Smith, Salley & Associates Incresed Positions in Q3 2025

Smith, Salley & Associates

  • $1.84 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
10.4K
+ 1.3%
$153.3 - $186.58 $1.59M - $1.94M
808K $151M
AAPL
Apple Inc.

Technology
3.4K
+ 0.83%
$202.38 - $256.87 $687K - $872K
410K $104M
GOOG
Alphabet Inc.

Communication Services
8.97K
+ 3.38%
$175.16 - $255.24 $1.57M - $2.29M
274K $66.7M
LLY
Eli Lilly & CO

Healthcare
17.8K
+ 1043.74%
$625.65 - $812.69 $11.1M - $14.4M
19.5K $14.8M
AVGO
Broadcom Inc.

Technology
15.2K
+ 18.71%
$264.74 - $369.57 $4.03M - $5.63M
96.7K $31.9M
MSFT
Microsoft Corp

Technology
9.14K
+ 4.05%
$491.09 - $535.64 $4.49M - $4.89M
235K $122M
AZN
Astrazeneca PLC

Healthcare
121K
+ 770.41%
$68.72 - $82.11 $8.29M - $9.9M
136K $10.5M
CL
Colgate Palmolive CO

Consumer Defensive
110K
+ 698.5%
$79.36 - $93.33 $8.73M - $10.3M
126K $10.1M
ABBV
Abb Vie Inc.

Healthcare
4.91K
+ 3.19%
$184.85 - $231.54 $908K - $1.14M
159K $36.8M
TJX
Tjx Companies Inc

Consumer Cyclical
6.69K
+ 2.45%
$121.35 - $144.54 $812K - $967K
280K $40.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.77K
+ 3.1%
$404.94 - $499.99 $717K - $885K
58.8K $28.5M
ASML
Asml Holding Nv

Technology
130
+ 0.44%
$689.63 - $968.09 $89.7K - $126K
29.9K $29M
LOW
Lowes Companies Inc

Consumer Cyclical
3.58K
+ 2.76%
$215.01 - $273.02 $769K - $977K
133K $33.4M
NEE
Nextera Energy Inc

Utilities
13.2K
+ 3.9%
$69.77 - $77.54 $920K - $1.02M
351K $26.5M
ADP
Automatic Data Processing Inc

Industrials
8.85K
+ 945.83%
$288.69 - $310.94 $2.56M - $2.75M
9.79K $2.87M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.7K
+ 1.69%
$459.11 - $506.91 $779K - $860K
102K $51.5M
AMZN
Amazon Com Inc

Consumer Cyclical
11.4K
+ 4.33%
$211.65 - $238.24 $2.41M - $2.72M
275K $60.3M
JNJ
Johnson & Johnson

Healthcare
5.48K
+ 11.93%
$155.17 - $185.42 $851K - $1.02M
51.4K $9.54M
MU
Micron Technology Inc

Technology
14K
+ 462.09%
$104.88 - $168.89 $1.47M - $2.37M
17.1K $2.86M
UNH
Unitedhealth Group Inc

Healthcare
6.08K
+ 89.48%
$237.77 - $353.61 $1.45M - $2.15M
12.9K $4.45M
CAT
Caterpillar Inc

Industrials
2.2K
+ 16.88%
$390.92 - $477.15 $862K - $1.05M
15.3K $7.28M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
40.6K
+ 24.45%
$52.39 - $53.11 $2.13M - $2.16M
207K $11M
MRVL
Marvell Technology, Inc.

Technology
2.31K
+ 0.81%
$62.31 - $84.07 $144K - $194K
286K $24.1M
CW
Curtiss Wright Corp

Industrials
467
+ 1.44%
$472.43 - $542.94 $221K - $254K
33K $17.9M
META
Meta Platforms, Inc.

Communication Services
2.86K
+ 3.72%
$695.21 - $791.73 $1.99M - $2.26M
79.6K $58.5M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.47K
+ 3.29%
$185.88 - $207.44 $459K - $513K
77.6K $15.6M
COP
Conocophillips

Energy
16.1K
+ 175.19%
$91.0 - $98.99 $1.46M - $1.59M
25.3K $2.39M
XOM
Exxon Mobil Corp

Energy
10.6K
+ 16.49%
$105.83 - $117.22 $1.13M - $1.25M
75.2K $8.48M
BAC
Bank Of America Corp

Financial Services
16.2K
+ 12.9%
$44.92 - $52.42 $726K - $848K
142K $7.3M
TSLA
Tesla, Inc.

Consumer Cyclical
1.51K
+ 27.62%
$293.94 - $444.72 $444K - $672K
6.99K $3.11M
ADI
Analog Devices Inc

Technology
2.1K
+ 1.95%
$220.68 - $255.63 $463K - $536K
109K $26.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.49K
+ 32.78%
$546.99 - $602.2 $813K - $895K
6.02K $3.61M
MS
Morgan Stanley

Financial Services
4.38K
+ 20.47%
$139.09 - $161.16 $609K - $705K
25.7K $4.09M
PEP
Pepsico Inc

Consumer Defensive
106
+ 0.08%
$133.81 - $152.16 $14.2K - $16.1K
127K $17.9M
MBB
Ishares Tr

ETFs
8.93K
+ 6.27%
$92.46 - $95.73 $826K - $855K
152K $14.4M
WMT
Walmart Inc.

Consumer Defensive
6.1K
+ 8.1%
$94.4 - $104.27 $576K - $636K
81.5K $8.4M
CBRE
Cbre Group, Inc.

Real Estate
5.79K
+ 135.85%
$137.04 - $165.9 $793K - $961K
10.1K $1.58M
UNP
Union Pacific Corp

Industrials
1.88K
+ 2.43%
$214.91 - $237.16 $404K - $446K
79.4K $18.8M
HD
Home Depot, Inc.

Consumer Cyclical
136
+ 0.69%
$357.4 - $423.42 $48.6K - $57.6K
19.9K $8.07M
AMAT
Applied Materials Inc

Technology
3.49K
+ 154.95%
$156.25 - $204.95 $545K - $715K
5.74K $1.18M
MCD
Mcdonalds Corp

Consumer Cyclical
2.13K
+ 22.79%
$291.67 - $316.99 $621K - $675K
11.5K $3.49M
PH
Parker Hannifin Corp

Industrials
922
+ 186.64%
$697.13 - $769.67 $643K - $710K
1.42K $1.07M
ETN
Eaton Corp PLC

Industrials
928
+ 5.85%
$342.99 - $392.76 $318K - $364K
16.8K $6.29M
BX
Blackstone Inc.

Financial Services
2.02K
+ 16.26%
$152.77 - $188.68 $308K - $380K
14.4K $2.46M
CRM
Salesforce, Inc.

Technology
3.97K
+ 41.41%
$231.66 - $273.65 $919K - $1.09M
13.5K $3.21M
ELV
Elevance Health, Inc.

Healthcare
8.23K
+ 26.01%
$274.66 - $395.76 $2.26M - $3.26M
39.9K $12.9M
NOW
Service Now, Inc.

Technology
929
+ 34.91%
$850.86 - $1044.69 $790K - $971K
3.59K $3.3M
KO
Coca Cola CO

Consumer Defensive
12.7K
+ 19.42%
$65.67 - $71.67 $836K - $912K
78.2K $5.19M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
8.01K
+ 6.44%
$52.55 - $54.37 $421K - $436K
132K $7.16M
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
Track This Portfolio

Track Smith, Salley & Associates Portfolio

Follow Smith, Salley & Associates and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email