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  Name: SMITH, SALLEY & ASSOCIATES
  City: GREENSBORO
  State: NC
  Zip: 27401
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,288,782,000
  Total Value Change : $-258,798,000
  Securities Held Change : -20
   
All Securities Held : 222
  New Positions : 15
  Closed Positions : 35
  Increased Positions : 52
  Unchanged Positions : 14
  Decreased Positions : 141

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Holdings Found : 15     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (CASY)1 Year Chart         CASY Caseys General Stores Inc 47 New $372.02 $8,216,000 25,800 0.64% 8,216,000 25,800 0.07    Grocery Stores
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 62 New $94.67 $3,798,000 40,135 0.29% 3,798,000 40,135 0.004    Closed - End Fund - E...
   (MBB)1 Year Chart         MBB iShares Barclays MBS Bond 64 New $92.61 $3,706,000 40,104 0.29% 3,706,000 40,104 0.004    Closed - End Fund - E...
   (SPLV)1 Year Chart         SPLV Powershares S&Amp;P 500 Low... 130 New $64.89 $1,003,000 15,227 0.08% 1,003,000 15,227 0.01    N/A
   (WM)1 Year Chart         WM Waste Management Inc 135 New $203.64 $899,000 4,218 0.07% 899,000 4,218 0.001    Waste Management
   (COP)1 Year Chart         COP ConocoPhillips 141 New $109.39 $786,000 6,175 0.06% 786,000 6,175 0.003    Integrated Oil & Gas
   (PGR)1 Year Chart         PGR Progressive Corp 146 New $203.92 $683,000 3,302 0.05% 683,000 3,302 0.001    Property & Casualty I...
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp 161 New $170.07 $544,000 2,698 0.04% 544,000 2,698 0    Oil & Gas Refining, P...
   (NOW)1 Year Chart         NOW Servicenow, Inc. 198 New $728.58 $302,000 396 0.02% 302,000 396 0    Information Technolog...
   (MO)1 Year Chart         MO Altria Group Inc 205 New $44.32 $263,000 6,037 0.02% 263,000 6,037 0    Cigarettes & Other To...
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 206 New $237.03 $257,000 1,248 0.02% 257,000 1,248 0    Semiconductor Equipme...
   (TDG)1 Year Chart         TDG Transdigm Group Inc 209 New $1,294.76 $229,000 186 0.02% 229,000 186 0.002    Aerospace/Defense Pro...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 211 New $160.19 $225,000 1,382 0.02% 225,000 1,382 0.001    Closed - End Fund - E...
   (CMG)1 Year Chart         CMG Chipotle Mexican Grill Inc 213 New $3,271.71 $224,000 77 0.02% 224,000 77 0    Restaurants
   (DIS)1 Year Chart         DIS Walt Disney Co 218 New $99.97 $217,000 1,774 0.02% 217,000 1,774 0    Entertainment - Diver...
      15 Records Found
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