HoldingsChannel.com
Rowland Carmichael Advisors Inc. ADV Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 130,036 -11,428 $21,276
     VTI130,036-11,428$21,276
SCHWAB STRATEGIC TR 471,760 UNCH $15,865
     SCHF471,760UNCH$15,865
VANGUARD INDEX FDS (VNQ) 127,160 -550 $11,799
     VNQ127,160-550$11,799
APPLE INC 29,880 -15 $8,584
     AAPL29,880-15$8,584
ISHARES TR (GOVT) 305,971 -19,150 $7,937
     GOVT305,971-19,150$7,937
ISHARES TR (FLOT) 146,672 -12,675 $7,469
     FLOT146,672-12,675$7,469
ISHARES TR (ACWI) 71,999 -27,093 $5,706
     ACWI71,999-27,093$5,706
PIMCO ETF TR (MINT) 55,771 -1,245 $5,666
     MINT55,771-1,245$5,666
ISHARES TR (QUAL) 43,063 +1,624 $4,349
     QUAL43,063+1,624$4,349
JP MORGAN EXCHANGE TRADED FD (JPST) 82,786 -7,342 $4,175
     JPST82,786-7,342$4,175
INVESCO EXCHANGE TRADED FD T (PRF) 29,564 -3,151 $3,746
     PRF29,564-3,151$3,746
WELLS FARGO CO NEW      $3,593
     WFC65,840-16$3,542
     WFC.PRL35UNCH$51
SPDR SERIES TRUST (SPLG) 93,598 -3,376 $3,540
     SPLG93,598-3,376$3,540
INVESCO EXCHANGE TRADED FD T (PRFZ) 23,915 -1,603 $3,269
     PRFZ23,915-1,603$3,269
SPDR SERIES TRUST (SPIB) 90,429 -17,140 $3,193
     SPIB90,429-17,140$3,193
VANGUARD INDEX FDS (VOO) 9,772 -1,248 $2,891
     VOO9,772-1,248$2,891
ISHARES US ETF TR (NEAR) 51,601 -27,687 $2,593
     NEAR51,601-27,687$2,593
SPDR SERIES TRUST (FLRN) 84,107 +1,318 $2,585
     FLRN84,107+1,318$2,585
VISA INC 13,310 -535 $2,501
     V13,310-535$2,501
BERKSHIRE HATHAWAY INC DEL      $2,145
     BRK.B9,469+1,314$2,145
ISHARES TR (AOM) 53,232 +8,644 $2,136
     AOM53,232+8,644$2,136
SPDR S&P 500 ETF TR (SPY) 6,454 -130 $2,077
     SPY6,454-130$2,077
STARBUCKS CORP 21,470 -886 $1,888
     SBUX21,470-886$1,888
EQUINIX INC 3,016 -195 $1,760
     EQIX3,016-195$1,760
MICROSOFT CORP 11,037 +132 $1,741
     MSFT11,037+132$1,741
W P CAREY INC 21,665 -3 $1,734
     WPC21,665-3$1,734
ALPHABET INC 1,274 -647 $1,706
     GOOGL1,274-647$1,706
ZIONS BANCORPORATION N A 30,461 -3,510 $1,582
     ZION30,461-3,510$1,582
SPDR INDEX SHS FDS (SPEM) 41,897 +7,437 $1,575
     SPEM41,897+7,437$1,575
JOHNSON & JOHNSON 10,586 +104 $1,544
     JNJ10,586+104$1,544
IQVIA HLDGS INC 9,872 -919 $1,525
     IQV9,872-919$1,525
INTEL CORP 23,512 +32 $1,407
     INTC23,512+32$1,407
LADDER CAP CORP 77,723 -4,902 $1,402
     LADR77,723-4,902$1,402
SPDR SERIES TRUST (XNTK) 16,336 -3,554 $1,334
     XNTK16,336-3,554$1,334
ISHARES TR (SIZE) 13,304 +13,304 $1,296
     SIZE13,304+13,304$1,296
DANAHER CORPORATION 8,263 -708 $1,268
     DHR8,263-708$1,268
FISERV INC 10,774 -919 $1,246
     FISV10,774-919$1,246
ARCONIC INC 40,324 -1,098 $1,241
     ARNC40,324-1,098$1,241
ABBOTT LABS 13,824 +197 $1,201
     ABT13,824+197$1,201
MORGAN STANLEY EM MKTS DM DE 169,723 -11,180 $1,186
     EDD169,723-11,180$1,186
ABERDEEN ASIA PACIFIC INCOM 278,997 -8,000 $1,186
     FAX278,997-8,000$1,186
SPDR SERIES TRUST (LGLV) 10,368 -11,280 $1,184
     LGLV10,368-11,280$1,184
VERIZON COMMUNICATIONS INC 19,092 +249 $1,172
     VZ19,092+249$1,172
JPMORGAN CHASE & CO 8,330 +270 $1,161
     JPM8,330+270$1,161
SPDR SERIES TRUST (SPYG) 27,691 +211 $1,161
     SPYG27,691+211$1,161
HEXCEL CORP NEW 15,801 -1,087 $1,158
     HXL15,801-1,087$1,158
SPDR SERIES TRUST (SPYV) 33,015 -339 $1,153
     SPYV33,015-339$1,153
ISHARES TR (AOR) 23,608 +609 $1,129
     AOR23,608+609$1,129
ILLINOIS TOOL WKS INC 6,155 -13 $1,106
     ITW6,155-13$1,106
MARTIN MARIETTA MATLS INC 3,850 -347 $1,077
     MLM3,850-347$1,077

See Full List: All Stocks Held By Rowland Carmichael Advisors Inc. ADV
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Rowland Carmichael Advisors Inc. ADV

Size ($ in 1000's)
At 12/31/2019: $291,199
At 09/30/2019: $291,441

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

Rowland Carmichael Advisors Inc. ADV Top Holdings 13F Filings | www.HoldingsChannel.com

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