Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2015 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 27 | Q2 2024 | 8.4% |
MICROSOFT CORP | 27 | Q2 2024 | 5.4% |
SCHWAB STRATEGIC TR | 27 | Q2 2024 | 4.6% |
BERKSHIRE HATHAWAY INC DEL | 27 | Q2 2024 | 5.6% |
JOHNSON & JOHNSON | 27 | Q2 2024 | 4.3% |
VANGUARD WORLD FDS | 27 | Q2 2024 | 3.0% |
SPDR SER TR | 27 | Q2 2024 | 3.2% |
VANGUARD INDEX FDS | 27 | Q2 2024 | 2.8% |
SCHWAB STRATEGIC TR | 27 | Q2 2024 | 2.2% |
SCHWAB STRATEGIC TR | 27 | Q2 2024 | 2.1% |
View Carmichael Hill & Associates, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-02 |
13F-HR | 2024-04-24 |
13F-HR | 2024-01-23 |
13F-HR | 2023-10-30 |
13F-HR | 2023-08-04 |
13F-HR | 2023-04-05 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-10 |
13F-HR | 2022-08-05 |
13F-HR | 2022-05-16 |
View Carmichael Hill & Associates, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.