Rowland Carmichael Advisors

Latest statistics and disclosures from Rowland Carmichael Advisors's latest quarterly 13F-HR filing:

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Portfolio Holdings for Rowland Carmichael Advisors

Companies in the Rowland Carmichael Advisors portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.4 $17M 472k 36.01
Apple (AAPL) 4.6 $15M 111k 132.69
Ishares Msci Jpn Etf New (EWJ) 3.5 $11M +482% 166k 67.56
Vanguard Index Fds Real Estate Etf (VNQ) 2.8 $8.7M -18% 103k 84.93
Ishares Tr Esg Awr Msci Usa (ESGU) 2.4 $7.5M +6% 87k 86.03
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.1 $6.7M +25% 22k 313.76
Ishares Tr Us Treas Bd Etf (GOVT) 2.0 $6.4M +7% 236k 27.24
Ishares Core Msci Emkt (IEMG) 2.0 $6.3M +237% 102k 62.04
World Gold Tr Spdr Gld Minis (GLDM) 1.9 $6.0M +330% 315k 18.94
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.7 $5.5M +32% 126k 43.96
Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $4.8M +6% 25k 194.65
Ishares Tr Core S&p500 Etf (IVV) 1.4 $4.6M +194% 12k 375.35
Spdr Ser Tr Portfolio Intrmd (SPIB) 1.3 $4.2M -5% 114k 37.18
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.2 $3.8M NEW 22k 175.19
Microsoft Corporation (MSFT) 1.2 $3.7M +3% 17k 222.41
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 1.1 $3.6M 27k 133.19
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.1 $3.5M -18% 63k 55.16
Wells Fargo & Company (WFC) 1.1 $3.5M +72% 115k 30.18
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 1.1 $3.3M 22k 150.92
Ishares Tr Barclays 7 10 Yr (IEF) 1.0 $3.1M +510% 26k 119.96
Visa Com Cl A (V) 0.9 $2.9M 13k 218.71
Wisdomtree Tr Em Ex St-owned (XSOE) 0.9 $2.8M +19% 70k 39.67
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $2.7M 7.8k 343.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $2.7M 12k 231.86
Spdr Ser Tr Portfolio Ln Cor (SPLB) 0.8 $2.6M +26% 79k 33.09
Ishares Tr Eafe Grwth Etf (EFG) 0.8 $2.5M +3% 25k 100.92
Ishares Tr Modert Alloc Etf (AOM) 0.7 $2.3M -3% 54k 43.20
Paypal Holdings (PYPL) 0.7 $2.3M +21% 10k 234.20
Alphabet Cap Stk Cl A (GOOGL) 0.7 $2.3M 1.3k 1752.62
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $2.3M +2% 6.2k 373.89
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.7 $2.2M +6% 48k 45.44
Johnson & Johnson (JNJ) 0.7 $2.2M -11% 14k 157.41
Amazon (AMZN) 0.6 $2.0M +3% 605.00 3256.20
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.6 $1.9M -16% 38k 50.80
Facebook Cl A (FB) 0.6 $1.9M +3% 7.0k 273.11
Intel Corporation (INTC) 0.6 $1.9M +53% 38k 49.81
Ishares Tr Mbs Etf (MBB) 0.6 $1.9M NEW 17k 110.16
Ishares Tr Conser Alloc Etf (AOK) 0.6 $1.8M -5% 48k 38.75
Danaher Corporation (DHR) 0.6 $1.8M 8.2k 222.17
Ishares Tr Msci Usa Value (VLUE) 0.6 $1.8M +2% 21k 86.93
Starbucks Corporation (SBUX) 0.6 $1.8M 17k 107.01
Ishares Tr Grwt Allocat Etf (AOR) 0.5 $1.6M +26% 31k 52.19
salesforce (CRM) 0.5 $1.6M -7% 7.0k 222.49
Palo Alto Networks (PANW) 0.5 $1.5M 4.2k 355.41
Aptiv SHS (APTV) 0.5 $1.5M 11k 130.33
Iqvia Holdings (IQV) 0.4 $1.4M 7.7k 179.14
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.4 $1.4M 25k 55.27
Clarivate Ord Shs (CLVT) 0.4 $1.4M 46k 29.72
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.4 $1.4M +3% 40k 34.40
Medtronic SHS (MDT) 0.4 $1.3M 11k 117.16
Aberdeen Asia-Pacific Income Fund (FAX) 0.4 $1.3M 293k 4.45
Southern Company (SO) 0.4 $1.3M -9% 20k 61.43
Abbott Laboratories (ABT) 0.4 $1.2M 11k 109.51
New York Times Cl A (NYT) 0.4 $1.2M 24k 51.78
Verizon Communications (VZ) 0.4 $1.2M +2% 21k 58.77
Catalent (CTLT) 0.4 $1.2M 12k 104.06
Ishares Tr Aggres Alloc Etf (AOA) 0.4 $1.2M 19k 64.16
Diageo Spon Adr New (DEO) 0.4 $1.2M +5% 7.5k 158.78
Cisco Systems (CSCO) 0.4 $1.2M +8% 26k 44.75
Progressive Corporation (PGR) 0.4 $1.2M 12k 98.90
Southwest Airlines (LUV) 0.4 $1.2M +24% 25k 46.60
Chubb (CB) 0.4 $1.2M -18% 7.5k 153.89
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.4 $1.1M -10% 11k 104.49
Nextera Energy (NEE) 0.4 $1.1M +300% 15k 77.15
Halozyme Therapeutics (HALO) 0.4 $1.1M 27k 42.70
Fiserv (FISV) 0.4 $1.1M 9.9k 113.86
Dominion Resources (D) 0.4 $1.1M +5% 15k 75.22
Texas Instruments Incorporated (TXN) 0.4 $1.1M -2% 6.8k 164.15
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.1M 7.8k 141.18
Xilinx (XLNX) 0.3 $1.1M -7% 7.7k 141.83
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX) 0.3 $1.1M +9% 41k 26.01
Morgan Stanley Emerging Markets Domestic (EDD) 0.3 $1.1M 170k 6.29
Sherwin-Williams Company (SHW) 0.3 $1.1M 1.4k 735.19
Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.3 $1.0M -50% 37k 28.30
Accenture Plc Ireland Shs Class A (ACN) 0.3 $996k 3.8k 261.21
Stryker Corporation (SYK) 0.3 $994k -6% 4.1k 245.07
Ishares Tr U.s. Med Dvc Etf (IHI) 0.3 $968k -8% 3.0k 327.25
Mccormick & Co Com Non Vtg (MKC) 0.3 $957k +130% 10k 95.58
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) 0.3 $940k +126% 268k 3.51
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $940k +2% 14k 67.87
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.3 $926k +45% 17k 54.08
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.3 $919k -26% 30k 30.59
Cohen & Steers REIT/P (RNP) 0.3 $916k 40k 22.84
Church & Dwight (CHD) 0.3 $896k +16% 10k 87.25
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $885k +7% 3.8k 232.65
SVB Financial (SIVB) 0.3 $882k 2.3k 387.69
Arbor Realty Trust (ABR) 0.3 $868k -4% 61k 14.19
Procter & Gamble Company (PG) 0.3 $850k 6.1k 139.12
Tempur-Pedic International (TPX) 0.3 $815k +300% 30k 27.00
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.3 $806k -70% 16k 51.65
Gamco Nat Res Gold & Income Sh Ben Int (GNT) 0.3 $800k +14% 157k 5.11
Gilead Sciences (GILD) 0.3 $797k 14k 58.26
Calamos (CCD) 0.3 $795k NEW 28k 28.17
Ball Corporation (BLL) 0.3 $791k -41% 8.5k 93.20
Landstar System (LSTR) 0.2 $789k 5.9k 134.64
Gabelli Dividend & Income Trust (GDV) 0.2 $767k NEW 36k 21.47
Wp Carey (WPC) 0.2 $757k -8% 11k 70.58
Ecolab (ECL) 0.2 $719k +2% 3.3k 216.50
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $717k 7.9k 91.02
Blackrock Res & Commodities SHS (BCX) 0.2 $710k +39% 96k 7.41
Servicenow (NOW) 0.2 $709k -7% 1.3k 550.47
Haemonetics Corporation (HAE) 0.2 $703k NEW 5.9k 118.81
Intuit (INTU) 0.2 $699k 1.8k 379.69
NVIDIA Corporation (NVDA) 0.2 $695k -9% 1.3k 522.56
Home Depot (HD) 0.2 $683k +9% 2.6k 265.45
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $675k NEW 7.4k 91.53
Twitter (TWTR) 0.2 $668k 12k 54.17
Agnc Invt Corp Com reit (AGNC) 0.2 $667k NEW 43k 15.59
Clorox Company (CLX) 0.2 $667k 3.3k 202.06
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $654k +6% 14k 47.24
Equinix (EQIX) 0.2 $652k +8% 913.00 714.13
Churchill Downs (CHDN) 0.2 $640k -23% 3.3k 194.82
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.2 $638k NEW 73k 8.77
Ishares Tr Msci Usa Sze Ft (SIZE) 0.2 $637k -65% 5.7k 111.25
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $631k -7% 6.2k 102.04
Aercap Holdings Nv SHS (AER) 0.2 $622k NEW 14k 45.58
Tyler Technologies (TYL) 0.2 $619k -12% 1.4k 436.53
Dentsply Sirona (XRAY) 0.2 $615k -6% 12k 52.37
A. O. Smith Corporation (AOS) 0.2 $612k +2% 11k 54.79
Ingevity (NGVT) 0.2 $610k 8.1k 75.70
JPMorgan Chase & Co. (JPM) 0.2 $600k -6% 4.7k 127.04
NewMarket Corporation (NEU) 0.2 $600k 1.5k 398.14
Bristol Myers Squibb (BMY) 0.2 $600k 9.7k 62.07
Ishares Silver Tr Ishares (SLV) 0.2 $597k NEW 24k 24.57
Ares Capital Corporation (ARCC) 0.2 $596k +78% 35k 16.88
Prospect Capital Corporation (PSEC) 0.2 $584k +19% 108k 5.41
Moelis & Co Cl A (MC) 0.2 $583k 13k 46.79
White Mountains Insurance Gp (WTM) 0.2 $574k -7% 574.00 1000.00
Solaredge Technologies (SEDG) 0.2 $558k 1.8k 318.86
First Republic Bank/san F (FRC) 0.2 $557k 3.8k 147.04
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $556k -3% 11k 50.07
Penske Automotive (PAG) 0.2 $552k 9.3k 59.37
Zions Bancorporation (ZION) 0.2 $549k -3% 13k 43.46
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.2 $540k 16k 33.75
Watsco, Incorporated (WSO) 0.2 $531k 2.3k 226.34
Sun Communities (SUI) 0.2 $527k 3.5k 151.87
Stag Industrial (STAG) 0.2 $523k 17k 31.32
McDonald's Corporation (MCD) 0.2 $511k 2.4k 214.44
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $508k NEW 5.7k 88.53
BlackRock Global Energy & Resources Trus (BGR) 0.2 $504k 71k 7.10
Masonite International (DOOR) 0.2 $500k 5.1k 98.25
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $493k NEW 3.1k 160.90
Select Sector Spdr Tr Sbi Materials (XLB) 0.2 $490k NEW 6.8k 72.40
Liberty Broadband Corp Com Ser C (LBRDK) 0.2 $488k 3.1k 158.44
Broadridge Financial Solutions (BR) 0.2 $487k 3.2k 153.14
Vereit (VER) 0.2 $485k NEW 13k 37.83
Quest Diagnostics Incorporated (DGX) 0.2 $479k 4.0k 119.21
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $476k -5% 5.2k 91.93
Cohen & Steers infrastucture Fund (UTF) 0.1 $473k 18k 25.83
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) 0.1 $473k 14k 33.31
Chevron Corporation (CVX) 0.1 $471k -22% 5.6k 84.45
ACI Worldwide (ACIW) 0.1 $461k 12k 38.42
Eaton Vance Corp Com Non Vtg 0.1 $456k 6.7k 67.87
Ishares Tr Short Treas Bd (SHV) 0.1 $455k +41% 4.1k 110.62
3M Company (MMM) 0.1 $450k 2.6k 174.69
Iron Mountain (IRM) 0.1 $449k -46% 15k 29.51
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.1 $449k 6.1k 73.33
Fs Kkr Capital Corp (FSK) 0.1 $447k 27k 16.56
Ss&c Technologies Holding (SSNC) 0.1 $438k 6.0k 72.82
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $437k -38% 8.6k 50.74
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.1 $432k 5.0k 87.10
First Industrial Realty Trust (FR) 0.1 $430k -28% 10k 42.11
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $428k +5% 9.5k 45.15
Travelers Companies (TRV) 0.1 $427k -4% 3.0k 140.32
Workday Cl A (WDAY) 0.1 $422k -6% 1.8k 239.50
Kaman Corporation (KAMN) 0.1 $422k 7.4k 57.19
Martin Marietta Materials (MLM) 0.1 $420k -53% 1.5k 284.17
Bwx Technologies (BWXT) 0.1 $419k 7.0k 60.24
Expeditors International of Washington (EXPD) 0.1 $416k 4.4k 95.09
Abbvie (ABBV) 0.1 $411k +2% 3.8k 107.20
Western Asst High Incm Opprtnty Fnd (HIO) 0.1 $411k 83k 4.95
Goldman Sachs Bdc SHS (GSBD) 0.1 $407k NEW 21k 19.14
Dollar General (DG) 0.1 $406k 1.9k 210.36
Mastercard Incorporated Cl A (MA) 0.1 $404k NEW 1.1k 356.89
PriceSmart (PSMT) 0.1 $403k 4.4k 91.16
Costco Wholesale Corporation (COST) 0.1 $402k 1.1k 376.40
Matson (MATX) 0.1 $402k 7.1k 56.99
Epam Systems (EPAM) 0.1 $401k 1.1k 358.04
Automatic Data Processing (ADP) 0.1 $398k -5% 2.3k 176.42
First American Financial (FAF) 0.1 $392k 7.6k 51.58
UniFirst Corporation (UNF) 0.1 $388k 1.8k 211.91
Armstrong World Industries (AWI) 0.1 $386k 5.2k 74.30
Aberdeen Global Premier Ppty Com Sh Ben Int (AWP) 0.1 $384k +5% 73k 5.26
Nuveen Quality Pref. Inc. Fund II (JPS) 0.1 $381k +72% 39k 9.74
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $376k +116% 4.1k 91.02
Mantech Intl Corp Cl A (MANT) 0.1 $373k NEW 4.2k 88.83
Doubleline Income Solutions (DSL) 0.1 $365k 22k 16.60
Portland Gen Elec Com New (POR) 0.1 $365k NEW 8.5k 42.77
V.F. Corporation (VFC) 0.1 $363k -9% 4.3k 85.37
NuVasive (NUVA) 0.1 $358k 6.4k 56.29
AllianceBernstein Global Hgh Incm (AWF) 0.1 $356k 30k 11.78
Cummins (CMI) 0.1 $356k 1.6k 227.04
Vaneck Vectors Etf Tr Invt Grade Fltg (FLTR) 0.1 $354k -11% 14k 25.32
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $351k -8% 1.5k 229.71
Gcp Applied Technologies (GCP) 0.1 $350k 15k 23.63
Medical Properties Trust (MPW) 0.1 $349k +15% 16k 21.79
Huntsman Corporation (HUN) 0.1 $348k 14k 25.14
Atlantic Union B (AUB) 0.1 $348k 11k 32.91
Tekla Healthcare Invs Sh Ben Int (HQH) 0.1 $343k -7% 14k 23.85
Iaa (IAA) 0.1 $341k 5.3k 64.95
Cannae Holdings (CNNE) 0.1 $341k 7.7k 44.30
Spdr Ser Tr Bloomberg Srt Tr (SJNK) 0.1 $338k -5% 13k 26.92
Store Capital Corp reit (STOR) 0.1 $337k 9.9k 33.99
Bank of Hawaii Corporation (BOH) 0.1 $336k NEW 4.4k 76.54
Globe Life (GL) 0.1 $334k 3.5k 94.89
Analog Devices (ADI) 0.1 $333k 2.3k 147.54
Insperity (NSP) 0.1 $331k 4.1k 81.33
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $329k +7% 3.7k 89.02
Burlington Stores (BURL) 0.1 $328k 1.3k 261.35
American Tower Reit (AMT) 0.1 $327k 1.5k 224.59
Casey's General Stores (CASY) 0.1 $326k 1.8k 178.63
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $324k 1.1k 287.23
Eli Lilly & Co. (LLY) 0.1 $322k 1.9k 168.76
Livanova SHS (LIVN) 0.1 $318k 4.8k 66.13
Canadian Natl Ry (CNI) 0.1 $316k 2.9k 109.80
Pepsi (PEP) 0.1 $316k 2.1k 148.50
iStar Financial (STAR) 0.1 $315k -7% 21k 14.83
Gartner (IT) 0.1 $315k 2.0k 160.31
Alexander & Baldwin (ALEX) 0.1 $315k 18k 17.20
Cdk Global Inc equities (CDK) 0.1 $314k 6.1k 51.82
Thermo Fisher Scientific (TMO) 0.1 $311k -4% 668.00 465.57
Illinois Tool Works (ITW) 0.1 $309k 1.5k 203.96
Woodward Governor Company (WWD) 0.1 $309k 2.5k 121.41
Bruker Corporation (BRKR) 0.1 $308k 5.7k 54.17
Waters Corporation (WAT) 0.1 $305k 1.2k 247.16
Entergy Corporation (ETR) 0.1 $304k 3.0k 99.84
International Business Machines (IBM) 0.1 $302k +7% 2.4k 125.78
Pfizer (PFE) 0.1 $302k -19% 8.2k 36.81
Hasbro (HAS) 0.1 $300k 3.2k 93.57
Pimco Dynamic Cr Income Com Shs (PCI) 0.1 $300k NEW 14k 21.23
Nrg Energy Com New (NRG) 0.1 $299k -9% 8.0k 37.58
Graham Hldgs Com Cl B (GHC) 0.1 $299k 561.00 532.98
Hubbell (HUBB) 0.1 $298k 1.9k 156.84
Fluor Corporation (FLR) 0.1 $298k NEW 19k 16.00
BlackRock Corporate High Yield Fund VI (HYT) 0.1 $297k 26k 11.42
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $294k +15700% 2.2k 132.91
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $293k 3.3k 88.04
Smith & Nephew Spdn Adr New (SNN) 0.1 $285k +29% 6.8k 42.15
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $282k 13k 22.27
Avery Dennison Corporation (AVY) 0.1 $279k 1.8k 155.00
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $278k 4.9k 56.17
Alleghany Corporation (Y) 0.1 $273k 452.00 603.98
NiSource (NI) 0.1 $270k -5% 12k 22.96
Global Payments (GPN) 0.1 $267k 1.2k 215.32
Markel Corporation (MKL) 0.1 $267k 258.00 1034.88
Alphabet Cap Stk Cl C (GOOG) 0.1 $266k 152.00 1750.00
GATX Corporation (GATX) 0.1 $264k 3.2k 83.15
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $263k 3.0k 86.31
Amgen (AMGN) 0.1 $263k +7% 1.1k 230.30
Williams Companies (WMB) 0.1 $262k 13k 20.07
Wal-Mart Stores (WMT) 0.1 $262k 1.8k 143.88
Msci (MSCI) 0.1 $262k 587.00 446.34
Cognex Corporation (CGNX) 0.1 $262k -4% 3.3k 80.27
Littelfuse (LFUS) 0.1 $262k -12% 1.0k 254.37
Lockheed Martin Corporation (LMT) 0.1 $259k +4% 730.00 354.79
Liberty Media Corp Del Com C Siriusxm (LSXMK) 0.1 $259k NEW 6.0k 43.43
Zimmer Holdings (ZBH) 0.1 $257k 1.7k 154.08
Hexcel Corporation (HXL) 0.1 $256k NEW 5.3k 48.48
Invesco Activly Mangd Etc Optimum Yield (PDBC) 0.1 $256k -58% 17k 15.29
Ubiquiti (UI) 0.1 $255k NEW 915.00 278.69
Equity Comwlth Com Sh Ben Int (EQC) 0.1 $253k +14% 9.3k 27.27
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $252k -5% 4.9k 51.36
Fastenal Company (FAST) 0.1 $252k +3% 5.2k 48.87
Xcel Energy (XEL) 0.1 $252k 3.8k 66.65
Flaherty & Crumrine Dyn P SHS (DFP) 0.1 $249k NEW 8.6k 29.10
Dbx Etf Tr Xtrackers Shrt (SHYL) 0.1 $249k 5.2k 47.54
Ishares Gold Trust Ishares (IAU) 0.1 $248k 14k 18.14
Amphenol Corp Cl A (APH) 0.1 $246k -46% 1.9k 130.64
Starwood Property Trust (STWD) 0.1 $242k -45% 13k 19.27
Ritchie Bros. Auctioneers Inco (RBA) 0.1 $240k NEW 3.4k 69.69
Boston Scientific Corporation (BSX) 0.1 $237k -3% 6.6k 35.99
American Fin Tr Com Class A (AFIN) 0.1 $234k -42% 32k 7.44
Sapiens Intl Corp N V SHS (SPNS) 0.1 $234k NEW 7.6k 30.65
Monmouth Real Estate Invt Cl A (MNR) 0.1 $229k -13% 13k 17.32
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $227k 2.4k 92.77
Atlassian Corp Cl A (TEAM) 0.1 $226k NEW 968.00 233.47
Fidelity National Information Services (FIS) 0.1 $225k +6% 1.6k 141.60
Edwards Lifesciences (EW) 0.1 $224k NEW 2.5k 91.13
Physicians Realty Trust (DOC) 0.1 $223k 13k 17.83
Ollies Bargain Outlt Hldgs I (OLLI) 0.1 $221k 2.7k 81.70
Coca-Cola Company (KO) 0.1 $220k NEW 4.0k 54.89
Ansys (ANSS) 0.1 $218k NEW 599.00 363.94
UMH Properties (UMH) 0.1 $218k -13% 15k 14.81
Vanguard World Fds Health Car Etf (VHT) 0.1 $217k -76% 972.00 223.25
Energizer Holdings (ENR) 0.1 $216k 5.1k 42.20
Genuine Parts Company (GPC) 0.1 $215k 2.1k 100.66
Helen Of Troy (HELE) 0.1 $211k NEW 950.00 222.11
M&T Bank Corporation (MTB) 0.1 $210k NEW 1.6k 127.58
Sonoco Products Company (SON) 0.1 $207k NEW 3.5k 59.14
Hershey Company (HSY) 0.1 $206k NEW 1.4k 152.37
First Tr Inter Duration Pfd & Income (FPF) 0.1 $206k -15% 8.6k 24.06
Charles River Laboratories (CRL) 0.1 $203k NEW 813.00 249.69
Prudential Financial (PRU) 0.1 $202k NEW 2.6k 77.90
Ishares Tr Russell 2000 Etf (IWM) 0.1 $200k +2% 1.0k 195.89
Host Hotels & Resorts (HST) 0.1 $195k 13k 14.65
Ishares Tr Mortge Rel Etf (REM) 0.1 $185k -38% 5.8k 31.90
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $184k 1.6k 117.95
Ladder Cap Corp Cl A (LADR) 0.1 $182k -72% 19k 9.77
Ishares Tr Core Msci Intl (IDEV) 0.1 $181k +16% 2.9k 61.73
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) 0.1 $177k 2.9k 61.89
Vanguard Index Fds Large Cap Etf (VV) 0.1 $170k -6% 968.00 175.62
Wrap Technologies (WRAP) 0.0 $157k +18% 33k 4.83
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $156k 2.7k 58.41
Ishares Tr U.s. Cnsm Sv Etf (IYC) 0.0 $149k +300% 2.1k 70.28
Templeton Emerging Markets Income Fund (TEI) 0.0 $144k -82% 19k 7.78
Flexshares Tr Mornstar Upstr (GUNR) 0.0 $144k NEW 4.4k 32.51
Flexshares Tr M Star Dev Mkt (TLTD) 0.0 $128k NEW 1.9k 65.98
Ishares Tr Core Msci Eafe (IEFA) 0.0 $126k 1.8k 68.93
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $111k +34% 1.6k 68.35
Morgan Stanley Emerging Markets Debt (MSD) 0.0 $104k 11k 9.29
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.0 $101k 5.2k 19.28
Templeton Global Income Fund (GIM) 0.0 $94k -85% 17k 5.53
Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) 0.0 $92k 2.4k 38.56
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $71k +17% 810.00 87.65
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $64k -24% 1.1k 56.14
Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.0 $53k 35.00 1514.29
Vanguard Index Fds Small Cp Etf (VB) 0.0 $49k 253.00 193.68
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $45k -12% 388.00 115.98
Ishares Tr Tips Bd Etf (TIP) 0.0 $45k 354.00 127.12
Invesco Exchange Traded Fd T S&p Spin Off (CSD) 0.0 $43k 775.00 55.48
Invesco Exchange Traded Fd T S&p500 Eql Stp (RHS) 0.0 $38k 252.00 150.79
Spdr Ser Tr Portfolio Short (SPSB) 0.0 $38k 1.2k 31.15
Ishares Tr U.s. Tech Etf (IYW) 0.0 $37k +300% 440.00 84.09
Ishares Tr Msci Eafe Etf (EFA) 0.0 $35k 483.00 72.46
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $31k 502.00 61.75
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $30k 146.00 205.48
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $29k -5% 1.0k 28.27
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 0.0 $28k 860.00 32.56
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $27k 320.00 84.38
Ishares Tr Core Total Usd (IUSB) 0.0 $27k 500.00 54.00
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.0 $27k -40% 760.00 35.53
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $25k 300.00 83.33
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $24k -22% 918.00 26.14
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $24k 146.00 164.38
Ishares Tr Nasdaq Biotech (IBB) 0.0 $23k -12% 153.00 150.33
Ishares Tr Core Lt Usdb Etf (ILTB) 0.0 $22k 290.00 75.86
Ishares Tr Core High Dv Etf (HDV) 0.0 $22k 250.00 88.00
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.0 $21k 686.00 30.61
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $19k +300% 296.00 64.19
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $18k 200.00 90.00
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $17k 285.00 59.65
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $16k 256.00 62.50
Ishares Esg Awr Msci Em (ESGE) 0.0 $15k +32% 364.00 41.21
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $14k +296% 198.00 70.71
Pimco Etf Tr 0-5 High Yield (HYS) 0.0 $14k 138.00 101.45
Ishares Tr U.s. Fin Svc Etf (IYG) 0.0 $14k -98% 92.00 152.17
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $14k 110.00 127.27
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $14k 142.00 98.59
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $12k NEW 102.00 117.65
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.0 $12k NEW 400.00 30.00
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $12k 90.00 133.33
Vaneck Vectors Etf Tr Biotech Etf (BBH) 0.0 $10k NEW 60.00 166.67
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $10k 200.00 50.00
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.0 $8.0k 190.00 42.11
Dbx Etf Tr Xtrackers Msci (EASG) 0.0 $8.0k 260.00 30.77
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $7.0k +300% 92.00 76.09
Vanguard World Fds Consum Dis Etf (VCR) 0.0 $7.0k NEW 24.00 291.67
Ishares Tr Us Home Cons Etf (ITB) 0.0 $7.0k NEW 120.00 58.33
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $6.0k 36.00 166.67
Ishares Tr Devsmcp Exna Etf (IEUS) 0.0 $6.0k NEW 100.00 60.00
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $6.0k 86.00 69.77
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $5.0k +100% 62.00 80.65
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.0 $5.0k 74.00 67.57
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $5.0k +100% 44.00 113.64
Vanguard World Fds Energy Etf (VDE) 0.0 $5.0k NEW 100.00 50.00
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $4.0k +100% 54.00 74.07
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $4.0k -63% 48.00 83.33
Ishares Tr Core Div Grwth (DGRO) 0.0 $3.0k 60.00 50.00
Spdr Ser Tr Bloomberg Brclys (JNK) 0.0 $3.0k 30.00 100.00
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $3.0k 43.00 69.77
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $2.0k 28.00 71.43
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $2.0k 51.00 39.22
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $2.0k -91% 45.00 44.44
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $2.0k NEW 55.00 36.36
J P Morgan Exchange-traded F Betabuldr Deve (BBAX) 0.0 $2.0k 66.00 30.30
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $1.0k 5.00 200.00
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $1.0k 25.00 40.00

Past Filings by Rowland Carmichael Advisors

SEC 13F filings are viewable for Rowland Carmichael Advisors going back to 2019

View all past filings