Hall Private Wealth Advisors

13F Portfolio Filings

  • Most recent 13F
    Q3 2023
  • Location
    san diego, CA
  • CIK
    0001744091
  • All SEC filings
Q3 2023
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

39

$148.78M
AAPL, SPDR SER TR, FQI, VANGUARD WORLD FDS
13F-HR
Nov 15, 2023
000121465923015179

46

$185.02M
SPDR SER TR, AAPL, FQI, VANGUARD WORLD FDS
13F-HR
Jul 17, 2023
000121465923009665

52

$191.98M
SPDR SER TR, AAPL, IHI, AIY
13F-HR
Apr 18, 2023
000121465923005530

48

$175.88M
SPDR SER TR, IRM, GILD, IHI
13F-HR
Jan 23, 2023
000121465923000974

40

$173.66M
SPDR SER TR, AAPL, IRM, IHI
13F-HR
Oct 31, 2022
000121465922012820

41

$178.16M
SPDR SER TR, IRM, IHI, NEP
13F-HR
Jul 20, 2022
000121465922009025

50

$187.30M
IRM, SPDR SER TR, IHI, AAPL
13F-HR
May 2, 2022
000121465922006095

46

$160.97M
IHI, IRM, SPDR SER TR, AAPL
13F-HR
Jan 28, 2022
000121465922001258

51

$156.82M
IHI, SPDR SER TR, IRM, NEP
13F-HR
Nov 12, 2021
000121465921011474

52

$153.60M
IRM, SPDR SER TR, IHI, AMZN
13F-HR
Aug 16, 2021
000121465921008559

45

$121.35M
SPDR SER TR, IHI, AAPL, IRM
13F-HR
Mar 11, 2021
000121465921002998
Hall Private Wealth Advisors 13F Filings