Notify me when Hall Private Wealth Advisors files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2023 | 39 | $148,777,643 | +$8,558,900 | -$33,082,840 | -$24,523,940 | AAPL, CWB, DLR, VGT, AMZN | 13F-HR | 14 Nov 2023, 20:39 |
| Q2 2023 | 46 | $185,015,426 | +$28,409,374 | -$42,476,272 | -$14,066,898 | CWB, AAPL, DLR, VGT, IHI | 13F-HR | 14 Jul 2023, 18:28 |
| Q1 2023 | 52 | $191,975,130 | +$19,167,841 | -$11,948,312 | +$7,219,529 | CWB, AAPL, IHI, ATVI, IRM | 13F-HR | 18 Apr 2023, 06:05 |
| Q4 2022 | 48 | $175,875,866 | +$16,321,217 | -$24,382,425 | -$8,061,208 | CWB, IRM, GILD, IHI, AAPL | 13F-HR | 20 Jan 2023, 21:35 |
| Q3 2022 | 40 | $173,658,000 | +$11,394,072 | -$3,816,510 | +$7,577,562 | CWB, AAPL, IRM, IHI, NEP | 13F-HR | 31 Oct 2022, 11:37 |
| Q2 2022 | 41 | $178,155,000 | +$49,470,313 | -$25,752,585 | +$23,717,728 | CWB, IRM, IHI, NEP, AAPL | 13F-HR | 20 Jul 2022, 11:42 |
| Q1 2022 | 50 | $187,300,000 | +$30,782,632 | -$3,177,267 | +$27,605,365 | IRM, CWB, IHI, AAPL, ABBV | 13F-HR | 02 May 2022, 13:28 |
| Q4 2021 | 46 | $160,971,000 | +$6,781,011 | -$11,733,269 | -$4,952,258 | IHI, IRM, CWB, AAPL, ABBV | 13F-HR | 28 Jan 2022, 10:15 |
| Q3 2021 | 51 | $156,821,000 | +$49,116,667 | -$32,738,921 | +$16,377,746 | IHI, CWB, IRM, NEP, GILD | 13F-HR | 12 Nov 2021, 06:29 |
| Q2 2021 | 52 | $153,597,000 | +$29,777,755 | -$11,077,200 | +$18,700,555 | IRM, CWB, IHI, AMZN, AAPL | 13F-HR | 16 Aug 2021, 06:08 |
| Q4 2020 | 45 | $121,348,000 | $0 | $0 | $0 | CWB, IHI, AAPL, IRM, AMZN | 13F-HR | 10 Mar 2021, 18:19 |