Smith, Salley & Associates 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
SS
Smith, Salley & Associates
Institutional Filer 1.50%$1.99B267

Current Portfolio Holdings

Showing all 267 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1NVDANVIDIA CorporationTechnology776K$135.4M6.81%
2AAPLApple Inc.Technology416K$105.7M5.31%
3MSFTMicrosoft CorporationTechnology241K$89.3M4.49%
4GOOGAlphabet Inc.Technology278K$79.8M4.01%
5AMZNAmazon.com, Inc.Consumer Cyclical281K$58.5M2.94%
6BRKBBERKSHIRE HATHAWAY INC DEL103K$49.1M2.47%
7JPMJPMorgan Chase & Co.Financial Services161K$47.4M2.38%
8METAMeta Platforms, Inc.Technology81K$46.1M2.32%
9TJXThe TJX Companies, Inc.Consumer Cyclical281K$44.9M2.26%
10RTXRTX CorporationIndustrials214K$41.3M2.08%
11AVGOBroadcom Inc.Technology125K$38.8M1.95%
12VVisa Inc.Financial Services121K$36.5M1.83%
13ADIAnalog Devices, Inc.Technology110K$35.1M1.77%
14ABBVAbbVie Inc.Healthcare161K$35.0M1.76%
15ASMLASML Holding N.V.Technology26K$34.6M1.74%
Showing 1 to 15 of 267 holdings