HoldingsChannel.com
Carmichael Hill & Associates Inc. Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
APPLE INC      $7,460
     AAPL24,105+1,919$7,078
     Call1,300+1,300$382
SCHWAB STRATEGIC TR 73,691 +9,335 $5,665
     SCHB73,691+9,335$5,665
MICROSOFT CORP      $5,220
     MSFT32,801+562$5,173
     Call300+300$47
BERKSHIRE HATHAWAY INC DEL      $5,041
     BRK.B21,758-347$4,928
     Call500+500$113
JOHNSON & JOHNSON 24,821 -105 $3,621
     JNJ24,821-105$3,621
SPDR SERIES TRUST (SDY) 29,508 +1,401 $3,174
     SDY29,508+1,401$3,174
VANGUARD WORLD FDS (VGT) 12,732 +164 $3,117
     VGT12,732+164$3,117
VANGUARD INDEX FDS (VXF) 21,366 +115 $2,692
     VXF21,366+115$2,692
SCHWAB STRATEGIC TR 71,863 +3,235 $2,417
     SCHF71,863+3,235$2,417
SCHWAB STRATEGIC TR 30,880 +1,483 $2,336
     SCHA30,880+1,483$2,336
AMAZON COM INC      $2,317
     AMZN754+155$1,393
     Call500+500$924
ALPHABET INC      $2,277
     GOOGL1,300+98$1,741
     Call400+400$536
SCHWAB STRATEGIC TR 36,603 +1,114 $2,202
     SCHM36,603+1,114$2,202
MCDONALDS CORP      $2,187
     MCD10,567+557$2,088
     Call500+500$99
INVESCO EXCHANGE TRADED FD T (RSP) 18,776 +136 $2,173
     RSP18,776+136$2,173
PROCTER & GAMBLE CO 16,568 +191 $2,069
     PG16,568+191$2,069
COHEN & STEERS LTD DUR PFD I 75,220 +3,137 $1,972
     LDP75,220+3,137$1,972
AT&T INC 48,370 +3,869 $1,890
     T48,370+3,869$1,890
VANGUARD INDEX FDS (VB) 11,284 +116 $1,869
     VB11,284+116$1,869
VERIZON COMMUNICATIONS INC 29,566 +461 $1,815
     VZ29,566+461$1,815
VANGUARD GROUP (VIG) 14,264 -536 $1,778
     VIG14,264-536$1,778
BOEING CO 5,035 +66 $1,640
     BA5,035+66$1,640
SCHWAB STRATEGIC TR 20,050 +1,740 $1,540
     SCHX20,050+1,740$1,540
CISCO SYS INC 29,432 -508 $1,412
     CSCO29,432-508$1,412
VANGUARD INDEX FDS (VTI) 8,237 -902 $1,348
     VTI8,237-902$1,348
VANGUARD INTL EQUITY INDEX F (VEU) 23,410 -237 $1,258
     VEU23,410-237$1,258
VANGUARD WORLD FDS (VHT) 6,395 +344 $1,226
     VHT6,395+344$1,226
VANGUARD SCOTTSDALE FDS (VONG) 6,592 +830 $1,193
     VONG6,592+830$1,193
VANGUARD INDEX FDS (VO) 6,649 -50 $1,185
     VO6,649-50$1,185
INTEL CORP 19,429 +218 $1,163
     INTC19,429+218$1,163
ISHARES TR (IJH) 5,529 +318 $1,138
     IJH5,529+318$1,138
PEPSICO INC 7,579 -14 $1,036
     PEP7,579-14$1,036
VANGUARD WHITEHALL FDS INC (VYM) 11,051 +1,872 $1,036
     VYM11,051+1,872$1,036
UNITED TECHNOLOGIES CORP 6,595 +256 $988
     UTX6,595+256$988
JPMORGAN CHASE & CO 7,069 +2 $985
     JPM7,069+2$985
BAXTER INTL INC      $982
     Call11,500+11,500$962
     BAX244+244$20
ISHARES TR (IJK) 4,107 -78 $978
     IJK4,107-78$978
EXXON MOBIL CORP 13,565 -181 $947
     XOM13,565-181$947
SCHWAB STRATEGIC TR 33,904 +671 $928
     SCHE33,904+671$928
NUVEEN MARYLAND QLT MUN INC 67,691 +9,070 $910
     NMY67,691+9,070$910
COSTCO WHSL CORP NEW      $891
     COST2,631UNCH$773
     Call400+400$118
HOME DEPOT INC      $866
     HD2,467+124$539
     Call1,500+1,500$327
SCHWAB STRATEGIC TR 14,530 +2,406 $842
     SCHD14,530+2,406$842
SCHWAB STRATEGIC TR 9,044 -837 $840
     SCHG9,044-837$840
ISHARES TR (PFF) 22,322 +2,933 $839
     PFF22,322+2,933$839
LOCKHEED MARTIN CORP 2,139 -80 $833
     LMT2,139-80$833
WALMART INC      $795
     WMT5,693+106$677
     Call1,000+1,000$118
VANGUARD INDEX FDS (VOE) 6,642 -197 $792
     VOE6,642-197$792
ALTRIA GROUP INC 15,687 -258 $783
     MO15,687-258$783
INVESCO QQQ TR 3,614 +104 $768
     QQQ3,614+104$768

See Full List: All Stocks Held By Carmichael Hill & Associates Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Carmichael Hill & Associates Inc.

Size ($ in 1000's)
At 12/31/2019: $140,905
At 09/30/2019: $101,266

Carmichael Hill & Associates Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Carmichael Hill & Associates Inc. 13F filings. Link to 13F filings: SEC filings

Carmichael Hill & Associates Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.