Smith, Salley & Associates
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationgreensboro, NC
- CIK0001482012
- Alternate namesSmith Salley Wealth Management
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
---|---|---|---|---|---|---|---|
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 |