Smith, Salley & Associates

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    greensboro, NC
  • CIK
    0001482012
  • Alternate names
    Smith Salley Wealth Management
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

244

$1.53B
AAPL, MSFT, NVDA, BRK.B
13F-HR
Apr 25, 2025
000106299325007992

245

$1.56B
AAPL, MSFT, NVDA, AMZN
13F-HR
Jan 15, 2025
000106299325000804

235

$1.53B
MSFT, AAPL, NVDA, AMZN
13F-HR
Oct 24, 2024
000106299324017911

225

$1.39B
MSFT, NVDA, AAPL, AMZN
13F-HR
Jul 29, 2024
000106299324014128

222

$1.29B
MSFT, AAPL, NVDA, AMZN
13F-HR
May 2, 2024
000106299324009213

242

$1.55B
MSFT, AAPL, BRK.B, AMZN
13F-HR
Jan 24, 2024
000106299324001206

229

$1.35B
MSFT, AAPL, BRK.B, GOOG
13F-HR
Oct 27, 2023
000106299323019749

226

$1.36B
MSFT, AAPL, BRK.B, AMZN
13F-HR
Aug 4, 2023
000106299323015853

226

$1.26B
MSFT, AAPL, BRK.B, ABBV
13F-HR
May 3, 2023
000106299323010002

223

$1.17B
MSFT, AAPL, BRK.B, ABBV
13F-HR
Feb 3, 2023
000106299323002080

215

$1.07B
MSFT, AAPL, BRK.B, AMZN
13F-HR
Nov 1, 2022
000106299322021319

228

$1.16B
MSFT, AAPL, BRK.B, ABBV
13F-HR
Aug 1, 2022
000106299322016934

239

$1.32B
MSFT, AAPL, AMZN, BRK.B
13F-HR
May 10, 2022
000106299322011952

253

$1.41B
MSFT, AAPL, AMZN, GOOG
13F-HR
Feb 10, 2022
000106299322003411

252

$1.27B
MSFT, AAPL, AMZN, JPST
13F-HR
Nov 5, 2021
000106299321010303

249

$1.24B
MSFT, AAPL, AMZN, GOOG
13F-HR
Aug 9, 2021
000106299321007210

230

$1.11B
MSFT, AAPL, AMZN, JPM
13F-HR
Apr 30, 2021
000106299321003974

213

$987.19M
AAPL, MSFT, AMZN, TJX COS INC NEW
13F-HR
Jan 28, 2021
000106299321000667

189

$827.10M
AAPL, MSFT, AMZN, PG
13F-HR
Nov 5, 2020
000106299320005392

190

$749.32M
MSFT, AAPL, AMZN, ABBV
13F-HR
Aug 4, 2020
000106299320003621

178

$601.19M
MSFT, AAPL, PG, AMZN
13F-HR
Apr 24, 2020
000106299320001924

197

$758.36M
MSFT, AAPL, JPM, BRK.B
13F-HR
Jan 27, 2020
000106299320000320

189

$703.69M
MSFT, AAPL, JPM, BRK.B
13F-HR
Oct 30, 2019
000106299319004085

190

$663.28M
MSFT, AAPL, BRK.B, JPM
13F-HR
Jul 12, 2019
000106299319002890

173

$621.29M
MSFT, AAPL, CSCO, BRK.B
13F-HR
May 3, 2019
000106299319001987

170

$543.25M
MSFT, SPY, BRK.B, AAPL
13F-HR
Feb 5, 2019
000106299319000498

188

$633.68M
MSFT, AAPL, BRK.B, JPM
13F-HR
Nov 6, 2018
000106299318004379

180

$584.07M
MSFT, AAPL, JPM, BRK.B
13F-HR
Aug 10, 2018
000106299318003274

176

$557.83M
MSFT, BRK.B, JPM, AAPL
13F-HR
May 9, 2018
000106299318002030

180

$558.35M
MSFT, BRK.B, AAPL, JPM
13F-HR
Feb 12, 2018
000106299318000605

171

$522.19M
MSFT, BRK.B, AAPL, DOWDUPONT INC
13F-HR
Nov 2, 2017
000106299317004623

171

$497.44M
MSFT, AAPL, BRK.B, JPM
13F-HR
Jul 25, 2017
000106299317003385

277

$487.81M
MSFT, SPY, MSFT, AAPL
13F-HR
May 5, 2017
000106299317002238

253

$480.29M
MSFT, SPY, MSFT, AAPL
13F-HR
Feb 1, 2017
000106299317000477

245

$450.99M
SPY, MSFT, MSFT, AAPL
13F-HR
Nov 14, 2016
000106299316012212

252

$429.18M
SPY, MSFT, MSFT, AAPL
13F-HR
Jul 29, 2016
000106299316010741

248

$399.04M
MSFT, AAPL, MSFT, GE
13F-HR
May 10, 2016
000106299316009536

255

$401.14M
MSFT, MSFT, GE, AAPL
13F-HR
Feb 10, 2016
000106299316007595

249

$370.59M
AAPL, MSFT, BRK.B, GE
13F-HR
Nov 12, 2015
000106299315005983

259

$392.83M
AAPL, MSFT, GE, BRK.B
13F-HR
Aug 11, 2015
000106299315004310

267

$392.41M
AAPL, BRK.B, BRK.B, MSFT
13F-HR
May 5, 2015
000106299315002395

274

$385.30M
AAPL, GVI, BRK.B, BRK.B
13F-HR
Feb 4, 2015
000106299315000473

254

$376.87M
AAPL, GVI, NOV, CSCO
13F-HR
Nov 12, 2014
000106299314006451

288

$374.50M
GVI, AAPL, AAPL, BWA
13F-HR
Aug 13, 2014
000106299314004798

111

$159.99M
AAPL, BAC, MSFT, BRK.B
13F-HR
May 12, 2014
000106299314002738

104

$153.27M
AAPL, BAC, BRK.B, MSFT
13F-HR
Feb 11, 2014
000106299314000605