Hall Private Wealth Advisors
- SEC CIK
- 0001744091
- 最新申報
- 2023/11/15
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/16 申報。只含多頭部位。
- 持股檔數
- 52
- 2021 年第 1 季沒有申報
- 總值
- $1.54 億
- 2021 年第 1 季沒有申報
Hall Private Wealth Advisors 沒有申報 2021 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| IRMIron Mountain Inc | COM | 326,310 | $1,381 萬 | 9.0% | – | – | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 151,246 | $1,312 萬 | 8.5% | – | – | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 34,099 | $1,231 萬 | 8.0% | – | – | – |
| AMZNAmazon Com Inc | Stock | 2,430 | $836.0 萬 | 5.4% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 58,542 | $801.8 萬 | 5.2% | – | – | 歷史 |
| TAT&T Inc. | Stock | 241,750 | $695.8 萬 | 4.5% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 49,920 | $619.7 萬 | 4.0% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 83,018 | $610.8 萬 | 4.0% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 15,202 | $606.2 萬 | 3.9% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 37,716 | $552.9 萬 | 3.6% | – | – | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 76,467 | $550.6 萬 | 3.6% | – | – | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 9,699 | $541.7 萬 | 3.5% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 9,215 | $464.9 萬 | 3.0% | – | – | 歷史 |
| TLRYTilray Brands, Inc. | COM CL 2 | 234,384 | $423.8 萬 | 2.8% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 55,555 | $382.6 萬 | 2.5% | – | – | 歷史 |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 48,298 | $368.8 萬 | 2.4% | – | – | 歷史 |
| EXCExelon Corp | Stock | 79,943 | $354.2 萬 | 2.3% | – | – | 歷史 |
| SOSouthern Co | Stock | 57,585 | $348.4 萬 | 2.3% | – | – | 歷史 |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 42,200 | $336.9 萬 | 2.2% | – | – | – |
| GLWCorning Inc | COM | 77,336 | $316.3 萬 | 2.1% | – | – | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 23,316 | $308.5 萬 | 2.0% | – | – | – |
| SYYSysco Corp | Stock | 38,274 | $297.6 萬 | 1.9% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 33,298 | $186.6 萬 | 1.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 14,730 | $165.9 萬 | 1.1% | – | – | 歷史 |
| FFord Motor Co | Stock | 103,107 | $153.2 萬 | 1.0% | – | – | 歷史 |
| BSXBoston Scientific Corp | Stock | 30,405 | $130.0 萬 | 0.8% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 9,075 | $129.7 萬 | 0.8% | – | – | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 3,442 | $118.7 萬 | 0.8% | – | – | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 219,158 | $116.6 萬 | 0.8% | – | – | 歷史 |
| NACNuveen California Quality Municipal Income Fund | COM | 70,690 | $112.0 萬 | 0.7% | – | – | 歷史 |
| DOCUDocuSign, Inc. | Stock | 3,725 | $104.1 萬 | 0.7% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 10,802 | $102.7 萬 | 0.7% | – | – | – |
| Global X FDS37954Y707 | RENEWABLE ENERGY | 49,641 | $80.6 萬 | 0.5% | – | – | – |
| Vanguard Utilities ETF92204A876 | ETF | 4,171 | $57.9 萬 | 0.4% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,098 | $56.8 萬 | 0.4% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 5,440 | $53.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,273 | $50.1 萬 | 0.3% | – | – | – |
| NWLNewell Brands Inc. | Stock | 14,357 | $39.4 萬 | 0.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 550 | $37.4 萬 | 0.2% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 1,573 | $36.1 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 2,208 | $36.1 萬 | 0.2% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,070 | $34.8 萬 | 0.2% | – | – | – |
| XYZBlock, Inc. | CL A | 1,347 | $32.8 萬 | 0.2% | – | – | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 1,841 | $29.0 萬 | 0.2% | – | – | 歷史 |
| TAPMolson Coors Beverage Co | CL B | 5,209 | $28.0 萬 | 0.2% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 912 | $26.6 萬 | 0.2% | – | – | 歷史 |
| Sunpower Corp867652406 | COM | 8,310 | $24.3 萬 | 0.2% | – | – | – |
| U.S. Global Jets ETF26922A842 | ETF | 9,794 | $23.7 萬 | 0.2% | – | – | – |
| DLRDigital Realty Trust, Inc. | COM | 1,400 | $21.1 萬 | 0.1% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 1,058 | $20.2 萬 | 0.1% | – | – | 歷史 |
| UBXUnity Biotechnology, Inc. | COM | 18,500 | $8.60 萬 | 0.1% | – | – | 歷史 |
| AMPEAmpio Pharmaceuticals, Inc. | COM | 10,066 | $1.70 萬 | <0.1% | – | – | 歷史 |