Smith Salley Wealth Management

CIK
1482012
City
GREENSBORO
State / Country
NC

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%

Holdings in T

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Report Date Value (USD) Shares
2026-03-31 $4,536,645 156,490