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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$821M
$2.23 Million 1.5% of portfolio
121,456
Q3 2023 Reduced 23.75%
$819M
$1.88 Million 1.26% of portfolio
786,013
Q3 2023 Reduced 2.03%
$1.41B
$1.02 Million 0.69% of portfolio
34,485
Q3 2023 Reduced 75.62%

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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