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Brian May

@Smith Salley Wealth Management

Latest period2024 - Q4ReportedManaged Assets$1.557BTotal holdings245
Assets growth rate1.8%Assets growth rate (2-Q avg)5.79%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Smith Salley Wealth Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 245 positions.

Assets under management

The assets under management (AUM) of Smith Salley Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.557B in assets, with a quarterly growth rate of 1.8% and a 2-quarter average growth rate of 5.79%. The portfolio is managed by Brian May, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Increased 0.81%
6.34%
$98.653M
393,952 shares@ $250.42 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.85%
5.94%
$92.348M
219,094 shares@ $421.5 avg price
NVDANvidia Corporation
Recent Activity
Increased 2.81%
5.63%
$87.632M
652,556 shares@ $134.3 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 2.41%
3.58%
$55.639M
253,606 shares@ $219.4 avg price
GOOGAlphabet Inc
Recent Activity
Increased 10.14%
3.11%
$48.417M
254,238 shares@ $190.45 avg price
METAMeta Platforms Inc
Recent Activity
Increased 4.16%
3.05%
$47.435M
81,015 shares@ $585.51 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 0.76%
2.9%
$45.141M
188,317 shares@ $239.72 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.89%
2.86%
$44.405M
97,964 shares@ $453.28 avg price
VVisa Inc
Recent Activity
Increased 1.18%
2.25%
$34.94M
110,556 shares@ $316.05 avg price
TJXTjx Cos Inc New
Recent Activity
Increased 1.75%
2.05%
$31.819M
263,376 shares@ $120.82 avg price