Brian May

@Smith Salley Wealth Management

Latest period2024 - Q4

Reported3d ago

Managed Assets$1.557B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
PANWPalo Alto Networks Inc Recent Activity New Position	0.02%	$236,184 1,298 shares@ $181.96 avg price	New Position
SGOVIshares Tr Recent Activity New Position	0.02%	$227,927 2,272 shares@ $100.32 avg price	New Position
DFSDiscover Finl Svcs Recent Activity New Position	0.02%	$219,506 1,267 shares@ $173.25 avg price	New Position
DALDelta Air Lines Inc Del Recent Activity New Position	0.02%	$212,053 3,505 shares@ $60.51 avg price	New Position
SHOPShopify Inc Recent Activity New Position	0.02%	$209,895 1,974 shares@ $106.33 avg price	New Position
CMGChipotle Mexican Grill Inc Recent Activity New Position	0.02%	$208,035 3,450 shares@ $60.3 avg price	New Position
GSGoldman Sachs Group Inc Recent Activity New Position	0.02%	$207,861 363 shares@ $572.62 avg price	New Position
LRCXLam Research Corp Recent Activity New Position	0.02%	$206,621 2,861 shares@ $72.22 avg price	New Position
QUALIshares Tr Recent Activity New Position	0.02%	$202,121 1,135 shares@ $178.09 avg price	New Position