Holdings
Smith Partners Wealth Management, LLC
As of Jun 30, 2026, Smith Partners Wealth Management, LLC reported 27 positions worth US$15.1M. Largest: Apple Inc, Microsoft Corp. and Loews Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 13,190 | US$3.82M | no change | Jun 30, 2026 |
| Microsoft Corp. | 3,816 | US$1.42M | no change | Jun 30, 2026 |
| Loews Corporation | 7,500 | US$849K | no change | Jun 30, 2026 |
| Philip Morris International Inc | 4,200 | US$760K | no change | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 1,458 | US$730K | no change | Jun 30, 2026 |
| Lowe's Companies, Inc. | 2,950 | US$650K | −83 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1,740 | US$622K | −16 | Jun 30, 2026 |
| Csx Corporation | 12,644 | US$601K | no change | Jun 30, 2026 |
| Corning Incorporated | 1,848 | US$472K | no change | Jun 30, 2026 |
| Chevron Corporation | 2,805 | US$465K | no change | Jun 30, 2026 |