Smith, Salley & Associates Incresed Positions in Q4 2024

Smith, Salley & Associates

  • $1.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
IWR
Ishares Russell Mid Cap ETF

ETFs
192
+ 2.07%
$87.25 - $95.52 $16.8K - $18.3K
9.47K $836K
XLG
Invesco Exchange Traded Fd Tr

ETFs
13
+ 0.18%
$46.94 - $51.62 $610 - $671
7.23K $361K
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
Brookfield Asset Managmt LTD
954
+ 0.86%
N/A
112K $0
Linde PLC
382
+ 0.83%
N/A
46.3K $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
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
PG
Procter & Gamble CO

Consumer Defensive
310
+ 0.2%
$161.05 - $179.7 $49.9K - $55.7K
152K $25.4M
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
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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