Hall Private Wealth Advisors

Q3 2023 13F Holdings

  • Location
    san diego, CA
  • Num holdings

    39

  • Value ($000)

    $148,778

  • Date Filed
    11/15/2023
  • Form type
    13F-HR
  • CIK
    0001744091
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2023 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$17.79M
12 %

103,933

---

SPDR SER TR

BBG CONV SEC ETF
78464A359
$17.54M
12 %

258,653

FQI
FQI

DIGITAL RLTY TR INC

COM
253868103
$12.62M
9 %

104,297

---

VANGUARD WORLD FDS

INF TECH ETF
92204A702
$10.52M
7 %

25,367

AMZN
AMZN

AMAZON COM INC

COM
023135106
$10.46M
7 %

82,285

COST
COST

COSTCO WHSL CORP NEW

COM
22160K105
$9.37M
6 %

16,589

IRM
IRM

IRON MTN INC DEL

COM
46284V101
$8.15M
6 %

137,107

K
K

KELLANOVA

COM
487836108
$7.41M
5 %

124,580

VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$6.52M
4 %

47,293

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$6.23M
4 %

19,743

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