• 13F History

Smith Salley Wealth Management

13F Filings History

Latest 13F report
Q4 2024 - Jan 15, 2025
Value $
$1.56B
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 245 stock holdings with total value $1.56B as of Q4 2024. Top holdings included AAPL, MSFT, NVDA, AMZN, and GOOG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 245 $1.56B +$72.5M -$44.7M +$27.8M AAPL, MSFT, NVDA, AMZN, GOOG 13F-HR 1/15/2025, 05:06 PM
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 221 $1.29B +$32.7M -$437M -$404M MSFT, AAPL, NVDA, AMZN, BRKB 13F-HR 5/2/2024, 02:32 PM
Q4 2023 241 $1.55B +$71.4M -$20.5M +$50.9M MSFT, AAPL, BRKB, AMZN, GOOG 13F-HR 1/24/2024, 10:34 AM
Q3 2023 228 $1.35B +$76.3M -$21.3M +$55M MSFT, AAPL, BRKB, GOOG, AMZN 13F-HR 10/27/2023, 01:29 PM
Q2 2023 226 $1.36B +$59.1M -$39.6M +$19.5M MSFT, AAPL, BRKB, AMZN, GOOG 13F-HR 8/4/2023, 03:57 PM
Q1 2023 226 $1.26B +$79.4M -$37.2M +$42.2M MSFT, AAPL, BRKB, ABBV, GOOG 13F-HR 5/3/2023, 08:57 AM
Q4 2022 223 $1.17B +$66.9M -$44.3M +$22.6M MSFT, AAPL, BRKB, ABBV, CVX 13F-HR 2/3/2023, 01:44 PM
Q3 2022 214 $1.07B +$44.6M -$17.9M +$26.6M MSFT, AAPL, BRKB, AMZN, ABBV 13F-HR 11/1/2022, 10:24 AM
Q2 2022 227 $1.16B +$94M -$37M +$57M MSFT, AAPL, BRKB, ABBV, GOOG 13F-HR 8/1/2022, 10:41 AM
Q1 2022 239 $1.32B +$40M -$47.3M -$7.35M MSFT, AAPL, AMZN, BRKB, GOOG 13F-HR 5/10/2022, 02:21 PM
Q4 2021 253 $1.41B +$71.2M -$44.8M +$26.4M MSFT, AAPL, AMZN, GOOG, JPST 13F-HR 2/10/2022, 08:36 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 +$77.1M -$23M +$54M MSFT, AAPL, AMZN, JPM, LOW 13F-HR 4/30/2021, 04:08 PM
Q4 2020 212 $985M +$96.4M -$24.1M +$72.3M AAPL, MSFT, AMZN, TJX, JPM 13F-HR 1/28/2021, 09:39 AM
Q3 2020 187 $825M +$72.3M -$4.65M +$67.6M AAPL, MSFT, AMZN, PG, LOW 13F-HR 11/5/2020, 10:43 AM
Q2 2020 189 $749M +$71.8M -$8.3M +$63.5M MSFT, AAPL, AMZN, ABBV, PG 13F-HR 8/3/2020, 06:40 PM
Q1 2020 176 $600M +$55M -$22.6M +$32.4M MSFT, AAPL, PG, AMZN, BRKB 13F-HR 4/24/2020, 01:47 PM
Q4 2019 196 $758M +$31.8M -$11.6M +$20.2M MSFT, AAPL, JPM, BRKB, PG 13F-HR 1/27/2020, 11:19 AM
Q3 2019 188 $703M +$38.5M -$4.15M +$34.4M MSFT, AAPL, JPM, BRKB, TJX 13F-HR 10/30/2019, 02:20 PM
Q2 2019 190 $663M +$41.8M -$13.8M +$28M MSFT, AAPL, BRKB, JPM, CSCO 13F-HR 7/12/2019, 02:35 PM
Q1 2019 172 $621M +$60.7M -$39.4M +$21.2M MSFT, AAPL, CSCO, BRKB, JPM 13F-HR 5/3/2019, 02:07 PM
Q4 2018 169 $543M +$52M -$30.1M +$21.9M MSFT, SPY, BRKB, AAPL, JPM 13F-HR 2/5/2019, 08:14 AM
Q3 2018 188 $634M +$31.8M -$17.4M +$14.4M MSFT, AAPL, BRKB, JPM, CSCO 13F-HR 11/6/2018, 02:36 PM
Q2 2018 177 $583M +$33.8M -$18.8M +$15M MSFT, AAPL, JPM, BRKB, CSCO 13F-HR 8/10/2018, 02:33 PM
Q1 2018 175 $557M +$62.5M -$25.3M +$37.2M MSFT, BRKB, JPM, AAPL, CSCO 13F-HR 5/9/2018, 05:05 PM
Q4 2017 180 $558M +$36.9M -$15.2M +$21.7M MSFT, BRKB, AAPL, JPM, DWDP 13F-HR 2/12/2018, 11:12 AM
Q3 2017 171 $522M +$39.7M -$18M +$21.6M MSFT, BRKB, AAPL, DWDP, JPM 13F-HR 11/2/2017, 02:10 PM
Q2 2017 171 $497M +$27.2M -$17.2M +$10M MSFT, AAPL, BRKB, JPM, VOD 13F-HR 7/25/2017, 04:05 PM
Q1 2017 172 $487M +$51.4M -$53.4M -$2.01M MSFT, AAPL, BRKB, JPM, CSCO 13F-HR 5/5/2017, 11:32 AM
Q4 2016 155 $478M +$22.4M -$3.99M +$18.4M MSFT, AAPL, BRKB, JPM, AIG 13F-HR 2/1/2017, 02:55 PM
Q3 2016 153 $449M +$27M -$19.9M +$7.15M MSFT, AAPL, KMI, PG, VZ 13F-HR 11/14/2016, 09:30 AM
Q2 2016 159 $429M +$49.8M -$16M +$33.9M MSFT, GEXXXX, AAPL, VZ, TJX 13F-HR 7/29/2016, 01:58 PM
Q1 2016 159 $399M +$38.3M -$24.4M +$13.9M MSFT, AAPL, GEXXXX, VZ, TJX 13F-HR 5/10/2016, 04:26 PM
Q4 2015 160 $401M +$31.2M -$9.59M +$21.6M MSFT, GEXXXX, BRKB, AAPL, AIG 13F-HR 2/10/2016, 08:28 AM
Q3 2015 152 $369M +$34.3M -$10.7M +$23.6M MSFT, AAPL, GEXXXX, BRKB, DIS 13F-HR 11/12/2015, 02:13 PM
Q2 2015 160 $393M +$27.8M -$17.8M +$10M AAPL, MSFT, GEXXXX, BRKB, DIS 13F-HR 8/11/2015, 03:53 PM
Q1 2015 163 $392M +$54.9M -$28.6M +$26.4M AAPL, BRKB, GEXXXX, MSFT, UTX 13F-HR 5/5/2015, 01:08 PM
Q4 2014 169 $385M +$37.5M -$31.6M +$5.92M AAPL, BRKB, CSCO, MSFT, GEXXXX 13F-HR 2/4/2015, 10:23 AM
Q3 2014 174 $377M +$39.7M -$29.2M +$10.5M AAPL, BRKB, GVI, MSFT, GEXXXX 13F-HR 11/12/2014, 07:59 AM
Q2 2014 187 $374M +$223M -$4.23M +$218M AAPL, GVI, BRKB, UTX, XOM 13F-HR 8/13/2014, 01:37 PM
Q1 2014 111 $160M +$20.1M -$5.5M +$14.6M AAPL, BAC, MSFT, BRKB, JPM 13F-HR 5/12/2014, 01:58 PM
Q4 2013 104 $153M AAPL, BAC, BRKB, MSFT, VODXXXX 13F-HR 2/11/2014, 08:22 AM