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| Name: |
SMITH, SALLEY & ASSOCIATES |
| City: |
GREENSBORO |
| State: |
NC |
| Zip: |
27401 |
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data |
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| Holdings
Found :
21 |
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Menu
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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 |
|
AMNB |
American National Bancshare... |
|
- |
$47.76 |
$6,079,000 |
124,702 |
% |
1,349,000 |
0 |
0 |
N/A |
|
|
PRF |
Invesco FTSE RAFI US |
|
- |
$36.69 |
$2,091,000 |
59,400 |
% |
201,000 |
0 |
0.033 |
Closed - End Fund - E... |
|
|
LRGF |
Ishares Factorselect Msci U... |
|
- |
$51.45 |
$1,296,000 |
26,829 |
% |
134,000 |
0 |
0 |
N/A |
|
|
XLV |
SPDR Select Sector Health |
|
- |
$140.33 |
$1,077,000 |
7,898 |
% |
60,000 |
0 |
0 |
N/A |
|
|
IWP |
iShares Tr Russell MidCap Gr |
|
- |
$107.44 |
$1,066,000 |
10,209 |
% |
133,000 |
0 |
0 |
N/A |
|
|
XLI |
SPDR Industrial Sector |
|
- |
$121.52 |
$832,000 |
7,300 |
% |
92,000 |
0 |
0 |
N/A |
|
|
MUB |
iShares S&P National Munici... |
|
- |
$106.33 |
$804,000 |
7,419 |
% |
43,000 |
0 |
0 |
N/A |
|
|
CL |
Colgate Palmolive Co |
|
- |
$91.92 |
$697,000 |
8,741 |
% |
75,000 |
0 |
0 |
N/A |
|
|
GL |
Globe Life Inc |
|
- |
$76.17 |
$635,000 |
5,213 |
% |
68,000 |
0 |
0 |
N/A |
|
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XLY |
SPDR cnsmr discr sel sect |
|
- |
$175.62 |
$614,000 |
3,433 |
% |
61,000 |
0 |
0 |
N/A |
|
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BRK.A |
Berkshire Hathaway Inc |
|
- |
$599,500.00 |
$543,000 |
1 |
% |
12,000 |
0 |
0 |
N/A |
|
|
BEAT |
Heartbeam Ord Shs |
|
- |
$0.00 |
$470,000 |
200,000 |
% |
40,000 |
0 |
0 |
N/A |
|
|
OMFL |
Oppenheimer Russell 1000 Dy... |
|
- |
$0.00 |
$469,000 |
9,127 |
% |
51,000 |
0 |
0 |
N/A |
|
|
LOB |
Live Oak Bancshares, Inc. |
|
- |
$32.32 |
$407,000 |
8,954 |
% |
148,000 |
0 |
0 |
N/A |
|
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VOO |
Vanguard S&P 500 Etf |
|
- |
$461.43 |
$407,000 |
932 |
% |
41,000 |
0 |
0 |
N/A |
|
|
XHB |
SPDR S&P Homebuilders |
|
- |
$102.61 |
$310,000 |
3,240 |
% |
62,000 |
0 |
0 |
N/A |
|
|
XLK |
SPDR Technology Sector |
|
- |
$196.27 |
$308,000 |
1,601 |
% |
46,000 |
0 |
0 |
N/A |
|
|
IWO |
iShares Russell 2000 Growth |
|
- |
$250.32 |
$278,000 |
1,104 |
% |
31,000 |
0 |
0 |
N/A |
|
|
VV |
Vanguard Large Cap VIPERS |
|
- |
$230.19 |
$248,000 |
1,137 |
% |
25,000 |
0 |
0 |
N/A |
|
|
RYT |
Invesco S&P 500 Equal Weigh... |
|
- |
$33.15 |
$225,000 |
801 |
% |
0 |
0 |
0 |
N/A |
|
|
SHV |
iShares Barclays Short Trea... |
|
- |
$110.47 |
$203,000 |
1,840 |
% |
0 |
0 |
0 |
N/A |
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