Smith, Salley & Associates Purchases and Sells in Q2 2025

Smith, Salley & Associates

$1.65 Billion
Q2 2025

Top Buys

Incresed Positions

154 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	139K + 21.15%	$94.31 - $157.99 $13.1M - $22M	798K $126M
MSFT	4.8K + 2.17%	$354.56 - $497.45 $1.7M - $2.39M	226K $112M
META	2.47K + 3.32%	$484.66 - $738.09 $1.19M - $1.82M	76.7K $56.6M
AMZN	7.45K + 2.91%	$167.32 - $223.3 $1.25M - $1.66M	263K $57.8M
JPM	3.91K + 2.36%	$210.28 - $289.91 $822K - $1.13M	169K $49.1M
MRVL	61.5K + 27.66%	$49.38 - $79.97 $3.04M - $4.92M	284K $22M

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SYK	5.17K New	$337.37 - $395.63 $1.74M - $2.04M	5.17K $2.04M
USB	14K New	$36.4 - $45.76 $508K - $639K	14K $631K
VBR	1.85K New	$162.76 - $195.77 $301K - $362K	1.85K $360K
PH	494 New	$517.23 - $700.54 $256K - $346K	494 $345K
VOOG	800 New	$299.15 - $396.54 $239K - $317K	800 $317K
DFUV	7.34K New	$36.25 - $42.28 $266K - $311K	7.34K $310K

Top Sells

Reduced Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MDT	-17.5K - 9.71%	$80.68 - $88.86 $1.41M - $1.56M	163K $14.2M
SCHD	-21.9K - 72.25%	$24.32 - $27.87 $532K - $610K	8.41K $222K
AMGN	-100 - 0.93%	$262.28 - $309.85 $26.2K - $31K	10.7K $2.99M
PAYX	-25 - 0.15%	$137.01 - $159.78 $3.43K - $3.99K	16.6K $2.42M
AZN	-1.14K - 6.81%	$64.87 - $75.0 $74.2K - $85.8K	15.7K $1.09M
RY	-1.44K - 40.2%	$108.36 - $131.55 $156K - $189K	2.14K $281K

Activity Summary All Purchases 174 New Holdings 20 Increased Positions 154 All Sells 44 Reductions 44 Sold out 0 Calls 0 Puts 0

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