Carmichael Hill & Associates, Inc. Incresed Positions in Q3 2024

Carmichael Hill & Associates, Inc.

  • $279 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
14.8K
+ 12.95%
$61.11 - $67.85 $905K - $1M
129K $8.76M
VGSH
Vanguard

ETFs
22.1K
+ 5472.21%
$57.74 - $59.13 $1.27M - $1.3M
22.5K $1.33M
VB
Vanguard Small Cap ETF

ETFs
3.17K
+ 17.6%
$214.77 - $237.72 $681K - $754K
21.2K $5.03M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.35K
+ 6.73%
$162.83 - $179.16 $382K - $420K
37.2K $6.67M
IVV
Ishares Core S&P 500 ETF

ETFs
1.22K
+ 21.8%
$520.18 - $576.82 $634K - $703K
6.8K $3.92M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
3.26K
+ 1.95%
$59.93 - $66.52 $195K - $217K
170K $11.3M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.36K
+ 40.46%
$178.94 - $207.0 $601K - $695K
11.7K $2.34M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
569
+ 1.36%
$125.95 - $142.04 $71.7K - $80.8K
42.6K $6.04M
VEA
Vanguard Ftse Developed Market

ETFs
10.1K
+ 37.4%
$47.6 - $53.31 $481K - $538K
37.1K $1.96M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.33K
+ 5.88%
$36.98 - $41.55 $234K - $263K
114K $4.69M
MCD
Mcdonalds Corp

Consumer Cyclical
7
+ 0.07%
$245.82 - $304.51 $1.72K - $2.13K
10K $3.05M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.38K
+ 29.75%
$41.9 - $48.26 $309K - $356K
32.2K $1.54M
VGT
Vanguard Information Technolog

ETFs
517
+ 3.96%
$514.43 - $606.85 $266K - $314K
13.6K $7.97M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.14K
+ 39.5%
$89.91 - $101.33 $282K - $318K
11.1K $1.09M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
343
+ 1.15%
$117.9 - $128.2 $40.4K - $44K
30.2K $3.87M
SCHR
Schwab Intermediate Term Us Tr

ETFs
6.24K
+ 178.97%
$48.4 - $50.91 $302K - $318K
9.72K $491K
SPYG
Spdr Portfolio

ETFs
3.74K
+ 344.12%
$73.38 - $84.1 $275K - $315K
4.83K $400K
VHT
Vanguard Health Care ETF

ETFs
483
+ 4.48%
$261.88 - $288.1 $126K - $139K
11.3K $3.18M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
906
+ 2.06%
$75.47 - $83.18 $68.4K - $75.4K
44.9K $3.73M
SCHA
Schwab Strategic Tr Us Small C

ETFs
699
+ 1.08%
$46.9 - $51.96 $32.8K - $36.3K
65.7K $3.38M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.52K
+ 14.34%
$105.53 - $118.34 $160K - $180K
12.1K $1.42M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.78K
+ 4.88%
$49.93 - $51.15 $189K - $193K
81.2K $4.15M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.75K
+ 14.16%
$57.32 - $62.65 $158K - $172K
22.2K $1.38M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.47K
+ 22.26%
$74.26 - $78.84 $184K - $195K
13.6K $1.06M
VTV
Vanguard Value ETF

ETFs
392
+ 4.1%
$159.75 - $174.57 $62.6K - $68.4K
9.94K $1.74M
LMT
Lockheed Martin Corp

Industrials
11
+ 0.71%
$460.3 - $584.56 $5.06K - $6.43K
1.57K $914K
ABBV
Abb Vie Inc.

Healthcare
71
+ 1.06%
$163.84 - $199.33 $11.6K - $14.2K
6.76K $1.33M
VTI
Vanguard Total Stock Market Et

ETFs
143
+ 1.57%
$255.18 - $283.2 $36.5K - $40.5K
9.23K $2.61M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.45K
+ 67.87%
$60.84 - $67.51 $149K - $165K
6.05K $408K
VOX
Vanguard Communication Service

ETFs
1.03K
+ 25.87%
$129.82 - $145.39 $133K - $149K
5K $727K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
394
+ 1.9%
$77.02 - $85.06 $30.3K - $33.5K
21.1K $1.78M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
307
+ 0.55%
$25.45 - $29.53 $7.81K - $9.07K
56.1K $1.64M
SO
Southern CO

Utilities
497
+ 5.73%
$77.0 - $90.52 $38.3K - $45K
9.17K $826K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.43K
+ 94.28%
$96.25 - $101.98 $138K - $146K
2.95K $299K
XLF
Financial Sector Spdr

ETFs
1.84K
+ 13.64%
$40.84 - $45.74 $75.1K - $84.2K
15.3K $694K
VDC
Vanguard Consumer Staples ETF

ETFs
552
+ 50.5%
$201.77 - $221.32 $111K - $122K
1.65K $359K
GLDM
World Gold Trust

ETFs
1.25K
+ 11.3%
$46.2 - $53.01 $57.5K - $66K
12.3K $639K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
1.11K
+ 2.03%
$19.52 - $21.75 $21.6K - $24.1K
55.6K $1.21M
CAT
Caterpillar Inc

Industrials
1
+ 0.05%
$316.8 - $391.12 $317 - $391
1.94K $759K
VONG
Vanguard Russell 1000 Growth E

ETFs
172
+ 0.51%
$85.48 - $98.39 $14.7K - $16.9K
34.1K $3.29M
VFH
Vanguard Financial ETF

ETFs
416
+ 7.19%
$99.27 - $111.21 $41.3K - $46.3K
6.2K $681K
IWM
Ishares Russell 2000 ETF

ETFs
417
+ 82.9%
$200.87 - $224.6 $83.8K - $93.7K
920 $203K
QQQ
Invesco Qqq Trust, Series 1

ETFs
145
+ 4.78%
$434.77 - $502.96 $63K - $72.9K
3.18K $1.55M
PM
Philip Morris International Inc.

Consumer Defensive
12
+ 0.26%
$101.25 - $127.45 $1.22K - $1.53K
4.56K $553K
XLV
Select Sector Spdr Fund Health

ETFs
511
+ 37.94%
$143.3 - $157.24 $73.2K - $80.3K
1.86K $286K
ORCL
Oracle Corp

Technology
97
+ 3.95%
$125.9 - $170.35 $12.2K - $16.5K
2.56K $435K
XLU
Utilities Sector Spdr

ETFs
966
+ 139.6%
$67.67 - $80.78 $65.4K - $78K
1.66K $133K
SASR
Sandy Spring Bancorp Inc

Financial Services
9
+ 0.08%
$23.54 - $33.51 $212 - $302
11.8K $370K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
843
+ 12.67%
$76.38 - $78.87 $64.4K - $66.5K
7.5K $589K
Activity Summary
Buys All Purchases 235 New Holdings 35 Increased Positions 200 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 32 Puts 2
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