Hall Private Wealth Advisors 13F Holdings

CIK 0001744091 · Solana Beach, CA

As of Sep 30, 2023, Hall Private Wealth Advisors reported 39 positions worth 48.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology103,933 7.8M11.96%
STATE STREET(R) SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETFCWB—258,653 7.5M11.79%
DIGITAL REALTY TRUST INCDLRReal Estate104,297 2.6M8.48%
VANGUARD INFORMATION TECHNOLOGY INDEX FUNDVGT—25,367 0.5M7.07%
AMAZON.COM INCAMZNEquity82,285 0.5M7.03%
COSTCO WHOLESALE CORPCOSTConsumer Defensive16,589$9.4M6.30%
IRON MOUNTAIN INCIRMReal Estate137,107$8.2M5.48%
KELLANOVAKConsumer Defensive124,580$7.4M4.98%
VANGUARD VALUE INDEX FUNDVTV—47,293$6.5M4.38%
MICROSOFT CORPMSFTTechnology19,743$6.2M4.19%
ISHARES US MEDICAL DEVICES ETFIHI—111,453$5.4M3.63%
FORD MOTOR COFConsumer Cyclical377,831$4.7M3.15%
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUNDVCIT—57,494$4.4M2.94%
INVESCO QQQ TRUST SERIES 1QQQ—12,086$4.3M2.91%
VERIZON COMMUNICATIONS INCBACCommunication Services81,652$2.6M1.78%
NUVEEN CALIFORNIA QUALITY MUNICIPAL INCOME FUNDNAC—232,655$2.2M1.51%
GLOBAL SHIP LEASE INCGSLIndustrials121,456$2.2M1.50%
MEDTRONIC PLCMDTHealthcare25,866$2.0M1.36%
TILRAY BRANDS INCTLRYHealthcare786,013 .9M1.26%
QUALCOMM INCQCOMTechnology11,792 .3M0.88%
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTDIA—3,857 .3M0.87%
INTEL CORPINTCTechnology29,586 .1M0.71%
ISHARES CONVERTIBLE BOND ETFICVT—14,033 .0M0.70%
XPLR INFRASTRUCTURE LPXIFRUtilities34,485 .0M0.69%
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUNDVIGI—12,716$907.0K0.61%