Smith, Salley & Associates Purchases and Sells in Q1 2025

Smith, Salley & Associates

$1.46 Billion
Q1 2025

Top Buys

Incresed Positions

129 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	247 + 0.25%	$442.66 - $534.52 $109K - $132K	98.2K $52.3M
RTX	13.8K + 7.06%	$114.1 - $135.66 $1.58M - $1.88M	210K $27.8M
MBB	48.6K + 72.43%	$90.37 - $94.08 $4.4M - $4.58M	116K $10.9M
V	1.13K + 1.02%	$306.92 - $362.71 $346K - $408K	112K $39.1M
ABT	4.8K + 2.78%	$111.1 - $140.22 $533K - $673K	177K $23.5M
CVX	1.86K + 1.52%	$146.71 - $167.97 $273K - $313K	125K $20.8M

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHYG	98.3K New	$42.38 - $43.28 $4.16M - $4.25M	98.3K $4.18M
NOW	2.28K New	$783.83 - $1170.39 $1.78M - $2.66M	2.28K $1.81M
BKNG	393 New	$4295.4 - $5141.88 $1.69M - $2.02M	393 $1.81M
VRT	19.6K New	N/A	19.6K $1.7M
BRK-A	1 New	$663000.0 - $801950.0 $663K - $802K	1 $798K
SCHX	33.9K New	$21.75 - $24.28 $737K - $823K	33.9K $748K

Top Sells

Reduced Positions

74 operations

Stock	Shares change	Price Range	Shares Held	Trade History
META	-6.74K - 8.31%	$576.36 - $736.67 $3.88M - $4.96M	74.3K $42.8M
NXPI	-15.3K - 15.69%	$189.99 - $245.86 $2.91M - $3.76M	82.3K $15.6M
JPM	-22.9K - 12.14%	$225.19 - $279.95 $5.15M - $6.4M	165K $40.6M
STZ	-2.46K - 3.45%	$161.05 - $222.93 $396K - $548K	68.8K $12.6M
MRK	-15.2K - 9.05%	$83.01 - $101.02 $1.26M - $1.54M	153K $13.7M
HD	-1.63K - 8.01%	$347.25 - $424.87 $566K - $693K	18.7K $6.86M

Activity Summary All Purchases 148 New Holdings 19 Increased Positions 129 All Sells 74 Reductions 74 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Smith, Salley & Associates, based on Form 13F filings with the SEC.

News

Stay updated on Smith, Salley & Associates with notifications on news.