CIK: 0001570999
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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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.
No holding changes 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% | — | — | — |
Not enough priced holdings yet to compute performance
Not enough data yet to compute personality scores
Not enough sector-mapped data yet
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2014-06-30 | 2014-08-14 | 13F-HR | View on EDGAR |
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