StockDriftsStockDriftsTop 50 Carmichael Hill & Associates, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.51% | 90.9K | $21.2M | -0.32%(-292) | — | 2024-09-30 | |
| MSFT | MICROSOFT CORP | 4.81% | 31.5K | $13.6M | -0.43%(-136) | — | 2024-09-30 | |
| SCHB | SCHWAB STRATEGIC TR | 4.01% | 170.1K | $11.3M | +1.95%(+3.26K) | — | 2024-09-30 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 3.11% | 19.1K | $8.8M | -0.58%(-112) | — | 2024-09-30 | |
| SCHX | SCHWAB STRATEGIC TR | 3.11% | 129.1K | $8.8M | +12.95%(+14.81K) | — | 2024-09-30 | |
| VGT | VANGUARD WORLD FD | 2.83% | 13.6K | $8.0M | +3.96%(+517) | — | 2024-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.36% | 37.2K | $6.7M | +6.73%(+2.35K) | — | 2024-09-30 | |
| SDY | SPDR SER TR | 2.14% | 42.6K | $6.0M | +1.36%(+569) | — | 2024-09-30 | |
| VB | VANGUARD INDEX FDS | 1.78% | 21.2K | $5.0M | +17.60%(+3.17K) | — | 2024-09-30 | |
| GOOGL | ALPHABET INC | 1.67% | 28.4K | $4.7M | +2.14%(+595) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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