Institutions / Carmichael Hill & Associates, Inc.
Carmichael Hill & Associates, Inc.
CIK 1730295 · Institution · as of Mar 31, 2024
Portfolio value
$242.86M
Positions
670
As of
Mar 31, 2024
Portfolio trend
Portfolio value
$242.86M+7.3%Positions
670-1.5%Top holdings
Mar 31, 2024View all 670 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc.AAPL | $16.25M | 6.7% |
| Microsoft CorpMSFT | $13.11M | 5.4% |
| Schwab Strategic TrSCHB | $10.07M | 4.1% |
| Warren E. BuffettBRK-A | $8.33M | 3.4% |
| Vanguard World FdVGT | $7.04M | 2.9% |
| Schwab Strategic TrSCHX | $6.58M | 2.7% |
| Invesco Exchange Traded Fd TRSP | $5.53M | 2.3% |
| SPDR Ser TrSDY | $5.53M | 2.3% |
| Vanguard Index FdsVB | $4.20M | 1.7% |
| Alphabet Inc.GOOG | $4.08M | 1.7% |
| Schwab Strategic TrSCHF | $4.00M | 1.6% |
| Vanguard Mun Bd FdsVTEB | $3.96M | 1.6% |
| Vanguard Whitehall FdsVYM | $3.71M | 1.5% |
| Vanguard Index FdsVXF | $3.54M | 1.5% |
| Schwab Strategic TrSCHM | $3.44M | 1.4% |
| Johnson & JohnsonJNJ | $3.39M | 1.4% |
| Schwab Strategic TrSCHA | $3.20M | 1.3% |
| Vanguard World FdVHT | $3.18M | 1.3% |
| Vanguard Index FdsVO | $3.16M | 1.3% |
| iSHARES TRUST | $2.95M | 1.2% |
| Amazon Com IncAMZN | $2.94M | 1.2% |
| Vanguard Scottsdale FdsVONG | $2.86M | 1.2% |
| McDonalds CorpMCD | $2.82M | 1.2% |
| Vanguard Index FdsVOO | $2.82M | 1.2% |
| Vanguard Specialized FundsVIG | $2.81M | 1.2% |
Activity
Mar 31, 2024View full history →
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2022 as of | Add Other (per filing) | SCHB Schb | $4.34M | +81K +102.58% | 160,604 3.53% of portfolio | low |
| Q2 2022 as of | Add Other (per filing) | VTEB Vteb | $3.70M | +74K +30536.63% | 74,447 1.53% of portfolio | low |
| Q3 2022 as of | Add Other (per filing) | Alphabet Inc. common | $3.31M | +35K +1903.14% | 36,377 1.43% of portfolio | low |
| Q1 2022 as of | Add Other (per filing) |