ROWLAND CARMICHAEL ADVISORS INC /ADV

13F Portfolio Filings

Latest 13F report
Q4 2020 - Jan 15, 2021
Value $
$316M
Signature - Title
Janice Lee Orick - Chief Compliance Officer
Location
6720 North Scottsdale Road, Suite 212, Scottsdale, AZ
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2020 375 $316M +$57.7M -$23M +$34.7M SCHF, AAPL, EWJ, VNQ, ESGU 13F-HR 1/15/2021, 05:10 PM
Q3 2020 348 $255M +$30.1M -$15.6M +$14.4M SCHF, AAPL, VNQ, ESGU, GOVT 13F-HR 10/26/2020, 01:36 PM
Q2 2020 344 $235M +$46.1M -$39.2M +$6.89M SCHF, AAPL, VNQ, GOVT, ESGU 13F-HR 8/4/2020, 11:08 AM
Q1 2020 324 $196M +$19.1M -$61.7M -$42.6M SCHF, VNQ, GOVT, AAPL, JPST 13F-HR 4/20/2020, 02:23 PM
Q4 2019 351 $291M +$15M -$29.3M -$14.3M VTI, SCHF, VNQ, AAPL, GOVT 13F-HR 2/10/2020, 11:14 AM
Q3 2019 350 $291M +$29.7M -$32.1M -$2.41M VTI, SCHF, VNQ, GOVT, FLOT 13F-HR 2/10/2020, 11:08 AM
Q2 2019 329 $289M +$29.4M -$19.6M +$9.71M VTI, SCHF, VNQ, FLOT, JPST 13F-HR 2/10/2020, 11:01 AM
Q1 2019 328 $272M +$49.9M -$30.3M +$19.6M VTI, SCHF, VNQ, FLOT, JPST 13F-HR 2/10/2020, 10:56 AM
Q4 2018 297 $226M +$63.4M -$68.1M -$4.65M VTI, SCHF, JPST, VNQ, FLOT 13F-HR 2/10/2020, 10:43 AM
Q3 2018 345 $258M +$29.8M -$17.2M +$12.7M JPST, PRFZ, VTI, PRF, ZION 13F-HR 2/10/2020, 10:40 AM
Q2 2018 348 $236M +$64.1M -$14.9M +$49.2M PRFZ, VTI, PRF, ZION, RSP 13F-HR 2/10/2020, 10:37 AM
Q1 2018 308 $183M +$18.4M -$25.1M -$6.7M VTI, FLOT, WFC, AAPL, VEA 13F-HR 2/10/2020, 10:33 AM
Q4 2017 317 $194M +$19.8M -$13.1M +$6.78M VTI, WFC, IGSB, AAPL, FLOT 13F-HR 2/10/2020, 10:18 AM
Q3 2017 295 $181M +$11.5M -$7.78M +$3.72M VTI, WFC, IGSB, AAPL, AMLPXXXX 13F-HR 2/10/2020, 10:14 AM
Q2 2017 290 $173M +$18M -$12.3M +$5.75M VTI, WFC, IGSB, AAPL, AMLPXXXX 13F-HR 2/10/2020, 10:09 AM
Q1 2017 283 $165M +$13.9M -$23.9M -$9.98M VTI, WFC, AMLPXXXX, IGSB, AAPL 13F-HR 2/10/2020, 10:04 AM
Q4 2016 302 $170M +$25.2M -$13.8M +$11.4M VTI, WFC, AMLPXXXX, IGSB, AAPL 13F-HR 2/10/2020, 09:52 AM
Q3 2016 287 $157M +$8.46M -$11.6M -$3.16M WFC, VTI, IGSB, AAPL, AMLPXXXX 13F-HR 2/10/2020, 09:49 AM
Q2 2016 294 $159M +$57.8M -$9.3M +$48.5M WFC, VTI, IGSB, AAPL, WPC 13F-HR 2/10/2020, 09:45 AM
Q1 2016 211 $108M $0 $0 WFC, AAPL, FLOT, VTI, IGSB 13F-HR 2/10/2020, 09:40 AM