Smith, Salley & Associates Purchases in Q3 2025

Smith, Salley & Associates

  • $1.84 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CVS
Cvs Health Corp

Healthcare
254
+ 2.82%
$58.75 - $76.5 $14.9K - $19.4K
9.26K $697K
CSCO
Cisco Systems, Inc.

Technology
2.01K
+ 2.9%
$66.2 - $71.79 $133K - $144K
71.5K $4.89M
MPC
Marathon Petroleum Corp

Energy
30
+ 1.26%
$158.59 - $198.69 $4.76K - $5.96K
2.41K $464K
VEA
Vanguard Ftse Developed Market

ETFs
168
+ 0.84%
$56.02 - $60.3 $9.41K - $10.1K
20.1K $1.2M
AMGN
Amgen Inc

Healthcare
53
+ 0.5%
$271.18 - $309.22 $14.4K - $16.4K
10.8K $3.04M
SO
Southern CO

Utilities
227
+ 2.72%
$90.83 - $96.0 $20.6K - $21.8K
8.57K $811K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
140
+ 1.74%
$49.43 - $54.52 $6.92K - $7.63K
8.19K $443K
IWD
Ishares Russell 1000 Val ETF

ETFs
155
+ 11.38%
$192.76 - $203.86 $29.9K - $31.6K
1.52K $308K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.01%
$28.92 - $32.19 $28.9 - $32.2
16.1K $513K
XLG
Invesco Exchange Traded Fd Tr

ETFs
12
+ 0.16%
$51.78 - $57.89 $621 - $695
7.57K $435K
VIG
Vanguard Dividend Appreciation

ETFs
190
+ 1.71%
N/A
11.3K $2.06M
UBER
Uber Technologies, Inc

Technology
178
+ 7.22%
$86.91 - $99.57 $15.5K - $17.7K
2.64K $258K
VTV
Vanguard Value ETF

ETFs
21
+ 1.53%
$175.51 - $186.57 $3.69K - $3.92K
1.4K $260K
CRWD
Crowd Strike Holdings, Inc.

Technology
89
+ 6.49%
$412.46 - $514.1 $36.7K - $45.8K
1.46K $715K
FREL
Fidelity Covington Tr Msci Rea

ETFs
57
+ 0.34%
$26.84 - $28.32 $1.53K - $1.61K
16.7K $464K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
59
+ 0.57%
$72.01 - $74.44 $4.25K - $4.39K
10.4K $766K
PG
Procter & Gamble CO

Consumer Defensive
5.77K
+ 3.7%
$150.47 - $161.22 $868K - $930K
162K $24.9M
SENS
Senseonics Holdings, Inc.

Healthcare
6K
+ 10.91%
$0.43 - $0.58 $2.58K - $3.48K
61K $26K
Or Royalties Inc.
5.7K
New
N/A
5.7K $0
Linde PLC
1.87K
+ 3.62%
N/A
53.4K $0
Blackrock Inc
644
+ 21.11%
N/A
3.7K $0
Ge Vernova Inc
375
New
N/A
375 $0
Arista Networks Inc
8.76K
+ 4.76%
N/A
193K $0
American Healthcare Reit Inc
5.23K
New
N/A
5.23K $0
CME
Cme Group Inc.

Financial Services
117
+ 1.42%
$258.83 - $287.1 $30.3K - $33.6K
8.35K $2.26M
SYK
Stryker Corp

Healthcare
317
+ 6.13%
$368.57 - $403.53 $117K - $128K
5.49K $2.03M
APD
Air Products & Chemicals, Inc.

Basic Materials
139
+ 2.19%
$265.78 - $299.3 $36.9K - $41.6K
6.48K $1.77M
ISRG
Intuitive Surgical Inc

Healthcare
981
+ 20.18%
$433.66 - $544.47 $425K - $534K
5.84K $2.61M
UPS
United Parcel Service Inc

Industrials
96
+ 2.75%
$82.58 - $105.54 $7.93K - $10.1K
3.59K $300K
MCO
Moodys Corp

Financial Services
343
+ 3.28%
$472.69 - $521.32 $162K - $179K
10.8K $5.15M
MDLZ
Mondelez International, Inc.

Consumer Defensive
42
+ 0.13%
$60.9 - $70.75 $2.56K - $2.97K
31.9K $1.99M
IBM
International Business Machines Corp

Technology
65
+ 0.46%
$234.77 - $292.47 $15.3K - $19K
14.1K $3.98M
MELI
Mercadolibre Inc

Consumer Cyclical
63
+ 3.86%
$2292.04 - $2514.05 $144K - $158K
1.7K $3.96M
V
Visa Inc.

Financial Services
3.1K
+ 2.69%
$332.09 - $358.86 $1.03M - $1.11M
118K $40.3M
SPGI
S&P Global Inc.

Financial Services
527
+ 1.37%
$484.94 - $564.15 $256K - $297K
38.9K $18.9M
ACN
Accenture PLC

Technology
1.42K
+ 2.52%
$232.56 - $304.78 $330K - $432K
57.5K $14.2M
Activity Summary
Buys All Purchases 137 New Holdings 17 Increased Positions 120 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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