Smith Salley Wealth Management

13F Filings History

Latest 13F report
Q3 2024 - Oct 24, 2024
Value $
$1.53B
Signature - Title
Brian May - Chief Compliance Officer
Location
Greensboro, NC
Summary
This page shows a list of all the recent 13F filings made by Smith Salley Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Smith Salley Wealth Management reported 235 stock holdings with total value $1.53B as of Q3 2024. Top holdings included MSFT, AAPL, NVDA, AMZN, and BRKB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 235 $1.53B +$107M -$33.8M +$72.8M MSFT, AAPL, NVDA, AMZN, BRKB 13F-HR 10/24/2024, 10:29 AM
Q2 2024 225 $1.39B +$148M -$12.6M +$135M MSFT, NVDA, AAPL, AMZN, GOOG 13F-HR 7/29/2024, 04:24 PM
Q1 2024 222 $1.29B +$32.7M -$437M -$404M MSFT, AAPL, NVDA, AMZN, BRKB 13F-HR 5/2/2024, 02:32 PM
Q4 2023 242 $1.55B +$71.4M -$20.5M +$50.9M MSFT, AAPL, BRKB, AMZN, GOOG 13F-HR 1/24/2024, 10:34 AM
Q3 2023 229 $1.35B +$76.3M -$29.2M +$47.1M MSFT, AAPL, BRKB, GOOG, AMZN 13F-HR 10/27/2023, 01:29 PM
Q2 2023 226 $1.36B +$59.1M -$49M +$10M MSFT, AAPL, BRKB, AMZN, GOOG 13F-HR 8/4/2023, 03:57 PM
Q1 2023 226 $1.26B +$79.4M -$56.7M +$22.7M MSFT, AAPL, BRKB, ABBV, GOOG 13F-HR 5/3/2023, 08:57 AM
Q4 2022 223 $1.17B +$66.9M -$71.6M -$4.7M MSFT, AAPL, BRKB, ABBV, CVX 13F-HR 2/3/2023, 02:44 PM
Q3 2022 214 $1.07B +$44.6M -$24.9M +$19.7M MSFT, AAPL, BRKB, AMZN, ABBV 13F-HR 11/1/2022, 10:24 AM
Q2 2022 227 $1.16B +$94M -$54.7M +$39.3M MSFT, AAPL, BRKB, ABBV, GOOG 13F-HR 8/1/2022, 10:41 AM
Q1 2022 239 $1.32B +$40M -$60.2M -$20.3M MSFT, AAPL, AMZN, BRKB, GOOG 13F-HR 5/10/2022, 02:21 PM
Q4 2021 253 $1.41B +$71.2M -$56.2M +$15M MSFT, AAPL, AMZN, GOOG, JPST 13F-HR 2/10/2022, 09:36 AM
Q3 2021 252 $1.27B +$50.9M -$12.1M +$38.8M MSFT, AAPL, AMZN, JPST, GOOG 13F-HR 11/5/2021, 03:37 PM
Q2 2021 249 $1.24B +$78.1M -$24.7M +$53.4M MSFT, AAPL, AMZN, GOOG, JPM 13F-HR 8/9/2021, 05:15 PM
Q1 2021 230 $1.11B +$99.9M -$23M +$76.9M MSFT, AAPL, AMZN, JPM, LOW 13F-HR 4/30/2021, 04:08 PM
Q4 2020 214 $987M +$97.8M -$32.1M +$65.7M AAPL, MSFT, AMZN, TJX, JPM 13F-HR 1/28/2021, 10:39 AM
Q3 2020 191 $827M +$72.8M -$12.5M +$60.3M AAPL, MSFT, AMZN, PG, LOW 13F-HR 11/5/2020, 11:43 AM
Q2 2020 190 $749M +$71.9M -$25M +$46.8M MSFT, AAPL, AMZN, ABBV, PG 13F-HR 8/3/2020, 06:40 PM
Q1 2020 180 $601M +$55M -$57.4M -$2.42M MSFT, AAPL, PG, AMZN, BRKB 13F-HR 4/24/2020, 01:47 PM
Q4 2019 198 $758M +$31.8M -$28.5M +$3.29M MSFT, AAPL, JPM, BRKB, PG 13F-HR 1/27/2020, 12:19 PM
Q3 2019 190 $704M +$38.5M -$8.89M +$29.6M MSFT, AAPL, JPM, BRKB, TJX 13F-HR 10/30/2019, 02:20 PM
Q2 2019 190 $663M +$41.8M -$22.7M +$19.1M MSFT, AAPL, BRKB, JPM, CSCO 13F-HR 7/12/2019, 02:35 PM
Q1 2019 174 $621M +$60.7M -$50.3M +$10.3M MSFT, AAPL, CSCO, BRKB, JPM 13F-HR 5/3/2019, 02:07 PM
Q4 2018 171 $543M +$52M -$53.5M -$1.44M MSFT, SPY, BRKB, AAPL, JPM 13F-HR 2/5/2019, 09:14 AM
Q3 2018 188 $634M +$31.8M -$23.4M +$8.43M MSFT, AAPL, BRKB, JPM, CSCO 13F-HR 11/6/2018, 03:36 PM
Q2 2018 183 $584M +$33.8M -$20.5M +$13.3M MSFT, AAPL, JPM, BRKB, CSCO 13F-HR 8/10/2018, 02:33 PM
Q1 2018 177 $558M +$62.5M -$54.6M +$7.93M MSFT, BRKB, JPM, AAPL, CSCO 13F-HR 5/9/2018, 05:05 PM
Q4 2017 180 $558M +$36.9M -$24.7M +$12.2M MSFT, BRKB, AAPL, JPM, DWDP 13F-HR 2/12/2018, 12:12 PM
Q3 2017 171 $522M +$39.7M -$33.4M +$6.25M MSFT, BRKB, AAPL, DWDP, JPM 13F-HR 11/2/2017, 02:10 PM
Q2 2017 171 $497M +$27.2M -$24.9M +$2.31M MSFT, AAPL, BRKB, JPM, VOD 13F-HR 7/25/2017, 04:05 PM
Q1 2017 173 $487M +$51.4M -$67M -$15.6M MSFT, AAPL, BRKB, JPM, CSCO 13F-HR 5/5/2017, 11:32 AM
Q4 2016 159 $480M +$22.4M -$5.18M +$17.2M MSFT, AAPL, BRKB, JPM, AIG 13F-HR 2/1/2017, 03:55 PM
Q3 2016 157 $451M +$27M -$23.3M +$3.69M MSFT, AAPL, KMI, PG, VZ 13F-HR 11/14/2016, 10:30 AM
Q2 2016 159 $429M +$49.8M -$23M +$26.9M MSFT, GE, AAPL, VZ, TJX 13F-HR 7/29/2016, 01:58 PM
Q1 2016 159 $399M +$38.3M -$43.3M -$5.06M MSFT, AAPL, GE, VZ, TJX 13F-HR 5/10/2016, 04:26 PM
Q4 2015 160 $401M +$31.2M -$17.7M +$13.5M MSFT, GE, BRKB, AAPL, AIG 13F-HR 2/10/2016, 09:28 AM
Q3 2015 154 $371M +$34.3M -$22.4M +$11.9M MSFT, AAPL, GE, BRKB, DIS 13F-HR 11/12/2015, 03:13 PM
Q2 2015 160 $393M +$27.8M -$29.8M -$1.94M AAPL, MSFT, GE, BRKB, DIS 13F-HR 8/11/2015, 03:53 PM
Q1 2015 165 $392M +$54.9M -$44.4M +$10.5M AAPL, BRKB, GE, MSFT, UTX 13F-HR 5/5/2015, 01:08 PM
Q4 2014 169 $385M +$37.5M -$41.8M -$4.27M AAPL, BRKB, CSCO, MSFT, GE 13F-HR 2/4/2015, 11:23 AM
Q3 2014 174 $377M +$39.7M -$34.5M +$5.25M AAPL, BRKB, GVI, MSFT, GE 13F-HR 11/12/2014, 08:59 AM
Q2 2014 187 $374M +$223M -$7.26M +$215M AAPL, GVI, BRKB, UTX, XOM 13F-HR 8/13/2014, 01:37 PM
Q1 2014 111 $160M +$20.1M -$15.2M +$4.89M AAPL, BAC, MSFT, BRKB, JPM 13F-HR 5/12/2014, 01:58 PM
Q4 2013 104 $153M $0 $0 AAPL, BAC, BRKB, MSFT, VOD 13F-HR 2/11/2014, 09:22 AM