Welcome   Guest   [Login | Register] Sign in with Facebook Sign in with Google Sign in with Yahoo!
logoRelationalStocks.com
STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Carmichael Hill & Associates, Inc. INSTITUTION : Carmichael Hill & Associates, Inc.
Carmichael Hill & Associates, Inc. Portfolio (reported on 2020-05-05)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
APPLE INC    (COM) AAPL 6,209,000 24,419 5.43%
MICROSOFT CORP    (COM) MSFT 5,248,000 33,277 4.59%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 4,521,000 74,820 3.95%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 4,018,000 21,979 3.51%
JOHNSON & JOHNSON    (COM) JNJ 3,209,000 24,472 2.80%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 2,579,000 12,171 2.25%
SPDR SER TR    (S&P DIVID ETF) SDY 2,348,000 29,397 2.05%
AMAZON COM INC    (COM) AMZN 2,268,000 1,163 1.98%
ALPHABET INC    (CAP STK CL A) GOOGL 2,235,000 1,924 1.95%
VANGUARD INDEX FDS    (EXTEND MKT ETF) VXF 1,933,000 21,346 1.69%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 1,853,000 71,724 1.62%
MCDONALDS CORP    (COM) MCD 1,833,000 11,082 1.60%
PROCTER & GAMBLE CO    (COM) PG 1,786,000 16,239 1.56%
COHEN & STEERS LTD DURATION    (COM) LDP 1,651,000 80,356 1.44%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 1,605,000 19,102 1.40%
VERIZON COMMUNICATIONS INC    (COM) VZ 1,590,000 29,587 1.39%
SCHWAB STRATEGIC TR    (US SML CAP ETF) SCHA 1,565,000 30,374 1.36%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 1,502,000 14,527 1.31%
SCHWAB STRATEGIC TR    (US MID-CAP ETF) SCHM 1,446,000 34,299 1.26%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 1,436,000 23,451 1.25%
AT&T INC    (COM) T 1,395,000 47,869 1.22%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 1,280,000 11,089 1.12%
VANGUARD WORLD FDS    (HEALTH CAR ETF) VHT 1,270,000 7,647 1.11%
CISCO SYS INC    (COM) CSCO 1,153,000 29,319 1.00%
BAXTER INTL INC    (COM) BAX 1,117,000 13,744 0.97%
INTEL CORP    (COM) INTC 1,039,000 19,204 0.90%
VANGUARD SCOTTSDALE FDS    (VNG RUS1000GRW) VONG 1,033,000 6,679 0.90%
NUVEEN MARYLAND QLT MUN INC    (COM) NMY 999,000 79,117 0.87%
VANGUARD INDEX FDS    (MID CAP ETF) VO 974,000 7,395 0.85%
BOEING CO    (COM) BA 946,000 6,343 0.82%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 944,000 23,021 0.82%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 923,000 13,052 0.80%
PEPSICO INC    (COM) PEP 910,000 7,579 0.79%
COSTCO WHSL CORP NEW    (COM) COST 864,000 3,032 0.75%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 807,000 6,261 0.70%
INVESCO QQQ TR    (UNIT SER 1) 783,000 4,114 0.68%
ISHARES TR    (PFD AND INCM SEC) PFF 767,000 24,094 0.67%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 764,000 9,590 0.66%
LOCKHEED MARTIN CORP    (COM) LMT 751,000 2,214 0.65%
ISHARES TR    (CORE S&P MCP ETF) IJH 726,000 5,047 0.63%
WALMART INC    (COM) WMT 704,000 6,195 0.61%
ISHARES TR    (S&P MC 400GR ETF) IJK 702,000 3,933 0.61%
SCHWAB STRATEGIC TR    (EMRG MKTEQ ETF) SCHE 699,000 33,783 0.61%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 657,000 14,600 0.57%
JPMORGAN CHASE & CO    (COM) JPM 637,000 7,080 0.55%
UNITED TECHNOLOGIES CORP    (COM) UTX 623,000 6,605 0.54%
ALTRIA GROUP INC    (COM) MO 607,000 15,710 0.53%
MERCK & CO. INC    (COM) MRK 602,000 7,829 0.52%
VANGUARD INDEX FDS    (MCAP VL IDXVIP) VOE 540,000 6,649 0.47%
HOME DEPOT INC    (COM) HD 537,000 2,876 0.46%
ALPHABET INC    (CAP STK CL C) GOOG 534,000 459 0.46%
EXXON MOBIL CORP    (COM) XOM 519,000 13,658 0.45%
SOUTHERN CO    (COM) SO 506,000 9,348 0.44%
FACEBOOK INC    (CL A) FB 485,000 2,905 0.42%
HONEYWELL INTL INC    (COM) HON 452,000 3,375 0.39%
CATERPILLAR INC DEL    (COM) CAT 439,000 3,787 0.38%
PFIZER INC    (COM) PFE 438,000 13,407 0.38%
SPROTT PHYSICAL GOLD & SILVE    (TR UNIT) 427,000 29,198 0.37%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 421,000 3,551 0.36%
COCA COLA CO    (COM) KO 418,000 9,445 0.36%
LILLY ELI & CO    (COM) LLY 412,000 2,967 0.36%
MEDTRONIC PLC    (SHS) MDT 394,000 4,373 0.34%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 382,000 3,443 0.33%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 379,000 2,422 0.33%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 376,000 1,586 0.32%
SANDY SPRING BANCORP INC    (COM) SASR 374,000 16,535 0.32%
DUKE ENERGY CORP NEW    (COM NEW) DUK 361,000 4,469 0.31%
MASTERCARD INC    (CL A) MA 356,000 1,477 0.31%
ISHARES TR    (CORE S&P SCP ETF) IJR 355,000 6,320 0.31%
ISHARES TR    (CORE S&P500 ETF) IVV 355,000 1,372 0.31%
NOVARTIS A G    (SPONSORED ADR) NVS 351,000 4,258 0.30%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 347,000 10,346 0.30%
PHILIP MORRIS INTL INC    (COM) PM 335,000 4,586 0.29%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL FIN) 330,000 10,505 0.28%
L3HARRIS TECHNOLOGIES INC    (COM) 317,000 1,759 0.27%
ABBOTT LABS    (COM) ABT 315,000 3,989 0.27%
VISA INC    (COM CL A) V 308,000 1,912 0.26%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 305,000 4,365 0.26%
AMGEN INC    (COM) AMGN 304,000 1,503 0.26%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 292,000 3,632 0.25%
NEXTERA ENERGY INC    (COM) NEE 289,000 1,200 0.25%
MARRIOTT INTL INC NEW    (CL A) MAR 279,000 3,725 0.24%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 279,000 1,856 0.24%
SPDR SER TR    (S&P 600 SMCP GRW) DSG 277,000 5,996 0.24%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 274,000 4,919 0.23%
INVESCO EXCHANGE TRADED FD T    (FINL PFD ETF) 273,000 16,176 0.23%
ABBVIE INC    (COM) ABBV 269,000 3,535 0.23%
SPDR GOLD TRUST    (GOLD SHS) GLD 268,000 1,807 0.23%
MONDELEZ INTL INC    (CL A) MDLZ 266,000 5,306 0.23%
BLACKROCK MD MUNICIPAL BOND    (COM) BZM 266,000 18,740 0.23%
ZOOM VIDEO COMMUNICATIONS IN    (CL A) 266,000 1,820 0.23%
DISNEY WALT CO    (COM DISNEY) DIS 263,000 2,722 0.23%
NICE LTD    (SPONSORED ADR) NICE 262,000 1,827 0.22%
TESLA INC    (COM) TSLA 260,000 498 0.22%
VANGUARD WORLD FDS    (FINANCIALS ETF) VFH 259,000 5,110 0.22%
GENERAL ELECTRIC CO    (COM) GE 255,000 32,103 0.22%
SCHWAB STRATEGIC TR    (US TIPS ETF) SCHP 247,000 4,289 0.21%
ISHARES TR    (CORE HIGH DV ETF) HDV 243,000 3,396 0.21%
DEERE & CO    (COM) DE 242,000 1,750 0.21%
YUM BRANDS INC    (COM) YUM 231,000 3,378 0.20%
DOMINION ENERGY INC    (COM) D 228,000 3,152 0.19%
CONSOLIDATED EDISON INC    (COM) ED 226,000 2,900 0.19%
ORACLE CORP    (COM) ORCL 222,000 4,591 0.19%
CLOROX CO DEL    (COM) CLX 221,000 1,275 0.19%
QUALCOMM INC    (COM) QCOM 219,000 3,237 0.19%
CHEVRON CORP NEW    (COM) CVX 216,000 2,986 0.18%
VANGUARD INDEX FDS    (MCAP GR IDXVIP) VOT 210,000 1,655 0.18%
SELECT SECTOR SPDR TR    (ENERGY) XLE 209,000 7,179 0.18%
WELLTOWER INC    (COM) HCN 208,000 4,537 0.18%
THE TRADE DESK INC    (COM CL A) 207,000 1,075 0.18%
ISHARES TR    (S&P SML 600 GWT) IJT 205,000 1,489 0.17%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 200,000 3,666 0.17%
UNITEDHEALTH GROUP INC    (COM) UNH 196,000 784 0.17%
ISHARES TR    (GLOB HLTHCRE ETF) IXJ 195,000 3,201 0.17%
CVS HEALTH CORP    (COM) CVS 193,000 3,248 0.16%
SHOPIFY INC    (CL A) 181,000 434 0.15%
ABERDEEN STD GOLD ETF TR    (PHYSCL GOLD SHS) 181,000 11,922 0.15%
GOLDMAN SACHS GROUP INC    (COM) GS 180,000 1,169 0.15%
APPLIED MATLS INC    (COM) AMAT 177,000 3,860 0.15%
MOODYS CORP    (COM) MCO 177,000 839 0.15%
ISHARES TR    (RUS 1000 GRW ETF) IWF 172,000 1,141 0.15%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 171,000 8,191 0.14%
UNITED PARCEL SERVICE INC    (CL B) UPS 168,000 1,800 0.14%
ISHARES TR    (SELECT DIVID ETF) DVY 167,000 2,277 0.14%
COLGATE PALMOLIVE CO    (COM) CL 165,000 2,481 0.14%
NETFLIX INC    (COM) NFLX 164,000 436 0.14%
TORTOISE PWR & ENERGY INFRAS    (COM) TPZ 164,000 23,447 0.14%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 163,000 1,000 0.14%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 155,000 1,753 0.13%
DOW INC    (COM) 152,000 5,206 0.13%
NORTHROP GRUMMAN CORP    (COM) NOC 150,000 495 0.13%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 145,000 750 0.12%
ISHARES TR    (MSCI EAFE ETF) EFA 142,000 2,655 0.12%
VANGUARD BD INDEX FDS    (SHORT TRM BOND) BSV 140,000 1,701 0.12%
YUM CHINA HLDGS INC    (COM) 140,000 3,278 0.12%
SIRIUS XM HLDGS INC    (COM) SIRI 138,000 27,864 0.12%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2020 CB) 135,000 6,427 0.11%
SPDR SER TR    (S&P 400 MDCP GRW) EMG 135,000 3,151 0.11%
SCHWAB STRATEGIC TR    (SHT TM US TRES) SCHO 134,000 2,587 0.11%
BLACKROCK LTD DURATION INC T    (COM SHS) BLW 130,000 10,307 0.11%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 130,000 1,460 0.11%
ISHARES TR    (US AER DEF ETF) ITA 129,000 894 0.11%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 129,000 9,048 0.11%
TEXAS INSTRS INC    (COM) TXN 128,000 1,283 0.11%
NVIDIA CORP    (COM) NVDA 126,000 477 0.11%
EXELON CORP    (COM) EXC 126,000 3,416 0.11%
VANGUARD SCOTTSDALE FDS    (INTER TERM TREAS) VGIT 126,000 1,782 0.11%
DUPONT DE NEMOURS INC    (COM) 124,000 3,640 0.10%
NUVEEN QUALITY MUNCP INCOME    (COM) NAD 122,000 8,854 0.10%
PIMCO ETF TR    (0-5 HIGH YIELD) HYS 122,000 1,427 0.10%
TARGET CORP    (COM) TGT 121,000 1,297 0.10%
TRUIST FINL CORP    (COM) 121,000 3,923 0.10%
INVESCO EXCHANGE-TRADED FD T    (VAR RATE PFD) 120,000 5,578 0.10%
3M CO    (COM) MMM 115,000 837 0.10%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL HLT) 115,000 608 0.10%
PROSHARES TR    (INVT INT RT HG) IGHG 113,000 1,734 0.09%
MAGELLAN MIDSTREAM PRTNRS LP    (COM UNIT RP LP) MMP 113,000 3,105 0.09%
INVESCO EXCHANGE-TRADED FD T    (PFD ETF) 112,000 8,521 0.09%
WESTERN AST INFL LKD OPP & I    (COM) WIW 111,000 11,559 0.09%
VANGUARD SCOTTSDALE FDS    (SHORT TERM TREAS) VGSH 111,000 1,784 0.09%
ILLUMINA INC    (COM) ILMN 110,000 400 0.09%
PPL CORP    (COM) PPL 109,000 4,431 0.09%
TEXAS PAC LD TR    (SUB CTF PROP I T) TPL 109,000 288 0.09%
VANGUARD WORLD FDS    (INDUSTRIAL ETF) VIS 108,000 976 0.09%
VANGUARD INDEX FDS    (VALUE ETF) VTV 108,000 1,214 0.09%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 105,000 766 0.09%
UNILEVER PLC    (SPON ADR NEW) UL 105,000 2,070 0.09%
ISHARES TR    (US TREAS BD ETF) GOVT 104,000 3,711 0.09%
CSX CORP    (COM) CSX 103,000 1,800 0.09%
EMERSON ELEC CO    (COM) EMR 102,000 2,150 0.08%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 101,000 2,200 0.08%
KIMBERLY CLARK CORP    (COM) KMB 99,000 775 0.08%
COMCAST CORP NEW    (CL A) CMCSA 99,000 2,875 0.08%
VANGUARD INTL EQUITY INDEX F    (FTSE EUROPE ETF) VGK 98,000 2,271 0.08%
BK OF AMERICA CORP    (COM) BAC 95,000 4,492 0.08%
GENERAL DYNAMICS CORP    (COM) GD 93,000 700 0.08%
CITIGROUP INC    (COM NEW) C 91,000 2,150 0.07%
ISHARES TR    (TIPS BD ETF) TIP 91,000 775 0.07%
COUPA SOFTWARE INC    (COM) 88,000 630 0.07%
ISHARES TR    (S&P 500 GRWT ETF) IVW 87,000 527 0.07%
ISHARES TR    (IBOXX INV CP ETF) LQD 87,000 706 0.07%
BROWN FORMAN CORP    (CL B) BF/B 85,000 1,532 0.07%
PHILLIPS 66    (COM) PSX 84,000 1,569 0.07%
CHIPOTLE MEXICAN GRILL INC    (COM) CMG 82,000 125 0.07%
ISHARES TR    (S&P 500 VAL ETF) IVE 81,000 839 0.07%
VANGUARD WORLD FDS    (CONSUM STP ETF) VDC 80,000 581 0.07%
WIX COM LTD    (SHS) WIX 80,000 800 0.07%
CHECK POINT SOFTWARE TECH LT    (ORD) CHKP 80,000 800 0.07%
ISHARES TR    (MSCI EMG MKT ETF) EEM 79,000 2,312 0.06%
STARBUCKS CORP    (COM) SBUX 79,000 1,193 0.06%
DIGITAL RLTY TR INC    (COM) DLR 79,000 566 0.06%
SPDR SER TR    (BLOMBERG BRC INV) FLRN 79,000 2,701 0.06%
ZSCALER INC    (COM) 78,000 1,293 0.06%
CHUBB LIMITED    (COM) CB 77,000 691 0.06%
LEIDOS HOLDINGS INC    (COM) LDOS 77,000 836 0.06%
MICRON TECHNOLOGY INC    (COM) MU 76,000 1,800 0.06%
TWILIO INC    (CL A) 76,000 850 0.06%
MONGODB INC    (CL A) 75,000 552 0.06%
STRYKER CORP    (COM) SYK 75,000 450 0.06%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL TEC) 74,000 465 0.06%
1 2 3 4 Next >Full Portfolio View
Total Value As 2020-03-31: 114,261,000 SEC FILING
* Portfolios do not reflect changes after reporting
LATEST NEWS OR LINKS >Contribute a new link
Investing Just Like
Carmichael Hill & Associates, In

Matching performance of Carmichael Hill & Associates, In by investing same stocks.

Get the number of shares each stock for investing:





MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

*Data and information is provided for informational purposes only, and is not intended for trading purposes.*
*By accessing the Relationalstocks.com web site, a user agrees that RelationalStocks.com shall be not liable for any errors or delays in the content.*