Smith-Salley-Wealth-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-25
Total Holdings
244
Total Value
1498037442
Accession Number
0001062993-25-007992
Form Type
13F-HR
Manager Name
Smith-Salley-Wealth-Management
Data Enrichment
86% identified
210 identified34 unidentified

Holdings

244 positions
Manager:
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Page 10 of 13
TRUIST FINANCIAL CORP
Shares:10.3K
Value:$425.8K
UNITED PARCEL SERVICE INC
Shares:3.9K
Value:$424.6K
CrowdStrike Holdings, Inc.
Shares:1.2K
Value:$422.4K
CAL-MAINE FOODS INC
Shares:4.6K
Value:$418.1K
COSTCO WHOLESALE CORP /NEW
Shares:441
Value:$417.4K
ROYAL BANK OF CANADA
Shares:3.6K
Value:$403.2K
808524300
Shares:16.1K
Value:$402.5K
ALLSTATE CORP
Shares:1.9K
Value:$398.2K
NOVARTIS AG
Shares:3.4K
Value:$380.9K
81369Y803
Shares:1.8K
Value:$379.7K
KIMBERLY CLARK CORP
Shares:2.6K
Value:$370.3K
PULTEGROUP INC/MI/
Shares:3.6K
Value:$366.9K
922042858
Shares:8.1K
Value:$364.4K
922908629
Shares:1.4K
Value:$363.9K
464287150
Shares:2.9K
Value:$357.9K
Marathon Petroleum Corp
Shares:2.4K
Value:$346.7K
CBRE GROUP, INC.
Shares:2.6K
Value:$339.8K
46137V233
Shares:7.3K
Value:$337.8K
DEERE & CO
Shares:685
Value:$321.3K
81369Y308
Shares:3.9K
Value:$319.8K