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 7 of 13
Vertiv Holdings Co
Shares:19.6K
Value:$1.4M
FIRST CITIZENS BANCSHARES INC /DE/
Shares:757
Value:$1.4M
922908363
Shares:2.6K
Value:$1.4M
ELI LILLY & Co
Shares:1.6K
Value:$1.3M
81369Y209
Shares:9.1K
Value:$1.3M
GOLDMAN SACHS GROUP INC
Shares:2.4K
Value:$1.3M
81369Y605
Shares:25.9K
Value:$1.3M
464287200
Shares:2.3K
Value:$1.3M
Blackstone Inc.
Shares:9.1K
Value:$1.3M
ASTRAZENECA PLC
Shares:16.8K
Value:$1.2M
316092402
Shares:48.2K
Value:$1.2M
316092303
Shares:23.5K
Value:$1.2M
INTUIT INC.
Shares:2.0K
Value:$1.2M
464287481
Shares:9.8K
Value:$1.2M
SYNOPSYS INC
Shares:2.7K
Value:$1.1M
MARRIOTT INTERNATIONAL INC /MD/
Shares:4.8K
Value:$1.1M
921946406
Shares:8.5K
Value:$1.1M
464287614
Shares:2.9K
Value:$1.1M
Tesla, Inc.
Shares:4.1K
Value:$1.1M
464287689
Shares:3.2K
Value:$1.0M