0001398344-20-002525.txt : 20200210 0001398344-20-002525.hdr.sgml : 20200210 20200210111421 ACCESSION NUMBER: 0001398344-20-002525 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200210 DATE AS OF CHANGE: 20200210 EFFECTIVENESS DATE: 20200210 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ROWLAND CARMICHAEL ADVISORS INC /ADV CENTRAL INDEX KEY: 0000825052 IRS NUMBER: 860568468 STATE OF INCORPORATION: AZ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19805 FILM NUMBER: 20590263 BUSINESS ADDRESS: STREET 1: 6720 NORTH SCOTTSDALE ROAD, SUITE 212 CITY: Scottsdale STATE: AZ ZIP: 85253-4426 BUSINESS PHONE: 480-421-2660 MAIL ADDRESS: STREET 1: 6720 NORTH SCOTTSDALE ROAD, SUITE 212 CITY: SCOTTSDALE STATE: AZ ZIP: 85253-4426 FORMER COMPANY: FORMER CONFORMED NAME: ROWLAND CARMICHAEL & LEMON ADVISORS INC /ADV DATE OF NAME CHANGE: 19990218 FORMER COMPANY: FORMER CONFORMED NAME: ROWLAND CARMICHAEL & OCONNELL ADVISORS INC /ADV DATE OF NAME CHANGE: 19960613 FORMER COMPANY: FORMER CONFORMED NAME: INVESTMENT MANAGEMENT CONSULTANTS INC /ADV DATE OF NAME CHANGE: 19950725 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0000825052 XXXXXXXX 12-31-2019 12-31-2019 false ROWLAND CARMICHAEL ADVISORS INC /ADV

6720 NORTH SCOTTSDALE ROAD, SUITE 212 SCOTTSDALE AZ 85253-4426

13F HOLDINGS REPORT 028-19805 N Janice Lee Orick 480-421-2660 /s/ Janice Lee Orick Scottsdale AZ 02-10-2020 0 351 291201 INFORMATION TABLE 2 fp0050449_13fhr-table.xml 13F INFORMATION TABLE AMDOCS LTD SHS G02602103 274 3800 SH SOLE 3800 0 0 AON PLC SHS CL A G0408V102 723 3471 SH SOLE 3471 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 933 4430 SH SOLE 4430 0 0 CLARIVATE ANALYTICS PLC COM G21810109 1057 62945 SH SOLE 62945 0 0 HELEN OF TROY CORP LTD COM G4388N106 253 1405 SH SOLE 1405 0 0 LIVANOVA PLC SHS G5509L101 290 3840 SH SOLE 3840 0 0 MEDTRONIC PLC SHS G5960L103 931 8206 SH SOLE 8206 0 0 APTIV PLC SHS G6095L109 781 8222 SH SOLE 8222 0 0 WHITE MTNS INS GROUP LTD COM G9618E107 501 449 SH SOLE 449 0 0 CHUBB LIMITED COM H1467J104 982 6310 SH SOLE 6310 0 0 AT&T INC COM 00206R102 352 9008 SH SOLE 9008 0 0 ABBOTT LABS COM 002824100 1201 13824 SH SOLE 13824 0 0 ABBVIE INC COM 00287Y109 307 3472 SH SOLE 3472 0 0 ABERDEEN ASIA PACIFIC INCOM COM 003009107 1186 278997 SH SOLE 278997 0 0 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INCOME FD COM 880198106 717 117000 SH SOLE 117000 0 0 TEMPUR SEALY INTL INC COM 88023U101 427 4899 SH SOLE 4899 0 0 TEXAS INSTRS INC COM 882508104 995 7755 SH SOLE 7755 0 0 3M CO COM 88579Y101 743 4212 SH SOLE 4212 0 0 TRAVELERS COMPANIES INC COM 89417E109 300 2191 SH SOLE 2191 0 0 TYLER TECHNOLOGIES INC COM 902252105 386 1288 SH SOLE 1288 0 0 UMH PPTYS INC COM 903002103 267 16979 SH SOLE 16979 0 0 ULTA BEAUTY INC COM 90384S303 301 1189 SH SOLE 1189 0 0 UNIFIRST CORP MASS COM 904708104 370 1831 SH SOLE 1831 0 0 V F CORP COM 918204108 1062 10654 SH SOLE 10654 0 0 VANECK VECTORS ETF TR AMT FREE INT ETF 92189H201 27 530 SH SOLE 530 0 0 VANECK VECTORS ETF TR JP MORGAN MKTS 92189H300 411 12087 SH SOLE 12087 0 0 VANGUARD GROUP DIV APP ETF 921908844 1043 8368 SH SOLE 8368 0 0 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 26 320 SH SOLE 320 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 277 3298 SH SOLE 3298 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 944 21414 SH SOLE 21414 0 0 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 18 302 SH SOLE 302 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 366 4520 SH SOLE 4520 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 211 3929 SH SOLE 3929 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 663 14906 SH SOLE 14906 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 186 972 SH SOLE 972 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 23 160 SH SOLE 160 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 24 300 SH SOLE 300 0 0 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 789 14848 SH SOLE 14848 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 16 177 SH SOLE 177 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2891 9772 SH SOLE 9772 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 11799 127160 SH SOLE 127160 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 38 212 SH SOLE 212 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 240 1621 SH SOLE 1621 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 17 138 SH SOLE 138 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 12 100 SH SOLE 100 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 49 293 SH SOLE 293 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 21276 130036 SH SOLE 130036 0 0 VEREIT INC COM 92339V100 971 105057 SH SOLE 105057 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1172 19092 SH SOLE 19092 0 0 VISA INC COM CL A 92826C839 2501 13310 SH SOLE 13310 0 0 WABCO HLDGS INC COM 92927K102 241 1780 SH SOLE 1780 0 0 W P CAREY INC COM 92936U109 1734 21665 SH SOLE 21665 0 0 WALMART INC COM 931142103 209 1760 SH SOLE 1760 0 0 WATERS CORP COM 941848103 288 1234 SH SOLE 1234 0 0 WATSCO INC COM 942622200 878 4872 SH SOLE 4872 0 0 WELLS FARGO CO NEW COM 949746101 3542 65840 SH SOLE 65840 0 0 WELLS FARGO CO NEW PERP PFD CNV A 949746804 51 35 SH SOLE 35 0 0 WESTERN ASSET HIGH INCM OPP COM 95766K109 421 83000 SH SOLE 83000 0 0 WILLIAMS SONOMA INC COM 969904101 513 6980 SH SOLE 6980 0 0 WOODWARD INC COM 980745103 488 4120 SH SOLE 4120 0 0 WORKDAY INC CL A 98138H101 297 1807 SH SOLE 1807 0 0 WORLD GOLD TR SPDR GLD MINIS 98149E204 495 32700 SH SOLE 32700 0 0 WRAP TECHNOLOGIES INC COM 98212N107 160 25000 SH SOLE 25000 0 0 XCEL ENERGY INC COM 98389B100 240 3778 SH SOLE 3778 0 0 XILINX INC COM 983919101 857 8766 SH SOLE 8766 0 0 ZIMMER BIOMET HLDGS INC COM 98956P102 269 1799 SH SOLE 1799 0 0 ZIONS BANCORPORATION N A COM 989701107 1582 30461 SH SOLE 30460 0 0