Smith, Salley & Associates Incresed Positions in Q4 2025

Smith, Salley & Associates

  • $1.89 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
1.87K
+ 0.68%
$237.49 - $291.74 $444K - $545K
276K $78.8M
NOW
Service Now, Inc.

Technology
14K
+ 388.8%
$835.79 - $946.29 $11.7M - $13.2M
17.5K $14.7M
MU
Micron Technology Inc

Technology
34.7K
+ 203.28%
$181.6 - $253.3 $6.31M - $8.8M
51.8K $12.8M
CMI
Cummins Inc

Industrials
20.3K
+ 1381.82%
$407.98 - $484.34 $8.28M - $9.83M
21.8K $10.1M
LLY
Eli Lilly & CO

Healthcare
1.52K
+ 7.81%
$799.57 - $1025.28 $1.21M - $1.56M
21K $21.4M
AAPL
Apple Inc.

Technology
3.77K
+ 0.92%
$245.27 - $275.25 $925K - $1.04M
414K $111M
SPY
Spdr S&P 500 ETF Trust

ETFs
7.3K
+ 154.05%
$653.02 - $687.39 $4.76M - $5.02M
12K $8.01M
NEE
Nextera Energy Inc

Utilities
3.53K
+ 1.0%
$78.18 - $86.03 $276K - $303K
354K $30.4M
IBM
International Business Machines Corp

Technology
8.31K
+ 58.81%
$275.97 - $314.98 $2.29M - $2.62M
22.4K $6.66M
GOOGL
Alphabet Inc.

Communication Services
579
+ 0.77%
$236.57 - $291.31 $137K - $169K
75.9K $21M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.33K
+ 119.66%
$459.47 - $491.71 $1.53M - $1.64M
6.11K $2.88M
JNJ
Johnson & Johnson

Healthcare
4.15K
+ 8.07%
$185.98 - $199.58 $772K - $829K
55.6K $11.1M
CAT
Caterpillar Inc

Industrials
605
+ 3.96%
$480.82 - $585.49 $291K - $354K
15.9K $8.76M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
27.8K
+ 13.44%
$52.76 - $53.18 $1.47M - $1.48M
234K $12.4M
XOM
Exxon Mobil Corp

Energy
6.54K
+ 8.7%
$110.64 - $119.78 $724K - $784K
81.7K $9.62M
XLK
Technology Sector Spdr

ETFs
3.75K
+ 105.64%
$278.39 - $304.13 $1.04M - $1.14M
7.3K $2.1M
XLY
Select Sector Spdr Consumer Di

ETFs
4.58K
+ 95.78%
$228.75 - $242.18 $1.05M - $1.11M
9.37K $2.16M
UNH
Unitedhealth Group Inc

Healthcare
3.76K
+ 29.21%
$320.52 - $369.92 $1.21M - $1.39M
16.6K $5.33M
CSCO
Cisco Systems, Inc.

Technology
1.84K
+ 2.57%
$67.46 - $78.0 $124K - $143K
73.3K $5.7M
ISRG
Intuitive Surgical Inc

Healthcare
240
+ 4.11%
$429.59 - $576.2 $103K - $138K
6.08K $3.33M
AMAT
Applied Materials Inc

Technology
2.48K
+ 43.27%
$209.95 - $240.89 $521K - $598K
8.22K $1.88M
KO
Coca Cola CO

Consumer Defensive
5.03K
+ 6.42%
$66.1 - $71.61 $332K - $360K
83.3K $5.89M
AMGN
Amgen Inc

Healthcare
30
+ 0.28%
$290.13 - $341.71 $8.7K - $10.3K
10.8K $3.69M
WMT
Walmart Inc.

Consumer Defensive
5.61K
+ 6.89%
$101.18 - $109.03 $568K - $612K
87.1K $8.97M
PH
Parker Hannifin Corp

Industrials
416
+ 29.38%
$716.66 - $857.93 $298K - $357K
1.83K $1.52M
IQV
Iqvia Holdings Inc.

Healthcare
132
+ 1.03%
$198.17 - $223.55 $26.2K - $29.5K
12.9K $2.85M
CBRE
Cbre Group, Inc.

Real Estate
2.64K
+ 26.25%
$149.99 - $164.2 $396K - $433K
12.7K $1.95M
PLTR
Palantir Technologies Inc.

Technology
2.13K
+ 174.69%
$172.14 - $207.18 $367K - $442K
3.35K $583K
DUK
Duke Energy Corp

Utilities
2.18K
+ 4.0%
$121.57 - $129.03 $266K - $282K
56.8K $7.11M
BAC
Bank Of America Corp

Financial Services
7.09K
+ 5.01%
$48.65 - $54.11 $345K - $384K
149K $7.65M
MS
Morgan Stanley

Financial Services
2.09K
+ 8.13%
$151.86 - $169.92 $318K - $356K
27.8K $4.44M
AEP
American Electric Power CO Inc

Utilities
373
+ 1.28%
$112.75 - $122.73 $42.1K - $45.8K
29.5K $3.58M
MBB
Ishares Tr

ETFs
3.22K
+ 2.13%
$94.9 - $96.23 $306K - $310K
155K $14.7M
MCD
Mcdonalds Corp

Consumer Cyclical
761
+ 6.64%
$293.81 - $310.11 $224K - $236K
12.2K $3.73M
IEFA
Ishares Tr

ETFs
664
+ 0.59%
$86.09 - $89.88 $57.2K - $59.7K
112K $9.98M
CRM
Salesforce, Inc.

Technology
894
+ 6.6%
$235.69 - $263.41 $211K - $235K
14.4K $3.42M
COST
Costco Wholesale Corp

Consumer Defensive
222
+ 66.87%
$910.94 - $954.99 $202K - $212K
554 $505K
NKE
Nike, Inc.

Consumer Cyclical
4.28K
+ 35.24%
$60.8 - $74.57 $260K - $319K
16.4K $1.03M
CB
Chubb LTD

Financial Services
207
+ 2.22%
$268.2 - $296.22 $55.5K - $61.3K
9.54K $2.82M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
630
+ 33.19%
$280.66 - $305.09 $177K - $192K
2.53K $712K
TSLA
Tesla, Inc.

Consumer Cyclical
1.02K
+ 14.54%
$401.99 - $468.37 $408K - $476K
8K $3.27M
SO
Southern CO

Utilities
2.05K
+ 23.91%
$90.58 - $99.72 $186K - $204K
10.6K $961K
AMD
Advanced Micro Devices Inc

Technology
51
+ 3.17%
$164.01 - $264.33 $8.36K - $13.5K
1.66K $399K
GE
General Electric CO

Industrials
458
+ 34.54%
$291.49 - $314.28 $134K - $144K
1.78K $535K
CME
Cme Group Inc.

Financial Services
216
+ 2.59%
$261.53 - $285.04 $56.5K - $61.6K
8.56K $2.39M
MAR
Marriott International Inc

Consumer Cyclical
17
+ 0.36%
$259.04 - $291.9 $4.4K - $4.96K
4.78K $1.36M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.81K
+ 2.39%
$88.67 - $92.06 $161K - $167K
77.7K $6.9M
SHOP
Shopify Inc.

Technology
848
+ 48.37%
$146.04 - $179.01 $124K - $152K
2.6K $379K
AXP
American Express CO

Financial Services
1
+ 0.01%
$316.26 - $372.77 $316 - $373
12.9K $4.42M
Activity Summary
Buys All Purchases 116 New Holdings 9 Increased Positions 107 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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