Smith Salley Wealth Management

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Greensboro, NC
CIK
0001482012
Alternate names
Smith, Salley & Associates
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 235 1,529,665 MSFT, AAPL, NVDA, AMZN 13F-HR 10/24/2024 000106299324017911
Q2 2024 225 1,393,330 MSFT, NVDA, AAPL, AMZN 13F-HR 7/29/2024 000106299324014128
Q1 2024 222 1,288,780 MSFT, AAPL, NVDA, AMZN 13F-HR 5/2/2024 000106299324009213
Q4 2023 242 1,547,580 MSFT, AAPL, BRK-B, AMZN 13F-HR 1/24/2024 000106299324001206
Q3 2023 229 1,347,898 MSFT, AAPL, BRK-B, GOOG 13F-HR 10/27/2023 000106299323019749
Q2 2023 226 1,355,514 MSFT, AAPL, BRK-B, AMZN 13F-HR 8/4/2023 000106299323015853
Q1 2023 226 1,257,157 MSFT, AAPL, BRK-B, ABBV 13F-HR 5/3/2023 000106299323010002
Q4 2022 223 1,169,087 MSFT, AAPL, BRK-B, ABBV 13F-HR 2/3/2023 000106299323002080
Q3 2022 215 1,074,861 MSFT, AAPL, BRK-B, AMZN 13F-HR 11/1/2022 000106299322021319
Q2 2022 228 1,155,853 MSFT, AAPL, BRK-B, ABBV 13F-HR 8/1/2022 000106299322016934
Q1 2022 239 1,324,176 MSFT, AAPL, AMZN, BRK-B 13F-HR 5/10/2022 000106299322011952
Q4 2021 253 1,411,874 MSFT, AAPL, AMZN, GOOG 13F-HR 2/10/2022 000106299322003411
Q3 2021 252 1,270,779 MSFT, AAPL, AMZN, JPST 13F-HR 11/5/2021 000106299321010303
Q2 2021 249 1,235,469 MSFT, AAPL, AMZN, GOOG 13F-HR 8/9/2021 000106299321007210
Q1 2021 230 1,114,163 MSFT, AAPL, AMZN, JPM 13F-HR 4/30/2021 000106299321003974
Q4 2020 213 987,192 AAPL, MSFT, AMZN, TJX 13F-HR 1/28/2021 000106299321000667
Q3 2020 189 827,095 AAPL, MSFT, AMZN, PG 13F-HR 11/5/2020 000106299320005392
Q2 2020 190 749,323 MSFT, AAPL, AMZN, ABBV 13F-HR 8/4/2020 000106299320003621
Q1 2020 178 601,193 MSFT, AAPL, PG, AMZN 13F-HR 4/24/2020 000106299320001924
Q4 2019 197 758,362 MSFT, AAPL, JPM, BRK-B 13F-HR 1/27/2020 000106299320000320
Q3 2019 189 703,687 MSFT, AAPL, JPM, BRK-B 13F-HR 10/30/2019 000106299319004085
Q2 2019 190 663,277 MSFT, AAPL, BRK-B, JPM 13F-HR 7/12/2019 000106299319002890
Q1 2019 173 621,286 MSFT, AAPL, CSCO, BRK-B 13F-HR 5/3/2019 000106299319001987
Q4 2018 170 543,245 MSFT, SPY, BRK-B, AAPL 13F-HR 2/5/2019 000106299319000498
Q3 2018 188 633,680 MSFT, AAPL, BRK-B, JPM 13F-HR 11/6/2018 000106299318004379
Q2 2018 180 584,072 MSFT, AAPL, JPM, BRK-B 13F-HR 8/10/2018 000106299318003274
Q1 2018 176 557,825 MSFT, BRK-B, JPM, AAPL 13F-HR 5/9/2018 000106299318002030
Q4 2017 180 558,348 MSFT, BRK-B, AAPL, JPM 13F-HR 2/12/2018 000106299318000605
Q3 2017 171 522,193 MSFT, BRK-B, AAPL, DD 13F-HR 11/2/2017 000106299317004623
Q2 2017 171 497,437 MSFT, AAPL, BRK-B, JPM 13F-HR 7/25/2017 000106299317003385
Q1 2017 277 487,810 MSFT, AAPL, BRK-B, JPM 13F-HR 5/5/2017 000106299317002238
Q4 2016 253 480,290 MSFT, AAPL, BRK-B, JPM 13F-HR 2/1/2017 000106299317000477
Q3 2016 245 450,986 MSFT, AAPL, KMI, PG 13F-HR 11/14/2016 000106299316012212
Q2 2016 252 429,182 MSFT, GE, AAPL, VZ 13F-HR 7/29/2016 000106299316010741
Q1 2016 248 399,035 MSFT, AAPL, GE, VZ 13F-HR 5/10/2016 000106299316009536
Q4 2015 255 401,142 MSFT, GE, BRK-B, AAPL 13F-HR 2/10/2016 000106299316007595
Q3 2015 249 370,593 MSFT, AAPL, GE, BRK-B 13F-HR 11/12/2015 000106299315005983
Q2 2015 259 392,826 AAPL, MSFT, GE, BRK-B 13F-HR 8/11/2015 000106299315004310
Q1 2015 267 392,410 AAPL, BRK-B, GE, MSFT 13F-HR 5/5/2015 000106299315002395
Q4 2014 274 385,296 AAPL, BRK-B, CSCO, MSFT 13F-HR 2/4/2015 000106299315000473
Q3 2014 254 376,870 AAPL, BRK-B, GVI, MSFT 13F-HR 11/12/2014 000106299314006451
Q2 2014 288 374,497 AAPL, GVI, BRK-B, RTX 13F-HR 8/13/2014 000106299314004798
Q1 2014 111 159,992 AAPL, BAC, MSFT, BRK-B 13F-HR 5/12/2014 000106299314002738
Q4 2013 104 153,268 AAPL, BAC, BRK-B, MSFT 13F-HR 2/11/2014 000106299314000605