AH
Adams Hall Wealth Advisors, LLC Historical SEC 13F Holdings & Archive (Q2 2014)
Adams Hall Wealth Advisors, LLCCIK: 0001570999
Diversified strategyLong-term holderQuality / disciplined sizing
Total reported value
$902.0M
Reporting period: 2014-06-30 · Number of holdings: 355
Adams Hall Wealth Advisors, LLC disclosed 355 holdings in its latest 13F filing for the period ending 2014-06-30, with total reported value of $902.0M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 9.1
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 44.72
- Diversification
- 100
- Sizing Uniformity
- 73.44
Adams Hall Wealth Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.023 — mathematically equivalent to about 44 equally-sized positions, well below its 355 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.66), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 16% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 355 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VNQ | Vanguard Real Estate ETF | ETF-Other | 8.56% | — | — | — |
| 2 | BIDU | Baidu Inc - Spon Adr | Stock-Comm Services | 7.02% | — | — | — |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.57% | — | — | — |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.96% | — | — | — |
| 5 | ✓ | MarkWest Energy | Stock-Other | 3.18% | — | — | — |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.33% | — | — | — |
| 7 | ✓ | Ega Emerging Global Shs Tr Egshare Em | Stock-Other | 2.19% | — | — | — |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.01% | — | — | — |
| 9 | ✓ | FTSE RAFI US 1500 Small Cap | Stock-Other | 1.99% | — | — | — |
| 10 | ✓ | Powershares | Stock-Other | 1.95% | — | — | — |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.78% | — | — | — |
| 12 | AN | Autonation Inc | Stock-Consumer Disc | 1.70% | — | — | — |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.53% | — | — | — |
| 14 | PLMKW | Plum Acquisition Corp. IV | Stock-Other | 1.46% | — | — | — |
| 15 | WY | Weyerhaeuser Co | Stock-Real Estate | 1.31% | — | — | — |
| 16 | WMB | Williams Cos Inc | Stock-Energy | 1.29% | — | — | — |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.27% | — | — | — |
| 18 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.27% | — | — | — |
| 19 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 1.18% | — | — | — |
| 20 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 1.02% | — | — | — |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.00% | — | — | — |
| 22 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-Large Cap & Growth | 0.97% | — | — | — |
| 23 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.87% | — | — | — |
| 24 | HTLD | Heartland Express, Inc. | Stock-Other | 0.87% | — | — | — |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.83% | — | — | — |
| 26 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-Other | 0.82% | — | — | — |
| 27 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.78% | — | — | — |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.76% | — | — | — |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | — | — | — |
| 30 | VHT | Vanguard Health Care ETF | ETF-Other | 0.71% | — | — | — |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.65% | — | — | — |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | — | — | — |
| 33 | TYGEUR | Tortoise Energy Infrastruct | Stock-Other | 0.57% | — | — | — |
| 34 | DFE | Wisdomtree Eur S/c Dividend | ETF-Other | 0.52% | — | — | — |
| 35 | COP | Conocophillips | Stock-Energy | 0.50% | — | — | — |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.50% | — | — | — |
| 37 | AEP | American Electric Power Company, Inc. | Stock-Utilities | 0.49% | — | — | — |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.47% | — | — | — |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | — | — | — |
| 40 | WFC | Wells Fargo & Co | Stock-Financials | 0.45% | — | — | — |
| 41 | KSUEUR | Kansas City Southern | Stock-Other | 0.44% | — | — | — |
| 42 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.44% | — | — | — |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.43% | — | — | — |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.43% | — | — | — |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.40% | — | — | — |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.40% | — | — | — |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.39% | — | — | — |
| 48 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-Tech | 0.39% | — | — | — |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.38% | — | — | — |
| 50 | FMC | Fmc CORP | Stock-Materials | 0.38% | — | — | — |
1–50 of 200
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Filing History
FAQ
What is Adams Hall Wealth Advisors, LLC and what type of investor is it?
Adams Hall Wealth Advisors, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2014-06-30), the firm manages a tracked equity portfolio valued at approximately $902.0M, spread across 355 disclosed positions.
What are Adams Hall Wealth Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Adams Hall Wealth Advisors, LLC's top holdings by market value are:
1. Vanguard Real Estate ETF (VNQ) — $77.2M (8.6%)
2. Baidu Inc - Spon Adr (BIDU) — $63.3M (7.0%)
3. Ishares Core S&p 500 ETF (IVV) — $41.2M (4.6%)
4. Ishares Msci Eafe ETF (EFA) — $35.7M (4.0%)
5. MarkWest Energy — $28.6M (3.2%)
What changes did Adams Hall Wealth Advisors, LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Adams Hall Wealth Advisors, LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Adams Hall Wealth Advisors, LLC focus on?
Adams Hall Wealth Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 19.9%
• Information Technology: 18.5%
• Energy: 17.8%
• Industrials: 13.3%
• Health Care: 11.8%
• Consumer Staples: 8.3%
Investment Profile
Adams Hall Wealth Advisors, LLC's portfolio is broadly diversified and long-term-holding.
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