SMITH CHAS P & ASSOCIATES PA CPAS Q4 2024 Filing

Filed January 21, 2025

Portfolio Value

$1.7B

Holdings

159

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (159 positions)

StockValue
AAPLAPPLE INC
$125.0M
MSFTMICROSOFT CORP
$86.8M
GOOGALPHABET INC
$86.6M
JPMJPMORGAN CHASE & CO.
$85.6M
BRK/BBERKSHIRE HATHAWAY INC DEL
$79.2M
HDHOME DEPOT INC
$77.9M
WMTWALMART INC
$73.6M
VVISA INC
$52.1M
MCDMCDONALDS CORP
$50.7M
UNHUNITEDHEALTH GROUP INC
$49.4M
IVVISHARES TR
$45.9M
PGPROCTER AND GAMBLE CO
$44.1M
NDQINVESCO QQQ TR
$43.5M
CBCHUBB LIMITED
$43.4M
COSTCOSTCO WHSL CORP NEW
$43.0M
FPEIFIRST TR EXCH TRADED FD III
$40.4M
LMTLOCKHEED MARTIN CORP
$40.1M
ACNACCENTURE PLC IRELAND
$39.8M
APDAIR PRODS & CHEMS INC
$37.2M
JNJJOHNSON & JOHNSON
$35.2M
PEPPEPSICO INC
$35.0M
SDVYFIRST TR EXCHANGE-TRADED FD
$35.0M
MRKMERCK & CO INC
$32.8M
GDGENERAL DYNAMICS CORP
$31.2M
ITWILLINOIS TOOL WKS INC
$30.7M
ADPAUTOMATIC DATA PROCESSING IN
$30.1M
AMGNAMGEN INC
$29.1M
QQQMINVESCO EXCH TRADED FD TR II
$27.3M
UPSUNITED PARCEL SERVICE INC
$26.3M
CMCSACOMCAST CORP NEW
$22.9M
ONEQFIDELITY COMWLTH TR
$21.7M
HSYHERSHEY CO
$19.5M
FQALFIDELITY COVINGTON TRUST
$15.5M
DGROISHARES TR
$15.2M
SPYSPDR S&P 500 ETF TR
$14.4M
CSCOCISCO SYS INC
$12.5M
IWBISHARES TR
$10.0M
IJRISHARES TR
$9.5M
BRK-BBERKSHIRE HATHAWAY INC DEL
$8.9M
DFSEURDISCOVER FINL SVCS
$8.0M
LOWLOWES COS INC
$6.5M
NEENEXTERA ENERGY INC
$5.6M
AMZNAMAZON COM INC
$5.5M
SSOPROSHARES TR
$5.3M
ORCLORACLE CORP
$5.2M
IJJISHARES TR
$4.9M
SPXLDIREXION SHS ETF TR
$4.4M
IWRISHARES TR
$4.3M
IWMISHARES TR
$4.2M
MDYSPDR S&P MIDCAP 400 ETF TR
$3.8M
XOMEXXON MOBIL CORP
$3.4M
NVDANVIDIA CORPORATION
$2.6M
CVXCHEVRON CORP NEW
$2.4M
VXUSVANGUARD STAR FDS
$2.4M
SOSOUTHERN CO
$2.2M
JBTJOHN BEAN TECHNOLOGIES CORP
$2.2M
GOOGLALPHABET INC
$1.8M
FDHYFIDELITY COVINGTON TRUST
$1.7M
PNCPNC FINL SVCS GROUP INC
$1.6M
METAMETA PLATFORMS INC
$1.4M
CLCOLGATE PALMOLIVE CO
$1.4M
DFUSDIMENSIONAL ETF TRUST
$1.4M
KOCOCA COLA CO
$1.4M
PFEPFIZER INC
$1.2M
SSBUSDSOUTHSTATE CORPORATION
$1.1M
TFCTRUIST FINL CORP
$1.1M
VEAVANGUARD TAX-MANAGED FDS
$1.1M
XLESELECT SECTOR SPDR TR
$1.1M
EEMISHARES TR
$1.1M
LLYELI LILLY & CO
$1.0M
VBVANGUARD INDEX FDS
$998K
ABTABBOTT LABS
$944K
AVGOBROADCOM INC
$941K
BACVERIZON COMMUNICATIONS INC
$939K
VTIVANGUARD INDEX FDS
$920K
CATHGLOBAL X FDS
$878K
DFUVDIMENSIONAL ETF TRUST
$842K
ABBVABBVIE INC
$816K
CATCATERPILLAR INC
$813K
ADBEADOBE INC
$800K
VIGVANGUARD SPECIALIZED FUNDS
$784K
RTXRTX CORPORATION
$773K
GSGOLDMAN SACHS GROUP INC
$719K
MAMASTERCARD INCORPORATED
$709K
CWCURTISS WRIGHT CORP
$690K
MDTMEDTRONIC PLC
$690K
DFATDIMENSIONAL ETF TRUST
$683K
TAT&T INC
$675K
DFASDIMENSIONAL ETF TRUST
$640K
DUKDUKE ENERGY CORP NEW
$635K
WMWASTE MGMT INC DEL
$624K
SBUXSTARBUCKS CORP
$611K
KVUEKENVUE INC
$603K
SCHGSCHWAB STRATEGIC TR
$580K
FHLCFIDELITY COVINGTON TRUST
$580K
DISDISNEY WALT CO
$576K
USBUS BANCORP DEL
$545K
IVWISHARES TR
$535K
MARMARRIOTT INTL INC NEW
$523K
IBMINTERNATIONAL BUSINESS MACHS
$497K
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