0001730295-18-000006.txt : 20180427 0001730295-18-000006.hdr.sgml : 20180427 20180427165731 ACCESSION NUMBER: 0001730295-18-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180427 DATE AS OF CHANGE: 20180427 EFFECTIVENESS DATE: 20180427 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Carmichael Hill & Associates, Inc. CENTRAL INDEX KEY: 0001730295 IRS NUMBER: 521614317 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18276 FILM NUMBER: 18785208 BUSINESS ADDRESS: STREET 1: 18 EAST DIAMOND AVE. CITY: GAITHERSBURG STATE: MD ZIP: 20877 BUSINESS PHONE: 301-217-9300 MAIL ADDRESS: STREET 1: 18 EAST DIAMOND AVE. CITY: GAITHERSBURG STATE: MD ZIP: 20877 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001730295 XXXXXXXX 03-31-2018 03-31-2018 Carmichael Hill & Associates, Inc.

18 EAST DIAMOND AVE. GAITHERSBURG MD 20877

13F HOLDINGS REPORT 028-18276 N James Stewart 301-217-9300 James Stewart Gaithersburg MD 04-27-2018 0 118 91522 false INFORMATION TABLE 2 13fcha033118.xml CHA 033118 13F A T & T INC COM 00206R102 1631 45754 SH SOLE 3434 0 42320 ABBOTT LABS COM 002824100 233 3881 SH SOLE 331 0 3550 ABBVIE INC COM 00287Y109 385 4069 SH SOLE 324 0 3745 ALPHABET INC CAP STK CL A 02079K305 1347 1299 SH SOLE 160 0 1139 ALPHABET INC CAP STK CL C 02079K107 490 475 SH SOLE 10 0 465 ALTRIA GROUP INC COM 02209S103 1020 16363 SH SOLE 2681 0 13682 AMAZON COM INC COM 023135106 855 591 SH SOLE 80 0 511 AMAZON COM INC CALL 023135906 365 8 SH Call SOLE 0 0 8 AMGEN INC COM 031162100 246 1445 SH SOLE 237 0 1208 APPLE INC COM 037833100 4056 24175 SH SOLE 2256 0 21919 APPLIED MATLS INC COM 038222105 249 4475 SH SOLE 0 0 4475 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4946 24793 SH SOLE 2012 0 22781 BOEING CO COM 097023105 1602 4886 SH SOLE 1303 0 3583 BRISTOL MYERS SQUIBB CO COM 110122108 265 4186 SH SOLE 0 0 4186 CATERPILLAR INC COM 149123101 564 3830 SH SOLE 1100 0 2730 CENTRAL FD CDA LTD CL A 153501101 154 11671 SH SOLE 0 0 11671 CHEVRON CORP NEW COM 166764100 310 2721 SH SOLE 0 0 2721 CISCO SYS INC COM 17275R102 1302 30355 SH SOLE 2457 0 27898 CLAYMORE EXCHANGE TRD FD TR GUG BULL2020 E 18383M514 275 13058 SH SOLE 0 0 13058 CLOROX CO DEL COM 189054109 220 1656 SH SOLE 56 0 1600 COCA COLA CO COM 191216100 416 9585 SH SOLE 1666 0 7919 COHEN & STEERS LTD DUR PFD I COM 19248C105 1201 47078 SH SOLE 3290 0 43788 CONSOLIDATED EDISON INC COM 209115104 248 3184 SH SOLE 0 0 3184 COSTCO WHSL CORP NEW COM 22160K105 487 2587 SH SOLE 0 0 2587 DEERE & CO COM 244199105 217 1394 SH SOLE 1000 0 394 DISNEY WALT CO COM DISNEY 254687106 231 2301 SH SOLE 396 0 1905 DOMINION ENERGY INC COM 25746U109 204 3032 SH SOLE 557 0 2475 DOWDUPONT INC COM 26078J100 1138 17856 SH SOLE 4072 0 13784 DUKE ENERGY CORP NEW COM NEW 26441C204 337 4347 SH SOLE 295 0 4052 ENTERPRISE PRODS PARTNERS L COM 293792107 213 8682 SH SOLE 0 0 8682 EXXON MOBIL CORP COM 30231G102 1148 15389 SH SOLE 474 0 14915 FACEBOOK INC CL A 30303M102 396 2478 SH SOLE 740 0 1738 GENERAL ELECTRIC CO COM 369604103 650 48186 SH SOLE 4229 0 43957 GOLDMAN SACHS GROUP INC COM 38141G104 204 809 SH SOLE 150 0 659 HARRIS CORP DEL COM 413875105 286 1775 SH SOLE 0 0 1775 HOME DEPOT INC COM 437076102 586 3285 SH SOLE 300 0 2985 HONEYWELL INTL INC COM 438516106 611 4225 SH SOLE 810 0 3415 INTEL CORP COM 458140100 990 19017 SH SOLE 2721 0 16296 INTERNATIONAL BUSINESS MACHS COM 459200101 718 4677 SH SOLE 200 0 4477 ISHARES TR CORE HIGH DV ETF 46429B663 281 3329 SH SOLE 557 0 2772 ISHARES TR CORE S&P MCP ETF 464287507 1196 6376 SH SOLE 1170 0 5206 ISHARES TR CORE S&P SCP ETF 464287804 524 6799 SH SOLE 750 0 6049 ISHARES TR CORE S&P500 ETF 464287200 344 1298 SH SOLE 68 0 1230 ISHARES TR GLOB HLTHCRE ETF 464287325 201 1801 SH SOLE 138 0 1663 ISHARES TR MSCI EAFE ETF 464287465 208 2980 SH SOLE 0 0 2980 ISHARES TR S&P MC 400GR ETF 464287606 816 3739 SH SOLE 389 0 3350 ISHARES TR S&P SML 600 GWT 464287887 262 1509 SH SOLE 389 0 1120 ISHARES TR S&P US PFD STK 464288687 701 18660 SH SOLE 1265 0 17395 JOHNSON & JOHNSON COM 478160104 3507 27363 SH SOLE 2201 0 25162 JPMORGAN CHASE & CO COM 46625H100 696 6331 SH SOLE 176 0 6155 LILLY ELI & CO COM 532457108 230 2976 SH SOLE 0 0 2976 LOCKHEED MARTIN CORP COM 539830109 905 2677 SH SOLE 439 0 2238 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 357 6112 SH SOLE 0 0 6112 MARRIOTT INTL INC NEW CL A 571903202 279 2049 SH SOLE 0 0 2049 MCDONALDS CORP COM 580135101 1593 10186 SH SOLE 125 0 10061 MEDTRONIC PLC SHS G5960L103 348 4341 SH SOLE 0 0 4341 MERCK & CO INC COM 58933Y105 444 8144 SH SOLE 300 0 7844 MICROSOFT CORP COM 594918104 3006 32935 SH SOLE 1177 0 31758 MONDELEZ INTL INC CL A 609207105 232 5552 SH SOLE 800 0 4752 NORTHROP GRUMMAN CORP COM 666807102 241 690 SH SOLE 0 0 690 NOVARTIS A G SPONSORED ADR 66987V109 370 4578 SH SOLE 900 0 3678 NUVEEN MARYLAND QLT MUN INC COM 67061Q107 601 49672 SH SOLE 0 0 49672 ORACLE CORP COM 68389X105 207 4530 SH SOLE 2000 0 2530 PEPSICO INC COM 713448108 812 7437 SH SOLE 450 0 6987 PFIZER INC COM 717081103 541 15237 SH SOLE 1214 0 14023 PHILIP MORRIS INTL INC COM 718172109 501 5044 SH SOLE 500 0 4544 POWERSHARES ETF TRUST FINL PFD PTFL 73935X229 273 14692 SH SOLE 0 0 14692 POWERSHARES ETF TR II VAR RATE PFD POR 73937B597 367 14582 SH SOLE 350 0 14232 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 497 3103 SH SOLE 259 0 2844 PROCTER AND GAMBLE CO COM 742718109 1372 17312 SH SOLE 2035 0 15277 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 1721 17304 SH SOLE 2754 0 14550 RYDEX ETF TRUST GUG S&P500EQWTFI 78355W858 634 14452 SH SOLE 2802 0 11650 SCHLUMBERGER LTD COM 806857108 200 3091 SH SOLE 1045 0 2046 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 3505 54951 SH SOLE 18446 0 36505 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1785 25820 SH SOLE 7662 0 18158 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1837 34739 SH SOLE 11186 0 23553 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 867 13744 SH SOLE 8455 0 5289 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1330 39451 SH SOLE 10981 0 28470 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 784 27317 SH SOLE 6252 0 21065 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 636 8864 SH SOLE 2506 0 6358 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 498 10147 SH SOLE 1210 0 8937 SCHWAB STRATEGIC TR US TIPS ETF 808524870 209 3801 SH SOLE 5 0 3796 SELECT SECTOR SPDR TR ENERGY 81369Y506 280 4151 SH SOLE 585 0 3566 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 224 8110 SH SOLE 1385 0 6725 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 209 3200 SH SOLE 0 0 3200 SOUTHERN CO COM 842587907 432 9666 SH SOLE 1296 0 8370 SPDR SERIES TRUST S&P DIVID ETF 78464A763 2755 30209 SH SOLE 4274 0 25935 SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201 452 1944 SH SOLE 190 0 1754 SPDR SERIES TRUST S&P 400 MDCP GRW 78464A821 257 1635 SH SOLE 0 0 1635 TOTAL S A SPONSORED ADR 89151E109 273 4725 SH SOLE 800 0 3925 UNITED TECHNOLOGIES CORP COM 913017109 851 6763 SH SOLE 1581 0 5182 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 2392 21443 SH SOLE 2757 0 18686 VANGUARD INDEX FDS SMALL CP ETF 922908751 1429 9731 SH SOLE 824 0 8907 VANGUARD INDEX FDS TOTAL STK MKT 922908769 945 6963 SH SOLE 20 0 6943 VANGUARD INDEX FDS MID CAP ETF 922908629 848 5501 SH SOLE 689 0 4812 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 723 6612 SH SOLE 400 0 6212 VANGUARD INDEX FDS GROWTH ETF 922908736 493 3471 SH SOLE 741 0 2730 VANGUARD INDEX FDS LARGE CAP ETF 922908637 469 3873 SH SOLE 695 0 3178 VANGUARD INDEX FDS REIT ETF 922908553 368 4872 SH SOLE 355 0 4517 VANGUARD INDEX FDS SML CP GRW ETF 922908595 313 1909 SH SOLE 0 0 1909 VANGUARD INDEX FDS SM CP VAL ETF 922908611 200 1546 SH SOLE 1000 0 546 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 338 1396 SH SOLE 887 0 509 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 271 2094 SH SOLE 64 0 2030 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 845 15544 SH SOLE 1284 0 14260 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 435 9260 SH SOLE 229 0 9031 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 674 4827 SH SOLE 410 0 4417 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 592 7545 SH SOLE 0 0 7545 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1575 15589 SH SOLE 1134 0 14455 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 568 6882 SH SOLE 556 0 6326 VANGUARD WORLD FDS INF TECH ETF 92204A702 1705 9968 SH SOLE 1208 0 8760 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 827 5385 SH SOLE 516 0 4869 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 282 4065 SH SOLE 790 0 3275 VERIZON COMMUNICATIONS INC COM 92343V104 1440 30113 SH SOLE 2855 0 27258 VISA INC COM CL A 92826C839 201 1677 SH SOLE 535 0 1142 WAL-MART STORES INC COM 931142103 484 5442 SH SOLE 642 0 4800 WELLTOWER INC COM 95040Q104 256 4709 SH SOLE 300 0 4409 WESTERN ASSET CLYM INFL OPP COM 95766R104 114 10028 SH SOLE 0 0 10028 YUM BRANDS INC COM 988498101 288 3378 SH SOLE 0 0 3378