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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
CWCurtiss Wright Corp
Recent Activity
New Position
0.72%
$11.074M
31,206 shares@ $354.88 avg price
ANETArista Networks Inc
Recent Activity
New Position
0.51%
$7.891M
71,395 shares@ $110.53 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.18%
$2.671M
2,606 shares@ $1025.0 avg price
AGZIshares Tr
Recent Activity
New Position
0.14%
$2.102M
19,473 shares@ $107.97 avg price
BXBlackstone Inc
Recent Activity
New Position
0.1%
$1.493M
8,658 shares@ $172.43 avg price
SRPTSarepta Therapeutics Inc
Recent Activity
New Position
0.06%
$888,580
7,308 shares@ $121.6 avg price
BEPCBrookfield Renewable Corp
Recent Activity
New Position
0.05%
$715,354
25,862 shares@ $27.67 avg price
AXONAxon Enterprise Inc
Recent Activity
New Position
0.03%
$402,949
678 shares@ $594.33 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
New Position
0.03%
$375,692
1,098 shares@ $342.17 avg price
HUBSHubspot Inc
Recent Activity
New Position
0.03%
$348,385
500 shares@ $696.77 avg price