Smith, Salley & Associates Purchases in Q2 2025

Smith, Salley & Associates

  • $1.65 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TFC
Truist Financial Corp

Financial Services
10.6K
+ 102.64%
$34.79 - $42.99 $369K - $457K
21K $901K
ISRG
Intuitive Surgical Inc

Healthcare
444
+ 10.05%
$451.58 - $565.94 $201K - $251K
4.86K $2.64M
DLR
Digital Realty Trust, Inc.

Real Estate
446
+ 3.89%
$136.11 - $177.69 $60.7K - $79.2K
11.9K $2.08M
SPY
Spdr S&P 500 ETF Trust

ETFs
262
+ 5.67%
$496.48 - $617.85 $130K - $162K
4.89K $3.02M
SNPS
Synopsys Inc

Technology
357
+ 13.43%
$380.9 - $517.66 $136K - $185K
3.02K $1.55M
HON
Honeywell International Inc

Industrials
456
+ 3.39%
$182.86 - $232.88 $83.4K - $106K
13.9K $3.24M
HD
Home Depot, Inc.

Consumer Cyclical
1.05K
+ 5.62%
$335.24 - $380.78 $353K - $401K
19.8K $7.25M
HBAN
Huntington Bancshares Inc

Financial Services
5.21K
+ 3.06%
$12.49 - $16.76 $65K - $87.3K
175K $2.94M
VBR
Vanguard Small Cap Value ETF

ETFs
1.85K
New
$162.76 - $195.77 $301K - $362K
1.85K $360K
XLY
Select Sector Spdr Consumer Di

ETFs
1.3K
+ 38.64%
$176.34 - $218.59 $229K - $284K
4.66K $1.01M
CRM
Salesforce, Inc.

Technology
1.11K
+ 13.11%
$236.26 - $291.15 $262K - $323K
9.58K $2.61M
UNH
Unitedhealth Group Inc

Healthcare
3.39K
+ 99.82%
$274.35 - $599.47 $931K - $2.03M
6.79K $2.12M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
800
New
$299.15 - $396.54 $239K - $317K
800 $317K
PM
Philip Morris International Inc.

Consumer Defensive
1.27K
+ 35.22%
$149.23 - $184.95 $190K - $235K
4.88K $888K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
7.34K
New
$36.25 - $42.28 $266K - $311K
7.34K $310K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
713
+ 1.34%
$61.08 - $74.04 $43.6K - $52.8K
53.8K $3.98M
PLTR
Palantir Technologies Inc.

Technology
2.14K
New
$74.01 - $144.25 $158K - $308K
2.14K $291K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
155
+ 0.5%
$60.99 - $77.53 $9.45K - $12K
30.9K $2.4M
ADP
Automatic Data Processing Inc

Industrials
936
New
$276.76 - $326.81 $259K - $306K
936 $288K
CRWD
Crowd Strike Holdings, Inc.

Technology
173
+ 14.44%
$321.63 - $509.31 $55.6K - $88.1K
1.37K $698K
FDN
First Tr Fd Dow Jones

ETFs
1K
New
$200.29 - $269.33 $200K - $269K
1K $269K
NEE
Nextera Energy Inc

Utilities
10.8K
+ 3.29%
$64.11 - $75.0 $690K - $807K
338K $23.4M
CEG
Constellation Energy Corp

Utilities
809
New
$170.96 - $322.76 $138K - $261K
809 $261K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.61K
New
$83.54 - $100.04 $218K - $262K
2.61K $260K
CBRE
Cbre Group, Inc.

Real Estate
1.66K
+ 64.05%
$113.94 - $140.12 $190K - $233K
4.26K $597K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
193
+ 7.31%
$456.74 - $568.03 $88.2K - $110K
2.83K $1.61M
SHOP
Shopify Inc.

Technology
2.18K
New
$76.89 - $115.35 $167K - $251K
2.18K $251K
KO
Coca Cola CO

Consumer Defensive
4.29K
+ 7.0%
$68.37 - $73.9 $293K - $317K
65.5K $4.64M
ADBE
Adobe Inc.

Technology
633
New
$340.0 - $420.68 $215K - $266K
633 $244K
FDIS
Fidelity Covington Tr Msci Con

ETFs
105
+ 0.43%
$75.33 - $94.56 $7.91K - $9.93K
24.3K $2.28M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.55K
New
$91.43 - $91.74 $233K - $234K
2.55K $233K
DIS
Walt Disney CO

Communication Services
1.88K
New
$81.72 - $124.01 $154K - $233K
1.88K $233K
VHT
Vanguard Health Care ETF

ETFs
1K
+ 102.04%
$236.71 - $261.92 $237K - $262K
1.98K $491K
UBER
Uber Technologies, Inc

Technology
2.46K
New
$64.62 - $93.3 $159K - $230K
2.46K $229K
VV
Vanguard Large Cap ETF

ETFs
762
New
$228.25 - $285.3 $174K - $217K
762 $217K
VB
Vanguard Small Cap ETF

ETFs
913
New
$193.73 - $237.37 $177K - $217K
913 $216K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
754
New
$179.95 - $278.88 $136K - $210K
754 $210K
VBK
Vanguard Small Cap Growth ETF

ETFs
726
New
$219.76 - $276.94 $160K - $201K
726 $201K
LMT
Lockheed Martin Corp

Industrials
257
+ 5.49%
$430.82 - $486.45 $111K - $125K
4.93K $2.29M
ECL
Ecolab Inc.

Basic Materials
289
+ 3.94%
$225.65 - $270.95 $65.2K - $78.3K
7.62K $2.05M
T
At&T Inc.

Communication Services
3.76K
+ 3.13%
$26.33 - $28.94 $98.9K - $109K
124K $3.59M
IWM
Ishares Russell 2000 ETF

ETFs
797
+ 78.6%
$174.82 - $215.79 $139K - $172K
1.81K $390K
AMAT
Applied Materials Inc

Technology
697
+ 44.85%
$126.95 - $183.52 $88.5K - $128K
2.25K $412K
ENB
Enbridge Inc

Energy
2.4K
+ 3.75%
$41.09 - $47.16 $98.6K - $113K
66.4K $3.01M
VRT
Vertiv Holdings CO

Industrials
1.98K
+ 10.11%
N/A
21.6K $1.87M
MAR
Marriott International Inc

Consumer Cyclical
8
+ 0.17%
$211.12 - $274.14 $1.69K - $2.19K
4.76K $1.3M
PANW
Palo Alto Networks Inc

Technology
544
+ 34.04%
$152.44 - $204.64 $82.9K - $111K
2.14K $438K
XLF
Financial Sector Spdr

ETFs
1.8K
+ 6.97%
$43.92 - $52.37 $79.1K - $94.4K
27.7K $1.45M
VEA
Vanguard Ftse Developed Market

ETFs
600
+ 3.1%
$45.65 - $57.01 $27.4K - $34.2K
19.9K $1.14M
Activity Summary
Buys All Purchases 174 New Holdings 20 Increased Positions 154 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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