Carmichael Hill & Associates, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Carmichael Hill & Associates, Inc. 13F Holdings
CIK 0001730295 · GAITHERSBURG, MD
As of Sep 30, 2024, Carmichael Hill & Associates, Inc. reported
776 positions worth $259.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| APPLE INC | AAPL | Technology | 90,530 | $21.1M | 8.12% |
| MICROSOFT CORP | MSFT | Technology | 31,510 |
|
3.6M5.22% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 170,121 |
1.3M | 4.36% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 129,121 | $8.8M | 3.37% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 18,972 | $8.7M | 3.36% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 13,584 | $8.0M | 3.07% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 37,202 | $6.7M | 2.57% |
| STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF | SDY | — | 42,556 | $6.0M | 2.33% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 21,198 | $5.0M | 1.94% |
| ALPHABET INC | GOOGL | Equity | 28,368 | $4.7M | 1.81% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 113,993 | $4.7M | 1.80% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 81,186 | $4.2M | 1.60% |
| ISHARES CORE S&P 500 ETF | IVV | — | 6,804 | $3.9M | 1.51% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 30,196 | $3.9M | 1.49% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 44,889 | $3.7M | 1.44% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 13,544 | $3.6M | 1.38% |
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 19,378 | $3.5M | 1.36% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 65,666 | $3.4M | 1.30% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 20,646 | $3.3M | 1.29% |
| VANGUARD 500 INDEX FUND | VOO | — | 6,335 | $3.3M | 1.29% |
| ELI LILLY & CO | LLY | Healthcare | 3,713 | $3.3M | 1.27% |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND | VONG | — | 34,074 | $3.3M | 1.27% |
| MCDONALDS CORP | MCD | Consumer Cyclical | 10,704 | $3.3M | 1.25% |
| VANGUARD HEALTH CARE INDEX FUND | VHT | — | 11,274 | $3.2M | 1.23% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 14,861 | $2.9M | 1.13% |