Smith Salley Wealth Management
275 holdingsFiling period: 2026-06-30Current AUM: $2.33Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 778.3K | $155.7M | $159.3M | 6.84% | +2.2K | 2026-06-30 |
| 2 | AAPL | Apple Inc | 412.0K | $119.2M | $142.0M | 6.10% | -4,424 | 2026-06-30 |
| 3 | GOOG | Alphabet Inc | 277.7K | $98.1M | $77.3M | 3.32% | -571 | 2026-06-30 |
| 4 | MSFT | Microsoft Corp | 243.7K | $90.9M | $127.2M | 5.47% | +2.6K | 2026-06-30 |
| 5 | AMZN | Amazon.com Inc | 266.0K | $63.4M | $63.9M | 2.75% | -14,978 | 2026-06-30 |
| 6 | AVGO | Broadcom Inc | 162.7K | $61.5M | $53.0M | 2.28% | +37.2K | 2026-06-30 |
| 7 | MU | Micron Technology Inc | 49.2K | $56.8M | $43.5M | 1.87% | -1,233 | 2026-06-30 |
| 8 | JPM | JPMorgan Chase & Co | 162.4K | $53.2M | $54.7M | 2.35% | +1.3K | 2026-06-30 |
| 9 | — | Asml Hldg NV | 26.7K | $53.1M | $53.1M | 2.28% | +503 | 2026-06-30 |
| 10 | BRK-B | Berkshire Hathaway Inc Del | 101.6K | $50.9M | $50.9M | 2.19% | -890 | 2026-06-30 |
| 11 | META | Meta Platforms Inc | 80.7K | $45.5M | $49.7M | 2.13% | +117 | 2026-06-30 |
| 12 | TJX | Tjx Cos Inc New | 278.6K | $42.2M | $39.1M | 1.68% | -2,405 | 2026-06-30 |
| 13 | V | Visa Inc | 120.3K | $41.3M | $49.8M | 2.14% | -395 | 2026-06-30 |
| 14 | ADI | Analog Devices Inc | 102.6K | $40.8M | $42.8M | 1.84% | -7,841 | 2026-06-30 |
| 15 | RTX | Rtx Corporation | 214.0K | $40.6M | $42.8M | 1.84% | +18 | 2026-06-30 |
| 16 | ABBV | Abbvie Inc | 159.1K | $40.0M | $46.9M | 2.02% | -1,717 | 2026-06-30 |
| 17 | APH | Amphenol Corp | 224.0K | $39.5M | $35.5M | 1.53% | +128.7K | 2026-06-30 |
| 18 | ANET | Arista Networks Inc | 203.2K | $34.5M | $34.3M | 1.47% | +5.2K | 2026-06-30 |
| 19 | NEE | Nextera Energy Inc | 364.7K | $32.0M | $30.5M | 1.31% | +925 | 2026-06-30 |
| 20 | MRVL | Marvell Technology Inc | 106.7K | $31.8M | $21.0M | 0.90% | -180,864 | 2026-06-30 |
| 21 | GOOGL | Alphabet Inc | 86.2K | $30.8M | $24.1M | 1.04% | +9.6K | 2026-06-30 |
| 22 | TMO | Thermo Fisher Scientific Inc | 58.9K | $29.5M | $41.0M | 1.76% | -530 | 2026-06-30 |
| 23 | LOW | Lowes Cos Inc | 133.7K | $29.5M | $28.0M | 1.20% | -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 | $33.6M | 1.45% | +2.8K | 2026-06-30 |
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