Smith, Salley & Associates 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SS Smith, Salley & Associates | Institutional Filer | ▼ 1.50% | $1.99B | 267 |
Current Portfolio Holdings
Showing all 267 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 776K | $135.4M | 6.81% |
| 2 | AAPL | Apple Inc. | Technology | 416K | $105.7M | 5.31% |
| 3 | MSFT | Microsoft Corporation | Technology | 241K | $89.3M | 4.49% |
| 4 | GOOG | Alphabet Inc. | Technology | 278K | $79.8M | 4.01% |
| 5 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 281K | $58.5M | 2.94% |
| 6 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 103K | $49.1M | 2.47% |
| 7 | JPM | JPMorgan Chase & Co. | Financial Services | 161K | $47.4M | 2.38% |
| 8 | META | Meta Platforms, Inc. | Technology | 81K | $46.1M | 2.32% |
| 9 | TJX | The TJX Companies, Inc. | Consumer Cyclical | 281K | $44.9M | 2.26% |
| 10 | RTX | RTX Corporation | Industrials | 214K | $41.3M | 2.08% |
| 11 | AVGO | Broadcom Inc. | Technology | 125K | $38.8M | 1.95% |
| 12 | V | Visa Inc. | Financial Services | 121K | $36.5M | 1.83% |
| 13 | ADI | Analog Devices, Inc. | Technology | 110K | $35.1M | 1.77% |
| 14 | ABBV | AbbVie Inc. | Healthcare | 161K | $35.0M | 1.76% |
| 15 | ASML | ASML Holding N.V. | Technology | 26K | $34.6M | 1.74% |
Showing 1 to 15 of 267 holdings