Smith, Salley & Associates Portfolio Holdings
Smith, Salley & Associates
- $1.46 Billion
- Q1 2025
Smith, Salley & Associates has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.46 Billion distributed in 245 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $88.5M, Microsoft Corp with a value of $83M, Nvidia Corp with a value of $71.4M, Berkshire Hathaway Inc Class B with a value of $52.3M, and Amazon Com Inc with a value of $48.7M.
Examining the 13F form we can see an decrease of $37.5M in the current position value, from $1.5B to 1.46B.
Below you can find more details about Smith, Salley & Associates portfolio as well as his latest detailed transactions.
Portfolio value
$1.46 Billion
Technology: $370 Million
Financial Services: $255 Million
Healthcare: $159 Million
Industrials: $154 Million
Consumer Cyclical: $145 Million
ETFs: $124 Million
Communication Services: $103 Million
Consumer Defensive: $73.6 Million
Other: $73.9 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 245
- Current Value $1.46 Billion
- Prior Value $1.5 Billion
- Filing
- Period Q1 2025
- Filing Date April 25, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 19 stocks
- Additional Purchases 129 stocks
- Sold out of 0 stocks
- Reduced holdings in 74 stocks