Smith, Salley & Associates Diversified Active

CIK: 0001482012 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 1, 2017

Total Value ($000): $480,290 (100.0% shares, 0.0% debt)

Holdings (157)

MSFT Microsoft 4.0%
Value ($000) $19,151 Shares 308,221 Est. Cost $34.70 Unrealized +55.4%
AAPL Apple Inc 3.0%
Value ($000) $14,186 Shares 122,491 Est. Cost $19.35 Unrealized +34.8%
BRK/B Berkshire Hathaway Cl B 2.8%
Value ($000) $13,586 Shares 83,361 Est. Cost $138.13 Unrealized +11.5%
JPM J P MORGAN CHASE & CO 2.3%
Value ($000) $11,207 Shares 129,887 Est. Cost $42.04 Unrealized +42.5%
AIG American Intl Group Inc 2.3%
Value ($000) $11,095 Shares 169,874 Est. Cost $40.07 Unrealized +24.3%
VZ VERIZON COMMUNICATIONS INC 2.2%
Value ($000) $10,703 Shares 200,509 Est. Cost $27.64 Unrealized +12.1%
SPY SPDR S&P 500 ETF TR TR UNIT 2.1%
Value ($000) $10,323 Shares 46,184 Est. Cost $209.05 Unrealized
DIS Disney 2.1%
Value ($000) $10,095 Shares 96,854 Est. Cost $71.36 Unrealized +27.1%
General Electric 2.1%
Value ($000) $10,068 Shares 318,671 Est. Cost $25.27 Unrealized
PG Procter & Gamble 2.0%
Value ($000) $9,798 Shares 116,528 Est. Cost $59.36 Unrealized +12.5%
KMI KINDER MORGAN INC DEL COM 2.0%
Value ($000) $9,450 Shares 456,386 Est. Cost $15.97 Unrealized -17.9%
PNC PNC Finl Svcs Group 1.9%
Value ($000) $9,062 Shares 77,479 Est. Cost $54.82 Unrealized +40.7%
TJX TJX Companies 1.9%
Value ($000) $9,005 Shares 119,862 Est. Cost $24.37 Unrealized +36.4%
CSCO Cisco Systems 1.8%
Value ($000) $8,751 Shares 289,613 Est. Cost $17.24 Unrealized +33.7%
United Technologies 1.7%
Value ($000) $8,404 Shares 76,661 Est. Cost $104.97 Unrealized
WFC Wells Fargo 1.7%
Value ($000) $8,196 Shares 148,714 Est. Cost $36.86 Unrealized +5.9%
XOM EXXON MOBIL CORP COM 1.6%
Value ($000) $7,900 Shares 87,525 Est. Cost $57.52 Unrealized +1.1%
ABBV Abbvie Inc 1.6%
Value ($000) $7,539 Shares 120,392 Est. Cost $33.19 Unrealized +25.9%
MA MASTERCARD INC 1.6%
Value ($000) $7,537 Shares 73,003 Est. Cost $86.59 Unrealized +13.5%
ALLERGAN PLC 1.5%
Value ($000) $7,008 Shares 33,368 Est. Cost $279.56 Unrealized
JNJ Johnson & Johnson 1.4%
Value ($000) $6,746 Shares 58,554 Est. Cost $71.65 Unrealized +25.2%
LYB LYONDELLBASELL INDUSTRIES 1.4%
Value ($000) $6,519 Shares 75,994 Est. Cost $48.40 Unrealized +2.0%
GOOG Alphabet Inc Class C 1.4%
Value ($000) $6,500 Shares 8,422 Est. Cost $35.61 Unrealized +8.6%
AMERICAN NATL BANKSHARES INCCOM 1.3%
Value ($000) $6,425 Shares 184,684 Est. Cost $22.08 Unrealized
SLB Schlumberger Ltd 1.3%
Value ($000) $6,308 Shares 75,149 Est. Cost $63.22 Unrealized -0.3%
WMT Wal-Mart Stores 1.3%
Value ($000) $6,299 Shares 91,140 Est. Cost $18.55 Unrealized +7.3%
NXPI NXP SEMICONDUCTORS 1.3%
Value ($000) $6,184 Shares 63,100 Est. Cost $78.52 Unrealized +12.5%
CSX CSX Corp 1.3%
Value ($000) $6,127 Shares 170,527 Est. Cost $7.74 Unrealized +27.7%
PEP Pepsico Inc 1.2%
Value ($000) $5,758 Shares 55,035 Est. Cost $70.53 Unrealized +12.5%
LABORATORY CORP OF AMERICA HLDGS 1.2%
Value ($000) $5,739 Shares 44,703 Est. Cost $101.95 Unrealized
INGERSOLL-RAND PLC 1.2%
Value ($000) $5,676 Shares 75,644 Est. Cost $61.39 Unrealized
MRK MERCK & CO NEW 1.2%
Value ($000) $5,545 Shares 94,193 Est. Cost $39.82 Unrealized +10.7%
Priceline Inc 1.1%
Value ($000) $5,370 Shares 3,663 Est. Cost $1176.37 Unrealized
EXPRESS SCRIPTS HLDG CO 1.1%
Value ($000) $5,245 Shares 76,253 Est. Cost $74.67 Unrealized
Du Pont E.I. De Nemours & Co 1.0%
Value ($000) $5,037 Shares 68,620 Est. Cost $63.37 Unrealized
V VISA INC COM CL A 1.0%
Value ($000) $4,945 Shares 63,369 Est. Cost $73.29 Unrealized +2.9%
ABT Abbott Laboratories 1.0%
Value ($000) $4,759 Shares 123,929 Est. Cost $31.48 Unrealized +6.9%
HON Honeywell Intl Inc 1.0%
Value ($000) $4,667 Shares 40,290 Est. Cost $75.98 Unrealized +10.8%
EOG EOG RESOURCES INC 1.0%
Value ($000) $4,594 Shares 45,441 Est. Cost $57.24 Unrealized +26.4%
CVS CVS Corp 0.9%
Value ($000) $4,489 Shares 56,893 Est. Cost $52.46 Unrealized +16.4%
EQT EQT CORP 0.9%
Value ($000) $4,432 Shares 67,757 Est. Cost $30.81 Unrealized +11.0%
AMZN Amazon.Com Inc 0.9%
Value ($000) $4,307 Shares 5,743 Est. Cost $35.71 Unrealized +9.7%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.9%
Value ($000) $4,191 Shares 38,779 Est. Cost $109.79 Unrealized
CTSH Cognizant Tech Solutions 0.9%
Value ($000) $4,136 Shares 73,817 Est. Cost $50.37 Unrealized -5.8%
Dow Chemical Co 0.8%
Value ($000) $4,071 Shares 71,155 Est. Cost $49.60 Unrealized
T AT&T 0.8%
Value ($000) $4,034 Shares 94,864 Est. Cost $12.56 Unrealized +23.1%
NSC Norfolk Southern Crp 0.8%
Value ($000) $3,977 Shares 36,798 Est. Cost $72.60 Unrealized +15.7%
EFA EAFE Index (Dev Int'l) 0.8%
Value ($000) $3,752 Shares 64,994 Est. Cost $55.81 Unrealized
CVX Chevron Corp 0.8%
Value ($000) $3,672 Shares 31,203 Est. Cost $70.96 Unrealized +4.0%
Spectra Energy 0.8%
Value ($000) $3,609 Shares 87,818 Est. Cost $36.22 Unrealized
CAROLINA BANK HOLDINGS GREENSBORO 0.7%
Value ($000) $3,515 Shares 136,149 Est. Cost $9.77 Unrealized
BMY Bristol Myers Squibb 0.7%
Value ($000) $3,504 Shares 59,950 Est. Cost $38.55 Unrealized +2.5%
EMR Emerson Electric Co 0.7%
Value ($000) $3,490 Shares 62,605 Est. Cost $44.52 Unrealized -3.7%
PRGO PERRIGO CO LTD 0.7%
Value ($000) $3,469 Shares 41,691 Est. Cost $121.73 Unrealized -28.7%
PFE Pfizer 0.7%
Value ($000) $3,469 Shares 106,838 Est. Cost $18.49 Unrealized +10.9%
MGA Magna Intl Inc 0.7%
Value ($000) $3,450 Shares 79,484 Est. Cost $28.16 Unrealized +13.5%
MDU MDU Resources Group 0.7%
Value ($000) $3,429 Shares 119,215 Est. Cost $6.49 Unrealized +21.6%
DEO Diageo Plc 0.6%
Value ($000) $3,079 Shares 29,626 Est. Cost $114.74 Unrealized
GME GAMESTOP CORP NEW CL A 0.6%
Value ($000) $2,845 Shares 112,620 Est. Cost $6.77 Unrealized -26.5%
KO Coca Cola 0.6%
Value ($000) $2,761 Shares 66,597 Est. Cost $28.89 Unrealized +8.0%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.6%
Value ($000) $2,741 Shares 71,214 Est. Cost $43.22 Unrealized
INTC Intel 0.6%
Value ($000) $2,673 Shares 73,690 Est. Cost $22.82 Unrealized +27.8%
F Ford Motor Co. 0.6%
Value ($000) $2,669 Shares 220,057 Est. Cost $8.16 Unrealized -8.4%
CFR Cullen Frost Bankersinc 0.6%
Value ($000) $2,648 Shares 30,008 Est. Cost $50.56 Unrealized +21.8%
DUK DUKE ENERGY CORP NEW 0.5%
Value ($000) $2,595 Shares 33,437 Est. Cost $46.42 Unrealized +13.5%
SEAGATE TECHNOLOGY PLC 0.5%
Value ($000) $2,473 Shares 64,785 Est. Cost $35.58 Unrealized
Royal Dutch Shell A 0.5%
Value ($000) $2,450 Shares 45,039 Est. Cost $56.36 Unrealized
NVS NOVARTIS AG ADR 0.5%
Value ($000) $2,438 Shares 33,473 Est. Cost $86.57 Unrealized
COP ConocoPhillips 0.5%
Value ($000) $2,342 Shares 46,705 Est. Cost $35.73 Unrealized -2.7%
VGT Technology (Vanguard) 0.5%
Value ($000) $2,320 Shares 19,096 Est. Cost $80.01 Unrealized
SKT Tanger Factory Outlet Ctrs Inc 0.5%
Value ($000) $2,284 Shares 63,847 Est. Cost $39.79 Unrealized
VOD VODAFONE GROUP PLC NEW ADR 0.5%
Value ($000) $2,281 Shares 93,374 Est. Cost $33.67 Unrealized
SO Southern Co 0.5%
Value ($000) $2,264 Shares 46,022 Est. Cost $29.62 Unrealized +13.3%
BB&T Corp 0.5%
Value ($000) $2,249 Shares 47,845 Est. Cost $39.66 Unrealized
HCP INC 0.5%
Value ($000) $2,209 Shares 74,330 Est. Cost $29.72 Unrealized
CELGENE CORPORATION 0.5%
Value ($000) $2,193 Shares 18,947 Est. Cost $85.89 Unrealized
ADI Analog Devices Inc 0.4%
Value ($000) $2,116 Shares 29,134 Est. Cost $51.54 Unrealized +10.9%
XLF Financials (SPDR) 0.4%
Value ($000) $1,987 Shares 85,477 Est. Cost $20.30 Unrealized
WY Weyerhaeuser Co 0.4%
Value ($000) $1,868 Shares 62,084 Est. Cost $20.28 Unrealized +6.9%
KMB Kimberly Clark 0.4%
Value ($000) $1,849 Shares 16,199 Est. Cost $71.65 Unrealized +18.0%
Unilever Plc New Spons Adr 0.4%
Value ($000) $1,810 Shares 44,466 Est. Cost $47.67 Unrealized
GILD Gilead Sciences 0.4%
Value ($000) $1,806 Shares 25,217 Est. Cost $54.08 Unrealized -1.6%
XLV Health Care (SPDR) 0.4%
Value ($000) $1,739 Shares 25,225 Est. Cost $53.52 Unrealized
Walgreens Boots Alliance 0.3%
Value ($000) $1,486 Shares 17,948 Est. Cost $84.69 Unrealized
CL Colgate-Palmolive Co 0.3%
Value ($000) $1,461 Shares 22,334 Est. Cost $51.19 Unrealized +8.2%
National Grid Adr 0.3%
Value ($000) $1,448 Shares 24,819 Est. Cost $66.94 Unrealized
XLI Industrials (SPDR) 0.3%
Value ($000) $1,354 Shares 21,765 Est. Cost $42.70 Unrealized
COST Costco Wholesale Corp 0.3%
Value ($000) $1,317 Shares 8,227 Est. Cost $91.81 Unrealized +41.4%
VDE Energy (Vanguard) 0.3%
Value ($000) $1,284 Shares 12,262 Est. Cost $106.00 Unrealized
XLY Consumer Discretionary (SPDR) 0.3%
Value ($000) $1,210 Shares 14,863 Est. Cost $57.17 Unrealized
Blackrock Inc 0.2%
Value ($000) $1,169 Shares 3,070 Est. Cost $319.55 Unrealized
MO Altria Group Inc 0.2%
Value ($000) $1,096 Shares 16,212 Est. Cost $26.07 Unrealized +30.3%
GVI ISHARES INTERMED GOVT/CREDITBOND 0.2%
Value ($000) $1,095 Shares 9,968 Est. Cost $110.89 Unrealized
LOW Lowes Companies 0.2%
Value ($000) $1,070 Shares 15,038 Est. Cost $58.90 Unrealized +1.5%
XLP Consumer Staples (SPDR) 0.2%
Value ($000) $1,035 Shares 20,015 Est. Cost $39.94 Unrealized
AXP American Express 0.2%
Value ($000) $989 Shares 13,355 Est. Cost $60.90 Unrealized +0.1%
BWA Borgwarner Inc 0.2%
Value ($000) $967 Shares 24,534 Est. Cost $46.49 Unrealized -39.7%
LQD ETF ISHS IBOXX $INVEST GRADECOPR BD FUND 0.2%
Value ($000) $953 Shares 8,136 Est. Cost $118.68 Unrealized
IBM Int'l Business Machines 0.2%
Value ($000) $785 Shares 4,732 Est. Cost $114.52 Unrealized -10.0%
IWV iShares Russell 3000 Index 0.2%
Value ($000) $772 Shares 5,806 Est. Cost $100.42 Unrealized
NVDA Nvidia Corp 0.2%
Value ($000) $738 Shares 6,910 Est. Cost $0.35 Unrealized +490.4%
SYY Sysco Corp 0.1%
Value ($000) $702 Shares 12,683 Est. Cost $28.13 Unrealized +45.6%
UNP Union Pacific Corp 0.1%
Value ($000) $674 Shares 6,504 Est. Cost $72.73 Unrealized +10.4%
IJR iShares S&P Smallcap 600 0.1%
Value ($000) $670 Shares 4,871 Est. Cost $115.45 Unrealized
CAT Caterpillar Inc 0.1%
Value ($000) $662 Shares 7,140 Est. Cost $66.20 Unrealized +11.4%
PM Philip Morris Intl 0.1%
Value ($000) $652 Shares 7,125 Est. Cost $48.38 Unrealized +20.4%
PHM Pulte Homes Inc 0.1%
Value ($000) $643 Shares 35,000 Est. Cost $17.74 Unrealized -3.8%
BAC Bank of America 0.1%
Value ($000) $592 Shares 26,791 Est. Cost $11.20 Unrealized +40.0%
LLY Lilly Eli & Co 0.1%
Value ($000) $520 Shares 7,082 Est. Cost $48.99 Unrealized +31.1%
ISRG INTUITIVE SURGICAL INC. 0.1%
Value ($000) $508 Shares 801 Est. Cost $44.11 Unrealized +66.7%
MONSANTO COMPANY 0.1%
Value ($000) $486 Shares 4,619 Est. Cost $124.76 Unrealized
TROW T ROWE PRICE INC 0.1%
Value ($000) $479 Shares 6,366 Est. Cost $53.20 Unrealized -4.8%
ILMN ILLUMINA INC 0.1%
Value ($000) $466 Shares 3,643 Est. Cost $149.19 Unrealized -9.7%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $450 Shares 5,930 Est. Cost $11.10 Unrealized +11.0%
D Dominion Resources Inc Va Ne 0.1%
Value ($000) $446 Shares 5,822 Est. Cost $43.25 Unrealized +14.3%
Harris 0.1%
Value ($000) $441 Shares 4,306 Est. Cost $53.25 Unrealized
AEP American Elec Pwr Co 0.1%
Value ($000) $429 Shares 6,817 Est. Cost $36.21 Unrealized +23.4%
AMGN Amgen Inc 0.1%
Value ($000) $411 Shares 2,812 Est. Cost $76.27 Unrealized +49.9%
MDT Medtronic 0.1%
Value ($000) $407 Shares 5,712 Est. Cost $57.45 Unrealized +8.5%
FCNCA First Citizens Bancshares CL A 0.1%
Value ($000) $355 Shares 1,000 Est. Cost $182.75 Unrealized +73.2%
MDLZ Mondelez Intl Inc Com 0.1%
Value ($000) $345 Shares 7,778 Est. Cost $28.32 Unrealized +22.7%
GIS General Mills Inc 0.1%
Value ($000) $340 Shares 5,498 Est. Cost $35.60 Unrealized +26.1%
ADSK AUTODESK INC 0.1%
Value ($000) $326 Shares 4,399 Est. Cost $50.72 Unrealized +45.2%
HOFT HOOKER FURNITURE CORP 0.1%
Value ($000) $323 Shares 8,500 Est. Cost $23.83 Unrealized +20.7%
CABELAS 0.1%
Value ($000) $315 Shares 5,386 Est. Cost $62.39 Unrealized
ALL Allstate Corp 0.1%
Value ($000) $314 Shares 4,243 Est. Cost $42.64 Unrealized +34.8%
NDAQ NASDAQ OMX Group 0.1%
Value ($000) $284 Shares 4,228 Est. Cost $12.44 Unrealized +53.1%
PPG Ppg Industries 0.1%
Value ($000) $284 Shares 3,000 Est. Cost $77.00 Unrealized +4.7%
KHC Kraft Heinz Co Com 0.1%
Value ($000) $278 Shares 3,197 Est. Cost $47.95 Unrealized +17.8%
WHR WHIRLPOOL 0.1%
Value ($000) $273 Shares 1,500 Est. Cost $147.80 Unrealized +12.0%
CMCSA Comcast Corp Cl A 0.1%
Value ($000) $265 Shares 3,833 Est. Cost $23.87 Unrealized +12.3%
TMO Thermo Fisher Scientific 0.1%
Value ($000) $264 Shares 1,874 Est. Cost $116.56 Unrealized +23.3%
CFFI C & F Finl Corp 0.1%
Value ($000) $260 Shares 5,220 Est. Cost $27.93 Unrealized +21.1%
CHE Chemed Corp 0.1%
Value ($000) $259 Shares 1,615 Est. Cost $119.95 Unrealized +18.5%
RHI Robert Half Intl Inc 0.1%
Value ($000) $252 Shares 5,163 Est. Cost $42.83 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.1%
Value ($000) $244 Shares 1 Est. Cost $199512.94 Unrealized +15.7%
HELE Helen of Troy 0.0%
Value ($000) $240 Shares 2,837 Est. Cost $78.13 Unrealized +7.1%
Jacobs Engineering Group 0.0%
Value ($000) $239 Shares 4,196 Est. Cost $49.81 Unrealized
SNPS Synopsys Inc 0.0%
Value ($000) $238 Shares 4,046 Est. Cost $48.72 Unrealized +22.1%
VFC VF Corp 0.0%
Value ($000) $237 Shares 4,433 Est. Cost $58.88 Unrealized -11.9%
IXP Global Telecom (ishares) 0.0%
Value ($000) $237 Shares 4,035 Est. Cost $59.63 Unrealized
GS Goldman Sachs Group Inc 0.0%
Value ($000) $229 Shares 955 Est. Cost $167.76 Unrealized 0.0%
TM Toyota Mtrs Corp Spon Adr 0.0%
Value ($000) $227 Shares 1,938 Est. Cost $116.32 Unrealized
ADP Automatic Data Processing Inc 0.0%
Value ($000) $225 Shares 2,186 Est. Cost $76.76 Unrealized 0.0%
CPB CAMPBELL SOUP COMPANY 0.0%
Value ($000) $224 Shares 3,701 Est. Cost $31.56 Unrealized +32.1%
TSN Tyson Foods Inc Cl Afrmly Com 0.0%
Value ($000) $222 Shares 3,600 Est. Cost $37.67 Unrealized +38.1%
AFL Aflac Inc 0.0%
Value ($000) $222 Shares 3,195 Est. Cost $24.59 Unrealized +15.7%
SJM JM Smucker Co 0.0%
Value ($000) $222 Shares 1,733 Est. Cost $83.29 Unrealized +17.2%
WRB Berkley W R Corp 0.0%
Value ($000) $220 Shares 3,310 Est. Cost $14.61 Unrealized 0.0%
HSIC Henry Schein Inc 0.0%
Value ($000) $219 Shares 1,441 Est. Cost $50.13 Unrealized +20.4%
Hanesbrands Inc Com 0.0%
Value ($000) $212 Shares 9,806 Est. Cost $25.11 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $210 Shares 2,882 Est. Cost $53.91 Unrealized 0.0%
MXI Global Materials (ishares) 0.0%
Value ($000) $202 Shares 3,684 Est. Cost $53.41 Unrealized
Swiss Helvetia Index Fund 0.0%
Value ($000) $144 Shares 14,140 Est. Cost $12.50 Unrealized
Ensco Intl 0.0%
Value ($000) $111 Shares 11,420 Est. Cost $9.72 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $89 Shares 20,000 Est. Cost $3.46 Unrealized
McDermott Intl 0.0%
Value ($000) $81 Shares 10,900 Est. Cost $3.46 Unrealized