Smith Salley Wealth Management
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 15, 2025), Smith Salley Wealth Management reported 245 stock positions worth $1.6 billion. Its top holding was Apple (AAPL) at 6.3% of the portfolio, followed by Microsoft (MSFT, 5.9%) and Nvidia (NVDA, 5.6%). Compared with Q3 2024, it opened 17 new positions, sold out of 7, added to 103 and reduced 87. The biggest buy was a new position in Curtiss-Wright (CW) and the biggest sale Diageo PLC-Sponsored ADR (DEO, shares −91%).
- Most Recent 13F
- Q2 2026
- Location
- GREENSBORO, NC
- CIK
- 0001482012
- Portfolio Value
- $1.6B (Q4 2024)
- SEC Filing
- 0001062993-25-000804 ↗ filed Jan 15, 2025
Holdings Value
Holdings 245 stocks · $1.6B
| AAPL Apple Inc. | 6.34% | 393,952 | $98.7M | Add +0.8% |
| MSFT Microsoft Corp. | 5.93% | 219,094 | $92.3M | Add +1.9% |
| NVDA Nvidia Corp. | 5.63% | 652,556 | $87.6M | Add +2.8% |
| AMZN Amazon.com Inc. | 3.57% | 253,606 | $55.6M | Add +2.4% |
| GOOG Alphabet Inc. Class C | 3.11% | 254,238 | $48.4M | Add +10.1% |
| META Meta Platforms Inc. Class A | 3.05% | 81,015 | $47.4M | Add +4.2% |
| JPM JPMorgan Chase & Co. | 2.90% | 188,317 | $45.1M | Add +0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.85% | 97,964 | $44.4M | Add +0.9% |
| V Visa Inc. Class A | 2.24% | 110,556 | $34.9M | Add +1.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.04% | 263,376 | $31.8M | Add +1.7% |
| LOW Lowe's Cos Inc. | 1.98% | 124,897 | $30.8M | Add +1.5% |
| ABBV Abbvie Inc. | 1.94% | 170,180 | $30.2M | Add +0.8% |
| MA Mastercard Inc. Class A | 1.66% | 49,076 | $25.8M | Add +1.9% |
| PG The Procter & Gamble Co. | 1.63% | 151,647 | $25.4M | Add +0.2% |
| TMO Thermo Fisher Scientific Inc. | 1.63% | 48,671 | $25.3M | Add +13.9% |
| BN Brookfield Corp. | 1.59% | 429,698 | $24.7M | Add +1.0% |
| AME Ametek Inc. | 1.49% | 128,728 | $23.2M | Add +1.5% |
| RTX RTX Corp. | 1.46% | 195,885 | $22.7M | Add +1.9% |
| ADI Analog Devices Inc. | 1.41% | 103,130 | $21.9M | Add +1.7% |
| NEE Nextera Energy Inc. | 1.35% | 293,007 | $21.0M | Add +0.6% |
| NXPI NXP Semiconductors NV | 1.30% | 97,602 | $20.3M | Add +0.9% |
| ASML ASML Holding NV-NY Reg SHS | 1.26% | 28,260 | $19.6M | Add +34.0% |
| MRVL Marvell Technology Inc. | 1.25% | 176,578 | $19.5M | Add +5.7% |
| ABT Abbott Laboratories | 1.25% | 172,398 | $19.5M | Add +1.0% |
| LIN Linde PLC | 1.25% | 46,343 | $19.4M | Add +0.8% |
| ACN Accenture PLC Class A | 1.21% | 53,562 | $18.8M | Add +2.3% |
| PEP Pepsico Inc. | 1.20% | 123,046 | $18.7M | Reduce -1.6% |
| SPGI S&P Global Inc. | 1.19% | 37,079 | $18.5M | Add +0.7% |
| ROP Roper Technologies Inc. | 1.16% | 34,866 | $18.1M | Add +1.4% |
| CVX Chevron Corp. | 1.14% | 122,656 | $17.8M | Reduce -0.4% |
| UNP Union Pacific Corp. | 1.08% | 74,045 | $16.9M | Add +0.7% |
| MRK Merck & Co. Inc. | 1.07% | 168,180 | $16.7M | Reduce -0.0% |
| AVGO Broadcom Inc. | 1.04% | 69,748 | $16.2M | Reduce -0.9% |
| STZ Constellation Brands Inc. Class A | 1.01% | 71,277 | $15.8M | Add +1.8% |
| MKL Markel Group Inc. | 1.01% | 9,124 | $15.8M | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 0.94% | 77,461 | $14.7M | Add +11.2% |
| MDT Medtronic PLC | 0.91% | 176,688 | $14.1M | Add +2.0% |
| PNC PNC Financial Services Group | 0.78% | 63,008 | $12.2M | Add +0.9% |
| CASY Casey's General Stores Inc. | 0.76% | 29,783 | $11.8M | Add +1.9% |
| CW Curtiss-Wright Corp. | 0.71% | 31,206 | $11.1M | New |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.71% | 244,507 | $11.1M | Add +2.5% |
| ELV Elevance Health Inc. | 0.70% | 29,705 | $11.0M | Reduce -4.4% |
| NOC Northrop Grumman Corp. | 0.64% | 21,149 | $9.9M | Reduce -11.6% |
| TDG Transdigm Group Inc. | 0.62% | 7,599 | $9.6M | Add +3.9% |
| XYL Xylem Inc. | 0.60% | 80,880 | $9.4M | Add +0.3% |
| CHE Chemed Corp. | 0.58% | 16,988 | $9.0M | Add +1.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.54% | 162,690 | $8.4M | Add +1.8% |
| FTEC Fidelity MSCI Info Tech Indx | 0.53% | 44,767 | $8.3M | Reduce -4.0% |
| HD Home Depot Inc. | 0.51% | 20,360 | $7.9M | Add +5.3% |
| ANET Arista Networks Inc. | 0.51% | 71,395 | $7.9M | Add +13.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.46% | 102,292 | $7.2M | Reduce -4.2% |
| JNJ Johnson & Johnson | 0.41% | 44,313 | $6.4M | Reduce -1.7% |
| WMT Walmart Inc. | 0.40% | 69,500 | $6.3M | Reduce -0.9% |
| MBB iShares MBS ETF | 0.40% | 67,163 | $6.2M | Add +58.8% |
| BAM Brookfield Asset Mgmt-A | 0.39% | 111,718 | $6.1M | Add +0.9% |
| XOM Exxon Mobil Corp. | 0.39% | 56,239 | $6.0M | Reduce -0.2% |
| DUK Duke Energy Corp. | 0.36% | 51,525 | $5.6M | Reduce -1.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.34% | 119,060 | $5.2M | Reduce -0.9% |
| ETN Eaton Corp. PLC | 0.32% | 14,866 | $4.9M | Reduce -2.5% |
| FBNC First Bancorp | 0.32% | 111,644 | $4.9M | Reduce -0.1% |
| MCO Moody's Corp. | 0.30% | 9,708 | $4.6M | Add +6.5% |
| IEF iShares 7-10 Year Treasury B | 0.26% | 44,542 | $4.1M | Add +1.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.26% | 14,190 | $4.1M | Reduce -1.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.26% | 79,133 | $4.1M | Add +1.6% |
| VGT Vanguard Info Tech ETF | 0.26% | 6,463 | $4.0M | Reduce -5.0% |
| AXP American Express Co. | 0.25% | 13,171 | $3.9M | No change |
| CSCO Cisco Systems Inc. | 0.25% | 65,990 | $3.9M | Reduce -4.0% |
| AMGN Amgen Inc. | 0.25% | 14,838 | $3.9M | Reduce -0.1% |
| KO The Coca-Cola Co. | 0.24% | 60,135 | $3.7M | Add +0.3% |
| TLT iShares 20+ Year Treasury BD | 0.24% | 42,622 | $3.7M | Add +1.1% |
| FNCL Fidelity MSCI Financial Indx | 0.23% | 52,354 | $3.6M | Add +7.3% |
| IEMG iShares Core MSCI Emerging | 0.23% | 68,400 | $3.6M | Reduce -4.5% |
| HON Honeywell International Inc. | 0.23% | 15,647 | $3.5M | Reduce -76.7% |
| TXN Texas Instruments Inc. | 0.22% | 18,536 | $3.5M | Add +0.1% |
| SBUX Starbucks Corp. | 0.22% | 37,660 | $3.4M | Add +3.0% |
| FCOM Fidelity MSCI Comm Serv Indx | 0.22% | 58,047 | $3.4M | Reduce -3.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 5,651 | $3.3M | Add +56.4% |
| ADBE Adobe Inc. | 0.21% | 7,250 | $3.2M | Add +11.0% |
| CAT Caterpillar Inc. | 0.20% | 8,524 | $3.1M | Reduce -0.2% |
| EMR Emerson Electric Co. | 0.20% | 24,896 | $3.1M | Reduce -1.8% |
| WFC Wells Fargo & Co. | 0.19% | 42,334 | $3.0M | Add +1.2% |
| QCOM Qualcomm Inc. | 0.19% | 19,351 | $3.0M | Add +1.3% |
| FHLC Fidelity MSCI Health Care | 0.18% | 43,553 | $2.8M | Reduce -4.6% |
| HBAN Huntington Bancshares Inc. | 0.18% | 169,127 | $2.8M | Add +0.2% |
| ENB Enbridge Inc. | 0.17% | 63,534 | $2.7M | Reduce -0.7% |
| BLK BlackRock Inc. | 0.17% | 2,606 | $2.7M | New |
| MS Morgan Stanley | 0.17% | 20,939 | $2.6M | Add +1.1% |
| IT Gartner Inc. | 0.16% | 5,252 | $2.5M | Add +7.6% |
| CB Chubb Ltd. | 0.16% | 9,192 | $2.5M | Add +0.4% |
| T AT&T Inc. | 0.16% | 110,105 | $2.5M | Reduce -0.7% |
| AEP American Electric Power | 0.16% | 26,805 | $2.5M | Add +0.2% |
| MELI MercadoLibre Inc. | 0.16% | 1,451 | $2.5M | Add +12.1% |
| MCD McDonald's Corp. | 0.16% | 8,485 | $2.5M | Reduce -2.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.16% | 5,992 | $2.5M | Add +2.8% |
| PRF Invesco Rafi US 1000 ETF | 0.15% | 59,400 | $2.4M | No change |
| PAYX Paychex Inc. | 0.15% | 16,669 | $2.3M | Reduce -0.3% |
| VIG Vanguard Dividend Apprec ETF | 0.15% | 11,843 | $2.3M | Add +4.7% |
| FDIS Fidelity MSCI Cons Discr Ind | 0.15% | 23,781 | $2.3M | Reduce -5.2% |
| LMT Lockheed Martin Corp. | 0.15% | 4,693 | $2.3M | Reduce -0.6% |
| IQV Iqvia Holdings Inc. | 0.14% | 11,106 | $2.2M | Add +6.9% |
Portfolio Sells Q3 2024 → Q4 2024
| DEO Diageo PLC-Sponsored ADR | Reduce -90.7% | 0.06% | −0.69 |
| HON Honeywell International Inc. | Reduce -76.7% | 0.23% | −0.68 |
| ELV Elevance Health Inc. | Reduce -4.4% | 0.70% | −0.35 |
| IEI iShares 3-7 Year Treasury Bo | Sold out | 0.00% | −0.28 |
| PEP Pepsico Inc. | Reduce -1.6% | 1.20% | −0.19 |
| NOC Northrop Grumman Corp. | Reduce -11.6% | 0.64% | −0.19 |
| MRK Merck & Co. Inc. | Reduce -0.0% | 1.07% | −0.17 |
| XLP SS Consumer Staples Sel Sect | Reduce -88.4% | 0.02% | −0.17 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -4.2% | 0.46% | −0.08 |
| SCHX Schwab US Large-Cap ETF | Sold out | 0.00% | −0.07 |
| JNJ Johnson & Johnson | Reduce -1.7% | 0.41% | −0.07 |
| AMGN Amgen Inc. | Reduce -0.1% | 0.25% | −0.06 |
| NKE Nike Inc. Class B | Reduce -19.8% | 0.11% | −0.05 |
| CVX Chevron Corp. | Reduce -0.4% | 1.14% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -0.2% | 0.39% | −0.04 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Sold out | 0.00% | −0.04 |
| IEMG iShares Core MSCI Emerging | Reduce -4.5% | 0.23% | −0.04 |
| DUK Duke Energy Corp. | Reduce -1.0% | 0.36% | −0.04 |
| FHLC Fidelity MSCI Health Care | Reduce -4.6% | 0.18% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -0.6% | 0.15% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -1.6% | 0.12% | −0.03 |
| CVS CVS Health Corp. | Reduce -11.5% | 0.05% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -7.6% | 0.09% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -1.1% | 0.12% | −0.02 |
| FENY Fidelity MSCI Energy Index | Reduce -20.5% | 0.07% | −0.02 |
| CAT Caterpillar Inc. | Reduce -0.2% | 0.20% | −0.02 |
| SCHA Schwab US Small-Cap ETF | Sold out | 0.00% | −0.02 |
| FSTA Fidelity MSCI Cons Stap Indx | Reduce -16.3% | 0.07% | −0.02 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Sold out | 0.00% | −0.02 |
| MCD McDonald's Corp. | Reduce -2.8% | 0.16% | −0.02 |
| CL Colgate-Palmolive Co. | Reduce -2.0% | 0.08% | −0.02 |
| KLAC KLA Corp. | Reduce -7.1% | 0.05% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -1.6% | 0.08% | −0.01 |
| AMD Advanced Micro Devices | Reduce -31.1% | 0.01% | −0.01 |
| GE General Electric | Sold out | 0.00% | −0.01 |
| PLD Prologis Inc. | Reduce -2.0% | 0.06% | −0.01 |
| FNDA Schwab Fndmntl US SM Co. ETF | Reduce -45.9% | 0.02% | −0.01 |
| ETN Eaton Corp. PLC | Reduce -2.5% | 0.32% | −0.01 |
| SCHI Schwab 5-10 Year Corporate B | Sold out | 0.00% | −0.01 |
| FIDU Fidelity MSCI Indust Indx | Reduce -4.4% | 0.14% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -7.0% | 0.06% | −0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -20.8% | 0.03% | −0.01 |
| PHM Pultegroup Inc. | Reduce -7.3% | 0.03% | −0.01 |
| BEPC Brookfield Renewable Corp. | Reduce -3.0% | 0.05% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -0.7% | 0.06% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -23.4% | 0.03% | −0.01 |
| WM Waste Management Inc. | Reduce -8.6% | 0.05% | −0.01 |
| FMAT Fidelity MSCI Materials Indx | Reduce -3.1% | 0.04% | −0.01 |
| APD Air Products & Chemicals Inc. | Reduce -1.2% | 0.12% | −0.01 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | Reduce -9.6% | 0.05% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| CW Curtiss-Wright Corp. | New | 0.71% | +0.71 |
| NVDA Nvidia Corp. | Add +2.8% | 5.63% | +0.59 |
| GOOG Alphabet Inc. Class C | Add +10.1% | 3.11% | +0.59 |
| AMZN Amazon.com Inc. | Add +2.4% | 3.57% | +0.56 |
| MRVL Marvell Technology Inc. | Add +5.7% | 1.25% | +0.46 |
| AAPL Apple Inc. | Add +0.8% | 6.34% | +0.38 |
| JPM JPMorgan Chase & Co. | Add +0.8% | 2.90% | +0.32 |
| V Visa Inc. Class A | Add +1.2% | 2.24% | +0.28 |
| GOOGL Alphabet Inc. Class A | Add +11.2% | 0.94% | +0.19 |
| BLK BlackRock Inc. | New | 0.17% | +0.17 |
| META Meta Platforms Inc. Class A | Add +4.2% | 3.05% | +0.14 |
| AGZ iShares Agency Bond ETF | New | 0.14% | +0.14 |
| MBB iShares MBS ETF | Add +58.8% | 0.40% | +0.13 |
| ANET Arista Networks Inc. | Add +13.2% | 0.51% | +0.11 |
| ASML ASML Holding NV-NY Reg SHS | Add +34.0% | 1.26% | +0.11 |
| BN Brookfield Corp. | Add +1.0% | 1.59% | +0.11 |
| MA Mastercard Inc. Class A | Add +1.9% | 1.66% | +0.11 |
| BX Blackstone Inc. | New | 0.10% | +0.10 |
| MKL Markel Group Inc. | Add +0.8% | 1.01% | +0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +56.4% | 0.21% | +0.08 |
| AME Ametek Inc. | Add +1.5% | 1.49% | +0.07 |
| TSLA Tesla Inc. | Add +44.4% | 0.11% | +0.06 |
| SRPT Sarepta Therapeutics Inc. | New | 0.06% | +0.06 |
| TJX TJX Companies Inc. | Add +1.7% | 2.04% | +0.05 |
| BAM Brookfield Asset Mgmt-A | Add +0.9% | 0.39% | +0.05 |
| CASY Casey's General Stores Inc. | Add +1.9% | 0.76% | +0.04 |
| VYM Vanguard High DVD Yield ETF | Add +56.9% | 0.11% | +0.04 |
| XLY SS Consumer Disc Select Sect | Add +67.5% | 0.08% | +0.04 |
| WFC Wells Fargo & Co. | Add +1.2% | 0.19% | +0.04 |
| NFLX Netflix Inc. | Add +14.7% | 0.10% | +0.03 |
| MS Morgan Stanley | Add +1.1% | 0.17% | +0.03 |
| FNCL Fidelity MSCI Financial Indx | Add +7.3% | 0.23% | +0.03 |
| CRM Salesforce Inc. | Add +8.3% | 0.12% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +44.7% | 0.09% | +0.03 |
| AXON Axon Enterprise Inc. | New | 0.03% | +0.03 |
| PNC PNC Financial Services Group | Add +0.9% | 0.78% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.02% | +0.02 |
| HUBS HubSpot Inc. | New | 0.02% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +14.7% | 0.11% | +0.02 |
| PANW Palo Alto Networks Inc. | New | 0.02% | +0.02 |
| HBAN Huntington Bancshares Inc. | Add +0.2% | 0.18% | +0.01 |
| SGOV iShares 0-3 Month Treasury B | New | 0.01% | +0.01 |
| DLR Digital Realty Trust Inc. | Add +4.7% | 0.13% | +0.01 |
| DFS Discover Financial Services | New | 0.01% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +14.3% | 0.08% | +0.01 |
| DAL Delta Air Lines Inc. | New | 0.01% | +0.01 |
| SHOP Shopify Inc. Class A | New | 0.01% | +0.01 |
| CMG Chipotle Mexican Grill Inc. | New | 0.01% | +0.01 |
| GS Goldman Sachs Group Inc. | New | 0.01% | +0.01 |
| LRCX Lam Research Corp. | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 275 | $2.3B | NVDA, AAPL, GOOG, MSFT, AMZN |
| Q1 2026 | 267 | $2.0B | NVDA, AAPL, MSFT, GOOG, AMZN |
| Q4 2025 | 264 | $2.0B | NVDA, MSFT, AAPL, GOOG, AMZN |
| Q3 2025 | 263 | $1.9B | NVDA, MSFT, AAPL, GOOG, AMZN |
| Q2 2025 | 255 | $1.7B | NVDA, MSFT, AAPL, AMZN, META |
| Q1 2025 | 244 | $1.5B | AAPL, MSFT, NVDA, BRK.B, AMZN |
| Q4 2024 | 245 | $1.6B | AAPL, MSFT, NVDA, AMZN, GOOG |
| Q3 2024 | 235 | $1.5B | MSFT, AAPL, NVDA, AMZN, BRK.B |
| Q2 2024 | 225 | $1.4B | MSFT, NVDA, AAPL, AMZN, GOOG |
| Q1 2024 | 222 | $1.3B | MSFT, AAPL, NVDA, AMZN, BRK.B |