Hall Private Wealth Advisors
Q3 2023 13F Holdings
- Locationsan diego, CA
- Num holdings
39
- Value ($000)
$148,778
- Date Filed 11/15/2023
- Form type13F-HR
- CIK 0001744091
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
A APPLE INC | COM | 037833100 | $17.79M | 12 % | 103,933 | ||
SPDR SER TR | BBG CONV SEC ETF | 78464A359 | $17.54M | 12 % | 258,653 | ||
F DIGITAL RLTY TR INC | COM | 253868103 | $12.62M | 9 % | 104,297 | ||
VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | $10.52M | 7 % | 25,367 | ||
A AMAZON COM INC | COM | 023135106 | $10.46M | 7 % | 82,285 | ||
C COSTCO WHSL CORP NEW | COM | 22160K105 | $9.37M | 6 % | 16,589 | ||
I IRON MTN INC DEL | COM | 46284V101 | $8.15M | 6 % | 137,107 | ||
K KELLANOVA | COM | 487836108 | $7.41M | 5 % | 124,580 | ||
V VANGUARD INDEX FDS | VALUE ETF | 922908744 | $6.52M | 4 % | 47,293 | ||
M MICROSOFT CORP | COM | 594918104 | $6.23M | 4 % | 19,743 |
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