Hall Private Wealth Advisors Portfolio Holdings

Hall Private Wealth Advisors

  • $149 Million
  • Q3 2023

Hall Private Wealth Advisors has filed its 13F form on November 14, 2023 for Q3 2023 where it was disclosed a total value porftolio of $149 Million distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17.8M, Spdr Bloomberg Convertible Sec with a value of $17.5M, Digital Realty Trust, Inc. with a value of $12.6M, Vanguard Information Technolog with a value of $10.5M, and Amazon Com Inc with a value of $10.5M.

Examining the 13F form we can see an decrease of $36.2M in the current position value, from $185M to 149M.

Below you can find more details about Hall Private Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $149 Million
ETFs: $52.4 Million
Technology: $27.8 Million
Real Estate: $21.6 Million
Consumer Defensive: $17.1 Million
Consumer Cyclical: $16.3 Million
Healthcare: $3.91 Million
Communication Services: $3.24 Million
Financial Services: $3.01 Million
Other: $3.4 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.68T
$17.8 Million 11.96% of portfolio
103,933
Q3 2023 Added 31.69%
$2.07T
$10.5 Million 7.03% of portfolio
82,285
Q3 2023 Added 0.97%
$411B
$9.37 Million 6.3% of portfolio
16,589
Q3 2023 Added 5.49%
$3.1T
$6.23 Million 4.19% of portfolio
19,743
Q3 2023 Reduced 0.52%
$208B
$596,000 0.4% of portfolio
7,365
Q3 2023 Reduced 2.39%
$409B
$602,000 0.4% of portfolio
1,994
Q1 2023 New
$279B
$396,000 0.27% of portfolio
9,700
Q3 2023 New
$262B
$290,000 0.19% of portfolio
493
Q3 2023 Reduced 50.3%
$214B
$258,000 0.17% of portfolio
982
Q3 2023 Reduced 1.5%

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $149 Million
  • Prior Value $185 Million
  • Filing
  • Period Q3 2023
  • Filing Date November 14, 2023
  • Form Type 13F-HR
  • Activity in Q3 2023
  • New Purchases 2 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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