Smith, Salley & Associates

RIA/Wealth

Smith, Salley & Associates is a RIA/Wealth based in Greensboro, NC led by Edmund Scott Batchelor, reporting $2.3B in AUM as of Q3 2025 with NVDA as the largest holding (8% allocation).

CEOEdmund Scott Batchelor

Portfolio Value: $1.9B
Positions: 263
Top Holding: NVDA at 7.76%
Last Reported: Q3 2025

Address324 West Wendover Avenue, Suite 301, Greensboro, NC, 27408, United States

Top Holdings

Largest long holdings in Smith, Salley & Associates's portfolio (38.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$150.8M	7.76%	+$1.9M Bought	0.00% 808.4K shares	≤ Q2 2013 Held for 12y 5m+
2 Microsoft MSFT	Software - Infrastructure Technology	$121.7M	6.26%	+$4.7M Bought	0.00% 235.0K shares	≤ Q2 2013 Held for 12y 5m+
3 Apple AAPL	Consumer Electronics Technology	$104.5M	5.38%	+$864.5K Bought	0.00% 410.2K shares	≤ Q2 2013 Held for 12y 5m+
4 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$66.7M	3.43%	+$2.2M Bought	0.00% 274.0K shares	Q3 2015 Held for 10y 2m
5 Amazon AMZN	Specialty Retail Consumer Cyclical	$60.3M	3.10%	+$2.5M Bought	0.00% 274.8K shares	Q2 2016 Held for 9y 5m
6 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$58.5M	3.01%	+$2.1M Bought	0.00% 79.6K shares	Q4 2019 Held for 5y 11m
7 JPMorgan Chase JPM	Banks - Diversified Financial Services	$53.3M	2.74%	-$88.6K Sold	0.01% 169.1K shares	≤ Q2 2013 Held for 12y 5m+
8 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$51.5M	2.65%	+$853.1K Bought	0.00% 102.4K shares	Q4 2019 Held for 5y 11m
9 TJX Companies TJX	Apparel - Retail Consumer Cyclical	$40.5M	2.09%	+$967.1K Bought	0.03% 280.3K shares	≤ Q2 2013 Held for 12y 5m+
10 Visa V	Financial - Credit Services Financial Services	$40.3M	2.08%	+$1.1M Bought	0.01% 118.1K shares	Q2 2016 Held for 9y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Smith, Salley & Associates's latest filing

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Market Value

$1.9B

Prior: $1.7B

Q/Q Change

+12.42%

+$214.8M

Net Flows % of MV

+3.53%

Turnover Ratio

3.71%

New Purchases

12 stocks

$3.5M

Added To

120 stocks

+$102.0M

Sold Out Of

9 stocks

$18.3M

Reduced Holdings

76 stocks

-$18.6M

Increased Positions

Position	Shares Δ	Change
1 iShares iBonds Dec 2027 Term Corporate ETF IBDS	New	0 → 22.3K +$542.2K
2 iShares iBonds Dec 2026 Term Corporate ETF IBDR	New	0 → 22.2K +$540.3K
3 iShares iBonds Dec 2028 Term Corporate IBDT	New	0 → 12.8K +$326.6K
4 iShares iBonds Dec 2025 Term Corporate IBDQ	New	0 → 12.4K +$313.0K
5 Invesco BulletShares 2025 Corporate Bond BSCP	New	0 → 15.1K +$312.9K

Decreased Positions

Position	Shares Δ	Change
1 Constellation Brands STZ	Sold	71.8K → 0 −$11.7M
2 Paychex PAYX	Sold	16.6K → 0 −$2.4M
3 Gartner IT	Sold	5.9K → 0 −$2.4M
4 EOG Resources EOG	Sold	5.7K → 0 −$684.0K
5 Adobe ADBE	Sold	633.0 → 0 −$244.9K