$399 Million is the total value of Smith Salley Wealth Management's 248 reported holdings in Q1 2016. The portfolio turnover from Q4 2015 to Q1 2016 was 10.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Buy | MICROSOFT CORPORATION | $15,159,000 | +1.9% | 274,500 | +2.3% | 3.80% | +2.4% |
| AAPL | Buy | APPLE INC | $11,779,000 | +5.1% | 108,077 | +1.5% | 2.95% | +5.7% |
| GE | Sell | GENERAL ELECTRIC COMPANY | $11,632,000 | -14.9% | 365,880 | -16.6% | 2.92% | -14.5% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $9,542,000 | +19.3% | 176,430 | +1.9% | 2.39% | +19.9% |
| TJX | Buy | TJX COMPANIES INC | $9,411,000 | +13.2% | 120,111 | +2.4% | 2.36% | +13.7% |
| DIS | Buy | WALT DISNEY CO | $9,219,000 | -0.2% | 92,839 | +5.6% | 2.31% | +0.3% |
| AIG | Buy | American Intl Group Inc | $8,890,000 | -9.6% | 164,471 | +3.6% | 2.23% | -9.1% |
| XOM | Buy | EXXON MOBIL CORP COM | $8,339,000 | +8.2% | 99,757 | +0.9% | 2.09% | +8.8% |
| UTX | Buy | UNITED TECHNOLOGIES CORP COM | $7,724,000 | +5.0% | 77,168 | +0.8% | 1.94% | +5.6% |
| PG | Buy | PROCTER & GAMBLE CO COM | $7,556,000 | +23.1% | 91,800 | +18.8% | 1.89% | +23.8% |
| CSCO | Buy | CISCO SYSTEMS INC | $7,498,000 | +6.6% | 263,390 | +1.6% | 1.88% | +7.1% |
| DUK | Buy | DUKE ENERGY CORP NEW | $7,401,000 | +15.3% | 91,738 | +2.1% | 1.86% | +15.9% |
| KMI | Buy | KINDER MORGAN INC DEL COM | $7,354,000 | +53.2% | 411,787 | +28.0% | 1.84% | +54.0% |
| AGN | Buy | ALLERGAN PLC | $6,917,000 | +5.7% | 25,808 | +23.2% | 1.73% | +6.3% |
| MA | Buy | Mastercard Inc Cl A | $6,711,000 | +63.4% | 71,010 | +68.3% | 1.68% | +64.3% |
| GME | Buy | GAMESTOP CORP NEW CL A | $6,664,000 | +14.1% | 210,044 | +0.9% | 1.67% | +14.7% |
| JPM | Buy | J P MORGAN CHASE & CO | $6,473,000 | -5.0% | 109,321 | +5.9% | 1.62% | -4.5% |
| ABBV | Buy | ABBVIE INC | $6,431,000 | +19.8% | 112,609 | +24.3% | 1.61% | +20.5% |
| MRK | Buy | MERCK & CO NEW | $6,373,000 | +1.5% | 120,476 | +1.4% | 1.60% | +2.0% |
| PNC | Buy | PNC Finl Svcs Group | $6,280,000 | -5.2% | 74,272 | +6.9% | 1.57% | -4.7% |
| GOOG | Buy | Alphabet Inc Class C | $6,139,000 | +1.4% | 8,241 | +3.3% | 1.54% | +1.9% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEW | $5,885,000 | -47.6% | 41,480 | -51.2% | 1.48% | -47.3% |
| JNJ | Sell | JOHNSON & JOHNSON COM | $5,634,000 | +3.5% | 52,069 | -1.7% | 1.41% | +4.1% |
| BAC | Buy | BANK OF AMERICA CORP | $5,617,000 | -17.0% | 415,481 | +3.3% | 1.41% | -16.5% |
| SLB | Buy | SCHLUMBERGER LTD | $5,504,000 | +11.6% | 74,623 | +5.5% | 1.38% | +12.1% |
| CVS | Buy | CVS HEALTH CORPORATION | $5,493,000 | +9.6% | 52,961 | +3.3% | 1.38% | +10.2% |
| LH | Sell | LABORATORY CORP OF AMERICA HLDGS | $5,490,000 | -6.7% | 46,874 | -1.5% | 1.38% | -6.2% |
| PEP | Buy | PEPSICO INC COM | $5,407,000 | +48.9% | 52,763 | +45.2% | 1.36% | +49.7% |
| WMT | New | WAL-MART STORES | $5,283,000 | – | 77,140 | +100.0% | 1.32% | – |
| NXPI | Buy | NXP Semiconductors N V | $5,109,000 | -2.3% | 63,029 | +1.6% | 1.28% | -1.8% |
| ESRX | Buy | EXPRESS SCRIPTS HLDG CO | $4,919,000 | -15.6% | 71,614 | +7.4% | 1.23% | -15.1% |
| AMNB | Sell | AMERICAN NATL BANKSHARES INCCOM | $4,910,000 | -1.9% | 193,918 | -0.8% | 1.23% | -1.4% |
| MDT | Sell | MEDTRONIC PLC | $4,785,000 | -25.8% | 63,793 | -23.9% | 1.20% | -25.4% |
| EQT | Buy | EQT CORP | $4,574,000 | +34.3% | 68,015 | +4.1% | 1.15% | +35.0% |
| IR | Buy | INGERSOLL-RAND PLC | $4,522,000 | +17.6% | 72,925 | +4.9% | 1.13% | +18.3% |
| PCLN | Buy | Priceline Inc | $4,515,000 | +2.6% | 3,503 | +1.5% | 1.13% | +3.1% |
| HON | Buy | HONEYWELL INTL INC COM | $4,325,000 | +181.8% | 38,599 | +160.4% | 1.08% | +183.0% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES | $4,313,000 | -0.9% | 50,399 | +0.6% | 1.08% | -0.4% |
| CSX | Buy | CSX CORP COM | $4,219,000 | +10.0% | 163,867 | +10.9% | 1.06% | +10.6% |
| DD | New | EI DU PONT DE NEMOURS & CO. | $4,196,000 | – | 66,269 | +100.0% | 1.05% | – |
| AGG | Buy | ETF ISHARES CORE TOTALU.S BOND MARKETetf | $4,198,000 | +29.2% | 37,880 | +26.0% | 1.05% | +29.9% |
| PRGO | New | PERRIGO CO LTD | $3,768,000 | – | 29,449 | +100.0% | 0.94% | – |
| ABT | Buy | ABBOTT LABORATORIES | $3,287,000 | -1.6% | 78,574 | +5.6% | 0.82% | -1.1% |
| DEO | Buy | DIAGEO PLC SPON ADR NEW | $3,286,000 | +2.1% | 30,466 | +3.3% | 0.82% | +2.6% |
| EOG | Buy | EOG RESOURCES INC | $3,259,000 | +3.1% | 44,908 | +0.6% | 0.82% | +3.7% |
| KO | Buy | COCA COLA CO COM | $2,910,000 | +12.1% | 62,734 | +3.8% | 0.73% | +12.7% |
| T | Sell | AT&T INC | $2,881,000 | +13.4% | 73,563 | -0.4% | 0.72% | +14.1% |
| MGA | New | Magna Intl Inc Cl A Isin #ca55 | $2,822,000 | – | 65,691 | +100.0% | 0.71% | – |
| GILD | Sell | GILEAD SCIENCES INC | $2,822,000 | -13.8% | 30,714 | -5.1% | 0.71% | -13.4% |
| CVX | Sell | CHEVRON CORPORATION | $2,731,000 | +2.6% | 28,618 | -3.3% | 0.68% | +3.0% |
| BMY | Buy | BRISTOL-MYERS SQUIBB | $2,661,000 | -6.1% | 41,663 | +1.2% | 0.67% | -5.5% |
| KMB | Sell | KIMBERLY CLARK CORPORATION | $2,556,000 | +5.1% | 19,008 | -0.5% | 0.64% | +5.8% |
| DOW | Sell | DOW CHEMICAL CO | $2,516,000 | -1.4% | 49,485 | -0.1% | 0.63% | -0.8% |
| PFE | Sell | PFIZER INC COM | $2,513,000 | -11.3% | 84,789 | -3.4% | 0.63% | -10.8% |
| EMR | Buy | EMERSON ELECTRIC CO | $2,501,000 | +17.7% | 45,986 | +3.5% | 0.63% | +18.5% |
| SYY | Sell | SYSCO CORPORATION | $2,475,000 | +12.8% | 52,976 | -1.0% | 0.62% | +13.3% |
| NSC | Sell | Norfolk Southern Crp | $2,461,000 | -9.2% | 29,559 | -7.8% | 0.62% | -8.7% |
| VOD | Buy | VODAFONE GROUP PLC NEW ADR | $2,328,000 | +2.8% | 72,618 | +3.5% | 0.58% | +3.4% |
| CELG | Sell | CELGENE CORPORATION | $2,304,000 | -22.9% | 23,013 | -7.7% | 0.58% | -22.6% |
| CLBH | CAROLINA BANK HOLDINGS GREENSBORO | $2,275,000 | -8.9% | 135,470 | 0.0% | 0.57% | -8.4% | |
| CFR | Sell | CULLEN FROST BANKERS INC | $2,135,000 | -8.6% | 38,751 | -0.4% | 0.54% | -8.1% |
| GSK | Buy | GLAXOSMITHKLINE PLC SPONSORED AD | $2,052,000 | +1.6% | 50,625 | +1.1% | 0.51% | +2.0% |
| SE | Sell | SPECTRA ENERGY CORP | $1,990,000 | +25.4% | 65,049 | -1.9% | 0.50% | +26.0% |
| BBT | Sell | BB&T CORP | $1,854,000 | -13.6% | 55,727 | -1.8% | 0.46% | -13.1% |
| VGT | Sell | Technology (Vanguard)etf | $1,833,000 | -1.0% | 16,731 | -2.1% | 0.46% | -0.6% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE | $1,802,000 | -12.1% | 21,382 | -11.2% | 0.45% | -11.5% |
| SO | Sell | SOUTHERN COMPANY COM | $1,786,000 | +7.0% | 34,517 | -3.3% | 0.45% | +7.7% |
| CL | Sell | COLGATE PALMOLIVE COMPANY | $1,715,000 | +2.9% | 24,267 | -3.0% | 0.43% | +3.6% |
| CMI | Buy | CUMMINS INC | $1,700,000 | +26.2% | 15,466 | +1.1% | 0.43% | +26.8% |
| COST | Sell | COSTCO WHOLESALE CORP | $1,654,000 | -17.5% | 10,498 | -15.4% | 0.41% | -17.2% |
| XLV | Sell | Health Care (SPDR)etf | $1,649,000 | -7.6% | 24,331 | -1.8% | 0.41% | -7.2% |
| INTC | Buy | INTEL CORPORATION | $1,637,000 | -3.6% | 50,615 | +2.7% | 0.41% | -3.1% |
| MDU | Buy | MDU Resources Group | $1,626,000 | +11.4% | 83,585 | +4.9% | 0.41% | +11.8% |
| NVS | Buy | NOVARTIS AG ADR | $1,616,000 | -13.0% | 22,308 | +3.3% | 0.40% | -12.5% |
| STX | Buy | SEAGATE TECHNOLOGY PLC | $1,587,000 | +60.3% | 46,080 | +70.7% | 0.40% | +61.1% |
| XLF | Sell | Financials (SPDR)etf | $1,557,000 | -7.5% | 69,201 | -2.0% | 0.39% | -7.1% |
| GPC | Buy | GENUINE PARTS COMPANY | $1,495,000 | +20.5% | 15,051 | +4.2% | 0.38% | +21.4% |
| HCP | Sell | HCP INC | $1,472,000 | -15.6% | 45,173 | -1.0% | 0.37% | -15.2% |
| BLK | Sell | BLACKROCK INC. | $1,470,000 | -22.4% | 4,315 | -22.4% | 0.37% | -22.0% |
| BWA | Sell | BORG WARNER INC | $1,443,000 | -42.0% | 37,594 | -34.7% | 0.36% | -41.6% |
| COP | Buy | CONOCOPHILLIPS COM | $1,381,000 | -12.9% | 34,314 | +1.0% | 0.35% | -12.4% |
| APD | Buy | Air Products & Chem | $1,332,000 | +14.1% | 9,247 | +3.1% | 0.33% | +14.8% |
| GVI | Sell | ISHARES INTERMED GOVT/CREDITBONDetf | $1,313,000 | -16.6% | 11,717 | -18.5% | 0.33% | -16.3% |
| F | Sell | FORD MOTOR COMPANY | $1,268,000 | -4.5% | 93,946 | -0.4% | 0.32% | -3.9% |
| WY | Buy | WEYERHAEUSER CO | $1,264,000 | +4.2% | 40,804 | +0.9% | 0.32% | +5.0% |
| NGG | Sell | NATIONAL GRID PLC ADR | $1,246,000 | +1.6% | 17,440 | -1.1% | 0.31% | +2.0% |
| XLI | Sell | Industrials (SPDR)etf | $1,205,000 | +2.6% | 21,722 | -2.0% | 0.30% | +3.1% |
| ADI | Buy | ANALOG DEVICES INC | $1,174,000 | +7.6% | 19,839 | +0.6% | 0.29% | +8.1% |
| CAG | Sell | CONAGRA FOODS INC | $1,173,000 | +1.1% | 26,302 | -4.5% | 0.29% | +1.7% |
| XLY | Sell | Consumer Discretionary (SPDR)etf | $1,174,000 | -19.2% | 14,839 | -20.2% | 0.29% | -18.8% |
| LOW | New | Lowes Companies | $1,134,000 | – | 14,975 | +100.0% | 0.28% | – |
| XLP | Sell | Consumer Staples (SPDR)etf | $1,051,000 | +2.9% | 19,812 | -2.0% | 0.26% | +3.1% |
| VDE | Buy | Energy (Vanguard)etf | $1,018,000 | +38.7% | 11,859 | +34.3% | 0.26% | +39.3% |
| LQD | Buy | ETF ISHS IBOXX $INVEST GRADECOPR BD FUNDetf | $871,000 | +10.5% | 7,330 | +6.0% | 0.22% | +11.2% |
| IWV | Buy | iShares Russell 3000 Indexetf | $859,000 | +0.7% | 7,110 | +0.3% | 0.22% | +0.9% |
| AXP | Sell | American Express | $826,000 | -13.6% | 13,445 | -2.2% | 0.21% | -13.0% |
| MON | Sell | MONSANTO COMPANY | $785,000 | -42.4% | 8,954 | -35.2% | 0.20% | -42.1% |
| PM | Sell | PHILLIP MORRIS INTL INC | $761,000 | +9.3% | 7,761 | -1.9% | 0.19% | +9.8% |
| ILMN | Sell | ILLUMINA INC | $748,000 | -27.7% | 4,616 | -14.4% | 0.19% | -27.5% |
| MO | Sell | ALTRIA GROUP INC | $703,000 | +6.2% | 11,213 | -1.3% | 0.18% | +6.7% |
| IBM | Sell | Int'l Business Machines | $701,000 | +5.3% | 4,628 | -4.4% | 0.18% | +6.0% |
| PHM | Pulte Homes Inc | $682,000 | +5.1% | 36,426 | 0.0% | 0.17% | +5.6% | |
| LLY | Sell | Lilly Eli & Co | $664,000 | -16.8% | 9,224 | -2.6% | 0.17% | -16.6% |
| TSCO | Sell | TRACTOR SUPPLY CO | $642,000 | -8.0% | 7,100 | -13.1% | 0.16% | -7.5% |
| PPG | Ppg Industries | $634,000 | +12.8% | 5,686 | 0.0% | 0.16% | +13.6% | |
| ISRG | Sell | INTUITIVE SURGICAL INC. | $596,000 | -11.0% | 991 | -19.2% | 0.15% | -10.8% |
| TROW | Sell | T ROWE PRICE INC | $561,000 | -22.9% | 7,633 | -25.0% | 0.14% | -22.1% |
| NVDA | Sell | Nvidia Corp | $551,000 | +3.8% | 15,472 | -4.0% | 0.14% | +4.5% |
| CAT | Sell | Caterpillar Inc | $546,000 | +6.2% | 7,140 | -5.7% | 0.14% | +7.0% |
| D | Sell | Dominion Resources Inc Va Ne | $523,000 | +7.2% | 6,966 | -3.4% | 0.13% | +7.4% |
| IJR | Sell | iShares S&P Smallcap 600etf | $522,000 | -30.6% | 4,636 | -32.2% | 0.13% | -29.9% |
| AEP | AMERICAN ELECTRIC POWER CO | $477,000 | +13.8% | 7,191 | 0.0% | 0.12% | +15.4% | |
| AMGN | Amgen Inc | $459,000 | -7.6% | 3,062 | 0.0% | 0.12% | -7.3% | |
| CPB | Sell | CAMPBELL SOUP COMPANY | $419,000 | -13.4% | 6,576 | -28.6% | 0.10% | -13.2% |
| ADSK | Sell | AUTODESK INC | $379,000 | -49.9% | 6,498 | -47.7% | 0.10% | -49.7% |
| CAB | Sell | CABELAS | $367,000 | -22.6% | 7,537 | -25.7% | 0.09% | -22.0% |
| HRS | Harris | $366,000 | -10.5% | 4,706 | 0.0% | 0.09% | -9.8% | |
| EMC | Sell | EMC Corp | $363,000 | -94.3% | 13,635 | -94.5% | 0.09% | -94.3% |
| GIS | Sell | GENERAL MILLS INC | $357,000 | +0.6% | 5,631 | -8.5% | 0.09% | +1.1% |
| WFC | Sell | WELLS FARGO & CO NEW | $351,000 | -28.1% | 7,270 | -18.9% | 0.09% | -27.9% |
| MDLZ | Mondelez Intl Inc Com | $346,000 | -10.6% | 8,618 | 0.0% | 0.09% | -9.4% | |
| HELE | Helen of Troy | $318,000 | +10.0% | 3,067 | 0.0% | 0.08% | +11.1% | |
| RDSA | Sell | ROYAL DUTCH SHELL PLC A SHARES | $321,000 | -73.0% | 6,624 | -74.5% | 0.08% | -73.1% |
| NDAQ | NASDAQ OMX Group | $303,000 | +14.3% | 4,563 | 0.0% | 0.08% | +15.2% | |
| UNP | Buy | Union Pacific Corp | $296,000 | +3.5% | 3,719 | +1.8% | 0.07% | +4.2% |
| ALL | Allstate Corp | $286,000 | +8.7% | 4,243 | 0.0% | 0.07% | +9.1% | |
| TMO | Thermo Fisher Scientific | $280,000 | -0.4% | 1,979 | 0.0% | 0.07% | 0.0% | |
| HSIC | Henry Schein Inc | $279,000 | +9.0% | 1,616 | 0.0% | 0.07% | +9.4% | |
| HOFT | HOOKER FURNITURE CORP | $279,000 | +30.4% | 8,500 | 0.0% | 0.07% | +32.1% | |
| WHR | WHIRLPOOL | $271,000 | +23.2% | 1,500 | 0.0% | 0.07% | +23.6% | |
| VFC | VF Corp | $255,000 | +4.1% | 3,930 | 0.0% | 0.06% | +4.9% | |
| TSN | Tyson Foods Inc Cl Afrmly Com | $257,000 | +24.8% | 3,855 | 0.0% | 0.06% | +25.5% | |
| SJM | JM Smucker Co | $250,000 | +5.5% | 1,925 | 0.0% | 0.06% | +6.8% | |
| KHC | Kraft Heinz Co Com | $251,000 | +7.7% | 3,197 | 0.0% | 0.06% | +8.6% | |
| FCNCA | First Citizens Bancshares CL A | $251,000 | -2.7% | 1,000 | 0.0% | 0.06% | -1.6% | |
| IXP | Sell | Global Telecom (ishares)etf | $249,000 | +6.4% | 4,004 | -1.0% | 0.06% | +6.9% |
| CHE | Chemed Corp | $238,000 | -9.5% | 1,755 | 0.0% | 0.06% | -9.1% | |
| XLU | Sell | Utilities (SPDR)etf | $239,000 | +12.2% | 4,814 | -2.0% | 0.06% | +13.2% |
| LNT | Sell | Alliant Energy Corp | $241,000 | +10.0% | 3,249 | -7.1% | 0.06% | +9.1% |
| NOV | Sell | National Oilwell Varco | $234,000 | -62.4% | 7,534 | -59.5% | 0.06% | -61.9% |
| TGT | Sell | TARGET CORP | $230,000 | -12.2% | 2,799 | -22.5% | 0.06% | -10.8% |
| SDY | Sell | S&P Dividend ETFetf | $222,000 | -3.5% | 2,777 | -11.2% | 0.06% | -1.8% |
| CMCSA | Comcast Corp Cl A | $222,000 | +8.3% | 3,631 | 0.0% | 0.06% | +9.8% | |
| ORCL | Sell | Oracle Corporation | $220,000 | +0.9% | 5,373 | -10.0% | 0.06% | +1.9% |
| AFL | Aflac Inc | $219,000 | +5.3% | 3,470 | 0.0% | 0.06% | +5.8% | |
| CTSH | New | Cognizant Tech Solutions | $215,000 | – | 3,436 | +100.0% | 0.05% | – |
| SNPS | Synopsys Inc | $215,000 | +5.9% | 4,446 | 0.0% | 0.05% | +5.9% | |
| EWY | South Korea Index Fund | $215,000 | +6.4% | 4,063 | 0.0% | 0.05% | +8.0% | |
| ADP | Automatic Data Processing Inc | $216,000 | +5.9% | 2,406 | 0.0% | 0.05% | +5.9% | |
| BRKA | New | BERKSHIRE HATHAWAY INC DEL CL A | $213,000 | – | 1 | +100.0% | 0.05% | – |
| MCD | New | MCDONALDS CORP COM | $209,000 | – | 1,670 | +100.0% | 0.05% | – |
| SPY | Sell | S&P 500etf | $205,000 | -77.5% | 997 | -77.7% | 0.05% | -77.6% |
| CFFI | C & F Finl Corp | $203,000 | -1.9% | 5,320 | 0.0% | 0.05% | -1.9% | |
| AVX | Sell | AVX CORPORATION | $193,000 | -7.2% | 15,371 | -10.4% | 0.05% | -7.7% |
| SWZ | Swiss Helvetia Index Fund | $161,000 | -3.6% | 15,803 | 0.0% | 0.04% | -4.8% | |
| SIRI | SIRIUS XM HOLDINGS INC | $79,000 | -2.5% | 20,000 | 0.0% | 0.02% | 0.0% | |
| MDR | Sell | McDermott Intl | $61,000 | +1.7% | 14,900 | -16.4% | 0.02% | 0.0% |
| ECR | Eclipse Res Corp Com Isin #us2 | $17,000 | -19.0% | 11,700 | 0.0% | 0.00% | -20.0% | |
| KEGXQ | Key Energy Services Inc | $11,000 | -21.4% | 29,217 | 0.0% | 0.00% | 0.0% | |
| TM | Exit | Toyota Mtrs Corp Spon Adr | $0 | – | -1,858 | -100.0% | -0.06% | – |
| PAYX | Exit | PAYCHEX INC COM | $0 | – | -4,508 | -100.0% | -0.06% | – |
| TEVA | Exit | Teva Pharmaceutical Inds Ltd A | $0 | – | -4,645 | -100.0% | -0.08% | – |
| NEBLQ | Exit | NOBLE CORP PLC | $0 | – | -96,443 | -100.0% | -0.25% | – |
| BUD | Exit | Anheuser Busch | $0 | – | -12,938 | -100.0% | -0.40% | – |
| CLX | Exit | THE CLOROX COMPANY | $0 | – | -17,315 | -100.0% | -0.55% | – |
| JAH | Exit | JARDEN CORPORATION | $0 | – | -54,974 | -100.0% | -0.78% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -88,997 | -100.0% | -1.11% | – |
| PCP | Exit | PRECISION CASTPARTS CORP | $0 | – | -24,884 | -100.0% | -1.44% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-05-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORPORATION | 42 | Q3 2023 | 6.5% |
| APPLE INC | 42 | Q3 2023 | 6.2% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 42 | Q3 2023 | 3.4% |
| JPMORGAN CHASE & CO | 42 | Q3 2023 | 3.2% |
| TJX COS INC NEW | 42 | Q3 2023 | 2.8% |
| Proctor & Gamble Co | 42 | Q3 2023 | 2.9% |
| CISCO SYSTEMS INC | 42 | Q3 2023 | 3.0% |
| ABBVIE INC | 42 | Q3 2023 | 2.7% |
| PNC FINL SVCS GROUP INC | 42 | Q3 2023 | 2.2% |
| ABBOTT LABS | 42 | Q3 2023 | 1.9% |
View Smith Salley Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-10 |
View Smith Salley Wealth Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.