HoldingsChannel.com
| Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 GOLDMAN SACHS ETF TR (GBIL) |
262,259 | +44,522 | $26,263 |
| GBIL | 262,259 | +44,522 | $26,263 |
| ISHARES TR (SUB) |
221,010 | -40,267 | $23,135 |
| SUB | 221,010 | -40,267 | $23,135 |
| ISHARES TR (IVV) |
55,399 | -3,458 | $22,773 |
| IVV | 55,399 | -3,458 | $22,773 |
| PEPSICO INC |
115,660 | -32 | $21,085 |
| PEP | 115,660 | -32 | $21,085 |
| COCA COLA CO |
331,277 | -711 | $20,549 |
| KO | 331,277 | -711 | $20,549 |
| SCHWAB STRATEGIC TR |
287,641 | -17,491 | $13,913 |
| SCHX | 287,641 | -17,491 | $13,913 |
| COPART INC |
176,063 | +151 | $13,242 |
| CPRT | 176,063 | +151 | $13,242 |
| APPLE INC |
79,283 | -1,670 | $13,074 |
| AAPL | 79,283 | -1,670 | $13,074 |
| VISA INC |
57,095 | +42 | $12,873 |
| V | 57,095 | +42 | $12,873 |
| EXXON MOBIL CORP |
112,273 | -726 | $12,312 |
| XOM | 112,273 | -726 | $12,312 |
| TRACTOR SUPPLY CO |
50,008 | UNCH | $11,754 |
| TSCO | 50,008 | UNCH | $11,754 |
| ALPHABET INC |
106,881 | -7,133 | $11,116 |
| GOOG | 106,881 | -7,133 | $11,116 |
| IQVIA HLDGS INC |
51,565 | -10,000 | $10,256 |
| IQV | 51,565 | -10,000 | $10,256 |
| ULTA BEAUTY INC |
18,429 | UNCH | $10,056 |
| ULTA | 18,429 | UNCH | $10,056 |
| NIKE INC |
78,675 | UNCH | $9,649 |
| NKE | 78,675 | UNCH | $9,649 |
| PUBLIC STORAGE |
30,020 | +480 | $9,070 |
| PSA | 30,020 | +480 | $9,070 |
| SCHWAB STRATEGIC TR |
115,311 | -3,176 | $8,436 |
| SCHD | 115,311 | -3,176 | $8,436 |
| AMAZON COM INC |
74,642 | +531 | $7,710 |
| AMZN | 74,642 | +531 | $7,710 |
| ECOLAB INC |
46,393 | -500 | $7,679 |
| ECL | 46,393 | -500 | $7,679 |
| INVESCO QQQ TR |
23,785 | +62 | $7,633 |
| QQQ | 23,785 | +62 | $7,633 |
| INTUIT |
15,997 | -5,000 | $7,132 |
| INTU | 15,997 | -5,000 | $7,132 |
| MICROCHIP TECHNOLOGY INC. |
83,592 | UNCH | $7,003 |
| MCHP | 83,592 | UNCH | $7,003 |
| TJX COS INC NEW |
85,421 | +3,800 | $6,694 |
| TJX | 85,421 | +3,800 | $6,694 |
| DBX ETF TR (SNPE) |
178,276 | -12,580 | $6,630 |
| SNPE | 178,276 | -12,580 | $6,630 |
| MICROSOFT CORP |
22,490 | -157 | $6,484 |
| MSFT | 22,490 | -157 | $6,484 |
| ENTERPRISE PRODS PARTNERS L |
241,344 | +8 | $6,251 |
| EPD | 241,344 | +8 | $6,251 |
| SCHWAB STRATEGIC TR |
130,249 | -1,553 | $6,232 |
| SCHB | 130,249 | -1,553 | $6,232 |
| WP CAREY INC |
80,057 | UNCH | $6,200 |
| WPC | 80,057 | UNCH | $6,200 |
| SPDR SER TR (SPLG) |
127,545 | -3,237 | $6,141 |
| SPLG | 127,545 | -3,237 | $6,141 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
78,814 | -6,871 | $6,008 |
| VCSH | 78,814 | -6,871 | $6,008 |
| ACCENTURE PLC IRELAND |
20,090 | -50 | $5,742 |
| ACN | 20,090 | -50 | $5,742 |
| PAYCHEX INC |
49,119 | +1 | $5,629 |
| PAYX | 49,119 | +1 | $5,629 |
| ISHARES TR (IJH) |
21,710 | -100 | $5,431 |
| IJH | 21,710 | -100 | $5,431 |
| ISHARES TR (IJR) |
49,178 | -2,155 | $4,756 |
| IJR | 49,178 | -2,155 | $4,756 |
| OTIS WORLDWIDE CORP |
56,282 | -43 | $4,750 |
| OTIS | 56,282 | -43 | $4,750 |
| CANADIAN NATL RY CO |
39,303 | +178 | $4,637 |
| CNI | 39,303 | +178 | $4,637 |
| ISHARES TR (MUB) |
42,926 | -9,477 | $4,625 |
| MUB | 42,926 | -9,477 | $4,625 |
| LAUDER ESTEE COS INC |
18,717 | UNCH | $4,613 |
| EL | 18,717 | UNCH | $4,613 |
| UNITED PARCEL SERVICE INC |
22,241 | +3 | $4,315 |
| UPS | 22,241 | +3 | $4,315 |
| BRISTOL MYERS SQUIBB CO |
61,984 | +316 | $4,296 |
| BMY | 61,984 | +316 | $4,296 |
| SPDR SER TR (SPIB) |
132,028 | +10,916 | $4,290 |
| SPIB | 132,028 | +10,916 | $4,290 |
| WALGREENS BOOTS ALLIANCE INC |
117,470 | +1,250 | $4,062 |
| WBA | 117,470 | +1,250 | $4,062 |
| SPDR INDEX SHS FDS (SPDW) |
126,032 | +242 | $4,048 |
| SPDW | 126,032 | +242 | $4,048 |
| ISHARES TR (ITOT) |
44,170 | +10 | $4,000 |
| ITOT | 44,170 | +10 | $4,000 |
| JPMORGAN CHASE & CO |
29,809 | -765 | $3,884 |
| JPM | 29,809 | -765 | $3,884 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
24,629 | -275 | $3,793 |
| VIG | 24,629 | -275 | $3,793 |
| GENERAL MLS INC |
43,253 | -204 | $3,696 |
| GIS | 43,253 | -204 | $3,696 |
| PGIM ETF TR (PULS) |
71,439 | +23,271 | $3,522 |
| PULS | 71,439 | +23,271 | $3,522 |
| WISDOMTREE TR |
86,070 | -8,005 | $3,393 |
| IHDG | 86,070 | -8,005 | $3,393 |
| AMGEN INC |
13,262 | -154 | $3,206 |
| AMGN | 13,262 | -154 | $3,206 |
See Full List: All Stocks Held By Sheets Smith Wealth Management
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Sheets Smith Wealth Management
|
Size ($ in 1000's)
At 03/31/2023: $654,529 At 12/31/2022: $638,971 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 |
