SS
| |
Smith Salley Wealth Management13F | |
| Smith Salley Wealth Management | |
| Last update 2024-10-24 | 235 Stocks (21 new) |
| Value $1.53 Bil | Turnover 6 % |
| Portfolio Report | |
Smith Salley Wealth Management... Top Holdings of 2024-09-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 215,116 | 92564.530 | +2.88% | 6.050 | +0.17% | 0.000 | +3.14% | +11.77% | 3107854.513 | Software | |
AAPL | Apple Inc | 390,796 | 91055.580 | +9.17% | 5.950 | +0.50% | 0.000 | +3.93% | +17.04% | 3389420.993 | Hardware | |
NVDA | NVIDIA Corp | 634,769 | 77086.370 | +3.62% | 5.040 | +0.18% | 0.000 | +38.68% | +193.39% | 3563227.800 | Semiconductors | |
AMZN | Amazon.com Inc | 247,641 | 46143.040 | +5.06% | 3.020 | +0.15% | 0.000 | +23.90% | +36.13% | 2174924.878 | Retail - Cyclical | |
BRK.B | Berkshire Hathaway Inc | 97,103 | 44692.480 | +2.21% | 2.920 | +0.06% | 0.000 | +8.27% | +31.04% | 1008245.632 | Insurance | |
META | Meta Platforms Inc | 77,782 | 44525.250 | +3.35% | 2.910 | +0.09% | 0.000 | +12.74% | +65.25% | 1472205.979 | Interactive Media | |
JPM | JPMorgan Chase & Co | 186,900 | 39409.670 | +2.54% | 2.580 | +0.06% | 0.010 | +16.99% | +44.04% | 673682.809 | Banks | |
GOOG | Alphabet Inc | 230,849 | 38595.600 | +3.69% | 2.520 | +0.09% | 0.000 | +10.17% | +29.44% | 2217248.391 | Interactive Media | |
ABBV | AbbVie Inc | 168,797 | 33334.090 | +2.15% | 2.180 | +0.05% | 0.010 | -7.43% | +16.67% | 308242.287 | Drug Manufacturers | |
LOW | Lowe's Companies Inc | 123,014 | 33318.330 | +8.57% | 2.180 | +0.17% | 0.020 | +16.90% | +25.70% | 155727.926 | Retail - Cyclical |
Smith Salley Wealth Management's Historical Top Holdings Breakdowns
Smith Salley Wealth Management's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MRVL | Marvell Technology Inc | 2024-09-30 | New Buy | +0.79% | 56.15 ($69.07) 76.24 | $92.25 | 33.56% | New holding | 167,140 | 167,140 | |
INTC | Intel Corp | 2024-09-30 | Sold Out | -0.70% | 18.89 ($24.97) 34.87 | $25.05 | 0.32% | Sold Out | 0 | -313,766 | |
TDG | TransDigm Group Inc | 2024-09-30 | Add | +0.66% | 1202.03 ($1300.33) 1427.13 | $1,374.76 | 5.72% | Add 3854.59% | 7,316 | 7,131 | |
DG | Dollar General Corp | 2024-09-30 | Sold Out | -0.63% | 80.41 ($109.62) 132.42 | $76.29 | -30.41% | Sold Out | 0 | -66,053 | |
IGSB | iShares 1-3 Year Credit Bond ETF | 2024-09-30 | New Buy | +0.55% | 51.02 ($52.04) 52.73 | $51.91 | -0.25% | New holding | 159,777 | 159,777 | |
AAPL | Apple Inc | 2024-09-30 | Add | +0.50% | 207.23 ($223.32) 234.82 | $224.23 | 0.41% | Add 9.17% | 390,796 | 32,810 | |
SHY | iShares 1-3 Year Treasury Bond ETF | 2024-09-30 | Sold Out | -0.44% | 81.31 ($82.5) 83.29 | $82.01 | -0.59% | Sold Out | 0 | -74,235 | |
NVDA | NVIDIA Corp | 2024-09-30 | Add | +0.18% | 98.91 ($118.12) 134.91 | $145.26 | 22.98% | Add 3.62% | 634,769 | 22,194 | |
LOW | Lowe's Companies Inc | 2024-09-30 | Add | +0.17% | 213.3 ($242.19) 270.85 | $274.51 | 13.34% | Add 8.57% | 123,014 | 9,705 | |
MSFT | Microsoft Corp | 2024-09-30 | Add | +0.17% | 395.15 ($427.47) 467.56 | $418.01 | -2.21% | Add 2.88% | 215,116 | 6,012 |
Smith Salley Wealth Management Total Holding History ($B)
Smith Salley Wealth Management's Asset Allocation
Smith Salley Wealth Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Smith Salley Wealth Management's Hypothetical Growth since 2024-09-30
Smith Salley Wealth Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Smith Salley Wealth Management's Holdings Heat Map
Size field:
Smith Salley Wealth Management's Holdings Bubble Chart
Smith Salley Wealth Management News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers