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  Name: Hall Private Wealth Advisors
  City: Solana Beach
  State: CA
  Zip: 92075
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-09-30
  Total Value : $148,778,000
  Total Value Change : $-36,237,000
  Securities Held Change : -7
   
All Securities Held : 39
  New Positions : 2
  Closed Positions : 9
  Increased Positions : 12
  Unchanged Positions : 3
  Decreased Positions : 22

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Holdings Found : 3     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ICVT)1 Year Chart         ICVT Ishares Convertible Bond Etf 23 - $0.00 $1,041,000 14,033 0.7% -31,000 0 0.012    N/A
   (EQIX)1 Year Chart         EQIX Equinix Inc 26 - $762.98 $830,000 1,143 0.56% -66,000 0 0.001    Telecom Services - Do...
   (HD)1 Year Chart         HD Home Depot Inc 28 - $334.87 $603,000 1,994 0.41% -16,000 0 0    Home Improvement Stores

      3 Records Found
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