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Abel Hall, LLC

SEC CIK
0002013339
Latest filing
Jul 24, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 28, 2024. Long positions only.

Institution overview
Positions
122
No filing for Q3 2023
Portfolio value
$117.1M
No filing for Q3 2023
Filed
Feb 28, 2024
SEC

Abel Hall, LLC did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Abel Hall, LLC in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
Dimensional U.S. Core Equity 2 ETF25434V708ETF796,334$23.3M19.9%–––
Dimensional ETF Trust25434V799INTL CORE EQUITY332,940$8.50M7.3%–––
Dimensional ETF Trust25434V831US HIGH PROF ETF244,169$6.99M6.0%–––
Dimensional ETF Trust25434V815US SMALL CAP ETF235,120$6.85M5.8%–––
Dimensional ETF Trust25434V104US CORE EQT MKT183,660$6.11M5.2%–––
SPYSPDR S&P 500 ETF TrustETF8,148$3.87M3.3%––History
AAPLApple Inc.Stock17,113$3.29M2.8%––History
Dimensional ETF Trust25434V872CORE FIXE IN ETF76,639$3.25M2.8%–––
Dimensional ETF Trust25434V781INTL SMALL CAP V122,431$3.16M2.7%–––
MSFTMicrosoft CorpStock7,404$2.78M2.4%––History
Dimensional ETF Trust25434V765INTL HIGH PROFIT90,784$2.33M2.0%–––
Dimensional U.S. Targeted Value ETF25434V609ETF38,737$2.03M1.7%–––
Dimensional ETF Trust25434V732EMERGING MKTS CO74,754$1.87M1.6%–––
iShares MSCI USA Quality Factor ETF46432F339ETF9,725$1.43M1.2%–––
NVDANVIDIA CorpStock2,852$1.41M1.2%––History
AMZNAmazon Com IncStock9,101$1.38M1.2%––History
Dimensional ETF Trust25434V740EMERGING MKTS VA49,740$1.25M1.1%–––
XOMExxonMobil Holdings CorpCOM12,120$1.21M1.0%––History
Dimensional ETF Trust25434V757EMERGING MKTS HI48,453$1.17M1.0%–––
Dimensional ETF Trust25434V203INTL CORE EQT MK39,774$1.14M1.0%–––
iShares Core U.S. Aggregate Bond ETF464287226ETF9,664$959.2K0.8%–––
METAMeta Platforms, Inc.Stock2,359$835.0K0.7%––History
Dimensional ETF Trust25434V658GLOBAL REAL EST30,141$783.1K0.7%–––
GOOGLAlphabet Inc.Stock5,496$767.7K0.7%––History
GOOGAlphabet Inc.Stock5,126$722.4K0.6%––History
AVGOBroadcom Inc.Stock632$704.9K0.6%––History
BRK.BBerkshire Hathaway IncStock1,905$679.4K0.6%––History
ABBVAbbVie Inc.Stock4,242$657.4K0.6%––History
ETNEaton Corp plcStock2,542$612.1K0.5%––History
TSLATesla, Inc.Stock2,462$611.8K0.5%––History
JPMJPMorgan Chase & CoStock3,330$566.4K0.5%––History
MRKMerck & Co., Inc.Stock5,012$546.4K0.5%––History
SNYSanofiSPONSORED ADR10,932$543.6K0.5%––History
LLYEli Lilly & CoStock915$533.1K0.5%––History
NVONovo Nordisk A SADR5,045$521.9K0.4%––History
WFCWells Fargo & CompanyStock10,480$515.8K0.4%––History
TTETotalEnergies SESPONSORED ADS7,572$510.2K0.4%––History
Schwab Fundamental Emerging Markets Equity ETF808524730ETF18,180$493.4K0.4%–––
iShares Tr46434V647GLOBAL REIT ETF20,358$492.2K0.4%–––
UNHUnitedHealth Group IncStock927$488.0K0.4%––History
GSKGSK plcADR13,049$483.6K0.4%––History
SOSouthern CoStock6,458$452.9K0.4%––History
GIFIGulf Island Fabrication IncCOM103,771$449.3K0.4%––History
KOCoca Cola CoStock7,339$432.5K0.4%––History
ASMLASML Holding NVADR554$419.4K0.4%––History
LYBLyondellBasell Industries N.V.SHS - A -4,382$416.6K0.4%––History
VVisa Inc.Stock1,579$411.0K0.4%––History
CVXChevron CorpStock2,753$410.6K0.4%––History
Dimensional Emerging Core Equity Market ETF25434V302ETF16,849$406.2K0.3%–––
QCOMQualcomm IncStock2,788$403.2K0.3%––History
GILDGilead Sciences, Inc.Stock4,842$392.3K0.3%––History
MAMastercard IncStock914$389.8K0.3%––History
COPConocoPhillipsStock3,354$389.3K0.3%––History
RIORio Tinto PLCADR5,041$375.4K0.3%––History
Dimensional ETF Trust25434V864SHOR DUR FIX ETF7,826$367.9K0.3%–––
CSCOCisco Systems, Inc.Stock7,251$366.3K0.3%––History
MCDMcDonalds CorpStock1,229$364.3K0.3%––History
MMM3M CoStock3,222$352.2K0.3%––History
iShares Tr46434V456MSCI INTL QUALTY9,331$350.5K0.3%–––
TAT&T Inc.Stock20,280$340.3K0.3%––History
BABoeing CoStock1,297$338.1K0.3%––History
VZVerizon Communications IncStock8,837$333.2K0.3%––History
PRUPrudential Financial IncStock3,212$333.1K0.3%––History
PFEPfizer IncStock11,340$326.5K0.3%––History
ADCAgree Realty CorpCOM5,044$317.5K0.3%––History
NVSNovartis AGADR3,110$314.1K0.3%––History
DLRDigital Realty Trust, Inc.COM2,325$312.9K0.3%––History
LNCLincoln National CorpCOM11,400$307.5K0.3%––History
CMCSAComcast CorpStock6,993$306.6K0.3%––History
RVTRoyce Small-Cap Trust, Inc.COM20,000$291.2K0.2%––History
PEPPepsiCo IncStock1,692$287.4K0.2%––History
Dimensional ETF Trust25434V773INTL SMALL CAP E11,873$287.0K0.2%–––
SHELShell plcADR4,344$285.8K0.2%––History
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN5,425$284.9K0.2%–––
EPDEnterprise Products Partners L.P.Stock10,809$284.8K0.2%––History
ADBEAdobe Inc.Stock475$283.4K0.2%––History
HDHome Depot, Inc.Stock804$278.5K0.2%––History
TGTTarget CorpStock1,946$277.1K0.2%––History
CVSCVS Health CorpStock3,451$272.5K0.2%––History
RQICohen & Steers Quality Income Realty Fund IncCEF22,000$269.3K0.2%––History
ULUnilever PLCSPON ADR NEW5,525$267.9K0.2%––History
NFLXNetflix IncStock531$258.5K0.2%––History
KKellanovaStock4,584$256.3K0.2%––History
CRMSalesforce, Inc.Stock966$254.2K0.2%––History
COSTCostco Wholesale CorpStock382$252.0K0.2%––History
AZNAstraZeneca PLCSPONSORED ADR3,683$248.1K0.2%––History
SPGSimon Property Group Inc.REIT1,702$242.8K0.2%––History
BACBank of America CorpStock7,182$241.8K0.2%––History
BTOJohn Hancock Financial Opportunities FundSH BEN INT NEW8,000$240.6K0.2%––History
AMDAdvanced Micro Devices IncStock1,616$238.2K0.2%––History
MURMurphy Oil CorpCOM5,583$238.2K0.2%––History
SAPSAP SEADR1,528$236.2K0.2%––History
iShares Core MSCI Emerging Markets ETF46434G103ETF4,629$234.1K0.2%–––
WMTWalmart Inc.Stock1,476$232.7K0.2%––History
PGProcter & Gamble CoStock1,562$228.8K0.2%––History
CCitigroup IncStock4,368$224.7K0.2%––History
BHPBHP Group LtdADR3,275$223.7K0.2%––History
UNPUnion Pacific CorpStock909$223.3K0.2%––History
SMCISuper Micro Computer, Inc.COM782$222.3K0.2%––History
ORCLOracle CorpStock2,092$220.6K0.2%––History