Notify me when Smith Salley Wealth Management files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 264 | $2,018,998,987 | +$83,840,577 | -$45,471,147 | +$38,369,430 | NVDA, MSFT, AAPL, GOOG, AMZN | 13F-HR | 27 Jan 2026, 14:53 |
| Q3 2025 | 263 | $1,943,043,961 | +$107,285,492 | -$36,906,085 | +$70,379,407 | NVDA, MSFT, AAPL, GOOG, AMZN | 13F-HR | 20 Oct 2025, 11:11 |
| Q2 2025 | 255 | $1,728,279,254 | +$86,512,096 | -$10,597,748 | +$75,914,348 | NVDA, MSFT, AAPL, AMZN, META | 13F-HR | 17 Jul 2025, 11:17 |
| Q1 2025 | 244 | $1,525,666,400 | +$68,477,793 | -$50,403,329 | +$18,074,464 | AAPL, MSFT, NVDA, BRKB, AMZN | 13F-HR | 25 Apr 2025, 15:59 |
| Q4 2024 | 245 | $1,556,877,530 | +$72,483,104 | -$44,708,014 | +$27,775,090 | AAPL, MSFT, NVDA, AMZN, GOOG | 13F-HR | 15 Jan 2025, 17:06 |
| Q3 2024 | 235 | $1,529,440,758 | +$106,662,390 | -$33,844,537 | +$72,817,853 | MSFT, AAPL, NVDA, AMZN, BRKB | 13F-HR | 24 Oct 2024, 10:29 |
| Q2 2024 | 225 | $1,393,105,763 | +$147,817,342 | -$12,606,320 | +$135,211,022 | MSFT, NVDA, AAPL, AMZN, GOOG | 13F-HR | 29 Jul 2024, 16:24 |
| Q1 2024 | 222 | $1,288,555,379 | +$32,724,345 | -$436,915,465 | -$404,191,120 | MSFT, AAPL, NVDA, AMZN, BRKB | 13F-HR | 02 May 2024, 14:32 |
| Q4 2023 | 242 | $1,547,355,451 | +$71,418,505 | -$20,523,488 | +$50,895,017 | MSFT, AAPL, BRKB, AMZN, GOOG | 13F-HR | 24 Jan 2024, 10:34 |
| Q3 2023 | 229 | $1,347,673,645 | +$76,321,781 | -$29,226,844 | +$47,094,937 | MSFT, AAPL, BRKB, GOOG, AMZN | 13F-HR | 27 Oct 2023, 13:29 |
| Q2 2023 | 226 | $1,355,514,455 | +$59,077,397 | -$49,041,624 | +$10,035,773 | MSFT, AAPL, BRKB, AMZN, GOOG | 13F-HR | 04 Aug 2023, 15:57 |
| Q1 2023 | 226 | $1,257,157,944 | +$79,361,202 | -$56,700,550 | +$22,660,652 | MSFT, AAPL, BRKB, ABBV, GOOG | 13F-HR | 03 May 2023, 08:57 |
| Q4 2022 | 223 | $1,169,087,801 | +$66,863,939 | -$71,564,623 | -$4,700,684 | MSFT, AAPL, BRKB, ABBV, CVX | 13F-HR | 03 Feb 2023, 14:44 |
| Q3 2022 | 214 | $1,074,861,000 | +$44,560,612 | -$24,893,394 | +$19,667,218 | MSFT, AAPL, BRKB, AMZN, ABBV | 13F-HR | 01 Nov 2022, 10:24 |
| Q2 2022 | 227 | $1,155,853,000 | +$93,996,834 | -$54,699,478 | +$39,297,356 | MSFT, AAPL, BRKB, ABBV, GOOG | 13F-HR | 01 Aug 2022, 10:41 |
| Q1 2022 | 239 | $1,324,176,000 | +$39,984,585 | -$60,238,660 | -$20,254,075 | MSFT, AAPL, AMZN, BRKB, GOOG | 13F-HR | 10 May 2022, 14:21 |
| Q4 2021 | 253 | $1,411,874,000 | +$71,157,381 | -$56,171,812 | +$14,985,569 | MSFT, AAPL, AMZN, GOOG, JPST | 13F-HR | 10 Feb 2022, 09:36 |
| Q3 2021 | 252 | $1,270,779,000 | +$50,925,196 | -$12,131,191 | +$38,794,005 | MSFT, AAPL, AMZN, JPST, GOOG | 13F-HR | 05 Nov 2021, 15:37 |
| Q2 2021 | 249 | $1,235,469,000 | +$78,083,015 | -$24,671,966 | +$53,411,049 | MSFT, AAPL, AMZN, GOOG, JPM | 13F-HR | 09 Aug 2021, 17:15 |
| Q1 2021 | 230 | $1,114,163,000 | +$99,920,809 | -$23,005,592 | +$76,915,217 | MSFT, AAPL, AMZN, JPM, LOW | 13F-HR | 30 Apr 2021, 16:08 |
| Q4 2020 | 214 | $987,191,000 | +$97,816,438 | -$32,069,608 | +$65,746,830 | AAPL, MSFT, AMZN, TJX, JPM | 13F-HR | 28 Jan 2021, 10:39 |
| Q3 2020 | 191 | $827,093,000 | +$72,823,537 | -$12,479,630 | +$60,343,907 | AAPL, MSFT, AMZN, PG, LOW | 13F-HR | 05 Nov 2020, 11:43 |
| Q2 2020 | 190 | $749,323,000 | +$71,855,527 | -$25,017,155 | +$46,838,372 | MSFT, AAPL, AMZN, ABBV, PG | 13F-HR | 03 Aug 2020, 18:40 |
| Q1 2020 | 180 | $601,191,000 | +$54,960,329 | -$57,381,029 | -$2,420,700 | MSFT, AAPL, PG, AMZN, BRKB | 13F-HR | 24 Apr 2020, 13:47 |
| Q4 2019 | 198 | $758,361,000 | +$31,778,028 | -$28,488,483 | +$3,289,545 | MSFT, AAPL, JPM, BRKB, PG | 13F-HR | 27 Jan 2020, 12:19 |
| Q3 2019 | 190 | $703,686,000 | +$38,521,531 | -$8,885,450 | +$29,636,081 | MSFT, AAPL, JPM, BRKB, TJX | 13F-HR | 30 Oct 2019, 14:20 |
| Q2 2019 | 190 | $663,277,000 | +$41,805,192 | -$22,737,559 | +$19,067,633 | MSFT, AAPL, BRKB, JPM, CSCO | 13F-HR | 12 Jul 2019, 14:35 |
| Q1 2019 | 174 | $621,284,000 | +$60,664,189 | -$50,335,649 | +$10,328,540 | MSFT, AAPL, CSCO, BRKB, JPM | 13F-HR | 03 May 2019, 14:07 |
| Q4 2018 | 171 | $543,244,000 | +$52,043,644 | -$53,484,486 | -$1,440,842 | MSFT, SPY, BRKB, AAPL, JPM | 13F-HR | 05 Feb 2019, 09:14 |
| Q3 2018 | 188 | $633,680,000 | +$31,825,706 | -$23,396,771 | +$8,428,935 | MSFT, AAPL, BRKB, JPM, CSCO | 13F-HR | 06 Nov 2018, 15:36 |
| Q2 2018 | 183 | $584,068,000 | +$33,825,811 | -$20,542,952 | +$13,282,859 | MSFT, AAPL, JPM, BRKB, CSCO | 13F-HR | 10 Aug 2018, 14:33 |
| Q1 2018 | 177 | $557,824,000 | +$62,504,450 | -$54,574,578 | +$7,929,872 | MSFT, BRKB, JPM, AAPL, CSCO | 13F-HR | 09 May 2018, 17:05 |
| Q4 2017 | 180 | $558,348,000 | +$36,898,287 | -$24,679,470 | +$12,218,817 | MSFT, BRKB, AAPL, JPM, DWDP | 13F-HR | 12 Feb 2018, 12:12 |
| Q3 2017 | 171 | $522,193,000 | +$39,675,786 | -$33,425,801 | +$6,249,985 | MSFT, BRKB, AAPL, DWDP, JPM | 13F-HR | 02 Nov 2017, 14:10 |
| Q2 2017 | 171 | $497,437,000 | +$27,196,279 | -$24,887,497 | +$2,308,782 | MSFT, AAPL, BRKB, JPM, VOD | 13F-HR | 25 Jul 2017, 16:05 |
| Q1 2017 | 173 | $487,227,000 | +$51,440,496 | -$66,996,195 | -$15,555,699 | MSFT, AAPL, BRKB, JPM, CSCO | 13F-HR | 05 May 2017, 11:32 |
| Q4 2016 | 159 | $480,286,000 | +$22,376,722 | -$5,180,656 | +$17,196,066 | MSFT, AAPL, BRKB, JPM, AIG | 13F-HR | 01 Feb 2017, 15:55 |
| Q3 2016 | 157 | $450,982,000 | +$26,998,461 | -$23,307,457 | +$3,691,004 | MSFT, AAPL, KMI, PG, VZ | 13F-HR | 14 Nov 2016, 10:30 |
| Q2 2016 | 159 | $429,182,000 | +$49,838,644 | -$22,986,980 | +$26,851,664 | MSFT, GE, AAPL, VZ, TJX | 13F-HR | 29 Jul 2016, 13:58 |
| Q1 2016 | 159 | $399,035,000 | +$38,258,779 | -$43,320,071 | -$5,061,292 | MSFT, AAPL, GE, VZ, TJX | 13F-HR | 10 May 2016, 16:26 |
| Q4 2015 | 160 | $401,142,000 | +$31,179,089 | -$17,681,507 | +$13,497,582 | MSFT, GE, BRKB, AAPL, AIG | 13F-HR | 10 Feb 2016, 09:28 |
| Q3 2015 | 154 | $370,591,000 | +$34,263,898 | -$22,357,626 | +$11,906,272 | MSFT, AAPL, GE, BRKB, DIS | 13F-HR | 12 Nov 2015, 15:13 |
| Q2 2015 | 160 | $392,826,000 | +$27,817,999 | -$29,755,132 | -$1,937,133 | AAPL, MSFT, GE, BRKB, DIS | 13F-HR | 11 Aug 2015, 15:53 |
| Q1 2015 | 165 | $392,408,000 | +$54,914,089 | -$44,381,577 | +$10,532,512 | AAPL, BRKB, GE, MSFT, UTX | 13F-HR | 05 May 2015, 13:08 |
| Q4 2014 | 169 | $385,296,000 | +$37,535,544 | -$41,800,934 | -$4,265,390 | AAPL, BRKB, CSCO, MSFT, GE | 13F-HR | 04 Feb 2015, 11:23 |
| Q3 2014 | 174 | $376,870,000 | +$39,715,389 | -$34,468,106 | +$5,247,283 | AAPL, BRKB, GVI, MSFT, GE | 13F-HR | 12 Nov 2014, 08:59 |
| Q2 2014 | 187 | $374,497,000 | +$222,716,413 | -$7,259,691 | +$215,456,722 | AAPL, GVI, BRKB, UTX, XOM | 13F-HR | 13 Aug 2014, 13:37 |
| Q1 2014 | 111 | $159,992,000 | +$20,117,475 | -$15,226,837 | +$4,890,638 | AAPL, BAC, MSFT, BRKB, JPM | 13F-HR | 12 May 2014, 13:58 |
| Q4 2013 | 104 | $153,268,000 | $0 | $0 | $0 | AAPL, BAC, BRKB, MSFT, VOD | 13F-HR | 11 Feb 2014, 09:22 |