Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SMITH SALLEY WEALTH MANAGEMENT | 07-29-2024 | 06-30-2024 | 226 | 1,393,330,563 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $93,459,133 | 209,104 | 0.01 | 0.01 | 12,221 | 6.21 | 06-30-2024 |
| NVIDIA CORPORATION | COM | 2 | $75,677,529 | 612,575 | 0.01 | 0.00 | 555,077 | 965.38 | 06-30-2024 |
| APPLE INC | COM | 3 | $75,399,087 | 357,986 | 0.01 | 0.00 | 20,710 | 6.14 | 06-30-2024 |
| AMAZON COM INC | COM | 4 | $45,552,404 | 235,717 | 0.00 | 0.00 | 14,769 | 6.68 | 06-30-2024 |
