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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 151 | $1,342,212 | 9,209 | 0.00 | 0.00 | 843 | 10.08 | 06-30-2024 |
| PROGRESSIVE CORP | COM | 152 | $1,303,175 | 6,274 | 0.00 | 0.00 | 2,972 | 90.01 | 06-30-2024 |
| FIRST CTZNS BANCSHARES INC N | CL A | 153 | $1,279,549 | 760 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 154 | $1,257,648 | 19,363 | 0.00 | 0.00 | 4,136 | 27.16 | 06-30-2024 |
