Smith Salley Wealth Management Grows Stock Position in RTX

Jan 19, 2025 · Smith Salley Wealth Management boosted its stake in shares of RTX Co. (NYSE:RTX - Free Report) by 1.9% during the 4th quarter, according to the company in its …

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Smith Salley Wealth Management Grows Stock Position In RTX

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Jan 19, 2025 · Smith Salley Wealth Management boosted its stake in shares of RTX Co. (NYSE:RTX - Free Report) by 1.9% during the 4th quarter, according to the company in its …

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Smith Salley Wealth Management Purchases 17,787 Shares Of

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1 day ago · Smith Salley Wealth Management raised its holdings in NVIDIA Co. (NASDAQ:NVDA - Free Report) by 2.8% during the fourth quarter, according to its most recent disclosure with …

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NVIDIA Co. (NASDAQ:NVDA) Stock Holdings Lifted By Smith …

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1 day ago · Smith Salley Wealth Management raised its position in shares of NVIDIA Co. (NASDAQ:NVDA – Free Report) by 2.8% in the fourth quarter, Holdings Channel reports. The …

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RTX Shares Owned By Smith, Salley & Associates - Historical …

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Quarter filed Position value Share count Share price at filing; 2023-03-31 $21M : 213k : 97.93 : 2022-12-31 $21M : 210k

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Smith, Salley & Associates - Stockzoa

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Smith Salley Wealth Management was a net buyer of stock by $28M. Smith Salley Wealth Management has $1.6B in assets under management (AUM), dropping by 1.79%. Central …

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Smith Salley Wealth Management Has $25.32 Million Position In …

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Jan 19, 2025 · Smith Salley Wealth Management lifted its stake in Thermo Fisher Scientific Inc. (NYSE:TMO - Free Report) by 13.9% in the fourth quarter, according to the company in its …

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Best-In-State Wealth Management Teams 2024 - Forbes

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The second annual Forbes/SHOOK Best-In-State Wealth Management Teams list features more than 4,100 teams with cumulative assets of $5.1 trillion. Forbes’ list was compiled by SHOOK …

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Meta Platforms, Inc. (NASDAQ:META) Is Smith Salley Wealth …

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Jan 21, 2025 · Meta Platforms comprises 3.0% of Smith Salley Wealth Management’s holdings, making the stock its 6th largest position. Smith Salley Wealth Management’s holdings in Meta …

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Alphabet Inc. (NASDAQ:GOOG) Position Raised By Smith Salley …

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Jan 21, 2025 · Smith Salley Wealth Management grew its stake in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 10.1% in the 4th quarter, according to its most recent …

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Amazon.com, Inc. (NASDAQ:AMZN) Position Increased By Smith …

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Feb 2, 2025 · Smith Salley Wealth Management increased its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 2.4% during the fourth quarter, according to its most …

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FAQs about Smith Salley Wealth Management Grows Stock Position in RTX Coupon?

Who is Smith Salley?

As we work with you to realize your goals, our tailored, unbiased advice is personalized to your needs, we aim to give you peace of mind and a custom-built portfolio. Smith Salley is a North Carolina-based wealth management firm providing comprehensive financial planning, investment management & trust services. ...

How many employees does Smith Salley have?

Firm information is as of 12/31/2022 and subject to change, number of employees is as of 07/31/2023. At Smith Salley, we look at the entire picture of your wealth to ensure it is constantly working for you. ...

Are wealth advisory teams ready for a recession?

With inflation finally slowing and a soft economic landing now looking far more likely than a recession, wealth advisory teams are still hunting for opportunities and putting client capital to work, though most remain cautious. ...