Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CARMICHAEL HILL & ASSOCIATES INC 01-23-2024 12-31-2023 791 241,446,998
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $18,475,712 95,963 0.01 0.01 -467 -0.48 12-31-2023
MICROSOFT CORP COM 2 $11,818,720 31,429 0.00 0.00 -592 -1.85 12-31-2023
SCHWAB STRATEGIC TR US BRD MKT ETF 3 $9,085,464 163,202 0.00 0.00 7,139 4.57 12-31-2023
BERKSHIRE HATHAWAY INC DEL CL B NEW 4 $7,160,663 20,077 0.00 0.00 -285 -1.40 12-31-2023
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6