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 8 of 13
808524102
Shares:47.6K
Value:$1.0M
Prologis, Inc.
Shares:9.1K
Value:$1.0M
921943858
Shares:19.3K
Value:$982.4K
COMCAST CORP
Shares:25.8K
Value:$951.0K
YUM BRANDS INC
Shares:6.0K
Value:$946.5K
81369Y704
Shares:6.9K
Value:$906.1K
808524797
Shares:30.3K
Value:$846.8K
TYLER TECHNOLOGIES INC
Shares:1.4K
Value:$840.1K
BERKSHIRE HATHAWAY INC
Shares:1
Value:$798.4K
SOUTHERN CO
Shares:8.6K
Value:$791.9K
46138E354
Shares:10.4K
Value:$774.2K
464287499
Shares:9.1K
Value:$770.1K
46137V597
Shares:20.1K
Value:$759.9K
CONOCOPHILLIPS
Shares:7.1K
Value:$749.1K
808524201
Shares:33.9K
Value:$748.2K
HeartBeam, Inc.
Shares:367.6K
Value:$739.0K
EOG RESOURCES INC
Shares:5.5K
Value:$707.1K
316092865
Shares:13.5K
Value:$689.5K
81369Y407
Shares:3.4K
Value:$664.3K
316092881
Shares:13.5K
Value:$652.1K