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Latest Hall Private Wealth Advisors Stock Portfolio

$148Million

Equity Portfolio Value

Last Reported on: 15 Nov, 2023

About Hall Private Wealth Advisors and it’s 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Hall Private Wealth Advisors reported an equity portfolio of $148.8 Millions as of 30 Sep, 2023.

The top stock holdings of Hall Private Wealth Advisors are AAPL, BIL, DLR. The fund has invested 12% of it's portfolio in APPLE INC and 11.8% of portfolio in SPDR SER TR.

The fund managers got completely rid off ACTIVISION BLIZZARD INC (ATVI), DOMINION ENERGY INC (D) and GILEAD SCIENCES INC (GILD) stocks. They significantly reduced their stock positions in ENVIVA INC (EVA), NEXTERA ENERGY PARTNERS LP (NEP) and ANHEUSER BUSCH INBEV SA/NV. Hall Private Wealth Advisors opened new stock positions in WELLS FARGO CO NEW (WFC) and NEKTAR THERAPEUTICS (NKTR). The fund showed a lot of confidence in some stocks as they added substantially to NUVEEN CA QUALTY MUN INCOME, APPLE INC (AAPL) and ISHARES TR (AAXJ).

New Buys

Ticker	$ Bought
WELLS FARGO CO NEW	396,342
NEKTAR THERAPEUTICS	5,956

New stocks bought by Hall Private Wealth Advisors

Additions

Ticker	% Inc.
NUVEEN CA QUALTY MUN INCOME	44.94
APPLE INC	31.69
ISHARES TR	24.2
VANGUARD INDEX FDS	12.12
INVESCO QQQ TR	12.09
VANGUARD SCOTTSDALE FDS	6.03
KELLANOVA	5.99
COSTCO WHSL CORP NEW	5.49

Additions to existing portfolio by Hall Private Wealth Advisors

Reductions

Ticker	% Reduced
ENVIVA INC	-83.56
NEXTERA ENERGY PARTNERS LP	-75.62
ANHEUSER BUSCH INBEV SA/NV	-72.38
INTEL CORP	-58.77
ASML HOLDING N V	-50.3
MEDTRONIC PLC	-44.95
QUALCOMM INC	-43.93
ISHARES TR	-42.07

Hall Private Wealth Advisors reduced stake in above stock

Sold off

Ticker	$ Sold
ACTIVISION BLIZZARD INC	-10,356,900
DOMINION ENERGY INC	-2,205,170
APPHARVEST INC	-15,482
DANIMER SCIENTIFIC INC	-88,788
STEM INC	-101,776
GILEAD SCIENCES INC	-335,409
NVIDIA CORPORATION	-270,310
SPDR S&P 500 ETF TR	-208,078

Hall Private Wealth Advisors got rid off the above stocks

Current Stock Holdings of Hall Private Wealth Advisors

Last Reported on: 15 Nov, 2023

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	APPLE INC	11.96	103,933	17,794,400	ADDED	31.69
AAXJ	ISHARES TR	3.63	111,453	5,405,470	REDUCED	-42.07
AAXJ	ISHARES TR	0.31	8,402	460,766	ADDED	24.2
AFRM	AFFIRM HLDGS INC	0.25	17,500	372,225	REDUCED	-12.5
AGT	ISHARES TR	0.70	14,033	1,041,390	UNCHANGED	0.00
AMZN	AMAZON COM INC	7.03	82,285	10,460,100	ADDED	0.97
APPH	APPHARVEST INC	0.00	0.00	0.00	SOLD OFF	-100
ATVI	ACTIVISION BLIZZARD INC	0.00	0.00	0.00	SOLD OFF	-100
BIL	SPDR SER TR	11.79	258,653	17,536,700	ADDED	2.53
BLK	BLACKROCK INC	0.00	0.00	0.00	SOLD OFF	-100
BNDW	VANGUARD SCOTTSDALE FDS	2.94	57,494	4,368,390	ADDED	6.03
COST	COSTCO WHSL CORP NEW	6.30	16,589	9,372,120	ADDED	5.49
D	DOMINION ENERGY INC	0.00	0.00	0.00	SOLD OFF	-100
DIA	SPDR DOW JONES INDL AVERAGE	0.87	3,857	1,291,900	REDUCED	-1.56
DIS	DISNEY WALT CO	0.40	7,365	596,933	REDUCED	-2.39
DLR	DIGITAL RLTY TR INC	8.48	104,297	12,622,000	ADDED	0.91
DNMR	DANIMER SCIENTIFIC INC	0.00	0.00	0.00	SOLD OFF	-100
EQIX	EQUINIX INC	0.56	1,143	830,115	UNCHANGED	0.00
EVA	ENVIVA INC	0.10	19,332	144,410	REDUCED	-83.56
F	FORD MTR CO DEL	3.15	377,831	4,692,660	ADDED	2.51
GILD	GILEAD SCIENCES INC	0.00	0.00	0.00	SOLD OFF	-100
HD	HOME DEPOT INC	0.41	1,994	602,507	UNCHANGED	0.00
INTC	INTEL CORP	0.71	29,586	1,051,790	REDUCED	-58.77
IRM	IRON MTN INC DEL	5.48	137,107	8,151,010	REDUCED	-26.43
K	KELLANOVA	4.98	132,677	7,413,760	ADDED	5.99
MCD	MCDONALDS CORP	0.17	982	258,747	REDUCED	-1.5
MDT	MEDTRONIC PLC	1.36	25,866	2,026,860	REDUCED	-44.95
MSFT	MICROSOFT CORP	4.19	19,743	6,233,960	REDUCED	-0.52
NEP	NEXTERA ENERGY PARTNERS LP	0.69	34,485	1,024,200	REDUCED	-75.62
NKTR	NEKTAR THERAPEUTICS	0.00	10,000	5,956	NEW
NVDA	NVIDIA CORPORATION	0.00	0.00	0.00	SOLD OFF	-100
QCOM	QUALCOMM INC	0.88	11,792	1,309,620	REDUCED	-43.93
QQQ	INVESCO QQQ TR	2.91	12,086	4,330,050	ADDED	12.09
RIVN	RIVIAN AUTOMOTIVE INC	0.20	12,500	303,500	REDUCED	-37.5
SPY	SPDR S&P 500 ETF TR	0.00	0.00	0.00	SOLD OFF	-100
STEM	STEM INC	0.00	0.00	0.00	SOLD OFF	-100
TFC	TRUIST FINL CORP	0.24	12,726	364,091	REDUCED	-21.04
TLRY	TILRAY BRANDS INC	1.26	786,013	1,878,570	REDUCED	-2.03
VAW	VANGUARD WORLD FDS	7.07	25,367	10,524,600	REDUCED	-2.62
VIGI	VANGUARD WHITEHALL FDS	0.61	12,716	907,032	REDUCED	-5.8
VOO	VANGUARD INDEX FDS	4.38	47,293	6,523,120	ADDED	12.12
VZ	VERIZON COMMUNICATIONS INC	1.78	81,652	2,646,340	REDUCED	-34.67
WFC	WELLS FARGO CO NEW	0.27	9,700	396,342	NEW
	NUVEEN CA QUALTY MUN INCOME	1.51	232,655	2,245,120	ADDED	44.94
	GLOBAL SHIP LEASE INC NEW	1.50	121,456	2,227,500	REDUCED	-23.75
	NOKIA CORP	0.54	213,943	800,147	REDUCED	-36.55
	ASML HOLDING N V	0.20	493	290,209	REDUCED	-50.3
	ANHEUSER BUSCH INBEV SA/NV	0.18	4,938	273,071	REDUCED	-72.38