Smith, Salley & Associates Portfolio Holdings
Smith, Salley & Associates
- $1.65 Billion
- Q2 2025
Smith, Salley & Associates has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.65 Billion distributed in 256 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $126M, Microsoft Corp with a value of $112M, Apple Inc. with a value of $83.5M, Amazon Com Inc with a value of $57.8M, and Meta Platforms, Inc. with a value of $56.6M.
Examining the 13F form we can see an increase of $188M in the current position value, from $1.46B to 1.65B.
Below you can find more details about Smith, Salley & Associates portfolio as well as his latest detailed transactions.
Portfolio value
$1.65 Billion
Technology: $484 Million
Financial Services: $273 Million
Industrials: $172 Million
Consumer Cyclical: $161 Million
Healthcare: $147 Million
ETFs: $138 Million
Communication Services: $127 Million
Consumer Defensive: $71.4 Million
Other: $72.4 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 256
- Current Value $1.65 Billion
- Prior Value $1.46 Billion
- Filing
- Period Q2 2025
- Filing Date July 17, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 20 stocks
- Additional Purchases 154 stocks
- Sold out of 0 stocks
- Reduced holdings in 44 stocks