Smith Salley Wealth Management
268 holdingsFiling period: 2026-03-31Current AUM: $2.28Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 776.1K | $135.4M | $155.8M | 6.85% | -1,695 | 2026-03-31 |
| 2 | AAPL | APPLE INC | 416.5K | $105.7M | $128.6M | 5.65% | +2.5K | 2026-03-31 |
| 3 | MSFT | MICROSOFT CORP | 241.1K | $89.3M | $112.0M | 4.92% | +3.8K | 2026-03-31 |
| 4 | GOOG | ALPHABET INC | 278.3K | $79.8M | $99.3M | 4.36% | +2.5K | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC | 281.0K | $58.5M | $76.3M | 3.35% | +7.0K | 2026-03-31 |
| 6 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 102.5K | $49.1M | $49.1M | 2.16% | +1.2K | 2026-03-31 |
| 7 | JPM | JPMORGAN CHASE & CO | 161.1K | $47.4M | $56.7M | 2.49% | +2.7K | 2026-03-31 |
| 8 | META | META PLATFORMS INC | 80.6K | $46.1M | $44.9M | 1.97% | +1.6K | 2026-03-31 |
| 9 | TJX | TJX COS INC NEW | 281.0K | $44.9M | $44.2M | 1.94% | +3.4K | 2026-03-31 |
| 10 | RTX | RTX CORPORATION | 214.0K | $41.3M | $46.1M | 2.02% | +5.7K | 2026-03-31 |
| 11 | AVGO | BROADCOM INC | 125.5K | $38.8M | $48.9M | 2.15% | +29.0K | 2026-03-31 |
| 12 | V | VISA INC | 120.7K | $36.5M | $44.2M | 1.94% | +2.4K | 2026-03-31 |
| 13 | ADI | ANALOG DEVICES INC | 110.5K | $35.1M | $40.6M | 1.78% | +1.1K | 2026-03-31 |
| 14 | ABBV | ABBVIE INC | 160.8K | $35.0M | $40.3M | 1.77% | +3.4K | 2026-03-31 |
| 15 | — | ASML HLDG NV | 26.2K | $34.6M | $34.6M | 1.52% | -3,584 | 2026-03-31 |
| 16 | NEE | NEXTERA ENERGY INC | 363.8K | $33.8M | $31.6M | 1.39% | +9.3K | 2026-03-31 |
| 17 | LOW | LOWES COS INC | 134.9K | $31.9M | $28.0M | 1.23% | +1.9K | 2026-03-31 |
| 18 | TMO | THERMO FISHER SCIENTIFIC INC | 59.4K | $29.2M | $34.1M | 1.50% | +671 | 2026-03-31 |
| 19 | MRVL | MARVELL TECHNOLOGY INC | 287.6K | $28.5M | $53.9M | 2.37% | +3.2K | 2026-03-31 |
| 20 | — | LINDE PLC | 54.6K | $27.1M | $27.1M | 1.19% | +1.9K | 2026-03-31 |
| 21 | BN | BROOKFIELD CORP | 657.5K | $26.6M | $28.0M | 1.23% | +6.6K | 2026-03-31 |
| 22 | CVX | CHEVRON CORPORATION | 126.9K | $26.2M | $25.0M | 1.10% | +4.2K | 2026-03-31 |
| 23 | MA | MASTERCARD INCORPORATED | 50.8K | $25.4M | $29.1M | 1.28% | +135 | 2026-03-31 |
| 24 | ANET | ARISTA NETWORKS INC | 198.0K | $24.3M | $35.7M | 1.57% | +3.6K | 2026-03-31 |
| 25 | PG | PROCTER & GAMBLE CO | 163.7K | $23.6M | $23.7M | 1.04% | +6.0K | 2026-03-31 |
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