Latest Hall Private Wealth Advisors Stock Portfolio
About Hall Private Wealth Advisors and 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).
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
Hall Private Wealth Advisors Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Hall Private Wealth Advisors
Last Reported on: 15 Nov, 2023| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| 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 | ||