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 4 of 13
COCA COLA CO
Shares:61.2K
Value:$4.4M
464287440
Shares:46.0K
Value:$4.4M
CISCO SYSTEMS, INC.
Shares:68.2K
Value:$4.2M
464288638
Shares:79.8K
Value:$4.2M
46434V407
Shares:98.3K
Value:$4.2M
Eaton Corp plc
Shares:15.3K
Value:$4.2M
CATERPILLAR INC
Shares:12.6K
Value:$4.2M
922908769
Shares:14.2K
Value:$3.9M
STARBUCKS CORP
Shares:38.9K
Value:$3.8M
46434G103
Shares:69.3K
Value:$3.7M
316092501
Shares:53.1K
Value:$3.7M
AMERICAN EXPRESS CO
Shares:13.3K
Value:$3.6M
INTERNATIONAL BUSINESS MACHINES CORP
Shares:14.3K
Value:$3.6M
92204A702
Shares:6.4K
Value:$3.5M
AT&T INC.
Shares:120.1K
Value:$3.4M
AMGEN INC
Shares:10.8K
Value:$3.4M
TEXAS INSTRUMENTS INC
Shares:18.5K
Value:$3.3M
316092873
Shares:58.5K
Value:$3.3M
WELLS FARGO & COMPANY/MN
Shares:43.8K
Value:$3.1M
AMERICAN ELECTRIC POWER CO INC
Shares:28.3K
Value:$3.1M