Carmichael Hill & Associates, Inc. Purchases in Q3 2024

Carmichael Hill & Associates, Inc.

  • $279 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
999
+ 12.03%
$57.8 - $60.8 $57.7K - $60.7K
9.3K $562K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
843
+ 12.67%
$76.38 - $78.87 $64.4K - $66.5K
7.5K $589K
DUK
Duke Energy Corp

Utilities
8
+ 0.16%
$99.35 - $117.71 $795 - $942
5.06K $582K
IAU
Ishares Gold Trust

ETFs
1.39K
+ 120.75%
$44.06 - $50.5 $61K - $69.9K
2.53K $125K
NEE
Nextera Energy Inc

Utilities
31
+ 0.58%
$69.9 - $84.97 $2.17K - $2.63K
5.35K $451K
VIS
Vanguard Industrial ETF

ETFs
129
+ 8.82%
$232.12 - $260.07 $29.9K - $33.5K
1.59K $413K
XLK
Technology Sector Spdr

ETFs
312
+ 8.97%
$197.34 - $237.68 $61.6K - $74.2K
3.79K $855K
VONV
Vanguard Russell 1000 Value Et

ETFs
312
+ 5.07%
$76.07 - $83.33 $23.7K - $26K
6.47K $539K
VNQ
Vanguard Specialized Funds Van

ETFs
2
+ 0.04%
$82.97 - $98.97 $166 - $198
4.95K $481K
VBR
Vanguard Small Cap Value ETF

ETFs
265
+ 38.57%
$179.99 - $201.6 $47.7K - $53.4K
952 $191K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
993
+ 70.83%
$52.1 - $59.66 $51.7K - $59.2K
2.4K $141K
KKR
Kkr & Co. Inc.

Financial Services
4
+ 0.17%
$104.51 - $133.23 $418 - $533
2.37K $309K
IVE
Ishares S&P 500 Value ETF

ETFs
175
+ 10.2%
$181.06 - $197.17 $31.7K - $34.5K
1.89K $372K
SCHO
Schwab Short Term Us Treasury

ETFs
1.12K
+ 22.59%
$47.93 - $49.06 $53.8K - $55.1K
6.1K $298K
MDT
Medtronic PLC

Healthcare
110
+ 2.71%
$76.84 - $91.03 $8.45K - $10K
4.17K $375K
IEF
Ishares Barclays

ETFs
571
New
$92.67 - $99.14 $52.9K - $56.6K
571 $56K
TPZ
Tortoise Power & Energy Infrastructure Fund Inc

Financial Services
275
+ 1.28%
$15.74 - $18.37 $4.33K - $5.05K
21.7K $393K
VV
Vanguard Large Cap ETF

ETFs
4
+ 0.1%
$236.92 - $263.4 $948 - $1.05K
3.91K $1.03M
VCR
Vanguard Consumer Discretionar

ETFs
122
+ 29.61%
$291.88 - $341.94 $35.6K - $41.7K
534 $181K
VCIT
Vanguard Intermediate Term Cor

ETFs
538
+ 39.3%
$79.29 - $84.02 $42.7K - $45.2K
1.91K $159K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
154
+ 59.92%
$256.4 - $289.78 $39.5K - $44.6K
411 $116K
VIG
Vanguard Dividend Appreciation

ETFs
303
+ 2.08%
$182.15 - $182.15 $55.2K - $55.2K
14.9K $2.71M
INMU
Blackrock ETF Tr Ii Intermedia
1.73K
+ 19.44%
$23.46 - $24.13 $40.7K - $41.8K
10.6K $256K
PEP
Pepsico Inc

Consumer Defensive
8
+ 0.09%
$161.9 - $179.3 $1.3K - $1.43K
9.09K $1.55M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.86K
+ 66.1%
$22.38 - $23.66 $41.6K - $44K
4.67K $109K
IDEV
Ishares Core Msci Intl Develop

ETFs
621
+ 3652.94%
$63.46 - $71.43 $39.4K - $44.4K
638 $45K
GLD
Spdr Gold Trust

ETFs
98
+ 13.23%
$215.56 - $246.98 $21.1K - $24.2K
839 $203K
GS
Goldman Sachs Group Inc

Financial Services
11
+ 1.32%
$459.02 - $510.25 $5.05K - $5.61K
844 $417K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
93
+ 1.17%
$33.27 - $39.84 $3.09K - $3.71K
8.02K $314K
IWD
Ishares Russell 1000 Val ETF

ETFs
193
+ 536.11%
$173.36 - $189.8 $33.5K - $36.6K
229 $43K
DE
Deere & CO

Industrials
31
+ 6.26%
$344.84 - $418.0 $10.7K - $13K
526 $219K
LQD
Ishares Iboxx $ Investment Gra

ETFs
25
+ 0.46%
$106.11 - $113.72 $2.65K - $2.84K
5.43K $613K
AMGN
Amgen Inc

Healthcare
91
+ 15.12%
$309.38 - $337.38 $28.2K - $30.7K
693 $223K
MAR
Marriott International Inc

Consumer Cyclical
10
+ 0.21%
$211.35 - $255.11 $2.11K - $2.55K
4.67K $1.16M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
615
+ 33.57%
$45.2 - $47.87 $27.8K - $29.4K
2.45K $116K
ADP
Automatic Data Processing Inc

Industrials
23
+ 3.34%
$233.44 - $279.45 $5.37K - $6.43K
712 $197K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.04K
+ 61.12%
$19.78 - $23.53 $20.5K - $24.4K
2.73K $63K
BLK
Black Rock Inc.

Financial Services
20
+ 33.33%
$782.27 - $949.51 $15.6K - $19K
80 $75K
HDV
Ishares Core High Dividend ETF

ETFs
5
+ 0.16%
$107.62 - $118.76 $538 - $594
3.13K $367K
UPS
United Parcel Service Inc

Industrials
206
+ 9.37%
$123.32 - $147.38 $25.4K - $30.4K
2.41K $327K
BND
Vanguard Bd Index Fd Inc Total

ETFs
332
+ 51.47%
$71.45 - $75.64 $23.7K - $25.1K
977 $73K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
15
+ 0.69%
$127.29 - $141.5 $1.91K - $2.12K
2.19K $304K
UNH
Unitedhealth Group Inc

Healthcare
30
+ 28.3%
$488.01 - $604.18 $14.6K - $18.1K
136 $79K
DTE
Dte Energy CO

Utilities
160
+ 47.48%
$108.67 - $128.41 $17.4K - $20.5K
497 $63K
AXP
American Express CO

Financial Services
60
+ 24.1%
$225.92 - $271.17 $13.6K - $16.3K
309 $83K
PNC
Pnc Financial Services Group, Inc.

Financial Services
44
+ 7.41%
$156.14 - $187.2 $6.87K - $8.24K
638 $117K
WEX
Wex Inc.

Technology
50
+ 11.11%
$168.01 - $209.77 $8.4K - $10.5K
500 $104K
PFE
Pfizer Inc

Healthcare
219
+ 1.12%
$27.7 - $31.39 $6.07K - $6.87K
19.9K $574K
ALL
Allstate Corp

Financial Services
60
+ 15.0%
$158.43 - $192.86 $9.51K - $11.6K
460 $87K
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
Track This Portfolio

Track Carmichael Hill & Associates, Inc. Portfolio

Follow Carmichael Hill & Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carmichael Hill & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Carmichael Hill & Associates, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email