Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Adams Hall Wealth Advisors, LLC (CIK 1570999) reported $902.0M across 353 reported positions in its SEC 13F filing for 2014-06-30. Largest positions: VNQ ($77.2M, 8.56%), BIDU ($63.3M, 7.02%), IVV ($41.2M, 4.57%), EFA ($35.7M, 3.96%), MWE ($28.6M, 3.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VNQ | VANGUARD INDEX FDS | $77.2M | 8.56% | 1.0M | New |
| 2 | BIDU | BAIDU INC | $63.3M | 7.02% | 338,919 | New |
| 3 | IVV | ISHARES | $41.2M | 4.57% | 209,100 | New |
| 4 | EFA | ISHARES | $35.7M | 3.96% | 522,468 | New |
| 5 | MWE | MARKWEST ENERGY PARTNERS L P | $28.6M | 3.18% | 400,175 | New |
| 6 | IJH | ISHARES | $21.0M | 2.33% | 146,787 | New |
| 7 | EMDD | EGA EMERGING GLOBAL SHS TR | $19.8M | 2.19% | 840,720 | New |
| 8 | SPY | SPDR S&P 500 ETF TR | $18.1M | 2.01% | 106,514 | New |
| 9 | PRFZ | POWERSHARES ETF TRUST | $17.9M | 1.99% | 177,880 | New |
| 10 | BKLN | POWERSHARES ETF TRUST II | $17.6M | 1.95% | 708,532 | New |
| 11 | AAPL | APPLE INC | $16.1M | 1.78% | 172,759 | New |
| 12 | AN | AUTONATION INC | $15.3M | 1.70% | 256,549 | New |
| 13 | XOM | EXXON MOBIL CORP | $13.8M | 1.53% | 176,757 | New |
| 14 | PCL | PLUM CREEK TIMBER CO INC | $13.2M | 1.46% | 292,917 | New |
| 15 | WY | WEYERHAEUSER CO | $11.8M | 1.31% | 356,024 | New |
| 16 | WMB | WILLIAMS COS INC DEL | $11.6M | 1.29% | 199,262 | New |
| 17 | UPS | UNITED PARCEL SERVICE INC | $11.4M | 1.27% | 111,142 | New |
| 18 | IWD | ISHARES | $11.4M | 1.27% | 112,993 | New |
| 19 | EEMV | ISHARES | $10.6M | 1.18% | 176,844 | New |
| 20 | HRL | HORMEL FOODS CORP | $9.2M | 1.02% | 186,006 | New |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $9.0M | 1.00% | 71,021 | New |
| 22 | AMJ | JPMORGAN CHASE & CO | $8.7M | 0.97% | 166,812 | New |
| 23 | EEM | ISHARES | $7.8M | 0.87% | 181,588 | New |
| 24 | HPY | HEARTLAND PMT SYS INC | $7.8M | 0.87% | 189,973 | New |
| 25 | IWR | ISHARES | $7.4M | 0.83% | 45,783 | New |
Source: SEC Form 13F filings · as of 2014-06-30