Smith, Salley & Associates Portfolio Holdings
Smith, Salley & Associates
- $1.25 Billion
- Q1 2024
Smith, Salley & Associates has filed its 13F form on May 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.25 Billion distributed in 223 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $82.8M, Apple Inc. with a value of $57.8M, Nvidia Corp with a value of $52M, Amazon Com Inc with a value of $39.9M, and Berkshire Hathaway Inc Class B with a value of $38.1M.
Examining the 13F form we can see an decrease of $252M in the current position value, from $1.5B to 1.25B.
Below you can find more details about Smith, Salley & Associates portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 223
- Current Value $1.25 Billion
- Prior Value $1.5 Billion
- Filing
- Period Q1 2024
- Filing Date May 02, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 15 stocks
- Additional Purchases 52 stocks
- Sold out of 0 stocks
- Reduced holdings in 141 stocks