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
IWM
Ishares Russell 2000 ETF

ETFs
1.95K
+ 107.51%
$214.92 - $244.84 $418K - $477K
3.76K $909K
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.91K
+ 6.92%
$85.01 - $90.35 $417K - $443K
75.9K $6.78M
BKNG
Booking Holdings Inc.

Consumer Cyclical
126
+ 26.64%
$5364.25 - $5815.92 $676K - $733K
599 $3.23M
IQV
Iqvia Holdings Inc.

Healthcare
473
+ 3.84%
$157.68 - $200.82 $74.6K - $95K
12.8K $2.43M
ENB
Enbridge Inc

Energy
1.41K
+ 2.13%
$43.79 - $50.46 $61.8K - $71.2K
67.8K $3.42M
T
At&T Inc.

Communication Services
16.4K
+ 13.27%
$26.94 - $29.62 $443K - $487K
140K $3.96M
ABT
Abbott Laboratories

Healthcare
5.53K
+ 3.03%
$120.51 - $136.62 $666K - $755K
188K $25.1M
DUK
Duke Energy Corp

Utilities
410
+ 0.76%
$116.31 - $125.93 $47.7K - $51.6K
54.6K $6.76M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.95K
+ 58.35%
$196.15 - $217.83 $382K - $424K
5.28K $1.06M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
2.32K
+ 4.31%
$72.91 - $77.23 $169K - $179K
56.1K $4.28M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.1K
+ 119.79%
$26.38 - $27.95 $266K - $281K
18.5K $504K
GS
Goldman Sachs Group Inc

Financial Services
86
+ 3.58%
$696.56 - $806.32 $59.9K - $69.3K
2.49K $1.98M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
5.88K
+ 5.96%
$42.75 - $43.37 $251K - $255K
105K $4.53M
QCOM
Qualcomm Inc

Technology
731
+ 3.71%
$145.84 - $173.55 $107K - $127K
20.4K $3.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
210
+ 7.41%
$567.77 - $614.76 $119K - $129K
3.04K $1.86M
ORCL
Oracle Corp

Technology
13
+ 0.34%
$218.96 - $328.33 $2.85K - $4.27K
3.89K $1.09M
PGR
Progressive Corp

Financial Services
1.68K
+ 19.3%
$238.61 - $264.3 $401K - $444K
10.4K $2.57M
WFC
Wells Fargo & Company

Financial Services
658
+ 1.52%
$77.05 - $85.16 $50.7K - $56K
43.9K $3.68M
IVV
Ishares Core S&P 500 ETF

ETFs
69
+ 2.29%
$620.67 - $670.08 $42.8K - $46.2K
3.09K $2.06M
TRV
Travelers Companies, Inc.

Financial Services
326
+ 4.3%
$250.62 - $279.43 $81.7K - $91.1K
7.9K $2.21M
AGZ
Ishares Agency Bond ETF

ETFs
1.28K
+ 6.51%
$108.74 - $110.41 $139K - $141K
21K $2.31M
TXN
Texas Instruments Inc

Technology
755
+ 3.97%
N/A
19.8K $3.85M
HBAN
Huntington Bancshares Inc

Financial Services
3.38K
+ 1.93%
$15.87 - $17.88 $53.7K - $60.5K
179K $3.08M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
250
+ 31.25%
$393.18 - $439.39 $98.3K - $110K
1.05K $457K
ECL
Ecolab Inc.

Basic Materials
387
+ 5.08%
$259.39 - $285.47 $100K - $110K
8K $2.19M
XLY
Select Sector Spdr Consumer Di

ETFs
120
+ 2.57%
$216.09 - $242.18 $25.9K - $29.1K
4.78K $1.15M
NFLX
Netflix Inc

Communication Services
354
+ 16.01%
$1147.87 - $1297.18 $406K - $459K
2.57K $3.08M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
28
+ 1.5%
$224.68 - $282.71 $6.29K - $7.92K
1.9K $530K
PLD
Prologis, Inc.

Real Estate
159
+ 1.7%
$104.08 - $115.35 $16.5K - $18.3K
9.5K $1.09M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
200
+ 2.37%
$132.9 - $142.03 $26.6K - $28.4K
8.65K $1.22M
NDAQ
Nasdaq, Inc.

Financial Services
1.12K
+ 14.16%
$86.73 - $96.94 $97.5K - $109K
9.06K $801K
VRT
Vertiv Holdings CO

Industrials
985
+ 4.57%
N/A
22.6K $1.95M
GE
General Electric CO

Industrials
105
+ 8.6%
$244.75 - $305.63 $25.7K - $32.1K
1.33K $398K
DLR
Digital Realty Trust, Inc.

Real Estate
560
+ 4.7%
$161.21 - $180.02 $90.3K - $101K
12.5K $2.16M
NTRS
Northern Trust Corp

Financial Services
274
+ 5.03%
$123.6 - $134.6 $33.9K - $36.9K
5.72K $769K
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
IJS
Ishares S&P Smallcap 600 Value

ETFs
65
+ 2.49%
$98.99 - $112.2 $6.43K - $7.29K
2.68K $296K
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
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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