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Institutional Investment Manager
ROWLAND CARMICHAEL ADVISORS INC /ADV
ROWLAND CARMICHAEL ADVISORS INC /ADV (CIK: 0000825052). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q2)
Original 13F HR (0001398344-20-002486) filed in 2020.02.10
#
Name
Shares
Value ($)
%
Options
Notes
1 WELLS FARGO & CO NEW 110,535 5,232 3.29%
2 VANGUARD INDEX FDS 35,102 3,762 2.37%
3 ISHARES TR 34,738 3,685 2.32%
4 APPLE INC 27,917 2,669 1.68%
5 WP CAREY INC COM 36,151 2,510 1.58%
6 VANGUARD INDEX FDS 12,037 2,314 1.46%
7 ISHARES TR 45,623 2,309 1.45%
8 VANGUARD TAX-MANAGED FDS 64,851 2,293 1.44%
9 BERKSHIRE HATHAWAY INC DEL 12,765 1,848 1.16%
10 SCHLUMBERGER LTD 22,594 1,787 1.13%
11 JOHNSON & JOHNSON 14,577 1,768 1.11%
12 CHEVRON CORP NEW 16,323 1,711 1.08%
13 ISHARES TR 10,747 1,605 1.01%
14 VEREIT 154,606 1,568 0.99%
15 VANGUARD SPECIALIZED FUNDS 18,544 1,544 0.97%
16 VANGUARD SCOTTSDALE FDS 17,148 1,533 0.97%
17 FACEBOOK INC 12,615 1,442 0.91%
18 DBX ETF TRUST XTRACK MSCI EURP ETF 58,376 1,433 0.90%
19 EXXON MOBIL CORP 15,077 1,413 0.89%
20 ISHARES TR 11,886 1,381 0.87%
21 SPDR S&P 500 ETF TR 6,590 1,380 0.87%
22 GENERAL ELECTRIC CO 43,737 1,377 0.87%
23 ALPHABET INC 1,921 1,351 0.85%
24 VERIZON COMMUNICATIONS INC 23,795 1,329 0.84%
25 PROCTER AND GAMBLE CO 15,585 1,320 0.83%
26 BRISTOL MYERS SQUIBB CO 17,414 1,281 0.81%
27 DOLLAR GEN CORP NEW 12,704 1,194 0.75%
28 UNITED PARCEL SERVICE INC 11,015 1,187 0.75%
29 AT&T INC 27,454 1,186 0.75%
30 XCEL ENERGY INC 25,922 1,161 0.73%
31 NIELSEN HLDGS PLC 22,165 1,152 0.73%
32 ALPS ETF TR 90,124 1,146 0.72%
33 GILEAD SCIENCES INC 13,650 1,139 0.72%
34 COCA COLA CO 24,895 1,128 0.71%
35 DIAGEO P L C 9,961 1,124 0.71%
36 WAL-MART STORES INC 14,929 1,090 0.69%
37 VANGUARD INTL EQUITY INDEX F 30,556 1,076 0.68%
38 PEPSICO INC 10,068 1,067 0.67%
39 HOLOGIC INC 30,681 1,062 0.67%
40 ABBVIE INC 16,833 1,042 0.66%
41 NEWELL BRANDS 21,194 1,029 0.65%
42 STERICYCLE 9,877 1,028 0.65%
43 INTEL CORP 30,981 1,016 0.64%
44 WILLIS TOWERS WATSON PLC LTD SHS 8,106 1,008 0.63%
45 MICROSOFT CORP 19,708 1,008 0.63%
46 CELGENE CORP 10,121 998 0.63%
47 ALLERGAN PLC 4,304 995 0.63%
48 GENERAL MLS INC 13,763 982 0.62%
49 WYNN RESORTS LTD 10,795 978 0.62%
50 PUBLIC STORAGE 3,812 974 0.61%
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