Smith, Salley & Associates Portfolio Holdings
Smith, Salley & Associates
- $1.5 Billion
- Q4 2024
Smith, Salley & Associates has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.5 Billion distributed in 245 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $98.7M, Microsoft Corp with a value of $92.3M, Nvidia Corp with a value of $87.6M, Amazon Com Inc with a value of $55.6M, and Alphabet Inc. with a value of $48.4M.
Examining the 13F form we can see an increase of $17.1M in the current position value, from $1.48B to 1.5B.
Below you can find more details about Smith, Salley & Associates portfolio as well as his latest detailed transactions.
Portfolio value
$1.5 Billion
Technology: $422 Million
Financial Services: $244 Million
Consumer Cyclical: $152 Million
Healthcare: $146 Million
Industrials: $144 Million
ETFs: $127 Million
Communication Services: $119 Million
Consumer Defensive: $76.1 Million
Other: $65.3 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 245
- Current Value $1.5 Billion
- Prior Value $1.48 Billion
- Filing
- Period Q4 2024
- Filing Date January 15, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 19 stocks
- Additional Purchases 105 stocks
- Sold out of 0 stocks
- Reduced holdings in 84 stocks