Smith, Salley & Associates Diversified Active

CIK: 0001482012 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 12, 2014

Total Value ($000): $376,870 (100.0% shares, 0.0% debt)

Holdings (174)

AAPL Apple Inc 3.7%
Value ($000) $13,916 Shares 138,125 Est. Cost $18.37 Unrealized +17.7%
BRK/B Berkshire Hathaway Cl B 2.9%
Value ($000) $11,015 Shares 79,743 Est. Cost $119.07 Unrealized +11.9%
GVI ISHARES INTERMED GOVT/CREDIT BOND 2.8%
Value ($000) $10,527 Shares 95,483 Est. Cost $110.89 Unrealized
MSFT Microsoft 2.3%
Value ($000) $8,601 Shares 185,531 Est. Cost $30.09 Unrealized +25.2%
General Electric 2.1%
Value ($000) $7,927 Shares 309,452 Est. Cost $25.03 Unrealized
United Technologies Company 2.1%
Value ($000) $7,734 Shares 73,235 Est. Cost $105.59 Unrealized
XOM Exxon Mobil 2.0%
Value ($000) $7,511 Shares 79,864 Est. Cost $58.61 Unrealized +4.9%
National Oilwell Varco 2.0%
Value ($000) $7,417 Shares 97,461 Est. Cost $78.84 Unrealized
CSCO Cisco Systems 2.0%
Value ($000) $7,384 Shares 293,414 Est. Cost $16.13 Unrealized +9.7%
PG Proctor & Gamble Co 1.9%
Value ($000) $7,047 Shares 84,151 Est. Cost $57.39 Unrealized +4.1%
JPM JP Morgan Chase & Co 1.7%
Value ($000) $6,526 Shares 108,332 Est. Cost $38.35 Unrealized +12.5%
GME Gamestop 1.7%
Value ($000) $6,364 Shares 154,476 Est. Cost $6.92 Unrealized +12.9%
VZ Verizon Communications Corp 1.7%
Value ($000) $6,239 Shares 124,814 Est. Cost $26.71 Unrealized +4.1%
AIG Amer Intl Group Inc 1.6%
Value ($000) $6,161 Shares 114,062 Est. Cost $38.47 Unrealized +8.6%
Covidien 1.5%
Value ($000) $5,796 Shares 67,004 Est. Cost $73.15 Unrealized
DIS Walt Disney Co 1.5%
Value ($000) $5,725 Shares 64,297 Est. Cost $60.92 Unrealized +30.2%
EMC Corp 1.4%
Value ($000) $5,090 Shares 173,989 Est. Cost $24.79 Unrealized
JNJ Johnson & Johnson 1.3%
Value ($000) $5,055 Shares 47,433 Est. Cost $68.03 Unrealized +11.1%
American National Bankshares Inc 1.3%
Value ($000) $5,027 Shares 220,954 Est. Cost $22.07 Unrealized
BAC Bank of America 1.3%
Value ($000) $4,924 Shares 288,849 Est. Cost $10.40 Unrealized +20.9%
QCOM Qualcomm Inc 1.3%
Value ($000) $4,879 Shares 65,255 Est. Cost $48.67 Unrealized +13.9%
GILD Gilead Sciences 1.3%
Value ($000) $4,834 Shares 45,413 Est. Cost $54.08 Unrealized +25.8%
Laboratory Corp of America 1.3%
Value ($000) $4,745 Shares 46,637 Est. Cost $100.70 Unrealized
KMI Kinder Morgan Inc 1.2%
Value ($000) $4,700 Shares 122,593 Est. Cost $20.09 Unrealized +6.7%
TJX TJX Companies Inc 1.2%
Value ($000) $4,664 Shares 78,819 Est. Cost $21.58 Unrealized +11.8%
PNC PNC Bank Corp 1.2%
Value ($000) $4,597 Shares 53,714 Est. Cost $51.09 Unrealized +17.1%
DVN Devon Energy 1.2%
Value ($000) $4,568 Shares 67,003 Est. Cost $43.19 Unrealized +16.4%
Precision Castparts Corp 1.2%
Value ($000) $4,453 Shares 18,799 Est. Cost $251.06 Unrealized
BWA Borg Warner Inc 1.2%
Value ($000) $4,440 Shares 84,392 Est. Cost $46.49 Unrealized -0.3%
Monsanto Company 1.1%
Value ($000) $4,256 Shares 37,829 Est. Cost $124.76 Unrealized
ABBV Abbvie Inc 1.1%
Value ($000) $4,026 Shares 69,695 Est. Cost $29.12 Unrealized +20.8%
DRI Darden Restaurants 1.1%
Value ($000) $4,013 Shares 77,980 Est. Cost $31.04 Unrealized -2.4%
TGT Target Corp 1.1%
Value ($000) $4,012 Shares 63,999 Est. Cost $41.84 Unrealized +3.3%
PRGO Perrigo Company Plc 1.0%
Value ($000) $3,742 Shares 24,919 Est. Cost $150.19 Unrealized -0.7%
Blackrock Inc 1.0%
Value ($000) $3,688 Shares 11,231 Est. Cost $319.55 Unrealized
Chicago Bridge & Iron Compa 1.0%
Value ($000) $3,687 Shares 63,747 Est. Cost $57.95 Unrealized
ORCL Oracle Corporation 0.9%
Value ($000) $3,564 Shares 93,117 Est. Cost $30.38 Unrealized +12.6%
Celgene Corp 0.9%
Value ($000) $3,554 Shares 37,503 Est. Cost $85.89 Unrealized
CSX CSX Corp 0.9%
Value ($000) $3,521 Shares 109,823 Est. Cost $7.23 Unrealized +19.2%
Express Scripts 0.9%
Value ($000) $3,381 Shares 47,870 Est. Cost $71.11 Unrealized
CVS CVS Corp 0.9%
Value ($000) $3,241 Shares 40,718 Est. Cost $45.51 Unrealized +26.3%
BUD Anheuser Busch 0.8%
Value ($000) $3,166 Shares 28,565 Est. Cost $93.93 Unrealized
DUK Duke Energy 0.8%
Value ($000) $3,126 Shares 41,809 Est. Cost $43.52 Unrealized +4.9%
CAT Caterpillar Inc 0.8%
Value ($000) $3,007 Shares 30,372 Est. Cost $65.50 Unrealized +21.0%
SNY Sanofi-Aventis 0.8%
Value ($000) $2,922 Shares 51,778 Est. Cost $53.71 Unrealized
ABT Abbott Laboratories 0.8%
Value ($000) $2,844 Shares 68,391 Est. Cost $29.59 Unrealized +15.3%
Ingersoll Rand 0.7%
Value ($000) $2,648 Shares 46,995 Est. Cost $61.09 Unrealized
CVX Chevron Corp 0.7%
Value ($000) $2,553 Shares 21,395 Est. Cost $74.84 Unrealized +4.9%
COST Costco Wholesale Corp 0.7%
Value ($000) $2,498 Shares 19,934 Est. Cost $91.81 Unrealized +5.8%
VGT Technology (Vanguard) 0.6%
Value ($000) $2,352 Shares 23,503 Est. Cost $74.30 Unrealized
Apache Corp 0.6%
Value ($000) $2,261 Shares 24,087 Est. Cost $100.62 Unrealized
BMY Bristol Myers Squibb 0.6%
Value ($000) $2,223 Shares 43,445 Est. Cost $33.29 Unrealized +2.8%
SYY Sysco Corporation 0.6%
Value ($000) $2,198 Shares 57,934 Est. Cost $26.47 Unrealized +4.1%
Walgreen Co 0.6%
Value ($000) $2,192 Shares 36,980 Est. Cost $74.12 Unrealized
Cabelas 0.6%
Value ($000) $2,169 Shares 36,822 Est. Cost $62.39 Unrealized
XLF Financials (SPDR) 0.6%
Value ($000) $2,135 Shares 92,164 Est. Cost $19.51 Unrealized
PFE Pfizer Inc 0.6%
Value ($000) $2,125 Shares 71,866 Est. Cost $17.26 Unrealized +1.1%
FLR Fluor Corp New 0.6%
Value ($000) $2,103 Shares 31,482 Est. Cost $67.14 Unrealized -2.2%
ADSK Autodesk Inc 0.6%
Value ($000) $2,084 Shares 37,836 Est. Cost $50.72 Unrealized +8.0%
XLY Consumer Discretionary (SPDR) 0.6%
Value ($000) $2,077 Shares 31,138 Est. Cost $56.49 Unrealized
TSCO Tractor Supply Co 0.5%
Value ($000) $2,067 Shares 33,602 Est. Cost $11.10 Unrealized -4.5%
BB&T Corp 0.5%
Value ($000) $2,053 Shares 55,192 Est. Cost $39.42 Unrealized
CTRA Cabot Oil & Gas Cp Com 0.5%
Value ($000) $2,017 Shares 61,688 Est. Cost $25.69 Unrealized -5.8%
RRC Range Resources Corp 0.5%
Value ($000) $2,013 Shares 29,672 Est. Cost $89.48 Unrealized -14.7%
KO Coca Cola 0.5%
Value ($000) $1,934 Shares 45,336 Est. Cost $27.82 Unrealized +3.7%
TROW T. Rowe Price Group 0.5%
Value ($000) $1,929 Shares 24,609 Est. Cost $53.20 Unrealized -1.1%
T AT&T 0.5%
Value ($000) $1,928 Shares 54,696 Est. Cost $11.58 Unrealized +2.8%
CL Colgate-Palmolive Co 0.5%
Value ($000) $1,842 Shares 28,256 Est. Cost $51.18 Unrealized -1.0%
EFA ISHARES MSCI EAFE ETF 0.5%
Value ($000) $1,832 Shares 28,570 Est. Cost $67.52 Unrealized
NUE Nucor 0.5%
Value ($000) $1,814 Shares 33,424 Est. Cost $38.64 Unrealized +3.6%
NSC Norfold Southern Corporation 0.5%
Value ($000) $1,810 Shares 16,219 Est. Cost $72.43 Unrealized +14.1%
ILMN Illumina Inc 0.5%
Value ($000) $1,799 Shares 10,973 Est. Cost $149.19 Unrealized +12.1%
DEO Diageo Plc 0.5%
Value ($000) $1,792 Shares 15,521 Est. Cost $116.85 Unrealized
VDE Energy (Vanguard) 0.5%
Value ($000) $1,715 Shares 13,083 Est. Cost $112.96 Unrealized
IJR ISHARES CORE S&P SMALLCAP 0.4%
Value ($000) $1,661 Shares 15,927 Est. Cost $112.09 Unrealized
Carolina Bank Holding 0.4%
Value ($000) $1,638 Shares 165,470 Est. Cost $9.77 Unrealized
INTC Intel 0.4%
Value ($000) $1,637 Shares 47,044 Est. Cost $19.85 Unrealized +29.7%
Dow Chemical Co 0.4%
Value ($000) $1,572 Shares 29,965 Est. Cost $49.55 Unrealized
DNOW NOW Inc 0.4%
Value ($000) $1,569 Shares 51,586 Est. Cost $33.20 Unrealized -1.4%
XLI Industrials (SPDR) 0.4%
Value ($000) $1,536 Shares 28,898 Est. Cost $42.70 Unrealized
NFG National Fuel Gas Company 0.4%
Value ($000) $1,515 Shares 21,645 Est. Cost $73.73 Unrealized -0.6%
XLV Health Care (SPDR) 0.4%
Value ($000) $1,509 Shares 23,608 Est. Cost $47.90 Unrealized
KMB Kimberly Clark 0.4%
Value ($000) $1,499 Shares 13,936 Est. Cost $66.73 Unrealized +6.2%
Spectra Energy 0.4%
Value ($000) $1,493 Shares 38,016 Est. Cost $38.09 Unrealized
ISRG Intuitive Surgical Inc 0.4%
Value ($000) $1,460 Shares 3,162 Est. Cost $44.11 Unrealized +12.5%
LLY Lilly Eli & Co 0.4%
Value ($000) $1,388 Shares 21,408 Est. Cost $48.99 Unrealized +4.9%
ADP Automatic Data Processing Inc 0.4%
Value ($000) $1,342 Shares 16,150 Est. Cost $51.41 Unrealized +9.5%
PEP PepsiCo Inc 0.3%
Value ($000) $1,313 Shares 14,108 Est. Cost $60.92 Unrealized +6.5%
C&J Energy Services Inc 0.3%
Value ($000) $1,297 Shares 42,485 Est. Cost $33.77 Unrealized
Royal Dutch Shell Plc 0.3%
Value ($000) $1,279 Shares 16,793 Est. Cost $78.87 Unrealized
AGG ETF ISHARES CORE TOTALU.S BOND MARKET 0.3%
Value ($000) $1,269 Shares 11,632 Est. Cost $109.24 Unrealized
XLP Consumer Staples (SPDR) 0.3%
Value ($000) $1,219 Shares 27,014 Est. Cost $39.74 Unrealized
IBM Int'l Business Machines 0.3%
Value ($000) $1,213 Shares 6,386 Est. Cost $116.25 Unrealized -1.6%
AXP American Express 0.3%
Value ($000) $1,207 Shares 13,783 Est. Cost $60.90 Unrealized +25.6%
HCP Inc 0.3%
Value ($000) $1,187 Shares 29,897 Est. Cost $40.25 Unrealized
MCD Mcdonalds Corp 0.3%
Value ($000) $1,161 Shares 12,247 Est. Cost $71.96 Unrealized -1.0%
SPY SPDR S&P 500 ETF TR TR UNIT 0.3%
Value ($000) $1,145 Shares 5,811 Est. Cost $177.60 Unrealized
NVS Novartis AG 0.3%
Value ($000) $1,135 Shares 12,055 Est. Cost $86.86 Unrealized
NOC Northrup Grumman Corp 0.3%
Value ($000) $1,114 Shares 8,453 Est. Cost $97.55 Unrealized +7.2%
EMR Emerson Electric Co 0.3%
Value ($000) $1,091 Shares 17,434 Est. Cost $48.65 Unrealized -1.8%
MRK Merck & Co Inc 0.3%
Value ($000) $1,064 Shares 17,943 Est. Cost $37.96 Unrealized +3.7%
Potash Corp. of Saskatchewan Inc 0.3%
Value ($000) $1,062 Shares 30,732 Est. Cost $34.73 Unrealized
VOD Vodafone Group Plc 0.3%
Value ($000) $1,035 Shares 31,466 Est. Cost $36.27 Unrealized
CAG Conagra Foods Inc 0.3%
Value ($000) $1,035 Shares 31,333 Est. Cost $16.94 Unrealized -1.2%
GPC Genuine Parts Co 0.3%
Value ($000) $968 Shares 11,037 Est. Cost $60.29 Unrealized +3.8%
AVX Corporation 0.2%
Value ($000) $941 Shares 70,858 Est. Cost $13.18 Unrealized
John Hancock Bank And Thrift O 0.2%
Value ($000) $911 Shares 41,018 Est. Cost $23.00 Unrealized
CPB Campbell Soup Company 0.2%
Value ($000) $909 Shares 21,282 Est. Cost $31.56 Unrealized -2.4%
Lorillard Inc Com 0.2%
Value ($000) $890 Shares 14,862 Est. Cost $60.84 Unrealized
IWV iShares Russell 3000 Index 0.2%
Value ($000) $836 Shares 7,160 Est. Cost $99.42 Unrealized
UVV Universal Corp 0.2%
Value ($000) $814 Shares 18,351 Est. Cost $54.47 Unrealized -5.3%
Bhp Billiton ADR 0.2%
Value ($000) $787 Shares 14,180 Est. Cost $58.75 Unrealized
CLX The Clorox Company 0.2%
Value ($000) $738 Shares 7,690 Est. Cost $64.55 Unrealized +1.7%
PM Philip Morris International Inc 0.2%
Value ($000) $734 Shares 8,793 Est. Cost $48.23 Unrealized -0.7%
GIS General Mills Inc 0.2%
Value ($000) $718 Shares 14,225 Est. Cost $35.46 Unrealized 0.0%
Glaxosmithkline Plc Sponsored 0.2%
Value ($000) $682 Shares 14,844 Est. Cost $45.94 Unrealized
Total System Services 0.2%
Value ($000) $678 Shares 21,913 Est. Cost $31.39 Unrealized
SLB Schlumberger Limited 0.2%
Value ($000) $647 Shares 6,360 Est. Cost $68.95 Unrealized +15.3%
TEVA Teva Pharmaceutical Industries 0.2%
Value ($000) $644 Shares 11,968 Est. Cost $52.44 Unrealized
PHM Pulte Homes Inc 0.2%
Value ($000) $643 Shares 36,426 Est. Cost $17.74 Unrealized -8.1%
APD Air Products & Chem 0.2%
Value ($000) $639 Shares 4,915 Est. Cost $86.35 Unrealized +7.1%
Hatteras Finl Corp Com 0.2%
Value ($000) $638 Shares 35,553 Est. Cost $17.57 Unrealized
WFC Wells Fargo & Co 0.2%
Value ($000) $638 Shares 12,312 Est. Cost $36.31 Unrealized +3.0%
RIG Transocean Ltd. 0.2%
Value ($000) $627 Shares 19,610 Est. Cost $42.54 Unrealized -8.0%
Ensco Intl 0.2%
Value ($000) $619 Shares 14,998 Est. Cost $49.60 Unrealized
MDU MDU Resources Group 0.2%
Value ($000) $611 Shares 21,980 Est. Cost $8.21 Unrealized +2.0%
PPG Ppg Industries 0.2%
Value ($000) $590 Shares 3,000 Est. Cost $59.61 Unrealized +39.9%
D Dominion Resources Inc Va Ne 0.2%
Value ($000) $569 Shares 8,248 Est. Cost $42.92 Unrealized -0.7%
DE Deere & Company 0.1%
Value ($000) $545 Shares 6,650 Est. Cost $74.12 Unrealized -6.4%
Ascena Retail Group 0.1%
Value ($000) $526 Shares 39,539 Est. Cost $17.28 Unrealized
Raytheon Co 0.1%
Value ($000) $523 Shares 5,138 Est. Cost $92.35 Unrealized
COP ConocoPhillips 0.1%
Value ($000) $514 Shares 6,727 Est. Cost $53.35 Unrealized +6.2%
SO Southern Company 0.1%
Value ($000) $505 Shares 11,566 Est. Cost $26.97 Unrealized +0.5%
MO Altria Group Inc 0.1%
Value ($000) $501 Shares 10,893 Est. Cost $19.20 Unrealized +7.7%
MOS Mosaic Co 0.1%
Value ($000) $485 Shares 10,937 Est. Cost $39.00 Unrealized -4.1%
IGSB ETF 1 - 3 YEAR CREDIT BOND FUND 0.1%
Value ($000) $484 Shares 4,598 Est. Cost $105.56 Unrealized
WMT Wal-Mart Stores 0.1%
Value ($000) $478 Shares 6,245 Est. Cost $20.53 Unrealized -1.1%
UPS United Parcel Service Class B 0.1%
Value ($000) $476 Shares 4,838 Est. Cost $66.59 Unrealized -0.4%
AEP American Elec Pwr Co 0.1%
Value ($000) $412 Shares 7,886 Est. Cost $35.32 Unrealized 0.0%
AMGN Amgen Inc 0.1%
Value ($000) $398 Shares 2,832 Est. Cost $73.34 Unrealized +28.9%
LQD ETF ISHS IBOXX $INVEST GRADECOPR BD FUND 0.1%
Value ($000) $383 Shares 3,239 Est. Cost $118.94 Unrealized
IXP Global Telecom (ishares) 0.1%
Value ($000) $341 Shares 5,425 Est. Cost $59.63 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $334 Shares 3,082 Est. Cost $66.24 Unrealized +21.3%
Harris 0.1%
Value ($000) $326 Shares 4,912 Est. Cost $49.87 Unrealized
NVDA Nvidia Corp 0.1%
Value ($000) $310 Shares 16,803 Est. Cost $0.34 Unrealized +30.5%
MXI Global Materials (ishares) 0.1%
Value ($000) $306 Shares 5,106 Est. Cost $53.23 Unrealized
PAYX Paychex Inc 0.1%
Value ($000) $293 Shares 6,639 Est. Cost $28.79 Unrealized +3.3%
Medtronic 0.1%
Value ($000) $281 Shares 4,543 Est. Cost $52.20 Unrealized
MDLZ Mondelez Intl Inc Com 0.1%
Value ($000) $274 Shares 7,995 Est. Cost $28.30 Unrealized +0.1%
Scana Corp 0.1%
Value ($000) $271 Shares 5,461 Est. Cost $53.84 Unrealized
XLU Utilities (SPDR) 0.1%
Value ($000) $270 Shares 6,412 Est. Cost $37.69 Unrealized
FCNCA First Citizens Bancshares CL A 0.1%
Value ($000) $260 Shares 1,200 Est. Cost $182.75 Unrealized +18.5%
VFC VF Corp 0.1%
Value ($000) $252 Shares 3,815 Est. Cost $59.82 Unrealized 0.0%
FCX Freeport Mcmoran Copper & Gold 0.1%
Value ($000) $247 Shares 7,554 Est. Cost $29.56 Unrealized +7.0%
EWY South Korea Index Fund 0.1%
Value ($000) $242 Shares 3,997 Est. Cost $61.62 Unrealized
Howard Hughes Corp 0.1%
Value ($000) $242 Shares 1,614 Est. Cost $142.50 Unrealized
Tiffany and Co. 0.1%
Value ($000) $240 Shares 2,490 Est. Cost $100.31 Unrealized
ALL Allstate Corp 0.1%
Value ($000) $239 Shares 3,893 Est. Cost $41.29 Unrealized +13.7%
Staples Inc 0.1%
Value ($000) $230 Shares 19,000 Est. Cost $11.33 Unrealized
RY Royal Bk Of Canada 0.1%
Value ($000) $225 Shares 3,150 Est. Cost $62.10 Unrealized +18.5%
HON Honeywell International Inc 0.1%
Value ($000) $223 Shares 2,396 Est. Cost $65.78 Unrealized +2.0%
C Citigroup Inc 0.1%
Value ($000) $222 Shares 4,290 Est. Cost $37.42 Unrealized 0.0%
TMO Thermo Fisher Scientific 0.1%
Value ($000) $221 Shares 1,814 Est. Cost $114.53 Unrealized +2.5%
Suntrust Banks Inc 0.1%
Value ($000) $219 Shares 5,765 Est. Cost $38.89 Unrealized
WHR Whirlpool 0.1%
Value ($000) $218 Shares 1,500 Est. Cost $147.80 Unrealized 0.0%
Directv Com Cl A 0.1%
Value ($000) $216 Shares 2,502 Est. Cost $84.92 Unrealized
EQT EQT Corp 0.1%
Value ($000) $211 Shares 2,300 Est. Cost $48.59 Unrealized 0.0%
CFFI C & F Finl Corp 0.1%
Value ($000) $210 Shares 6,320 Est. Cost $30.94 Unrealized -22.0%
BRK/A Berkshire Hathaway Inc. Class A 0.1%
Value ($000) $207 Shares 1 Est. Cost $179420.10 Unrealized +11.4%
L Loews Corporation 0.1%
Value ($000) $201 Shares 4,820 Est. Cost $41.25 Unrealized -1.3%
Swiss Helvetia Index Fund 0.1%
Value ($000) $189 Shares 14,002 Est. Cost $12.75 Unrealized
DNP Select Income Fund, Inc 0.0%
Value ($000) $129 Shares 12,712 Est. Cost $10.15 Unrealized
Sirius XM Holdings 0.0%
Value ($000) $70 Shares 20,000 Est. Cost $3.46 Unrealized
Rentech Inc 0.0%
Value ($000) $26 Shares 15,400 Est. Cost $2.10 Unrealized