13F Filings History of Hall Private Wealth Advisors

Latest 13F report
Q3 2023 - 15 Nov 2023
Value $
$148,777,643
Signature - Title
Russ Hall - Managing Director
Location
Waxhaw, NC
Summary
This page shows a list of all the recent 13F filings made by Hall Private Wealth Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Hall Private Wealth Advisors reported 39 stock holdings with total value $148,777,643 as of Q3 2023. Top holdings included AAPL, CWB, DLR, VGT, and AMZN.

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Holdings Value
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