HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
$16,357 | ||
| AAPL | 94,786 | -1,177 | $16,254 |
| Call | 600 | +200 | $103 |
| MICROSOFT CORP |
$13,409 | ||
| MSFT | 31,171 | -258 | $13,114 |
| Call | 700 | -600 | $295 |
 SCHWAB STRATEGIC TR |
164,981 | +1,779 | $10,072 |
| SCHB | 164,981 | +1,779 | $10,072 |
| BERKSHIRE HATHAWAY INC DEL |
$8,372 | ||
| BRK.B | 19,809 | -268 | $8,330 |
| Call | 100 | UNCH | $42 |
| VANGUARD WORLD FD (VGT) |
13,424 | -40 | $7,039 |
| VGT | 13,424 | -40 | $7,039 |
| SCHWAB STRATEGIC TR |
105,961 | +2,321 | $6,576 |
| SCHX | 105,961 | +2,321 | $6,576 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
32,658 | +1,610 | $5,531 |
| RSP | 32,658 | +1,610 | $5,531 |
| SPDR SER TR (SDY) |
42,124 | -209 | $5,528 |
| SDY | 42,124 | -209 | $5,528 |
| ALPHABET INC |
$4,486 | ||
| GOOGL | 27,020 | -751 | $4,078 |
| Call | 2,700 | -7,500 | $408 |
| AMAZON COM INC |
$4,364 | ||
| AMZN | 16,294 | -1,275 | $2,939 |
| Call | 7,900 | -3,800 | $1,425 |
| VANGUARD INDEX FDS (VB) |
18,377 | +922 | $4,201 |
| VB | 18,377 | +922 | $4,201 |
| SCHWAB STRATEGIC TR |
102,433 | +1,666 | $3,997 |
| SCHF | 102,433 | +1,666 | $3,997 |
| VANGUARD MUN BD FDS (VTEB) |
78,259 | -1,875 | $3,960 |
| VTEB | 78,259 | -1,875 | $3,960 |
| VANGUARD WHITEHALL FDS (VYM) |
30,667 | -469 | $3,710 |
| VYM | 30,667 | -469 | $3,710 |
| VANGUARD INDEX FDS (VXF) |
20,206 | +202 | $3,541 |
| VXF | 20,206 | +202 | $3,541 |
| JOHNSON & JOHNSON |
$3,519 | ||
| JNJ | 21,444 | -360 | $3,392 |
| Call | 800 | UNCH | $127 |
| SCHWAB STRATEGIC TR |
42,264 | -120 | $3,442 |
| SCHM | 42,264 | -120 | $3,442 |
| SCHWAB STRATEGIC TR |
64,981 | -167 | $3,200 |
| SCHA | 64,981 | -167 | $3,200 |
| VANGUARD WORLD FD (VHT) |
11,761 | +77 | $3,182 |
| VHT | 11,761 | +77 | $3,182 |
| VANGUARD INDEX FDS (VO) |
12,644 | +551 | $3,159 |
| VO | 12,644 | +551 | $3,159 |
| MCDONALDS CORP |
$2,988 | ||
| MCD | 9,997 | +232 | $2,819 |
| Call | 600 | -400 | $169 |
| ISHARES TR (IVV) |
5,606 | -17 | $2,947 |
| IVV | 5,606 | -17 | $2,947 |
| VANGUARD SCOTTSDALE FDS (VONG) |
32,987 | +116 | $2,859 |
| VONG | 32,987 | +116 | $2,859 |
| VANGUARD INDEX FDS (VOO) |
5,861 | +793 | $2,818 |
| VOO | 5,861 | +793 | $2,818 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
15,362 | -13 | $2,805 |
| VIG | 15,362 | -13 | $2,805 |
| NVIDIA CORPORATION |
$2,640 | ||
| NVDA | 2,522 | -104 | $2,279 |
| Call | 400 | -200 | $361 |
| MASTERCARD INCORPORATED |
$2,466 | ||
| MA | 4,921 | -46 | $2,370 |
| Call | 200 | -300 | $96 |
| PROCTER AND GAMBLE CO |
14,944 | -125 | $2,425 |
| PG | 14,944 | -125 | $2,425 |
| ELI LILLY & CO |
$2,421 | ||
| LLY | 3,012 | +35 | $2,343 |
| Call | 100 | +100 | $78 |
| VANGUARD INDEX FDS (VTI) |
8,868 | -75 | $2,305 |
| VTI | 8,868 | -75 | $2,305 |
| COSTCO WHSL CORP NEW |
$2,257 | ||
| COST | 2,681 | -12 | $1,964 |
| Call | 400 | -200 | $293 |
| SCHWAB STRATEGIC TR |
19,823 | -504 | $1,838 |
| SCHG | 19,823 | -504 | $1,838 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
28,816 | +1,590 | $1,690 |
| VEU | 28,816 | +1,590 | $1,690 |
| SCHWAB STRATEGIC TR |
20,267 | -1,269 | $1,634 |
| SCHD | 20,267 | -1,269 | $1,634 |
| META PLATFORMS INC |
$1,594 | ||
| META | 2,982 | UNCH | $1,448 |
| Call | 300 | -700 | $146 |
| INVESCO QQQ TR |
3,466 | +20 | $1,539 |
| QQQ | 3,466 | +20 | $1,539 |
| VANGUARD INDEX FDS (VTV) |
9,370 | +152 | $1,526 |
| VTV | 9,370 | +152 | $1,526 |
| SCHWAB STRATEGIC TR |
58,560 | +599 | $1,479 |
| SCHE | 58,560 | +599 | $1,479 |
| JPMORGAN CHASE & CO |
$1,462 | ||
| JPM | 6,502 | -260 | $1,302 |
| Call | 800 | UNCH | $160 |
| HOME DEPOT INC |
$1,412 | ||
| HD | 3,281 | -82 | $1,259 |
| Call | 400 | -900 | $153 |
| VERIZON COMMUNICATIONS INC |
33,598 | -464 | $1,410 |
| VZ | 33,598 | -464 | $1,410 |
| PEPSICO INC |
7,603 | -58 | $1,331 |
| PEP | 7,603 | -58 | $1,331 |
| VANGUARD TAX MANAGED FDS (VEA) |
26,501 | -730 | $1,330 |
| VEA | 26,501 | -730 | $1,330 |
| INVESCO EXCH TRADED FD TR II (QQQM) |
7,155 | +339 | $1,307 |
| QQQM | 7,155 | +339 | $1,307 |
| ISHARES TR (IJK) |
14,230 | -215 | $1,298 |
| IJK | 14,230 | -215 | $1,298 |
| ALPHABET INC |
8,279 | -359 | $1,261 |
| GOOG | 8,279 | -359 | $1,261 |
| WALMART INC |
$1,259 | ||
| WMT | 19,433 | +12,986 | $1,169 |
| Call | 1,500 | +200 | $90 |
| CISCO SYS INC |
$1,258 | ||
| CSCO | 24,901 | -18 | $1,243 |
| Call | 300 | UNCH | $15 |
| MARRIOTT INTL INC NEW |
$1,251 | ||
| MAR | 4,655 | UNCH | $1,175 |
| Call | 300 | -300 | $76 |
| ISHARES TR (IJH) |
20,205 | +16,097 | $1,227 |
| IJH | 20,205 | +16,097 | $1,227 |
See Full List: All Stocks Held By Carmichael Hill & Associates Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Carmichael Hill & Associates Inc.
|
Size ($ in 1000's)
At 03/31/2024: $252,833 At 12/31/2023: $241,459 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 |
