Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Hall Private Wealth Advisors (CIK 1744091) reported $148.8M across 39 reported positions in its SEC 13F filing for 2023-09-30. Largest positions: AAPL ($17.8M, 11.96%), CWB ($17.5M, 11.79%), DLR ($12.6M, 8.48%), VGT ($10.5M, 7.07%), AMZN ($10.5M, 7.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $17.8M | 11.96% | 103,933 | Added |
| 2 | CWB | SPDR SER TR | $17.5M | 11.79% | 258,653 | Added |
| 3 | DLR | DIGITAL RLTY TR INC | $12.6M | 8.48% | 104,297 | Added |
| 4 | VGT | VANGUARD WORLD FDS | $10.5M | 7.07% | 25,367 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $10.5M | 7.03% | 82,285 | Added |
| 6 | COST | COSTCO WHSL CORP NEW | $9.4M | 6.30% | 16,589 | Added |
| 7 | IRM | IRON MTN INC DEL | $8.2M | 5.48% | 137,107 | Trimmed |
| 8 | K | KELLANOVA | $7.4M | 4.98% | 124,580 | Added |
| 9 | VTV | VANGUARD INDEX FDS | $6.5M | 4.38% | 47,293 | Added |
| 10 | MSFT | MICROSOFT CORP | $6.2M | 4.19% | 19,743 | Trimmed |
| 11 | IHI | ISHARES TR | $5.4M | 3.63% | 111,453 | Trimmed |
| 12 | F | FORD MTR CO DEL | $4.7M | 3.15% | 377,831 | Added |
| 13 | VCIT | VANGUARD SCOTTSDALE FDS | $4.4M | 2.94% | 57,494 | Added |
| 14 | QQQ | INVESCO QQQ TR | $4.3M | 2.91% | 12,086 | Added |
| 15 | VZ | VERIZON COMMUNICATIONS INC | $2.6M | 1.78% | 81,652 | Trimmed |
| 16 | NAC | NUVEEN CA QUALTY MUN INCOME | $2.2M | 1.51% | 232,655 | Added |
| 17 | GSL | GLOBAL SHIP LEASE INC NEW | $2.2M | 1.50% | 121,456 | Trimmed |
| 18 | MDT | MEDTRONIC PLC | $2.0M | 1.36% | 25,866 | Trimmed |
| 19 | TLRY | TILRAY BRANDS INC | $1.9M | 1.26% | 786,013 | Trimmed |
| 20 | QCOM | QUALCOMM INC | $1.3M | 0.88% | 11,792 | Trimmed |
| 21 | DIA | SPDR DOW JONES INDL AVERAGE | $1.3M | 0.87% | 3,857 | Trimmed |
| 22 | INTC | INTEL CORP | $1.1M | 0.71% | 29,586 | Trimmed |
| 23 | ICVT | ISHARES TR | $1.0M | 0.70% | 14,033 | Hold |
| 24 | NEP | NEXTERA ENERGY PARTNERS LP | $1.0M | 0.69% | 34,485 | Trimmed |
| 25 | VIGI | VANGUARD WHITEHALL FDS | $907,032 | 0.61% | 12,716 | Trimmed |
Source: SEC Form 13F filings · as of 2023-09-30