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