SMITH CHAS P & ASSOCIATES PA CPAS - Portfolio overview

SMITH CHAS P & ASSOCIATES PA CPAS has 182 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 5.78%
2. GOOG - ALPHABET INC, 5.76%
3. WMT - WALMART INC, 4.82%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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