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  Name: Hall Private Wealth Advisors
  City: Solana Beach
  State: CA
  Zip: 92075
   
Achive data
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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 : 12     View All Holdings Currently Viewing:  Increased 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
   (AAPL)1 Year Chart         AAPL Apple Inc 1 - $189.72 $17,794,000 103,933 11.96% 2,485,000 25,009 0.001    Personal Computers
   (CWB)1 Year Chart         CWB SPDR Barclays Capital Conve... 2 - $72.63 $17,537,000 258,653 11.79% -110,000 6,371 0.343    N/A
   (DLR)1 Year Chart         DLR Digital Realty Trust Inc 3 - $144.64 $12,622,000 104,297 8.48% 853,000 940 0.034    REIT - Diversified
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 5 - $185.99 $10,460,000 82,285 7.03% -163,000 792 0.001    Internet Software & S...
   (COST)1 Year Chart         COST Costco Wholesale Corp 6 - $787.04 $9,372,000 16,589 6.3% 905,000 863 0.004    Discount, Variety Stores
   (K)1 Year Chart         K Kellanova 8 - $61.83 $7,414,000 124,580 4.98% -508,000 7,039 0.036    Food - Major Diversified
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 9 - $163.36 $6,523,000 47,293 4.38% 529,000 5,113 0.009    Closed - End Fund - E...
   (F)1 Year Chart         F Ford Motor Co 12 - $12.50 $4,693,000 377,831 3.15% -883,000 9,264 0.01    Auto Manufacturers
   (VCIT)1 Year Chart         VCIT Vanguard Intermediate-Term 13 - $79.94 $4,368,000 57,494 2.94% 83,000 3,272 0.014    Closed - End Fund - Debt
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 14 - $452.90 $4,330,000 12,086 2.91% 347,000 1,304 0.003    Closed - End Fund - Debt
   (NAC)1 Year Chart         NAC Nuveen California Dividend ... 16 - $11.08 $2,245,000 232,655 1.51% 492,000 72,136 0.16    Closed - End Fund - E...
   (CMF)1 Year Chart         CMF iShares S&P CA AMT-Free Mun... 30 - $57.26 $461,000 8,402 0.31% 76,000 1,637 0.03    N/A
      12 Records Found
  1    
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