StockDriftsStockDriftsTop 39 Hall Private Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 11.96% | 103.9K | $17.8M | +31.69%(+25.01K) | — | 2023-09-30 | |
| CWB | SPDR SER TR | 11.79% | 258.7K | $17.5M | +2.53%(+6.37K) | — | 2023-09-30 | |
| DLR | DIGITAL RLTY TR INC | 8.48% | 104.3K | $12.6M | +0.91%(+940) | — | 2023-09-30 | |
| VGT | VANGUARD WORLD FDS | 7.07% | 25.4K | $10.5M | -2.62%(-682) | — | 2023-09-30 | |
| AMZN | AMAZON COM INC | 7.03% | 82.3K | $10.5M | +0.97%(+792) | — | 2023-09-30 | |
| COST | COSTCO WHSL CORP NEW | 6.3% | 16.6K | $9.4M | +5.49%(+863) | — | 2023-09-30 | |
| IRM | IRON MTN INC DEL | 5.48% | 137.1K | $8.2M | -26.43%(-49.25K) | — | 2023-09-30 | |
| K | KELLANOVA | 4.98% | 124.6K | $7.4M | +5.99%(+7.04K) | — | 2023-09-30 | |
| VTV | VANGUARD INDEX FDS | 4.38% | 47.3K | $6.5M | +12.12%(+5.11K) | — | 2023-09-30 | |
| MSFT | MICROSOFT CORP | 4.19% | 19.7K | $6.2M | -0.52%(-103) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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