Hall Private Wealth Advisors Portfolio Holdings by Sector
Hall Private Wealth Advisors
- $149 Million
- Q3 2023
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
CWB VGT VTV IHI VCIT QQQ DIA ICVT 10 stocks |
$52,385
35.21% of portfolio
|
5
|
4
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
DLR IRM EQIX 3 stocks |
$21,603
14.52% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$17,794
11.96% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$10,460
7.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$9,372
6.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
K 1 stocks |
$7,413
4.98% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT AFRM 2 stocks |
$6,605
4.44% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
F RIVN 2 stocks |
$4,995
3.36% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ 1 stocks |
$2,646
1.78% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
QCOM INTC 2 stocks |
$2,360
1.59% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
NAC 1 stocks |
$2,245
1.51% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Marine Shipping | Industrials
GSL 1 stocks |
$2,227
1.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT 1 stocks |
$2,026
1.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
TLRY 1 stocks |
$1,878
1.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
NEP 1 stocks |
$1,024
0.69% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
NOK 1 stocks |
$800
0.54% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$602
0.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$596
0.4% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
WFC 1 stocks |
$396
0.27% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
TFC 1 stocks |
$364
0.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$290
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
BUD 1 stocks |
$273
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$258
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Lumber & Wood Production | Basic Materials
EVA 1 stocks |
$144
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NKTR 1 stocks |
$6
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|