Carmichael Hill & Associates, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 29, 2024
Value $
$271M
Signature - Title
James Stewart - President
Location
Gaithersburg, MD
Summary
This page shows a list of all the recent 13F filings made by Carmichael Hill & Associates, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Carmichael Hill & Associates, Inc. reported 663 stock holdings with total value $271M as of Q3 2024. Top holdings included AAPL, MSFT, SCHB, SCHX, and BRKB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 663 $271M +$13.1M -$3.91M +$9.15M AAPL, MSFT, SCHB, SCHX, BRKB 13F-HR 10/29/2024, 04:47 PM
Q2 2024 676 $246M +$7.51M -$8.37M -$862K AAPL, MSFT, SCHB, BRKB, VGT 13F-HR 8/2/2024, 04:59 PM
Q1 2024 670 $243M +$6.48M -$3.45M +$3.03M AAPL, MSFT, SCHB, BRKB, VGT 13F-HR 4/24/2024, 10:54 AM
Q4 2023 680 $226M +$6.26M -$4.6M +$1.66M AAPL, MSFT, SCHB, BRKB, VGT 13F-HR 1/23/2024, 03:43 PM
Q3 2023 680 $204M +$4.9M -$1.81M +$3.09M AAPL, MSFT, SCHB, BRKB, VGT 13F-HR 10/30/2023, 03:50 PM
Q2 2023 686 $210M +$9.19M -$7.58M +$1.62M AAPL, MSFT, SCHB, BRKB, VGT 13F-HR 8/4/2023, 09:47 AM
Q1 2023 681 $195M +$6.08M -$1.49M +$4.59M AAPL, MSFT, SCHB, BRKB, VGT 13F-HR 4/5/2023, 05:28 PM
Q4 2022 668 $180M +$4.45M -$7.64M -$3.18M AAPL, MSFT, SCHB, BRKB, VTEB 13F-HR 2/13/2023, 05:44 PM
Q3 2022 690 $171M +$12.7M -$2.93M +$9.76M AAPL, MSFT, SCHB, BRKB, VTEB 13F-HR 11/10/2022, 03:58 PM
Q2 2022 691 $176M +$12.9M -$4.39M +$8.46M AAPL, MSFT, SCHB, BRKB, VGT 13F-HR 8/5/2022, 04:37 PM
Q1 2022 668 $199M +$18.1M -$2.29M +$15.8M AAPL, MSFT, SCHB, BRKB, VGT 13F-HR 5/16/2022, 03:38 PM
Q4 2021 672 $198M +$7.37M -$2.03M +$5.35M AAPL, MSFT, SCHB, BRKB, VGT 13F-HR 1/31/2022, 04:57 PM
Q3 2021 672 $177M +$2.75M -$1.33M +$1.42M AAPL, MSFT, SCHB, BRKB, VGT 13F-HR 11/12/2021, 09:32 AM
Q2 2021 657 $177M +$5.84M -$3.82M +$2.02M AAPL, MSFT, SCHB, BRKB, VGT 13F-HR 8/3/2021, 10:47 AM
Q1 2021 649 $166M +$2.57M -$1.91M +$662K AAPL, MSFT, SCHB, BRKB, VGT 13F-HR 4/27/2021, 06:08 PM
Q4 2020 637 $157M +$4.16M -$1.66M +$2.5M AAPL, MSFT, SCHB, BRKB, VGT 13F-HR 1/26/2021, 06:30 PM
Q3 2020 617 $138M +$12.5M -$1.66M +$10.9M AAPL, MSFT, SCHB, BRKB, VGT 13F-HR 11/12/2020, 11:46 AM
Q2 2020 604 $126M +$3.4M -$4.29M -$893K AAPL, MSFT, SCHB, BRKB, VGT 13F-HR 8/5/2020, 03:09 PM
Q1 2020 603 $108M +$3.15M -$2.17M +$982K AAPL, MSFT, SCHB, BRKB, JNJ 13F-HR 5/5/2020, 10:05 AM
Q4 2019 621 $133M +$26.8M -$2.04M +$24.8M AAPL, SCHB, MSFT, BRKB, JNJ 13F-HR 1/30/2020, 10:15 AM
Q3 2019 113 $101M +$1.97M -$3.03M -$1.06M AAPL, BRKB, SCHB, MSFT, JNJ 13F-HR 11/6/2019, 02:58 PM
Q2 2019 110 $101M +$2.92M -$2.14M +$771K AAPL, BRKB, SCHB, MSFT, JNJ 13F-HR 7/30/2019, 03:47 PM
Q1 2019 108 $96.6M +$2.19M -$3.48M -$1.29M AAPL, BRKB, SCHB, MSFT, JNJ 13F-HR 4/23/2019, 04:44 PM
Q4 2018 106 $87.4M +$4.77M -$7.98M -$3.21M BRKB, SCHB, AAPL, JNJ, MSFT 13F-HR 1/15/2019, 05:43 PM
Q3 2018 122 $103M +$5.75M -$2.36M +$3.39M AAPL, BRKB, SCHB, JNJ, MSFT 13F-HR 11/9/2018, 09:02 AM
Q2 2018 114 $92.5M +$2.23M -$1.76M +$468K BRKB, AAPL, SCHB, JNJ, MSFT 13F-HR 8/1/2018, 04:10 PM
Q1 2018 117 $91.2M +$4.04M -$1.84M +$2.2M BRKB, AAPL, JNJ, SCHB, MSFT 13F-HR 4/27/2018, 04:57 PM
Q4 2017 117 $90.7M $0 $0 BRKB, AAPL, JNJ, SCHB, SDY 13F-HR 2/6/2018, 05:31 PM