CH
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Carmichael Hill & Associates, Inc.13F | |
| Carmichael Hill & Associates, Inc. | |
| Last update 2024-10-29 | 776 Stocks (29 new) |
| Value $282.00 Mil | Turnover 12 % |
Carmichael Hill & Associates, ... Top Holdings of 2024-09-30
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| 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 | 21,093.5 | -0.32% | 7.480 | -0.02% | 0.000 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
MSFT | Microsoft Corp | 30,610 | 13,171.3 | -0.77% | 4.670 | -0.04% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
SCHB | Schwab U.S. Broad Market ETF | 510,363 | 11,316.5 | +205.86% | 4.010 | +2.70% | 0.010 | +19.13% | +8.48% | 35,306.3 | ||
SCHX | Schwab U.S. Large-Cap ETF | 387,363 | 8,760.9 | +238.86% | 3.110 | +2.19% | 0.010 | +19.07% | +9.01% | 57,603.9 | ||
BRK.B | Berkshire Hathaway Inc | 18,972 | 8,732.0 | -0.59% | 3.100 | -0.02% | 0.000 | -8.39% | +6.48% | 1,039,832.6 | Insurance | |
VGT | Vanguard Information Technology ETF | 13,584 | 7,967.4 | +3.96% | 2.830 | +0.11% | 0.010 | +32.19% | +10.45% | 85,519.5 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 37,202 | 6,665.0 | +6.73% | 2.360 | +0.15% | 0.010 | +14.13% | +7.91% | 75,230.7 | ||
SDY | SPDR Dividend ETF | 42,556 | 6,044.7 | +1.36% | 2.140 | +0.03% | 0.030 | +8.70% | +7.44% | 20,523.7 | ||
VB | Vanguard Small Cap ETF | 21,198 | 5,028.4 | +17.60% | 1.780 | +0.27% | 0.010 | +17.97% | +3.73% | 62,181.4 | ||
SCHF | Schwab International Equity ETF | 227,986 | 4,687.4 | +111.76% | 1.660 | +0.88% | 0.010 | +13.75% | +23.46% | 50,258.4 |
Carmichael Hill & Associates, Inc.'s Historical Top Holdings Breakdowns
Carmichael Hill & Associates, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHB | Schwab U.S. Broad Market ETF | 2024-09-30 | Add Add | +2.70% | 19.98 ($21.35) 22.17 | $24.48 | 14.66% | Add 205.86% | 510,363 | 114,500 | |
SCHX | Schwab U.S. Large-Cap ETF | 2024-09-30 | Add Add | +2.19% | 20.37 ($21.79) 22.62 | $25.12 | 15.28% | Add 238.86% | 387,363 | 91,017 | |
SCHM | Schwab U.S. Mid-Cap ETF | 2024-09-30 | Add Add | +0.89% | 25.16 ($26.59) 27.75 | $29.12 | 9.51% | Add 206.18% | 134,667 | 30,228 | |
SCHF | Schwab International Equity ETF | 2024-09-30 | Add Add | +0.88% | 18.49 ($19.77) 20.77 | $22.69 | 14.77% | Add 111.76% | 227,986 | 60,161 | |
SCHA | Schwab U.S. Small-Cap ETF | 2024-09-30 | Add Add | +0.61% | 23.45 ($24.83) 25.98 | $26.53 | 6.85% | Add 102.15% | 131,332 | 33,183 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2024-09-30 | Add Add | +0.54% | 23.16 ($25.16) 26.42 | $29.94 | 19.00% | Add 299.88% | 78,420 | 14,702 | |
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 2024-09-30 | Add Add | +0.46% | 57.74 ($58.57) 59.13 | $58.57 | 0% | Add 5472.21% | 22,456 | 22,053 | |
SCHD | Schwab US Dividend Equity ETF | 2024-09-30 | Add Add | +0.42% | 25.67 ($27.24) 28.35 | $27.38 | 0.51% | Add 205.71% | 63,258 | 14,189 | |
VB | Vanguard Small Cap ETF | 2024-09-30 | Add Add | +0.27% | 214.77 ($227.22) 237.72 | $247.42 | 8.89% | Add 17.6% | 21,198 | 3,173 | |
IVV | iShares Core S&P 500 ETF | 2024-09-30 | Add Add | +0.25% | 520.18 ($556.01) 576.82 | $637.33 | 14.63% | Add 21.8% | 6,804 | 1,218 |
Carmichael Hill & Associates, Inc. Total Holding History ($B)
Carmichael Hill & Associates, Inc.'s Asset Allocation
Carmichael Hill & Associates, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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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
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Carmichael Hill & Associates, Inc.'s Holdings Bubble Chart
Carmichael Hill & Associates, Inc. News
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