Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 264
  • Current Value $1.84 Billion
  • Prior Value $1.65 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 17 stocks
  • Additional Purchases 120 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
Track This Portfolio

Track Smith, Salley & Associates Portfolio

Follow Smith, Salley & Associates and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Smith, Salley & Associates, based on Form 13F filings with the SEC.

News

Stay updated on Smith, Salley & Associates with notifications on news.