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