Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: SMITH, SALLEY & ASSOCIATES
  City: GREENSBORO
  State: NC
  Zip: 27401
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $1,547,580,000
  Total Value Change : $199,681,000
  Securities Held Change : 13
   
All Securities Held : 242
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 16     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VMC)1 Year Chart         VMC Vulcan Materials Co New $257.63 $3,185,000 14,030 % 3,185,000 14,030 0    N/A
   (USB)1 Year Chart         USB US Bancorp Delaware New $40.63 $2,368,000 54,723 % 2,368,000 54,723 0    N/A
   (COF)1 Year Chart         COF Capital One Financial Corp New $143.43 $1,580,000 12,048 % 1,580,000 12,048 0    N/A
   (CARR)1 Year Chart         CARR Carrier Global Corp New $61.49 $1,535,000 26,718 % 1,535,000 26,718 0    N/A
   (OTIS)1 Year Chart         OTIS Otis Worldwide Corp New $91.20 $1,113,000 12,437 % 1,113,000 12,437 0    N/A
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 New $275.98 $581,000 2,214 % 581,000 2,214 0    N/A
   (NPV)1 Year Chart         NPV Nuveen Virginia Premium Inc... New $10.53 $496,000 46,002 % 496,000 46,002 0    N/A
   (ORCL)1 Year Chart         ORCL Oracle Corp New $113.75 $432,000 4,100 % 432,000 4,100 0    N/A
   (CMI)1 Year Chart         CMI Cummins Inc New $282.49 $339,000 1,415 % 339,000 1,415 0    N/A
   (NUE)1 Year Chart         NUE Nucor Corp New $168.53 $269,000 1,547 % 269,000 1,547 0    N/A
   (HE)1 Year Chart         HE Hawaiian Electric Industrie... New $9.85 $242,000 17,052 % 242,000 17,052 0    N/A
   (MU)1 Year Chart         MU Micron Technology Inc New $112.96 $229,000 2,678 % 229,000 2,678 0    N/A
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US New $110.25 $224,000 2,125 % 224,000 2,125 0    N/A
   (WEN)1 Year Chart         WEN Wendys International Inc New $19.99 $207,000 10,625 % 207,000 10,625 0    N/A
   (IYH)1 Year Chart         IYH iShares Dow Jones US Health... New $58.83 $201,000 702 % 201,000 702 0    N/A
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc New $158.38 $201,000 1,365 % 201,000 1,365 0    N/A

      16 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results