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 9 of 13
MARSH & MCLENNAN COMPANIES, INC.
Shares:2.6K
Value:$646.4K
ORACLE CORP
Shares:4.6K
Value:$642.0K
NASDAQ, INC.
Shares:7.9K
Value:$599.1K
464287622
Shares:1.9K
Value:$597.8K
CVS HEALTH Corp
Shares:8.7K
Value:$591.3K
NORFOLK SOUTHERN CORP
Shares:2.5K
Value:$590.5K
KLA CORP
Shares:846
Value:$575.1K
Philip Morris International Inc.
Shares:3.6K
Value:$572.5K
BRISTOL MYERS SQUIBB CO
Shares:9.3K
Value:$567.0K
NORTHERN TRUST CORP
Shares:5.4K
Value:$537.1K
CSX CORP
Shares:16.5K
Value:$486.0K
CUMMINS INC
Shares:1.5K
Value:$485.2K
GLOBE LIFE INC.
Shares:3.6K
Value:$480.5K
Sarepta Therapeutics, Inc.
Shares:7.3K
Value:$466.4K
316092857
Shares:16.6K
Value:$455.1K
AFLAC INC
Shares:4.0K
Value:$442.0K
ALTRIA GROUP, INC.
Shares:7.2K
Value:$434.4K
808524409
Shares:16.3K
Value:$433.8K
922042775
Shares:7.1K
Value:$430.5K
464287507
Shares:7.4K
Value:$430.0K