SMITH CHAS P & ASSOCIATES PA CPAS Q2 2025 Filing

Filed July 17, 2025

Portfolio Value

$1.8T

Holdings

166

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (166 positions)

StockValue
MSFTMICROSOFT CORP
$101.9M
JPMJPMORGAN CHASE & CO.
$98.0M
AAPLAPPLE INC
$95.3M
BRK/BBERKSHIRE HATHAWAY INC DEL
$83.2M
GOOGALPHABET INC
$77.8M
WMTWALMART INC
$77.7M
HDHOME DEPOT INC
$73.1M
VVISA INC
$57.2M
MCDMCDONALDS CORP
$51.7M
CBCHUBB LIMITED
$46.6M
NDQINVESCO QQQ TR
$46.2M
FPEIFIRST TR EXCH TRADED FD III
$43.5M
IVVISHARES TR
$43.4M
PGPROCTER AND GAMBLE CO
$42.8M
LMTLOCKHEED MARTIN CORP
$41.4M
JNJJOHNSON & JOHNSON
$39.6M
APDAIR PRODS & CHEMS INC
$37.4M
GDGENERAL DYNAMICS CORP
$37.3M
ACNACCENTURE PLC IRELAND
$36.8M
SDVYFIRST TR EXCHANGE-TRADED FD
$36.3M
UNHUNITEDHEALTH GROUP INC
$35.6M
AMZNAMAZON COM INC
$34.8M
ADPAUTOMATIC DATA PROCESSING IN
$34.7M
PEPPEPSICO INC
$33.5M
ITWILLINOIS TOOL WKS INC
$33.4M
AMGNAMGEN INC
$32.6M
QQQMINVESCO EXCH TRADED FD TR II
$30.3M
MRKMERCK & CO INC
$28.1M
CMCSACOMCAST CORP NEW
$26.5M
UPSUNITED PARCEL SERVICE INC
$25.6M
HSYHERSHEY CO
$23.5M
DGROISHARES TR
$18.0M
ONEQFIDELITY COMWLTH TR
$17.9M
FQALFIDELITY COVINGTON TRUST
$16.2M
SPYSPDR S&P 500 ETF TR
$15.3M
UNPUNION PAC CORP
$14.3M
NVONOVO-NORDISK A S
$13.6M
CSCOCISCO SYS INC
$12.0M
IWBISHARES TR
$11.4M
COFCAPITAL ONE FINL CORP
$9.3M
IJRISHARES TR
$8.8M
BRK-BBERKSHIRE HATHAWAY INC DEL
$8.7M
ORCLORACLE CORP
$6.5M
SSOPROSHARES TR
$5.6M
LOWLOWES COS INC
$5.4M
IWRISHARES TR
$5.2M
IJJISHARES TR
$4.6M
NEENEXTERA ENERGY INC
$4.5M
SPXLDIREXION SHS ETF TR
$4.5M
IWMISHARES TR
$4.5M
COSTCOSTCO WHSL CORP NEW
$4.4M
MDYSPDR S&P MIDCAP 400 ETF TR
$4.3M
VXUSVANGUARD STAR FDS
$3.1M
XOMEXXON MOBIL CORP
$3.1M
NVDANVIDIA CORPORATION
$2.8M
RSPINVESCO EXCHANGE TRADED FD T
$2.6M
SOSOUTHERN CO
$2.5M
BWINTHE BALDWIN INSURANCE GRP IN
$2.5M
CVXCHEVRON CORP NEW
$2.4M
JBTJBT MAREL CORPORATION
$1.9M
METAMETA PLATFORMS INC
$1.8M
GOOGLALPHABET INC
$1.6M
XLESELECT SECTOR SPDR TR
$1.4M
DFUSDIMENSIONAL ETF TRUST
$1.4M
KOCOCA COLA CO
$1.4M
VEAVANGUARD TAX-MANAGED FDS
$1.4M
VHTVANGUARD WORLD FD
$1.3M
EEMISHARES TR
$1.3M
CLCOLGATE PALMOLIVE CO
$1.2M
AVGOBROADCOM INC
$1.1M
TFCTRUIST FINL CORP
$1.0M
RTXRTX CORPORATION
$954K
LLYELI LILLY & CO
$938K
TAT&T INC
$915K
CATHGLOBAL X FDS
$893K
VTIVANGUARD INDEX FDS
$891K
CWCURTISS WRIGHT CORP
$889K
GSGOLDMAN SACHS GROUP INC
$888K
DFUVDIMENSIONAL ETF TRUST
$870K
BACVERIZON COMMUNICATIONS INC
$821K
ABBVABBVIE INC
$804K
4I1PHILIP MORRIS INTL INC
$761K
ABTABBOTT LABS
$746K
VIGVANGUARD SPECIALIZED FUNDS
$741K
CATCATERPILLAR INC
$725K
ADBEADOBE INC
$696K
WMWASTE MGMT INC DEL
$686K
DUKDUKE ENERGY CORP NEW
$680K
IBMINTERNATIONAL BUSINESS MACHS
$667K
DFATDIMENSIONAL ETF TRUST
$662K
DISDISNEY WALT CO
$661K
PNCPNC FINL SVCS GROUP INC
$642K
DFASDIMENSIONAL ETF TRUST
$640K
MDTMEDTRONIC PLC
$615K
SSBUSDSOUTHSTATE CORPORATION
$613K
VBVANGUARD INDEX FDS
$604K
IVWISHARES TR
$577K
SCHGSCHWAB STRATEGIC TR
$573K
PFEPFIZER INC
$572K
MAMASTERCARD INCORPORATED
$571K
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