Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Sheets Smith Wealth Management

Latest statistics and disclosures from Sheets Smith Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, PEP, KO, SUB, GOOG, and represent 14.19% of Sheets Smith Wealth Management's stock portfolio.
Added to shares of these 10 stocks: CPRT (+$6.8M), VCIT, PRF, OKE, LGLV, TFLO, AMZN, BIV, MBB, GOOGL.
Started 177 new stock positions in SPSM, EFAV, SPHQ, IJS, XLP, IUSG, XSVM, JIRE, HDV, SMMU.
Reduced shares in these 10 stocks: GBIL (-$8.1M), SUB, Magellan Midstream Partners, ALB, VCSH, FI, USMV, MTUM, Liberty Media Corp Delaware Com C Braves Grp, SUM.
Sold out of its positions in ALB, DXCM, DG, DORM, FDX, FI, FTNT, HUBS, ITW, Liberty Media Corp Delaware Com C Braves Grp. Life Storage Inc reit, LTHM, Magellan Midstream Partners, MPWR, Nuveen Fltng Rte Incm Opp, PLL, SHLS, SUM, Tivic Health Systems, VTR.
Sheets Smith Wealth Management was a net buyer of stock by $9.4M.
Sheets Smith Wealth Management has $657M in assets under management (AUM), dropping by -4.01%.
Central Index Key (CIK): 0001157436

Tip: Access up to 7 years of quarterly data

Positions held by Sheets Smith Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Sheets Smith Wealth Management

Sheets Smith Wealth Management holds 485 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	3.6	$24M		55k	429.43	View chart
Pepsi (PEP)	3.0	$20M		116k	169.44	View chart
Coca-Cola Company (KO)	2.8	$19M		332k	55.98	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	2.6	$17M	-16%	164k	102.86	View chart
Alphabet Cap Stk Cl C (GOOG)	2.2	$15M	+3%	111k	131.85	View chart
Copart (CPRT)	2.1	$14M	+98%	321k	43.09	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.1	$14M	+2%	271k	50.60	View chart
Visa Com Cl A (V)	2.1	$14M		59k	230.01	View chart
Exxon Mobil Corporation (XOM)	2.0	$13M		112k	117.58	View chart
Apple (AAPL)	2.0	$13M	-3%	76k	171.21	View chart
Amazon (AMZN)	1.9	$13M	+8%	100k	127.12	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	1.8	$12M	-41%	116k	100.11	View chart
Tractor Supply Company (TSCO)	1.5	$10M		50k	203.05	View chart
Iqvia Holdings (IQV)	1.5	$10M		51k	196.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$8.5M		24k	358.27	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.3	$8.3M		117k	70.76	View chart
Intuit (INTU)	1.2	$8.2M		16k	510.94	View chart
Microsoft Corporation (MSFT)	1.2	$8.0M	-3%	26k	315.75	View chart
Ecolab (ECL)	1.2	$7.9M		46k	169.40	View chart
Public Storage (PSA)	1.2	$7.6M		29k	263.52	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	1.1	$7.5M	+3%	19k	399.45	View chart
Nike CL B (NKE)	1.1	$7.5M		79k	95.62	View chart
TJX Companies (TJX)	1.1	$7.3M		82k	88.88	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.0	$6.6M	+3%	131k	50.26	View chart
Enterprise Products Partners (EPD)	1.0	$6.5M		238k	27.37	View chart
Microchip Technology (MCHP)	1.0	$6.5M		83k	78.05	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.9	$6.2M	-2%	124k	49.85	View chart
Dbx Etf Tr Xtrackers S&p (SNPE)	0.9	$6.1M		157k	39.17	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.9	$6.1M		20k	307.11	View chart
Paychex (PAYX)	0.9	$5.7M		50k	115.33	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.8	$5.5M	-15%	73k	75.15	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$5.4M		22k	249.35	View chart
First Ctzns Bancshares Inc N Cl A (FCNCA)	0.8	$5.4M	-2%	3.9k	1380.10	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.8	$5.0M	+12%	159k	31.45	View chart
Otis Worldwide Corp (OTIS)	0.7	$4.6M		57k	80.31	View chart
Wp Carey (WPC)	0.7	$4.5M	+3%	84k	54.08	View chart
CVS Caremark Corporation (CVS)	0.7	$4.5M	+10%	64k	69.82	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$4.3M	-4%	46k	94.33	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$4.3M		42k	102.54	View chart
Canadian Natl Ry (CNI)	0.6	$4.3M		39k	108.33	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$4.2M		44k	94.19	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$4.0M	+72%	53k	75.98	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.6	$4.0M	+2%	128k	31.01	View chart
W.W. Grainger (GWW)	0.6	$3.9M	+5%	5.6k	691.84	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.6	$3.8M		79k	47.89	View chart
NVIDIA Corporation (NVDA)	0.6	$3.8M		8.6k	435.01	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$3.7M	-2%	24k	155.38	View chart
Amgen (AMGN)	0.5	$3.6M		13k	268.75	View chart
Bristol Myers Squibb (BMY)	0.5	$3.5M	-2%	60k	58.04	View chart
JPMorgan Chase & Co. (JPM)	0.5	$3.5M		24k	145.02	View chart
United Parcel Service CL B (UPS)	0.5	$3.4M		22k	155.87	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.5	$3.4M	-6%	68k	49.49	View chart
Oneok (OKE)	0.5	$3.3M	+66%	52k	63.43	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.5	$3.3M		84k	38.74	View chart
Ishares Tr Mbs Etf (MBB)	0.5	$3.2M	+34%	37k	88.80	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$3.2M		15k	208.24	View chart
Walgreen Boots Alliance (WBA)	0.4	$3.0M		133k	22.24	View chart
AmerisourceBergen (COR)	0.4	$2.9M		16k	179.97	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$2.8M	+43%	39k	72.31	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$2.8M		41k	68.92	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.4	$2.8M		36k	78.14	View chart
Servicenow (NOW)	0.4	$2.8M	+6%	5.0k	558.96	View chart
General Mills (GIS)	0.4	$2.7M		42k	63.99	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$2.7M	+5%	19k	141.69	View chart
Duke Energy Corp Com New (DUK)	0.4	$2.7M		30k	88.26	View chart
Costco Wholesale Corporation (COST)	0.4	$2.6M		4.7k	565.01	View chart
Lauder Estee Cos Cl A (EL)	0.4	$2.6M	-3%	18k	144.55	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$2.6M		19k	137.93	View chart
UnitedHealth (UNH)	0.4	$2.5M		5.0k	504.20	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.4	$2.5M	-14%	49k	50.18	View chart
BlackRock (BLK)	0.4	$2.5M		3.8k	646.48	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.4	$2.4M		39k	61.86	View chart
Metropcs Communications (TMUS)	0.4	$2.4M		17k	140.05	View chart
Abbvie (ABBV)	0.4	$2.4M	-7%	16k	149.06	View chart
Merck & Co (MRK)	0.4	$2.4M		23k	102.95	View chart
CarMax (KMX)	0.4	$2.3M		33k	70.73	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$2.2M	+47%	17k	130.86	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.3	$2.2M	-2%	53k	41.70	View chart
Ishares Tr Us Tech Brkthr (TECB)	0.3	$2.1M		57k	36.55	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.3	$2.0M	+399%	64k	31.82	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$2.0M		34k	58.79	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$2.0M	+2%	58k	33.96	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.3	$2.0M	+4%	39k	50.38	View chart
Johnson & Johnson (JNJ)	0.3	$1.9M	-9%	12k	155.75	View chart
Honeywell International (HON)	0.3	$1.9M		10k	184.74	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$1.9M		9.5k	195.69	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$1.9M	-7%	4.3k	427.47	View chart
Williams-Sonoma (WSM)	0.3	$1.8M	+9%	12k	155.40	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$1.8M	-9%	10k	171.45	View chart
Gilead Sciences (GILD)	0.3	$1.7M		23k	74.94	View chart
Pfizer (PFE)	0.3	$1.7M	-2%	51k	33.17	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$1.7M		18k	94.04	View chart
Thermo Fisher Scientific (TMO)	0.3	$1.7M		3.3k	506.24	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.3	$1.7M		74k	22.42	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.3	$1.7M	+7%	86k	19.34	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$1.6M	-3%	31k	53.56	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.2	$1.6M	+3%	97k	16.81	View chart
Lowe's Companies (LOW)	0.2	$1.6M	+25%	7.6k	207.84	View chart
Waters Corporation (WAT)	0.2	$1.6M		5.7k	274.21	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$1.5M	+10%	23k	67.68	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$1.5M		15k	102.02	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$1.5M	+21%	26k	57.60	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.2	$1.5M	-6%	28k	52.49	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$1.5M	-12%	23k	63.49	View chart
Myr (MYRG)	0.2	$1.5M	+2%	11k	134.76	View chart
MasTec (MTZ)	0.2	$1.5M		20k	71.97	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.2	$1.4M	+3%	50k	27.06	View chart
Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX)	0.2	$1.3M	+6%	56k	23.88	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$1.3M		26k	51.87	View chart
Chart Industries (GTLS)	0.2	$1.3M		7.8k	169.12	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	0.2	$1.3M	NEW	9.6k	133.53	View chart
First Community Bancshares (FCBC)	0.2	$1.3M		43k	29.45	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$1.3M		22k	57.84	View chart
Stryker Corporation (SYK)	0.2	$1.3M	+54%	4.6k	273.27	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.2	$1.3M	+9%	13k	99.43	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.2	$1.2M		49k	24.91	View chart
Eli Lilly & Co. (LLY)	0.2	$1.2M		2.3k	537.01	View chart
Independence Realty Trust In (IRT)	0.2	$1.2M		87k	14.07	View chart
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)	0.2	$1.2M		69k	17.69	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$1.2M	-2%	11k	107.14	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$1.2M		29k	41.03	View chart
Chevron Corporation (CVX)	0.2	$1.2M		6.9k	168.61	View chart
CSX Corporation (CSX)	0.2	$1.1M		37k	30.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.1M	+2%	5.3k	212.42	View chart
O'reilly Automotive (ORLY)	0.2	$1.1M	-5%	1.2k	908.86	View chart
Sterling Construction Company (STRL)	0.2	$1.1M	-5%	15k	73.48	View chart
Omega Healthcare Investors (OHI)	0.2	$1.1M	-3%	33k	33.16	View chart
Saia (SAIA)	0.2	$1.1M	-10%	2.7k	398.65	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$1.1M		2.00	531477.00	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$1.1M	NEW	21k	50.74	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.1M		4.0k	265.99	View chart
Option Care Health Com New (OPCH)	0.2	$1.1M		33k	32.35	View chart
McDonald's Corporation (MCD)	0.2	$1.0M		4.0k	263.43	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$1.0M	-9%	21k	50.49	View chart
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)	0.2	$1.0M	+19%	57k	18.08	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$1.0M	+3%	25k	41.42	View chart
Spdr Ser Tr Msci Usa Strtgic (QUS)	0.2	$985k		8.2k	120.69	View chart
Coherent Corp (COHR)	0.1	$974k		30k	32.64	View chart
Southern Company (SO)	0.1	$974k	+2%	15k	64.72	View chart
Medpace Hldgs (MEDP)	0.1	$949k	+2%	3.9k	242.13	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$948k		19k	49.83	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.1	$938k	-9%	27k	35.11	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$905k		2.6k	350.30	View chart
Cisco Systems (CSCO)	0.1	$890k		17k	53.76	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$882k	-8%	25k	34.90	View chart
Union Pacific Corporation (UNP)	0.1	$880k		4.3k	203.65	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$850k		7.9k	107.64	View chart
Procter & Gamble Company (PG)	0.1	$835k		5.7k	145.86	View chart
Vanguard World Fds Energy Etf (VDE)	0.1	$833k	+5%	6.6k	126.75	View chart
Wal-Mart Stores (WMT)	0.1	$827k	+8%	5.2k	159.93	View chart
Rbc Cad (RY)	0.1	$826k		9.4k	87.44	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$808k		12k	69.40	View chart
Meta Platforms Cl A (META)	0.1	$791k	-4%	2.6k	300.21	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$777k		21k	36.59	View chart
Starbucks Corporation (SBUX)	0.1	$765k		8.4k	91.27	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$750k	+129%	9.9k	75.84	View chart
Applied Industrial Technologies (AIT)	0.1	$748k	+2%	4.8k	154.62	View chart
Colgate-Palmolive Company (CL)	0.1	$739k		10k	71.11	View chart
Advanced Energy Industries (AEIS)	0.1	$734k	+2%	7.1k	103.12	View chart
Ban (TBBK)	0.1	$718k	-5%	21k	34.50	View chart
Euronet Worldwide (EEFT)	0.1	$709k	+4%	8.9k	79.38	View chart
Laboratory Corp Amer Hldgs Com New (LH)	0.1	$708k		3.5k	201.05	View chart
Ishares Tr Glb Cnsm Stp Etf (KXI)	0.1	$707k		12k	57.06	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.1	$702k	-2%	13k	55.97	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$701k		9.0k	77.95	View chart
Arch Cap Group Ord (ACGL)	0.1	$686k	-6%	8.6k	79.71	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$684k		20k	34.99	View chart
Spdr Ser Tr S&p Kensho New (KOMP)	0.1	$679k		17k	39.61	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$678k	+8%	7.3k	92.37	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$674k	+23%	20k	34.07	View chart
Encore Capital (ECPG)	0.1	$671k	+2%	14k	47.76	View chart
Xcel Energy (XEL)	0.1	$654k		11k	57.22	View chart
Truist Financial Corp equities (TFC)	0.1	$651k	-6%	23k	28.61	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$637k		13k	49.17	View chart
Goosehead Ins Com Cl A (GSHD)	0.1	$626k	-6%	8.4k	74.53	View chart
Vanguard World Fds Consum Stp Etf (VDC)	0.1	$624k		3.4k	182.67	View chart
Atlanta Braves Hldgs Com Ser C (BATRK)	0.1	$623k	NEW	17k	35.73	View chart
Ssga Active Tr Spdr Blackstone (HYBL)	0.1	$619k	+19%	22k	27.57	View chart
Ishares Tr Bb Rat Corp Bd (HYBB)	0.1	$609k	+7%	14k	43.77	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.1	$600k		14k	44.10	View chart
Addus Homecare Corp (ADUS)	0.1	$587k	+2%	6.9k	85.19	View chart
Northern Technologies International (NTIC)	0.1	$581k	+2%	43k	13.37	View chart
Healthequity (HQY)	0.1	$579k	+2%	7.9k	73.05	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$578k		12k	46.93	View chart
Schlumberger Com Stk (SLB)	0.1	$574k	+23%	9.8k	58.30	View chart
Skyworks Solutions (SWKS)	0.1	$573k		5.8k	98.59	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$572k	-2%	2.8k	200.64	View chart
Diamondback Energy (FANG)	0.1	$570k	-6%	3.7k	154.88	View chart
Crown Castle Intl (CCI)	0.1	$568k	NEW	6.2k	92.03	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$559k		21k	26.91	View chart
Neogen Corporation (NEOG)	0.1	$557k	+2%	30k	18.54	View chart
Cavco Industries (CVCO)	0.1	$555k	+2%	2.1k	265.66	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$549k	+2%	1.6k	334.95	View chart
Walt Disney Company (DIS)	0.1	$532k		6.6k	81.05	View chart
Championx Corp (CHX)	0.1	$530k	+23%	15k	35.62	View chart
Ensign (ENSG)	0.1	$522k	+2%	5.6k	92.94	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$519k	NEW	3.1k	167.38	View chart
Verizon Communications (VZ)	0.1	$517k	-14%	16k	32.41	View chart
SPS Commerce (SPSC)	0.1	$509k	-6%	3.0k	170.61	View chart
AutoZone (AZO)	0.1	$506k		199.00	2539.99	View chart
Ollies Bargain Outlt Hldgs I (OLLI)	0.1	$499k	+2%	6.5k	77.18	View chart
Halliburton Company (HAL)	0.1	$494k		12k	40.50	View chart
Tapestry (TPR)	0.1	$487k		17k	28.75	View chart
Wells Fargo & Company (WFC)	0.1	$487k		12k	40.86	View chart
Performance Food (PFGC)	0.1	$483k	-5%	8.2k	58.86	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$471k	-2%	5.5k	86.31	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$463k		10k	46.23	View chart
Immunitybio (IBRX)	0.1	$463k		274k	1.69	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$456k		3.0k	151.87	View chart
Cyberark Software SHS (CYBR)	0.1	$455k	+2%	2.8k	163.77	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$455k	+13%	3.5k	128.73	View chart
Spdr Index Shs Fds Asia Pacif Etf (GMF)	0.1	$450k	-33%	4.6k	97.24	View chart
Philip Morris International (PM)	0.1	$448k		4.8k	92.58	View chart
Cardinal Health (CAH)	0.1	$442k	-18%	5.1k	86.82	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$441k		21k	21.26	View chart
Greenbrier Companies (GBX)	0.1	$435k	+2%	11k	40.00	View chart
Norfolk Southern (NSC)	0.1	$433k		2.2k	196.93	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$429k	+16%	15k	29.32	View chart
RBC Bearings Incorporated (RBC)	0.1	$426k	NEW	1.8k	234.13	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$426k		16k	26.42	View chart
Kinsale Cap Group (KNSL)	0.1	$423k	-6%	1.0k	414.13	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.1	$421k		24k	17.32	View chart
Charles Schwab Corporation (SCHW)	0.1	$417k		7.6k	54.90	View chart
salesforce (CRM)	0.1	$416k	NEW	2.1k	202.78	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$414k	+7%	5.7k	72.37	View chart
Southern First Bancshares (SFST)	0.1	$411k	+2%	15k	26.94	View chart
Aar (AIR)	0.1	$408k	+2%	6.9k	59.53	View chart
Tesla Motors (TSLA)	0.1	$406k		1.6k	250.22	View chart
Valaris Cl A (VAL)	0.1	$399k	-6%	5.3k	74.98	View chart
Advansix (ASIX)	0.1	$399k	+2%	13k	31.08	View chart
Iron Mountain (IRM)	0.1	$399k	-2%	6.7k	59.45	View chart
Shockwave Med (SWAV)	0.1	$398k		2.0k	199.10	View chart
ConocoPhillips (COP)	0.1	$395k		3.3k	119.82	View chart
South State Corporation (SSB)	0.1	$395k	+3%	5.9k	67.36	View chart
Bank of America Corporation (BAC)	0.1	$395k		14k	27.38	View chart
Paypal Holdings (PYPL)	0.1	$393k		6.7k	58.46	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$392k		5.6k	69.78	View chart
Raytheon Technologies Corp (RTX)	0.1	$385k		5.3k	71.97	View chart
Gentex Corporation (GNTX)	0.1	$385k	NEW	12k	32.54	View chart
Pinnacle Financial Partners (PNFP)	0.1	$382k	+2%	5.7k	67.05	View chart
Kadant (KAI)	0.1	$381k	+2%	1.7k	225.55	View chart
Eagle Materials (EXP)	0.1	$379k	NEW	2.3k	166.52	View chart
Kinder Morgan (KMI)	0.1	$377k		23k	16.58	View chart
Mayville Engineering (MEC)	0.1	$375k	+2%	34k	10.97	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$374k		11k	33.57	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$370k		450.00	822.96	View chart
Home Depot (HD)	0.1	$370k	+5%	1.2k	302.25	View chart
ExlService Holdings (EXLS)	0.1	$370k	+414%	13k	28.04	View chart
FleetCor Technologies (FLT)	0.1	$365k		1.4k	255.34	View chart
Us Bancorp Del Com New (USB)	0.1	$364k	-10%	11k	33.06	View chart
Onespaworld Holdings Ltd onespaworld hold (OSW)	0.1	$360k	+2%	32k	11.22	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$359k	+6%	15k	23.94	View chart
Dbx Etf Tr Xtrackers S&p Md (MIDE)	0.1	$353k	NEW	14k	25.08	View chart
Abbott Laboratories (ABT)	0.1	$352k		3.6k	96.85	View chart
Lockheed Martin Corporation (LMT)	0.1	$345k		844.00	409.14	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$345k	-8%	3.4k	100.14	View chart
Cadence Bank (CADE)	0.1	$345k	+3%	16k	21.22	View chart
Enbridge (ENB)	0.1	$342k		10k	33.54	View chart
Workday Cl A (WDAY)	0.1	$340k	NEW	1.6k	214.85	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$336k	+26%	4.7k	71.62	View chart
Ambarella SHS (AMBA)	0.1	$335k	+2%	6.3k	53.03	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.1	$333k	+401%	10k	32.99	View chart
Dominion Resources (D)	0.1	$331k		7.4k	44.67	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.0	$328k		5.5k	59.42	View chart
Renasant (RNST)	0.0	$324k	+3%	12k	26.19	View chart
Medtronic SHS (MDT)	0.0	$318k	+21%	4.1k	78.36	View chart
T. Rowe Price (TROW)	0.0	$317k		3.0k	104.87	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.0	$317k		6.7k	47.24	View chart
Snowflake Cl A (SNOW)	0.0	$315k		2.1k	152.77	View chart
Stellar Bancorp Ord (STEL)	0.0	$313k	+2%	15k	21.32	View chart
Dycom Industries (DY)	0.0	$313k		3.5k	89.00	View chart
Wisdomtree Tr Jpn Scap Hdg Eqt (DXJS)	0.0	$307k	NEW	11k	28.72	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	0.0	$303k		9.9k	30.72	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$293k		3.9k	74.61	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$288k	+6%	3.8k	75.66	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$286k	-10%	1.6k	176.71	View chart
Calamos Conv & High Income F Com Shs (CHY)	0.0	$282k		25k	11.16	View chart
Bce Com New (BCE)	0.0	$281k		7.3k	38.20	View chart
Old Republic International Corporation (ORI)	0.0	$280k		10k	26.94	View chart
Exchange Traded Concepts Tr India Internet & (INQQ)	0.0	$274k	NEW	22k	12.57	View chart
Invesco Actively Managed Etf Var Rate Invt (VRIG)	0.0	$272k		11k	24.94	View chart
Zoetis Cl A (ZTS)	0.0	$271k	+3%	1.6k	174.02	View chart
Nextera Energy (NEE)	0.0	$269k	+6%	4.7k	57.29	View chart
New Jersey Resources Corporation (NJR)	0.0	$256k		6.3k	40.63	View chart
American Tower Reit (AMT)	0.0	$254k		1.5k	164.45	View chart
Novartis Sponsored Adr (NVS)	0.0	$250k		2.5k	101.86	View chart
Kenvue (KVUE)	0.0	$247k	NEW	12k	20.08	View chart
Nuveen Floating Rate Income Fund (JFR)	0.0	$246k	+89%	30k	8.21	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$243k		5.0k	48.65	View chart
Applied Materials (AMAT)	0.0	$241k		1.7k	138.45	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$239k		4.8k	49.53	View chart
PROS Holdings (PRO)	0.0	$234k	-4%	6.8k	34.62	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$228k		2.5k	91.35	View chart
Broadcom (AVGO)	0.0	$226k		272.00	831.13	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$225k		3.5k	64.34	View chart
WESCO International (WCC)	0.0	$223k	+2%	1.5k	143.82	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$220k		3.6k	61.49	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$219k		9.7k	22.52	View chart
Eaton Corp SHS (ETN)	0.0	$218k		1.0k	213.28	View chart
Franco-Nevada Corporation (FNV)	0.0	$218k		1.6k	133.49	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.0	$218k		3.9k	55.78	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.0	$216k	+2%	9.1k	23.82	View chart
Spdr Ser Tr Russell Yield (ONEY)	0.0	$215k		2.4k	91.42	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$215k		4.3k	49.83	View chart
Calumet Specialty Prods Part Ut Ltd Partner (CLMT)	0.0	$210k	+3%	11k	19.10	View chart
Carrier Global Corporation (CARR)	0.0	$209k	NEW	3.8k	55.21	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.0	$209k	NEW	4.0k	52.16	View chart
Intel Corporation (INTC)	0.0	$203k	NEW	5.7k	35.55	View chart
Texas Instruments Incorporated (TXN)	0.0	$202k		1.3k	159.02	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$201k		4.0k	50.45	View chart
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB)	0.0	$199k		10k	19.92	View chart
Nlight (LASR)	0.0	$187k	+2%	18k	10.40	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$183k		17k	10.95	View chart
Diamond Offshore Drilli (DO)	0.0	$180k	NEW	12k	14.68	View chart
PIMCO Corporate Income Fund (PCN)	0.0	$167k		14k	12.17	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	0.0	$162k	NEW	4.1k	39.76	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.0	$157k	NEW	5.7k	27.58	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$157k	NEW	2.8k	55.16	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.0	$153k	NEW	1.7k	90.38	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$149k	NEW	2.5k	59.99	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$149k	NEW	3.2k	47.01	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.0	$148k	NEW	7.2k	20.67	View chart
Goldman Sachs Bdc SHS (GSBD)	0.0	$147k		10k	14.56	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$144k	NEW	5.5k	26.20	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$144k	NEW	879.00	164.00	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.0	$142k	NEW	3.0k	47.99	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.0	$141k	NEW	3.4k	41.93	View chart
Dbx Etf Tr Xtrackers S&p Sm (SMLE)	0.0	$141k	NEW	6.1k	23.03	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$139k	NEW	2.4k	58.93	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.0	$130k	NEW	5.0k	26.08	View chart
Vanguard World Fds Financials Etf (VFH)	0.0	$130k	NEW	1.6k	80.32	View chart
Ishares Tr Esg Advncd Hy Bd (HYXF)	0.0	$129k	NEW	3.0k	43.19	View chart
Brandywine Rlty Tr Sh Ben Int New (BDN)	0.0	$128k	+4%	28k	4.54	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.0	$124k	NEW	4.5k	27.53	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$122k	NEW	5.6k	22.04	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$121k	NEW	1.4k	89.22	View chart
Pacer Fds Tr Data And Infrast (SRVR)	0.0	$118k	NEW	4.6k	25.89	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$115k	NEW	6.1k	18.79	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$113k	NEW	1.6k	72.73	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$112k	NEW	2.4k	47.59	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$111k	NEW	2.5k	44.23	View chart
Ishares Tr Msci Ireland Etf (EIRL)	0.0	$108k	NEW	2.0k	54.03	View chart
Flexshares Tr Stox Us Esg Slct (ESG)	0.0	$105k	NEW	1.0k	105.38	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$103k	NEW	2.5k	40.96	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$101k	NEW	824.00	122.34	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.0	$99k	NEW	2.0k	48.95	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$98k	NEW	2.0k	49.07	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.0	$98k	NEW	4.0k	24.48	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$98k	NEW	415.00	234.91	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$97k	NEW	3.2k	30.38	View chart
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)	0.0	$95k	NEW	2.0k	48.49	View chart
Nano Dimension Sponsord Ads New (NNDM)	0.0	$95k		35k	2.72	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$93k	NEW	3.9k	23.77	View chart
Ishares Tr Usd Grn Bond Etf (BGRN)	0.0	$92k	NEW	2.0k	45.13	<