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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
XOMExxon Mobil Corp
Recent Activity
Decreased -0.16%
0.39%
$6.05M
56,239 shares@ $107.57 avg price
DUKDuke Energy Corp New
Recent Activity
Decreased -0.99%
0.36%
$5.551M
51,525 shares@ $107.74 avg price
BACBank America Corp
Recent Activity
Decreased -0.93%
0.34%
$5.233M
119,060 shares@ $43.96 avg price
ETNEaton Corp Plc
Recent Activity
Decreased -2.52%
0.32%
$4.934M
14,866 shares@ $331.88 avg price
FBNCFirst Bancorp N C
Recent Activity
Decreased -0.11%
0.32%
$4.909M
111,644 shares@ $43.98 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -1.05%
0.27%
$4.112M
14,190 shares@ $289.82 avg price
VGTVanguard World Fd
Recent Activity
Decreased -5.01%
0.26%
$4.019M
6,463 shares@ $621.83 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -4.02%
0.26%
$3.907M
65,990 shares@ $59.2 avg price
AMGNAmgen Inc
Recent Activity
Decreased -0.06%
0.25%
$3.867M
14,838 shares@ $260.65 avg price
IEMGIshares Inc
Recent Activity
Decreased -4.5%
0.23%
$3.572M
68,400 shares@ $52.23 avg price