Smith, Salley & Associates Diversified Active

CIK: 0001482012 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 14, 2016

Total Value ($000): $450,986 (100.0% shares, 0.0% debt)

Holdings (155)

MSFT Microsoft 3.9%
Value ($000) $17,447 Shares 302,918 Est. Cost $34.36 Unrealized +46.4%
AAPL Apple Inc 3.0%
Value ($000) $13,722 Shares 121,389 Est. Cost $19.35 Unrealized +25.2%
KMI Kinder Morgan Inc 2.3%
Value ($000) $10,586 Shares 457,782 Est. Cost $15.97 Unrealized -18.2%
PG Procter & Gamble 2.3%
Value ($000) $10,366 Shares 115,500 Est. Cost $59.36 Unrealized +13.7%
VZ Verizon Communications 2.3%
Value ($000) $10,304 Shares 198,243 Est. Cost $27.60 Unrealized +19.2%
AIG American Intl Group Inc 2.2%
Value ($000) $9,958 Shares 167,824 Est. Cost $39.95 Unrealized +12.8%
SPY S&P 500 2.2%
Value ($000) $9,882 Shares 45,689 Est. Cost $208.89 Unrealized
General Electric 2.1%
Value ($000) $9,282 Shares 313,434 Est. Cost $25.16 Unrealized
TJX TJX Companies 2.0%
Value ($000) $9,147 Shares 122,314 Est. Cost $24.37 Unrealized +40.7%
CSCO Cisco Systems 2.0%
Value ($000) $9,023 Shares 284,501 Est. Cost $17.13 Unrealized +34.6%
DIS Disney 2.0%
Value ($000) $8,909 Shares 95,946 Est. Cost $71.36 Unrealized +24.5%
JPM JP Morgan Chase & Co 1.9%
Value ($000) $8,358 Shares 125,518 Est. Cost $41.42 Unrealized +22.8%
Allergan Inc 1.8%
Value ($000) $7,928 Shares 34,425 Est. Cost $279.56 Unrealized
United Technologies 1.7%
Value ($000) $7,758 Shares 76,362 Est. Cost $104.97 Unrealized
XOM Exxon Mobil 1.7%
Value ($000) $7,607 Shares 87,153 Est. Cost $57.52 Unrealized +1.8%
ABBV Abbvie Inc 1.7%
Value ($000) $7,603 Shares 120,567 Est. Cost $33.19 Unrealized +32.3%
MA Mastercard Inc Cl A 1.6%
Value ($000) $7,406 Shares 72,766 Est. Cost $86.59 Unrealized +4.9%
PNC PNC Finl Svcs Group 1.5%
Value ($000) $6,975 Shares 77,418 Est. Cost $54.82 Unrealized +15.4%
JNJ Johnson & Johnson 1.5%
Value ($000) $6,791 Shares 57,488 Est. Cost $71.31 Unrealized +31.2%
GOOG Alphabet Inc Class C 1.4%
Value ($000) $6,524 Shares 8,394 Est. Cost $35.61 Unrealized +5.8%
WMT Wal-Mart Stores 1.4%
Value ($000) $6,495 Shares 90,066 Est. Cost $18.54 Unrealized +11.1%
WFC Wells Fargo 1.4%
Value ($000) $6,434 Shares 145,312 Est. Cost $36.81 Unrealized +0.1%
NXPI NXP Semiconductors N V 1.4%
Value ($000) $6,396 Shares 62,704 Est. Cost $78.52 Unrealized -4.1%
Laboratory Corp of America 1.4%
Value ($000) $6,164 Shares 44,834 Est. Cost $101.95 Unrealized
PEP Pepsico Inc 1.3%
Value ($000) $5,958 Shares 54,777 Est. Cost $70.53 Unrealized +15.0%
SLB Schlumberger Ltd 1.3%
Value ($000) $5,902 Shares 75,054 Est. Cost $63.22 Unrealized -4.0%
MRK Merck & Co Inc 1.3%
Value ($000) $5,856 Shares 93,834 Est. Cost $39.82 Unrealized +9.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.3%
Value ($000) $5,693 Shares 39,408 Est. Cost $120.48 Unrealized +21.4%
Priceline Inc 1.2%
Value ($000) $5,355 Shares 3,639 Est. Cost $1176.37 Unrealized
Express Scripts 1.2%
Value ($000) $5,309 Shares 75,277 Est. Cost $74.74 Unrealized
AMERICAN NATL BANKSHARES INCCOM 1.2%
Value ($000) $5,201 Shares 186,074 Est. Cost $22.08 Unrealized
CSX CSX Corp 1.2%
Value ($000) $5,198 Shares 170,463 Est. Cost $7.74 Unrealized +7.1%
ABT Abbott Laboratories 1.1%
Value ($000) $5,181 Shares 122,525 Est. Cost $31.46 Unrealized +14.9%
V Visa Inc Cl A 1.1%
Value ($000) $5,172 Shares 62,536 Est. Cost $73.26 Unrealized +2.4%
Ingersoll Rand 1.1%
Value ($000) $5,126 Shares 75,443 Est. Cost $61.39 Unrealized
CVS CVS Corp 1.1%
Value ($000) $4,968 Shares 55,833 Est. Cost $52.30 Unrealized +35.5%
EQT EQT Corp 1.1%
Value ($000) $4,875 Shares 67,136 Est. Cost $30.81 Unrealized +18.2%
HON Honeywell Intl Inc 1.0%
Value ($000) $4,701 Shares 40,324 Est. Cost $75.98 Unrealized +13.2%
Du Pont E.I. De Nemours & Co 1.0%
Value ($000) $4,582 Shares 68,416 Est. Cost $63.37 Unrealized
EOG EOG Resources Inc 1.0%
Value ($000) $4,396 Shares 45,461 Est. Cost $57.24 Unrealized +13.8%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.9%
Value ($000) $4,208 Shares 37,432 Est. Cost $109.86 Unrealized
PRGO Perrigo Co 0.9%
Value ($000) $4,200 Shares 45,498 Est. Cost $121.73 Unrealized -24.3%
LYB LyondellBasell Industries 0.9%
Value ($000) $4,041 Shares 50,111 Est. Cost $47.89 Unrealized -5.9%
Seagate Technology 0.9%
Value ($000) $4,011 Shares 104,061 Est. Cost $35.58 Unrealized
EFA EAFE Index (Dev Int'l) 0.9%
Value ($000) $3,873 Shares 65,493 Est. Cost $55.81 Unrealized
T AT&T 0.8%
Value ($000) $3,791 Shares 93,344 Est. Cost $12.51 Unrealized +30.2%
DEO Diageo Plc 0.8%
Value ($000) $3,623 Shares 31,217 Est. Cost $114.74 Unrealized
Spectra Energy 0.8%
Value ($000) $3,588 Shares 83,942 Est. Cost $35.99 Unrealized
Dow Chemical Co 0.8%
Value ($000) $3,565 Shares 68,784 Est. Cost $49.33 Unrealized
PFE Pfizer 0.8%
Value ($000) $3,548 Shares 104,763 Est. Cost $18.45 Unrealized +20.6%
NSC Norfolk Southern Crp 0.8%
Value ($000) $3,485 Shares 35,906 Est. Cost $72.32 Unrealized +3.9%
CTSH Cognizant Tech Solutions 0.8%
Value ($000) $3,441 Shares 72,139 Est. Cost $50.44 Unrealized 0.0%
MGA Magna Intl Inc 0.8%
Value ($000) $3,388 Shares 78,889 Est. Cost $28.16 Unrealized +5.7%
EMR Emerson Electric Co 0.7%
Value ($000) $3,366 Shares 61,759 Est. Cost $44.54 Unrealized -5.0%
GME Gamestop 0.7%
Value ($000) $3,264 Shares 118,330 Est. Cost $6.77 Unrealized -14.6%
BMY Bristol Myers Squibb 0.7%
Value ($000) $3,239 Shares 60,071 Est. Cost $38.55 Unrealized +19.7%
Glaxosmithkline Plc Sponsored 0.7%
Value ($000) $3,134 Shares 72,654 Est. Cost $43.22 Unrealized
CVX Chevron Corp 0.7%
Value ($000) $3,123 Shares 30,348 Est. Cost $70.88 Unrealized -3.4%
AMZN Amazon.Com Inc 0.7%
Value ($000) $3,116 Shares 3,722 Est. Cost $33.82 Unrealized +13.2%
MDU MDU Resources Group 0.6%
Value ($000) $2,905 Shares 114,204 Est. Cost $6.43 Unrealized +7.6%
VOD Vodafone Group (ADR) 0.6%
Value ($000) $2,874 Shares 98,589 Est. Cost $33.67 Unrealized
F Ford Motor Co. 0.6%
Value ($000) $2,810 Shares 232,866 Est. Cost $8.16 Unrealized -5.8%
KO Coca Cola 0.6%
Value ($000) $2,750 Shares 64,999 Est. Cost $28.83 Unrealized +12.9%
CAROLINA BANK HOLDINGS GREENSBORO 0.6%
Value ($000) $2,666 Shares 136,724 Est. Cost $9.77 Unrealized
DUK Duke Energy 0.6%
Value ($000) $2,604 Shares 32,524 Est. Cost $46.24 Unrealized +21.9%
INTC Intel 0.6%
Value ($000) $2,589 Shares 68,594 Est. Cost $22.34 Unrealized +28.1%
NVS Novartis (ADR) 0.6%
Value ($000) $2,521 Shares 31,935 Est. Cost $87.23 Unrealized
SKT Tanger Factory Outlet Ctrs Inc 0.5%
Value ($000) $2,383 Shares 61,173 Est. Cost $39.97 Unrealized
SO Southern Co 0.5%
Value ($000) $2,262 Shares 44,102 Est. Cost $29.45 Unrealized +20.9%
VGT Technology (Vanguard) 0.5%
Value ($000) $2,244 Shares 18,646 Est. Cost $79.01 Unrealized
GILD Gilead Sciences 0.5%
Value ($000) $2,126 Shares 26,874 Est. Cost $54.08 Unrealized +6.8%
CFR Cullen Frost Bankersinc 0.5%
Value ($000) $2,089 Shares 29,043 Est. Cost $50.19 Unrealized +5.2%
CELGENE CORPORATION 0.5%
Value ($000) $2,079 Shares 19,887 Est. Cost $85.89 Unrealized
Unilever Plc New Spons Adr 0.5%
Value ($000) $2,057 Shares 43,389 Est. Cost $47.84 Unrealized
KMB Kimberly Clark 0.4%
Value ($000) $1,956 Shares 15,502 Est. Cost $71.07 Unrealized +31.6%
WY Weyerhaeuser Co 0.4%
Value ($000) $1,887 Shares 59,080 Est. Cost $20.21 Unrealized +8.5%
COP ConocoPhillips 0.4%
Value ($000) $1,877 Shares 43,180 Est. Cost $35.81 Unrealized -13.1%
ADI Analog Devices Inc 0.4%
Value ($000) $1,780 Shares 27,606 Est. Cost $51.23 Unrealized +1.2%
BB&T Corp 0.4%
Value ($000) $1,774 Shares 47,028 Est. Cost $39.53 Unrealized
XLV Health Care (SPDR) 0.4%
Value ($000) $1,763 Shares 24,444 Est. Cost $53.03 Unrealized
National Grid Adr 0.4%
Value ($000) $1,751 Shares 24,621 Est. Cost $66.94 Unrealized
CL Colgate-Palmolive Co 0.4%
Value ($000) $1,745 Shares 23,541 Est. Cost $51.19 Unrealized +16.0%
Walgreens Boots Alliance 0.3%
Value ($000) $1,556 Shares 19,290 Est. Cost $84.69 Unrealized
XLF Financials (SPDR) 0.3%
Value ($000) $1,330 Shares 68,914 Est. Cost $19.60 Unrealized
COST Costco Wholesale Corp 0.3%
Value ($000) $1,289 Shares 8,449 Est. Cost $91.81 Unrealized +49.2%
XLI Industrials (SPDR) 0.3%
Value ($000) $1,261 Shares 21,601 Est. Cost $42.70 Unrealized
VDE Energy (Vanguard) 0.3%
Value ($000) $1,166 Shares 11,932 Est. Cost $106.04 Unrealized
XLY Consumer Discretionary (SPDR) 0.3%
Value ($000) $1,157 Shares 14,452 Est. Cost $56.49 Unrealized
GVI ISHARES INTERMED GOVT/CREDITBOND 0.3%
Value ($000) $1,144 Shares 10,142 Est. Cost $110.89 Unrealized
Blackrock Inc 0.3%
Value ($000) $1,128 Shares 3,113 Est. Cost $319.55 Unrealized
LOW Lowes Companies 0.2%
Value ($000) $1,071 Shares 14,838 Est. Cost $58.89 Unrealized +11.1%
XLP Consumer Staples (SPDR) 0.2%
Value ($000) $1,047 Shares 19,670 Est. Cost $39.74 Unrealized
LQD ETF ISHS IBOXX $INVEST GRADECOPR BD FUND 0.2%
Value ($000) $966 Shares 7,841 Est. Cost $118.74 Unrealized
BWA Borgwarner Inc 0.2%
Value ($000) $864 Shares 24,534 Est. Cost $46.49 Unrealized -45.1%
AXP American Express 0.2%
Value ($000) $855 Shares 13,355 Est. Cost $60.90 Unrealized -7.5%
IWV iShares Russell 3000 Index 0.2%
Value ($000) $849 Shares 6,622 Est. Cost $100.42 Unrealized
ROYAL DUTCH SHELL PLC A SHARES 0.2%
Value ($000) $834 Shares 16,664 Est. Cost $59.71 Unrealized
IBM Int'l Business Machines 0.2%
Value ($000) $744 Shares 4,685 Est. Cost $114.64 Unrealized -11.2%
PM Philip Morris Intl 0.2%
Value ($000) $718 Shares 7,381 Est. Cost $48.38 Unrealized +28.7%
PHM Pulte Homes Inc 0.2%
Value ($000) $701 Shares 35,000 Est. Cost $17.74 Unrealized +4.6%
ILMN ILLUMINA INC 0.1%
Value ($000) $662 Shares 3,643 Est. Cost $149.19 Unrealized +7.2%
CAT Caterpillar Inc 0.1%
Value ($000) $634 Shares 7,140 Est. Cost $66.20 Unrealized -0.3%
SYY Sysco Corp 0.1%
Value ($000) $629 Shares 12,849 Est. Cost $28.13 Unrealized +43.0%
MO Altria Group Inc 0.1%
Value ($000) $597 Shares 9,440 Est. Cost $20.40 Unrealized +70.4%
LLY Lilly Eli & Co 0.1%
Value ($000) $590 Shares 7,352 Est. Cost $48.99 Unrealized +40.0%
ISRG INTUITIVE SURGICAL INC. 0.1%
Value ($000) $581 Shares 801 Est. Cost $44.11 Unrealized +73.6%
IJR ISHARES CORE S&P SMALLCAP 0.1%
Value ($000) $522 Shares 4,201 Est. Cost $111.92 Unrealized
D Dominion Resources Inc Va Ne 0.1%
Value ($000) $506 Shares 6,820 Est. Cost $43.25 Unrealized +17.0%
MONSANTO COMPANY 0.1%
Value ($000) $502 Shares 4,911 Est. Cost $124.76 Unrealized
NVDA Nvidia Corp 0.1%
Value ($000) $498 Shares 7,265 Est. Cost $0.35 Unrealized +316.5%
MDT Medtronic 0.1%
Value ($000) $494 Shares 5,712 Est. Cost $57.45 Unrealized +19.7%
AMGN Amgen Inc 0.1%
Value ($000) $469 Shares 2,812 Est. Cost $76.27 Unrealized +67.5%
TROW T ROWE PRICE INC 0.1%
Value ($000) $443 Shares 6,659 Est. Cost $53.20 Unrealized -7.1%
UNP Union Pacific Corp 0.1%
Value ($000) $443 Shares 4,547 Est. Cost $69.46 Unrealized +9.3%
AEP American Elec Pwr Co 0.1%
Value ($000) $437 Shares 6,817 Est. Cost $36.21 Unrealized +33.4%
BAC Bank of America 0.1%
Value ($000) $429 Shares 27,399 Est. Cost $11.20 Unrealized +7.8%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $399 Shares 5,930 Est. Cost $11.10 Unrealized +29.6%
Hanesbrands Inc Com 0.1%
Value ($000) $398 Shares 15,756 Est. Cost $25.11 Unrealized
Harris 0.1%
Value ($000) $394 Shares 4,306 Est. Cost $53.25 Unrealized
GIS General Mills Inc 0.1%
Value ($000) $362 Shares 5,656 Est. Cost $35.60 Unrealized +40.5%
ADSK AUTODESK INC 0.1%
Value ($000) $348 Shares 4,816 Est. Cost $50.72 Unrealized +24.2%
MDLZ Mondelez Intl Inc Com 0.1%
Value ($000) $341 Shares 7,778 Est. Cost $28.32 Unrealized +24.4%
XLRE Real Estate (SPDR) 0.1%
Value ($000) $312 Shares 9,532 Est. Cost $32.73 Unrealized
PPG Ppg Industries 0.1%
Value ($000) $310 Shares 3,000 Est. Cost $77.00 Unrealized +14.7%
TMO Thermo Fisher Scientific 0.1%
Value ($000) $298 Shares 1,874 Est. Cost $116.56 Unrealized +28.8%
CABELAS 0.1%
Value ($000) $296 Shares 5,386 Est. Cost $62.39 Unrealized
ALL Allstate Corp 0.1%
Value ($000) $294 Shares 4,243 Est. Cost $42.64 Unrealized +31.1%
FCNCA First Citizens Bancshares CL A 0.1%
Value ($000) $294 Shares 1,000 Est. Cost $182.75 Unrealized +44.3%
KHC Kraft Heinz Co Com 0.1%
Value ($000) $286 Shares 3,197 Est. Cost $47.95 Unrealized +21.0%
NDAQ NASDAQ OMX Group 0.1%
Value ($000) $286 Shares 4,228 Est. Cost $12.44 Unrealized +59.6%
National Oilwell Varco 0.1%
Value ($000) $277 Shares 7,534 Est. Cost $69.36 Unrealized
TSN Tyson Foods Inc Cl Afrmly Com 0.1%
Value ($000) $269 Shares 3,600 Est. Cost $37.67 Unrealized +53.6%
CMCSA Comcast Corp Cl A 0.1%
Value ($000) $254 Shares 3,833 Est. Cost $23.87 Unrealized +11.5%
SJM JM Smucker Co 0.1%
Value ($000) $250 Shares 1,845 Est. Cost $83.29 Unrealized +32.0%
IXP Global Telecom (ishares) 0.1%
Value ($000) $248 Shares 4,015 Est. Cost $59.63 Unrealized
HELE Helen of Troy 0.1%
Value ($000) $244 Shares 2,837 Est. Cost $78.13 Unrealized +20.0%
WHR WHIRLPOOL 0.1%
Value ($000) $243 Shares 1,500 Est. Cost $147.80 Unrealized +19.8%
SNPS Synopsys Inc 0.1%
Value ($000) $240 Shares 4,046 Est. Cost $48.72 Unrealized +16.5%
HSIC Henry Schein Inc 0.1%
Value ($000) $235 Shares 1,441 Est. Cost $50.13 Unrealized +32.4%
AFL Aflac Inc 0.1%
Value ($000) $231 Shares 3,215 Est. Cost $24.59 Unrealized +18.9%
CHE Chemed Corp 0.1%
Value ($000) $228 Shares 1,615 Est. Cost $119.95 Unrealized +12.1%
CFFI C & F Finl Corp 0.0%
Value ($000) $225 Shares 5,220 Est. Cost $27.93 Unrealized +18.1%
EWY South Korea Index Fund 0.0%
Value ($000) $224 Shares 3,858 Est. Cost $49.72 Unrealized
SDY S&P Dividend ETF 0.0%
Value ($000) $222 Shares 2,627 Est. Cost $78.12 Unrealized
Jacobs Engineering Group 0.0%
Value ($000) $217 Shares 4,196 Est. Cost $49.81 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.0%
Value ($000) $216 Shares 1 Est. Cost $199512.94 Unrealized +9.9%
CPB CAMPBELL SOUP COMPANY 0.0%
Value ($000) $212 Shares 3,874 Est. Cost $31.56 Unrealized +41.8%
VFC VF Corp 0.0%
Value ($000) $211 Shares 3,770 Est. Cost $60.11 Unrealized -3.9%
HOFT HOOKER FURNITURE CORP 0.0%
Value ($000) $208 Shares 8,500 Est. Cost $23.83 Unrealized 0.0%
TM Toyota Mtrs Corp Spon Adr 0.0%
Value ($000) $202 Shares 1,738 Est. Cost $116.23 Unrealized
MXI Global Materials (ishares) 0.0%
Value ($000) $201 Shares 3,763 Est. Cost $53.41 Unrealized
Swiss Helvetia Index Fund 0.0%
Value ($000) $161 Shares 15,085 Est. Cost $12.50 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $83 Shares 20,000 Est. Cost $3.46 Unrealized
McDermott Intl 0.0%
Value ($000) $79 Shares 15,800 Est. Cost $3.46 Unrealized
Eclipse Res Corp Com Isin #us2 0.0%
Value ($000) $38 Shares 11,700 Est. Cost $1.92 Unrealized