Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SMITH SALLEY & ASSOCIATES 01-23-2023 12-31-2023 373 1,547,580,251
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
MICROSOFT CORP COM 1 $102,342,173 272,160 0.01 0.01 7,179 2.71 12-31-2023
APPLE INC COM 2 $90,960,154 472,447 0.01 0.01 13,039 2.84 12-31-2023
BERKSHIRE HATHAWAY INC DEL CL B NEW 3 $42,903,538 120,294 0.00 0.00 3,673 3.15 12-31-2023
AMAZON COM INC COM 4 $42,653,752 280,728 0.00 0.00 10,394 3.84 12-31-2023
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