test

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
ANETArista Networks Inc
Recent Activity
Exited
0%
$6.054M
15,774 shares@ $383.83 avg price
IEIIshares Tr
Recent Activity
Exited
0%
$4.278M
35,769 shares@ $119.61 avg price
SCHXSchwab Strategic Tr
Recent Activity
Exited
0%
$1.105M
16,291 shares@ $67.85 avg price
BEPCBrookfield Renewable Corp
Recent Activity
Exited
0%
$871,251
26,676 shares@ $32.67 avg price
FNDXSchwab Strategic Tr
Recent Activity
Exited
0%
$657,106
9,157 shares@ $71.76 avg price
SCHASchwab Strategic Tr
Recent Activity
Exited
0%
$296,589
5,759 shares@ $51.51 avg price
FNDFSchwab Strategic Tr
Recent Activity
Exited
0%
$282,248
7,553 shares@ $37.37 avg price
GEGe Aerospace
Recent Activity
Exited
0%
$223,239
1,184 shares@ $188.55 avg price
SCHISchwab Strategic Tr
Recent Activity
Exited
0%
$206,012
4,463 shares@ $46.16 avg price