Smith, Salley & Associates Purchases in Q4 2024

Smith, Salley & Associates

  • $1.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CW
Curtiss Wright Corp

Industrials
31.2K
New
$335.08 - $389.49 $10.5M - $12.2M
31.2K $11.1M
NVDA
Nvidia Corp

Technology
17.8K
+ 2.8%
$117.0 - $148.88 $2.08M - $2.65M
653K $87.6M
GOOG
Alphabet Inc.

Communication Services
23.4K
+ 10.13%
$163.08 - $198.16 $3.81M - $4.63M
254K $48.4M
AMZN
Amazon Com Inc

Consumer Cyclical
5.97K
+ 2.41%
$180.88 - $232.93 $1.08M - $1.39M
254K $55.6M
AAPL
Apple Inc.

Technology
3.16K
+ 0.81%
$221.69 - $259.02 $700K - $817K
394K $98.7M
MRVL
Marvell Technology, Inc.

Technology
9.44K
+ 5.65%
$70.31 - $124.78 $664K - $1.18M
177K $19.5M
JPM
Jpmorgan Chase & CO

Financial Services
1.42K
+ 0.76%
$205.18 - $250.29 $291K - $355K
188K $45.1M
V
Visa Inc.

Financial Services
1.28K
+ 1.17%
$273.87 - $320.91 $351K - $411K
111K $34.9M
META
Meta Platforms, Inc.

Communication Services
3.23K
+ 4.16%
$554.08 - $632.68 $1.79M - $2.05M
81K $47.8M
GOOGL
Alphabet Inc.

Communication Services
7.79K
+ 11.18%
$161.86 - $196.66 $1.26M - $1.53M
77.5K $14.7M
AGZ
Ishares Agency Bond ETF

ETFs
19.5K
New
$107.68 - $110.37 $2.1M - $2.15M
19.5K $2.1M
MA
Mastercard Inc

Financial Services
928
+ 1.93%
$491.3 - $536.15 $456K - $498K
49.1K $25.8M
ASML
Asml Holding Nv

Technology
7.18K
+ 34.04%
$658.43 - $872.27 $4.73M - $6.26M
28.3K $19.6M
MKL
Markel Corp

Financial Services
69
+ 0.76%
$1542.01 - $1785.11 $106K - $123K
9.12K $15.8M
BX
Blackstone Inc.

Financial Services
8.66K
New
$148.45 - $199.05 $1.29M - $1.72M
8.66K $1.49M
AME
Ametek Inc

Industrials
1.9K
+ 1.5%
$165.89 - $197.38 $315K - $375K
129K $23.2M
TJX
Tjx Companies Inc

Consumer Cyclical
4.51K
+ 1.74%
$112.15 - $127.2 $506K - $574K
263K $31.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.04K
+ 56.41%
$567.81 - $607.81 $1.16M - $1.24M
5.65K $3.31M
TSLA
Tesla, Inc.

Consumer Cyclical
1.3K
+ 44.38%
$213.65 - $479.86 $277K - $622K
4.22K $1.7M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
7.31K
New
$104.54 - $137.94 $764K - $1.01M
7.31K $888K
CASY
Caseys General Stores Inc

Consumer Cyclical
548
+ 1.87%
$366.65 - $427.88 $201K - $234K
29.8K $11.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.85K
+ 56.91%
$126.68 - $134.74 $615K - $654K
13.4K $1.71M
WFC
Wells Fargo & Company

Financial Services
512
+ 1.22%
$54.98 - $77.35 $28.1K - $39.6K
42.3K $2.97M
PNC
Pnc Financial Services Group, Inc.

Financial Services
553
+ 0.89%
$178.39 - $215.0 $98.6K - $119K
63K $12.2M
XLY
Select Sector Spdr Consumer Di

ETFs
2.32K
+ 67.46%
$194.8 - $239.43 $451K - $555K
5.75K $1.29M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
3.58K
+ 7.35%
$63.19 - $73.31 $226K - $263K
52.4K $3.6M
MS
Morgan Stanley

Financial Services
239
+ 1.15%
$104.42 - $134.99 $25K - $32.3K
20.9K $2.63M
NFLX
Netflix Inc

Communication Services
218
+ 14.65%
$687.65 - $936.56 $150K - $204K
1.71K $1.52M
CRM
Salesforce, Inc.

Technology
418
+ 8.32%
$270.87 - $367.87 $113K - $154K
5.44K $1.82M
IVV
Ishares Core S&P 500 ETF

ETFs
707
+ 44.72%
$570.51 - $610.59 $403K - $432K
2.29K $1.35M
AXON
Axon Enterprise, Inc.

Industrials
678
New
$399.22 - $689.78 $271K - $468K
678 $402K
CRWD
Crowd Strike Holdings, Inc.

Technology
1.1K
New
$275.15 - $388.2 $302K - $426K
1.1K $375K
HUBS
Hubspot Inc

Technology
500
New
$514.07 - $757.4 $257K - $379K
500 $348K
ACN
Accenture PLC

Technology
1.2K
+ 2.3%
$343.9 - $376.86 $414K - $454K
53.6K $18.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
419
+ 14.74%
$481.22 - $538.17 $202K - $225K
3.26K $1.67M
MCO
Moodys Corp

Financial Services
593
+ 6.51%
$454.04 - $500.88 $269K - $297K
9.71K $4.6M
HBAN
Huntington Bancshares Inc

Financial Services
376
+ 0.22%
$14.18 - $18.2 $5.33K - $6.84K
169K $2.75M
DLR
Digital Realty Trust, Inc.

Real Estate
495
+ 4.65%
$156.46 - $195.69 $77.4K - $96.9K
11.1K $1.98M
IWF
Ishares Russell 1000 Gr ETF

ETFs
407
+ 14.29%
$370.24 - $418.94 $151K - $171K
3.26K $1.31M
PANW
Palo Alto Networks Inc

Technology
1.3K
New
$181.96 - $405.9 $236K - $527K
1.3K $236K
PGR
Progressive Corp

Financial Services
1.34K
+ 20.82%
$239.6 - $268.88 $320K - $359K
7.76K $1.86M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.27K
New
$100.16 - $100.7 $228K - $229K
2.27K $227K
VUG
Vanguard Growth ETF

ETFs
161
+ 2.76%
$378.79 - $428.11 $61K - $68.9K
5.99K $2.46M
DFS
Discover Financial Services

Financial Services
1.27K
New
$136.3 - $182.67 $173K - $231K
1.27K $219K
DAL
Delta Air Lines, Inc.

Industrials
3.51K
New
$47.46 - $65.77 $166K - $231K
3.51K $212K
SHOP
Shopify Inc.

Technology
1.97K
New
$78.14 - $119.49 $154K - $236K
1.97K $209K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.45K
New
$55.73 - $66.16 $192K - $228K
3.45K $208K
GS
Goldman Sachs Group Inc

Financial Services
363
New
$486.1 - $608.57 $176K - $221K
363 $207K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.14K
New
$176.42 - $186.91 $200K - $212K
1.14K $202K
Activity Summary
Buys All Purchases 124 New Holdings 19 Increased Positions 105 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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