Smith-Salley-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ENVX",
  "MU",
  "FNDA",
  "ACN",
  "ABT",
  "ABBV",
  "APD",
  "ALL",
  "GOOGL",
  "AXP",
  "SENS",
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "AUB",
  null,
  "CMI",
  "LNC",
  "DUK",
  "EOG",
  null,
  null,
  null,
  null,
  null,
  "GD",
  "HON",
  "HD",
  "AZN",
  "MCD",
  "INTU",
  null,
  "UNP",
  "QCOM",
  null,
  "ISRG",
  "HUBS",
  "BEAT",
  "AMAT",
  "EMR",
  "BKNG",
  "META",
  null,
  null,
  "IJH",
  null,
  "IQV",
  "LRCX",
  "LIN",
  null,
  null,
  null,
  "MPC",
  "MMC",
  "MRVL",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "NDAQ",
  "FCNCA",
  null,
  "GE",
  "NTRS",
  "NVS",
  null,
  "BX",
  "ANET",
  "KLAC",
  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  "PAYX",
  "VHT",
  "IWF",
  null,
  "PANW",
  "PEP",
  "PNC",
  "PGR",
  "IEMG",
  null,
  "IVV",
  null,
  null,
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "PPG",
  "FNDX",
  "IEFA",
  "SPGI",
  "RY",
  "SCHX",
  null,
  null,
  "NOW",
  "ROP",
  "RTX",
  "SPDW",
  "IBM",
  "SBUX",
  "SNPS",
  "TXN",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TRV",
  "TYL",
  "UPS",
  "VO",
  "VWO",
  null,
  "IWV",
  "LOB",
  "PRF",
  "VIG",
  "IWO",
  "IWN",
  "IEF",
  "GL",
  null,
  "TSM",
  "IT",
  null,
  null,
  "BN.TO",
  "VYM",
  "VRT",
  "SRPT",
  "AFL",
  "AXON",
  "AMD",
  "SDY",
  "IWP",
  "IWR",
  "AEP",
  null,
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  "HBAN",
  "VEU",
  null,
  "VGT",
  "VUG",
  "VLO",
  "VEA",
  "VT",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WPM",
  "YUM",
  "XYL",
  "LNT",
  "SCHD",
  "SCHG",
  "FBNC",
  "SCHF",
  "NSC",
  null,
  "NXPI",
  "MKL",
  "SO",
  "CRM",
  "DIA",
  "MELI",
  "AME",
  null,
  "KMB",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BA",
  "BMY",
  "BAM.TO",
  "CALM",
  "CBRE",
  "CASY",
  "CHE",
  "CVX",
  "CB",
  "CSCO",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "STZ",
  "COST",
  "GLW",
  "CRWD",
  "CVS",
  "CSX",
  "CW",
  "DHR",
  "DE",
  "DLR",
  "J",
  "ADI",
  "MCO",
  "IWB",
  "NEE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  null,
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: smith-salley-wealth-management
Manager Name: Smith-Salley-Wealth-Management

Data Enrichment

86% identified

210 identified34 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

244 positions • $1.5B total value

SEC FilingSEC DataHachi Filing

Manager:

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Wheaton Precious Metals Corp.

WPM|962879102

Shares:2.6K

Value:$200.8K

% of Portfolio:0.0% ($200.8K/$1.5B)

ALLIANT ENERGY CORP

LNT|018802108

Shares:3.1K

Value:$200.3K

% of Portfolio:0.0% ($200.3K/$1.5B)

Enovix Corp

ENVX|293594107

Shares:10.2K

Value:$75.1K

% of Portfolio:0.0% ($75.1K/$1.5B)

Senseonics Holdings, Inc.

SENS|81727U105

Shares:55.0K

Value:$36.1K

% of Portfolio:0.0% ($36.1K/$1.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Wheaton Precious Metals Corp.(WPMcusip962879102)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$200.8K	0.0% ($200.8K/$1.5B)	QoQ NEW(+$200.8K) YoY NEW(+$200.8K)
ALLIANT ENERGY CORP(LNTcusip018802108)	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$200.3K	0.0% ($200.3K/$1.5B)	QoQ NEW(+$200.3K) YoY NEW(+$200.3K)
Enovix Corp(ENVXcusip293594107)	10.2K	QoQ NEW(+10.2K) YoY NEW(+10.2K)	All Managers (Combined)	$75.1K	0.0% ($75.1K/$1.5B)	QoQ NEW(+$75.1K) YoY NEW(+$75.1K)
Senseonics Holdings, Inc.(SENScusip81727U105)	55.0K	QoQ NEW(+55.0K) YoY NEW(+55.0K)	All Managers (Combined)	$36.1K	0.0% ($36.1K/$1.5B)	QoQ NEW(+$36.1K) YoY NEW(+$36.1K)