Smith, Salley & Associates
Latest statistics and disclosures from Smith Salley Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, AAPL, GOOG, AMZN, and represent 25.94% of Smith Salley Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: LLY (+$14M), AZN (+$9.3M), CL (+$8.8M), AVGO (+$5.0M), MSFT, ELV, ADP, AMZN, MU, GOOG.
- Started 17 new stock positions in GLD, OR, EFA, AHR, VAW, LUMN, IBDT, IBDQ, SOFI, IBDS. IBDR, BSCP, LNT, IYH, GEV, AMD, NKE.
- Reduced shares in these 10 stocks: STZ (-$12M), MRK (-$9.7M), PAYX, IT, GOOGL, CHE, EOG, LRGF, EMR, NXPI.
- Sold out of its positions in ADBE, STZ, DIS, EOG, IT, HUBS, PAYX, VB, VFLO.
- Smith Salley Wealth Management was a net buyer of stock by $70M.
- Smith Salley Wealth Management has $1.9B in assets under management (AUM), dropping by 12.42%.
- Central Index Key (CIK): 0001482012
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Portfolio Holdings for Smith Salley Wealth Management
Smith Salley Wealth Management holds 263 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.8 | $151M | 808k | 186.58 |
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| Microsoft Corporation (MSFT) | 6.3 | $122M | +4% | 235k | 517.95 |
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| Apple (AAPL) | 5.4 | $105M | 410k | 254.63 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.4 | $67M | +3% | 274k | 243.55 |
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| Amazon (AMZN) | 3.1 | $60M | +4% | 275k | 219.57 |
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| Meta Platforms Cl A (META) | 3.0 | $59M | +3% | 80k | 734.38 |
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| JPMorgan Chase & Co. (JPM) | 2.7 | $53M | 169k | 315.43 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.6 | $52M | 102k | 502.74 |
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| TJX Companies (TJX) | 2.1 | $41M | +2% | 280k | 144.54 |
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| Visa Com Cl A (V) | 2.1 | $40M | +2% | 118k | 341.38 |
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| Raytheon Technologies Corp (RTX) | 2.0 | $38M | +4% | 227k | 167.33 |
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| Abbvie (ABBV) | 1.9 | $37M | +3% | 159k | 231.54 |
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| Lowe's Companies (LOW) | 1.7 | $33M | +2% | 133k | 251.31 |
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| Broadcom (AVGO) | 1.6 | $32M | +18% | 97k | 329.91 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.6 | $30M | 439k | 68.58 |
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| Mastercard Incorporated Cl A (MA) | 1.5 | $29M | 51k | 568.81 |
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| Asml Holding N V N Y Registry Shs (ASML) | 1.5 | $29M | 30k | 968.08 |
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| Thermo Fisher Scientific (TMO) | 1.5 | $29M | +3% | 59k | 485.02 |
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| Arista Networks Com Shs (ANET) | 1.4 | $28M | +4% | 193k | 145.71 |
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| Analog Devices (ADI) | 1.4 | $27M | 109k | 245.70 |
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| Nextera Energy (NEE) | 1.4 | $27M | +3% | 351k | 75.49 |
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| Linde SHS (LIN) | 1.3 | $25M | +3% | 53k | 475.00 |
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| Abbott Laboratories (ABT) | 1.3 | $25M | +3% | 188k | 133.94 |
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| Procter & Gamble Company (PG) | 1.3 | $25M | +3% | 162k | 153.65 |
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| Ametek (AME) | 1.3 | $25M | 131k | 188.00 |
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| Marvell Technology (MRVL) | 1.2 | $24M | 286k | 84.07 |
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| Chevron Corporation (CVX) | 1.0 | $20M | 125k | 155.29 |
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| Nxp Semiconductors N V (NXPI) | 1.0 | $19M | 83k | 227.73 |
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| S&p Global (SPGI) | 1.0 | $19M | 39k | 486.71 |
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| Union Pacific Corporation (UNP) | 1.0 | $19M | +2% | 79k | 236.37 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $18M | -9% | 75k | 243.10 |
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| Curtiss-Wright (CW) | 0.9 | $18M | 33k | 542.94 |
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| Pepsi (PEP) | 0.9 | $18M | 127k | 140.44 |
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| Roper Industries (ROP) | 0.9 | $18M | 36k | 498.68 |
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| Markel Corporation (MKL) | 0.9 | $18M | 9.2k | 1911.26 |
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| Casey's General Stores (CASY) | 0.9 | $17M | 31k | 565.32 |
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| PNC Financial Services (PNC) | 0.8 | $16M | +3% | 78k | 200.93 |
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| Medtronic SHS (MDT) | 0.8 | $15M | 162k | 95.24 |
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| Eli Lilly & Co. (LLY) | 0.8 | $15M | +1043% | 20k | 763.00 |
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| Ishares Tr Mbs Etf (MBB) | 0.7 | $14M | +6% | 152k | 95.15 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $14M | +2% | 58k | 246.60 |
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| Northrop Grumman Corporation (NOC) | 0.7 | $13M | 22k | 609.33 |
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| Anthem (ELV) | 0.7 | $13M | +26% | 40k | 323.12 |
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| Xylem (XYL) | 0.6 | $12M | 82k | 147.50 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.6 | $11M | +24% | 207k | 53.03 |
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| TransDigm Group Incorporated (TDG) | 0.6 | $11M | 8.1k | 1317.97 |
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| Astrazeneca Sponsored Adr (AZN) | 0.5 | $11M | +770% | 136k | 76.72 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.5 | $10M | 46k | 222.17 |
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| Colgate-Palmolive Company (CL) | 0.5 | $10M | +698% | 126k | 79.94 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $9.8M | 112k | 87.31 |
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| Johnson & Johnson (JNJ) | 0.5 | $9.5M | +11% | 51k | 185.42 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $8.5M | +16% | 75k | 112.75 |
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| Wal-Mart Stores (WMT) | 0.4 | $8.4M | +8% | 82k | 103.06 |
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| Home Depot (HD) | 0.4 | $8.1M | 20k | 405.19 |
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| Bank of America Corporation (BAC) | 0.4 | $7.3M | +12% | 142k | 51.59 |
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| Caterpillar (CAT) | 0.4 | $7.3M | +16% | 15k | 477.14 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.4 | $7.2M | +6% | 132k | 54.09 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $6.8M | +6% | 76k | 89.37 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $6.8M | 55k | 123.75 |
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| Chemed Corp Com Stk (CHE) | 0.3 | $6.5M | -16% | 15k | 447.75 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.3 | $6.5M | 114k | 56.94 |
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| Eaton Corp SHS (ETN) | 0.3 | $6.3M | +5% | 17k | 374.25 |
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| First Ban (FBNC) | 0.3 | $5.9M | 111k | 52.89 |
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| Coca-Cola Company (KO) | 0.3 | $5.2M | +19% | 78k | 66.32 |
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| Moody's Corporation (MCO) | 0.3 | $5.1M | +3% | 11k | 476.47 |
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| Cisco Systems (CSCO) | 0.3 | $4.9M | +2% | 72k | 68.42 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $4.8M | 6.4k | 746.67 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $4.6M | 14k | 328.17 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $4.6M | 69k | 65.92 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $4.5M | +5% | 105k | 43.30 |
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| UnitedHealth (UNH) | 0.2 | $4.4M | +89% | 13k | 345.30 |
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| Blackrock (BLK) | 0.2 | $4.3M | +21% | 3.7k | 1165.90 |
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| American Express Company (AXP) | 0.2 | $4.3M | 13k | 332.16 |
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| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.2 | $4.3M | +4% | 56k | 76.34 |
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| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.2 | $4.1M | 58k | 70.97 |
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| Morgan Stanley Com New (MS) | 0.2 | $4.1M | +20% | 26k | 158.96 |
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| International Business Machines (IBM) | 0.2 | $4.0M | 14k | 282.16 |
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| MercadoLibre (MELI) | 0.2 | $4.0M | +3% | 1.7k | 2336.94 |
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| At&t (T) | 0.2 | $4.0M | +13% | 140k | 28.24 |
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| Wells Fargo & Company (WFC) | 0.2 | $3.7M | 44k | 83.82 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $3.6M | +3% | 20k | 183.73 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $3.6M | +32% | 6.0k | 600.39 |
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| Starbucks Corporation (SBUX) | 0.2 | $3.5M | 42k | 84.60 |
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| McDonald's Corporation (MCD) | 0.2 | $3.5M | +22% | 12k | 303.90 |
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| Enbridge (ENB) | 0.2 | $3.4M | +2% | 68k | 50.46 |
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| Vertiv Holdings Com Cl A (VRT) | 0.2 | $3.4M | +4% | 23k | 150.86 |
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| Qualcomm (QCOM) | 0.2 | $3.4M | +3% | 20k | 166.36 |
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| Servicenow (NOW) | 0.2 | $3.3M | +34% | 3.6k | 920.28 |
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| American Electric Power Company (AEP) | 0.2 | $3.3M | 29k | 112.50 |
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| Merck & Co (MRK) | 0.2 | $3.3M | -74% | 39k | 83.93 |
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| Booking Holdings (BKNG) | 0.2 | $3.2M | +26% | 599.00 | 5401.54 |
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| salesforce (CRM) | 0.2 | $3.2M | +41% | 14k | 237.00 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $3.2M | -3% | 4.7k | 666.12 |
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| Tesla Motors (TSLA) | 0.2 | $3.1M | +27% | 7.0k | 444.75 |
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| Huntington Bancshares Incorporated (HBAN) | 0.2 | $3.1M | 179k | 17.27 |
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| Netflix (NFLX) | 0.2 | $3.1M | +16% | 2.6k | 1198.92 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $3.1M | -4% | 6.4k | 479.62 |
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| Amgen (AMGN) | 0.2 | $3.0M | 11k | 282.19 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.1 | $2.9M | 44k | 66.87 |
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| Emerson Electric (EMR) | 0.1 | $2.9M | -8% | 22k | 131.18 |
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| Honeywell International (HON) | 0.1 | $2.9M | 14k | 210.50 |
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| Automatic Data Processing (ADP) | 0.1 | $2.9M | +945% | 9.8k | 293.51 |
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| Micron Technology (MU) | 0.1 | $2.9M | +462% | 17k | 167.32 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.1 | $2.7M | 59k | 45.21 |
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| Chubb (CB) | 0.1 | $2.6M | 9.3k | 282.25 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $2.6M | +20% | 5.8k | 447.23 |
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| Progressive Corporation (PGR) | 0.1 | $2.6M | +19% | 10k | 246.95 |
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| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.1 | $2.5M | 31k | 81.94 |
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| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.1 | $2.5M | 24k | 102.87 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.5M | +16% | 14k | 170.85 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.4M | 11k | 215.78 |
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| Iqvia Holdings (IQV) | 0.1 | $2.4M | +3% | 13k | 189.94 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $2.4M | 4.9k | 499.20 |
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| ConocoPhillips (COP) | 0.1 | $2.4M | +175% | 25k | 94.59 |
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| Ishares Tr Agency Bond Etf (AGZ) | 0.1 | $2.3M | +6% | 21k | 110.37 |
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| Cme (CME) | 0.1 | $2.3M | 8.3k | 270.19 |
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| Atlantic Union B (AUB) | 0.1 | $2.2M | -5% | 63k | 35.29 |
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| Travelers Companies (TRV) | 0.1 | $2.2M | +4% | 7.9k | 279.21 |
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| Ecolab (ECL) | 0.1 | $2.2M | +5% | 8.0k | 273.85 |
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| Digital Realty Trust (DLR) | 0.1 | $2.2M | +4% | 13k | 172.88 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.1M | +2% | 3.1k | 669.26 |
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| Stryker Corporation (SYK) | 0.1 | $2.0M | +6% | 5.5k | 369.68 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $2.0M | 32k | 62.47 |
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| Goldman Sachs (GS) | 0.1 | $2.0M | +3% | 2.5k | 796.44 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.9M | +7% | 3.0k | 612.43 |
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| Synopsys (SNPS) | 0.1 | $1.8M | +23% | 3.7k | 493.39 |
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| Verizon Communications (VZ) | 0.1 | $1.8M | 41k | 43.95 |
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| Air Products & Chemicals (APD) | 0.1 | $1.8M | +2% | 6.5k | 272.74 |
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| Cbre Group Cl A (CBRE) | 0.1 | $1.6M | +135% | 10k | 157.56 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $1.5M | 28k | 53.87 |
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| Intuit (INTU) | 0.1 | $1.5M | 2.2k | 683.01 |
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| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.1 | $1.4M | 757.00 | 1789.20 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $1.3M | -21% | 19k | 69.08 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.3M | 2.8k | 468.36 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.3M | 9.0k | 139.16 |
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| Marriott Intl Cl A (MAR) | 0.1 | $1.2M | 4.8k | 260.44 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.2M | +2% | 8.7k | 140.95 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $1.2M | 3.2k | 378.95 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.2M | 20k | 59.92 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $1.2M | -13% | 8.4k | 142.40 |
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| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.1 | $1.2M | 48k | 24.72 |
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| Applied Materials (AMAT) | 0.1 | $1.2M | +154% | 5.7k | 204.75 |
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| Fidelity Covington Trust Consmr Staples (FSTA) | 0.1 | $1.2M | 24k | 49.84 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $1.1M | +2% | 4.8k | 239.64 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.1M | -9% | 44k | 25.71 |
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| Oracle Corporation (ORCL) | 0.1 | $1.1M | 3.9k | 281.26 |
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| Prologis (PLD) | 0.1 | $1.1M | 9.5k | 114.52 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $1.1M | +186% | 1.4k | 758.18 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $1.1M | +58% | 5.3k | 201.53 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $1.1M | 6.8k | 154.23 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $1.0M | 3.5k | 281.86 |
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| Yum! Brands (YUM) | 0.0 | $914k | 6.0k | 152.00 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $912k | 20k | 45.42 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $911k | -4% | 35k | 26.34 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $909k | +107% | 3.8k | 241.96 |
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| Kla Corp Com New (KLAC) | 0.0 | $849k | -6% | 787.00 | 1078.60 |
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| Nike CL B (NKE) | 0.0 | $847k | NEW | 12k | 69.73 |
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| Truist Financial Corp equities (TFC) | 0.0 | $836k | -12% | 18k | 45.72 |
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| Southern Company (SO) | 0.0 | $812k | +2% | 8.6k | 94.77 |
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| Nasdaq Omx (NDAQ) | 0.0 | $802k | +14% | 9.1k | 88.45 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $788k | -7% | 8.2k | 96.55 |
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| Northern Trust Corporation (NTRS) | 0.0 | $770k | +5% | 5.7k | 134.60 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $767k | 10k | 73.48 |
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| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.0 | $762k | 14k | 56.47 |
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| Tyler Technologies (TYL) | 0.0 | $756k | 1.4k | 523.17 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $754k | 1.00 | 754200.00 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $716k | +6% | 1.5k | 490.38 |
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| Philip Morris International (PM) | 0.0 | $715k | -9% | 4.4k | 162.19 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $712k | 1.9k | 365.48 |
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| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.0 | $706k | 14k | 52.43 |
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| CVS Caremark Corporation (CVS) | 0.0 | $698k | +2% | 9.3k | 75.39 |
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| Us Bancorp Del Com New (USB) | 0.0 | $669k | 14k | 48.33 |
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| Norfolk Southern (NSC) | 0.0 | $649k | -10% | 2.2k | 300.48 |
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| Cummins (CMI) | 0.0 | $621k | 1.5k | 422.37 |
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| Heartbeam (BEAT) | 0.0 | $607k | 368k | 1.65 |
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| CSX Corporation (CSX) | 0.0 | $572k | 16k | 35.51 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $542k | NEW | 22k | 24.34 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $540k | NEW | 22k | 24.30 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $530k | 1.9k | 279.22 |
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| Globe Life (GL) | 0.0 | $522k | 3.6k | 142.97 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $514k | 2.0k | 259.60 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $513k | 16k | 31.91 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $504k | +119% | 19k | 27.30 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $481k | 7.4k | 65.26 |
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| Altria (MO) | 0.0 | $480k | 7.3k | 66.06 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $468k | 16k | 29.11 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $465k | 2.4k | 192.74 |
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| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.0 | $464k | 17k | 27.81 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $457k | +31% | 1.1k | 435.46 |
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| Pulte (PHM) | 0.0 | $456k | -3% | 3.4k | 132.13 |
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| AFLAC Incorporated (AFL) | 0.0 | $444k | 4.0k | 111.70 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $444k | 8.2k | 54.18 |
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| Valero Energy Corporation (VLO) | 0.0 | $444k | 2.6k | 170.26 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $435k | 7.6k | 57.52 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $435k | 3.4k | 128.24 |
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| Cal Maine Foods Com New (CALM) | 0.0 | $433k | 4.6k | 94.10 |
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| Corning Incorporated (GLW) | 0.0 | $417k | -19% | 5.1k | 82.03 |
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| Bristol Myers Squibb (BMY) | 0.0 | $413k | 9.2k | 45.10 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $413k | 1.4k | 293.77 |
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| Allstate Corporation (ALL) | 0.0 | $407k | 1.9k | 214.65 |
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| Ge Aerospace Com New (GE) | 0.0 | $399k | +8% | 1.3k | 300.79 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $382k | 5.3k | 71.37 |
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| PPG Industries (PPG) | 0.0 | $369k | 3.5k | 105.10 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $363k | 2.6k | 137.80 |
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| Spdr Series Trust S&p Homebuild (XHB) | 0.0 | $359k | 3.2k | 110.80 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $353k | 1.1k | 320.04 |
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| Wheaton Precious Metals Corp (WPM) | 0.0 | $352k | 3.2k | 111.84 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $346k | -20% | 1.7k | 203.62 |
|
| Axon Enterprise (AXON) | 0.0 | $343k | 478.00 | 717.64 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $328k | 7.3k | 44.69 |
|
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $327k | NEW | 13k | 25.52 |
|
| Live Oak Bancshares (LOB) | 0.0 | $315k | 9.0k | 35.22 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $315k | 12k | 26.30 |
|
|
| Rbc Cad (RY) | 0.0 | $315k | 2.1k | 147.30 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $314k | 14k | 23.28 |
|
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $313k | NEW | 12k | 25.19 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $313k | NEW | 15k | 20.69 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $309k | +11% | 1.5k | 203.59 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $308k | -15% | 332.00 | 926.59 |
|
| Jacobs Engineering Group (J) | 0.0 | $305k | 2.0k | 149.86 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $305k | -10% | 3.9k | 78.37 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $304k | 655.00 | 463.49 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $303k | 2.5k | 122.45 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $300k | +2% | 3.6k | 83.53 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $296k | +2% | 2.7k | 110.59 |
|
| General Dynamics Corporation (GD) | 0.0 | $296k | 868.00 | 341.00 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $294k | 6.9k | 42.79 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $292k | -9% | 2.4k | 124.34 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $290k | 732.00 | 396.15 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $286k | -32% | 2.0k | 145.68 |
|
| Deere & Company (DE) | 0.0 | $286k | 626.00 | 457.35 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $281k | NEW | 3.0k | 93.37 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $280k | 1.0k | 279.84 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $273k | -26% | 2.0k | 133.87 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $261k | -19% | 1.8k | 148.61 |
|
| Advanced Micro Devices (AMD) | 0.0 | $261k | NEW | 1.6k | 161.79 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $260k | 1.4k | 186.49 |
|
|
| Uber Technologies (UBER) | 0.0 | $259k | +7% | 2.6k | 97.97 |
|
| Constellation Energy (CEG) | 0.0 | $258k | -3% | 784.00 | 329.07 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $247k | 1.4k | 176.81 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $246k | 754.00 | 326.18 |
|
|
| Danaher Corporation (DHR) | 0.0 | $241k | -25% | 1.2k | 198.23 |
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $241k | 1.7k | 140.05 |
|
|
| Lincoln National Corporation (LNC) | 0.0 | $237k | -21% | 5.9k | 40.33 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $235k | 762.00 | 307.87 |
|
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $234k | 7.5k | 31.16 |
|
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.0 | $234k | 2.5k | 91.75 |
|
|
| Ge Vernova (GEV) | 0.0 | $230k | NEW | 375.00 | 614.46 |
|
| Or Royalties Com Shs (OR) | 0.0 | $229k | NEW | 5.7k | 40.08 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $225k | 801.00 | 280.65 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $223k | -42% | 1.2k | 182.42 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $223k | NEW | 626.00 | 355.47 |
|
| American Healthcare Reit Com Shs (AHR) | 0.0 | $220k | NEW | 5.2k | 42.01 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $214k | -44% | 1.0k | 208.71 |
|
| Boeing Company (BA) | 0.0 | $214k | 993.00 | 215.80 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $214k | 720.00 | 297.62 |
|
|
| Sofi Technologies (SOFI) | 0.0 | $211k | NEW | 8.0k | 26.42 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $210k | NEW | 3.1k | 67.41 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $206k | NEW | 3.5k | 58.72 |
|
| Vanguard World Materials Etf (VAW) | 0.0 | $205k | NEW | 1.0k | 204.86 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.0 | $203k | 1.8k | 110.49 |
|
|
| Lumen Technologies (LUMN) | 0.0 | $109k | NEW | 18k | 6.12 |
|
| Senseonics Hldgs (SENS) | 0.0 | $27k | +10% | 61k | 0.44 |
|
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 2025 Q3 filed Oct. 20, 2025
- Smith Salley Wealth Management 2025 Q2 filed July 17, 2025
- Smith Salley Wealth Management 2025 Q1 filed April 25, 2025
- Smith Salley Wealth Management 2024 Q4 filed Jan. 15, 2025
- 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