SS
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Smith Salley Wealth Management13F | |
| Smith Salley Wealth Management | |
| Last update 2025-07-17 | 255 Stocks (20 new) |
| Value $1.73 Bil | Turnover 5 % |
Smith Salley Wealth Management... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 798,020 | 126,079.2 | +21.15% | 7.290 | +1.27% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
MSFT | Microsoft Corp | 225,844 | 112,336.9 | +2.17% | 6.500 | +0.14% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
AAPL | Apple Inc | 406,816 | 83,466.5 | +2.10% | 4.830 | +0.10% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
AMZN | Amazon.com Inc | 263,387 | 57,784.4 | +2.91% | 3.340 | +0.09% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
META | Meta Platforms Inc | 76,745 | 56,644.6 | +3.32% | 3.280 | +0.11% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
JPM | JPMorgan Chase & Co | 169,365 | 49,100.7 | +2.36% | 2.840 | +0.07% | 0.010 | +26.17% | +23.48% | 800,897.6 | Banks | |
BRK.B | Berkshire Hathaway Inc | 100,688 | 48,911.4 | +2.52% | 2.830 | +0.07% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
GOOG | Alphabet Inc | 264,998 | 47,008.0 | +3.25% | 2.720 | +0.09% | 0.000 | +21.39% | -2.13% | 2,250,461.0 | Interactive Media | |
V | Visa Inc | 115,053 | 40,849.7 | +3.02% | 2.360 | +0.07% | 0.010 | +6.07% | +10.81% | 681,869.3 | Credit Services | |
TJX | TJX Companies Inc | 273,633 | 33,791.0 | +2.90% | 1.950 | +0.05% | 0.020 | -3.96% | +1.76% | 136,294.8 | Retail - Cyclical |
Smith Salley Wealth Management's Historical Top Holdings Breakdowns
Smith Salley Wealth Management's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2025-06-30 | Add Add | +1.27% | 94.31 ($125.57) 157.99 | $172.41 | 37.30% | Add 21.15% | 798,020 | 139,329 | |
IEF | iShares 7-10 Year Treasury Bond ETF | 2025-06-30 | Sold Out Sold Out | -0.29% | 93.15 ($94.57) 96.56 | $94.40 | -0.18% | Sold Out | 0 | -45,975 | |
MRVL | Marvell Technology Inc | 2025-06-30 | Add Add | +0.28% | 49.38 ($62.41) 79.97 | $74.65 | 19.61% | Add 27.66% | 283,812 | 61,486 | |
MBB | iShares MBS ETF | 2025-06-30 | Add Add | +0.14% | 91.41 ($92.68) 94.22 | $92.80 | 0.13% | Add 23.11% | 142,575 | 26,767 | |
IGIB |
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
| 2025-06-30 | Add Add | +0.14% | 51.1 ($52.19) 53.29 | $52.88 | 1.32% | Add 55.75% | 124,363 | 44,516 | |
MSFT | Microsoft Corp | 2025-06-30 | Add Add | +0.14% | 354.56 ($433.34) 497.45 | $510.05 | 17.70% | Add 2.17% | 225,844 | 4,796 | |
SYK | Stryker Corp | 2025-06-30 | New Buy New Buy | +0.12% | 337.37 ($374.07) 395.63 | $389.40 | 4.10% | New holding | 5,168 | 5,168 | |
META | Meta Platforms Inc | 2025-06-30 | Add Add | +0.11% | 484.66 ($617.26) 738.09 | $704.28 | 14.10% | Add 3.32% | 76,745 | 2,465 | |
AAPL | Apple Inc | 2025-06-30 | Add Add | +0.10% | 172.42 ($202.27) 223.89 | $211.18 | 4.41% | Add 2.1% | 406,816 | 8,355 | |
MDT | Medtronic PLC | 2025-06-30 | Reduce Reduce | -0.10% | 80.68 ($84.89) 89.86 | $89.61 | 5.56% | Reduce -9.71% | 162,769 | -17,507 |
Smith Salley Wealth Management Total Holding History ($B)
Smith Salley Wealth Management's Asset Allocation
Smith Salley Wealth Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Smith Salley Wealth Management's Hypothetical Growth since 2025-06-30
Smith Salley Wealth Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Smith Salley Wealth Management's Holdings Heat Map
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Smith Salley Wealth Management's Holdings Bubble Chart
Smith Salley Wealth Management News
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