Smith, Salley & Associates holdings history

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509 is the total number of securities Smith, Salley & Associates has owned. The longest Smith, Salley & Associates has owned a single stock is 42 quarters.

Smith, Salley & Associates historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
MSFT MICROSOFT CORPORATION42421.82%4.25%6.45%Q2 2013Q3 202342
AAPL APPLE INC42422.65%3.84%6.22%Q2 2013Q3 202342
BRKB BERKSHIRE HATHAWAY INC...42421.26%2.67%3.42%Q2 2013Q3 202342
JPM JPMORGAN CHASE & CO42421.43%2.31%3.17%Q2 2013Q3 202342
TJX TJX COS INC NEW42420.99%2.06%2.76%Q2 2013Q3 202342
PG Proctor & Gamble Co42421.37%2.00%2.86%Q2 2013Q3 202342
CSCO CISCO SYSTEMS INC42420.58%1.96%3.02%Q2 2013Q3 202342
ABBV ABBVIE INC42421.02%1.83%2.69%Q2 2013Q3 202342
PNC PNC FINL SVCS GROUP INC42420.64%1.47%2.22%Q2 2013Q3 202342
ABT ABBOTT LABS42420.76%1.36%1.94%Q2 2013Q3 202342
SPY SPDR S&P 500 ETF TR ...42420.05%1.23%3.94%Q2 2013Q3 202342
CVX Chevrontexaco Corp42420.23%1.18%2.44%Q2 2013Q3 202342
XOM Exxon Mobile Corp42420.07%1.11%2.36%Q2 2013Q3 202342
JNJ JOHNSON & JOHNSON ...42420.53%1.03%1.57%Q2 2013Q3 202342
DUK Duke Energy Corporation42420.44%0.88%2.44%Q2 2013Q3 202342
UNP UNION PACIFIC CORP42420.07%0.88%1.65%Q2 2013Q3 202342
T AT&T INC42420.18%0.75%2.12%Q2 2013Q3 202342
BAC BK OF AMERICA CORP42420.05%0.69%3.20%Q2 2013Q3 202342
PFE PFIZER INC ...42420.06%0.60%2.00%Q2 2013Q3 202342
VGT VANGUARD WORLD FDS42420.22%0.47%1.54%Q2 2013Q3 202342
CAT CATERPILLAR INC DEL42420.12%0.36%1.55%Q2 2013Q3 202342
XLF SELECT SECTOR SPDR TR42420.07%0.35%1.50%Q2 2013Q3 202342
AMGN AMGEN INC42420.09%0.35%0.70%Q2 2013Q3 202342
NVDA NVIDIA CORPORATION42420.08%0.33%2.30%Q2 2013Q3 202342
XLY SELECT SECTOR SPDR TR42420.04%0.30%1.54%Q2 2013Q3 202342
XLV SELECT SECTOR SPDR TR42420.08%0.30%0.96%Q2 2013Q3 202342
KMB KIMBERLY CLARK CORPORA...42420.02%0.27%0.75%Q2 2013Q3 202342
AXP AMERICAN EXPRESS CO42420.14%0.27%0.95%Q2 2013Q3 202342
XLI SELECT SECTOR SPDR TR42420.06%0.27%1.12%Q2 2013Q3 202342
IWV ISHARES TR42420.06%0.21%0.73%Q2 2013Q3 202342
XLP SELECT SECTOR SPDR TR42420.02%0.19%0.86%Q2 2013Q3 202342
DIS WALT DISNEY CO41410.02%1.52%2.52%Q2 2013Q2 202341
VZ VERIZON COMMUNICATIONS...41410.12%0.88%2.46%Q3 2013Q3 202341
KO Coca-Cola Company4010.08%0.32%0.73%Q2 2013Q3 202341
NSC NORFOLK SOUTHN CORP41410.04%0.28%0.83%Q3 2013Q3 202341
IBM Int'l Business Machines27140.02%0.28%0.79%Q2 2013Q3 202341
BMY Bristol-Myers Squibb C...24170.03%0.26%0.85%Q2 2013Q3 202341
PPG Ppg Industries27140.02%0.10%0.47%Q2 2013Q3 202341
NVS NOVARTIS AG ADR40400.02%0.38%0.61%Q4 2013Q3 202340
SYY SYSCO CORPORATION40400.02%0.19%0.73%Q4 2013Q3 202340
PHM Pulte Homes Inc3640.02%0.14%0.56%Q2 2013Q3 202340
BRKA BERKSHIRE HATHAWAY INC...3190.03%0.08%0.55%Q2 2013Q3 202340
ALL ALLSTATE CORP40400.02%0.06%0.14%Q4 2013Q3 202340
LH LABORATORY CORP OF AME...39390.02%1.24%1.59%Q1 2014Q3 202339
TMO THERMO FISHER SCIENTIF...39390.06%1.12%2.16%Q1 2014Q3 202339
CSX CSX CORP ...22170.04%0.48%1.55%Q2 2013Q3 202339
EMR EMERSON ELECTRIC CO39390.15%0.45%0.78%Q1 2014Q3 202339
INTC INTEL CORPORATION27120.02%0.37%1.01%Q4 2013Q3 202339
MRK MERCK & CO NEW38380.25%1.21%1.78%Q2 2014Q3 202338
PEP PEPSICO INC ...38380.30%1.18%1.80%Q2 2014Q3 202338
DEO DIAGEO PLC SPON ADR NEW38380.06%1.15%1.85%Q2 2014Q3 202338
AMNB AMERICAN NATL BANKSHAR...38380.35%0.93%1.41%Q2 2014Q3 202338
D Dominion Resources In...38380.02%0.80%2.28%Q2 2014Q3 202338
GVI ISHARES TR38380.09%0.65%3.02%Q2 2014Q3 202338
EFA ISHARES TR3080.16%0.56%0.98%Q3 2013Q3 202338
GILD GILEAD SCIENCES INC38380.05%0.51%1.28%Q2 2014Q3 202338
COST COSTCO WHSL CORP NEW38380.12%0.27%0.78%Q2 2014Q3 202338
BLK BLACKROCK INC.38380.05%0.25%1.26%Q2 2014Q3 202338
CL COLGATE PALMOLIVE COMPANY38380.05%0.24%0.49%Q2 2014Q3 202338
PM PHILLIP MORRIS INTL INC38380.04%0.14%0.31%Q2 2014Q3 202338
ISRG INTUITIVE SURGICAL INC.38380.05%0.14%0.47%Q2 2014Q3 202338
LLY LILLY ELI & CO38380.06%0.13%0.37%Q2 2014Q3 202338
ADSK AUTODESK INC38380.03%0.12%0.70%Q2 2014Q3 202338
TSCO TRACTOR SUPPLY CO38380.04%0.12%0.57%Q2 2014Q3 202338
MDLZ Mondelez Intl Inc Com38380.04%0.11%0.27%Q2 2014Q3 202338
HON HONEYWELL INTL INC COM3250.06%0.94%1.34%Q2 2014Q3 202337
AGG Ishares Tr Lehman U ...37370.02%0.61%1.34%Q2 2014Q2 202337
GIS GENERAL MLS INC37370.06%0.29%0.53%Q3 2014Q3 202337
SIRI SIRIUS XM HOLDINGS INC37370.01%0.02%0.02%Q2 2014Q2 202337
LQD ISHARES TR36360.04%0.19%0.44%Q2 2014Q1 202336
ILMN ILLUMINA INC36360.02%0.14%0.63%Q2 2014Q1 202336
IJR ISHARES TR3240.03%0.12%0.60%Q2 2014Q3 202336
NDAQ NASDAQ OMX Group36360.04%0.06%0.08%Q4 2014Q3 202336
MDT MEDTRONIC PLC35350.08%1.05%1.87%Q1 2015Q3 202335
QCOM QUALCOMM INC1580.34%0.93%2.45%Q2 2013Q3 202334
VFC V F CORPORATION34340.02%0.26%1.11%Q3 2014Q4 202234
MO ALTRIA GROUP INC3310.02%0.12%0.23%Q2 2014Q4 202234
MCD MCDONALDS CORP ...2710.04%0.09%0.31%Q3 2013Q3 202334
MA MASTERCARD INCORPORATED33330.95%1.57%2.14%Q3 2015Q3 202333
NXPI NXP SEMICONDUCTORS N V21120.29%1.24%1.64%Q1 2015Q3 202333
GOOG Alphabet Inc Class C32321.35%1.95%2.79%Q4 2015Q3 202332
ADI ANALOG DEVICES INC2390.06%1.03%1.70%Q2 2015Q3 202332
CMCSA COMCAST CORP NEW32320.03%0.08%0.18%Q4 2015Q3 202332
RY Royal Bk Of Canada2750.03%0.06%0.18%Q3 2013Q3 202332
AFL AFLAC INC32320.03%0.04%0.06%Q4 2015Q3 202332
LOW LOWES COS INC31310.16%1.47%2.52%Q1 2016Q3 202331
AMZN AMAZON.COM INC30300.62%2.09%3.63%Q2 2016Q3 202330
V VISA INC COM CL A30301.03%1.82%2.34%Q2 2016Q3 202330
FCNCA FIRST CTZNS BANCSHARES...1530.02%0.08%0.33%Q2 2013Q3 202330
HELE HELEN OF TROY LTD30300.03%0.07%0.10%Q1 2015Q2 202230
PAYX PAYCHEX INC COM2270.06%0.25%0.38%Q2 2014Q3 202329
UTX UNITED TECHNOLOGIES CO...28281.64%2.01%2.88%Q2 2013Q1 202028
RDSA ROYAL DUTCH SHELL PLC ...2710.02%0.36%0.71%Q4 2013Q4 202128
SWZ Swiss Helvetia Index Fund2260.02%0.05%0.14%Q2 2013Q2 202028
ATR APTARGROUP INC2710.02%0.04%0.06%Q2 2016Q3 202328
MIN Mfs Inter Income Tr Sh...2710.00%0.01%0.02%Q2 2016Q3 202328
AME AMETEK INC NEW27270.04%1.26%1.67%Q1 2017Q3 202327
TGT TARGET CORP1890.06%0.52%1.80%Q1 2014Q2 202327
ENB ENBRIDGE INC NPV27270.28%0.48%0.74%Q1 2017Q3 202327
ETN EATON CORP PLC27270.33%0.44%0.56%Q1 2017Q3 202327
DRI DARDEN RESTAURANTS INC910.02%0.33%1.65%Q2 2013Q1 202327
TROW T ROWE PRICE INC1980.02%0.13%0.67%Q2 2014Q1 202227
HDV Ishares TRUST Ishares ...27270.02%0.04%0.07%Q1 2017Q3 202327
CBRE CBRE GROUP INC27270.02%0.04%0.05%Q1 2017Q3 202327
SLB SCHLUMBERGER LTD26260.17%0.89%1.39%Q3 2013Q4 201926
FBNC FIRST BANCORP N C26260.24%0.50%0.79%Q2 2017Q3 202326
UPS United Parcel Svc Inc ...2330.13%0.24%0.35%Q2 2014Q3 202326
HOFT HOOKER FURNITURE CORP1110.02%0.05%0.08%Q2 2015Q3 202326
GE GENERAL ELECTRIC COMPANY25250.02%1.70%3.41%Q2 2013Q2 201925
WMT WAL-MART STORES INC610.03%0.56%2.50%Q2 2013Q3 202325
IEFA ISHARES TR25250.05%0.44%0.63%Q3 2017Q3 202325
GOOGL ALPHABET INC25250.04%0.27%0.52%Q3 2017Q3 202325
IVV ISHARES TR25250.04%0.11%0.23%Q3 2017Q3 202325
HRS HARRIS CORP DEL25250.04%0.10%0.22%Q2 2013Q2 201925
EWY South Korea Index Fund1210.03%0.06%0.20%Q3 2013Q2 202025
J JACOBS ENGR GROUP INC DEL25250.03%0.04%0.06%Q2 2016Q2 202225
WFC WELLS FARGO CO NEW1610.02%0.52%2.47%Q2 2014Q3 202324
FTEC FIDELITY COVINGTON TRUST24240.14%0.33%0.52%Q4 2017Q3 202324
HD HOME DEPOT INC24240.04%0.33%0.62%Q4 2017Q3 202324
NKE NIKE INC24240.04%0.16%0.28%Q4 2017Q3 202324
FHLC FIDELITY COVINGTON TRUST24240.11%0.15%0.22%Q4 2017Q3 202324
IEMG ISHARES INC24240.06%0.14%0.24%Q4 2017Q3 202324
FNCL FIDELITY COVINGTON TRUST24240.09%0.13%0.18%Q4 2017Q3 202324
MCO MOODYS CORP24240.04%0.12%0.19%Q4 2017Q3 202324
FDIS FIDELITY COVINGTON TRUST24240.09%0.11%0.17%Q4 2017Q3 202324
FIDU FIDELITY COVINGTON TRUST24240.07%0.10%0.13%Q4 2017Q3 202324
FSTA FIDELITY COVINGTON TRUST24240.04%0.07%0.09%Q4 2017Q3 202324
BAM BROOKFIELD ASSET MGMT ...23231.02%1.44%1.90%Q1 2017Q3 202223
VOD VODAFONE GROUP PLC NEW...1940.02%0.89%2.16%Q1 2014Q1 202323
BBT BB&T CORP2210.39%0.79%2.04%Q2 2013Q3 201923
DLR DIGITAL RLTY TR INC23230.06%0.41%0.68%Q1 2018Q3 202323
BWA BORGWARNER INC23230.04%0.40%1.59%Q2 2014Q4 201923
UL Unilever Plc New Sp...1670.13%0.28%0.54%Q2 2016Q4 202223
LMT LOCKHEED MARTIN CORP23230.16%0.27%0.40%Q1 2018Q3 202323
NEE NEXTERA ENERGY INC23230.05%0.17%1.07%Q1 2018Q3 202323
AEP AMERICAN ELECTRIC POWE...1730.03%0.10%0.23%Q3 2014Q3 202323
LYB LYONDELLBASELL INDUSTR...22220.30%1.16%1.60%Q4 2014Q1 202022
MKL MARKEL GROUP INC22220.50%0.79%1.12%Q2 2018Q3 202322
EOG EOG RESOURCES INC2110.07%0.73%0.99%Q3 2015Q3 202322
CELG CELGENE CORPORATION22220.14%0.49%0.99%Q2 2014Q3 201922
VDE VANGUARD WORLD FDS22220.04%0.39%1.25%Q2 2013Q3 201822
APD Air Products & Chem1390.08%0.25%0.34%Q1 2014Q3 202322
ADBE ADOBE SYSTEMS INCORPOR...22220.03%0.12%0.21%Q2 2018Q3 202322
AIG Amer Intl Group Inc21210.05%1.62%2.45%Q2 2013Q2 201821
CVS CVS HEALTH CORPORATION1810.03%0.99%1.38%Q2 2013Q4 201921
USB US BANCORP DEL21210.20%0.91%1.73%Q1 2018Q1 202321
IR INGERSOLL-RAND PLC1810.03%0.86%1.66%Q2 2013Q3 201921
CTSH COGNIZANT TECH SOLUTIO...1410.02%0.85%1.53%Q2 2014Q4 202021
AVGO BROADCOM INC21210.32%0.69%0.91%Q3 2018Q3 202321
FCOM FIDELITY COVINGTON TRUST21210.03%0.15%0.19%Q3 2018Q3 202321
SBUX STARBUCKS CORP21210.04%0.15%0.35%Q3 2018Q3 202321
IWF ISHARES TR21210.04%0.10%0.18%Q3 2018Q3 202321
ECL ECOLAB INC21210.04%0.06%0.08%Q3 2018Q3 202321
TSN Tyson Foods Inc Cl Afr...1720.02%0.05%0.08%Q4 2015Q4 202121
HCP HCP INC1280.11%0.45%0.60%Q2 2014Q3 201920
BA BOEING CO1510.02%0.31%1.07%Q2 2014Q3 202320
HBAN HUNTINGTON BANCSHARES INC20200.18%0.30%0.42%Q4 2018Q3 202320
SHY ISHARES TR1510.03%0.12%0.33%Q2 2017Q3 202320
FENY FIDELITY COVINGTON TRUST1190.02%0.06%0.10%Q4 2017Q3 202320
FUTY FIDELITY COVINGTON TRUST20200.03%0.04%0.06%Q4 2018Q3 202320
GME GAMESTOP CORP NEW CL A19190.28%1.41%2.39%Q2 2013Q4 201719
STZ CONSTELLATION BRANDS INC19190.97%1.25%1.51%Q1 2019Q3 202319
CHE CHEMED CORP NEW1020.04%0.39%0.78%Q2 2015Q3 202319
IQV IQVIA HLDGS INC19190.04%0.08%0.13%Q1 2019Q3 202319
MAR MARRIOTT INTL INC NEW19190.06%0.07%0.11%Q1 2019Q3 202319
HSIC SCHEIN HENRY INC1710.03%0.05%0.07%Q4 2014Q4 201919
KMI KINDER MORGAN INC DEL ...18180.07%1.38%2.35%Q2 2013Q3 201718
NOV NATIONAL OILWELL VARCO...1410.04%0.78%2.21%Q2 2013Q3 201818
MGA Magna Intl Inc Cl A Is...1620.03%0.51%0.81%Q1 2016Q3 202018
VUG VANGUARD INDEX FDS18180.06%0.12%0.17%Q2 2019Q3 202318
VYM VANGUARD WHITEHALL FDS...18180.04%0.11%0.45%Q2 2019Q3 202318
IXP ISHARES TR18180.04%0.10%0.28%Q2 2013Q3 201718
IWP ISHARES TR18180.05%0.07%0.11%Q2 2019Q3 202318
SCHB SCHWAB STRATEGIC TR18180.05%0.07%0.09%Q2 2019Q3 202318
FREL FIDELITY COVINGTON TRUST18180.03%0.05%0.08%Q2 2019Q3 202318
XYL XYLEM INC17170.54%0.81%1.16%Q3 2019Q3 202317
F FORD MTR CO DEL1510.06%0.42%0.77%Q2 2013Q3 201817
MDU MDU Resources Group17170.04%0.38%0.71%Q4 2013Q4 201717
C CITIGROUP INC1010.04%0.10%0.34%Q2 2013Q3 202317
TYL TYLER TECHNOLOGIES INC1520.03%0.08%0.16%Q1 2019Q3 202317
EA ELECTRONIC ARTS INC17170.03%0.05%0.06%Q3 2019Q3 202317
JBL JABIL INC1430.02%0.04%0.06%Q2 2019Q3 202317
KLAC KLA CORPORATION17170.03%0.04%0.04%Q3 2019Q3 202317
SPGI S&P GLOBAL INC16160.62%0.91%1.26%Q4 2019Q3 202316
FB META PLATFORMS INC1210.02%0.55%1.99%Q2 2018Q3 202316
TFC TRUIST FINL CORP16160.05%0.46%0.85%Q4 2019Q3 202316
MON MONSANTO CO NEW16160.05%0.38%1.38%Q2 2014Q1 201816
WBA WALGREENS BOOTS ALLIAN...16160.05%0.31%0.61%Q1 2015Q4 201816
HBI Hanesbrands Inc Com16160.04%0.30%0.49%Q2 2016Q1 202016
SO SOUTHERN COMPANY ...1510.02%0.27%0.50%Q2 2014Q3 202316
IWR Ishares Tr Russell Mi...1110.06%0.11%0.16%Q2 2014Q3 202316
STI SUNTRUST BKS INC730.04%0.11%0.45%Q2 2013Q3 201916
CFFI C & F FINL CORP720.03%0.09%0.28%Q2 2013Q3 201816
SNPS SYNOPSYS INC16160.05%0.07%0.09%Q2 2015Q1 201916
WHR WHIRLPOOL CORP16160.04%0.06%0.08%Q3 2014Q2 201816
FMAT FIDELITY COVINGTON TRUST16160.03%0.05%0.07%Q4 2019Q3 202316
SJM SMUCKER J M CO810.03%0.05%0.08%Q1 2015Q1 202016
AGN ALLERGAN PLC15150.60%1.38%1.86%Q2 2015Q4 201815
ACN ACCENTURE PLC IRELAND15151.03%1.31%1.54%Q1 2020Q3 202315
DOW Dow Chemical Company15150.24%0.60%0.94%Q4 2013Q2 201715
SKT Tanger Factory Outlet ...15150.20%0.51%0.79%Q2 2016Q4 201915
SE SPECTRA ENERGY CORP15150.18%0.47%0.80%Q2 2013Q4 201615
ABB ABB LTD15150.21%0.23%0.26%Q4 2019Q2 202315
MXI ISHARES TR960.04%0.11%0.25%Q2 2013Q4 201715
UNH UNITEDHEALTH GROUP INC1320.03%0.08%0.14%Q4 2019Q3 202315
IT GARTNER INC1410.03%0.07%0.10%Q4 2019Q3 202315
HSY HERSHEY CO15150.03%0.05%0.07%Q3 2018Q1 202215
RTX RTX CORPORATION14141.16%1.42%1.81%Q2 2020Q3 202314
ESRX Express Scripts Holdin...14140.77%1.21%1.55%Q4 2013Q1 201714
ROP ROPER TECHNOLOGIES INC14140.65%1.19%1.46%Q2 2020Q3 202314
STX SEAGATE TECHNOLOGY PLC14140.25%0.48%0.89%Q2 2015Q3 201814
CME CME GROUP INC14140.15%0.18%0.21%Q2 2020Q3 202314
KHC Kraft Heinz Co Com1040.04%0.13%0.37%Q3 2015Q4 201914
ANET ARISTA NETWORKS INC14140.05%0.12%0.21%Q2 2020Q3 202314
CRM SALESFORCE INC14140.04%0.06%0.09%Q2 2020Q3 202314
ELAN ELANCO ANIMAL HEALTH INC14140.02%0.04%0.06%Q4 2019Q1 202314
TM Toyota Mtrs Corp Spon Adr310.02%0.04%0.06%Q2 2015Q3 202014
EMC EMC CORP13130.08%1.50%2.52%Q2 2013Q2 201613
ICSH ISHARES TR1210.03%0.90%1.52%Q2 2019Q1 202313
GSK GLAXOSMITHKLINE PLC ...13130.18%0.49%0.70%Q3 2014Q3 201713
MXIM MAXIM INTEGRATED PRODS...13130.24%0.45%0.58%Q3 2017Q3 202013
NGG NATIONAL GRID PLC13130.27%0.37%0.53%Q2 2017Q2 202013
BEPC BROOKFIELD RENEWABLE CORP13130.13%0.24%0.40%Q3 2020Q3 202313
CAB CABELAS INC13130.05%0.20%0.77%Q2 2014Q2 201713
IGSB ISHARES TR520.02%0.20%0.49%Q2 2014Q1 202313
XLU Utilities (SPDR)13130.05%0.10%0.20%Q2 2013Q2 201613
DLTR DOLLAR TREE INC13130.04%0.06%0.07%Q3 2017Q3 202013
SCHF SCHWAB STRATEGIC TR1210.02%0.05%0.07%Q2 2014Q3 202313
EFG ISHARES TR13130.02%0.04%0.05%Q2 2019Q2 202213
IJH ISHARES TR510.02%0.04%0.05%Q1 2017Q3 202313
IWM Russell 2000 Small Cap1210.02%0.03%0.07%Q2 2014Q3 202313
SPDW SPDR INDEX SHS FDS13130.02%0.02%0.02%Q3 2020Q3 202313
LIN LINDE PLC12120.79%1.08%1.31%Q1 2020Q4 202212
PCLN Priceline Inc12120.72%1.01%1.27%Q1 2015Q4 201712
PRGO PERRIGO CO PLC660.05%0.82%1.30%Q1 2014Q2 201712
TXN TEXAS INSTRS INC12120.33%0.42%0.53%Q4 2020Q3 202312
CLX THE CLOROX COMPANY930.10%0.34%0.56%Q4 2013Q4 201812
GPC GENUINE PARTS COMPANY12120.14%0.29%0.44%Q3 2013Q2 201612
CCI CROWN CASTLE INTL CORP...12120.16%0.26%0.36%Q2 2020Q1 202312
ADP Automatic Data Process...630.05%0.21%0.45%Q3 2013Q2 201712
VIG VANGUARD SPECIALIZED F...12120.16%0.19%0.21%Q4 2020Q3 202312
VEU VANGUARD INTL EQUITY I...12120.04%0.11%0.20%Q4 2020Q3 202312
LRGF ISHARES TR12120.09%0.09%0.11%Q4 2020Q3 202312
VB Vanguard Index Fds Va...1110.03%0.09%0.20%Q2 2014Q3 202312
VO Vanguard Index Fds Va...1110.07%0.09%0.13%Q2 2014Q3 202312
RHI ROBERT HALF INTL INC750.04%0.05%0.06%Q4 2016Q2 202012
SCHV SCHWAB STRATEGIC TR12120.04%0.05%0.05%Q4 2020Q3 202312
BSX BOSTON SCIENTIFIC CORP12120.04%0.05%0.06%Q1 2017Q4 201912
DHR DANAHER CORPORATION12120.02%0.04%0.06%Q4 2020Q3 202312
NFLX NETFLIX INC930.02%0.03%0.04%Q4 2019Q3 202312
LOB LIVE OAK BANCSHARES INC12120.02%0.03%0.05%Q4 2020Q3 202312
VLO VALERO ENERGY CORP NEW1020.02%0.03%0.04%Q2 2018Q3 202312
GD GENERAL DYNAMICS CORP12120.02%0.03%0.04%Q4 2020Q3 202312
SCHG SCHWAB STRATEGIC TR12120.02%0.02%0.03%Q4 2020Q3 202312
BUD ANHEUSER BUSCH INBEV11110.40%1.37%2.54%Q2 2013Q4 201511
JPST J P MORGAN EXCHANGE-TR...11110.06%1.20%2.59%Q3 2020Q1 202311
PCP PRECISION CASTPARTS CORP11110.18%0.97%2.11%Q2 2013Q4 201511
ORCL ORACLE CORPORATION1010.05%0.86%1.72%Q2 2013Q1 201611
IUSB ISHARES TR11110.17%0.74%0.92%Q1 2021Q3 202311
CLBH CAROLINA BANK HOLDINGS...11110.41%0.51%0.73%Q2 2014Q4 201611
USIG ISHARES TR11110.02%0.46%0.76%Q1 2021Q3 202311
CAG CONAGRA FOODS INC11110.15%0.29%0.37%Q3 2013Q1 201611
IEI ISHARES TR830.03%0.17%0.43%Q4 2020Q3 202311
CPB CAMPBELL SOUP COMPANY11110.05%0.15%0.29%Q2 2014Q4 201611
PLD PROLOGIS INC.11110.11%0.13%0.18%Q1 2021Q3 202311
YUM YUM BRANDS INC11110.06%0.06%0.07%Q1 2021Q3 202311
XLK SELECT SECTOR SPDR TR830.02%0.02%0.03%Q3 2020Q3 202311
EQT Eqt Corp Com910.06%0.84%1.23%Q3 2014Q4 201710
LHX L3HARRIS TECHNOLOGIES INC10100.02%0.61%1.12%Q3 2019Q4 202110
TEL TE CONNECTIVITY LTD10100.57%0.60%0.65%Q2 2021Q3 202310
WY Weyerhaeuser Co Com10100.29%0.34%0.44%Q3 2015Q4 201710
COP CONOCOPHILLIPS COM640.08%0.30%0.49%Q2 2014Q4 201610
AGNC AGNC INVT CORP10100.13%0.30%0.39%Q1 2019Q2 202110
MMM 3M CO10100.15%0.24%0.31%Q1 2020Q2 202210
MUB ISHARES TR640.04%0.09%0.14%Q1 2021Q3 202310
BDX BECTON DICKINSON & CO10100.03%0.05%0.07%Q2 2019Q3 202110
SPLK SPLUNK INC10100.04%0.05%0.08%Q2 2021Q3 202310
SWKS Skyworks Solutions In...710.04%0.05%0.07%Q1 2017Q1 202010
KEGXQ Key Energy Services Inc550.00%0.03%0.09%Q2 2013Q2 201610
IWD ISHARES TR620.02%0.02%0.05%Q4 2017Q3 202310
YUMC YUM CHINA HLDGS INC640.02%0.02%0.03%Q1 2021Q3 202310
FNB F N B CORP10100.01%0.01%0.01%Q2 2021Q3 202310
DVN DEVON ENERGY CORP NEW991.14%1.31%1.58%Q2 2013Q2 20159
TDG TRANSDIGM GROUP INC990.33%0.90%1.07%Q1 2018Q1 20209
POT Potash Corp. of Saskat...990.18%0.62%2.36%Q2 2013Q2 20159
PEAK HEALTHPEAK PROPERTIES INC990.22%0.36%0.54%Q4 2019Q4 20219
AMCR AMCOR PLC990.13%0.15%0.18%Q1 2021Q1 20239
DE Deere & Company310.02%0.07%0.25%Q2 2014Q3 20239
RTK Rentech Inc990.00%0.03%0.09%Q2 2013Q2 20159
SLCA U S SILICA HLDGS INC990.00%0.01%0.02%Q1 2020Q1 20229
ESV ENSCO PLC ...710.02%0.94%2.14%Q2 2013Q4 20168
BKNG BOOKING HLDGS INC880.79%0.84%0.88%Q1 2018Q4 20198
DD EI DU PONT DE NEMOURS ...620.05%0.81%1.10%Q4 2014Q2 20178
SNA SNAP ON INC620.03%0.48%0.82%Q2 2017Q2 20198
NOC Northrup Grumman Corp620.14%0.42%0.89%Q4 2013Q3 20238
CBRL CRACKER BARREL OLD CTR...880.22%0.38%0.47%Q2 2018Q1 20208
NGG NATIONAL GRID PLC ADR880.30%0.33%0.39%Q2 2015Q1 20178
FLR FLUOR CORP NEW880.10%0.30%0.85%Q3 2013Q2 20158
MDT Medtronic880.08%0.25%1.01%Q2 2013Q1 20158
INGR INGREDION INC880.17%0.22%0.30%Q1 2020Q4 20218
HTS Hatteras Finl Corp Com880.11%0.18%0.22%Q4 2013Q3 20158
VTI VANGUARD INDEX FDS880.16%0.18%0.22%Q4 2021Q3 20238
AVX AVX CORPORATION880.05%0.15%0.38%Q2 2014Q1 20168
VEA VANGUARD TAX-MANAGED I...530.06%0.09%0.12%Q1 2021Q3 20238
SDY Spdr S&P Divid ETF710.05%0.06%0.06%Q2 2014Q3 20168
LNT ALLIANT ENERGY CORP620.03%0.05%0.06%Q1 2015Q4 20198
NNC NUVEEN NORTH CAROLINA ...880.04%0.04%0.05%Q1 2017Q4 20188
TSLA TESLA INC880.02%0.04%0.08%Q4 2021Q3 20238
MDR MCDERMOTT INTL INC710.02%0.04%0.19%Q2 2013Q2 20178
GNRC GENERAC HLDGS INC880.03%0.04%0.05%Q4 2021Q3 20238
FIS FIDELITY NATL INFORMAT...880.02%0.04%0.06%Q1 2020Q4 20218
ZBRA ZEBRA TECHNOLOGIES COR...710.03%0.03%0.04%Q4 2019Q4 20218
VT VANGUARD INTL EQUITY I...880.02%0.02%0.02%Q4 2020Q3 20228
DWDP DOWDUPONT INC771.20%1.92%2.55%Q3 2017Q1 20197
JCI JOHNSON CTLS INTL PLC771.06%1.15%1.26%Q1 2017Q3 20187
CBI Chicago Bridge & Ir...770.06%0.34%0.98%Q2 2013Q4 20147
BBL BHP Billiton Limited770.12%0.25%0.42%Q4 2013Q2 20157
CB CHUBB LIMITED770.16%0.18%0.21%Q1 2022Q3 20237
TEVA Teva Pharmaceutical In...770.07%0.13%0.30%Q2 2014Q4 20157
SHYG ISHARES TR770.04%0.12%0.15%Q1 2021Q3 20227
CDW CDW CORP770.04%0.04%0.05%Q4 2017Q2 20197
QQQ INVESCO QQQ TR610.02%0.03%0.04%Q3 2021Q3 20237
RODM LATTICE STRATEGIES TR770.02%0.03%0.06%Q4 2020Q2 20227
MMC MARSH & MCLENNAN COS INC770.02%0.02%0.02%Q1 2022Q3 20237
VCR VANGUARD WORLD FDS610.02%0.02%0.02%Q4 2020Q2 20237
VHT VANGUARD WORLD FDS430.02%0.02%0.02%Q2 2021Q2 20237
ATCO ATLAS CORP770.01%0.01%0.01%Q2 2021Q4 20227
NEXI NEXIMMUNE INC770.00%0.00%0.00%Q1 2022Q3 20237
F113PS COVIDIEN PLC511.46%2.03%2.66%Q2 2013Q4 20146
COG Cabot Oil & Gas Cp Com660.48%0.99%1.40%Q2 2014Q3 20156
ASML ASML HOLDING N V660.07%0.77%1.23%Q2 2022Q3 20236
ASNA ASCENA RETAIL GROUP INC660.14%0.68%0.98%Q2 2013Q3 20146
IEF ISHARES TR660.40%0.57%0.79%Q2 2022Q3 20236
CFR CULLEN FROST BANKERS INC660.37%0.48%0.58%Q3 2015Q4 20166
NYCB New York Community Ban...660.35%0.39%0.47%Q1 2017Q2 20186
BAB INVESCO EXCH TRADED FD...660.24%0.25%0.27%Q2 2022Q3 20236
NEBLQ NOBLE CORP PLC510.03%0.25%0.39%Q4 2014Q1 20176
BTO JOHN HANCOCK FINANCIAL...660.16%0.22%0.28%Q4 2013Q1 20156
CMI CUMMINS INC210.05%0.21%0.43%Q2 2013Q1 20166
MBB ISHARES TR660.02%0.21%0.36%Q1 2021Q2 20226
FLOT ISHARES TR660.02%0.14%0.36%Q1 2021Q2 20226
BND VANGUARD BD INDEX FDS660.10%0.13%0.16%Q4 2020Q1 20226
PII POLARIS INC660.10%0.13%0.18%Q4 2020Q1 20226
RTN RAYTHEON CO NEW660.06%0.11%0.14%Q2 2014Q3 20156
SCHO SCHWAB STRATEGIC TR660.04%0.05%0.06%Q2 2019Q3 20206
VTIP VANGUARD MALVERN FDS660.04%0.04%0.06%Q4 2020Q1 20226
NTRS NORTHERN TR CORP660.03%0.04%0.05%Q2 2022Q3 20236
VOO VANGUARD INDEX FDS510.03%0.04%0.04%Q1 2021Q3 20236
IWO ISHARES TR660.02%0.02%0.02%Q2 2022Q3 20236
VV VANGUARD INDEX FDS510.02%0.02%0.02%Q2 2021Q3 20236
BBI BRICKELL BIOTECH INC660.00%0.01%0.03%Q2 2020Q3 20216
MBT MOBILE TELESYSTEMS PUB...660.00%0.01%0.01%Q2 2021Q3 20226
CHKP CHECK POINT SOFTWARE T...550.65%0.70%0.79%Q3 2018Q3 20195
VNT VONTIER CORPORATION550.43%0.52%0.57%Q1 2021Q1 20225
NLSN NIELSEN HLDGS PLC550.34%0.46%0.59%Q2 2017Q2 20185
RRC RANGE RESOURCES CORPOR...550.12%0.37%0.77%Q2 2014Q2 20155
NFG NATIONAL FUEL GAS CO NJ550.07%0.27%0.54%Q2 2014Q2 20155
EPD Enterprise Products Pp...310.02%0.12%0.19%Q2 2013Q2 20225
GL GLOBE LIFE INC550.04%0.05%0.05%Q3 2022Q3 20235
GWRE GUIDEWIRE SOFTWARE INC550.04%0.04%0.06%Q3 2019Q3 20205
SCHX SCHWAB STRATEGIC TR550.03%0.04%0.07%Q3 2022Q3 20235
JACOBS SOLUTIONS INC550.03%0.03%0.03%Q3 2022Q3 20235
PHYS SPROTT PHYSICAL GOLD TR550.02%0.02%0.02%Q2 2021Q2 20225
MU MICRON TECHNOLOGY INC410.02%0.02%0.02%Q4 2020Q1 20225
GDX VANECK VECTORS ETF TR550.02%0.02%0.03%Q2 2021Q2 20225
NAT NORDIC AMERICAN TANKER...550.01%0.01%0.01%Q2 2021Q2 20225
ECR Eclipse Res Corp Com I...550.00%0.01%0.01%Q3 2015Q3 20165
AUY YAMANA GOLD INC550.00%0.01%0.01%Q2 2021Q2 20225
RGA Reinsurance Group of A...441.25%1.31%1.35%Q2 2013Q1 20144
BROOKFIELD CORP441.18%1.22%1.26%Q4 2022Q3 20234
SNY Sanofi-Aventis Sponsor...440.69%1.05%1.41%Q4 2013Q3 20144
BABA ALIBABA GROUP HLDG LTD440.45%0.51%0.62%Q4 2021Q3 20224
LO Lorillard Inc Com440.21%0.25%0.29%Q2 2014Q1 20154
BROOKFIELD ASSET MANAG...440.19%0.20%0.22%Q4 2022Q3 20234
TAP MOLSON COORS BREWING CO440.15%0.17%0.19%Q3 2019Q2 20204
PRF INVESCO EXCHANGE TRADE...310.04%0.12%0.14%Q3 2022Q3 20234
HHC Howard Hughes Corp440.06%0.08%0.14%Q1 2014Q4 20144
SCG SCANA CORP NEW440.05%0.08%0.10%Q2 2014Q1 20154
MTZ MASTEC INC310.04%0.07%0.16%Q2 2013Q3 20174
WRB BERKLEY W R CORP310.05%0.05%0.06%Q2 2016Q2 20174
HDS HD SUPPLY HLDGS INC440.04%0.04%0.04%Q4 2019Q3 20204
VWO VANGUARD INTL EQUITY I...310.02%0.03%0.04%Q4 2021Q3 20234
CEF SPROTT PHYSICAL GOLD &...440.02%0.02%0.03%Q2 2021Q1 20224
DGX QUEST DIAGNOSTICS INC310.02%0.02%0.02%Q2 2021Q4 20224
DHT DHT HOLDINGS INC440.01%0.02%0.02%Q2 2021Q1 20224
SUNS SLR SENIOR INVESTMENT ...440.01%0.01%0.01%Q2 2021Q1 20224
IAG IAMGOLD CORP440.00%0.00%0.00%Q2 2021Q1 20224
PLX PROTALIX BIOTHERAPEUTI...440.00%0.00%0.00%Q1 2022Q4 20224
VOD Vodafone Group (ADR)332.11%2.49%2.73%Q2 2013Q4 20133
PTEN Patterson-UTI Energy331.29%1.39%1.47%Q2 2013Q4 20133
LINDE PLC331.34%1.36%1.39%Q1 2023Q3 20233
APA APACHE CORP330.06%0.52%0.90%Q2 2014Q4 20143
DD DUPONT DE NEMOURS INC330.35%0.46%0.54%Q2 2019Q4 20193
NUE NUCOR330.14%0.40%0.59%Q2 2014Q4 20143
NEU Newmarket Corp210.06%0.32%0.76%Q2 2013Q2 20143
DNOW NOW INC330.07%0.24%0.42%Q2 2014Q4 20143
SDRL Seadrill Ltd330.17%0.21%0.25%Q3 2013Q1 20143
UVV UNIVERSAL CORP330.12%0.21%0.30%Q2 2014Q4 20143
GS GOLDMAN SACHS GROUP INC110.04%0.13%0.30%Q2 2013Q3 20173
SPLS Staples Inc330.06%0.11%0.19%Q1 2014Q3 20143
IVE ISHARES TR330.08%0.10%0.11%Q4 2020Q2 20213
TIF TIFFANY AND CO.330.05%0.07%0.09%Q2 2014Q4 20143
A309PS Directv Com Cl A330.06%0.06%0.06%Q2 2014Q4 20143
EMXC ISHARES INC330.04%0.05%0.06%Q1 2021Q3 20213
PAPR INNOVATOR ETFS TR210.02%0.05%0.07%Q4 2020Q3 20213
PRFZ INVESCO EXCHANGE TRADE...330.05%0.05%0.05%Q1 2023Q3 20233
SCHE SCHWAB STRATEGIC TR330.04%0.04%0.05%Q2 2019Q4 20193
CALM CAL MAINE FOODS INC330.02%0.04%0.09%Q1 2023Q3 20233
DVY ISHARES TR330.03%0.04%0.04%Q1 2018Q3 20183
ITA ISHARES TR330.04%0.04%0.04%Q1 2023Q3 20233
RSP INVESCO EXCHANGE TRADE...330.02%0.02%0.03%Q4 2022Q2 20233
EEM ISHARES TR330.02%0.02%0.02%Q1 2021Q3 20213
XHB SPDR SER TR330.02%0.02%0.02%Q1 2023Q3 20233
RYT INVESCO EXCHANGE TRADE...330.02%0.02%0.02%Q1 2023Q3 20233
FNDA SCHWAB STRATEGIC TR330.02%0.02%0.02%Q1 2023Q3 20233
MFD MACQUARIE / FIRST TR G...210.01%0.01%0.01%Q4 2021Q4 20223
EMESQ EMERGE ENERGY SVCS LP330.00%0.00%0.01%Q4 2018Q2 20193
COL ROCKWELL COLLINS INC221.14%1.15%1.15%Q3 2017Q4 20172
ANTM ELEVANCE HEALTH INC220.76%0.87%0.98%Q2 2023Q3 20232
WAG Walgreen Company220.58%0.76%0.94%Q2 2014Q3 20142
CJES C&J ENERGY SERVICES INC.220.34%0.44%0.54%Q2 2014Q3 20142
ALLE Allegion220.34%0.36%0.39%Q4 2013Q1 20142
RIG TRANSOCEAN LTD220.17%0.26%0.35%Q2 2014Q3 20142
TSS TOTAL SYSTEM SERVICES220.18%0.22%0.26%Q2 2014Q3 20142
MOS MOSAIC CO220.13%0.17%0.21%Q2 2014Q3 20142
RDC Rowan Cos Inc110.03%0.14%0.26%Q2 2013Q3 20172
QUAL ISHARES TR220.12%0.13%0.13%Q3 2021Q4 20212
SPNV Superior Energy Services110.06%0.11%0.16%Q2 2013Q2 20142
MPC MARATHON PETE CORP220.10%0.10%0.10%Q1 2015Q2 20152
FCX Freeport-McMoRan Inc220.07%0.10%0.13%Q2 2014Q3 20142
L Loews Corporation220.05%0.10%0.14%Q2 2014Q3 20142
KRFT Kraft Foods Group Inc ...220.07%0.07%0.07%Q1 2015Q2 20152
IAU ISHARES GOLD TRUST220.03%0.07%0.11%Q4 2020Q1 20212
MAN MANPOWERGROUP INC110.06%0.06%0.06%Q3 2018Q1 20192
KR Kroger Co220.05%0.06%0.06%Q4 2014Q1 20152
PETM Petsmart Inc110.06%0.06%0.06%Q2 2014Q4 20142
FCAU Fiat Chrysler Automobiles220.05%0.05%0.05%Q4 2014Q1 20152
BIIB BIOGEN INC220.04%0.05%0.05%Q3 2018Q4 20182
SMMD ISHARES TR220.04%0.05%0.05%Q4 2020Q1 20212
AVT AVNET INC110.03%0.04%0.04%Q1 2017Q2 20192
OMFL INVESCO EXCH TRD SLF I...220.03%0.04%0.04%Q2 2023Q3 20232
HEARTBEAM INC220.03%0.03%0.04%Q2 2023Q3 20232
IAU ISHARES GOLD TR220.03%0.03%0.04%Q2 2021Q3 20212
LUV SOUTHWEST AIRLS CO110.03%0.03%0.04%Q3 2018Q3 20192
ITOT ISHARES TR110.02%0.03%0.04%Q1 2022Q4 20222
BW BABCOCK & WILCOX ENTER...220.02%0.03%0.03%Q1 2017Q2 20172
SHV ISHARES TR220.02%0.03%0.04%Q2 2023Q3 20232
PSEP INNOVATOR ETFS TR220.02%0.02%0.02%Q4 2020Q1 20212
PMAR INNOVATOR ETFS TR220.02%0.02%0.02%Q4 2020Q1 20212
NNA NAVIOS MARITIME ACQUIS...220.00%0.00%0.00%Q2 2021Q3 20212
SWN Southwestern Energy110.82%0.82%0.82%Q2 2013Q2 20131
JAH JARDEN CORPORATION110.78%0.78%0.78%Q4 2015Q4 20151
B108PS ACTAVIS PLC110.71%0.71%0.71%Q1 2015Q1 20151
GOOG GOOGLE INC CL C110.65%0.65%0.65%Q3 2015Q3 20151
DG DOLLAR GEN CORP NEW110.60%0.60%0.60%Q3 2023Q3 20231
DOW DOW INC110.36%0.36%0.36%Q2 2019Q2 20191
FIO Fusion-Io Com110.24%0.24%0.24%Q2 2013Q2 20131
CAVM Cavium Networks Inc110.23%0.23%0.23%Q2 2013Q2 20131
ASH Ashland Inc New110.22%0.22%0.22%Q2 2013Q2 20131
COF Capital One Financial ...110.21%0.21%0.21%Q2 2013Q2 20131
OIS Oil Sts Intl Inc110.19%0.19%0.19%Q2 2013Q2 20131
BHP Bhp Billiton (ADR)110.18%0.18%0.18%Q3 2013Q3 20131
HAL HALLIBURTON CO110.17%0.17%0.17%Q4 2018Q4 20181
4945SC Kinder Morgan Energypa...110.17%0.17%0.17%Q2 2013Q2 20131
SPLV INVESCO EXCH TRADED FD...110.14%0.14%0.14%Q1 2022Q1 20221
NEO NEOGENOMICS INC110.14%0.14%0.14%Q2 2021Q2 20211
SHPG Shire LTD110.12%0.12%0.12%Q1 2017Q1 20171
BIL SPDR SER TR110.12%0.12%0.12%Q3 2021Q3 20211
AZN ASTRAZENECA PLC110.12%0.12%0.12%Q3 2023Q3 20231
AMAT APPLIED MATERIALS INC110.12%0.12%0.12%Q2 2014Q2 20141
PFF ISHARES TR110.11%0.11%0.11%Q4 2021Q4 20211
IJK S&P 400 - Mid Growth110.08%0.08%0.08%Q2 2014Q2 20141
BP BP PLC ADR110.08%0.08%0.08%Q2 2014Q2 20141
MS MORGAN STANLEY110.07%0.07%0.07%Q3 2023Q3 20231
TRV TRAVELERS COMPANIES INC110.07%0.07%0.07%Q3 2023Q3 20231
XLRE Real Estate (SPDR)110.07%0.07%0.07%Q3 2016Q3 20161
MELI MERCADOLIBRE INC110.06%0.06%0.06%Q3 2023Q3 20231
CNL CLECO CORP NEW110.06%0.06%0.06%Q2 2014Q2 20141
OKE Oneok Inc110.06%0.06%0.06%Q2 2014Q2 20141
IJAN INNOVATOR ETFS TR110.05%0.05%0.05%Q4 2020Q4 20201
IWB ISHARES TR110.05%0.05%0.05%Q4 2022Q4 20221
WU Western Un Co Com110.05%0.05%0.05%Q2 2014Q2 20141
INTU INTUIT110.05%0.05%0.05%Q3 2023Q3 20231
AM ANTERO MIDSTREAM CORP110.04%0.04%0.04%Q2 2022Q2 20221
VMBS VANGUARD SCOTTSDALE FDS110.04%0.04%0.04%Q3 2022Q3 20221
DNP DNP Select Income Fund...110.03%0.03%0.03%Q3 2014Q3 20141
THO THOR INDS INC110.03%0.03%0.03%Q3 2018Q3 20181
IGM ISHARES TR110.03%0.03%0.03%Q3 2019Q3 20191
DISCA DISCOVERY INC110.03%0.03%0.03%Q2 2020Q2 20201
ARW ARROW ELECTRS INC110.03%0.03%0.03%Q2 2020Q2 20201
NBBC Newbridge Bancorp110.02%0.02%0.02%Q2 2014Q2 20141
DWM WISDOMTREE TR110.02%0.02%0.02%Q2 2023Q2 20231
VTEB VANGUARD MUN BD FDS110.02%0.02%0.02%Q2 2023Q2 20231
ET ENERGY TRANSFER L P110.02%0.02%0.02%Q2 2022Q2 20221
AMD ADVANCED MICRO DEVICES...110.02%0.02%0.02%Q4 2021Q4 20211
MPLX MPLX LP110.02%0.02%0.02%Q2 2022Q2 20221
AZO AUTOZONE INC110.02%0.02%0.02%Q4 2022Q4 20221
GGN GAMCO GLOBAL GOLD NAT ...110.02%0.02%0.02%Q2 2022Q2 20221
PTR PETROCHINA CO LTD110.02%0.02%0.02%Q2 2021Q2 20211
IWN ISHARES TR110.02%0.02%0.02%Q2 2023Q2 20231
XLE SELECT SECTOR SPDR TR110.02%0.02%0.02%Q3 2021Q3 20211
LNG CHENIERE ENERGY INC110.02%0.02%0.02%Q3 2023Q3 20231
SCHD SCHWAB STRATEGIC TR110.02%0.02%0.02%Q3 2023Q3 20231
TT TRANE TECHNOLOGIES PLC110.02%0.02%0.02%Q4 2021Q4 20211
IWL ISHARES TR110.02%0.02%0.02%Q4 2021Q4 20211
PSLV SPROTT PHYSICAL SILVER TR110.01%0.01%0.01%Q4 2021Q4 20211
KTF DWS MUN INCOME TR110.01%0.01%0.01%Q4 2021Q4 20211
TELL TELLURIAN INC NEW110.00%0.00%0.00%Q2 2022Q2 20221
GINKGO BIOWORKS HOLDIN...110.00%0.00%0.00%Q3 2023Q3 20231
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The securities at the top of the list , including MICROSOFT CORPORATION, APPLE INC, and BERKSHIRE HATHAWAY INC DEL CL B NEW, are the highest-conviction holdings of Smith, Salley & Associates.

The conviction is calculated by counting the number of quarters a security has been reported by Smith, Salley & Associates. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Smith, Salley & Associates owns currently or has owned in the past.