HolderBook

Hall Private Wealth Advisors

Reported holdings as of Q3 2023, from 11 quarterly filings.

This filer last reported in Q3 2023; the most recent quarter on file across all filers is Q2 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.

CIK
1744091
Reported value
$148.8M
Positions
39
Top 10 weight
71.7%
Filed
2023-11-15
Days after quarter end
46

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
APPLE INCAAPL$17.8M103,93311.96%+3.69pp11q+31.7%+$4.3M
SPDR SERIES TRUSTCWB$17.5M258,65311.79%+2.25pp11q+2.5%+$432.0K
DIGITAL RLTY TR INCDLR$12.6M104,2978.48%+2.12pp10q+0.9%+$113.8K
VANGUARD WORLD FDVGT$10.5M25,3677.07%+0.85pp11q-2.6%-$283.0K
AMAZON COM INCAMZN$10.5M82,2857.03%+1.29pp11q+1.0%+$100.7K
COSTCO WHOLESALE CORPORATIONCOST$9.4M16,5896.30%+1.72pp4q+5.5%+$487.6K
IRON MTN INC DELIRM$8.2M137,1075.48%-0.24pp11q-26.4%-$2.9M
KELLOGG COK$7.4M124,5804.98%+0.70pp3q+6.0%+$418.9K
VANGUARD INDEX FDSVTV$6.5M47,2934.38%+1.14pp4q+12.1%+$705.2K
MICROSOFT CORPMSFT$6.2M19,7434.19%+0.54pp11q-0.5%-$32.5K
ISHARES TRIHI$5.4M111,4533.63%-2.24pp11q-42.1%-$3.9M
FORD MTR COF$4.7M377,8313.15%+0.14pp11q+2.5%+$115.1K
VANGUARD SCOTTSDALE FDSVCIT$4.4M57,4942.94%+0.62pp6q+6.0%+$248.6K
INVESCO QQQ TRQQQ$4.3M12,0862.91%+0.76pp2q+12.1%+$467.2K
VERIZON COMMUNICATIONS INCVZ$2.6M81,6521.78%-0.73pp11q-34.7%-$1.4M
NUVEEN CA DIVI ADV MUNNAC$2.2M232,6551.51%+0.56pp11q+44.9%+$696.1K
GLOBAL SHIP LEASE INCGSL$2.2M121,4561.50%-0.17pp8q-23.8%-$694.0K
MEDTRONIC PLCMDT$2.0M25,8661.36%-0.88pp11q-44.9%-$1.7M
TILRAY BRANDS INCTLRY$1.9M786,0131.26%+0.59pp11q-2.0%-$38.8K
QUALCOMM INCQCOM$1.3M11,7920.88%-0.47pp11q-43.9%-$1.0M
STATE STR SPDR DOW JONES INDDIA$1.3M3,8570.87%+0.14pp5q-1.6%-$20.4K
INTEL CORPINTC$1.1M29,5860.71%-0.59pp9q-58.8%-$1.5M
ISHARES TRICVT$1.0M14,0330.70%+0.12pp4qHELD
XPLR INFRASTRUCTURE LPXIFR$1.0M34,4850.69%-3.79pp10q-75.6%-$3.2M
VANGUARD WHITEHALL FDSVIGI$907.0K12,7160.61%+0.06pp4q-5.8%-$55.9K
EQUINIX INCEQIX$830.1K1,1430.56%+0.07pp4qHELD
NOKIA CORPNOK$800.1K213,9430.54%-0.22pp11q-36.5%-$460.9K
HOME DEPOT INCHD$602.5K1,9940.40%+0.07pp3qHELD
DISNEY WALT CODIS$596.9K7,3650.40%+0.04pp5q-2.4%-$14.6K
ISHARES TRCMF$460.8K8,4020.31%+0.10pp5q+24.2%+$89.8K
WELLS FARGO & COWFC$396.3K9,7000.27%-newNEW
AFFIRM HLDGS INCAFRM$372.2K17,5000.25%+0.08pp9q-12.5%-$53.2K
TRUIST FINL CORPTFC$364.1K12,7260.24%-0.02pp4q-21.0%-$97.0K
RIVIAN AUTOMOTIVE INCRIVN$303.5K12,5000.20%+0.02pp3q-37.5%-$182.1K
ASML HLDG NVASML$290.2K4930.20%-0.19pp5q-50.3%-$293.7K
ANHEUSER BUSCH INBEV SA/NVBUD$273.1K4,9380.18%-0.36pp11q-72.4%-$715.7K
MCDONALDS CORPMCD$258.7K9820.17%+0.01pp3q-1.5%-$4.0K
ENVIVA INCEVVAQ$144.4K19,3320.10%-0.59pp7q-83.6%-$733.8K
NEKTAR THERAPEUTICSNKTR$6.0K10,0000.00%-newNEW

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Real Estate 14.5%Retail & Consumer 13.9%Computer Hardware 12.0%Funds & ETFs 5.3%Software & IT Services 4.2%Autos & Aerospace 3.4%Telecom & Media 2.2%Semiconductors & Electronics 2.1%Other sectors 6.0%Not classified 36.5%
 
SectorValueShare
Real Estate$21.6M14.5%
Retail & Consumer$20.7M13.9%
Computer Hardware$17.8M12.0%
Funds & ETFs$7.9M5.3%
Software & IT Services$6.2M4.2%
Autos & Aerospace$5.0M3.4%
Telecom & Media$3.2M2.2%
Semiconductors & Electronics$3.2M2.1%
Other sectors$8.9M6.0%
Not classified$54.3M36.5%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q3 2023$148.8M3921222971.7%46
Q2 2023$185.0M4612117762.4%17
Q1 2023$192.0M5261919254.0%18
Q4 2022$175.9M48101220260.0%23
Q3 2022$173.7M404255561.3%31
Q2 2022$178.2M41122151060.6%20
Q1 2022$187.3M507287360.9%32
Q4 2021$161.0M46514171061.6%28
Q3 2021$156.8M5171523857.5%43
Q2 2021$153.6M52111918456.3%47
Q4 2020$121.3M45000064.1%70

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.