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:
Search and click to pin securities to the top
Page 3 of 13
Alphabet Inc.
Shares:80.2K
Value:$12.4M
TransDigm Group INC
Shares:7.9K
Value:$10.9M
NORTHROP GRUMMAN CORP /DE/
Shares:21.2K
Value:$10.9M
464288588
Shares:115.8K
Value:$10.9M
CHEMED CORP
Shares:17.2K
Value:$10.6M
CURTISS WRIGHT CORP
Shares:31.4K
Value:$10.0M
Xylem Inc.
Shares:81.1K
Value:$9.7M
464288646
Shares:164.4K
Value:$8.6M
46432F842
Shares:111.7K
Value:$8.4M
316092808
Shares:45.8K
Value:$7.4M
JOHNSON & JOHNSON
Shares:44.5K
Value:$7.4M
EXXON MOBIL CORP
Shares:59.3K
Value:$7.1M
HOME DEPOT, INC.
Shares:18.7K
Value:$6.9M
464287432
Shares:70.2K
Value:$6.4M
Duke Energy CORP
Shares:51.8K
Value:$6.3M
Walmart Inc.
Shares:70.0K
Value:$6.1M
Brookfield Asset Management Ltd.
Shares:112.3K
Value:$5.4M
BANK OF AMERICA CORP /DE/
Shares:122.1K
Value:$5.1M
MOODYS CORP /DE/
Shares:10.1K
Value:$4.7M
FIRST BANCORP /NC/
Shares:111.6K
Value:$4.5M