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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 (2016Q4)
Original 13F HR (0001398344-20-002491) filed in 2020.02.10
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD INDEX FDS 85,850 9,900 5.84%
2 WELLS FARGO & CO NEW 110,473 6,088 3.59%
3 ALPS ETF TR 264,185 3,329 1.96%
4 ISHARES TR 31,435 3,299 1.95%
5 APPLE INC 24,962 2,891 1.71%
6 VANGUARD SCOTTSDALE FDS 29,362 2,516 1.48%
7 ISHARES TR 46,087 2,338 1.38%
8 VANGUARD TAX MANAGED INTL FD 62,774 2,294 1.35%
9 VANGUARD INDEX FDS 10,719 2,201 1.30%
10 CHEVRON CORP NEW 17,308 2,037 1.20%
11 VANGUARD INDEX FDS 24,257 2,002 1.18%
12 SCHLUMBERGER LTD 22,564 1,894 1.12%
13 W P CAREY INC 29,800 1,761 1.04%
14 BERKSHIRE HATHAWAY INC DEL 9,851 1,606 0.95%
15 JOHNSON & JOHNSON 13,636 1,571 0.93%
16 ALPHABET INC 1,890 1,498 0.88%
17 VANGUARD DIVIDEND APPRECIATION INDEX FUND 17,268 1,471 0.87%
18 FACEBOOK INC 12,366 1,423 0.84%
19 SPDR S&P 500 ETF TR 6,315 1,412 0.83%
20 GENERAL ELECTRIC CO 43,008 1,359 0.80%
21 DOLLAR GEN CORP NEW 17,780 1,317 0.78%
22 PROCTER AND GAMBLE CO 15,532 1,306 0.77%
23 EXXON MOBIL CORP 14,216 1,283 0.76%
24 VEREIT Inc 148,526 1,257 0.74%
25 Visa Inc 16,041 1,252 0.74%
26 HOLOGIC INC 30,681 1,231 0.73%
27 Autodesk Inc 16,526 1,223 0.72%
28 ISHARES TR 7,229 1,195 0.70%
29 NORTHERN TR CORP 13,375 1,191 0.70%
30 INTEL CORP 32,418 1,176 0.69%
31 Celgene Corp 10,095 1,168 0.69%
32 CATERPILLAR INC DEL 12,379 1,148 0.68%
33 MICROSOFT CORP 18,438 1,146 0.68%
34 VERIZON COMMUNICATIONS INC 21,122 1,127 0.66%
35 WAL-MART STORES INC 16,055 1,110 0.65%
36 CUMMINS INC 7,991 1,092 0.64%
37 DEUTSCHE X-TRACKERS MSCI EUROPE HEDGED EQUITY ETF 42,282 1,073 0.63%
38 Xilinx Inc 17,713 1,069 0.63%
39 ISHARES TR 7,732 1,063 0.63%
40 COCA COLA CO 25,516 1,058 0.62%
41 DIAGEO P L C 10,182 1,058 0.62%
42 PepsiCo Inc 9,940 1,040 0.61%
43 QUALCOMM INC 15,741 1,026 0.61%
44 AUTOMATIC DATA PROCESSING IN 9,953 1,023 0.60%
45 ABBOTT LABS 26,180 1,006 0.59%
46 MCDONALDS CORP 8,159 993 0.59%
47 WILLIS TOWERS WATSON PLC 8,106 991 0.58%
48 CISCO SYS INC 32,716 989 0.58%
49 MERCK & CO INC 16,800 989 0.58%
50 HOME DEPOT INC 7,326 982 0.58%
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