
Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
262,259 | +44,522 | $26,263 |
GBIL | 262,259 | +44,522 | $26,263 |
![]() |
221,010 | -40,267 | $23,135 |
SUB | 221,010 | -40,267 | $23,135 |
![]() |
55,399 | -3,458 | $22,773 |
IVV | 55,399 | -3,458 | $22,773 |
![]() |
115,660 | -32 | $21,085 |
PEP | 115,660 | -32 | $21,085 |
![]() |
331,277 | -711 | $20,549 |
KO | 331,277 | -711 | $20,549 |
![]() |
287,641 | -17,491 | $13,913 |
SCHX | 287,641 | -17,491 | $13,913 |
![]() |
176,063 | +151 | $13,242 |
CPRT | 176,063 | +151 | $13,242 |
![]() |
79,283 | -1,670 | $13,074 |
AAPL | 79,283 | -1,670 | $13,074 |
![]() |
57,095 | +42 | $12,873 |
V | 57,095 | +42 | $12,873 |
![]() |
112,273 | -726 | $12,312 |
XOM | 112,273 | -726 | $12,312 |
![]() |
50,008 | UNCH | $11,754 |
TSCO | 50,008 | UNCH | $11,754 |
![]() |
106,881 | -7,133 | $11,116 |
GOOG | 106,881 | -7,133 | $11,116 |
![]() |
51,565 | -10,000 | $10,256 |
IQV | 51,565 | -10,000 | $10,256 |
![]() |
18,429 | UNCH | $10,056 |
ULTA | 18,429 | UNCH | $10,056 |
![]() |
78,675 | UNCH | $9,649 |
NKE | 78,675 | UNCH | $9,649 |
![]() |
30,020 | +480 | $9,070 |
PSA | 30,020 | +480 | $9,070 |
![]() |
115,311 | -3,176 | $8,436 |
SCHD | 115,311 | -3,176 | $8,436 |
![]() |
74,642 | +531 | $7,710 |
AMZN | 74,642 | +531 | $7,710 |
![]() |
46,393 | -500 | $7,679 |
ECL | 46,393 | -500 | $7,679 |
![]() |
23,785 | +62 | $7,633 |
QQQ | 23,785 | +62 | $7,633 |
![]() |
15,997 | -5,000 | $7,132 |
INTU | 15,997 | -5,000 | $7,132 |
![]() |
83,592 | UNCH | $7,003 |
MCHP | 83,592 | UNCH | $7,003 |
![]() |
85,421 | +3,800 | $6,694 |
TJX | 85,421 | +3,800 | $6,694 |
![]() |
178,276 | -12,580 | $6,630 |
SNPE | 178,276 | -12,580 | $6,630 |
![]() |
22,490 | -157 | $6,484 |
MSFT | 22,490 | -157 | $6,484 |
![]() |
241,344 | +8 | $6,251 |
EPD | 241,344 | +8 | $6,251 |
![]() |
130,249 | -1,553 | $6,232 |
SCHB | 130,249 | -1,553 | $6,232 |
![]() |
80,057 | UNCH | $6,200 |
WPC | 80,057 | UNCH | $6,200 |
![]() |
127,545 | -3,237 | $6,141 |
SPLG | 127,545 | -3,237 | $6,141 |
![]() |
78,814 | -6,871 | $6,008 |
VCSH | 78,814 | -6,871 | $6,008 |
![]() |
20,090 | -50 | $5,742 |
ACN | 20,090 | -50 | $5,742 |
![]() |
49,119 | +1 | $5,629 |
PAYX | 49,119 | +1 | $5,629 |
![]() |
21,710 | -100 | $5,431 |
IJH | 21,710 | -100 | $5,431 |
![]() |
49,178 | -2,155 | $4,756 |
IJR | 49,178 | -2,155 | $4,756 |
![]() |
56,282 | -43 | $4,750 |
OTIS | 56,282 | -43 | $4,750 |
![]() |
39,303 | +178 | $4,637 |
CNI | 39,303 | +178 | $4,637 |
![]() |
42,926 | -9,477 | $4,625 |
MUB | 42,926 | -9,477 | $4,625 |
![]() |
18,717 | UNCH | $4,613 |
EL | 18,717 | UNCH | $4,613 |
![]() |
22,241 | +3 | $4,315 |
UPS | 22,241 | +3 | $4,315 |
![]() |
61,984 | +316 | $4,296 |
BMY | 61,984 | +316 | $4,296 |
![]() |
132,028 | +10,916 | $4,290 |
SPIB | 132,028 | +10,916 | $4,290 |
![]() |
117,470 | +1,250 | $4,062 |
WBA | 117,470 | +1,250 | $4,062 |
![]() |
126,032 | +242 | $4,048 |
SPDW | 126,032 | +242 | $4,048 |
![]() |
44,170 | +10 | $4,000 |
ITOT | 44,170 | +10 | $4,000 |
![]() |
29,809 | -765 | $3,884 |
JPM | 29,809 | -765 | $3,884 |
![]() |
24,629 | -275 | $3,793 |
VIG | 24,629 | -275 | $3,793 |
![]() |
43,253 | -204 | $3,696 |
GIS | 43,253 | -204 | $3,696 |
![]() |
71,439 | +23,271 | $3,522 |
PULS | 71,439 | +23,271 | $3,522 |
![]() |
86,070 | -8,005 | $3,393 |
IHDG | 86,070 | -8,005 | $3,393 |
![]() |
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
![]() 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 |