Smith, Salley & Associates
Latest statistics and disclosures from Smith Salley Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, MSFT, GOOG, AMZN, and represent 23.56% of Smith Salley Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: AZN (+$14M), AVGO (+$9.0M), SPHY, SHYG, IGIB, PM, KMI, VTI, AMZN, MSFT.
- Started 12 new stock positions in FNV, UPS, AZN, WMB, GLDM, SHW, SNDK, GILD, ESLT, SPHY. KMI, CINF.
- Reduced shares in these 10 stocks: AstraZeneca (-$13M), ASML, ENB, VYM, SPY, AGZ, ADP, MDLZ, TLT, IWF.
- Sold out of its positions in AstraZeneca, ADP, AXON, B, DIS, AGZ, MDLZ, SOFI, UBER.
- Smith Salley Wealth Management was a net buyer of stock by $42M.
- Smith Salley Wealth Management has $2.0B in assets under management (AUM), dropping by -1.50%.
- Central Index Key (CIK): 0001482012
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Portfolio Holdings for Smith Salley Wealth Management
Smith Salley Wealth Management holds 267 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.8 | $135M | 776k | 174.40 |
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| Apple (AAPL) | 5.3 | $106M | 417k | 253.79 |
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| Microsoft Corporation (MSFT) | 4.5 | $89M | 241k | 370.17 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.0 | $80M | 278k | 286.86 |
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| Amazon (AMZN) | 2.9 | $59M | +2% | 281k | 208.27 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.5 | $49M | 103k | 479.20 |
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| JPMorgan Chase & Co. (JPM) | 2.4 | $47M | 161k | 294.16 |
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| Meta Platforms Cl A (META) | 2.3 | $46M | +2% | 81k | 572.13 |
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| TJX Companies (TJX) | 2.3 | $45M | 281k | 159.70 |
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| Raytheon Technologies Corp (RTX) | 2.1 | $41M | +2% | 214k | 192.90 |
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| Broadcom (AVGO) | 2.0 | $39M | +29% | 126k | 309.51 |
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| Visa Com Cl A (V) | 1.8 | $37M | +2% | 121k | 302.24 |
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| Analog Devices (ADI) | 1.8 | $35M | 111k | 318.14 |
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| Abbvie (ABBV) | 1.8 | $35M | +2% | 161k | 217.49 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 1.7 | $35M | -12% | 26k | 1320.84 |
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| Nextera Energy (NEE) | 1.7 | $34M | +2% | 364k | 92.88 |
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| Lowe's Companies (LOW) | 1.6 | $32M | 135k | 236.28 |
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| Thermo Fisher Scientific (TMO) | 1.5 | $29M | 59k | 491.53 |
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| Marvell Technology (MRVL) | 1.4 | $29M | 288k | 99.05 |
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| Linde SHS (LIN) | 1.4 | $27M | +3% | 55k | 495.76 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.3 | $27M | 658k | 40.47 |
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| Chevron Corporation (CVX) | 1.3 | $26M | +3% | 127k | 206.90 |
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| Mastercard Incorporated Cl A (MA) | 1.3 | $25M | 51k | 499.66 |
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| Arista Networks Com Shs (ANET) | 1.2 | $24M | 198k | 122.78 |
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| Procter & Gamble Company (PG) | 1.2 | $24M | +3% | 164k | 144.44 |
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| Ametek (AME) | 1.2 | $23M | 109k | 214.36 |
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| Curtiss-Wright (CW) | 1.1 | $23M | 33k | 681.13 |
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| Casey's General Stores (CASY) | 1.1 | $22M | 31k | 727.85 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $22M | 77k | 287.56 |
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| Abbott Laboratories (ABT) | 1.0 | $20M | 190k | 102.67 |
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| Pepsi (PEP) | 1.0 | $19M | +3% | 125k | 155.29 |
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| Eli Lilly & Co. (LLY) | 1.0 | $19M | 21k | 919.75 |
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| Union Pacific Corporation (UNP) | 0.9 | $18M | +3% | 74k | 242.62 |
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| Markel Corporation (MKL) | 0.9 | $18M | 9.2k | 1914.12 |
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| Micron Technology (MU) | 0.9 | $17M | -2% | 50k | 337.84 |
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| S&p Global (SPGI) | 0.8 | $17M | 39k | 425.34 |
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| PNC Financial Services (PNC) | 0.8 | $17M | +2% | 80k | 208.09 |
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| Nxp Semiconductors N V (NXPI) | 0.8 | $16M | 82k | 196.86 |
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| Ishares Tr Mbs Etf (MBB) | 0.8 | $16M | +6% | 165k | 94.95 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $15M | +5% | 86k | 169.66 |
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| Northrop Grumman Corporation (NOC) | 0.7 | $15M | 21k | 682.25 |
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| Johnson & Johnson (JNJ) | 0.7 | $14M | +4% | 58k | 244.44 |
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| Medtronic SHS (MDT) | 0.7 | $14M | 163k | 86.65 |
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| Astrazeneca Ord (AZN) | 0.7 | $14M | NEW | 69k | 197.22 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.7 | $13M | +6% | 250k | 52.56 |
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| Caterpillar (CAT) | 0.6 | $12M | +9% | 17k | 708.44 |
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| Cummins (CMI) | 0.6 | $12M | +3% | 23k | 538.03 |
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| Amphenol Corp Cl A (APH) | 0.6 | $12M | +6% | 95k | 126.35 |
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| Roper Industries (ROP) | 0.6 | $12M | 34k | 353.86 |
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| Anthem (ELV) | 0.6 | $12M | +3% | 40k | 292.75 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $11M | +3% | 56k | 198.29 |
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| Colgate-Palmolive Company (CL) | 0.5 | $11M | +7% | 125k | 85.23 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $11M | +3% | 117k | 90.53 |
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| Wal-Mart Stores (WMT) | 0.5 | $11M | -3% | 84k | 124.28 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.5 | $9.9M | +37% | 186k | 53.22 |
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| Xylem (XYL) | 0.5 | $9.7M | 81k | 119.50 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.5 | $9.5M | 46k | 208.05 |
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| TransDigm Group Incorporated (TDG) | 0.5 | $9.4M | 8.1k | 1158.89 |
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| Duke Energy Corp Com New (DUK) | 0.4 | $7.8M | +4% | 59k | 130.94 |
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| Bank of America Corporation (BAC) | 0.4 | $7.6M | +5% | 157k | 48.75 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.4 | $7.4M | +64% | 175k | 42.31 |
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| Home Depot (HD) | 0.4 | $7.1M | +2% | 22k | 328.88 |
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| Eaton Corp SHS (ETN) | 0.3 | $6.8M | +11% | 19k | 357.67 |
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| Coca-Cola Company (KO) | 0.3 | $6.8M | +6% | 89k | 76.05 |
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| First Ban (FBNC) | 0.3 | $6.2M | 111k | 56.35 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $6.0M | +34% | 19k | 320.81 |
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| International Business Machines (IBM) | 0.3 | $5.9M | +8% | 24k | 242.39 |
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| Cisco Systems (CSCO) | 0.3 | $5.9M | +3% | 76k | 77.59 |
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| Merck & Co (MRK) | 0.3 | $5.3M | +14% | 44k | 120.29 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $5.3M | -32% | 8.1k | 650.38 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $5.3M | -21% | 61k | 86.69 |
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| Ishares Core Msci Emkt (IEMG) | 0.3 | $5.1M | +4% | 73k | 69.75 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.3 | $5.0M | 113k | 44.45 |
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| Vertiv Holdings Com Cl A (VRT) | 0.2 | $5.0M | -12% | 20k | 250.58 |
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| Morgan Stanley Com New (MS) | 0.2 | $4.9M | +6% | 30k | 164.57 |
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| Moody's Corporation (MCO) | 0.2 | $4.7M | 11k | 436.27 |
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| At&t (T) | 0.2 | $4.5M | +7% | 157k | 28.99 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $4.4M | 6.3k | 697.75 |
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| UnitedHealth (UNH) | 0.2 | $4.3M | -4% | 16k | 270.59 |
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| Spdr Series Trust State Street Spd (SPHY) | 0.2 | $4.2M | NEW | 182k | 23.32 |
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| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.2 | $4.2M | +7% | 60k | 70.20 |
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| ConocoPhillips (COP) | 0.2 | $4.1M | +15% | 31k | 132.00 |
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| McDonald's Corporation (MCD) | 0.2 | $4.1M | +6% | 13k | 310.79 |
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| Blackrock (BLK) | 0.2 | $4.0M | +10% | 4.2k | 961.80 |
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| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.2 | $4.0M | 59k | 68.12 |
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| American Electric Power Company (AEP) | 0.2 | $4.0M | +3% | 31k | 131.08 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $4.0M | +6% | 20k | 194.14 |
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| American Express Company (AXP) | 0.2 | $3.9M | 13k | 302.48 |
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| Amgen (AMGN) | 0.2 | $3.9M | +2% | 11k | 351.86 |
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| Starbucks Corporation (SBUX) | 0.2 | $3.7M | +8% | 42k | 89.59 |
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| Wells Fargo & Company (WFC) | 0.2 | $3.7M | +4% | 46k | 79.61 |
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| Chubb (CB) | 0.2 | $3.2M | +4% | 10k | 325.94 |
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| Tesla Motors (TSLA) | 0.2 | $3.2M | +6% | 8.6k | 371.77 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $3.1M | -12% | 5.4k | 577.13 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.2 | $3.1M | 44k | 70.36 |
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| Honeywell International (HON) | 0.2 | $3.1M | +2% | 14k | 226.02 |
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| Applied Materials (AMAT) | 0.2 | $3.1M | +9% | 9.0k | 341.80 |
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| salesforce (CRM) | 0.2 | $3.0M | +10% | 16k | 186.67 |
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| MercadoLibre (MELI) | 0.1 | $2.9M | +3% | 1.7k | 1729.02 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $2.9M | +4% | 6.3k | 460.99 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.9M | +3% | 6.6k | 436.80 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.1 | $2.8M | 59k | 47.53 |
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| Booking Holdings (BKNG) | 0.1 | $2.8M | +9% | 659.00 | 4210.73 |
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| Qualcomm (QCOM) | 0.1 | $2.7M | +3% | 21k | 128.78 |
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| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.1 | $2.7M | 31k | 86.52 |
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| Netflix (NFLX) | 0.1 | $2.7M | +6% | 28k | 96.15 |
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| Cme (CME) | 0.1 | $2.6M | +3% | 8.8k | 295.37 |
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| Philip Morris International (PM) | 0.1 | $2.5M | +249% | 15k | 165.34 |
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| Servicenow (NOW) | 0.1 | $2.4M | +32% | 23k | 104.55 |
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| Travelers Companies (TRV) | 0.1 | $2.4M | +4% | 8.2k | 291.68 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $2.4M | -15% | 153k | 15.65 |
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| L3harris Technologies (LHX) | 0.1 | $2.4M | +9% | 6.9k | 345.17 |
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| Progressive Corporation (PGR) | 0.1 | $2.3M | +12% | 12k | 198.24 |
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| Goldman Sachs (GS) | 0.1 | $2.3M | +6% | 2.7k | 845.98 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $2.3M | +5% | 18k | 130.95 |
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| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.1 | $2.3M | 25k | 93.26 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.2M | -3% | 10k | 215.07 |
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| Verizon Communications (VZ) | 0.1 | $2.2M | +9% | 45k | 50.20 |
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| Atlantic Union B (AUB) | 0.1 | $2.2M | 62k | 35.74 |
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| Iqvia Holdings (IQV) | 0.1 | $2.2M | 13k | 170.54 |
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| Digital Realty Trust (DLR) | 0.1 | $2.2M | 12k | 180.21 |
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| Ecolab (ECL) | 0.1 | $2.1M | 7.9k | 266.03 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.0M | 3.1k | 653.21 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.0M | +20% | 18k | 114.99 |
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| Air Products & Chemicals (APD) | 0.1 | $1.9M | +7% | 6.7k | 290.48 |
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| Emerson Electric (EMR) | 0.1 | $1.9M | +169% | 15k | 131.02 |
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| Cbre Group Cl A (CBRE) | 0.1 | $1.9M | +9% | 14k | 135.46 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $1.8M | +10% | 2.0k | 895.29 |
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| Stryker Corporation (SYK) | 0.1 | $1.8M | +6% | 5.5k | 328.61 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.7M | -9% | 2.9k | 597.60 |
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| Kinder Morgan (KMI) | 0.1 | $1.7M | NEW | 50k | 33.53 |
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| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.1 | $1.7M | 49k | 34.02 |
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| Synopsys (SNPS) | 0.1 | $1.6M | +19% | 4.0k | 396.48 |
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| Marriott Intl Cl A (MAR) | 0.1 | $1.5M | -6% | 4.5k | 327.07 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.4M | +5% | 23k | 64.08 |
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| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.1 | $1.4M | 757.00 | 1884.72 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $1.4M | 28k | 49.37 |
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| Prologis (PLD) | 0.1 | $1.3M | +3% | 10k | 132.19 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.3M | -49% | 3.1k | 426.37 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $1.3M | -2% | 8.7k | 146.61 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $1.2M | 19k | 66.00 |
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| Fidelity Covington Trust Consmr Staples (FSTA) | 0.1 | $1.2M | 24k | 52.33 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $1.2M | 3.2k | 370.72 |
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| Marsh & McLennan Companies (MRSH) | 0.1 | $1.2M | +22% | 6.8k | 173.46 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $1.1M | 8.4k | 128.12 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $1.1M | -2% | 6.7k | 161.74 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.1M | -2% | 43k | 25.10 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $1.1M | +9% | 8.0k | 132.89 |
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| Williams Companies (WMB) | 0.1 | $1.1M | NEW | 14k | 72.78 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $1.0M | 9.4k | 108.98 |
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| Southern Company (SO) | 0.1 | $1.0M | 11k | 96.52 |
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| Enbridge (ENB) | 0.1 | $1.0M | -72% | 19k | 54.14 |
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| Nike CL B (NKE) | 0.0 | $985k | +13% | 19k | 52.82 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $970k | +13% | 2.9k | 337.89 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $952k | 21k | 45.87 |
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| Yum! Brands (YUM) | 0.0 | $935k | 6.0k | 155.48 |
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| Intuit (INTU) | 0.0 | $932k | 2.2k | 432.46 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $917k | 36k | 25.64 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $908k | -74% | 6.1k | 148.09 |
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| Tractor Supply Company (TSCO) | 0.0 | $896k | +10% | 20k | 45.30 |
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| Kla Corp Com New (KLAC) | 0.0 | $889k | -4% | 604.00 | 1472.41 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $815k | -8% | 3.3k | 248.00 |
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| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.0 | $805k | 14k | 59.07 |
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| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.0 | $792k | 14k | 57.64 |
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| Northern Trust Corporation (NTRS) | 0.0 | $788k | 5.6k | 139.57 |
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| Truist Financial Corp equities (TFC) | 0.0 | $779k | -4% | 17k | 45.97 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $773k | 8.0k | 97.23 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $718k | 1.00 | 718140.00 |
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| Us Bancorp Com New (USB) | 0.0 | $705k | 14k | 52.01 |
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| CSX Corporation (CSX) | 0.0 | $698k | 17k | 41.05 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $695k | 1.9k | 356.56 |
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| Nasdaq Omx (NDAQ) | 0.0 | $673k | -6% | 7.9k | 84.89 |
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| Valero Energy Corporation (VLO) | 0.0 | $668k | +3% | 2.7k | 247.08 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $663k | +65% | 8.8k | 75.10 |
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| Corning Incorporated (GLW) | 0.0 | $662k | -4% | 4.9k | 135.98 |
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| CVS Caremark Corporation (CVS) | 0.0 | $653k | 9.1k | 71.82 |
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| Bristol Myers Squibb (BMY) | 0.0 | $640k | 11k | 60.65 |
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| Altria (MO) | 0.0 | $632k | +24% | 9.6k | 65.99 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $617k | +4% | 1.6k | 390.41 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $616k | +2% | 2.5k | 244.18 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $595k | +14% | 3.9k | 152.75 |
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| Norfolk Southern (NSC) | 0.0 | $588k | -3% | 2.1k | 286.98 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $533k | 2.0k | 272.33 |
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| Globe Life (GL) | 0.0 | $508k | 3.6k | 139.17 |
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| Oracle Corporation (ORCL) | 0.0 | $506k | -2% | 3.4k | 147.13 |
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| Tyler Technologies (TYL) | 0.0 | $495k | 1.4k | 342.39 |
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| Costco Wholesale Corporation (COST) | 0.0 | $491k | -11% | 492.00 | 997.11 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $489k | 16k | 30.50 |
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| Ge Aerospace Com New (GE) | 0.0 | $487k | -3% | 1.7k | 283.79 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $479k | 7.1k | 67.53 |
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| AFLAC Incorporated (AFL) | 0.0 | $472k | +9% | 4.3k | 109.71 |
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| Ge Vernova (GEV) | 0.0 | $469k | -2% | 538.00 | 872.46 |
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| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.0 | $454k | 17k | 26.91 |
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| Heartbeam (BEAT) | 0.0 | $449k | 368k | 1.22 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $446k | -9% | 3.1k | 146.28 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $443k | 8.2k | 54.05 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $428k | 1.1k | 407.69 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $425k | 7.8k | 54.55 |
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| Wheaton Precious Metals Corp (WPM) | 0.0 | $413k | 3.2k | 131.01 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $404k | 1.4k | 287.09 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $400k | +11% | 1.3k | 313.81 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $397k | -10% | 14k | 27.85 |
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| General Dynamics Corporation (GD) | 0.0 | $395k | +19% | 1.2k | 343.22 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $385k | -5% | 13k | 29.13 |
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| PPG Industries (PPG) | 0.0 | $375k | 3.5k | 106.87 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $374k | -26% | 12k | 30.68 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $365k | 2.6k | 138.32 |
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| Cal Maine Foods Com New (CALM) | 0.0 | $364k | 4.6k | 79.15 |
|
|
| Allstate Corporation (ALL) | 0.0 | $361k | -6% | 1.7k | 207.34 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $359k | NEW | 3.6k | 98.38 |
|
| Advanced Micro Devices (AMD) | 0.0 | $358k | +6% | 1.8k | 203.43 |
|
| Pulte (PHM) | 0.0 | $358k | 3.0k | 117.61 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $356k | 7.3k | 48.46 |
|
|
| Deere & Company (DE) | 0.0 | $341k | -3% | 606.00 | 562.85 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $341k | 2.5k | 135.71 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $339k | -13% | 1.7k | 196.22 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $329k | 1.5k | 213.67 |
|
|
| Spdr Series Trust State Street Spd (XHB) | 0.0 | $320k | 3.2k | 98.72 |
|
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 0.0 | $314k | 6.9k | 45.65 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $313k | +8% | 817.00 | 383.34 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $307k | 3.7k | 81.98 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $306k | 2.6k | 118.62 |
|
|
| Spdr Series Trust State Street Spd (BIL) | 0.0 | $303k | +30% | 3.3k | 91.64 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $303k | 655.00 | 462.94 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $296k | -6% | 2.5k | 118.45 |
|
| Live Oak Bancshares (LOB) | 0.0 | $296k | 9.0k | 33.07 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $294k | 3.0k | 97.13 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $290k | -2% | 12k | 24.75 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $280k | 2.0k | 142.46 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $273k | NEW | 2.9k | 92.69 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $265k | 1.4k | 189.59 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $264k | -65% | 3.6k | 73.14 |
|
| Enterprise Products Partners (EPD) | 0.0 | $263k | 7.0k | 37.84 |
|
|
| Boeing Company (BA) | 0.0 | $262k | -4% | 1.3k | 199.04 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $262k | 2.7k | 96.45 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $261k | -3% | 606.00 | 430.29 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $260k | -3% | 8.0k | 32.43 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $259k | 722.00 | 359.03 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $252k | 1.2k | 213.59 |
|
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $251k | 1.7k | 145.94 |
|
|
| Jacobs Engineering Group (J) | 0.0 | $250k | 2.0k | 127.28 |
|
|
| American Healthcare Reit Com Shs (AHR) | 0.0 | $247k | 5.2k | 47.16 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $241k | NEW | 753.00 | 320.44 |
|
| Royal Gold (RGLD) | 0.0 | $239k | 938.00 | 254.49 |
|
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $235k | NEW | 1.5k | 157.35 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $234k | 1.0k | 234.03 |
|
|
| Delta Air Lines Com New (DAL) | 0.0 | $233k | 3.5k | 66.48 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $232k | -9% | 1.4k | 160.32 |
|
| Elbit Sys Ord (ESLT) | 0.0 | $229k | NEW | 270.00 | 849.09 |
|
| Vanguard World Materials Etf (VAW) | 0.0 | $225k | 1.0k | 225.34 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $225k | 801.00 | 280.65 |
|
|
| Alliant Energy Corporation (LNT) | 0.0 | $223k | 3.1k | 71.76 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $223k | 1.0k | 217.25 |
|
|
| Rbc Cad (RY) | 0.0 | $221k | 1.4k | 161.78 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $221k | -3% | 738.00 | 298.85 |
|
| Franco-Nevada Corporation (FNV) | 0.0 | $219k | NEW | 888.00 | 247.05 |
|
| Constellation Energy (CEG) | 0.0 | $219k | 783.00 | 279.25 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $218k | 720.00 | 302.25 |
|
|
| Or Royalties Com Shs (OR) | 0.0 | $217k | 5.7k | 38.02 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $216k | 3.5k | 61.64 |
|
|
| Sandisk Corp (SNDK) | 0.0 | $212k | NEW | 334.00 | 635.34 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $212k | -67% | 351.00 | 604.39 |
|
| Lincoln National Corporation (LNC) | 0.0 | $208k | 5.9k | 35.50 |
|
|
| Gilead Sciences (GILD) | 0.0 | $206k | NEW | 1.5k | 139.37 |
|
| Danaher Corporation (DHR) | 0.0 | $206k | 1.1k | 189.57 |
|
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.0 | $203k | 1.8k | 110.39 |
|
|
| Lumen Technologies (LUMN) | 0.0 | $124k | 18k | 6.95 |
|
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 2026 Q1 filed April 16, 2026
- Smith Salley Wealth Management 2025 Q4 filed Jan. 27, 2026
- 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