Smith, Salley & Associates
Latest statistics and disclosures from Smith, Salley & Associates's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, BRK.B, ABBV, CVX, and represent 17.90% of Smith, Salley & Associates's stock portfolio.
- Added to shares of these 10 stocks: Brookfield Corp Cl A Ltd Vt Sh (+$15M), ASML (+$11M), SPY (+$6.1M), IEF, META, VYM, Brookfield Asset Management, USIG, SHY, JNJ.
- Started 16 new stock positions in BA, IJR, AZO, VHT, RSP, MO, HOFT, Brookfield Corp Cl A Ltd Vt Sh, PHM, ITOT. WFC, DGX, SHY, MUB, Brookfield Asset Management, IWB.
- Reduced shares in these 10 stocks: Brookfield Asset Management (-$19M), CSCO (-$12M), IGSB (-$5.0M), BABA, MDT, D, JPST, NVS, ICSH, SHYG.
- Sold out of its positions in BABA, Brookfield Asset Management, PRF, IEI, SHYG, Mobile TeleSystems OJSC, VT, VMBS.
- Smith, Salley & Associates was a net seller of stock by $-4.7M.
- Smith, Salley & Associates has $1.2B in assets under management (AUM), dropping by 8.76%.
- Central Index Key (CIK): 0001482012
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Portfolio Holdings for Smith, Salley & Associates
Smith, Salley & Associates holds 223 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.2 | $61M | 253k | 239.82 | ||
| Apple (AAPL) | 4.7 | $55M | 421k | 129.93 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.9 | $34M | 110k | 308.90 | ||
| Abbvie (ABBV) | 2.7 | $32M | 195k | 161.61 | ||
| Chevron Corporation (CVX) | 2.4 | $29M | 159k | 179.49 | ||
| JPMorgan Chase & Co. (JPM) | 2.4 | $28M | 208k | 134.10 | ||
| Thermo Fisher Scientific (TMO) | 2.2 | $25M | 46k | 550.69 | ||
| Procter & Gamble Company (PG) | 2.2 | $25M | 167k | 151.56 | ||
| TJX Companies (TJX) | 2.1 | $25M | 310k | 79.60 | ||
| Visa Com Cl A (V) | 2.1 | $25M | 118k | 207.76 | ||
| Lowe's Companies (LOW) | 2.1 | $24M | 121k | 199.24 | ||
| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $24M | 266k | 88.73 | ||
| Raytheon Technologies Corp (RTX) | 1.8 | $21M | 210k | 100.92 | ||
| Amazon (AMZN) | 1.8 | $21M | 251k | 84.00 | ||
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| Diageo Spon Adr New (DEO) | 1.8 | $21M | 117k | 178.19 | ||
| Merck & Co (MRK) | 1.8 | $21M | +5% | 187k | 110.95 | |
| Pepsi (PEP) | 1.7 | $20M | 110k | 180.66 | ||
| Abbott Laboratories (ABT) | 1.6 | $19M | 174k | 109.79 | ||
| Ametek (AME) | 1.6 | $19M | 137k | 139.72 | ||
| Mastercard Incorporated Cl A (MA) | 1.6 | $19M | 53k | 347.73 | ||
| Analog Devices (ADI) | 1.5 | $17M | 106k | 164.03 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.4 | $17M | +56% | 44k | 382.42 | |
| Nxp Semiconductors N V (NXPI) | 1.4 | $17M | 104k | 158.03 | ||
| Roper Industries (ROP) | 1.4 | $16M | 38k | 432.09 | ||
| Constellation Brands Cl A (STZ) | 1.4 | $16M | 71k | 231.75 | ||
| Linde SHS (LIN) | 1.3 | $15M | 47k | 326.18 | ||
| Union Pacific Corporation (UNP) | 1.3 | $15M | 72k | 207.07 | ||
| Brookfield Corp Cl A Ltd Vt Sh | 1.3 | $15M | NEW | 470k | 31.46 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.2 | $14M | 53k | 266.84 | ||
| Honeywell International (HON) | 1.2 | $14M | 65k | 214.30 | ||
| Laboratory Corp Amer Hldgs Com New (LH) | 1.2 | $14M | 58k | 235.48 | ||
| S&p Global (SPGI) | 1.2 | $14M | 40k | 334.94 | ||
| Markel Corporation (MKL) | 1.1 | $13M | 9.9k | 1317.49 | ||
| Asml Holding N V N Y Registry Shs (ASML) | 1.0 | $12M | +1033% | 22k | 546.41 | |
| PNC Financial Services (PNC) | 0.9 | $11M | 69k | 157.94 | ||
| Medtronic SHS (MDT) | 0.9 | $11M | -28% | 136k | 77.72 | |
| Johnson & Johnson (JNJ) | 0.9 | $11M | +18% | 60k | 176.65 | |
| Dominion Resources (D) | 0.9 | $10M | -26% | 169k | 61.32 | |
| Xylem (XYL) | 0.9 | $10M | 92k | 110.57 | ||
| Ishares Tr Core Total Usd (IUSB) | 0.8 | $9.8M | +3% | 219k | 44.93 | |
| Walt Disney Company (DIS) | 0.8 | $9.5M | -7% | 110k | 86.88 | |
| NVIDIA Corporation (NVDA) | 0.8 | $9.3M | -3% | 64k | 146.14 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.8 | $9.2M | +94% | 96k | 95.78 | |
| Meta Platforms Cl A (META) | 0.8 | $9.1M | +92% | 76k | 120.34 | |
| Chemed Corp Com Stk (CHE) | 0.8 | $9.0M | 18k | 510.42 | ||
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.8 | $8.9M | +27% | 182k | 49.11 | |
| American National BankShares (AMNB) | 0.8 | $8.9M | 242k | 36.93 | ||
| Broadcom (AVGO) | 0.7 | $8.4M | 15k | 559.11 | ||
| Duke Energy Corp Com New (DUK) | 0.7 | $8.1M | 79k | 102.99 | ||
| Cisco Systems (CSCO) | 0.6 | $7.4M | -61% | 156k | 47.64 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $7.1M | 115k | 61.64 | ||
| Te Connectivity SHS (TEL) | 0.6 | $6.7M | -4% | 58k | 114.80 | |
| Home Depot (HD) | 0.5 | $6.1M | 19k | 315.86 | ||
| Intel Corporation (INTC) | 0.5 | $6.0M | 227k | 26.43 | ||
| Enbridge (ENB) | 0.5 | $5.6M | +2% | 143k | 39.10 | |
| Coca-Cola Company (KO) | 0.5 | $5.4M | +23% | 85k | 63.61 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $5.3M | +228% | 49k | 108.21 | |
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.4 | $5.0M | 53k | 94.51 | ||
| Eaton Corp SHS (ETN) | 0.4 | $4.9M | 31k | 156.95 | ||
| First Ban (FBNC) | 0.4 | $4.9M | 114k | 42.84 | ||
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $4.7M | +6% | 72k | 65.64 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $4.6M | 28k | 165.22 | ||
| Huntington Bancshares Incorporated (HBAN) | 0.4 | $4.5M | 320k | 14.10 | ||
| Qualcomm (QCOM) | 0.4 | $4.4M | 40k | 109.94 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $4.4M | +3% | 50k | 88.23 | |
| General Mills (GIS) | 0.4 | $4.4M | 53k | 83.85 | ||
| Truist Financial Corp equities (TFC) | 0.4 | $4.3M | -15% | 101k | 43.03 | |
| Ishares Tr Blackrock Ultra (ICSH) | 0.4 | $4.2M | -30% | 84k | 50.04 | |
| Starbucks Corporation (SBUX) | 0.4 | $4.1M | 41k | 99.20 | ||
| Air Products & Chemicals (APD) | 0.3 | $3.9M | 13k | 308.28 | ||
| Amgen (AMGN) | 0.3 | $3.7M | -18% | 14k | 262.64 | |
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.3 | $3.7M | -45% | 74k | 50.13 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $3.6M | +80% | 33k | 110.30 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $3.5M | 7.2k | 486.44 | ||
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.3 | $3.5M | -18% | 34k | 102.46 | |
| Emerson Electric (EMR) | 0.3 | $3.5M | 36k | 96.06 | ||
| Target Corporation (TGT) | 0.3 | $3.4M | 23k | 149.04 | ||
| Paychex (PAYX) | 0.3 | $3.4M | 29k | 115.56 | ||
| Mondelez Intl Cl A (MDLZ) | 0.3 | $3.2M | 48k | 66.65 | ||
| Digital Realty Trust (DLR) | 0.3 | $3.0M | -4% | 30k | 100.27 | |
| United Parcel Service CL B (UPS) | 0.2 | $2.9M | +2% | 17k | 173.85 | |
| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.2 | $2.9M | +8% | 113k | 25.71 | |
| Abb Sponsored Adr (ABB) | 0.2 | $2.8M | 93k | 30.46 | ||
| Nike CL B (NKE) | 0.2 | $2.8M | 24k | 117.01 | ||
| Vanguard World Fds Inf Tech Etf (VGT) | 0.2 | $2.6M | -3% | 8.0k | 319.39 | |
| Us Bancorp Del Com New (USB) | 0.2 | $2.5M | -17% | 57k | 43.61 | |
| Bank of America Corporation (BAC) | 0.2 | $2.4M | +2% | 73k | 33.12 | |
| Chubb (CB) | 0.2 | $2.4M | +3% | 11k | 220.61 | |
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.2 | $2.4M | 37k | 63.98 | ||
| At&t (T) | 0.2 | $2.4M | -16% | 129k | 18.41 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $2.3M | 15k | 151.85 | ||
| Brookfield Asset Managmt Cl A Lmt Vtg Shs | 0.2 | $2.2M | NEW | 76k | 28.67 | |
| Crown Castle Intl (CCI) | 0.2 | $2.1M | -4% | 16k | 135.64 | |
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.2 | $2.1M | -3% | 44k | 47.94 | |
| Caterpillar (CAT) | 0.2 | $2.1M | 8.6k | 239.56 | ||
| Brookfield Renewable Corp Cl A Sub Vtg (BEPC) | 0.2 | $2.1M | -5% | 75k | 27.54 | |
| Ishares Core Msci Emkt (IEMG) | 0.2 | $2.0M | 43k | 46.70 | ||
| Amcor Ord (AMCR) | 0.2 | $2.0M | 164k | 11.91 | ||
| Arista Networks (ANET) | 0.2 | $2.0M | 16k | 121.35 | ||
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $1.9M | +15% | 20k | 96.99 | |
| Costco Wholesale Corporation (COST) | 0.2 | $1.9M | +7% | 4.2k | 456.56 | |
| Moody's Corporation (MCO) | 0.2 | $1.9M | 6.7k | 278.60 | ||
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.9M | -4% | 9.8k | 191.19 | |
| Cme (CME) | 0.2 | $1.9M | 11k | 168.16 | ||
| American Express Company (AXP) | 0.2 | $1.8M | 13k | 147.75 | ||
| Verizon Communications (VZ) | 0.1 | $1.7M | -25% | 43k | 39.40 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $1.7M | NEW | 21k | 81.17 | |
| Unilever Spon Adr New (UL) | 0.1 | $1.7M | -46% | 33k | 50.35 | |
| UnitedHealth (UNH) | 0.1 | $1.6M | +3% | 3.0k | 530.31 | |
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.1 | $1.5M | -3% | 49k | 31.06 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.5M | +58% | 7.4k | 203.73 | |
| Eli Lilly & Co. (LLY) | 0.1 | $1.5M | 4.1k | 365.60 | ||
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.5M | 6.9k | 213.11 | ||
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.4M | +39% | 3.8k | 384.21 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.4M | -19% | 4.3k | 336.53 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.4M | +88% | 21k | 67.45 | |
| Prologis (PLD) | 0.1 | $1.4M | -2% | 12k | 112.73 | |
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.1 | $1.3M | +3% | 23k | 56.68 | |
| Pfizer (PFE) | 0.1 | $1.3M | 26k | 51.23 | ||
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.3M | -16% | 37k | 34.97 | |
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.1 | $1.3M | -2% | 25k | 50.71 | |
| Iqvia Holdings (IQV) | 0.1 | $1.2M | 6.1k | 204.90 | ||
| Gartner (IT) | 0.1 | $1.2M | 3.5k | 336.14 | ||
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.1M | -6% | 8.4k | 135.85 | |
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $1.1M | -2% | 32k | 34.20 | |
| Gilead Sciences (GILD) | 0.1 | $1.1M | 13k | 85.85 | ||
| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $1.0M | 27k | 39.01 | ||
| Fidelity Covington Trust Consmr Staples (FSTA) | 0.1 | $1.0M | 23k | 44.81 | ||
| Citigroup Com New (C) | 0.1 | $954k | -21% | 21k | 45.23 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $937k | +100% | 2.00 | 468711.00 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $924k | 4.2k | 220.67 | ||
| McDonald's Corporation (MCD) | 0.1 | $920k | +7% | 3.5k | 263.53 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $878k | 20k | 44.81 | ||
| Bristol Myers Squibb (BMY) | 0.1 | $869k | +5% | 12k | 71.95 | |
| BlackRock (BLK) | 0.1 | $865k | -2% | 1.2k | 708.63 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $853k | -3% | 10k | 83.60 | |
| Colgate-Palmolive Company (CL) | 0.1 | $830k | +3% | 11k | 78.79 | |
| Norfolk Southern (NSC) | 0.1 | $810k | 3.3k | 246.42 | ||
| Intuitive Surgical Com New (ISRG) | 0.1 | $805k | +4% | 3.0k | 265.35 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.1 | $803k | -5% | 8.2k | 98.21 | |
| Yum! Brands (YUM) | 0.1 | $800k | 6.2k | 128.08 | ||
| Hooker Furniture Corporation (HOFT) | 0.1 | $760k | NEW | 41k | 18.69 | |
| Marriott Intl Cl A (MAR) | 0.1 | $758k | 5.1k | 148.89 | ||
| Nextera Energy (NEE) | 0.1 | $705k | +5% | 8.4k | 83.60 | |
| Tractor Supply Company (TSCO) | 0.1 | $679k | 3.0k | 225.00 | ||
| Nasdaq Omx (NDAQ) | 0.1 | $652k | 11k | 61.35 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $651k | -12% | 3.5k | 183.54 | |
| Ecolab (ECL) | 0.1 | $650k | -4% | 4.5k | 145.55 | |
| Philip Morris International (PM) | 0.1 | $634k | 6.3k | 101.23 | ||
| Globe Life (GL) | 0.1 | $628k | 5.2k | 120.55 | ||
| Electronic Arts (EA) | 0.1 | $625k | 5.1k | 122.19 | ||
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $612k | NEW | 2.9k | 210.52 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $599k | NEW | 6.3k | 94.64 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $597k | -18% | 12k | 50.14 | |
| Danaher Corporation (DHR) | 0.1 | $595k | -11% | 2.2k | 265.45 | |
| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.1 | $590k | 25k | 23.84 | ||
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.1 | $586k | -2% | 13k | 45.58 | |
| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.0 | $572k | -5% | 13k | 43.65 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $571k | 8.6k | 66.02 | ||
| Jabil Circuit (JBL) | 0.0 | $560k | 8.2k | 68.20 | ||
| AFLAC Incorporated (AFL) | 0.0 | $542k | 7.5k | 71.94 | ||
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $531k | -56% | 5.0k | 105.43 | |
| Tyler Technologies (TYL) | 0.0 | $529k | -14% | 1.6k | 322.41 | |
| Northern Trust Corporation (NTRS) | 0.0 | $523k | 5.9k | 88.49 | ||
| CSX Corporation (CSX) | 0.0 | $493k | 16k | 30.98 | ||
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $479k | -2% | 2.0k | 241.89 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $459k | -20% | 2.1k | 214.24 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $453k | -4% | 3.5k | 129.16 | |
| Autodesk (ADSK) | 0.0 | $452k | -3% | 2.4k | 186.87 | |
| Kla Corp Com New (KLAC) | 0.0 | $450k | -8% | 1.2k | 377.03 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $448k | NEW | 5.3k | 84.79 | |
| Wal-Mart Stores (WMT) | 0.0 | $439k | 3.1k | 141.77 | ||
| Ishares Tr National Mun Etf (MUB) | 0.0 | $431k | NEW | 4.1k | 105.52 | |
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.0 | $430k | -5% | 17k | 24.81 | |
| stock (SPLK) | 0.0 | $429k | -2% | 5.0k | 86.09 | |
| salesforce (CRM) | 0.0 | $428k | -3% | 3.2k | 132.59 | |
| Valero Energy Corporation (VLO) | 0.0 | $427k | 3.4k | 126.86 | ||
| Rbc Cad (RY) | 0.0 | $400k | -2% | 4.3k | 94.02 | |
| Allstate Corporation (ALL) | 0.0 | $399k | 2.9k | 135.60 | ||
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $396k | NEW | 2.8k | 141.25 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $371k | -6% | 1.4k | 266.31 | |
| SYSCO Corporation (SYY) | 0.0 | $365k | 4.8k | 76.43 | ||
| Jacobs Engineering Group (J) | 0.0 | $365k | 3.0k | 120.07 | ||
| Elanco Animal Health (ELAN) | 0.0 | $344k | -2% | 28k | 12.22 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $339k | 2.5k | 135.75 | ||
| International Business Machines (IBM) | 0.0 | $328k | 2.3k | 140.89 | ||
| Tesla Motors (TSLA) | 0.0 | $326k | +22% | 2.7k | 123.18 | |
| Generac Holdings (GNRC) | 0.0 | $325k | +30% | 3.2k | 100.66 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $319k | 7.1k | 45.15 | ||
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $316k | -3% | 4.2k | 74.55 | |
| Cbre Group Cl A (CBRE) | 0.0 | $316k | 4.1k | 76.96 | ||
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $313k | -94% | 6.3k | 49.82 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $301k | +9% | 1.7k | 174.36 | |
| General Dynamics Corporation (GD) | 0.0 | $300k | 1.2k | 248.11 | ||
| V.F. Corporation (VFC) | 0.0 | $298k | -5% | 11k | 27.61 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $267k | -91% | 2.9k | 90.72 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.0 | $265k | 350.00 | 758.36 | ||
| Live Oak Bancshares (LOB) | 0.0 | $260k | +11% | 8.6k | 30.20 | |
| Boeing Company (BA) | 0.0 | $252k | NEW | 1.3k | 190.49 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $252k | -22% | 7.8k | 32.21 | |
| PPG Industries (PPG) | 0.0 | $252k | 2.0k | 125.74 | ||
| Illumina (ILMN) | 0.0 | $243k | 1.2k | 202.20 | ||
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $242k | 8.1k | 29.69 | ||
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $242k | 2.3k | 104.24 | ||
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $237k | 1.1k | 214.52 | ||
| Yum China Holdings (YUMC) | 0.0 | $236k | 4.3k | 54.65 | ||
| Marsh & McLennan Companies (MMC) | 0.0 | $234k | 1.4k | 165.46 | ||
| Aptar (ATR) | 0.0 | $232k | -7% | 2.1k | 109.98 | |
| Pulte (PHM) | 0.0 | $220k | NEW | 4.8k | 45.53 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $219k | NEW | 1.4k | 156.44 | |
| Altria (MO) | 0.0 | $216k | NEW | 4.7k | 45.71 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $215k | -5% | 3.9k | 55.55 | |
| AutoZone (AZO) | 0.0 | $210k | NEW | 85.00 | 2466.16 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.0 | $210k | NEW | 845.00 | 248.05 | |
| Wells Fargo & Company (WFC) | 0.0 | $204k | NEW | 4.9k | 41.29 | |
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $170k | -2% | 17k | 10.12 | |
| Atlas Corp Shares (ATCO) | 0.0 | $169k | 11k | 15.34 | ||
| F.N.B. Corporation (FNB) | 0.0 | $161k | 12k | 13.05 | ||
| Sirius Xm Holdings (SIRI) | 0.0 | $121k | 21k | 5.84 | ||
| Macquarie/First Trust Global Infrstrctre (MFD) | 0.0 | $105k | 13k | 8.09 | ||
| Mfs Inter Income Tr Sh Ben Int (MIN) | 0.0 | $45k | -10% | 16k | 2.76 | |
| Protalix Biotherapeutics (PLX) | 0.0 | $17k | 12k | 1.37 | ||
| Neximmune (NEXI) | 0.0 | $2.7k | 11k | 0.24 | ||
Past Filings by Smith, Salley & Associates
SEC 13F filings are viewable for Smith, Salley & Associates going back to 2010
- Smith, Salley & Associates 2022 Q4 filed Feb. 3, 2023
- Smith, Salley & Associates 2022 Q3 filed Nov. 1, 2022
- Smith, Salley & Associates 2022 Q2 filed Aug. 1, 2022
- Smith, Salley & Associates 2022 Q1 filed May 10, 2022
- Smith, Salley & Associates 2021 Q4 filed Feb. 10, 2022
- Smith, Salley & Associates 2021 Q3 filed Nov. 5, 2021
- Smith, Salley & Associates 2021 Q2 filed Aug. 9, 2021
- Smith, Salley & Associates 2021 Q1 filed April 30, 2021
- Smith, Salley & Associates 2020 Q4 filed Jan. 28, 2021
- Smith, Salley & Associates 2020 Q3 filed Nov. 5, 2020
- Smith, Salley & Associates 2020 Q2 filed Aug. 4, 2020
- Smith, Salley & Associates 2020 Q1 filed April 24, 2020
- Smith, Salley & Associates 2019 Q4 filed Jan. 27, 2020
- Smith, Salley & Associates 2019 Q3 filed Oct. 30, 2019
- Smith, Salley & Associates 2019 Q2 filed July 12, 2019
- Smith, Salley & Associates 2019 Q1 filed May 3, 2019