Smith Salley Wealth Management
Top Portfolio Positions
183 positions ·
$1,753,085,201 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
776,126 | $135,356,374 | 7.72% | |
| AAPL |
Apple Inc.
Technology
|
416,451 | $105,691,099 | 6.03% | |
| MSFT |
Microsoft Corp
Technology
|
241,109 | $89,251,318 | 5.09% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
281,023 | $58,528,660 | 3.34% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
102,525 | $49,129,980 | 2.80% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
161,087 | $47,385,351 | 2.70% | |
| META |
Meta Platforms, Inc.
Communication Services
|
80,627 | $46,129,125 | 2.63% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
281,025 | $44,879,692 | 2.56% | |
| RTX |
RTX Corp
Industrials
|
213,989 | $41,278,478 | 2.35% | |
| AVGO |
Broadcom Inc.
Technology
|
125,497 | $38,842,576 | 2.22% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BEAT
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $448,529 | 367,647 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $882,352 | 367,647 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $606,617 | 367,647 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $459,558 | 367,647 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $738,970 | 367,647 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $575,000 | 250,000 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $580,000 | 250,000 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $642,500 | 250,000 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $545,000 | 250,000 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $470,000 | 200,000 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $430,000 | 200,000 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $482,000 | 200,000 | Shares | Sole | 2023-08-04 | |
| No 13F history on record for this holder in this stock. | ||||||