Smith, Salley & Associates
Latest statistics and disclosures from Smith Salley Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, NVDA, AMZN, BRK.B, and represent 20.99% of Smith Salley Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: CASY (+$8.2M), TLT, MBB, WMT, IBM, SPLV, WM, MKL, COP, PGR.
- Started 15 new stock positions in CMG, WM, DIS, VTV, TDG, PGR, TLT, MPC, SPLV, CASY. MO, COP, MBB, NOW, AMAT.
- Reduced shares in these 10 stocks: MSFT (-$32M), AAPL (-$23M), SPY (-$15M), NVDA (-$14M), BRK.B (-$13M), GOOG (-$12M), META (-$11M), AMZN (-$11M), ABBV (-$9.8M), JPM (-$9.5M).
- Sold out of its positions in AMNB, ATR, BRK.A, COF, CARR, CL, D, FBNC, GIS, GILD.
- Smith Salley Wealth Management was a net seller of stock by $-404M.
- Smith Salley Wealth Management has $1.3B in assets under management (AUM), dropping by -16.72%.
- Central Index Key (CIK): 0001482012
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Portfolio Holdings for Smith Salley Wealth Management
Smith Salley Wealth Management holds 222 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.4 | $83M | -27% | 197k | 420.72 |
|
| Apple (AAPL) | 4.5 | $58M | -28% | 337k | 171.48 |
|
| NVIDIA Corporation (NVDA) | 4.0 | $52M | -21% | 58k | 903.56 |
|
| Amazon (AMZN) | 3.1 | $40M | -21% | 221k | 180.38 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.0 | $38M | -24% | 91k | 420.52 |
|
| JPMorgan Chase & Co. (JPM) | 2.7 | $35M | -21% | 175k | 200.30 |
|
| Meta Platforms Cl A (META) | 2.6 | $34M | -24% | 70k | 485.58 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $32M | -27% | 212k | 152.26 |
|
| Abbvie (ABBV) | 2.2 | $29M | -25% | 157k | 182.10 |
|
| Visa Com Cl A (V) | 2.2 | $28M | -23% | 100k | 279.08 |
|
| Lowe's Companies (LOW) | 2.1 | $27M | -20% | 107k | 254.73 |
|
| TJX Companies (TJX) | 1.9 | $24M | -24% | 235k | 101.42 |
|
| Procter & Gamble Company (PG) | 1.8 | $23M | -22% | 141k | 162.25 |
|
| Thermo Fisher Scientific (TMO) | 1.8 | $23M | -22% | 39k | 581.21 |
|
| Nxp Semiconductors N V (NXPI) | 1.7 | $22M | -21% | 89k | 247.77 |
|
| Ametek (AME) | 1.7 | $21M | -23% | 117k | 182.90 |
|
| Pepsi (PEP) | 1.6 | $21M | -14% | 119k | 175.01 |
|
| Mastercard Incorporated Cl A (MA) | 1.6 | $21M | -24% | 43k | 481.57 |
|
| Merck & Co (MRK) | 1.6 | $21M | -24% | 156k | 131.95 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 1.4 | $19M | -21% | 19k | 970.46 |
|
| Linde SHS (LIN) | 1.4 | $19M | -23% | 40k | 464.32 |
|
| Analog Devices (ADI) | 1.4 | $18M | -21% | 92k | 197.79 |
|
| Chevron Corporation (CVX) | 1.4 | $18M | -33% | 115k | 157.74 |
|
| Roper Industries (ROP) | 1.4 | $18M | -24% | 31k | 560.83 |
|
| Union Pacific Corporation (UNP) | 1.3 | $17M | -10% | 71k | 245.93 |
|
| Nextera Energy (NEE) | 1.3 | $17M | -13% | 270k | 63.91 |
|
| Raytheon Technologies Corp (RTX) | 1.3 | $17M | -23% | 175k | 97.53 |
|
| Abbott Laboratories (ABT) | 1.3 | $17M | -22% | 148k | 113.66 |
|
| Constellation Brands Cl A (STZ) | 1.3 | $17M | -22% | 61k | 271.76 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.3 | $17M | -24% | 394k | 41.87 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 1.2 | $15M | -22% | 44k | 346.61 |
|
| Anthem (ELV) | 1.1 | $15M | -10% | 29k | 518.55 |
|
| Diageo Spon Adr New (DEO) | 1.1 | $15M | -21% | 98k | 148.74 |
|
| S&p Global (SPGI) | 1.1 | $15M | -25% | 34k | 425.45 |
|
| Medtronic SHS (MDT) | 1.0 | $13M | -18% | 154k | 87.15 |
|
| Intel Corporation (INTC) | 1.0 | $13M | -24% | 303k | 44.17 |
|
| Honeywell International (HON) | 1.0 | $13M | -25% | 63k | 205.25 |
|
| Markel Corporation (MKL) | 1.0 | $13M | +7% | 8.3k | 1521.48 |
|
| Northrop Grumman Corporation (NOC) | 0.8 | $11M | -22% | 22k | 478.66 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.8 | $10M | -11% | 225k | 45.59 |
|
| Dollar General (DG) | 0.8 | $9.8M | -24% | 63k | 156.06 |
|
| Chemed Corp Com Stk (CHE) | 0.8 | $9.8M | -23% | 15k | 641.91 |
|
| Xylem (XYL) | 0.7 | $9.6M | -25% | 74k | 129.24 |
|
| Broadcom (AVGO) | 0.7 | $9.5M | -44% | 7.2k | 1325.43 |
|
| PNC Financial Services (PNC) | 0.7 | $9.4M | -21% | 58k | 161.60 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $8.8M | +5% | 58k | 150.93 |
|
| Casey's General Stores (CASY) | 0.6 | $8.2M | NEW | 26k | 318.45 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $7.8M | 105k | 74.22 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.5 | $7.0M | -13% | 74k | 94.66 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.5 | $6.9M | -9% | 44k | 155.84 |
|
| Johnson & Johnson (JNJ) | 0.5 | $6.9M | -26% | 44k | 158.19 |
|
| Home Depot (HD) | 0.5 | $6.5M | -23% | 17k | 383.59 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $6.3M | +7% | 54k | 116.24 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.5 | $6.3M | -39% | 77k | 81.78 |
|
| Duke Energy Corp Com New (DUK) | 0.4 | $5.7M | -4% | 59k | 96.71 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.4 | $5.3M | -13% | 46k | 115.81 |
|
| Eaton Corp SHS (ETN) | 0.4 | $5.3M | -34% | 17k | 312.69 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.3 | $4.3M | +9% | 102k | 42.02 |
|
| Amgen (AMGN) | 0.3 | $4.1M | -19% | 15k | 284.31 |
|
| Bank of America Corporation (BAC) | 0.3 | $4.1M | -26% | 107k | 37.92 |
|
| Arista Networks (ANET) | 0.3 | $3.9M | -7% | 13k | 289.99 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $3.8M | NEW | 40k | 94.62 |
|
| Wal-Mart Stores (WMT) | 0.3 | $3.7M | +152% | 62k | 60.17 |
|
| Ishares Tr Mbs Etf (MBB) | 0.3 | $3.7M | NEW | 40k | 92.42 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $3.7M | 7.1k | 524.36 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $3.7M | 14k | 259.90 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $3.6M | +11% | 71k | 51.60 |
|
| Qualcomm (QCOM) | 0.3 | $3.6M | -46% | 21k | 169.30 |
|
| Coca-Cola Company (KO) | 0.3 | $3.6M | -31% | 59k | 61.18 |
|
| Cisco Systems (CSCO) | 0.3 | $3.4M | -51% | 68k | 49.91 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $3.2M | -34% | 18k | 174.21 |
|
| Starbucks Corporation (SBUX) | 0.2 | $3.1M | -22% | 34k | 91.39 |
|
| Moody's Corporation (MCO) | 0.2 | $3.1M | +6% | 7.9k | 393.01 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.2 | $3.1M | -6% | 44k | 69.77 |
|
| Caterpillar (CAT) | 0.2 | $3.0M | -4% | 8.3k | 366.42 |
|
| American Express Company (AXP) | 0.2 | $3.0M | 13k | 227.69 |
|
|
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.2 | $2.9M | 59k | 49.56 |
|
|
| Emerson Electric (EMR) | 0.2 | $2.8M | -28% | 25k | 113.42 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $2.7M | 5.4k | 504.62 |
|
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.2 | $2.4M | +16% | 41k | 59.40 |
|
| Wells Fargo & Company (WFC) | 0.2 | $2.4M | -31% | 41k | 57.96 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $2.4M | 13k | 182.61 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.2 | $2.3M | -27% | 167k | 13.95 |
|
| Nike CL B (NKE) | 0.2 | $2.3M | -3% | 25k | 93.98 |
|
| At&t (T) | 0.2 | $2.3M | -14% | 131k | 17.60 |
|
| Chubb (CB) | 0.2 | $2.3M | -19% | 8.8k | 259.14 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.2 | $2.3M | 59k | 38.47 |
|
|
| Iqvia Holdings (IQV) | 0.2 | $2.3M | +31% | 8.9k | 252.90 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $2.2M | -2% | 6.5k | 344.21 |
|
| Mondelez Intl Cl A (MDLZ) | 0.2 | $2.2M | -32% | 32k | 70.00 |
|
| American Electric Power Company (AEP) | 0.2 | $2.2M | -10% | 26k | 86.10 |
|
| Enbridge (ENB) | 0.2 | $2.2M | -42% | 61k | 36.18 |
|
| McDonald's Corporation (MCD) | 0.2 | $2.2M | -27% | 7.7k | 281.93 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $2.1M | -32% | 4.7k | 454.88 |
|
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.2 | $2.1M | +18% | 31k | 67.81 |
|
| Paychex (PAYX) | 0.2 | $2.0M | -27% | 17k | 122.80 |
|
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.2 | $2.0M | +4% | 24k | 82.48 |
|
| Gartner (IT) | 0.2 | $2.0M | -6% | 4.1k | 476.69 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $1.9M | -23% | 42k | 44.70 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.8M | -88% | 3.5k | 523.03 |
|
| BlackRock (BLK) | 0.1 | $1.8M | -21% | 2.2k | 833.86 |
|
| Verizon Communications (VZ) | 0.1 | $1.7M | -32% | 42k | 41.96 |
|
| International Business Machines (IBM) | 0.1 | $1.7M | +183% | 8.8k | 190.97 |
|
| Cme (CME) | 0.1 | $1.7M | -29% | 7.8k | 215.30 |
|
| Travelers Companies (TRV) | 0.1 | $1.6M | -32% | 7.1k | 230.12 |
|
| salesforce (CRM) | 0.1 | $1.6M | +5% | 5.3k | 301.16 |
|
| MercadoLibre (MELI) | 0.1 | $1.6M | +49% | 1.0k | 1511.96 |
|
| Morgan Stanley Com New (MS) | 0.1 | $1.5M | -3% | 16k | 94.16 |
|
| Air Products & Chemicals (APD) | 0.1 | $1.5M | -50% | 6.1k | 242.29 |
|
| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.1 | $1.5M | 56k | 25.87 |
|
|
| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $1.4M | -3% | 26k | 53.81 |
|
| Digital Realty Trust (DLR) | 0.1 | $1.3M | +5% | 8.8k | 144.03 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $1.3M | -4% | 5.0k | 252.33 |
|
| Ecolab (ECL) | 0.1 | $1.3M | +6% | 5.4k | 230.92 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $1.2M | +7% | 11k | 114.14 |
|
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.1 | $1.2M | 760.00 | 1635.00 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.2M | +5% | 8.4k | 147.73 |
|
| Prologis (PLD) | 0.1 | $1.2M | -28% | 9.0k | 130.22 |
|
| UnitedHealth (UNH) | 0.1 | $1.1M | -24% | 2.3k | 494.64 |
|
| Fidelity Covington Trust Consmr Staples (FSTA) | 0.1 | $1.1M | 24k | 47.58 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.1M | -33% | 26k | 43.35 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $1.1M | 26k | 42.12 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.1M | 18k | 61.05 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $1.1M | -31% | 16k | 67.75 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.0M | +6% | 21k | 50.17 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.0M | -24% | 8.5k | 120.98 |
|
| Intuit (INTU) | 0.1 | $1.0M | +13% | 1.6k | 650.03 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $1.0M | -59% | 1.3k | 778.00 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $1.0M | -4% | 3.3k | 300.09 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $1.0M | NEW | 15k | 65.87 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $968k | -6% | 2.9k | 337.01 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $937k | -61% | 1.8k | 525.82 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $914k | 7.3k | 125.96 |
|
|
| Netflix (NFLX) | 0.1 | $906k | +3% | 1.5k | 607.33 |
|
| Waste Management (WM) | 0.1 | $899k | NEW | 4.2k | 213.15 |
|
| Southern Company (SO) | 0.1 | $874k | +286% | 12k | 71.74 |
|
| Kla Corp Com New (KLAC) | 0.1 | $869k | +11% | 1.2k | 698.57 |
|
| Yum! Brands (YUM) | 0.1 | $863k | 6.2k | 138.65 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $832k | +100% | 15k | 54.23 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $789k | +51% | 1.8k | 444.04 |
|
| ConocoPhillips (COP) | 0.1 | $786k | NEW | 6.2k | 127.29 |
|
| Electronic Arts (EA) | 0.1 | $786k | +6% | 5.9k | 132.66 |
|
| Autodesk (ADSK) | 0.1 | $746k | -20% | 2.9k | 260.40 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.1 | $743k | 19k | 39.28 |
|
|
| EOG Resources (EOG) | 0.1 | $696k | -29% | 5.4k | 127.84 |
|
| Progressive Corporation (PGR) | 0.1 | $683k | NEW | 3.3k | 206.82 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $638k | 2.2k | 288.03 |
|
|
| Brookfield Renewable Corp Cl A Sub Vtg (BEPC) | 0.0 | $637k | -51% | 26k | 24.57 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $631k | 3.4k | 183.89 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $630k | +2% | 11k | 58.65 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $623k | -42% | 2.5k | 249.82 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $622k | -44% | 16k | 38.98 |
|
| United Parcel Service CL B (UPS) | 0.0 | $615k | -80% | 4.1k | 148.63 |
|
| CSX Corporation (CSX) | 0.0 | $610k | +24% | 17k | 37.07 |
|
| Tyler Technologies (TYL) | 0.0 | $609k | 1.4k | 425.01 |
|
|
| Globe Life (GL) | 0.0 | $606k | 5.2k | 116.37 |
|
|
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.0 | $579k | 14k | 42.42 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $562k | +25% | 1.2k | 480.71 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $548k | -4% | 8.7k | 63.10 |
|
| Heartbeam (BEAT) | 0.0 | $545k | +25% | 250k | 2.18 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $544k | NEW | 2.7k | 201.50 |
|
| Generac Holdings (GNRC) | 0.0 | $530k | +8% | 4.2k | 126.14 |
|
| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.0 | $526k | 10k | 52.37 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $520k | 4.1k | 125.61 |
|
|
| Northern Trust Corporation (NTRS) | 0.0 | $519k | -2% | 5.8k | 88.92 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $518k | -12% | 6.8k | 75.98 |
|
| Tesla Motors (TSLA) | 0.0 | $515k | -8% | 2.9k | 175.79 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $508k | -6% | 8.2k | 62.06 |
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.0 | $504k | 9.1k | 55.23 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $470k | -25% | 5.5k | 85.86 |
|
| Pulte (PHM) | 0.0 | $465k | 3.9k | 120.62 |
|
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.0 | $441k | 17k | 26.09 |
|
|
| Costco Wholesale Corporation (COST) | 0.0 | $441k | -84% | 601.00 | 732.90 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $433k | +24% | 2.1k | 205.96 |
|
| Allstate Corporation (ALL) | 0.0 | $425k | -6% | 2.5k | 173.01 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $424k | +27% | 2.0k | 208.27 |
|
| Rbc Cad (RY) | 0.0 | $417k | -2% | 4.1k | 100.88 |
|
| Cummins (CMI) | 0.0 | $414k | 1.4k | 294.65 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $402k | -19% | 9.6k | 41.77 |
|
| Advanced Micro Devices (AMD) | 0.0 | $400k | +62% | 2.2k | 180.49 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $397k | +157% | 6.5k | 60.74 |
|
| Jacobs Engineering Group (J) | 0.0 | $393k | -6% | 2.6k | 153.73 |
|
| PPG Industries (PPG) | 0.0 | $382k | +31% | 2.6k | 144.87 |
|
| Norfolk Southern (NSC) | 0.0 | $380k | -85% | 1.5k | 254.82 |
|
| Philip Morris International (PM) | 0.0 | $375k | -32% | 4.1k | 91.62 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $373k | -19% | 1.6k | 228.59 |
|
| Live Oak Bancshares (LOB) | 0.0 | $372k | 9.0k | 41.51 |
|
|
| Spdr Ser Tr S&p Homebuild (XHB) | 0.0 | $362k | 3.2k | 111.59 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $354k | -6% | 3.8k | 92.71 |
|
| Cal Maine Foods Com New (CALM) | 0.0 | $353k | 6.0k | 58.85 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $336k | +4% | 2.6k | 129.35 |
|
| Micron Technology (MU) | 0.0 | $324k | +2% | 2.7k | 117.89 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $322k | +3% | 3.3k | 96.73 |
|
| Te Connectivity SHS (TEL) | 0.0 | $322k | -96% | 2.2k | 145.24 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $322k | 4.2k | 76.36 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $319k | -5% | 1.1k | 282.52 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $312k | 8.0k | 39.02 |
|
|
| Servicenow (NOW) | 0.0 | $302k | NEW | 396.00 | 761.82 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $296k | -75% | 742.00 | 399.26 |
|
| Valero Energy Corporation (VLO) | 0.0 | $289k | -10% | 1.7k | 170.69 |
|
| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.0 | $286k | +7% | 5.0k | 57.03 |
|
| Deere & Company (DE) | 0.0 | $281k | -7% | 683.00 | 410.62 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $271k | -30% | 1.5k | 179.11 |
|
| Boeing Company (BA) | 0.0 | $265k | -14% | 1.4k | 193.00 |
|
| Altria (MO) | 0.0 | $263k | NEW | 6.0k | 43.62 |
|
| Applied Materials (AMAT) | 0.0 | $257k | NEW | 1.2k | 206.23 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $247k | 6.9k | 35.84 |
|
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $233k | 732.00 | 317.73 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $229k | NEW | 186.00 | 1231.60 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $229k | 845.00 | 270.52 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $225k | NEW | 1.4k | 162.86 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $225k | 801.00 | 280.65 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $224k | NEW | 77.00 | 2906.77 |
|
| Danaher Corporation (DHR) | 0.0 | $222k | -31% | 887.00 | 249.67 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $220k | -27% | 2.3k | 97.24 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $218k | -10% | 1.9k | 115.32 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $217k | +400% | 3.5k | 61.90 |
|
| Walt Disney Company (DIS) | 0.0 | $217k | NEW | 1.8k | 122.35 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $207k | -3% | 2.6k | 80.62 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $203k | 1.8k | 110.54 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $201k | -16% | 1.8k | 110.21 |
|
| Ginkgo Bioworks Holdings Cl A Shs (DNA) | 0.0 | $63k | +125% | 54k | 1.16 |
|
Past Filings by Smith Salley Wealth Management
SEC 13F filings are viewable for Smith Salley Wealth Management going back to 2010
- Smith Salley Wealth Management 2024 Q1 filed May 2, 2024
- Smith, Salley & Associates 2023 Q4 filed Jan. 24, 2024
- Smith, Salley & Associates 2023 Q3 filed Oct. 27, 2023
- Smith, Salley & Associates 2023 Q2 filed Aug. 4, 2023
- Smith, Salley & Associates 2023 Q1 filed May 3, 2023
- Smith, Salley & Associates 2022 Q4 filed Feb. 3, 2023
- Smith, Salley & Associates 2022 Q3 filed Nov. 1, 2022
- Smith, Salley & Associates 2022 Q2 filed Aug. 1, 2022
- Smith, Salley & Associates 2022 Q1 filed May 10, 2022
- Smith, Salley & Associates 2021 Q4 filed Feb. 10, 2022
- Smith, Salley & Associates 2021 Q3 filed Nov. 5, 2021
- Smith, Salley & Associates 2021 Q2 filed Aug. 9, 2021
- Smith, Salley & Associates 2021 Q1 filed April 30, 2021
- Smith, Salley & Associates 2020 Q4 filed Jan. 28, 2021
- Smith, Salley & Associates 2020 Q3 filed Nov. 5, 2020
- Smith, Salley & Associates 2020 Q2 filed Aug. 4, 2020