
Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
245,993 | +137,310 | $25,748 |
SUB | 245,993 | +137,310 | $25,748 |
![]() |
57,129 | +2,431 | $21,661 |
IVV | 57,129 | +2,431 | $21,661 |
![]() |
331,925 | -629 | $20,881 |
KO | 331,925 | -629 | $20,881 |
![]() |
116,801 | -39 | $19,466 |
PEP | 116,801 | -39 | $19,466 |
![]() |
6,376 | -234 | $13,947 |
GOOG | 6,376 | -234 | $13,947 |
![]() |
63,025 | +14,147 | $13,676 |
IQV | 63,025 | +14,147 | $13,676 |
![]() |
293,783 | +277 | $13,120 |
SCHX | 293,783 | +277 | $13,120 |
![]() |
161,173 | -72,242 | $12,291 |
VCSH | 161,173 | -72,242 | $12,291 |
![]() |
113,817 | -110,032 | $12,106 |
MUB | 113,817 | -110,032 | $12,106 |
![]() |
57,318 | -1,227 | $11,285 |
V | 57,318 | -1,227 | $11,285 |
![]() |
77,306 | -8,629 | $10,569 |
AAPL | 77,306 | -8,629 | $10,569 |
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52,168 | UNCH | $10,113 |
TSCO | 52,168 | UNCH | $10,113 |
![]() |
92,960 | +88,371 | $9,873 |
AMZN | 92,960 | +88,371 | $9,873 |
![]() |
89,393 | UNCH | $9,713 |
CPRT | 89,393 | UNCH | $9,713 |
![]() |
30,365 | UNCH | $9,494 |
PSA | 30,365 | UNCH | $9,494 |
![]() |
117,621 | +3,887 | $8,425 |
SCHD | 117,621 | +3,887 | $8,425 |
![]() |
20,830 | UNCH | $8,029 |
INTU | 20,830 | UNCH | $8,029 |
![]() |
78,420 | UNCH | $8,015 |
NKE | 78,420 | UNCH | $8,015 |
![]() |
105,602 | +25 | $7,968 |
GIS | 105,602 | +25 | $7,968 |
![]() |
48,755 | -300 | $7,497 |
ECL | 48,755 | -300 | $7,497 |
![]() |
18,429 | UNCH | $7,104 |
ULTA | 18,429 | UNCH | $7,104 |
![]() |
83,461 | +2,000 | $6,916 |
WPC | 83,461 | +2,000 | $6,916 |
![]() |
23,619 | -253 | $6,620 |
QQQ | 23,619 | -253 | $6,620 |
![]() |
184,592 | +2,539 | $6,304 |
SNPE | 184,592 | +2,539 | $6,304 |
![]() |
131,308 | +203 | $5,822 |
SPLG | 131,308 | +203 | $5,822 |
![]() |
50,459 | -170 | $5,746 |
PAYX | 50,459 | -170 | $5,746 |
![]() |
128,743 | -4,309 | $5,689 |
SCHB | 128,743 | -4,309 | $5,689 |
![]() |
224,746 | -9,593 | $5,477 |
EPD | 224,746 | -9,593 | $5,477 |
![]() |
21,310 | -5,864 | $5,473 |
MSFT | 21,310 | -5,864 | $5,473 |
![]() |
105,552 | -18,082 | $5,192 |
SCHO | 105,552 | -18,082 | $5,192 |
![]() |
60,244 | +10,096 | $5,159 |
XOM | 60,244 | +10,096 | $5,159 |
![]() |
21,871 | +1 | $4,948 |
IJH | 21,871 | +1 | $4,948 |
![]() |
83,892 | -200 | $4,872 |
MCHP | 83,892 | -200 | $4,872 |
![]() |
18,817 | UNCH | $4,792 |
EL | 18,817 | UNCH | $4,792 |
![]() |
61,318 | -999 | $4,721 |
BMY | 61,318 | -999 | $4,721 |
![]() |
48,696 | +33,124 | $4,500 |
IJR | 48,696 | +33,124 | $4,500 |
![]() |
77,100 | UNCH | $4,477 |
SSNC | 77,100 | UNCH | $4,477 |
![]() |
16,073 | +5,598 | $4,463 |
ACN | 16,073 | +5,598 | $4,463 |
![]() |
39,125 | UNCH | $4,400 |
CNI | 39,125 | UNCH | $4,400 |
![]() |
85,998 | -2,434 | $4,303 |
ICSH | 85,998 | -2,434 | $4,303 |
![]() |
57,328 | +1,000 | $4,051 |
OTIS | 57,328 | +1,000 | $4,051 |
![]() |
21,338 | -1,000 | $3,895 |
UPS | 21,338 | -1,000 | $3,895 |
![]() |
100,806 | +601 | $3,772 |
IHDG | 100,806 | +601 | $3,772 |
![]() |
44,035 | +308 | $3,689 |
ITOT | 44,035 | +308 | $3,689 |
![]() |
25,586 | -260 | $3,671 |
VIG | 25,586 | -260 | $3,671 |
![]() |
63,806 | -5,700 | $3,564 |
TJX | 63,806 | -5,700 | $3,564 |
![]() |
39,200 | UNCH | $3,547 |
KMX | 39,200 | UNCH | $3,547 |
![]() |
119,689 | +68,827 | $3,452 |
SPDW | 119,689 | +68,827 | $3,452 |
![]() |
6,591 | -25 | $3,385 |
UNH | 6,591 | -25 | $3,385 |
![]() |
36,000 | UNCH | $3,311 |
IYR | 36,000 | UNCH | $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
![]() 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 |