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 5 of 13
QUALCOMM INC/DE
Shares:19.9K
Value:$3.1M
316092600
Shares:43.9K
Value:$3.0M
MERCADOLIBRE INC
Shares:1.5K
Value:$3.0M
HONEYWELL INTERNATIONAL INC
Shares:13.4K
Value:$2.8M
ENBRIDGE INC
Shares:64.0K
Value:$2.8M
Chubb Ltd
Shares:9.2K
Value:$2.8M
BlackRock, Inc.
Shares:2.9K
Value:$2.7M
MCDONALDS CORP
Shares:8.6K
Value:$2.7M
SPDR S&P 500 ETF TRUST
Shares:4.6K
Value:$2.6M
EMERSON ELECTRIC CO
Shares:23.5K
Value:$2.6M
PAYCHEX INC
Shares:16.6K
Value:$2.6M
HUNTINGTON BANCSHARES INC /MD/
Shares:170.0K
Value:$2.6M
MORGAN STANLEY
Shares:21.7K
Value:$2.5M
46137V613
Shares:59.3K
Value:$2.4M
GARTNER INC
Shares:5.5K
Value:$2.3M
PROGRESSIVE CORP/OH/
Shares:8.1K
Value:$2.3M
Salesforce, Inc.
Shares:8.5K
Value:$2.3M
INTUITIVE SURGICAL INC
Shares:4.4K
Value:$2.2M
921908844
Shares:11.1K
Value:$2.2M
464288166
Shares:19.6K
Value:$2.1M