Smith Salley Wealth Management
GREENSBORO, NC · CIK 1482012 · 13F filing filed 2022-11-01
SEC-registered investment adviser since 2003 · limited liability company
- Assets managed$2.9bn
- Staff18 · 15 in investment roles
- Main clients (by assets)High net worth individuals 86%, Individuals 6%, Companies 6%
- Websitesmith-salley.com
- Form ADV · 2026-09-09SEC adviser record
$1.1bn
reported value
215positions
29.4%in top 10
—no comparable previous quarter
This report includes the holdings of 1 other manager that shares the investment decisions:
- AMERICAN NATIONAL BANK & TRUST CO /VA/ – reports through this filing
Shares in two reports are counted once in each security's totals.
Holdings, Q3 2022
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| MICROSOFT CORP MSFT | $58.9m5.48% | — |
| APPLE INC AAPL | $58.0m5.40% | — |
| BERKSHIRE HATHAWAY INC DEL BRK.B | $29.1m2.70% | — |
| AMAZON COM INC AMZN | $28.8m2.68% | — |
| ABBVIE INC ABBV | $26.0m2.42% | — |
| ALPHABET INC GOOG | $25.7m2.39% | — |
| THERMO FISHER SCIENTIFIC INC TMO | $23.2m2.16% | — |
| LOWES COS INC LOW | $22.7m2.11% | — |
| CHEVRON CORP NEW CVX | $22.5m2.09% | — |
| JPMORGAN CHASE & CO JPM | $21.7m2.02% | — |
| PROCTER AND GAMBLE CO PG | $21.1m1.97% | — |
| VISA INC V | $21.1m1.96% | — |
| DIAGEO PLC DEO | $19.9m1.85% | — |
| TJX COS INC NEW TJX | $19.2m1.79% | — |
| BROOKFIELD ASSET MGMT INC CL A LTD VT SH | $19.2m1.78% | — |
| PEPSICO INC PEP | $17.9m1.67% | — |
| RTX CORPORATION RTX | $17.1m1.59% | — |
| ABBOTT LABS ABT | $16.9m1.57% | — |
| CISCO SYS INC CSCO | $16.4m1.52% | — |
| CONSTELLATION BRANDS INC STZ | $16.3m1.51% | — |
| DOMINION ENERGY INC D | $15.8m1.47% | — |
| AMETEK INC AME | $15.4m1.44% | — |
| NXP SEMICONDUCTORS N V NXPI | $15.4m1.44% | — |
| MERCK & CO INC MRK | $15.3m1.42% | — |
| MEDTRONIC PLC MDT | $15.3m1.42% | — |
| MASTERCARD INCORPORATED MA | $15.0m1.40% | — |
| ANALOG DEVICES INC ADI | $14.8m1.38% | — |
| UNION PAC CORP UNP | $14.0m1.30% | — |
| ROPER TECHNOLOGIES INC ROP | $13.7m1.27% | — |
| ACCENTURE PLC IRELAND ACN | $13.6m1.26% | — |
| LINDE PLC 99952EUR | $12.7m1.18% | — |
| S&P GLOBAL INC SPGI | $12.5m1.16% | — |
| LABORATORY CORP AMER HLDGS COM NEW | $11.8m1.10% | — |
| DISNEY WALT CO DIS | $11.1m1.04% | — |
| HONEYWELL INTL INC COM | $10.7m1.00% | — |
| MARKEL GROUP INC MKL | $10.7m0.99% | — |
| PNC FINL SVCS GROUP INC PNC | $10.4m0.97% | — |
| SPDR S&P 500 ETF TR SPY | $10.0m0.93% | — |
| ISHARES TR IUSB | $9.4m0.88% | — |
| JOHNSON & JOHNSON JNJ | $8.2m0.77% | — |
| NVIDIA CORPORATION NVDA | $8.1m0.75% | — |
| XYLEM INC XYL | $7.9m0.74% | — |
| CHEMED CORP NEW CHE | $7.8m0.73% | — |
| AMERICAN NATL BANKSHARES INC AMNB | $7.7m0.71% | — |
| DUKE ENERGY CORP NEW DUK | $7.3m0.68% | — |
| ISHARES TR USIG | $6.8m0.64% | — |
| J P MORGAN EXCHANGE TRADED F JPST | $6.8m0.63% | — |
| TE CONNECTIVITY LTD TEL1USD | $6.7m0.63% | — |
| BROADCOM INC AVGO | $6.6m0.62% | — |
| ISHARES TR ICSH | $6.0m0.56% | — |
| ISHARES TR IEFA | $6.0m0.56% | — |
| INTEL CORP INTC | $5.9m0.55% | — |
| META PLATFORMS INC META | $5.3m0.50% | — |
| HOME DEPOT INC HD | $5.3m0.49% | — |
| ISHARES TR IGSB | $5.3m0.49% | — |
| TRUIST FINL CORP TFC | $5.2m0.48% | — |
| ENBRIDGE INC ENB | $5.2m0.48% | — |
| ALIBABA GROUP HLDG LTD BABA | $5.0m0.46% | — |
| FIDELITY COVINGTON TRUST FTEC | $4.9m0.45% | — |
| ISHARES TR IEF | $4.7m0.44% | — |
| ALPHABET INC GOOGL | $4.6m0.43% | — |
| QUALCOMM INC QCOM | $4.5m0.42% | — |
| TEXAS INSTRS INC TXN | $4.4m0.40% | — |
| ISHARES TR GVI | $4.3m0.40% | — |
| HUNTINGTON BANCSHARES INC HBAN | $4.2m0.39% | — |
| FIRST BANCORP N C FBNC | $4.2m0.39% | — |
| EATON CORP PLC ETN | $4.1m0.39% | — |
| GENERAL MLS INC GIS | $4.0m0.37% | — |
| AMGEN INC AMGN | $3.9m0.37% | — |
| COCA COLA CO KO | $3.9m0.36% | — |
| ISHARES TR EFA | $3.8m0.35% | — |
| STARBUCKS CORP SBUX | $3.4m0.32% | — |
| TARGET CORP TGT | $3.4m0.32% | — |
| PAYCHEX INC PAYX | $3.2m0.30% | — |
| DIGITAL RLTY TR INC DLR | $3.1m0.28% | — |
| AIR PRODS & CHEMS INC APD | $3.0m0.28% | — |
| US BANCORP DEL USB | $2.8m0.26% | — |
| LOCKHEED MARTIN CORP LMT | $2.8m0.26% | — |
| UNILEVER PLC SPON ADR NEW | $2.7m0.25% | — |
| INVESCO EXCH TRADED FD TR II BAB | $2.7m0.25% | — |
| EMERSON ELEC CO EMR | $2.6m0.25% | — |
| UNITED PARCEL SERVICE INC UPS | $2.6m0.25% | — |
| BROOKFIELD RENEWABLE CORP CL A SUB VTG | $2.6m0.24% | — |
| MONDELEZ INTL INC MDLZ | $2.6m0.24% | — |
| VANGUARD WORLD FD VGT | $2.6m0.24% | — |
| NOVARTIS AG NVS | $2.5m0.23% | — |
| CROWN CASTLE INC CCI | $2.4m0.22% | — |
| ABB LTD ABBNY | $2.4m0.22% | — |
| AT&T INC T | $2.4m0.22% | — |
| VERIZON COMMUNICATIONS INC VZ | $2.2m0.20% | — |
| BANK AMERICA CORP BAC | $2.2m0.20% | — |
| FIDELITY COVINGTON TRUST FHLC | $2.2m0.20% | — |
| VANGUARD SPECIALIZED FUNDS VIG | $2.1m0.19% | — |
| FIDELITY COVINGTON TRUST FNCL | $2.0m0.18% | — |
| NIKE INC NKE | $2.0m0.18% | — |
| CME GROUP INC CME | $2.0m0.18% | — |
| CHUBB LIMITED CB | $1.9m0.18% | — |
| ISHARES INC IEMG | $1.9m0.17% | — |
| VANGUARD INDEX FDS VTI | $1.8m0.17% | — |
| ARISTA NETWORKS INC COM | $1.8m0.17% | — |