Carmichael Hill & Associates, Inc. Portfolio Holdings
Carmichael Hill & Associates, Inc.
- $279 Million
- Q3 2024
Carmichael Hill & Associates, Inc. has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $279 Million distributed in 776 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.1M, Microsoft Corp with a value of $13.2M, Schwab Strategic Tr Us Broad M with a value of $11.3M, Schwab Strategic Tr Us Large C with a value of $8.76M, and Berkshire Hathaway Inc Class B with a value of $8.73M.
Examining the 13F form we can see an increase of $26.1M in the current position value, from $253M to 279M.
Below you can find more details about Carmichael Hill & Associates, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 776
- Current Value $279 Million
- Prior Value $253 Million
- Filing
- Period Q3 2024
- Filing Date October 29, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 35 stocks
- Additional Purchases 200 stocks
- Sold out of 0 stocks
- Reduced holdings in 113 stocks