Smith Salley Wealth Management

Q1 2024 13F Detailed Holdings

Location
Greensboro, NC
Holdings as of
3/31/2024
Value ($000)
$1,288,780
Num holdings
223
Date filed
5/2/2024
Form type
13F-HR
Prev filing
1/24/2024
Next filing
7/29/2024
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None