SMITH CHAS P & ASSOCIATES PA CPAS
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationlakeland, FL
- CIK0001082509
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
163 | $1.72B | AAPL, BRK.B, JPM, MSFT | 13F-HR | May 8, 2025 | 000108250925000003 | ||
159 | $1.74B | AAPL, MSFT, GOOG, JPM | 13F-HR | Jan 21, 2025 | 000108250925000001 | ||
156 | $1.77B | AAPL, MSFT, WMT, BRK.B | 13F-HR | Oct 11, 2024 | 000108250924000004 | ||
144 | $1.69B | AAPL, MSFT, GOOG, JPM | 13F-HR | Jul 29, 2024 | 000108250924000003 | ||
152 | $1.66B | AAPL, MSFT, HD, BRK.B | 13F-HR | Apr 25, 2024 | 000108250924000002 | ||
141 | $1.52M | AAPL, MSFT, HD, GOOG | 13F-HR | Feb 1, 2024 | 000108250924000001 | ||
122 | $1.37M | AAPL, MSFT, BRK.B, GOOG | 13F-HR | Nov 2, 2023 | 000108250923000004 | ||
136 | $1.56M | AAPL, MSFT, NDQ, BRK.B | 13F-HR | Jul 31, 2023 | 000108250923000003 | ||
133 | $1.47M | AAPL, MSFT, NDQ, BRK.B | 13F-HR | Apr 27, 2023 | 000108250923000002 | ||
131 | $1.41M | AAPL, HD, MSFT, BRK.B | 13F-HR | Jan 12, 2023 | 000108250923000001 | ||
117 | $1.18B | AAPL, MSFT, HD, NDQ | 13F-HR | Nov 22, 2022 | 000108250922000006 | ||
128 | $1.39B | AAPL, SHYG, MSFT, HD | 13F-HR | Jul 15, 2022 | 000108250922000003 | ||
128 | $1.32B | AAPL, BRK.B, MSFT, NDQ | 13F-HR | May 12, 2022 | 000108250922000002 | ||
146 | $1.47B | AAPL, SHYG, MSFT, NDQ | 13F-HR | Feb 7, 2022 | 000108250922000001 | ||
139 | $1.34B | AAPL, SHYG, NDQ, MSFT | 13F-HR | Oct 12, 2021 | 000108250921000004 | ||
135 | $1.28B | AAPL, SHYG, NDQ, MSFT | 13F-HR | Jul 23, 2021 | 000108250921000003 | ||
115 | $1.07B | AAPL, NDQ, JPM, MSFT | 13F-HR | May 11, 2021 | 000108250921000002 | ||
108 | $995.46M | AAPL, NDQ, MSFT, BRK.B | 13F-HR | Feb 10, 2021 | 000108250921000001 | ||
97 | $888.62M | AAPL, NDQ, MSFT, BRK.B | 13F-HR | Nov 10, 2020 | 000108250920000006 | ||
94 | $821.96M | AAPL, NDQ, MSFT, HD | 13F-HR | Aug 13, 2020 | 000108250920000005 | ||
97 | $723.79M | AAPL, NDQ, BRK.B, MSFT | 13F-HR | May 11, 2020 | 000108250920000003 | ||
112 | $920.89M | AAPL, JPM, NDQ, BRK.B | 13F-HR | Feb 4, 2020 | 000108250920000001 | ||
110 | $867.14M | AAPL, JPM, BRK.B, NDQ | 13F-HR | Nov 6, 2019 | 000108250919000004 | ||
107 | $850.52M | AAPL, BRK.B, NDQ, JPM | 13F-HR | Aug 9, 2019 | 000108250919000003 | ||
103 | $816.05M | AAPL, BRK.B, NDQ, CHV | 13F-HR | May 8, 2019 | 000108250919000002 | ||
102 | $737.58M | BRK.B, AAPL, PFE, JPM | 13F-HR | Feb 7, 2019 | 000108250919000001 | ||
103 | $820.15M | AAPL, BRK.B, XOM, JPM | 13F-HR | Nov 9, 2018 | 000108250918000004 | ||
106 | $745.48M | AAPL, CHV, XOM, BRK.B | 13F-HR | Aug 3, 2018 | 000108250918000003 | ||
106 | $719.68M | AAPL, BRK.B, JPM, CHV | 13F-HR | May 10, 2018 | 000108250918000002 | ||
101 | $747.46M | AAPL, BRK.B, JPM, CHV | 13F-HR | Feb 9, 2018 | 000108250918000001 | ||
101 | $700.43M | AAPL, BRK.B, XOM, JPM | 13F-HR | Oct 31, 2017 | 000108250917000004 | ||
95 | $685.53M | AAPL, BRK.B, XOM, JPM | 13F-HR | Aug 4, 2017 | 000108250917000003 | ||
98 | $672.86M | AAPL, BRK.B, GE, XOM | 13F-HR | Apr 26, 2017 | 000108250917000002 | ||
95 | $628.97M | AAPL, GE, BRK.B, XOM | 13F-HR | Feb 6, 2017 | 000108250917000001 | ||
102 | $570.18M | AAPL, GE, IVV, BRK.B | 13F-HR | Oct 18, 2016 | 000108250916000012 | ||
93 | $605.12M | AAPL, GE, BRK.B, XOM | NEW HOLDINGS | Oct 18, 2016 | 000108250916000013 | ||
94 | $593.37M | GE, XOM, BRK.B, AAPL | 13F-HR | Aug 2, 2016 | 000108250916000011 | ||
105 | $584.88M | GE, AAPL, BRK.B, IVV | RESTATEMENT | May 16, 2016 | 000108250916000010 | ||
96 | $566.71M | GE, AAPL, IVV, BRK.B | 13F-HR | Jan 28, 2016 | 000108250916000006 | ||
95 | $519.38M | AAPL, GE, BRK.B, IVV | 13F-HR | Oct 21, 2015 | 000108250915000005 | ||
102 | $570.18M | AAPL, GE, IVV, BRK.B | 13F-HR | Jul 29, 2015 | 000108250915000004 | ||
102 | $558.02M | AAPL, KMI, BRK.B, GE | 13F-HR | May 11, 2015 | 000108250915000003 | ||
95 | $552.05M | AAPL, BRK.B, IYG, GE | 13F-HR | Jan 14, 2015 | 000108250915000001 | ||
97 | $503.60M | AAPL, GE, XOM, IYG | 13F-HR | Nov 20, 2014 | 000108250914000004 | ||
93 | $492.46M | XOM, AAPL, IYG, IVV | 13F-HR | Aug 14, 2014 | 000108250914000003 | ||
84 | $1.36B | XOM, IYG, GE, PFE | 13F-HR | Apr 24, 2014 | 000108250914000002 | ||
89 | $1.29B | XOM, GE, IYG, AAPL | 13F-HR | Feb 3, 2014 | 000108250914000001 |