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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 22.98% of Smith Salley Wealth Management's stock portfolio.
Added to shares of these 10 stocks: MRVL (+$12M), AVGO (+$11M), TDG (+$10M), IGSB (+$8.4M), AAPL (+$7.6M), NVDA, LOW, MSFT, XLP, AMZN.
Started 21 new stock positions in SCHA, IWN, TT, VB, FNDF, SCHI, IWR, DIA, EPD, CL. XLG, DIS, SDY, IGSB, MRVL, VV, VTV, FNDX, GE, VT, IWO.
Reduced shares in these 10 stocks: INTC (-$9.7M), DG (-$8.7M), SHY (-$6.1M), DEO, , IEI, ADSK, UNP, NUE, .
Sold out of its positions in ADSK, BLK, BA, CDNS, CMG, DG, DNA, INTC, SHY, NUE. NOW.
Smith Salley Wealth Management was a net buyer of stock by $73M.
Smith Salley Wealth Management has $1.5B in assets under management (AUM), dropping by 9.78%.
Central Index Key (CIK): 0001482012

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Portfolio Holdings for Smith Salley Wealth Management

Smith Salley Wealth Management holds 235 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation (MSFT)	6.1	$93M	+2%	215k	430.30	View chart
Apple (AAPL)	6.0	$91M	+9%	391k	233.00	View chart
NVIDIA Corporation (NVDA)	5.0	$77M	+3%	635k	121.44	View chart
Amazon (AMZN)	3.0	$46M	+5%	248k	186.33	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.9	$45M	+2%	97k	460.26	View chart
Meta Platforms Cl A (META)	2.9	$45M	+3%	78k	572.44	View chart
JPMorgan Chase & Co. (JPM)	2.6	$39M	+2%	187k	210.86	View chart
Alphabet Cap Stk Cl C (GOOG)	2.5	$39M	+3%	231k	167.19	View chart
Abbvie (ABBV)	2.2	$33M	+2%	169k	197.48	View chart
Lowe's Companies (LOW)	2.2	$33M	+8%	123k	270.85	View chart
TJX Companies (TJX)	2.0	$30M	+3%	259k	117.54	View chart
Visa Com Cl A (V)	2.0	$30M	+2%	109k	274.95	View chart
Thermo Fisher Scientific (TMO)	1.7	$26M	+2%	43k	618.57	View chart
Procter & Gamble Company (PG)	1.7	$26M	+2%	151k	173.20	View chart
Nextera Energy (NEE)	1.6	$25M	+3%	291k	84.53	View chart
Mastercard Incorporated Cl A (MA)	1.6	$24M	+3%	48k	493.80	View chart
Analog Devices (ADI)	1.5	$23M	+3%	101k	230.17	View chart
Raytheon Technologies Corp (RTX)	1.5	$23M	+2%	192k	121.16	View chart
Nxp Semiconductors N V (NXPI)	1.5	$23M	+2%	97k	240.01	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	1.5	$23M	+2%	425k	53.15	View chart
Linde SHS (LIN)	1.4	$22M	+2%	46k	476.86	View chart
Ametek (AME)	1.4	$22M		127k	171.71	View chart
Pepsi (PEP)	1.4	$21M		125k	170.05	View chart
Abbott Laboratories (ABT)	1.3	$20M	+2%	171k	114.01	View chart
Roper Industries (ROP)	1.3	$19M	+2%	34k	556.43	View chart
Merck & Co (MRK)	1.2	$19M	+2%	168k	113.56	View chart
S&p Global (SPGI)	1.2	$19M	+2%	37k	516.62	View chart
Accenture Plc Ireland Shs Class A (ACN)	1.2	$19M	+10%	52k	353.48	View chart
Chevron Corporation (CVX)	1.2	$18M	+3%	123k	147.27	View chart
Union Pacific Corporation (UNP)	1.2	$18M		74k	246.48	View chart
Constellation Brands Cl A (STZ)	1.2	$18M	+7%	70k	257.69	View chart
Asml Holding N V N Y Registry Shs (ASML)	1.1	$18M	+3%	21k	833.27	View chart
Anthem (ELV)	1.1	$16M	+2%	31k	520.00	View chart
Medtronic SHS (MDT)	1.0	$16M	+10%	173k	90.03	View chart
Markel Corporation (MKL)	0.9	$14M	+2%	9.1k	1568.58	View chart
Honeywell International (HON)	0.9	$14M		67k	206.71	View chart
Northrop Grumman Corporation (NOC)	0.8	$13M	+2%	24k	528.06	View chart
Broadcom (AVGO)	0.8	$12M	+967%	70k	172.50	View chart
Marvell Technology (MRVL)	0.8	$12M	NEW	167k	72.12	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$12M	+9%	70k	165.85	View chart
PNC Financial Services (PNC)	0.8	$12M	+2%	63k	184.85	View chart
Diageo Spon Adr New (DEO)	0.7	$12M	-18%	82k	140.34	View chart
Ishares Tr Core Total Usd (IUSB)	0.7	$11M	+4%	239k	47.12	View chart
Casey's General Stores (CASY)	0.7	$11M	+4%	29k	375.70	View chart
Xylem (XYL)	0.7	$11M	+2%	81k	135.03	View chart
TransDigm Group Incorporated (TDG)	0.7	$10M	+3854%	7.3k	1427.13	View chart
Chemed Corp Com Stk (CHE)	0.7	$10M	+2%	17k	600.97	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.6	$8.4M	NEW	160k	52.66	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$8.3M		107k	78.05	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.5	$8.1M	+3%	47k	174.50	View chart
Home Depot (HD)	0.5	$7.8M	+8%	19k	405.21	View chart
Johnson & Johnson (JNJ)	0.5	$7.3M	+4%	45k	162.06	View chart
Exxon Mobil Corporation (XOM)	0.4	$6.6M	+2%	56k	117.22	View chart
Arista Networks (ANET)	0.4	$6.1M	+4%	16k	383.83	View chart
Duke Energy Corp Com New (DUK)	0.4	$6.0M	+8%	52k	115.30	View chart
Wal-Mart Stores (WMT)	0.4	$5.7M	+9%	70k	80.75	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.3	$5.2M	+2%	111k	47.29	View chart
Eaton Corp SHS (ETN)	0.3	$5.1M	+2%	15k	331.44	View chart
Amgen (AMGN)	0.3	$4.8M		15k	322.20	View chart
Bank of America Corporation (BAC)	0.3	$4.8M	+11%	120k	39.68	View chart
First Ban (FBNC)	0.3	$4.6M		112k	41.59	View chart
Moody's Corporation (MCO)	0.3	$4.3M	+4%	9.1k	474.59	View chart
Coca-Cola Company (KO)	0.3	$4.3M		60k	71.86	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$4.3M	+4%	44k	98.12	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.3	$4.3M	-22%	36k	119.61	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.3	$4.2M	+4%	78k	53.72	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$4.1M	+3%	42k	98.10	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$4.1M	+2%	72k	57.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$4.1M		14k	283.16	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$4.1M	+4%	42k	95.81	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$4.0M		6.8k	586.55	View chart
Texas Instruments Incorporated (TXN)	0.3	$3.8M	+4%	19k	206.57	View chart
Cisco Systems (CSCO)	0.2	$3.7M		69k	53.22	View chart
American Express Company (AXP)	0.2	$3.6M		13k	271.20	View chart
Starbucks Corporation (SBUX)	0.2	$3.6M	+2%	37k	97.49	View chart
Adobe Systems Incorporated (ADBE)	0.2	$3.4M	+5%	6.5k	517.80	View chart
Caterpillar (CAT)	0.2	$3.3M		8.5k	391.11	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.2	$3.3M	+2%	60k	55.08	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.2	$3.3M	+2%	46k	72.80	View chart
Qualcomm (QCOM)	0.2	$3.2M		19k	170.05	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.2	$3.1M	+20%	49k	63.86	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$2.8M	+728%	34k	83.00	View chart
Emerson Electric (EMR)	0.2	$2.8M		25k	109.37	View chart
Lockheed Martin Corporation (LMT)	0.2	$2.8M		4.7k	584.60	View chart
American Electric Power Company (AEP)	0.2	$2.7M	+2%	27k	102.60	View chart
McDonald's Corporation (MCD)	0.2	$2.7M	+10%	8.7k	304.52	View chart
MercadoLibre (MELI)	0.2	$2.7M	+9%	1.3k	2051.96	View chart
Chubb (CB)	0.2	$2.6M	+2%	9.2k	288.38	View chart
Enbridge (ENB)	0.2	$2.6M	+6%	64k	40.61	View chart
Huntington Bancshares Incorporated (HBAN)	0.2	$2.5M		169k	14.70	View chart
Gartner (IT)	0.2	$2.5M	+5%	4.9k	506.78	View chart
Iqvia Holdings (IQV)	0.2	$2.5M	+3%	10k	236.98	View chart
At&t (T)	0.2	$2.4M	+3%	111k	22.00	View chart
Nike CL B (NKE)	0.2	$2.4M		28k	88.40	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.2	$2.4M		59k	40.63	View chart
Wells Fargo & Company (WFC)	0.2	$2.4M		42k	56.49	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$2.4M		32k	73.67	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.1	$2.3M	+3%	32k	72.17	View chart
Paychex (PAYX)	0.1	$2.2M		17k	134.19	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$2.2M	+4%	11k	198.06	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$2.2M		5.8k	383.94	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.1	$2.2M	+3%	25k	88.44	View chart
Morgan Stanley Com New (MS)	0.1	$2.2M	+27%	21k	104.24	View chart
UnitedHealth (UNH)	0.1	$2.1M	+32%	3.6k	584.72	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$2.1M	+6%	3.6k	573.80	View chart
International Business Machines (IBM)	0.1	$2.0M	+2%	9.2k	221.07	View chart
Atlantic Union B (AUB)	0.1	$2.0M	+3%	53k	37.67	View chart
Us Bancorp Del Com New (USB)	0.1	$2.0M		43k	45.73	View chart
Air Products & Chemicals (APD)	0.1	$1.9M		6.3k	297.76	View chart
Verizon Communications (VZ)	0.1	$1.8M	+6%	40k	44.91	View chart
Cme (CME)	0.1	$1.8M	+3%	8.0k	220.64	View chart
Digital Realty Trust (DLR)	0.1	$1.7M	+4%	11k	161.83	View chart
Travelers Companies (TRV)	0.1	$1.7M		7.3k	234.12	View chart
Ecolab (ECL)	0.1	$1.7M	+4%	6.5k	255.33	View chart
Progressive Corporation (PGR)	0.1	$1.6M	+2%	6.4k	253.76	View chart
Colgate-Palmolive Company (CL)	0.1	$1.5M	NEW	15k	103.81	View chart
Ishares Tr U S Equity Factr (LRGF)	0.1	$1.5M		26k	58.77	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.1	$1.5M	+2%	60k	24.08	View chart
Eli Lilly & Co. (LLY)	0.1	$1.4M	+4%	1.6k	885.99	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$1.4M	+17%	28k	51.05	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$1.4M		9.2k	154.02	View chart
First Ctzns Bancshares Inc N Cl A (FCNCA)	0.1	$1.4M		760.00	1840.96	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.4M	+28%	2.8k	488.12	View chart
salesforce (CRM)	0.1	$1.4M	+8%	5.0k	273.72	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$1.4M	-2%	19k	71.73	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$1.3M		16k	77.91	View chart
Marriott Intl Cl A (MAR)	0.1	$1.2M		4.9k	248.61	View chart
Synopsys (SNPS)	0.1	$1.2M	+5%	2.4k	506.39	View chart
CVS Caremark Corporation (CVS)	0.1	$1.2M	-5%	19k	62.88	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$1.2M		18k	66.52	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$1.2M		26k	45.32	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.2M		10k	117.29	View chart
Prologis (PLD)	0.1	$1.2M		9.1k	126.28	View chart
Intuit (INTU)	0.1	$1.1M	+4%	1.8k	621.05	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.1M	+3%	21k	52.81	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$1.1M	+64%	16k	67.85	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.1M		26k	41.77	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.1M		8.5k	128.19	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.1M	-2%	2.8k	375.36	View chart
Netflix (NFLX)	0.1	$1.1M	+4%	1.5k	709.27	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$1.0M		3.2k	326.69	View chart
Electronic Arts (EA)	0.1	$1.0M	+6%	7.1k	143.45	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$947k		7.0k	135.44	View chart
Kla Corp Com New (KLAC)	0.1	$932k	-2%	1.2k	774.41	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.1	$923k	+17%	22k	41.55	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$912k	-2%	1.6k	576.83	View chart
Waste Management (WM)	0.1	$911k		4.4k	207.61	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$891k	+35%	1.7k	527.62	View chart
Brookfield Renewable Corp Cl A Sub Vtg (BEPC)	0.1	$871k		27k	32.66	View chart
Tyler Technologies (TYL)	0.1	$860k		1.5k	583.73	View chart
Yum! Brands (YUM)	0.1	$846k		6.1k	139.71	View chart
Southern Company (SO)	0.1	$831k	+50%	9.2k	90.18	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$817k	NEW	9.3k	88.14	View chart
Tesla Motors (TSLA)	0.0	$764k		2.9k	261.63	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.0	$744k	+3%	14k	54.20	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.0	$731k	+2%	14k	51.82	View chart
EOG Resources (EOG)	0.0	$706k	-10%	5.7k	122.94	View chart
Oracle Corporation (ORCL)	0.0	$700k	+13%	4.1k	170.40	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$696k		2.2k	314.39	View chart
ConocoPhillips (COP)	0.0	$695k	-20%	6.6k	105.28	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$688k		3.4k	200.37	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$657k	NEW	9.2k	71.76	View chart
Nasdaq Omx (NDAQ)	0.0	$611k		8.4k	73.01	View chart
AFLAC Incorporated (AFL)	0.0	$598k	+2%	5.3k	111.80	View chart
Costco Wholesale Corporation (COST)	0.0	$587k	+12%	662.00	886.86	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$586k	+12%	14k	41.12	View chart
Heartbeam (BEAT)	0.0	$580k		250k	2.32	View chart
CSX Corporation (CSX)	0.0	$570k		17k	34.53	View chart
Pulte (PHM)	0.0	$552k		3.8k	143.53	View chart
United Parcel Service CL B (UPS)	0.0	$551k		4.0k	136.32	View chart
Northern Trust Corporation (NTRS)	0.0	$525k		5.8k	90.03	View chart
Cummins (CMI)	0.0	$524k	+5%	1.6k	323.79	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.0	$508k		17k	29.48	View chart
Bristol Myers Squibb (BMY)	0.0	$495k	-5%	9.6k	51.74	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$490k		7.8k	63.00	View chart
Rbc Cad (RY)	0.0	$468k	-3%	3.8k	124.73	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$465k	+70%	7.8k	59.57	View chart
Marsh & McLennan Companies (MMC)	0.0	$461k		2.1k	223.06	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$459k		7.4k	62.32	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$454k	-17%	5.6k	80.38	View chart
Allstate Corporation (ALL)	0.0	$450k		2.4k	189.65	View chart
Philip Morris International (PM)	0.0	$445k	+14%	3.7k	121.41	View chart
Advanced Micro Devices (AMD)	0.0	$444k	+12%	2.7k	164.08	View chart
Cal Maine Foods Com New (CALM)	0.0	$427k		5.7k	74.84	View chart
Live Oak Bancshares (LOB)	0.0	$424k		9.0k	47.37	View chart
Marathon Petroleum Corp (MPC)	0.0	$417k	-24%	2.6k	162.91	View chart
Truist Financial Corp equities (TFC)	0.0	$417k	-2%	9.7k	42.77	View chart
Spdr Ser Tr S&p Homebuild (XHB)	0.0	$404k		3.2k	124.56	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$399k	+10%	1.8k	225.76	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$397k		3.8k	104.17	View chart
Novartis Sponsored Adr (NVS)	0.0	$395k		3.4k	115.02	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$391k	-3%	8.2k	47.85	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$390k		3.3k	116.95	View chart
Globe Life (GL)	0.0	$386k		3.6k	105.91	View chart
Intuitive Surgical Com New (ISRG)	0.0	$371k		755.00	491.27	View chart
Kimberly-Clark Corporation (KMB)	0.0	$371k		2.6k	142.28	View chart
Danaher Corporation (DHR)	0.0	$360k	+53%	1.3k	277.99	View chart
Norfolk Southern (NSC)	0.0	$354k		1.4k	248.57	View chart
PPG Industries (PPG)	0.0	$346k		2.6k	132.44	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$343k	NEW	7.2k	47.53	View chart
Jacobs Engineering Group (J)	0.0	$335k		2.6k	130.90	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.0	$333k	-31%	6.3k	52.99	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$332k	-7%	1.3k	263.76	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$314k	NEW	1.1k	284.00	View chart
General Dynamics Corporation (GD)	0.0	$307k		1.0k	302.35	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$304k	NEW	2.5k	119.70	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$297k	NEW	5.8k	51.50	View chart
Altria (MO)	0.0	$296k	+5%	5.8k	51.04	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$289k	NEW	1.7k	174.59	View chart
Vanguard World Health Car Etf (VHT)	0.0	$286k	+22%	1.0k	282.08	View chart
Micron Technology (MU)	0.0	$284k		2.7k	103.71	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$282k	NEW	7.6k	37.37	View chart
Deere & Company (DE)	0.0	$282k	-2%	676.00	417.43	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$280k		1.5k	189.80	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$279k	NEW	1.2k	237.15	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$279k	NEW	659.00	422.89	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$258k		6.9k	37.56	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$257k	NEW	1.8k	142.04	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$252k	+12%	1.4k	173.61	View chart
Enterprise Products Partners (EPD)	0.0	$250k	NEW	8.6k	29.11	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$249k		732.00	340.48	View chart
Applied Materials (AMAT)	0.0	$246k		1.2k	202.05	View chart
Cbre Group Cl A (CBRE)	0.0	$239k	-25%	1.9k	124.48	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$238k		1.9k	125.65	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$233k	NEW	1.4k	166.82	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$231k		2.7k	84.54	View chart
Walt Disney Company (DIS)	0.0	$229k	NEW	2.4k	96.21	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$228k		3.5k	65.00	View chart
Valero Energy Corporation (VLO)	0.0	$226k	-21%	1.7k	135.03	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$225k		801.00	280.65	View chart
Ge Aerospace Com New (GE)	0.0	$223k	NEW	1.2k	188.55	View chart
Trane Technologies SHS (TT)	0.0	$221k	NEW	568.00	388.73	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$206k	NEW	4.5k	46.16	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$204k		1.8k	110.63	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$201k	NEW	762.00	263.19	View chart

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 Q3 filed Oct. 24, 2024
Smith Salley Wealth Management 2024 Q2 filed July 29, 2024
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

View all past filings

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