Smith, Salley & Associates Purchases in Q4 2024

Smith, Salley & Associates

  • $1.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
3.98K
+ 1.85%
$406.35 - $454.46 $1.62M - $1.81M
219K $92.3M
FNDA
Schwab Fundamental U S Small C

ETFs
638
+ 8.17%
$29.26 - $59.11 $18.7K - $37.7K
8.44K $250K
AEP
American Electric Power CO Inc

Utilities
43
+ 0.16%
$90.91 - $102.21 $3.91K - $4.4K
26.8K $2.47M
QCOM
Qualcomm Inc

Technology
239
+ 1.25%
$150.4 - $178.04 $35.9K - $42.6K
19.4K $2.97M
IQV
Iqvia Holdings Inc.

Healthcare
713
+ 6.86%
$190.97 - $236.63 $136K - $169K
11.1K $2.18M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
861
+ 0.89%
$442.29 - $483.08 $381K - $416K
98K $44.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
486
+ 1.15%
$87.1 - $98.49 $42.3K - $47.9K
42.6K $3.72M
KO
Coca Cola CO

Consumer Defensive
202
+ 0.34%
$61.74 - $71.71 $12.5K - $14.5K
60.1K $3.74M
SPGI
S&P Global Inc.

Financial Services
238
+ 0.65%
$480.36 - $529.17 $114K - $126K
37.1K $18.5M
RTX
Raytheon Technologies Corp

Industrials
3.68K
+ 1.91%
$114.45 - $127.21 $421K - $467K
196K $22.7M
TDG
Trans Digm Group Inc

Industrials
283
+ 3.87%
$1239.0 - $1442.53 $351K - $408K
7.6K $9.63M
ROP
Roper Technologies Inc

Industrials
481
+ 1.4%
$519.85 - $575.95 $250K - $277K
34.9K $18.1M
CHE
Chemed Corp

Healthcare
307
+ 1.84%
$517.44 - $613.19 $159K - $188K
17K $9M
TMO
Thermo Fisher Scientific Inc.

Healthcare
5.95K
+ 13.94%
$501.29 - $612.85 $2.98M - $3.65M
48.7K $25.3M
UNP
Union Pacific Corp

Industrials
544
+ 0.74%
$223.15 - $249.32 $121K - $136K
74K $16.9M
ADI
Analog Devices Inc

Technology
1.69K
+ 1.67%
$206.35 - $236.48 $349K - $399K
103K $21.9M
MDT
Medtronic PLC

Healthcare
3.52K
+ 2.03%
$79.61 - $92.24 $280K - $325K
177K $14.1M
XYL
Xylem Inc.

Industrials
241
+ 0.3%
$116.02 - $137.45 $28K - $33.1K
80.9K $9.38M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.27K
+ 1.81%
$219.66 - $257.62 $279K - $327K
71.3K $15.8M
LOW
Lowes Companies Inc

Consumer Cyclical
1.88K
+ 1.53%
$244.52 - $284.07 $460K - $535K
125K $30.8M
NXPI
Nxp Semiconductors N.V.

Technology
834
+ 0.86%
$207.27 - $255.58 $173K - $213K
97.6K $20.3M
ABBV
Abb Vie Inc.

Healthcare
1.38K
+ 0.82%
$164.99 - $203.87 $228K - $282K
170K $30.2M
NEE
Nextera Energy Inc

Utilities
1.87K
+ 0.64%
$69.77 - $85.43 $130K - $159K
293K $21M
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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