CIK 1482012
Smith Salley Wealth Management
Institutional 13F holdings & portfolio
Holdings
264
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 264
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TDG | TRANSDIGM GROUP INC | 8K | $1M+ | SH |
| FTEC | FIDELITY COVINGTON TRUST | 45K | $1M+ | SH |
| IEFA | ISHARES TR | 112K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 82K | $1M+ | SH |
| WMT | WALMART INC | 87K | $1M+ | SH |
| CL | COLGATE PALMOLIVE CO | 116K | $1M+ | SH |
| CAT | CATERPILLAR INC | 16K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 12K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 149K | $1M+ | SH |
| IGIB | ISHARES TR | 135K | $1M+ | SH |
| HD | HOME DEPOT INC | 21K | $1M+ | SH |
| TLT | ISHARES TR | 78K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 57K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 22K | $1M+ | SH |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 113K | $1M+ | SH |
| KO | COCA COLA CO | 83K | $1M+ | SH |
| CSCO | CISCO SYS INC | 73K | $1M+ | SH |
| FBNC | FIRST BANCORP N C | 111K | $1M+ | SH |
| MCO | MOODYS CORP | 11K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 17K | $1M+ | SH |
| ETN | EATON CORP PLC | 17K | $1M+ | SH |
| MS | MORGAN STANLEY | 28K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 6K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 13K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 14K | $1M+ | SH |
| IEMG | ISHARES INC | 69K | $1M+ | SH |
| SHYG | ISHARES TR | 107K | $1M+ | SH |
| FNCL | FIDELITY COVINGTON TRUST | 56K | $1M+ | SH |
| FCOM | FIDELITY COVINGTON TRUST | 58K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 44K | $1M+ | SH |
| MRK | MERCK & CO INC | 38K | $1M+ | SH |
| BLK | BLACKROCK INC | 4K | $1M+ | SH |
| CRM | SALESFORCE INC | 14K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 6K | $1M+ | SH |
| MCD | MCDONALDS CORP | 12K | $1M+ | SH |
| VRT | VERTIV HOLDINGS CO | 23K | $1M+ | SH |
| T | AT&T INC | 146K | $1M+ | SH |
| TSLA | TESLA INC | 8K | $1M+ | SH |
| AMGN | AMGEN INC | 11K | $1M+ | SH |
| QCOM | QUALCOMM INC | 21K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 6K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 30K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 24K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 19K | $1M+ | SH |
| MELI | MERCADOLIBRE INC | 2K | $1M+ | SH |
| ENB | ENBRIDGE INC | 69K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 39K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 603 | $1M+ | SH |
| FHLC | FIDELITY COVINGTON TRUST | 43K | $1M+ | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 180K | $1M+ | SH |