EdgeMarket › What Smith Salley Wealth Management reported owning
What Smith Salley Wealth Management reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.0BPositions
267Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 135.4M | 6.8% | 776.1K | 214.72 | +22.4% |
| AAPL Apple Inc. | 105.7M | 5.3% | 416.5K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 89.3M | 4.5% | 241.1K | 483.24 | -4.4% |
| GOOG Alphabet Inc. | 79.8M | 4.0% | 278.3K | 341.75 | +70.7% |
| AMZN AMAZON COM INC | 58.5M | 2.9% | 281.0K | 258.63 | +15.6% |
| unmapped CUSIP 084670702 | 49.1M | 2.5% | 102.5K | — | — |
| JPM JPMORGAN CHASE & CO | 47.4M | 2.4% | 161.1K | 351.58 | +20.3% |
| META Meta Platforms, Inc. | 46.1M | 2.3% | 80.6K | 549.90 | -26.5% |
| TJX TJX COMPANIES INC /DE/ | 44.9M | 2.3% | 281.0K | 140.53 | +1.6% |
| RTX RTX Corp | 41.3M | 2.1% | 214.0K | 209.91 | +34.1% |
| AVGO Broadcom Inc. | 38.8M | 2.0% | 125.5K | 368.45 | +26.5% |
| V VISA INC. | 36.5M | 1.8% | 120.7K | 371.04 | +7.9% |
| ADI ANALOG DEVICES INC | 35.1M | 1.8% | 110.5K | 373.09 | +52.4% |
| ABBV AbbVie Inc. | 35.0M | 1.8% | 160.8K | 264.96 | +26.7% |
| ASML ASML HOLDING NV | 34.6M | 1.7% | 26.2K | 1,763.76 | +135.3% |
| NEE NEXTERA ENERGY INC | 33.8M | 1.7% | 363.8K | 83.65 | +9.8% |
| LOW LOWES COMPANIES INC | 31.9M | 1.6% | 134.9K | 216.09 | -16.0% |
| TMO THERMO FISHER SCIENTIFIC INC. | 29.2M | 1.5% | 59.4K | 629.27 | +27.2% |
| MRVL Marvell Technology, Inc. | 28.5M | 1.4% | 287.6K | 237.04 | +232.8% |
| LIN LINDE PLC | 27.1M | 1.4% | 54.6K | 487.57 | +1.1% |
| BN BROOKFIELD Corp /ON/ | 26.6M | 1.3% | 657.5K | 41.69 | -2.4% |
| CVX CHEVRON CORP | 26.2M | 1.3% | 126.9K | 205.27 | +34.0% |
| MA Mastercard Inc | 25.4M | 1.3% | 50.8K | 580.63 | -2.0% |
| ANET Arista Networks, Inc. | 24.3M | 1.2% | 198.0K | 188.65 | +43.5% |
| PG PROCTER & GAMBLE Co | 23.6M | 1.2% | 163.7K | 144.68 | -9.3% |
| AME AMETEK INC/ | 23.4M | 1.2% | 109.0K | 239.55 | +30.7% |
| CW CURTISS WRIGHT CORP | 22.5M | 1.1% | 33.1K | 634.99 | +32.2% |
| CASY CASEYS GENERAL STORES INC | 22.3M | 1.1% | 30.7K | 835.74 | +62.8% |
| GOOGL Alphabet Inc. | 22.0M | 1.1% | 76.6K | 344.82 | +73.0% |
| ABT ABBOTT LABORATORIES | 19.5M | 1.0% | 189.6K | 116.64 | -11.9% |
| PEP PEPSICO INC | 19.4M | 1.0% | 125.2K | 143.48 | -4.8% |
| LLY ELI LILLY & Co | 19.3M | 1.0% | 21.0K | 1,255.40 | +78.0% |
| UNP UNION PACIFIC CORP | 17.9M | 0.9% | 73.6K | 308.05 | +36.5% |
| MKL MARKEL GROUP INC. | 17.6M | 0.9% | 9.2K | 1,795.62 | -8.9% |
| MU MICRON TECHNOLOGY INC | 17.0M | 0.9% | 50.4K | 966.78 | +724.8% |
| SPGI S&P Global Inc. | 16.6M | 0.8% | 39.1K | 431.29 | -22.6% |
| PNC PNC FINANCIAL SERVICES GROUP, INC. | 16.6M | 0.8% | 79.7K | 243.13 | +24.7% |
| NXPI NXP Semiconductors N.V. | 16.2M | 0.8% | 82.1K | 225.56 | -1.4% |
| MBB iShares MBS ETF | 15.6M | 0.8% | 164.7K | 93.12 | -0.6% |
| XOM ExxonMobil Holdings Corp | 14.6M | 0.7% | 86.1K | 165.11 | +52.1% |
| NOC NORTHROP GRUMMAN CORP /DE/ | 14.6M | 0.7% | 21.4K | 551.03 | -7.0% |
| JNJ JOHNSON & JOHNSON | 14.1M | 0.7% | 57.8K | 270.24 | +51.1% |
| MDT Medtronic plc | 14.1M | 0.7% | 162.6K | 93.35 | +0.1% |
| AZN ASTRAZENECA PLC | 13.6M | 0.7% | 68.9K | 165.98 | — |
| IGSB iShares 1-5 Year Investment Grade Corporate Bo | 13.1M | 0.7% | 250.1K | 52.11 | -1.4% |
| CAT CATERPILLAR INC | 12.3M | 0.6% | 17.4K | 827.90 | +96.8% |
| CMI CUMMINS INC | 12.1M | 0.6% | 22.5K | 587.68 | +48.3% |
| APH AMPHENOL CORP /DE/ | 12.0M | 0.6% | 95.3K | 157.01 | +44.5% |
| ROP ROPER TECHNOLOGIES INC | 12.0M | 0.6% | 34.0K | 411.79 | -23.8% |
| ELV Elevance Health, Inc. | 11.6M | 0.6% | 39.5K | 400.54 | +29.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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