HoldingsChannel.com
Sheets Smith Wealth Management Top Holdings
As of  03/31/2023, 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
 12/31/2022 to 03/31/2023
Position Size
($ in 1000's)
GOLDMAN SACHS ETF TR (GBIL) 262,259 +44,522 $26,263
     GBIL262,259+44,522$26,263
ISHARES TR (SUB) 221,010 -40,267 $23,135
     SUB221,010-40,267$23,135
ISHARES TR (IVV) 55,399 -3,458 $22,773
     IVV55,399-3,458$22,773
PEPSICO INC 115,660 -32 $21,085
     PEP115,660-32$21,085
COCA COLA CO 331,277 -711 $20,549
     KO331,277-711$20,549
SCHWAB STRATEGIC TR 287,641 -17,491 $13,913
     SCHX287,641-17,491$13,913
COPART INC 176,063 +151 $13,242
     CPRT176,063+151$13,242
APPLE INC 79,283 -1,670 $13,074
     AAPL79,283-1,670$13,074
VISA INC 57,095 +42 $12,873
     V57,095+42$12,873
EXXON MOBIL CORP 112,273 -726 $12,312
     XOM112,273-726$12,312
TRACTOR SUPPLY CO 50,008 UNCH $11,754
     TSCO50,008UNCH$11,754
ALPHABET INC 106,881 -7,133 $11,116
     GOOG106,881-7,133$11,116
IQVIA HLDGS INC 51,565 -10,000 $10,256
     IQV51,565-10,000$10,256
ULTA BEAUTY INC 18,429 UNCH $10,056
     ULTA18,429UNCH$10,056
NIKE INC 78,675 UNCH $9,649
     NKE78,675UNCH$9,649
PUBLIC STORAGE 30,020 +480 $9,070
     PSA30,020+480$9,070
SCHWAB STRATEGIC TR 115,311 -3,176 $8,436
     SCHD115,311-3,176$8,436
AMAZON COM INC 74,642 +531 $7,710
     AMZN74,642+531$7,710
ECOLAB INC 46,393 -500 $7,679
     ECL46,393-500$7,679
INVESCO QQQ TR 23,785 +62 $7,633
     QQQ23,785+62$7,633
INTUIT 15,997 -5,000 $7,132
     INTU15,997-5,000$7,132
MICROCHIP TECHNOLOGY INC. 83,592 UNCH $7,003
     MCHP83,592UNCH$7,003
TJX COS INC NEW 85,421 +3,800 $6,694
     TJX85,421+3,800$6,694
DBX ETF TR (SNPE) 178,276 -12,580 $6,630
     SNPE178,276-12,580$6,630
MICROSOFT CORP 22,490 -157 $6,484
     MSFT22,490-157$6,484
ENTERPRISE PRODS PARTNERS L 241,344 +8 $6,251
     EPD241,344+8$6,251
SCHWAB STRATEGIC TR 130,249 -1,553 $6,232
     SCHB130,249-1,553$6,232
WP CAREY INC 80,057 UNCH $6,200
     WPC80,057UNCH$6,200
SPDR SER TR (SPLG) 127,545 -3,237 $6,141
     SPLG127,545-3,237$6,141
VANGUARD SCOTTSDALE FDS (VCSH) 78,814 -6,871 $6,008
     VCSH78,814-6,871$6,008
ACCENTURE PLC IRELAND 20,090 -50 $5,742
     ACN20,090-50$5,742
PAYCHEX INC 49,119 +1 $5,629
     PAYX49,119+1$5,629
ISHARES TR (IJH) 21,710 -100 $5,431
     IJH21,710-100$5,431
ISHARES TR (IJR) 49,178 -2,155 $4,756
     IJR49,178-2,155$4,756
OTIS WORLDWIDE CORP 56,282 -43 $4,750
     OTIS56,282-43$4,750
CANADIAN NATL RY CO 39,303 +178 $4,637
     CNI39,303+178$4,637
ISHARES TR (MUB) 42,926 -9,477 $4,625
     MUB42,926-9,477$4,625
LAUDER ESTEE COS INC 18,717 UNCH $4,613
     EL18,717UNCH$4,613
UNITED PARCEL SERVICE INC 22,241 +3 $4,315
     UPS22,241+3$4,315
BRISTOL MYERS SQUIBB CO 61,984 +316 $4,296
     BMY61,984+316$4,296
SPDR SER TR (SPIB) 132,028 +10,916 $4,290
     SPIB132,028+10,916$4,290
WALGREENS BOOTS ALLIANCE INC 117,470 +1,250 $4,062
     WBA117,470+1,250$4,062
SPDR INDEX SHS FDS (SPDW) 126,032 +242 $4,048
     SPDW126,032+242$4,048
ISHARES TR (ITOT) 44,170 +10 $4,000
     ITOT44,170+10$4,000
JPMORGAN CHASE & CO 29,809 -765 $3,884
     JPM29,809-765$3,884
VANGUARD SPECIALIZED FUNDS (VIG) 24,629 -275 $3,793
     VIG24,629-275$3,793
GENERAL MLS INC 43,253 -204 $3,696
     GIS43,253-204$3,696
PGIM ETF TR (PULS) 71,439 +23,271 $3,522
     PULS71,439+23,271$3,522
WISDOMTREE TR 86,070 -8,005 $3,393
     IHDG86,070-8,005$3,393
AMGEN INC 13,262 -154 $3,206
     AMGN13,262-154$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

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

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