HoldingsChannel.com
Rowland Carmichael Advisors Inc. ADV Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 471,760 UNCH $12,190
     SCHF471,760UNCH$12,190
VANGUARD INDEX FDS (VNQ) 127,179 +19 $8,883
     VNQ127,179+19$8,883
ISHARES TR (GOVT) 275,145 -30,826 $7,707
     GOVT275,145-30,826$7,707
APPLE INC 29,192 -688 $7,258
     AAPL29,192-688$7,258
J P MORGAN EXCHANGE TRADED F (JPST) 106,636 +23,850 $5,297
     JPST106,636+23,850$5,297
ISHARES TR (ACWI) 73,510 +1,511 $4,600
     ACWI73,510+1,511$4,600
SPDR SER TR (SPLG) 120,555 +26,957 $3,647
     SPLG120,555+26,957$3,647
VANGUARD INDEX FDS (VTI) 25,964 -104,072 $3,347
     VTI25,964-104,072$3,347
SPDR SER TR (SPIB) 84,947 -5,482 $2,889
     SPIB84,947-5,482$2,889
ISHARES TR (QUAL) 34,295 -8,768 $2,779
     QUAL34,295-8,768$2,779
INVESCO EXCHANGE TRADED FD T (PRF) 29,094 -470 $2,689
     PRF29,094-470$2,689
ISHARES U S ETF TR (NEAR) 45,018 -6,583 $2,183
     NEAR45,018-6,583$2,183
MICROSOFT CORP 13,585 +2,548 $2,142
     MSFT13,585+2,548$2,142
SPDR SER TR (FLRN) 72,196 -11,911 $2,123
     FLRN72,196-11,911$2,123
ISHARES TR (AOM) 55,289 +2,057 $2,031
     AOM55,289+2,057$2,031
INVESCO EXCHANGE TRADED FD T (PRFZ) 22,505 -1,410 $2,013
     PRFZ22,505-1,410$2,013
VISA INC 12,434 -876 $2,003
     V12,434-876$2,003
VANGUARD INDEX FDS (VOO) 8,363 -1,409 $1,981
     VOO8,363-1,409$1,981
WELLS FARGO CO NEW      $1,917
     WFC65,221-619$1,872
     WFC.PRL35UNCH$45
ISHARES TR (ESGU) 31,762 +31,161 $1,826
     ESGU31,762+31,161$1,826
SPDR S&P 500 ETF TR (SPY) 6,369 -85 $1,642
     SPY6,369-85$1,642
JOHNSON & JOHNSON 12,095 +1,509 $1,586
     JNJ12,095+1,509$1,586
ISHARES TR (SHYG) 38,311 +38,311 $1,566
     SHYG38,311+38,311$1,566
BERKSHIRE HATHAWAY INC DEL      $1,562
     BRK.B8,546-923$1,562
ALPHABET INC 1,333 +59 $1,549
     GOOGL1,333+59$1,549
ISHARES TR (AOK) 38,281 +9,939 $1,293
     AOK38,281+9,939$1,293
ISHARES TR (SHV) 11,228 +10,738 $1,247
     SHV11,228+10,738$1,247
AMAZON COM INC 639 +128 $1,246
     AMZN639+128$1,246
EQUINIX INC 1,948 -1,068 $1,217
     EQIX1,948-1,068$1,217
IQVIA HLDGS INC 11,037 +1,165 $1,190
     IQV11,037+1,165$1,190
DANAHER CORPORATION 8,263 UNCH $1,144
     DHR8,263UNCH$1,144
ISHARES INC (ESGE) 40,246 +39,900 $1,102
     ESGE40,246+39,900$1,102
INTEL CORP 20,222 -3,290 $1,094
     INTC20,222-3,290$1,094
ISHARES TR (FLOT) 22,144 -124,528 $1,079
     FLOT22,144-124,528$1,079
SPDR SER TR (LGLV) 11,406 +1,038 $1,033
     LGLV11,406+1,038$1,033
GILEAD SCIENCES INC 13,762 +75 $1,029
     GILD13,762+75$1,029
ISHARES TR (AOR) 24,546 +938 $1,016
     AOR24,546+938$1,016
VERIZON COMMUNICATIONS INC 18,837 -255 $1,012
     VZ18,837-255$1,012
SPDR SER TR (SPYG) 27,691 UNCH $990
     SPYG27,691UNCH$990
ABBOTT LABS 12,532 -1,292 $989
     ABT12,532-1,292$989
SPDR SER TR (SPTL) 20,657 -5,063 $976
     SPTL20,657-5,063$976
CLARIVATE ANALYTICS PLC 46,266 -16,679 $960
     CCC46,266-16,679$960
ISHARES TR (AOA) 20,107 +3,425 $954
     AOA20,107+3,425$954
ABERDEEN ASIA PACIFIC INCOME 278,997 UNCH $943
     FAX278,997UNCH$943
PTC INC 15,328 +3,163 $938
     PTC15,328+3,163$938
BALL CORP 14,436 +4,204 $933
     BLL14,436+4,204$933
STARBUCKS CORP 14,067 -7,403 $925
     SBUX14,067-7,403$925
MORGAN STANLEY EMERGING MKTS 169,723 UNCH $884
     EDD169,723UNCH$884
WOODWARD INC 14,715 +10,595 $875
     WWD14,715+10,595$875
PROGRESSIVE CORP OHIO 11,838 +69 $874
     PGR11,838+69$874

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 03/31/2020: $196,438
At 12/31/2019: $291,199

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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