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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
NXPINxp Semiconductors N V
Recent Activity
Increased 0.87%
1.31%
$20.287M
97,602 shares@ $207.86 avg price
ASMLAsml Holding N V
Recent Activity
Increased 34.05%
1.26%
$19.586M
28,260 shares@ $693.08 avg price
MRVLMarvell Technology Inc
Recent Activity
Increased 5.65%
1.26%
$19.503M
176,578 shares@ $110.46 avg price
ABTAbbott Labs
Recent Activity
Increased 1.03%
1.26%
$19.5M
172,398 shares@ $113.11 avg price
LINLinde Plc
Recent Activity
Increased 0.84%
1.25%
$19.402M
46,343 shares@ $418.67 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 2.3%
1.22%
$18.843M
53,562 shares@ $351.8 avg price
PEPPepsico Inc
Recent Activity
Decreased -1.64%
1.21%
$18.71M
123,046 shares@ $152.06 avg price
SPGIS&p Global Inc
Recent Activity
Increased 0.65%
1.19%
$18.466M
37,079 shares@ $498.03 avg price
ROPRoper Technologies Inc
Recent Activity
Increased 1.4%
1.17%
$18.125M
34,866 shares@ $519.86 avg price
CVXChevron Corp New
Recent Activity
Decreased -0.43%
1.15%
$17.766M
122,656 shares@ $144.85 avg price