Carmichael Hill & Associates, Inc. Q3 2023 vs. Q4 2023 13F Holdings Comparison

Carmichael Hill & Associates, Inc., a prominent investment firm, recently released its 13F Holdings Comparison report, comparing the holdings of various companies from Q3 2023 to Q4 2023. This report provides valuable insights into the changes in holdings made by Carmichael Hill & Associates, Inc. during this period. Let's delve into the details and understand the significant changes that transpired.

In this analysis, we will be focusing on the holdings of some prominent companies and their corresponding changes in value and shares held by Carmichael Hill & Associates, Inc. Let's start.

1. Apple Inc. (AAPL)

Apple Inc., a technology giant, witnessed a slight decrease in shares held by Carmichael Hill & Associates, Inc. during Q4 2023. The number of shares went from 96,430 to 95,963, which represents a drop of 11.9% in value.

2. Microsoft Corp. (MSFT)

Microsoft Corp. also experienced a decrease in shares held by Carmichael Hill & Associates, Inc. The number of shares decreased from 32,021 to 31,429, resulting in a value decrease of 16.9%.

3. Schwab Strategic TR (SCHB)

Schwab Strategic TR witnessed an increase in shares held from 156,063 to 163,202 by Carmichael Hill & Associates, Inc. This increase corresponds to a rise in value of 16.8%.

4. Berkshire Hathaway Inc Del (BRK-B)

Carmichael Hill & Associates, Inc. slightly decreased its holdings in Berkshire Hathaway Inc Del. The number of shares dropped from 20,362 to 20,077, resulting in a minimal change of 0.4% in value.

5. Vanguard World FDS (VGT)

The holdings of Vanguard World FDS increased from 13,267 to 13,464 by Carmichael Hill & Associates, Inc. during this period. The change corresponds to a rise in value of 18.4%.

6. Schwab Strategic TR (SCHX)

Schwab Strategic TR witnessed a significant increase in shares held by Carmichael Hill & Associates, Inc. The number of shares rose substantially from 96,092 to 103,640, resulting in a noticeable change of 20.2% in value.

7. SPDR Ser TR (SDY)

Carmichael Hill & Associates, Inc. slightly decreased its holdings in SPDR Ser TR. The number of shares dropped from 42,553 to 42,333, resulting in a minimal change of 8.1% in value.

8. Invesco Exchange Traded FD T (RSP)

Invesco Exchange Traded FD T experienced an increase in shares held by Carmichael Hill & Associates, Inc. The number of shares rose from 30,038 to 31,048, resulting in a change of 15.1% in value.

9. Vanguard Mun BD FDS (VTEB)

Vanguard Mun BD FDS witnessed a decrease in shares held by Carmichael Hill & Associates, Inc. The number of shares dropped from 85,194 to 80,134, resulting in a slight value decrease of 0.2%.

10. Alphabet Inc. (GOOGL)

Alphabet Inc. experienced a slight decrease in shares held by Carmichael Hill & Associates, Inc. The number of shares dropped from 27,921 to 27,771, resulting in a minimal change of 6.2% in value.

These are just a few examples of the numerous changes in holdings made by Carmichael Hill & Associates, Inc. during Q3 2023 to Q4 2023. It is evident that the investment firm made various strategic decisions to align its portfolio according to market conditions and investment strategies.

Please note that this analysis is based on publicly available information and does not provide any financial advice. Carmichael Hill & Associates, Inc.'s decision-making process may involve various factors and considerations beyond the scope of this report.

In conclusion, Carmichael Hill & Associates, Inc.'s 13F Holdings Comparison report offers valuable insights into the changes in holdings made by the investment firm. This data provides valuable information for investors and industry enthusiasts to understand market trends and investment strategies.

DISCLAIMER: This article is for informational purposes only and should not be interpreted as financial advice.