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CIK: 0001482012
Total reported value
$2.3B
$2.3B
245 檔
16.6%
At the close of Q4 2024, Smith Salley Wealth Management disclosed equity holdings valued at approximately $2.3B, spread across 245 reported holdings.
In Q4 2024, Smith Salley Wealth Management displayed an active expansion posture, initiating 5 new positions and adding to 31 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 245 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.34% | -0.13% | +0.81% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.93% | -0.54% | +1.85% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.63% | -0.04% | +2.80% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.57% | -0.19% | +2.41% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.11% | +0.25% | +10.13% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.05% | -0.34% | +4.16% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.90% | -0.07% | +0.76% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.85% | -0.26% | +0.89% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.24% | -0.04% | +1.17% | |
| 10 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.04% | -0.43% | +1.74% | |
| 11 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.98% | -0.32% | +1.53% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 1.94% | -0.02% | +0.82% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.66% | -0.16% | +1.93% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.63% | -0.14% | +0.20% | |
| 15 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.63% | -0.19% | +13.94% | |
| 16 | BN | Brookfield CORP | Stock-Financials | 1.59% | -0.14% | +1.02% | |
| 17 | AME | Ametek Inc | Stock-Industrials | 1.49% | -0.01% | +1.50% | |
| 18 | RTX | Rtx CORP | Stock-Industrials | 1.46% | -0.32% | +1.91% | |
| 19 | ADI | Analog Devices Inc | Stock-Tech | 1.41% | — | +1.67% | |
| 20 | NEE | Nextera Energy Inc | Stock-Utilities | 1.35% | -0.31% | +0.64% | |
| 21 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.30% | +0.05% | +0.86% | |
| 22 | ASML | ASML Holding N.V. | Stock-Tech | 1.26% | +0.57% | +34.04% | |
| 23 | MRVL | Marvell Technology Inc | Stock-Tech | 1.25% | -0.05% | +5.65% | |
| 24 | ABT | Abbott Laboratories | Stock-Healthcare | 1.25% | -0.24% | +1.02% | |
| 25 | LIN | Linde plc | Stock-Materials | 1.25% | -0.13% | +0.83% | |
| 26 | ACN | Accenture plc | Stock-Tech | 1.21% | -0.56% | EXIT | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.20% | -0.24% | -1.64% | |
| 28 | SPGI | S&p Global Inc | Stock-Financials | 1.19% | -0.15% | +0.65% | |
| 29 | ROP | Roper Technologies Inc | Stock-Tech | 1.16% | -0.12% | +1.40% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 1.14% | -0.39% | -0.43% | |
| 31 | UNP | Union Pacific CORP | Stock-Industrials | 1.08% | -0.03% | +0.74% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.07% | -0.02% | -0.04% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 1.04% | +0.72% | -0.93% | |
| 34 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.01% | — | +1.81% | |
| 35 | MKL | Markel Group Inc | Stock-Financials | 1.01% | -0.10% | +0.76% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.94% | +0.23% | +11.18% | |
| 37 | MDT | Medtronic plc | Stock-Healthcare | 0.91% | -0.16% | +2.03% | |
| 38 | PNC | Pnc Financial Services Group | Stock-Financials | 0.78% | +0.04% | +0.89% | |
| 39 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.76% | -0.20% | +1.87% | |
| 40 | CW | Curtiss-wright CORP | Stock-Industrials | 0.71% | -0.04% | — | |
| 41 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.71% | — | +2.53% | |
| 42 | ELV | Elevance Health Inc | Stock-Healthcare | 0.70% | +0.09% | -4.44% | |
| 43 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.64% | -0.26% | -11.57% | |
| 44 | TDG | Transdigm Group Inc | Stock-Industrials | 0.62% | +0.06% | +3.87% | |
| 45 | XYL | Xylem Inc | Stock-Industrials | 0.60% | -0.08% | +0.30% | |
| 46 | CHE | Chemed CORP | Stock-Healthcare | 0.58% | — | +1.84% | |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.54% | -0.10% | +1.82% | |
| 48 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.53% | +0.08% | -4.02% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | -0.02% | +5.27% | |
| 50 | ANET | Arista Networks Inc | Stock-Tech | 0.51% | +0.28% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CW | Curtiss-wright CORP | +0.7% | NEW | New buy |
| 2 | NVDA | Nvidia CORP | +0.6% | +2.80% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.6% | +10.13% | Add |
| 4 | AMZN | Amazon.com Inc | +0.6% | +2.41% | Add |
| 5 | ANET | Arista Networks Inc | +0.5% | NEW | New buy |
| 6 | MRVL | Marvell Technology Inc | +0.5% | +5.65% | Add |
| 7 | AAPL | Apple Inc | +0.4% | +0.81% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | +0.76% | Add |
| 9 | V | Visa Inc-class A Shares | +0.3% | +1.17% | Add |
| 10 | AVGO | Broadcom Inc | +0.3% | -0.93% | Trim |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | +11.18% | Add |
| 12 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 13 | META | Meta Platforms Inc-class A | +0.1% | +4.16% | Add |
| 14 | MBB | Ishares Mbs ETF | +0.1% | +58.80% | Add |
| 15 | AGZ | Ishares Agency Bond ETF | +0.1% | NEW | New buy |
| 16 | BN | Brookfield CORP | +0.1% | +1.02% | Add |
| 17 | MA | Mastercard Inc - A | +0.1% | +1.93% | Add |
| 18 | ASML | ASML Holding N.V. | +0.1% | +34.04% | Add |
| 19 | BX | Blackstone Inc | +0.1% | NEW | New buy |
| 20 | MKL | Markel Group Inc | +0.1% | +0.76% | Add |
| 21 | AME | Ametek Inc | +0.1% | +1.50% | Add |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +56.41% | Add |
| 23 | TSLA | Tesla Inc | +0.1% | +44.38% | Add |
| 24 | TJX | Tjx Companies Inc | +0.1% | +1.74% | Add |
| 25 | AMGN | Amgen Inc | -0.1% | -0.07% | Trim |
| 26 | SCHX | Schwab US Large-cap ETF | -0.1% | EXIT | Sold out |
| 27 | JNJ | Johnson & Johnson | -0.1% | -1.70% | Trim |
| 28 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -4.17% | Trim |
| 29 | CHE | Chemed CORP | -0.1% | +1.84% | Add |
| 30 | ROP | Roper Technologies Inc | -0.1% | +1.40% | Add |
| 31 | UNP | Union Pacific CORP | -0.1% | +0.74% | Add |
| 32 | TMO | Thermo Fisher Scientific Inc | -0.1% | +13.94% | Add |
| 33 | XYL | Xylem Inc | -0.1% | +0.30% | Add |
| 34 | MDT | Medtronic plc | -0.1% | +2.03% | Add |
| 35 | ADI | Analog Devices Inc | -0.1% | +1.67% | Add |
| 36 | XLP | Ss Consumer Staples Sel Sect | -0.2% | -88.39% | Trim |
| 37 | STZ | Constellation Brands Inc-a | -0.2% | +1.81% | Add |
| 38 | LIN | Linde plc | -0.2% | +0.83% | Add |
| 39 | MRK | Merck & Co. Inc. | -0.2% | -0.04% | Trim |
| 40 | NOC | Northrop Grumman CORP | -0.2% | -11.57% | Trim |
| 41 | PEP | Pepsico Inc | -0.2% | -1.64% | Trim |
| 42 | LOW | Lowe's Cos Inc | -0.2% | +1.53% | Add |
| 43 | NXPI | NXP Semiconductors N.V. | -0.2% | +0.86% | Add |
| 44 | ABBV | Abbvie Inc | -0.2% | +0.82% | Add |
| 45 | NEE | Nextera Energy Inc | -0.3% | +0.64% | Add |
| 46 | IEI | Ishares 3-7 Year Treasury Bo | -0.3% | EXIT | Sold out |
| 47 | ELV | Elevance Health Inc | -0.4% | -4.44% | Trim |
| 48 | ANETEUR | Arista Networks Inc | -0.4% | EXIT | Sold out |
| 49 | HON | Honeywell International Inc | -0.7% | -76.70% | Trim |
| 50 | DEO | Diageo Plc-sponsored Adr | -0.7% | -90.65% | Trim |
According to official SEC Form 13F filings, Smith Salley Wealth Management reported a total U.S. public equity portfolio value of $2.3B across 245 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 16.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
CW
市值: $11.1M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $6.1M
During Q4 2024, Smith Salley Wealth Management's top holdings by market value included AAPL (6.3%)、MSFT (5.9%)、NVDA (5.6%). The largest single position, AAPL, represented 6.3% of total portfolio value.
In Q4 2024, Smith Salley Wealth Management made 50 total portfolio adjustments, initiating 5 new buys, adding to 31 positions, trimming 11 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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