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CIK: 0001482012
Total reported value
$2.3B
$2.3B
244 檔
14.9%
During the Q1 2025 filing period, Smith Salley Wealth Management (CIK: 0001482012) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.3B across 244 reported positions.
In Q1 2025, Smith Salley Wealth Management displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 244 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.80% | -0.13% | +1.14% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.44% | -0.54% | +0.89% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.68% | -0.04% | +0.94% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.43% | -0.26% | +0.25% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.19% | -0.19% | +0.92% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.81% | -0.34% | -8.31% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.66% | -0.07% | -12.14% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.63% | +0.25% | +0.95% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.57% | -0.04% | +1.02% | |
| 10 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.12% | -0.43% | +0.97% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 2.07% | -0.02% | -11.32% | |
| 12 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.93% | -0.32% | +1.22% | |
| 13 | RTX | Rtx CORP | Stock-Industrials | 1.82% | -0.32% | +7.06% | |
| 14 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.82% | -0.19% | +14.36% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 1.79% | -0.16% | +1.33% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.70% | -0.14% | +0.47% | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 1.54% | -0.24% | +2.78% | |
| 18 | NEE | Nextera Energy Inc | Stock-Utilities | 1.52% | -0.31% | +11.59% | |
| 19 | LIN | Linde plc | Stock-Materials | 1.52% | -0.13% | +7.35% | |
| 20 | BN | Brookfield CORP | Stock-Financials | 1.49% | -0.14% | +0.64% | |
| 21 | AME | Ametek Inc | Stock-Industrials | 1.46% | -0.01% | +0.78% | |
| 22 | ADI | Analog Devices Inc | Stock-Tech | 1.38% | — | +1.15% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.37% | -0.39% | +1.52% | |
| 24 | ROP | Roper Technologies Inc | Stock-Tech | 1.36% | -0.12% | +0.64% | |
| 25 | ASML | ASML Holding N.V. | Stock-Tech | 1.25% | +0.57% | +2.02% | |
| 26 | SPGI | S&p Global Inc | Stock-Financials | 1.24% | -0.15% | +0.64% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.23% | -0.24% | +1.72% | |
| 28 | UNP | Union Pacific CORP | Stock-Industrials | 1.17% | -0.03% | +1.82% | |
| 29 | MKL | Markel Group Inc | Stock-Financials | 1.12% | -0.10% | +0.59% | |
| 30 | ACN | Accenture plc | Stock-Tech | 1.11% | -0.56% | EXIT | |
| 31 | MDT | Medtronic plc | Stock-Healthcare | 1.06% | -0.16% | +2.03% | |
| 32 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.03% | +0.05% | -15.69% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.90% | -0.02% | -9.05% | |
| 34 | MRVL | Marvell Technology Inc | Stock-Tech | 0.90% | -0.05% | +25.91% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.90% | +0.72% | +17.19% | |
| 36 | ANET | Arista Networks Inc | Stock-Tech | 0.89% | +0.28% | +145.56% | |
| 37 | ELV | Elevance Health Inc | Stock-Healthcare | 0.87% | +0.09% | +3.18% | |
| 38 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.85% | -0.20% | +0.85% | |
| 39 | PNC | Pnc Financial Services Group | Stock-Financials | 0.84% | +0.04% | +15.61% | |
| 40 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.83% | — | -3.45% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.81% | +0.23% | +3.56% | |
| 42 | TDG | Transdigm Group Inc | Stock-Industrials | 0.71% | +0.06% | +3.71% | |
| 43 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.71% | -0.26% | +0.31% | |
| 44 | MBB | Ishares Mbs ETF | ETF-Other | 0.71% | -0.32% | +72.43% | |
| 45 | CHE | Chemed CORP | Stock-Healthcare | 0.69% | — | +0.98% | |
| 46 | CW | Curtiss-wright CORP | Stock-Industrials | 0.65% | -0.04% | +0.62% | |
| 47 | XYL | Xylem Inc | Stock-Industrials | 0.64% | -0.08% | +0.33% | |
| 48 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.56% | -0.10% | +1.03% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.55% | -0.03% | +9.18% | |
| 50 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.48% | +0.08% | +2.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | NVDA | Nvidia CORP | — | NEW | New buy |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 6 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 7 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 8 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 9 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 10 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 11 | ABBV | Abbvie Inc | — | NEW | New buy |
| 12 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 13 | RTX | Rtx CORP | — | NEW | New buy |
| 14 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 15 | MA | Mastercard Inc - A | — | NEW | New buy |
| 16 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 17 | ABT | Abbott Laboratories | — | NEW | New buy |
| 18 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 19 | LIN | Linde plc | — | NEW | New buy |
| 20 | BN | Brookfield CORP | — | NEW | New buy |
| 21 | AME | Ametek Inc | — | NEW | New buy |
| 22 | ADI | Analog Devices Inc | — | NEW | New buy |
| 23 | CVX | Chevron CORP | — | NEW | New buy |
| 24 | ROP | Roper Technologies Inc | — | NEW | New buy |
| 25 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 26 | SPGI | S&p Global Inc | — | NEW | New buy |
| 27 | PEP | Pepsico Inc | — | NEW | New buy |
| 28 | UNP | Union Pacific CORP | — | NEW | New buy |
| 29 | MKL | Markel Group Inc | — | NEW | New buy |
| 30 | ACN | Accenture plc | — | NEW | New buy |
| 31 | MDT | Medtronic plc | — | NEW | New buy |
| 32 | NXPI | NXP Semiconductors N.V. | — | NEW | New buy |
| 33 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 34 | MRVL | Marvell Technology Inc | — | NEW | New buy |
| 35 | AVGO | Broadcom Inc | — | NEW | New buy |
| 36 | ANET | Arista Networks Inc | — | NEW | New buy |
| 37 | ELV | Elevance Health Inc | — | NEW | New buy |
| 38 | CASY | Casey's General Stores Inc | — | NEW | New buy |
| 39 | PNC | Pnc Financial Services Group | — | NEW | New buy |
| 40 | STZ | Constellation Brands Inc-a | — | NEW | New buy |
| 41 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 42 | TDG | Transdigm Group Inc | — | NEW | New buy |
| 43 | NOC | Northrop Grumman CORP | — | NEW | New buy |
| 44 | MBB | Ishares Mbs ETF | — | NEW | New buy |
| 45 | CHE | Chemed CORP | — | NEW | New buy |
| 46 | CW | Curtiss-wright CORP | — | NEW | New buy |
| 47 | XYL | Xylem Inc | — | NEW | New buy |
| 48 | IGSB | Ishares 1-5y Inv Grade CORP | — | NEW | New buy |
| 49 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 50 | FTEC | Fidelity Msci Info Tech Indx | — | NEW | New buy |
According to official SEC Form 13F filings, Smith Salley Wealth Management reported a total U.S. public equity portfolio value of $2.3B across 244 disclosed positions in Q1 2025.
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 14.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $88.5M
During Q1 2025, Smith Salley Wealth Management's top holdings by market value included AAPL (5.8%)、MSFT (5.4%)、NVDA (4.7%). The largest single position, AAPL, represented 5.8% of total portfolio value.
In Q1 2025, Smith Salley Wealth Management made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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