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Home > Institutional Investor > Hall Private Wealth Advisors > Profile

Instuitional Investor - Hall Private Wealth Advisors

Fund Profile
Filing Period:
Fund Name: Hall Private Wealth Advisors
Portfolio Value $148,777,643
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 103,933 $17,794,357 11.96%
2.
Spdr Series Trust
 258,653 $17,536,673 11.78%
3.
Digital Realty Trust Inc.
 DLR 104,297 $12,622,023 8.48%
4.
Vanguard World Fund
 25,367 $10,524,624 7.07%
5.
Amazon Com Inc
 AMZN 82,285 $10,460,069 7.03%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)