0001730295-18-000010.txt : 20181109 0001730295-18-000010.hdr.sgml : 20181109 20181109090210 ACCESSION NUMBER: 0001730295-18-000010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181109 DATE AS OF CHANGE: 20181109 EFFECTIVENESS DATE: 20181109 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: 181171535 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 09-30-2018 09-30-2018 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 11-09-2018 0 123 103522 false INFORMATION TABLE 2 13fcha093018.xml CHA 093018 13F A T & T INC COM 00206R102 1609 47918 SH SOLE 3995 0 43923 ABBOTT LABS COM 002824100 277 3782 SH SOLE 332 0 3450 ABBVIE INC COM 00287Y109 385 4073 SH SOLE 328 0 3745 ALPHABET INC CAP STK CL A 02079K305 1584 1312 SH SOLE 165 0 1147 ALPHABET INC CAP STK CL C 02079K107 585 490 SH SOLE 31 0 459 ALTRIA GROUP INC COM 02209S103 989 16391 SH SOLE 2709 0 13682 AMAZON COM INC COM 023135106 1276 637 SH SOLE 79 0 558 AMAZON COM INC CALL 023135906 751 8 SH Call SOLE 0 0 8 AMGEN INC COM 031162100 300 1446 SH SOLE 238 0 1208 APPLE INC COM 037833100 5371 23794 SH SOLE 2287 0 21507 AUTOMATIC DATA PROCESSING IN COM 053015103 206 1367 SH SOLE 0 0 1367 BAXTER INTL INC COM 071813109 404 5244 SH SOLE 0 0 5244 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5310 24801 SH SOLE 2012 0 22789 BLACKROCK MD MUNICIPAL BOND COM 09249L105 148 10750 SH SOLE 0 0 10750 BOEING CO COM 097023105 1804 4851 SH SOLE 1303 0 3548 BRISTOL MYERS SQUIBB CO COM 110122108 236 3798 SH SOLE 0 0 3798 CATERPILLAR INC COM 149123101 576 3780 SH SOLE 1100 0 2680 CENTRAL FD CDA LTD CL A 153501101 119 10204 SH SOLE 0 0 10204 CHEVRON CORP NEW COM 166764100 303 2476 SH SOLE 0 0 2476 CISCO SYS INC COM 17275R102 1482 30457 SH SOLE 2491 0 27966 CLOROX CO DEL COM 189054109 227 1507 SH SOLE 57 0 1450 COCA COLA CO COM 191216100 443 9601 SH SOLE 1675 0 7926 COHEN & STEERS LTD DUR PFD I COM 19248C105 1324 55587 SH SOLE 6363 0 49224 CONSOLIDATED EDISON INC COM 209115104 236 3100 SH SOLE 0 0 3100 COSTCO WHSL CORP NEW COM 22160K105 608 2587 SH SOLE 0 0 2587 CVS HEALTH CORP COM 126650100 235 2979 SH SOLE 307 0 2672 DEERE & CO COM 244199105 210 1394 SH SOLE 1000 0 394 DISNEY WALT CO COM DISNEY 254687106 244 2087 SH SOLE 521 0 1566 DOMINION ENERGY INC COM 25746U109 214 3045 SH SOLE 570 0 2475 DOWDUPONT INC COM 26078J100 1105 17178 SH SOLE 3770 0 13408 DUKE ENERGY CORP NEW COM NEW 26441C204 373 4660 SH SOLE 602 0 4058 ENTERPRISE PRODS PARTNERS L COM 293792107 249 8682 SH SOLE 0 0 8682 EXXON MOBIL CORP COM 30231G102 1304 15338 SH SOLE 478 0 14860 FACEBOOK INC CL A 30303M102 393 2392 SH SOLE 854 0 1538 FORD MTR CO DEL COM PAR $0.01 345370860 97 10488 SH SOLE 4466 0 6022 GENERAL ELECTRIC CO COM 369604103 493 43641 SH SOLE 3495 0 40146 GOLDMAN SACHS GROUP INC COM 38141G104 217 969 SH SOLE 290 0 679 HARRIS CORP DEL COM 413875105 295 1744 SH SOLE 0 0 1744 HOME DEPOT INC COM 437076102 682 3292 SH SOLE 300 0 2992 HONEYWELL INTL INC COM 438516106 703 4225 SH SOLE 810 0 3415 INTEL CORP COM 458140100 902 19068 SH SOLE 2722 0 16346 INTERNATIONAL BUSINESS MACHS COM 459200101 709 4687 SH SOLE 200 0 4487 INVESCO EXCH TRD SLF IDX FD BULSHS 2020 CB 46138J502 262 12423 SH SOLE 0 0 12423 INVESCO EXCHANGE TRADED FD T FINL PFD ETF 46137V621 282 15492 SH SOLE 0 0 15492 INVESCO EXCHNG TRADED FD TR VAR RATE PFD 46138G870 397 15965 SH SOLE 675 0 15290 ISHARES TR CORE HIGH DV ETF 46429B663 279 3083 SH SOLE 557 0 2526 ISHARES TR CORE S&P MCP ETF 464287507 1284 6381 SH SOLE 1249 0 5132 ISHARES TR CORE S&P SCP ETF 464287804 600 6873 SH SOLE 823 0 6050 ISHARES TR CORE S&P500 ETF 464287200 430 1468 SH SOLE 238 0 1230 ISHARES TR GLOB HLTHCRE ETF 464287325 208 3304 SH SOLE 276 0 3028 ISHARES TR MSCI EAFE ETF 464287465 203 2990 SH SOLE 0 0 2990 ISHARES TR SELECT DIVID ETF 464287168 202 2024 SH SOLE 127 0 1897 ISHARES TR S&P MC 400GR ETF 464287606 939 4032 SH SOLE 389 0 3643 ISHARES TR S&P SML 600 GWT 464287887 304 1509 SH SOLE 389 0 1120 ISHARES TR S&P US PFD STK 464288687 734 19776 SH SOLE 1265 0 18511 ISHARES TR US AER DEF ETF 464288760 219 1014 SH SOLE 207 0 807 JOHNSON & JOHNSON COM 478160104 3783 27379 SH SOLE 2202 0 25177 JPMORGAN CHASE & CO COM 46625H100 748 6633 SH SOLE 476 0 6157 LILLY ELI & CO COM 532457108 319 2976 SH SOLE 0 0 2976 LOCKHEED MARTIN CORP COM 539830109 860 2487 SH SOLE 439 0 2048 MARRIOTT INTL INC NEW CL A 571903202 271 2049 SH SOLE 0 0 2049 MASTERCARD INCORPORATED CL A 57636Q104 204 918 SH SOLE 402 0 516 MCDONALDS CORP COM 580135101 1704 10186 SH SOLE 125 0 10061 MEDTRONIC PLC SHS G5960L103 427 4341 SH SOLE 0 0 4341 MERCK & CO INC COM 58933Y105 562 7925 SH SOLE 300 0 7625 MICROSOFT CORP COM 594918104 3744 32740 SH SOLE 1281 0 31459 MONDELEZ INTL INC CL A 609207105 239 5552 SH SOLE 800 0 4752 NICE LTD SPONSORED ADR 653656108 206 1800 SH SOLE 500 0 1300 NOVARTIS A G SPONSORED ADR 66987V109 354 4108 SH SOLE 900 0 3208 NUVEEN MARYLAND QLT MUN INC COM 67061Q107 587 49814 SH SOLE 0 0 49814 ORACLE CORP COM 68389X105 234 4530 SH SOLE 2000 0 2530 PEPSICO INC COM 713448108 836 7475 SH SOLE 485 0 6990 PFIZER INC COM 717081103 669 15175 SH SOLE 1221 0 13954 PHILIP MORRIS INTL INC COM 718172109 419 5144 SH SOLE 600 0 4544 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 635 3417 SH SOLE 303 0 3114 PROCTER AND GAMBLE CO COM 742718109 1412 16964 SH SOLE 2038 0 14926 QUALCOMM INC COM 747525103 221 3070 SH SOLE 1000 0 2070 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 1927 18045 SH SOLE 2758 0 15287 RYDEX ETF TRUST GUG S&P500EQWTFI 78355W858 701 16302 SH SOLE 2802 0 13500 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 4410 62654 SH SOLE 20334 0 42320 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2149 28208 SH SOLE 8787 0 19421 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2156 37280 SH SOLE 12172 0 25108 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1091 15685 SH SOLE 9946 0 5739 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2027 60457 SH SOLE 14841 0 45616 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 787 30597 SH SOLE 6798 0 23799 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 808 9850 SH SOLE 2728 0 7122 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 568 10710 SH SOLE 1769 0 8941 SCHWAB STRATEGIC TR US TIPS ETF 808524870 205 3801 SH SOLE 5 0 3796 SELECT SECTOR SPDR TR ENERGY 81369Y506 314 4151 SH SOLE 585 0 3566 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 241 3200 SH SOLE 0 0 3200 SOUTHERN CO COM 842587907 410 9410 SH SOLE 1312 0 8098 SPDR SERIES TRUST S&P DIVID ETF 78464A763 2981 30443 SH SOLE 4302 0 26141 SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201 567 8402 SH SOLE 760 0 7642 SPDR SERIES TRUST S&P 400 MDCP GRW 78464A821 285 5099 SH SOLE 0 0 5099 UNITED PARCEL SERVICE INC CL B 911312106 210 1800 SH SOLE 700 0 1100 UNITED TECHNOLOGIES CORP COM 913017109 939 6714 SH SOLE 1582 0 5132 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 2749 22423 SH SOLE 2767 0 19656 VANGUARD INDEX FDS SMALL CP ETF 922908751 1650 10151 SH SOLE 844 0 9307 VANGUARD INDEX FDS TOTAL STK MKT 922908769 939 6278 SH SOLE 20 0 6258 VANGUARD INDEX FDS MID CAP ETF 922908629 902 5495 SH SOLE 712 0 4783 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 752 6654 SH SOLE 400 0 6254 VANGUARD INDEX FDS GROWTH ETF 922908736 543 3373 SH SOLE 743 0 2630 VANGUARD INDEX FDS LARGE CAP ETF 922908637 531 3980 SH SOLE 695 0 3285 VANGUARD INDEX FDS REIT ETF 922908553 345 4272 SH SOLE 355 0 3917 VANGUARD INDEX FDS SML CP GRW ETF 922908595 388 2069 SH SOLE 0 0 2069 VANGUARD INDEX FDS SM CP VAL ETF 922908611 202 1446 SH SOLE 1000 0 446 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 394 1475 SH SOLE 953 0 522 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 304 2135 SH SOLE 64 0 2071 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 886 17026 SH SOLE 1298 0 15728 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 378 9231 SH SOLE 231 0 9000 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 858 5370 SH SOLE 410 0 4960 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 248 3174 SH SOLE 0 0 3174 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1723 15565 SH SOLE 1141 0 14424 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 601 6896 SH SOLE 561 0 6335 VANGUARD WORLD FDS INF TECH ETF 92204A702 2180 10761 SH SOLE 1230 0 9531 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 1048 5809 SH SOLE 519 0 5290 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 282 4068 SH SOLE 793 0 3275 VERIZON COMMUNICATIONS INC COM 92343V104 1610 30156 SH SOLE 2932 0 27224 VISA INC COM CL A 92826C839 252 1679 SH SOLE 536 0 1143 WAL-MART STORES INC COM 931142103 507 5396 SH SOLE 642 0 4754 WELLTOWER INC COM 95040Q104 303 4709 SH SOLE 300 0 4409 WESTERN ASSET CLYM INFL OPP COM 95766R104 109 10028 SH SOLE 0 0 10028 YUM BRANDS INC COM 988498101 307 3378 SH SOLE 0 0 3378