Hall Private Wealth Advisors

13F Filings History

Latest 13F report
Q3 2023 - Nov 15, 2023
Value $
$149M
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 $149M as of Q3 2023. Top holdings included AAPL, CWB, DLR, VGT, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2023 39 $149M +$8.56M -$33.1M -$24.5M AAPL, CWB, DLR, VGT, AMZN 13F-HR 11/14/2023, 08:39 PM
Q2 2023 46 $185M +$28.4M -$42.5M -$14.1M CWB, AAPL, DLR, VGT, IHI 13F-HR 7/14/2023, 06:28 PM
Q1 2023 52 $192M +$19.2M -$11.9M +$7.22M CWB, AAPL, IHI, ATVI, IRM 13F-HR 4/18/2023, 06:05 AM
Q4 2022 48 $176M +$16.3M -$24.4M -$8.06M CWB, IRM, GILD, IHI, AAPL 13F-HR 1/20/2023, 09:35 PM
Q3 2022 40 $174M +$11.4M -$3.82M +$7.58M CWB, AAPL, IRM, IHI, NEP 13F-HR 10/31/2022, 11:37 AM
Q2 2022 41 $178M +$49.5M -$25.8M +$23.7M CWB, IRM, IHI, NEP, AAPL 13F-HR 7/20/2022, 11:42 AM
Q1 2022 50 $187M +$30.8M -$3.18M +$27.6M IRM, CWB, IHI, AAPL, ABBV 13F-HR 5/2/2022, 01:28 PM
Q4 2021 46 $161M +$6.78M -$11.7M -$4.95M IHI, IRM, CWB, AAPL, ABBV 13F-HR 1/28/2022, 10:15 AM
Q3 2021 51 $157M +$49.1M -$32.7M +$16.4M IHI, CWB, IRM, NEP, GILD 13F-HR 11/12/2021, 06:29 AM
Q2 2021 52 $154M +$29.8M -$11.1M +$18.7M IRM, CWB, IHI, AMZN, AAPL 13F-HR 8/16/2021, 06:08 AM
Q4 2020 45 $121M $0 $0 CWB, IHI, AAPL, IRM, AMZN 13F-HR 3/10/2021, 06:19 PM