$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 | 45 | Q2 2024 | 6.7% |
APPLE INC | 45 | Q2 2024 | 6.2% |
BERKSHIRE HATHAWAY INC DEL CL B NEW | 45 | Q2 2024 | 3.4% |
JPMORGAN CHASE & CO. | 45 | Q2 2024 | 3.2% |
TJX COS INC NEW | 45 | Q2 2024 | 2.8% |
Proctor & Gamble Co | 45 | Q2 2024 | 2.9% |
CISCO SYSTEMS INC | 45 | Q2 2024 | 3.0% |
ABBVIE INC | 45 | Q2 2024 | 2.7% |
PNC FINL SVCS GROUP INC | 45 | Q2 2024 | 2.2% |
ABBOTT LABS | 45 | Q2 2024 | 1.9% |
View Smith Salley Wealth Management's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-02 |
13F-HR | 2024-07-29 |
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 |
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.