Smith Salley Wealth Management
Top Portfolio Positions
182 positions ·
$1,703,955,221 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
776,126 | $135,356,374 | 7.94% |
| AAPL |
Apple Inc.
Technology
|
416,451 | $105,691,099 | 6.20% |
| MSFT |
Microsoft Corp
Technology
|
241,109 | $89,251,318 | 5.24% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
281,023 | $58,528,660 | 3.43% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
161,087 | $47,385,351 | 2.78% |
| META |
Meta Platforms, Inc.
Communication Services
|
80,627 | $46,129,125 | 2.71% |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
281,025 | $44,879,692 | 2.63% |
| RTX |
RTX Corp
Industrials
|
213,989 | $41,278,478 | 2.42% |
| AVGO |
Broadcom Inc.
Technology
|
125,497 | $38,842,576 | 2.28% |
| V |
Visa Inc.
Financial Services
|
120,744 | $36,493,666 | 2.14% |
Portfolio Trend
Holdings in AEP
Shares Held
Position Value (USD)
13 of 13 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,994,400 | 30,473 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,402,106 | 29,504 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,277,237 | 29,131 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,024,396 | 29,148 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,087,970 | 28,260 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,472,225 | 26,805 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,745,781 | 26,762 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,280,362 | 25,990 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,225,512 | 25,848 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,336,211 | 28,764 | Shares | Other | 2024-01-24 | |
| 2023-09-30 | $2,302,934 | 30,616 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $2,627,376 | 31,204 | Shares | Other | 2023-08-04 | |
| 2023-03-31 | $2,837,340 | 31,183 | Shares | Sole | 2023-05-03 | |
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