Smith, Salley & Associates Purchases in Q4 2024

Smith, Salley & Associates

  • $1.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
39K
+ 219.4%
$22.01 - $66.82 $859K - $2.61M
56.8K $1.29M
INTU
Intuit Inc

Technology
135
+ 7.33%
$602.01 - $706.25 $81.3K - $95.3K
1.98K $1.24M
VIG
Vanguard Dividend Appreciation

ETFs
536
+ 4.74%
N/A
11.8K $2.16M
EA
Electronic Arts Inc.

Communication Services
518
+ 7.26%
$140.69 - $167.97 $72.9K - $87K
7.66K $1.12M
CME
Cme Group Inc.

Financial Services
1
+ 0.01%
$221.17 - $246.02 $221 - $246
8.03K $1.86M
USB
Us Bancorp \De\

Financial Services
61
+ 0.14%
$43.98 - $53.66 $2.68K - $3.27K
43K $2.06M
XLF
Financial Sector Spdr

ETFs
250
+ 0.96%
$44.89 - $51.34 $11.2K - $12.8K
26.2K $1.27M
HD
Home Depot, Inc.

Consumer Cyclical
1.02K
+ 5.27%
$385.02 - $431.37 $392K - $440K
20.4K $7.92M
IT
Gartner Inc

Technology
370
+ 7.58%
$481.22 - $551.8 $178K - $204K
5.25K $2.54M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
119
+ 8.21%
$172.07 - $207.36 $20.5K - $24.7K
1.57K $309K
SCHG
Schwab Strategic Tr Us Large C

ETFs
12.3K
+ 321.53%
$25.93 - $105.3 $318K - $1.29M
16.1K $447K
ABT
Abbott Laboratories

Healthcare
1.75K
+ 1.02%
$111.93 - $119.39 $196K - $209K
172K $19.5M
SNPS
Synopsys Inc

Technology
193
+ 8.12%
$485.36 - $588.0 $93.7K - $113K
2.57K $1.25M
XLK
Technology Sector Spdr

ETFs
129
+ 7.3%
$220.26 - $241.44 $28.4K - $31.1K
1.9K $441K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.96K
+ 254.68%
$26.93 - $84.95 $188K - $592K
9.7K $264K
DE
Deere & CO

Industrials
59
+ 8.73%
$389.45 - $466.0 $23K - $27.5K
735 $311K
IWV
Ishares Russell 3000 ETF

ETFs
8
+ 0.25%
$323.08 - $349.08 $2.58K - $2.79K
3.19K $1.07M
XLG
Invesco Exchange Traded Fd Tr

ETFs
13
+ 0.18%
$46.94 - $51.62 $610 - $671
7.23K $361K
IWR
Ishares Russell Mid Cap ETF

ETFs
192
+ 2.07%
$87.25 - $95.52 $16.8K - $18.3K
9.47K $836K
IBM
International Business Machines Corp

Technology
121
+ 1.32%
$204.9 - $238.04 $24.8K - $28.8K
9.29K $2.04M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
250
+ 3.39%
$61.68 - $67.87 $15.4K - $17K
7.62K $474K
VO
Vanguard Mid Cap ETF

ETFs
41
+ 3.26%
$261.5 - $284.63 $10.7K - $11.7K
1.3K $342K
MO
Altria Group, Inc.

Consumer Defensive
50
+ 0.86%
$49.06 - $57.74 $2.45K - $2.89K
5.84K $305K
TXN
Texas Instruments Inc

Technology
21
+ 0.11%
N/A
18.5K $3.61M
Lam Research Corp
2.86K
New
N/A
2.86K $0
Linde PLC
382
+ 0.83%
N/A
46.3K $0
Brookfield Corp
4.33K
+ 1.02%
N/A
430K $0
Blackrock Inc
2.61K
New
N/A
2.61K $0
Brookfield Asset Managmt LTD
954
+ 0.86%
N/A
112K $0
Brookfield Renewable Corp
25.9K
New
N/A
25.9K $0
Arista Networks Inc
71.4K
New
N/A
71.4K $0
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.91K
+ 1.82%
$51.54 - $52.55 $150K - $153K
163K $8.41M
ORCL
Oracle Corp

Technology
71
+ 1.73%
$165.41 - $192.43 $11.7K - $13.7K
4.18K $696K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1
+ 0.03%
$113.92 - $127.38 $114 - $127
3.34K $384K
SCHV
Schwab Strategic Tr Us Large C

ETFs
11.3K
+ 199.98%
$25.79 - $80.4 $291K - $908K
16.9K $441K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
45
+ 2.18%
$209.89 - $233.24 $9.45K - $10.5K
2.11K $448K
ECL
Ecolab Inc.

Basic Materials
506
+ 7.8%
$234.32 - $261.43 $119K - $132K
6.99K $1.64M
VHT
Vanguard Health Care ETF

ETFs
32
+ 3.16%
$250.81 - $283.3 $8.03K - $9.07K
1.05K $265K
AMAT
Applied Materials Inc

Technology
118
+ 9.7%
$161.44 - $213.89 $19K - $25.2K
1.33K $216K
CB
Chubb LTD

Financial Services
35
+ 0.38%
$271.57 - $301.89 $9.5K - $10.6K
9.19K $2.54M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.27K
+ 1.63%
$51.33 - $53.74 $65.1K - $68.1K
79.1K $4.08M
SBUX
Starbucks Corp

Consumer Cyclical
1.11K
+ 3.04%
$87.44 - $102.5 $97.2K - $114K
37.7K $3.43M
XLV
Select Sector Spdr Fund Health

ETFs
67
+ 0.73%
$136.28 - $154.74 $9.13K - $10.4K
9.28K $1.28M
ADBE
Adobe Inc.

Technology
721
+ 11.04%
$437.39 - $552.96 $315K - $399K
7.25K $3.22M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.33K
+ 58.45%
$18.41 - $40.87 $153K - $340K
22.6K $417K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
6.04K
+ 2.53%
$45.07 - $47.1 $272K - $284K
245K $11.1M
MELI
Mercadolibre Inc

Consumer Cyclical
156
+ 12.05%
$1666.0 - $2117.3 $260K - $330K
1.45K $2.47M
IEF
Ishares Barclays

ETFs
656
+ 1.49%
$92.08 - $98.18 $60.4K - $64.4K
44.5K $4.12M
AZN
Astrazeneca PLC

Healthcare
15
+ 0.09%
$63.2 - $79.58 $948 - $1.19K
16.2K $1.06M
Activity Summary
Buys All Purchases 124 New Holdings 19 Increased Positions 105 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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