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 13 of 13
Wheaton Precious Metals Corp.
Shares:2.6K
Value:$200.8K
ALLIANT ENERGY CORP
Shares:3.1K
Value:$200.3K
Enovix Corp
Shares:10.2K
Value:$75.1K
Senseonics Holdings, Inc.
Shares:55.0K
Value:$36.1K