News + Filings Holdings
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Hall Private Wealth Advisors
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Apple Inc.
| AAPL | Common | 78,924 | 4,379 | 15,308,805,000 | 15,298,613,000 | 8.27 | |
Hist
| 06/30/2023 |
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DIGITAL REALTY TRUST, INC.
| DLR | Common | 103,357 | 60,392 | 11,769,262,000 | 11,763,684,000 | 6.36 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VGT | Common | 26,049 | 13,838 | 11,517,615,000 | 11,513,628,000 | 6.23 | |
Hist
| 06/30/2023 |
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AMAZON COM INC
| AMZN | Common | 81,493 | 11,598 | 10,623,427,000 | 10,616,003,000 | 5.74 | |
Hist
| 06/30/2023 |
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Activision Blizzard, Inc.
| ATVI | STOCK | 122,858 | 6,686 | 10,356,929,000 | 10,347,884,000 | 5.60 | 0.02 |
Hist
| 06/30/2023 |
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NEXTERA ENERGY PARTNERS, LP
| NEP | Common | 141,419 | 2,561 | 8,292,810,000 | 8,282,512,000 | 4.48 | 0.16 |
Hist
| 06/30/2023 |
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MICROSOFT CORP
| MSFT | Common | 19,846 | 18,102 | 6,758,438,000 | 6,757,990,000 | 3.65 | 0.00 |
Hist
| 06/30/2023 |
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FORD MOTOR CO
| F | Common | 368,567 | 181,795 | 5,576,414,000 | 5,574,335,000 | 3.01 | |
Hist
| 06/30/2023 |
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VANGUARD SCOTTSDALE FUNDS
| VCIT | Common | 54,222 | 24,718 | 4,285,165,000 | 4,282,804,000 | 2.32 | |
Hist
| 06/30/2023 |
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Global Ship Lease, Inc.
| GSL | COM CL A | 159,297 | 4,751 | 3,090,362,000 | 3,087,809,000 | 1.67 | |
Hist
| 06/30/2023 |
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QUALCOMM INC/DE
| QCOM | Common | 21,029 | 6,095 | 2,503,292,000 | 2,501,384,000 | 1.35 | |
Hist
| 06/30/2023 |
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DOMINION ENERGY, INC
| D | Common | 42,579 | 38,765 | 2,205,166,000 | 2,204,862,000 | 1.19 | |
Hist
| 06/30/2023 |
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Enviva Inc.
| EVA | Common | 117,568 | 63,307 | 1,275,613,000 | 1,272,508,000 | 0.69 | |
Hist
| 06/30/2023 |
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Tilray Brands, Inc.
| TLRY | Common | 802,262 | 322,269 | 1,251,529,000 | 1,250,031,000 | 0.68 | 0.13 |
Hist
| 06/30/2023 |
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Affirm Holdings, Inc.
| AFRM | COM | 20,000 | 10,000 | 306,600,000 | 306,419,000 | 0.17 | |
Hist
| 06/30/2023 |
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STEM, INC.
| STEM | CL A | 17,793 | 2,818 | 101,776,000 | 101,669,000 | 0.06 | |
Hist
| 06/30/2023 |
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Danimer Scientific, Inc.
| DNMR | Stock | 37,306 | 4,138 | 88,788,000 | 88,637,000 | 0.05 | |
Hist
| 06/30/2023 |
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AppHarvest, Inc.
| APPH | Common | 41,842 | 9,736 | 15,482,000 | 15,370,000 | 0.01 | 0.03 |
Hist
| 06/30/2023 |
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