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Sheets Smith Wealth Management

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

Top 5 stock holdings are VOO, IVV, GOOG, KO, AVTM, and represent 18.10% of Sheets Smith Wealth Management's stock portfolio.
Added to shares of these 10 stocks: XOM (+$8.5M), BRK.B, OKE, SOLS, RSP, AVUV, PULS, PAVE, HON, AVEM.
Started 12 new stock positions in GRID, OKE, CRM, XOM, CGSM, FRDM, CSRE, HONA, HON, TMNS. PB, TLH.
Reduced shares in these 10 stocks: , VOO, GOOG, DORM, Oneok, QQQ, AAPL, SUB, IVV, JPM.
Sold out of its positions in AGI, AXP, BANC, BTI, BLDR, CVS, CARR, GTLS, ROAD, DBEF.
Sheets Smith Wealth Management was a net seller of stock by $-36M.
Sheets Smith Wealth Management has $958M in assets under management (AUM), dropping by -4.27%.
Central Index Key (CIK): 0001157436

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Portfolio Holdings for Sheets Smith Wealth Management

Sheets Smith Wealth Management holds 386 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.0	$47M	-6%	68k	700.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.4	$42M	-3%	55k	765.84	View chart
Alphabet Cap Stk Cl C (GOOG)	3.1	$30M	-6%	88k	340.74	View chart
Coca-Cola Company (KO)	2.9	$27M		318k	86.08	View chart
American Centy Etf Tr Avan Tota Eq Etf (AVTM)	2.8	$27M		485k	54.73	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.3	$22M	+2%	739k	30.00	View chart
Amazon (AMZN)	2.2	$21M		83k	249.15	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$19M	-9%	25k	739.77	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.7	$16M		178k	89.76	View chart
Eli Lilly & Co. (LLY)	1.7	$16M	-3%	14k	1157.12	View chart
Apple (AAPL)	1.6	$16M	-9%	47k	333.02	View chart
Visa Com Cl A (V)	1.6	$16M	-6%	43k	359.33	View chart
NVIDIA Corporation (NVDA)	1.6	$15M	-2%	67k	228.38	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.1	$11M	+9%	221k	49.46	View chart
Iqvia Holdings (IQV)	1.1	$10M		38k	268.85	View chart
Ecolab (ECL)	1.0	$9.6M	-3%	35k	274.58	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	1.0	$9.5M		295k	32.28	View chart
Ishares Tr Core Div Grwth (DGRO)	0.9	$9.0M		120k	75.39	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.9	$8.7M		143k	61.26	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$8.6M	+4%	119k	71.95	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.9	$8.5M	NEW	53k	162.75	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.9	$8.3M		283k	29.31	View chart
TJX Companies (TJX)	0.8	$7.9M	-13%	59k	132.31	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.8	$7.8M		241k	32.53	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.8	$7.7M	+7%	84k	92.05	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.8	$7.2M		144k	50.21	View chart
Palo Alto Networks (PANW)	0.7	$7.2M	-9%	18k	397.31	View chart
Public Storage (PSA)	0.7	$7.2M	-4%	25k	282.84	View chart
Microsoft Corporation (MSFT)	0.7	$6.9M	-10%	14k	512.89	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$6.8M		41k	166.28	View chart
Amgen (AMGN)	0.7	$6.6M	-8%	16k	421.50	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.7	$6.6M		3.2k	2060.20	View chart
Enterprise Products Partners (EPD)	0.7	$6.6M	-7%	185k	35.61	View chart
JPMorgan Chase & Co. (JPM)	0.7	$6.5M	-16%	20k	330.83	View chart
Simon Property (SPG)	0.7	$6.4M	-4%	32k	200.76	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.7	$6.4M	-7%	12k	546.17	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.7	$6.3M	-20%	61k	104.54	View chart
Tractor Supply Company (TSCO)	0.6	$6.1M		194k	31.29	View chart
Ishares Tr S&p 100 Etf (OEF)	0.6	$5.9M		16k	382.08	View chart
Coherent Corp (COHR)	0.6	$5.9M	-2%	20k	287.81	View chart
Pepsi (PEP)	0.6	$5.8M	-3%	46k	126.72	View chart
W.W. Grainger (GWW)	0.6	$5.8M	-10%	4.7k	1245.76	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$5.7M	+26%	28k	208.02	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$5.5M		24k	233.31	View chart
Copart (CPRT)	0.6	$5.4M		199k	27.28	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.5	$5.2M	+6%	66k	78.42	View chart
Wp Carey (WPC)	0.5	$5.1M	-5%	78k	64.63	View chart
Immunitybio (IBRX)	0.5	$4.8M		513k	9.44	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$4.8M	+11%	176k	27.47	View chart
Advanced Micro Devices (AMD)	0.5	$4.8M	-6%	7.8k	611.76	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.5	$4.7M	+3%	117k	39.90	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$4.6M	-13%	13k	344.07	View chart
Uber Technologies (UBER)	0.5	$4.5M	-8%	65k	68.51	View chart
Ishares Tr Expanded Tech (IGV)	0.5	$4.4M	-8%	41k	106.48	View chart
AmerisourceBergen (COR)	0.5	$4.3M		14k	300.25	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.4	$4.3M	+16%	91k	47.25	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$4.3M		41k	103.89	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.4	$4.0M		19k	216.08	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$4.0M		11k	380.84	View chart
Costco Wholesale Corporation (COST)	0.4	$4.0M	-3%	4.4k	910.30	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.4	$3.9M		11k	351.85	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$3.9M	-24%	28k	136.04	View chart
MasTec (MTZ)	0.4	$3.8M	+2%	18k	213.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$3.8M	+209%	7.7k	497.95	View chart
Lowe's Companies (LOW)	0.4	$3.8M	-8%	21k	184.29	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.4	$3.7M	-11%	22k	169.04	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.4	$3.6M	-2%	78k	45.93	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.4	$3.4M		36k	95.04	View chart
Canadian Natl Ry (CNI)	0.4	$3.4M		29k	118.90	View chart
Intuit (INTU)	0.3	$3.3M		12k	275.71	View chart
F.N.B. Corporation (FNB)	0.3	$3.3M		191k	17.21	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$3.2M	+3%	41k	78.31	View chart
Abbvie (ABBV)	0.3	$3.2M	-18%	12k	261.58	View chart
Dbx Etf Tr Xtrackrs S&p 500 (SNPE)	0.3	$3.1M	-2%	44k	69.93	View chart
Duke Energy Corp Com New (DUK)	0.3	$3.0M	-4%	27k	114.01	View chart
Vanguard World Health Car Etf (VHT)	0.3	$3.0M	+2%	9.5k	316.08	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$3.0M	+2%	59k	50.37	View chart
Johnson & Johnson (JNJ)	0.3	$2.9M		11k	264.73	View chart
Thermo Fisher Scientific (TMO)	0.3	$2.9M	-16%	4.4k	675.02	View chart
Vanguard World Industrial Etf (VIS)	0.3	$2.9M	-6%	9.2k	320.51	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.3	$2.9M		7.7k	374.26	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$2.9M		3.8k	762.67	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$2.9M	+53%	24k	117.77	View chart
Ishares Tr Us Tech Brkthr (TECB)	0.3	$2.8M	-6%	35k	78.93	View chart
Servicenow (NOW)	0.3	$2.6M	-9%	19k	134.01	View chart
Blackrock (BLK)	0.3	$2.5M	-31%	2.3k	1058.29	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.3	$2.5M		55k	44.89	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.3	$2.5M	+96%	44k	56.32	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.3	$2.4M		45k	54.43	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$2.4M		71k	34.02	View chart
Merck & Co (MRK)	0.3	$2.4M	-22%	17k	145.31	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$2.4M		39k	60.73	View chart
Metropcs Communications (TMUS)	0.2	$2.3M		14k	163.08	View chart
Marvell Technology (MRVL)	0.2	$2.3M		8.6k	264.21	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.2	$2.2M		114k	19.75	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$2.2M	+4%	11k	207.17	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$2.2M		22k	99.08	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.2	$2.2M		56k	39.56	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$2.2M	+4%	91k	23.86	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$2.1M	+17%	22k	96.88	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$2.1M		68k	31.47	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$2.1M		14k	148.22	View chart
RBC Bearings Incorporated (RBC)	0.2	$2.0M	-7%	4.1k	499.23	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.2	$2.0M		40k	50.40	View chart
Tapestry (TPR)	0.2	$1.9M		17k	115.04	View chart
Morgan Stanley Etf Trust Para Hedg Eq Etf (PHEQ)	0.2	$1.9M		55k	35.40	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$1.9M	-9%	34k	56.22	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.2	$1.9M	+45%	57k	33.90	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.9M		15k	125.26	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$1.9M	+13%	36k	51.23	View chart
Medpace Hldgs (MEDP)	0.2	$1.8M		3.0k	624.18	View chart
Applied Industrial Technologies (AIT)	0.2	$1.8M		5.5k	332.32	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$1.8M	+7%	23k	77.25	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.2	$1.8M		80k	22.59	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.2	$1.8M	+19%	35k	51.29	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$1.7M	-3%	16k	112.09	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.2	$1.7M		32k	51.90	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$1.7M		19k	89.62	View chart
Analog Devices (ADI)	0.2	$1.6M	-2%	4.1k	396.67	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.6M		2.9k	551.56	View chart
Williams-Sonoma (WSM)	0.2	$1.6M		7.0k	227.94	View chart
Micron Technology (MU)	0.2	$1.6M		1.5k	1064.76	View chart
Myr (MYRG)	0.2	$1.6M		5.4k	292.46	View chart
Netflix (NFLX)	0.2	$1.6M	+45%	23k	69.58	View chart
CSX Corporation (CSX)	0.2	$1.6M		34k	46.51	View chart
Oneok (OKE)	0.2	$1.6M	NEW	18k	85.27	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.2	$1.6M		37k	41.71	View chart
Ssga Active Tr Sst Bridgewater (ALLW)	0.2	$1.5M		54k	28.57	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$1.5M		47k	32.63	View chart
Ge Vernova (GEV)	0.2	$1.5M		1.6k	950.49	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$1.5M		22k	70.51	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.2	$1.5M	+6%	18k	87.02	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.2	$1.5M	+14%	28k	53.17	View chart
Wal-Mart Stores (WMT)	0.2	$1.5M	-16%	14k	103.92	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.2	$1.5M	+8%	26k	57.31	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.2	$1.5M	-4%	84k	17.52	View chart
Advanced Energy Industries (AEIS)	0.2	$1.5M		5.2k	281.84	View chart
Howmet Aerospace (HWM)	0.2	$1.5M		6.4k	226.18	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$1.4M		3.1k	456.19	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.4M		14k	97.74	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.4M	-45%	7.5k	187.05	View chart
Coeur Mng Com New (CDE)	0.1	$1.4M		80k	17.60	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.1	$1.4M		40k	34.46	View chart
Cisco Systems (CSCO)	0.1	$1.4M		13k	107.63	View chart
Paychex (PAYX)	0.1	$1.3M		14k	98.50	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$1.3M	+8%	27k	49.22	View chart
Stonex Group (SNEX)	0.1	$1.3M	+50%	21k	64.64	View chart
UnitedHealth (UNH)	0.1	$1.3M	-26%	3.7k	367.08	View chart
Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX)	0.1	$1.3M		58k	23.18	View chart
Chevron Corporation (CVX)	0.1	$1.3M	-3%	6.5k	204.21	View chart
O'reilly Automotive (ORLY)	0.1	$1.3M	+115%	15k	85.41	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$1.2M		13k	97.24	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.2M		15k	82.97	View chart
Gra (GGG)	0.1	$1.2M	-4%	16k	76.84	View chart
Bloom Energy Corp Com Cl A (BE)	0.1	$1.2M		4.4k	276.98	View chart
Cavco Industries (CVCO)	0.1	$1.2M		2.2k	560.26	View chart
Ge Aerospace Com New (GE)	0.1	$1.2M		3.9k	312.30	View chart
Broadcom (AVGO)	0.1	$1.2M	-11%	3.5k	351.17	View chart
Home Depot (HD)	0.1	$1.2M		4.3k	284.49	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$1.2M	-2%	15k	84.08	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$1.2M	+7%	15k	82.18	View chart
Grail (GRAL)	0.1	$1.2M		8.5k	140.12	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$1.2M	+10%	23k	51.12	View chart
Spdr Series Trust St Str Msci Usaq (QUS)	0.1	$1.2M		6.2k	190.12	View chart
Nike CL B (NKE)	0.1	$1.2M	-2%	33k	35.40	View chart
Southern First Bancshares (SFST)	0.1	$1.2M		20k	59.26	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.1	$1.1M	-12%	14k	80.59	View chart
Pan American Silver Corp Can (PAAS)	0.1	$1.1M		25k	45.51	View chart
Independence Realty Trust In (IRT)	0.1	$1.1M		78k	14.53	View chart
Technipfmc (FTI)	0.1	$1.1M		17k	67.92	View chart
Exchange Listed Fds Tr Saba Opportunist (CEFS)	0.1	$1.1M		46k	24.52	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.1M	-4%	12k	94.54	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.1M		6.0k	185.66	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.1	$1.1M		13k	85.63	View chart
Addus Homecare Corp (ADUS)	0.1	$1.1M		10k	110.54	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.1M	-27%	6.0k	183.37	View chart
Otis Worldwide Corp (OTIS)	0.1	$1.1M	-34%	17k	64.32	View chart
Atlanta Braves Hldgs Com Ser C (BATRK)	0.1	$1.1M		21k	52.94	View chart
Gilead Sciences (GILD)	0.1	$1.1M		7.2k	149.05	View chart
Carpenter Technology Corporation (CRS)	0.1	$1.1M		2.8k	388.82	View chart
Stryker Corporation (SYK)	0.1	$1.1M	-13%	3.9k	275.39	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$1.1M		6.8k	158.75	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$1.1M	+313%	20k	52.50	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.0M		6.9k	152.06	View chart
Firstcash Holdings (FCFS)	0.1	$1.0M		4.8k	211.23	View chart
Aris Mng Corp (ARIS)	0.1	$1.0M		58k	17.47	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$1.0M	-2%	14k	72.86	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$991k	+4%	36k	27.81	View chart
Spdr Series Trust St Str Nyse Tech (XNTK)	0.1	$973k	-8%	2.5k	382.14	View chart
Barclays Adr (BCS)	0.1	$956k		39k	24.27	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$952k	+297%	10k	94.02	View chart
Citigroup Com New (C)	0.1	$951k		7.3k	129.48	View chart
Ssga Active Tr St Str Black Etf (HYBL)	0.1	$947k	+2%	34k	27.57	View chart
Dycom Industries (DY)	0.1	$946k		3.5k	269.08	View chart
Pgim Etf Tr Floating Rt Inc (PFRL)	0.1	$936k		19k	49.51	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$936k	+32%	15k	61.58	View chart
Spdr Series Trust St Str Bl 12 Etf (BILS)	0.1	$932k		9.4k	99.34	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$929k	-5%	1.2k	758.29	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$919k	-11%	18k	50.39	View chart
Viavi Solutions Inc equities (VIAV)	0.1	$913k		22k	41.92	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$912k		11k	84.96	View chart
Vanguard World Mrngstr Cap Etf (MGC)	0.1	$903k		3.2k	282.31	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	0.1	$897k		22k	41.02	View chart
Saia (SAIA)	0.1	$897k		2.7k	333.74	View chart
Applied Materials (AMAT)	0.1	$885k		1.7k	511.26	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$875k	+65%	5.8k	151.58	View chart
Ss&c Technologies Holding (SSNC)	0.1	$867k		11k	77.07	View chart
Renasant (RNST)	0.1	$858k		22k	38.88	View chart
Option Care Health Com New (OPCH)	0.1	$857k	+26%	38k	22.49	View chart
Cardinal Health (CAH)	0.1	$847k		3.8k	222.50	View chart
Dfa Invt Dimensions Group In U.s. Mic Cap Shs (DFMC)	0.1	$845k		15k	57.17	View chart
Truist Financial Corp equities (TFC)	0.1	$841k		18k	46.30	View chart
Tesla Motors (TSLA)	0.1	$832k		2.3k	354.81	View chart
Casella Waste Sys Cl A (CWST)	0.1	$824k		10k	80.35	View chart
Markel Corporation (MKL)	0.1	$819k		478.00	1712.45	View chart
Allegheny Technologies Incorporated (ATI)	0.1	$818k		4.3k	189.40	View chart
Camden National Corporation (CAC)	0.1	$814k		15k	55.34	View chart
Onespaworld Holdings Ltd onespaworld hold (OSW)	0.1	$810k		36k	22.49	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$809k		1.6k	508.56	View chart
Oil-Dri Corporation of America (ODC)	0.1	$808k		8.9k	90.59	View chart
Harbor Etf Trust Comm All Wea Etf (HGER)	0.1	$804k	-12%	23k	35.26	View chart
Southern Company (SO)	0.1	$792k	-20%	9.6k	82.89	View chart
American Public Education (APEI)	0.1	$790k		19k	42.18	View chart
Aar (AIR)	0.1	$778k		7.7k	101.47	View chart
Ero Copper Corp (ERO)	0.1	$766k		21k	36.87	View chart
Xometry Class A Com (XMTR)	0.1	$765k		7.4k	102.85	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$759k	+13%	11k	68.50	View chart
Pinnacle Finl Partners (PNFP)	0.1	$755k		8.1k	93.61	View chart
Honeywell International (HON)	0.1	$755k	NEW	3.6k	210.95	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.1	$750k	-23%	14k	53.28	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$747k	-50%	1.00	747005.00	View chart
Spdr Series Trust St Str R1k Lowv (LGLV)	0.1	$745k		4.3k	174.31	View chart
Procter & Gamble Company (PG)	0.1	$734k	-4%	5.1k	145.27	View chart
Healthequity (HQY)	0.1	$734k		8.3k	88.46	View chart
Fortinet (FTNT)	0.1	$721k		4.0k	178.76	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$712k	+244%	4.9k	146.75	View chart
Timken Company (TKR)	0.1	$710k		6.1k	116.75	View chart
Viatris (VTRS)	0.1	$709k	+24%	40k	17.72	View chart
Wells Fargo & Company (WFC)	0.1	$703k		8.8k	80.05	View chart
Medtronic SHS (MDT)	0.1	$700k	+64%	8.1k	86.29	View chart
Union Pacific Corporation (UNP)	0.1	$699k	-41%	2.6k	272.11	View chart
Vanguard World Energy Etf (VDE)	0.1	$696k	-29%	4.0k	172.14	View chart
Madison Square Grdn Sprt Cor Cl A (MSGS)	0.1	$692k		1.7k	405.21	View chart
Corning Incorporated (GLW)	0.1	$688k		4.5k	153.76	View chart
Fidelity Covington Trust Enhanced Sml Cap (FESM)	0.1	$687k	+185%	15k	44.95	View chart
Norfolk Southern (NSC)	0.1	$680k		2.2k	309.00	View chart
Franklin Master Inter Income Sh Ben Int (PIM)	0.1	$677k		224k	3.02	View chart
Southstate Bk Corp (SSB)	0.1	$661k		6.6k	99.56	View chart
Iron Mountain (IRM)	0.1	$660k		6.0k	110.95	View chart
Ollies Bargain Outlt Hldgs I (OLLI)	0.1	$659k		7.7k	85.65	View chart
Enbridge (ENB)	0.1	$656k		14k	46.49	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$653k		9.3k	70.15	View chart
Colgate-Palmolive Company (CL)	0.1	$653k	-28%	7.6k	85.32	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$649k	-14%	8.3k	78.10	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$645k	+3%	16k	40.99	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$637k	NEW	3.6k	177.11	View chart
Waters Corporation (WAT)	0.1	$629k		1.4k	439.39	View chart
Bank of America Corporation (BAC)	0.1	$627k	-7%	12k	54.43	View chart
McDonald's Corporation (MCD)	0.1	$624k	-20%	2.7k	230.97	View chart
Cameco Corporation (CCJ)	0.1	$621k		7.2k	86.67	View chart
Okta Cl A (OKTA)	0.1	$615k	-33%	2.9k	209.11	View chart
Nextera Energy (NEE)	0.1	$596k		7.9k	75.74	View chart
Ul Solutions Class A Com Shs (ULS)	0.1	$593k	+27%	9.0k	65.62	View chart
Meta Financial (CASH)	0.1	$582k		8.2k	71.14	View chart
Prosperity Bancshares (PB)	0.1	$578k	NEW	8.7k	66.21	View chart
Kadant (KAI)	0.1	$576k	-6%	2.2k	261.56	View chart
Mayville Engineering (MEC)	0.1	$569k		38k	15.00	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$567k	-4%	4.5k	125.68	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.1	$566k	NEW	8.1k	69.96	View chart
WESCO International (WCC)	0.1	$563k		1.6k	359.65	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$551k		5.4k	102.18	View chart
Rbc Cad (RY)	0.1	$550k	-3%	2.8k	196.59	View chart
Spdr Series Trust St Str Tips Etf (SPIP)	0.1	$548k		23k	24.37	View chart
Royal Gold (RGLD)	0.1	$547k		2.3k	236.00	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$547k	-16%	5.4k	101.10	View chart
Goldman Sachs (GS)	0.1	$545k		605.00	900.36	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$535k		15k	36.45	View chart
Palomar Hldgs (PLMR)	0.1	$534k		4.3k	123.29	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$533k	-54%	6.1k	87.80	View chart
Century Aluminum Company (CENX)	0.1	$525k		15k	35.98	View chart
ExlService Holdings (EXLS)	0.1	$525k		15k	34.38	View chart
Eaton Corp SHS (ETN)	0.1	$520k		1.2k	429.71	View chart
Labcorp Holdings Com Shs (LH)	0.1	$514k		1.7k	308.15	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$498k	+12%	8.9k	55.83	View chart
Qxo Com New (QXO)	0.1	$498k		43k	11.69	View chart
Citizens Financial (CFG)	0.1	$497k		7.8k	63.76	View chart
Samsara Com Cl A (IOT)	0.1	$496k	+99%	13k	38.13	View chart
Dbx Etf Tr Xtrack Msci Japn (DBJP)	0.1	$494k	-10%	4.2k	116.60	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$492k		12k	41.25	View chart
Honeywell Aerospace (HONA)	0.1	$487k	NEW	3.1k	154.97	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.1	$483k	-41%	11k	45.63	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$480k	-3%	4.0k	119.83	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.0	$479k		7.6k	62.97	View chart
Viking Holdings Ord Shs (VIK)	0.0	$475k		6.1k	78.33	View chart
Eastern Bankshares (EBC)	0.0	$474k		23k	20.93	View chart
Ssga Active Tr State Street Us (SPIN)	0.0	$468k	+22%	14k	33.48	View chart
Primoris Services (PRIM)	0.0	$465k		6.2k	74.53	View chart
Eagle Materials (EXP)	0.0	$465k	-29%	2.7k	171.00	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$459k		1.5k	304.64	View chart
Lockheed Martin Corporation (LMT)	0.0	$450k		883.00	509.21	View chart
Affiliated Managers (AMG)	0.0	$449k		1.2k	365.61	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.0	$442k	-17%	15k	29.59	View chart
Starbucks Corporation (SBUX)	0.0	$440k	-11%	4.7k	93.95	View chart
Gorman-Rupp Company (GRC)	0.0	$439k		5.9k	74.48	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.0	$438k		8.3k	52.97	View chart
ConocoPhillips (COP)	0.0	$436k		3.5k	125.16	View chart
American Healthcare Reit Com Shs (AHR)	0.0	$436k		8.5k	51.26	View chart
Meta Platforms Cl A (META)	0.0	$431k		595.00	724.88	View chart
Deere & Company (DE)	0.0	$426k		635.00	671.30	View chart
Cal Maine Foods Com New (CALM)	0.0	$425k	-33%	6.2k	68.06	View chart
LeMaitre Vascular (LMAT)	0.0	$418k	+66%	5.1k	82.59	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.0	$418k		1.2k	335.50	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$414k	+89%	4.6k	90.11	View chart
Verizon Communications (VZ)	0.0	$414k	-14%	9.0k	45.87	View chart
Omega Healthcare Investors (OHI)	0.0	$411k		8.9k	46.31	View chart
Monolithic Power Systems (MPWR)	0.0	$406k		301.00	1347.22	View chart
Dominion Resources (D)	0.0	$390k	+4%	6.5k	60.52	View chart
AutoZone (AZO)	0.0	$385k	-2%	136.00	2830.02	View chart
Applovin Corp Com Cl A (APP)	0.0	$383k		1.3k	290.43	View chart
Walt Disney Company (DIS)	0.0	$375k		3.6k	104.89	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.0	$374k		1.3k	284.49	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$372k		6.8k	55.03	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$369k	+5%	3.8k	97.20	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$364k		3.3k	110.27	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$360k		9.7k	37.02	View chart
Pgim Etf Tr Ultr Sho Mun Etf (PUSH)	0.0	$358k	+79%	7.2k	49.75	View chart
Texas Instruments Incorporated (TXN)	0.0	$349k		1.2k	280.09	View chart
Bj's Wholesale Club Holdings (BJ)	0.0	$349k		3.8k	92.00	View chart
Dell Technologies CL C (DELL)	0.0	$347k	-11%	645.00	538.01	View chart
Ishares Tr Bb Rat Corp Bd (HYBB)	0.0	$343k		7.6k	45.06	View chart
Hershey Company (HSY)	0.0	$338k		2.1k	157.61	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.0	$336k	+10%	13k	25.02	View chart
Kinder Morgan (KMI)	0.0	$327k	-21%	11k	30.15	View chart
Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM)	0.0	$324k	NEW	13k	25.71	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$323k	-13%	1.9k	168.45	View chart
T Rowe Price Exchange-traded Shor Mun Inc Etf (TMNS)	0.0	$320k	NEW	6.6k	48.51	View chart
New Jersey Resources Corporation (NJR)	0.0	$319k		6.3k	50.60	View chart
Calamos Conv & High Income F Com Shs (CHY)	0.0	$312k		27k	11.71	View chart
Philip Morris International (PM)	0.0	$312k		1.6k	190.77	View chart
Marriott Intl Cl A (MAR)	0.0	$303k		851.00	355.80	View chart
Abrdn Etfs Bbrg All Commdy (BCD)	0.0	$303k		7.9k	38.47	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$302k		6.0k	50.35	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$301k		5.8k	52.33	View chart
Flexshares Tr Nrtrn Tr Qlt Div (QDF)	0.0	$298k		3.3k	90.24	View chart
Pfizer (PFE)	0.0	$295k	-29%	10k	28.52	View chart
Cohen & Steers infrastucture Fund (UTF)	0.0	$294k		12k	24.65	View chart
Advansix (ASIX)	0.0	$292k		18k	15.92	View chart
IDEX Corporation (IEX)	0.0	$280k		1.2k	227.99	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$276k	-2%	3.1k	89.63	View chart
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)	0.0	$275k		11k	25.59	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.0	$274k		2.7k	102.14	View chart
Invesco Actively Managed Exc Msci Eafe In Etf (EFAA)	0.0	$272k	+20%	4.9k	54.95	View chart
Abbott Laboratories (ABT)	0.0	$271k	-10%	2.7k	98.84	View chart
Bristol Myers Squibb (BMY)	0.0	$269k		4.3k	62.40	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$266k		406.00	656.28	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$262k		1.2k	218.21	View chart
Target Corporation (TGT)	0.0	$257k		1.6k	156.69	View chart
IDEXX Laboratories (IDXX)	0.0	$254k		486.00	522.19	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf	0.0	$253k		5.7k	44.45	View chart
Prudential Financial (PRU)	0.0	$252k		2.2k	113.58	View chart
salesforce (CRM)	0.0	$251k	NEW	1.1k	229.57	View chart
The Alger Etf Trust Ai Enablers Adop (ALAI)	0.0	$250k	+12%	5.4k	46.47	View chart
McKesson Corporation (MCK)	0.0	$249k	-15%	292.00	853.81	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$246k		3.0k	81.16	View chart
American Tower Reit (AMT)	0.0	$245k		1.5k	163.69	View chart
Cohen & Steers Etf Trust Real Est Act Etf (CSRE)	0.0	$244k	NEW	9.1k	26.70	View chart
Corteva (CTVA)	0.0	$243k		3.1k	77.65	View chart
Illinois Tool Works (ITW)	0.0	$240k	-6%	932.00	257.15	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.0	$238k		4.0k	59.51	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$225k		6.3k	35.93	View chart
First Community Bancshares (FCBC)	0.0	$225k		4.8k	46.99	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.0	$223k		4.8k	46.49	View chart
Euronet Worldwide (EEFT)	0.0	$220k	-47%	3.5k	62.87	View chart
Vanguard World Financials Etf (VFH)	0.0	$218k		1.7k	130.07	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$217k	NEW	2.4k	92.17	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$216k		1.4k	155.16	View chart
Oracle Corporation (ORCL)	0.0	$210k	-2%	1.5k	137.28	View chart
Aurora Innovation Class A Com (AUR)	0.0	$206k		37k	5.54	View chart
Extra Space Storage (EXR)	0.0	$203k		1.5k	131.51	View chart
Nuveen Floating Rate Income Fund (JFR)	0.0	$194k		26k	7.44	View chart
Brandywine Rlty Tr Sh Ben Int New (BDN)	0.0	$193k		69k	2.80	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$112k		11k	9.95	View chart
Anavex Life Sciences Corp Com New (AVXL)	0.0	$82k	-42%	41k	2.02	View chart
Bit Digital SHS (BTBT)	0.0	$16k		10k	1.63	View chart
Northern Dynasty Minerals Lt Com New (NAK)	0.0	$14k		10k	1.37	View chart
Kwesst Micro Systems *w Exp 09/01/202 (DFSCW)	0.0	$546.000000		35k	0.02	View chart

Past Filings by Sheets Smith Wealth Management

SEC 13F filings are viewable for Sheets Smith Wealth Management going back to 2011

Sheets Smith Wealth Management 2026 Q3 filed Oct. 16, 2026
Sheets Smith Wealth Management 2026 Q2 filed July 13, 2026
Sheets Smith Wealth Management 2026 Q1 filed April 16, 2026
Sheets Smith Wealth Management 2025 Q4 filed Jan. 20, 2026
Sheets Smith Wealth Management 2025 Q3 filed Oct. 16, 2025
Sheets Smith Wealth Management 2025 Q2 filed July 15, 2025
Sheets Smith Wealth Management 2025 Q1 filed April 23, 2025
Sheets Smith Wealth Management 2024 Q4 filed Jan. 17, 2025
Sheets Smith Wealth Management 2024 Q3 filed Nov. 1, 2024
Sheets Smith Wealth Management 2024 Q2 filed July 30, 2024
Sheets Smith Wealth Management 2024 Q1 filed May 8, 2024
Sheets Smith Wealth Management 2023 Q4 filed Feb. 6, 2024
Sheets Smith Wealth Management 2023 Q3 filed Oct. 23, 2023
Sheets Smith Wealth Management 2023 Q2 filed Aug. 9, 2023
Sheets Smith Wealth Management 2023 Q1 restated filed May 26, 2023
Sheets Smith Wealth Management 2023 Q1 filed May 12, 2023

View all past filings

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