Smith Salley Wealth Management
275 holdingsFiling period: 2026-06-30Current AUM: $2.32Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 778.3K | $155.7M | $165.1M | 7.13% | +2.2K | 2026-06-30 |
| 2 | AAPL | APPLE INC | 412.0K | $119.2M | $136.5M | 5.90% | -4,424 | 2026-06-30 |
| 3 | GOOG | ALPHABET INC | 277.7K | $98.1M | $94.8M | 4.10% | -571 | 2026-06-30 |
| 4 | MSFT | MICROSOFT CORP | 243.7K | $90.9M | $121.2M | 5.23% | +2.6K | 2026-06-30 |
| 5 | AMZN | AMAZON COM INC | 266.0K | $63.4M | $66.1M | 2.85% | -14,978 | 2026-06-30 |
| 6 | AVGO | BROADCOM INC | 162.7K | $61.5M | $55.2M | 2.38% | +37.2K | 2026-06-30 |
| 7 | MU | MICRON TECHNOLOGY INC | 49.2K | $56.8M | $45.6M | 1.97% | -1,233 | 2026-06-30 |
| 8 | JPM | JPMORGAN CHASE & CO | 162.4K | $53.2M | $57.3M | 2.47% | +1.3K | 2026-06-30 |
| 9 | — | ASML HLDG NV | 26.7K | $53.1M | $53.1M | 2.29% | +503 | 2026-06-30 |
| 10 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 101.6K | $50.9M | $50.9M | 2.20% | -890 | 2026-06-30 |
| 11 | META | META PLATFORMS INC | 80.7K | $45.5M | $54.1M | 2.34% | +117 | 2026-06-30 |
| 12 | TJX | TJX COS INC NEW | 278.6K | $42.2M | $34.7M | 1.50% | -2,405 | 2026-06-30 |
| 13 | V | VISA INC | 120.3K | $41.3M | $45.2M | 1.95% | -395 | 2026-06-30 |
| 14 | ADI | ANALOG DEVICES INC | 102.6K | $40.8M | $37.1M | 1.60% | -7,841 | 2026-06-30 |
| 15 | RTX | RTX CORPORATION | 214.0K | $40.6M | $41.8M | 1.81% | +18 | 2026-06-30 |
| 16 | ABBV | ABBVIE INC | 159.1K | $40.0M | $41.8M | 1.81% | -1,717 | 2026-06-30 |
| 17 | APH | AMPHENOL CORP | 224.0K | $39.5M | $34.8M | 1.50% | +128.7K | 2026-06-30 |
| 18 | ANET | ARISTA NETWORKS INC | 203.2K | $34.5M | $39.2M | 1.69% | +5.2K | 2026-06-30 |
| 19 | NEE | NEXTERA ENERGY INC | 364.7K | $32.0M | $29.6M | 1.28% | +925 | 2026-06-30 |
| 20 | MRVL | MARVELL TECHNOLOGY INC | 106.7K | $31.8M | $23.7M | 1.02% | -180,864 | 2026-06-30 |
| 21 | GOOGL | ALPHABET INC | 86.2K | $30.8M | $29.7M | 1.28% | +9.6K | 2026-06-30 |
| 22 | TMO | THERMO FISHER SCIENTIFIC INC | 58.9K | $29.5M | $37.8M | 1.63% | -530 | 2026-06-30 |
| 23 | LOW | LOWES COS INC | 133.7K | $29.5M | $26.0M | 1.12% | -1,182 | 2026-06-30 |
| 24 | AMD | ADVANCED MICRO DEVICES INC | 49.6K | $28.8M | $25.0M | 1.08% | +47.8K | 2026-06-30 |
| 25 | LLY | ELI LILLY & CO | 23.7K | $28.5M | $27.0M | 1.16% | +2.8K | 2026-06-30 |
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