Smith Chas P & Associates Pa Cpas has filed its 13F form on April 25, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.65 Billion distributed in 152 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $88.8M, Microsoft Corp with a value of $87.4M, Home Depot, Inc. with a value of $78.2M, Berkshire Hathaway Inc Class B with a value of $78M, and Jpmorgan Chase & CO with a value of $77.8M.
Examining the 13F form we can see an increase of $137M in the current position value, from $1.52B to 1.65B.
Below you can find more details about Smith Chas P & Associates Pa Cpas portfolio as well as his latest detailed transactions.
Portfolio value
$1.65 Billion
ETFs: $313 Million
Financial Services: $267 Million
Technology: $236 Million
Consumer Defensive: $219 Million
Consumer Cyclical: $182 Million
Healthcare: $171 Million
Communication Services: $111 Million
Industrials: $109 Million
Other: $45.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions