Smith, Salley & Associates Reduced Holdings in Q3 2025

Smith, Salley & Associates

  • $1.84 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VLO
Valero Energy Corp

Energy
-7
- 0.27%
$131.77 - $175.63 $922 - $1.23K
2.61K $443K
AXP
American Express CO

Financial Services
-224
- 1.7%
$294.27 - $342.31 $65.9K - $76.7K
12.9K $4.3M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-255
- 0.82%
$77.92 - $81.94 $19.9K - $20.9K
30.7K $2.51M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-6
- 0.22%
$420.11 - $472.68 $2.52K - $2.84K
2.78K $1.3M
AUB
Atlantic Union Bankshares Corp

Financial Services
-3.77K
- 5.65%
$31.23 - $36.56 $118K - $138K
63K $2.22M
SPY
Spdr S&P 500 ETF Trust

ETFs
-150
- 3.07%
$617.65 - $666.84 $92.6K - $100K
4.74K $3.16M
LMT
Lockheed Martin Corp

Industrials
-80
- 1.62%
$410.74 - $499.21 $32.9K - $39.9K
4.85K $2.42M
CMI
Cummins Inc

Industrials
-1
- 0.07%
$327.85 - $426.39 $328 - $426
1.47K $620K
VUG
Vanguard Growth ETF

ETFs
-282
- 4.22%
$433.97 - $484.08 $122K - $137K
6.4K $3.07M
FDIS
Fidelity Covington Tr Msci Con

ETFs
-121
- 0.5%
$93.41 - $104.11 $11.3K - $12.6K
24.2K $2.48M
AEP
American Electric Power CO Inc

Utilities
-17
- 0.06%
$103.26 - $115.0 $1.76K - $1.96K
29.1K $3.28M
FCOM
Fidelity Covington Tr Msci Com

ETFs
-543
- 0.93%
$63.98 - $72.59 $34.7K - $39.4K
58.1K $4.12M
IEFA
Ishares Tr

ETFs
-907
- 0.81%
$81.7 - $87.53 $74.1K - $79.4K
112K $9.76M
VGT
Vanguard Information Technolog

ETFs
-35
- 0.54%
$656.44 - $753.15 $23K - $26.4K
6.43K $4.8M
NXPI
Nxp Semiconductors N.V.

Technology
-1.13K
- 1.34%
$205.16 - $239.07 $231K - $269K
83.1K $18.9M
AME
Ametek Inc

Industrials
-1.32K
- 1.0%
$176.44 - $192.03 $234K - $254K
131K $24.7M
FBNC
First Bancorp

Financial Services
-1K
- 0.9%
$45.56 - $55.55 $45.6K - $55.6K
111K $5.85M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-446
- 0.97%
$195.29 - $223.85 $87.1K - $99.8K
45.5K $10.1M
MDT
Medtronic PLC

Healthcare
-1.03K
- 0.63%
$87.67 - $95.74 $90.5K - $98.8K
162K $15.4M
XYL
Xylem Inc.

Industrials
-1.04K
- 1.26%
$129.67 - $147.5 $135K - $153K
81.6K $12M
CVX
Chevron Corp

Energy
-1.1K
- 0.87%
$145.57 - $161.83 $161K - $179K
125K $19.5M
CASY
Caseys General Stores Inc

Consumer Cyclical
-4
- 0.01%
$494.52 - $565.32 $1.98K - $2.26K
30.7K $17.3M
NOC
Northrop Grumman Corp

Industrials
-164
- 0.76%
$498.9 - $609.32 $81.8K - $99.9K
21.5K $13.1M
GOOGL
Alphabet Inc.

Communication Services
-7.85K
- 9.43%
$174.36 - $254.72 $1.37M - $2M
75.3K $18.3M
JPM
Jpmorgan Chase & CO

Financial Services
-281
- 0.17%
$282.78 - $316.06 $79.5K - $88.8K
169K $53.3M
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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