CH

Carmichael Hill & Associates, Inc.

13F
Carmichael Hill & Associates, Inc.
Last update 2024-10-29 776 Stocks (29 new)
Value $282.00 Mil Turnover 12 %
Countries:
Top Holdings: AAPL(7.48%)MSFT(4.67%)SCHB(4.01%)SCHX(3.11%)BRK.B(3.10%)
Portfolio Report
Summary Stock Picks Current Portfolio
Carmichael Hill & Associates, ... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
90,530
21093.550
-0.32%
7.480
-0.02%
0.000
+1.88%
-4.96%
3578262.119
Hardware
MSFT 		Microsoft Corp
30,610
13171.290
-0.77%
4.670
-0.04%
0.000
+1.80%
+0.93%
3170307.511
Software
SCHB 		Schwab U.S. Broad Market ETF
510,363
11316.480
+205.86%
4.010
+2.70%
0.010
+2.82%
+1.19%
33018.508
 
SCHX 		Schwab U.S. Large-Cap ETF
387,363
8760.850
+238.86%
3.110
+2.19%
0.010
+2.87%
+1.25%
52104.777
 
BRK.B 		Berkshire Hathaway Inc
18,972
8732.050
-0.59%
3.100
-0.02%
0.000
-1.31%
+0.73%
987132.295
Insurance
VGT 		Vanguard Information Technology ETF
13,584
7967.370
+3.96%
2.830
+0.11%
0.010
+4.51%
+0.21%
78254.517
 
RSP 		Invesco S&P 500 Equal Weight ETF
37,202
6665.030
+6.73%
2.360
+0.15%
0.010
-1.07%
+1.50%
73025.372
 
SDY 		SPDR Dividend ETF
42,556
6044.670
+1.36%
2.140
+0.03%
0.030
-6.86%
-0.19%
20079.708
 
VB 		Vanguard Small Cap ETF
21,198
5028.400
+17.60%
1.780
+0.27%
0.010
+2.97%
+2.51%
62209.105
 
SCHF 		Schwab International Equity ETF
227,986
4687.400
+111.76%
1.660
+0.88%
0.010
-4.79%
+0.76%
40275.414
 

Carmichael Hill & Associates, Inc.'s Historical Top Holdings Breakdowns

Carmichael Hill & Associates, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHB 		Schwab U.S. Broad Market ETF2024-09-30Add
+2.70%
●
19.98 ($21.35) 22.17
$22.97
7.57%
Add 205.86%
510,363
114,500
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30Add
+2.19%
●
20.37 ($21.79) 22.62
$23.44
7.57%
Add 238.86%
387,363
91,017
SCHM 		Schwab U.S. Mid-Cap ETF2024-09-30Add
+0.89%
●
25.16 ($26.59) 27.75
$28.50
7.18%
Add 206.18%
134,667
30,228
SCHF 		Schwab International Equity ETF2024-09-30Add
+0.88%
●
18.49 ($19.77) 20.77
$18.61
-5.84%
Add 111.76%
227,986
60,161
ADSK 		Autodesk Inc2023-03-31New Buy
+0.67%
●
182.07 ($205.89) 229.28
$292.44
42.04%
New holding
6,643
6,643
SCHA 		Schwab U.S. Small-Cap ETF2024-09-30Add
+0.61%
●
23.45 ($24.83) 25.98
$26.33
6.04%
Add 102.15%
131,332
33,183
SCHG 		Schwab U.S. Large-Cap Growth ETF2024-09-30Add
+0.54%
●
23.16 ($25.16) 26.42
$28.08
11.60%
Add 299.88%
78,420
14,702
VGSH 		Vanguard Short-Term Government Bond ETF2024-09-30Add
+0.46%
●
57.74 ($58.57) 59.13
$58.20
-0.62%
Add 5472.21%
22,456
22,053
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+0.42%
●
25.67 ($27.24) 28.35
$27.75
1.89%
Add 205.71%
63,258
14,189
IJH 		iShares Core S&P Mid-Cap ETF2024-03-31Add
+0.39%
●
53.67 ($56.61) 60.74
$63.89
12.86%
Add 391.85%
20,205
16,097

Carmichael Hill & Associates, Inc. Total Holding History ($B)

To

Carmichael Hill & Associates, Inc.'s Asset Allocation

To

Carmichael Hill & Associates, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Carmichael Hill & Associates, Inc.'s Hypothetical Growth since 2024-09-30

Carmichael Hill & Associates, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Carmichael Hill & Associates, Inc.'s Holdings Heat Map

Size field:

Carmichael Hill & Associates, Inc.'s Holdings Bubble Chart

Carmichael Hill & Associates, Inc. News

  • 1

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