Smith, Salley & Associates Portfolio Holdings
Smith, Salley & Associates
- $1.48 Billion
- Q3 2024
Smith, Salley & Associates has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.48 Billion distributed in 235 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $92.5M, Apple Inc. with a value of $91M, Nvidia Corp with a value of $77.1M, Amazon Com Inc with a value of $46.1M, and Berkshire Hathaway Inc Class B with a value of $44.7M.
Examining the 13F form we can see an increase of $126M in the current position value, from $1.35B to 1.48B.
Below you can find more details about Smith, Salley & Associates portfolio as well as his latest detailed transactions.
Portfolio value
$1.48 Billion
Technology: $399 Million
Financial Services: $224 Million
Healthcare: $163 Million
Industrials: $150 Million
Consumer Cyclical: $143 Million
ETFs: $131 Million
Communication Services: $102 Million
Consumer Defensive: $92.9 Million
Other: $71.7 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 235
- Current Value $1.48 Billion
- Prior Value $1.35 Billion
- Filing
- Period Q3 2024
- Filing Date October 24, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 21 stocks
- Additional Purchases 144 stocks
- Sold out of 0 stocks
- Reduced holdings in 39 stocks