HoldingsChannel.com
Sheets Smith Wealth Management Top Holdings
As of  06/30/2022, below is a summary of the Sheets Smith Wealth Management top holdings by largest position size, as per the latest 13f filing made by Sheets Smith Wealth Management. In the Sheets Smith Wealth Management-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Sheets Smith Wealth Management in that top holding, then the share count change between reporting periods, and finally the Sheets Smith Wealth Management top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
ISHARES TR (SUB) 245,993 +137,310 $25,748
     SUB245,993+137,310$25,748
ISHARES TR (IVV) 57,129 +2,431 $21,661
     IVV57,129+2,431$21,661
COCA COLA CO 331,925 -629 $20,881
     KO331,925-629$20,881
PEPSICO INC 116,801 -39 $19,466
     PEP116,801-39$19,466
ALPHABET INC 6,376 -234 $13,947
     GOOG6,376-234$13,947
IQVIA HLDGS INC 63,025 +14,147 $13,676
     IQV63,025+14,147$13,676
SCHWAB STRATEGIC TR 293,783 +277 $13,120
     SCHX293,783+277$13,120
VANGUARD SCOTTSDALE FDS (VCSH) 161,173 -72,242 $12,291
     VCSH161,173-72,242$12,291
ISHARES TR (MUB) 113,817 -110,032 $12,106
     MUB113,817-110,032$12,106
VISA INC 57,318 -1,227 $11,285
     V57,318-1,227$11,285
APPLE INC 77,306 -8,629 $10,569
     AAPL77,306-8,629$10,569
TRACTOR SUPPLY CO 52,168 UNCH $10,113
     TSCO52,168UNCH$10,113
AMAZON COM INC 92,960 +88,371 $9,873
     AMZN92,960+88,371$9,873
COPART INC 89,393 UNCH $9,713
     CPRT89,393UNCH$9,713
PUBLIC STORAGE 30,365 UNCH $9,494
     PSA30,365UNCH$9,494
SCHWAB STRATEGIC TR 117,621 +3,887 $8,425
     SCHD117,621+3,887$8,425
INTUIT 20,830 UNCH $8,029
     INTU20,830UNCH$8,029
NIKE INC 78,420 UNCH $8,015
     NKE78,420UNCH$8,015
GENERAL MLS INC 105,602 +25 $7,968
     GIS105,602+25$7,968
ECOLAB INC 48,755 -300 $7,497
     ECL48,755-300$7,497
ULTA BEAUTY INC 18,429 UNCH $7,104
     ULTA18,429UNCH$7,104
WP CAREY INC 83,461 +2,000 $6,916
     WPC83,461+2,000$6,916
INVESCO QQQ TR 23,619 -253 $6,620
     QQQ23,619-253$6,620
DBX ETF TR (SNPE) 184,592 +2,539 $6,304
     SNPE184,592+2,539$6,304
SPDR SER TR (SPLG) 131,308 +203 $5,822
     SPLG131,308+203$5,822
PAYCHEX INC 50,459 -170 $5,746
     PAYX50,459-170$5,746
SCHWAB STRATEGIC TR 128,743 -4,309 $5,689
     SCHB128,743-4,309$5,689
ENTERPRISE PRODS PARTNERS L 224,746 -9,593 $5,477
     EPD224,746-9,593$5,477
MICROSOFT CORP 21,310 -5,864 $5,473
     MSFT21,310-5,864$5,473
SCHWAB STRATEGIC TR 105,552 -18,082 $5,192
     SCHO105,552-18,082$5,192
EXXON MOBIL CORP 60,244 +10,096 $5,159
     XOM60,244+10,096$5,159
ISHARES TR (IJH) 21,871 +1 $4,948
     IJH21,871+1$4,948
MICROCHIP TECHNOLOGY INC. 83,892 -200 $4,872
     MCHP83,892-200$4,872
LAUDER ESTEE COS INC 18,817 UNCH $4,792
     EL18,817UNCH$4,792
BRISTOL MYERS SQUIBB CO 61,318 -999 $4,721
     BMY61,318-999$4,721
ISHARES TR (IJR) 48,696 +33,124 $4,500
     IJR48,696+33,124$4,500
SS&C TECHNOLOGIES HLDGS INC 77,100 UNCH $4,477
     SSNC77,100UNCH$4,477
ACCENTURE PLC IRELAND 16,073 +5,598 $4,463
     ACN16,073+5,598$4,463
CANADIAN NATL RY CO 39,125 UNCH $4,400
     CNI39,125UNCH$4,400
ISHARES TR (ICSH) 85,998 -2,434 $4,303
     ICSH85,998-2,434$4,303
OTIS WORLDWIDE CORP 57,328 +1,000 $4,051
     OTIS57,328+1,000$4,051
UNITED PARCEL SERVICE INC 21,338 -1,000 $3,895
     UPS21,338-1,000$3,895
WISDOMTREE TR 100,806 +601 $3,772
     IHDG100,806+601$3,772
ISHARES TR (ITOT) 44,035 +308 $3,689
     ITOT44,035+308$3,689
VANGUARD SPECIALIZED FUNDS (VIG) 25,586 -260 $3,671
     VIG25,586-260$3,671
TJX COS INC NEW 63,806 -5,700 $3,564
     TJX63,806-5,700$3,564
CARMAX INC 39,200 UNCH $3,547
     KMX39,200UNCH$3,547
SPDR INDEX SHS FDS (SPDW) 119,689 +68,827 $3,452
     SPDW119,689+68,827$3,452
UNITEDHEALTH GROUP INC 6,591 -25 $3,385
     UNH6,591-25$3,385
ISHARES TR (IYR) 36,000 UNCH $3,311
     IYR36,000UNCH$3,311

See Full List: All Stocks Held By Sheets Smith Wealth Management
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Sheets Smith Wealth Management

Size ($ in 1000's)
At 06/30/2022: $607,553
At 03/31/2022: $725,418

Sheets Smith Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sheets Smith Wealth Management 13F filings. Link to 13F filings: SEC filings

Sheets Smith Wealth Management Top Holdings 13F Filings | www.HoldingsChannel.com

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