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 | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Hall Private Wealth Advisors reports $148.78M in US-listed equity holdings across 39 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (12.0%), CWB (11.8%) and DLR (8.5%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hall Private Wealth Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1744091). View Hall Private Wealth Advisors’s 13F filings on SEC