M
NOK
Nokia Corp

Technology
-123K
- 36.55%
$3.7 - $4.35 $456K - $536K
214K $800K
MSFT
Microsoft Corp

Technology
-103
- 0.52%
$312.14 - $359.49 $32.2K - $37K
19.7K $6.23M
ASML
Asml Holding Nv

Technology
-499
- 50.3%
$572.71 - $757.03 $286K - $378K
493 $290K
TFC
Truist Financial Corp

Financial Services
-3.39K
- 21.04%
$27.97 - $35.59 $94.8K - $121K
12.7K $364K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-783
- 5.8%
$71.3 - $76.81 $55.8K - $60.1K
12.7K $907K
DIS
Walt Disney CO

Communication Services
-180
- 2.39%
$79.9 - $91.76 $14.4K - $16.5K
7.37K $596K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-61
- 1.56%
$334.95 - $356.2 $20.4K - $21.7K
3.86K $1.29M
MCD
Mcdonalds Corp

Consumer Cyclical
-15
- 1.5%
$263.44 - $297.13 $3.95K - $4.46K
982 $258K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-7.5K
- 37.5%
$19.56 - $27.64 $147K - $207K
12.5K $303K
AFRM
Affirm Holdings, Inc.

Technology
-2.5K
- 12.5%
$13.65 - $25.01 $34.1K - $62.5K
17.5K $372K
TLRY
Tilray Brands, Inc.

Healthcare
-16.2K
- 2.03%
$1.55 - $3.31 $25.2K - $53.8K
786K $1.88M
Activity Summary
Buys All Purchases 14 New Holdings 2 Increased Positions 12 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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