Smith, Salley & Associates - Q42025 Holdings

Smith, Salley & Associates holds 264 stocks with a total portfolio value of $ 2.02B as of Q42025. In Q42025, Smith, Salley & Associates added 9 new positions, increased stakes in 107 stocks, reduced 94 holdings, and fully exited 8 positions. The largest holding is Nvidia Corporation (NVDA), representing 7.18% of the total portfolio.