Smith, Salley & Associates Incresed Positions in Q2 2025

Smith, Salley & Associates

  • $1.65 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
PM
Philip Morris International Inc.

Consumer Defensive
1.27K
+ 35.22%
$149.23 - $184.95 $190K - $235K
4.88K $888K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
155
+ 0.5%
$60.99 - $77.53 $9.45K - $12K
30.9K $2.4M
CRWD
Crowd Strike Holdings, Inc.

Technology
173
+ 14.44%
$321.63 - $509.31 $55.6K - $88.1K
1.37K $698K
NEE
Nextera Energy Inc

Utilities
10.8K
+ 3.29%
$64.11 - $75.0 $690K - $807K
338K $23.4M
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
KO
Coca Cola CO

Consumer Defensive
4.29K
+ 7.0%
$68.37 - $73.9 $293K - $317K
65.5K $4.64M
FDIS
Fidelity Covington Tr Msci Con

ETFs
105
+ 0.43%
$75.33 - $94.56 $7.91K - $9.93K
24.3K $2.28M
VHT
Vanguard Health Care ETF

ETFs
1K
+ 102.04%
$236.71 - $261.92 $237K - $262K
1.98K $491K
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
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.69K
+ 1.03%
$51.68 - $52.76 $87.2K - $89.1K
166K $8.76M
CME
Cme Group Inc.

Financial Services
211
+ 2.63%
$252.37 - $290.71 $53.3K - $61.3K
8.23K $2.27M
MU
Micron Technology Inc

Technology
337
+ 12.47%
$64.72 - $127.91 $21.8K - $43.1K
3.04K $374K
VLO
Valero Energy Corp

Energy
1.01K
+ 62.54%
$104.69 - $141.77 $105K - $142K
2.61K $351K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.14K
+ 2.38%
$19.1 - $23.83 $21.7K - $27K
48.7K $1.16M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.19K
+ 6.45%
$19.6 - $24.44 $42.8K - $53.4K
36.1K $881K
PPG
Ppg Industries Inc

Basic Materials
940
+ 35.99%
$91.66 - $115.04 $86.2K - $108K
3.55K $404K
IWV
Ishares Russell 3000 ETF

ETFs
9
+ 0.28%
$281.67 - $351.0 $2.54K - $3.16K
3.24K $1.14M
NDAQ
Nasdaq, Inc.

Financial Services
40
+ 0.51%
$66.4 - $89.42 $2.66K - $3.58K
7.94K $709K
TXN
Texas Instruments Inc

Technology
471
+ 2.54%
N/A
19K $3.7M
TRV
Travelers Companies, Inc.

Financial Services
254
+ 3.47%
$233.83 - $276.34 $59.4K - $70.2K
7.58K $2.03M
GE
General Electric CO

Industrials
79
+ 6.92%
$166.81 - $257.39 $13.2K - $20.3K
1.22K $314K
DUK
Duke Energy Corp

Utilities
2.46K
+ 4.74%
$112.46 - $124.05 $276K - $305K
54.2K $6.4M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
688
+ 25.97%
$212.1 - $244.27 $146K - $168K
3.34K $729K
WPM
Wheaton Precious Metals Corp.

Basic Materials
564
+ 21.81%
$70.56 - $92.75 $39.8K - $52.3K
3.15K $282K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
368
+ 0.37%
$40.82 - $43.14 $15K - $15.9K
98.6K $4.26M
COP
Conocophillips

Energy
2.04K
+ 28.66%
$82.66 - $106.1 $169K - $217K
9.18K $823K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.6K
+ 13.44%
$17.76 - $22.1 $28.4K - $35.4K
13.5K $298K
IT
Gartner Inc

Technology
360
+ 6.52%
$377.5 - $449.52 $136K - $162K
5.88K $2.38M
MCD
Mcdonalds Corp

Consumer Cyclical
787
+ 9.2%
$285.55 - $321.23 $225K - $253K
9.34K $2.73M
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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