$488 Million is the total value of Smith Salley Wealth Management's 277 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CAT | Caterpillar Inc | $662,000 | 0.0% | 7,140 | 0.0% | 0.14% | -1.4% | |
| HOFT | HOOKER FURNITURE CORP | $264,000 | -18.3% | 8,500 | 0.0% | 0.05% | -19.4% | |
| WHR | WHIRLPOOL | $257,000 | -5.9% | 1,500 | 0.0% | 0.05% | -7.0% | |
| BRKA | BERKSHIRE HATHAWAY INC DEL CL A | $250,000 | +2.5% | 1 | 0.0% | 0.05% | 0.0% | |
| DRI | DARDEN RESTAURANTS INC | $241,000 | +14.8% | 2,882 | 0.0% | 0.05% | +11.4% | |
| SIRI | SIRIUS XM HOLDINGS INC | $103,000 | +15.7% | 20,000 | 0.0% | 0.02% | +10.5% | |
| MDR | McDermott Intl | $74,000 | -8.6% | 10,900 | 0.0% | 0.02% | -11.8% |
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 2017-05-05
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.