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, GOOG, MSFT, AMZN, and represent 22.91% of Smith Salley Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: AMD (+$28M), APH (+$23M), AVGO (+$14M), SPHY (+$13M), IGIB (+$11M), IBM (+$8.4M), CSCO (+$6.9M), VGT (+$5.3M), GOOGL, C.
- Started 22 new stock positions in STX, SCHM, ADP, ASTS, C, RVTY, INTC, VIS, DFAU, AXON. TEL, IUSG, HONA, VB, HIVE, IWL, NUE, VRTX, IJR, HON, WDC, ROK.
- Reduced shares in these 10 stocks: MRVL (-$54M), , , TLT (-$5.3M), MBB, AMZN, WFC, NXPI, CASY, ADI.
- Sold out of its positions in CBRE, CINF, CEG, XOM, FNV, GILD, Honeywell International, INTU, XLG, TLT. NKE, OR, RGLD, ACN.
- Smith Salley Wealth Management was a net buyer of stock by $31M.
- Smith Salley Wealth Management has $2.3B in assets under management (AUM), dropping by 15.73%.
- Central Index Key (CIK): 0001482012
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Portfolio Holdings for Smith Salley Wealth Management
Smith Salley Wealth Management holds 275 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.8 | $156M | 778k | 200.09 |
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| Apple (AAPL) | 5.2 | $119M | 412k | 289.36 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.3 | $98M | 278k | 353.33 |
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| Microsoft Corporation (MSFT) | 4.0 | $91M | 244k | 373.02 |
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| Amazon (AMZN) | 2.8 | $63M | -5% | 266k | 238.34 |
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| Broadcom (AVGO) | 2.7 | $62M | +29% | 163k | 377.75 |
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| Micron Technology (MU) | 2.5 | $57M | -2% | 49k | 1154.30 |
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| JPMorgan Chase & Co. (JPM) | 2.3 | $53M | 162k | 327.33 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 2.3 | $53M | 27k | 1989.47 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $51M | 102k | 500.39 |
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| Meta Platforms Cl A (META) | 2.0 | $46M | 81k | 563.29 |
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| TJX Companies (TJX) | 1.8 | $42M | 279k | 151.50 |
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| Visa Com Cl A (V) | 1.8 | $41M | 120k | 343.09 |
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| Analog Devices (ADI) | 1.8 | $41M | -7% | 103k | 397.17 |
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| Raytheon Technologies Corp (RTX) | 1.8 | $41M | 214k | 189.73 |
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| Abbvie (ABBV) | 1.7 | $40M | 159k | 251.64 |
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| Amphenol Corp Cl A (APH) | 1.7 | $40M | +134% | 224k | 176.32 |
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| Arista Networks Com Shs (ANET) | 1.5 | $35M | +2% | 203k | 169.88 |
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| Nextera Energy (NEE) | 1.4 | $32M | 365k | 87.77 |
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| Marvell Technology (MRVL) | 1.4 | $32M | -62% | 107k | 297.89 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $31M | +12% | 86k | 357.37 |
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| Thermo Fisher Scientific (TMO) | 1.3 | $30M | 59k | 501.36 |
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| Lowe's Companies (LOW) | 1.3 | $30M | 134k | 220.49 |
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| Advanced Micro Devices (AMD) | 1.3 | $29M | +2716% | 50k | 580.91 |
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| Eli Lilly & Co. (LLY) | 1.2 | $29M | +13% | 24k | 1199.44 |
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| Linde SHS (LIN) | 1.2 | $28M | 55k | 518.94 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.2 | $28M | 648k | 42.59 |
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| Ametek (AME) | 1.2 | $27M | 111k | 241.94 |
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| Mastercard Incorporated Cl A (MA) | 1.1 | $26M | 50k | 513.60 |
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| Curtiss-Wright (CW) | 1.1 | $25M | 33k | 757.77 |
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| Procter & Gamble Company (PG) | 1.1 | $24M | 165k | 146.64 |
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| Chevron Corporation (CVX) | 0.9 | $22M | +2% | 130k | 165.76 |
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| Casey's General Stores (CASY) | 0.9 | $21M | -12% | 27k | 794.80 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.9 | $21M | +108% | 388k | 53.17 |
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| Union Pacific Corporation (UNP) | 0.9 | $20M | 74k | 272.00 |
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| PNC Financial Services (PNC) | 0.9 | $20M | 81k | 246.22 |
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| Nxp Semiconductors N V (NXPI) | 0.9 | $20M | -14% | 71k | 281.03 |
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| Caterpillar (CAT) | 0.8 | $19M | +2% | 18k | 1064.91 |
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| Markel Corporation (MKL) | 0.8 | $18M | 9.2k | 1953.06 |
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| Pepsi (PEP) | 0.7 | $17M | 126k | 135.40 |
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| Abbott Laboratories (ABT) | 0.7 | $17M | 187k | 90.74 |
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| Spdr Series Trust St Port High Etf (SPHY) | 0.7 | $17M | +293% | 716k | 23.44 |
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| Cummins (CMI) | 0.7 | $16M | +2% | 23k | 713.22 |
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| Johnson & Johnson (JNJ) | 0.7 | $16M | +9% | 63k | 253.97 |
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| Cisco Systems (CSCO) | 0.7 | $16M | +77% | 135k | 117.46 |
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| S&p Global (SPGI) | 0.7 | $16M | 39k | 407.26 |
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| Anthem (ELV) | 0.7 | $15M | 40k | 386.73 |
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| International Business Machines (IBM) | 0.7 | $15M | +122% | 54k | 281.21 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.6 | $13M | 45k | 285.58 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.6 | $13M | 246k | 52.41 |
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| Medtronic SHS (MDT) | 0.6 | $13M | 163k | 78.23 |
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| TransDigm Group Incorporated (TDG) | 0.5 | $12M | +13% | 9.1k | 1332.07 |
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| Colgate-Palmolive Company (CL) | 0.5 | $12M | +2% | 129k | 91.68 |
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| Astrazeneca Ord (AZN) | 0.5 | $12M | -11% | 61k | 189.62 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $12M | +2% | 120k | 96.58 |
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| Roper Industries (ROP) | 0.5 | $11M | -3% | 33k | 338.39 |
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| Ishares Tr Mbs Etf (MBB) | 0.5 | $11M | -29% | 116k | 94.52 |
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| Northrop Grumman Corporation (NOC) | 0.5 | $11M | 21k | 509.30 |
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| Wal-Mart Stores (WMT) | 0.4 | $10M | +4% | 88k | 113.26 |
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| Xylem (XYL) | 0.4 | $9.4M | 80k | 118.21 |
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| Bank of America Corporation (BAC) | 0.4 | $9.2M | +3% | 162k | 56.98 |
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| Eaton Corp SHS (ETN) | 0.3 | $7.6M | -5% | 18k | 426.12 |
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| Home Depot (HD) | 0.3 | $7.6M | 22k | 352.68 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $7.5M | 59k | 126.58 |
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| Coca-Cola Company (KO) | 0.3 | $7.5M | +3% | 92k | 81.27 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.3 | $7.3M | -2% | 171k | 42.41 |
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| UnitedHealth (UNH) | 0.3 | $7.1M | +7% | 17k | 415.63 |
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| First Ban (FBNC) | 0.3 | $7.1M | 111k | 63.93 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $7.0M | 19k | 370.04 |
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| Morgan Stanley Com New (MS) | 0.3 | $6.4M | +4% | 31k | 209.04 |
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| Applied Materials (AMAT) | 0.3 | $6.0M | -7% | 8.3k | 722.99 |
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $6.0M | +698% | 50k | 119.52 |
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| Vertiv Holdings Com Cl A (VRT) | 0.3 | $6.0M | -10% | 18k | 334.83 |
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| Ishares Core Msci Emkt (IEMG) | 0.3 | $5.9M | 71k | 82.84 |
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| Merck & Co (MRK) | 0.3 | $5.8M | +2% | 45k | 128.50 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $5.6M | -8% | 19k | 298.07 |
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| Moody's Corporation (MCO) | 0.2 | $5.1M | +3% | 11k | 452.92 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.2 | $5.0M | 112k | 44.85 |
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| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.2 | $4.5M | 59k | 76.56 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $4.5M | -25% | 6.1k | 746.82 |
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| American Express Company (AXP) | 0.2 | $4.4M | 13k | 338.25 |
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| Starbucks Corporation (SBUX) | 0.2 | $4.4M | +2% | 43k | 102.19 |
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| Blackrock (BLK) | 0.2 | $4.3M | +7% | 4.5k | 961.49 |
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| American Electric Power Company (AEP) | 0.2 | $4.3M | +2% | 31k | 136.81 |
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| Netflix (NFLX) | 0.2 | $4.2M | +111% | 58k | 71.40 |
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| Chubb (CB) | 0.2 | $4.1M | +22% | 12k | 340.73 |
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| Amgen (AMGN) | 0.2 | $4.1M | 11k | 362.13 |
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| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.2 | $4.0M | 58k | 69.48 |
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| Digital Realty Trust (DLR) | 0.2 | $3.9M | +76% | 22k | 179.58 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $3.8M | -4% | 5.2k | 736.40 |
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| Tesla Motors (TSLA) | 0.2 | $3.8M | +5% | 9.0k | 420.61 |
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| McDonald's Corporation (MCD) | 0.2 | $3.5M | 13k | 270.31 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $3.5M | +512% | 40k | 86.14 |
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| Citigroup Com New (C) | 0.1 | $3.4M | NEW | 24k | 139.96 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $3.4M | +33% | 8.5k | 397.68 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.1 | $3.3M | 43k | 77.25 |
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| At&t (T) | 0.1 | $3.3M | 159k | 20.70 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.1 | $3.2M | 59k | 54.03 |
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| MercadoLibre (MELI) | 0.1 | $3.2M | +11% | 1.9k | 1697.39 |
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| Servicenow (NOW) | 0.1 | $3.1M | +32% | 31k | 99.28 |
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| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.1 | $3.0M | 31k | 99.61 |
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| Qualcomm (QCOM) | 0.1 | $3.0M | -23% | 16k | 184.79 |
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| Booking Holdings (BKNG) | 0.1 | $2.9M | +2394% | 16k | 178.24 |
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| Goldman Sachs (GS) | 0.1 | $2.9M | +4% | 2.9k | 1011.47 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $2.8M | +4% | 160k | 17.73 |
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| Philip Morris International (PM) | 0.1 | $2.8M | +2% | 16k | 180.91 |
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| Travelers Companies (TRV) | 0.1 | $2.8M | +3% | 8.5k | 330.13 |
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| Synopsys (SNPS) | 0.1 | $2.8M | +57% | 6.2k | 446.10 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $2.7M | +5% | 19k | 146.11 |
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| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.1 | $2.7M | +6% | 26k | 102.84 |
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| Atlantic Union B (AUB) | 0.1 | $2.6M | 62k | 42.31 |
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| salesforce (CRM) | 0.1 | $2.6M | +2% | 17k | 156.66 |
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| Iqvia Holdings (IQV) | 0.1 | $2.6M | +2% | 13k | 193.22 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.5M | 10k | 236.63 |
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| Ecolab (ECL) | 0.1 | $2.2M | 8.0k | 278.61 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.1M | -8% | 2.9k | 748.88 |
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| L3harris Technologies (LHX) | 0.1 | $2.1M | +5% | 7.3k | 290.59 |
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| Emerson Electric (EMR) | 0.1 | $2.1M | 15k | 143.15 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.1M | 18k | 117.67 |
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| Air Products & Chemicals (APD) | 0.1 | $2.1M | +4% | 7.0k | 293.19 |
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| Progressive Corporation (PGR) | 0.1 | $2.0M | -21% | 9.2k | 218.45 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.0M | 2.9k | 686.87 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $2.0M | 2.0k | 978.19 |
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| Cme (CME) | 0.1 | $2.0M | 8.9k | 220.83 |
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| Verizon Communications (VZ) | 0.1 | $1.9M | +2% | 46k | 42.34 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.8M | +13% | 26k | 71.25 |
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| Kla Corp Com New (KLAC) | 0.1 | $1.8M | +897% | 6.0k | 301.73 |
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| Stryker Corporation (SYK) | 0.1 | $1.8M | +4% | 5.7k | 314.87 |
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| Kinder Morgan (KMI) | 0.1 | $1.7M | +4% | 52k | 31.97 |
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| Marriott Intl Cl A (MAR) | 0.1 | $1.6M | 4.4k | 370.61 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $1.6M | NEW | 1.7k | 965.09 |
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| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.1 | $1.6M | 752.00 | 2080.79 |
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| Honeywell International (HON) | 0.1 | $1.6M | NEW | 6.9k | 223.91 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $1.5M | 8.0k | 190.52 |
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| Honeywell Aerospace (HONA) | 0.1 | $1.5M | NEW | 6.8k | 221.10 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $1.5M | 28k | 53.61 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $1.5M | +7% | 3.4k | 426.46 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.4M | +277% | 12k | 124.17 |
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| Prologis (PLD) | 0.1 | $1.4M | +5% | 11k | 135.47 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $1.4M | 19k | 75.63 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $1.4M | 8.7k | 158.66 |
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| Corning Incorporated (GLW) | 0.1 | $1.4M | +8% | 5.3k | 255.45 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.3M | +25% | 45k | 29.43 |
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| ConocoPhillips (COP) | 0.1 | $1.3M | -59% | 13k | 103.96 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.2M | 43k | 28.96 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $1.2M | 8.4k | 146.40 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.1 | $1.2M | 6.6k | 185.24 |
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| Fidelity Covington Trust Consmr Staples (FSTA) | 0.1 | $1.2M | 23k | 52.54 |
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| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.1 | $1.2M | -15% | 41k | 29.56 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $1.2M | -12% | 2.5k | 477.52 |
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| Marsh & McLennan Companies (MRSH) | 0.1 | $1.2M | +2% | 7.0k | 166.66 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.1 | $1.2M | 21k | 55.77 |
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| Williams Companies (WMB) | 0.0 | $1.1M | +2% | 15k | 74.34 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $1.1M | 9.4k | 117.28 |
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| Enbridge (ENB) | 0.0 | $1.0M | 19k | 54.21 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $1.0M | +167% | 4.6k | 217.92 |
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| Southern Company (SO) | 0.0 | $994k | 10k | 95.71 |
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| Northern Trust Corporation (NTRS) | 0.0 | $993k | 5.7k | 173.83 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $962k | 6.1k | 158.04 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $931k | -22% | 1.2k | 762.95 |
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| CVS Caremark Corporation (CVS) | 0.0 | $929k | 9.0k | 103.46 |
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| Yum! Brands (YUM) | 0.0 | $916k | -4% | 5.7k | 159.86 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $898k | +2% | 8.1k | 110.32 |
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| Norfolk Southern (NSC) | 0.0 | $865k | +34% | 2.8k | 314.58 |
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| Truist Financial Corp equities (TFC) | 0.0 | $852k | 17k | 49.82 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $837k | -15% | 2.8k | 300.45 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $820k | +2% | 2.0k | 409.50 |
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| Us Bancorp Com New (USB) | 0.0 | $815k | 14k | 60.40 |
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| CSX Corporation (CSX) | 0.0 | $798k | 17k | 47.53 |
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| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.0 | $793k | 14k | 58.51 |
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| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.0 | $785k | 13k | 58.42 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $774k | NEW | 4.1k | 188.07 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $761k | NEW | 15k | 51.69 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $749k | 1.00 | 748850.00 |
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| Ge Vernova (GEV) | 0.0 | $744k | +17% | 633.00 | 1175.57 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $744k | +15% | 2.9k | 255.67 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $739k | 8.8k | 83.75 |
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| Valero Energy Corporation (VLO) | 0.0 | $709k | 2.7k | 260.44 |
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| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.0 | $684k | +38% | 23k | 29.30 |
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| Ge Aerospace Com New (GE) | 0.0 | $676k | +5% | 1.8k | 373.75 |
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| Bristol Myers Squibb (BMY) | 0.0 | $659k | +8% | 11k | 57.62 |
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| Altria (MO) | 0.0 | $654k | -5% | 9.1k | 71.95 |
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| Globe Life (GL) | 0.0 | $652k | 3.6k | 178.68 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $651k | +45% | 19k | 33.84 |
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| Tractor Supply Company (TSCO) | 0.0 | $629k | 20k | 31.61 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $623k | +13% | 8.1k | 77.11 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $610k | 3.9k | 156.72 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $608k | +18% | 1.4k | 433.38 |
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| Nasdaq Omx (NDAQ) | 0.0 | $589k | -5% | 7.5k | 78.82 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $579k | 1.9k | 299.01 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $558k | 16k | 34.81 |
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| Wells Fargo & Company (WFC) | 0.0 | $554k | -85% | 6.7k | 82.64 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $554k | +13% | 9.3k | 59.69 |
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| Oracle Corporation (ORCL) | 0.0 | $536k | +6% | 3.7k | 146.56 |
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| Costco Wholesale Corporation (COST) | 0.0 | $532k | +15% | 569.00 | 935.21 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $521k | +500% | 6.3k | 82.62 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $503k | +34% | 2.1k | 242.48 |
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| Automatic Data Processing (ADP) | 0.0 | $499k | NEW | 2.2k | 223.95 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $484k | +23% | 4.5k | 107.50 |
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| Intel Corporation (INTC) | 0.0 | $481k | NEW | 3.4k | 139.63 |
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| AFLAC Incorporated (AFL) | 0.0 | $464k | -8% | 4.0k | 117.25 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $454k | +299% | 5.6k | 80.57 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $451k | -10% | 1.1k | 393.96 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $443k | 14k | 31.10 |
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| Deere & Company (DE) | 0.0 | $431k | +12% | 680.00 | 634.42 |
|
| PPG Industries (PPG) | 0.0 | $425k | 3.5k | 121.27 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $423k | -14% | 1.2k | 341.02 |
|
| Pulte (PHM) | 0.0 | $417k | 3.0k | 137.21 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $414k | 2.6k | 156.95 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $405k | +18% | 3.0k | 136.68 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $404k | 7.3k | 55.01 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $398k | -2% | 1.1k | 354.24 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $392k | +20% | 14k | 27.70 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $391k | +9% | 3.3k | 116.67 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $390k | 12k | 31.71 |
|
|
| Tyler Technologies (TYL) | 0.0 | $390k | -7% | 1.3k | 292.47 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $375k | +47% | 1.1k | 344.03 |
|
| Spdr Series Trust St Str Sp Home (XHB) | 0.0 | $374k | 3.2k | 115.56 |
|
|
| Cal Maine Foods Com New (CALM) | 0.0 | $371k | 4.6k | 80.56 |
|
|
| Live Oak Bancshares (LOB) | 0.0 | $366k | 9.0k | 40.84 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $354k | +51% | 4.5k | 79.42 |
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $354k | 3.2k | 112.32 |
|
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.0 | $347k | 6.9k | 50.39 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $346k | +402% | 13k | 27.41 |
|
| Allstate Corporation (ALL) | 0.0 | $346k | -16% | 1.5k | 237.94 |
|
| Delta Air Lines Com New (DAL) | 0.0 | $345k | +5% | 3.7k | 93.66 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $342k | 655.00 | 522.11 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $341k | +15% | 3.0k | 114.18 |
|
| Sandisk Corp (SNDK) | 0.0 | $335k | -55% | 147.00 | 2279.14 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $323k | 2.0k | 164.30 |
|
|
| Boeing Company (BA) | 0.0 | $319k | +11% | 1.5k | 216.46 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $312k | 3.0k | 103.88 |
|
|
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.0 | $311k | 3.7k | 83.07 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $310k | 1.4k | 221.20 |
|
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $306k | 8.0k | 38.06 |
|
|
| Rockwell Automation (ROK) | 0.0 | $301k | NEW | 608.00 | 495.08 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $290k | -2% | 2.6k | 109.75 |
|
| Western Digital (WDC) | 0.0 | $284k | NEW | 445.00 | 638.13 |
|
| Rbc Cad (RY) | 0.0 | $283k | 1.4k | 206.97 |
|
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $280k | -2% | 705.00 | 396.61 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $278k | NEW | 1.9k | 148.29 |
|
| Heartbeam (BEAT) | 0.0 | $276k | 368k | 0.75 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $272k | NEW | 898.00 | 303.12 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $270k | 3.6k | 74.90 |
|
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $265k | 1.0k | 264.72 |
|
|
| Ast Spacemobile Com Cl A (ASTS) | 0.0 | $264k | NEW | 3.0k | 88.86 |
|
| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $261k | 1.7k | 152.18 |
|
|
| PerkinElmer (RVTY) | 0.0 | $260k | NEW | 2.3k | 111.26 |
|
| Enterprise Products Partners (EPD) | 0.0 | $256k | 7.0k | 36.76 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $254k | -3% | 695.00 | 365.70 |
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.0 | $253k | -16% | 2.8k | 91.64 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $253k | +41% | 496.00 | 509.46 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $253k | -2% | 734.00 | 344.19 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $250k | 1.0k | 242.99 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $242k | +8% | 656.00 | 368.38 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $237k | 3.1k | 76.29 |
|
|
| American Healthcare Reit Com Shs (AHR) | 0.0 | $236k | -13% | 4.5k | 52.15 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $235k | 3.5k | 67.01 |
|
|
| Lincoln National Corporation (LNC) | 0.0 | $230k | +10% | 6.5k | 35.35 |
|
| Vanguard World Materials Etf (VAW) | 0.0 | $229k | 1.0k | 228.79 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $225k | 801.00 | 280.65 |
|
|
| Danaher Corporation (DHR) | 0.0 | $224k | +8% | 1.2k | 190.45 |
|
| Axon Enterprise (AXON) | 0.0 | $223k | NEW | 398.00 | 560.61 |
|
| Jacobs Engineering Group (J) | 0.0 | $219k | -11% | 1.7k | 126.00 |
|
| Vanguard World Industrial Etf (VIS) | 0.0 | $216k | NEW | 600.00 | 360.38 |
|
| Ishares Tr Rus Top 200 Etf (IWL) | 0.0 | $208k | NEW | 1.1k | 184.95 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $207k | NEW | 417.00 | 496.73 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $205k | -61% | 313.00 | 656.33 |
|
| Elbit Sys Ord (ESLT) | 0.0 | $205k | 270.00 | 758.72 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $204k | NEW | 5.5k | 36.87 |
|
| Nucor Corporation (NUE) | 0.0 | $203k | NEW | 913.00 | 222.74 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.0 | $203k | 1.8k | 110.35 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $203k | NEW | 1.0k | 201.61 |
|
| Lumen Technologies (LUMN) | 0.0 | $137k | 18k | 7.68 |
|
|
| Hive Digital Technologies Lt Com New (HIVE) | 0.0 | $40k | NEW | 11k | 3.64 |
|
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 Q2 filed July 23, 2026
- 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