Sheets Smith Wealth Management as of March 31, 2011
Portfolio Holdings for Sheets Smith Wealth Management
Sheets Smith Wealth Management holds 187 positions in its portfolio as reported in the March 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
MetroPCS Communications | 4.9 | $11M | 674k | 16.24 | |
Medco Health Solutions | 3.4 | $7.5M | 134k | 56.16 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 3.2 | $7.2M | 69k | 104.44 | |
Citrix Systems | 3.0 | $6.7M | 92k | 73.46 | |
Estee Lauder Companies (EL) | 2.2 | $4.8M | 50k | 96.36 | |
Pepsi (PEP) | 2.1 | $4.7M | 73k | 64.41 | |
Nalco Holding Company | 2.1 | $4.7M | 171k | 27.31 | |
Papa John's Int'l (PZZA) | 2.0 | $4.5M | 143k | 31.67 | |
Visa (V) | 2.0 | $4.4M | 60k | 73.63 | |
Baker Hughes Incorporated | 1.9 | $4.3M | 58k | 73.43 | |
Waters Corporation (WAT) | 1.9 | $4.1M | 48k | 86.91 | |
Nike (NKE) | 1.7 | $3.8M | 51k | 75.69 | |
Vanguard REIT ETF (VNQ) | 1.7 | $3.8M | 65k | 58.46 | |
Total (TTE) | 1.6 | $3.7M | 60k | 60.97 | |
Henry Schein (HSIC) | 1.6 | $3.7M | 52k | 70.17 | |
Tractor Supply Company (TSCO) | 1.6 | $3.6M | 61k | 59.86 | |
Stryker Corporation (SYK) | 1.6 | $3.5M | 58k | 60.79 | |
iShares MSCI EAFE Index Fund (EFA) | 1.4 | $3.1M | 51k | 60.08 | |
Spdr S&p 500 Etf (SPY) | 1.3 | $2.9M | 22k | 132.60 | |
Noble Energy | 1.3 | $2.9M | 30k | 96.64 | |
W.W. Grainger (GWW) | 1.3 | $2.8M | 21k | 137.66 | |
Altera Corporation | 1.2 | $2.7M | 62k | 44.02 | |
Vanguard Materials ETF (VAW) | 1.2 | $2.7M | 31k | 87.36 | |
Johnson & Johnson (JNJ) | 1.1 | $2.5M | 42k | 59.25 | |
Citi | 1.1 | $2.4M | 535k | 4.42 | |
Sigma-Aldrich Corporation | 1.0 | $2.2M | 34k | 63.65 | |
iShares Russell 3000 Index (IWV) | 1.0 | $2.1M | 27k | 79.27 | |
Canadian Natl Ry (CNI) | 1.0 | $2.1M | 28k | 75.27 | |
iShares Dow Jones US Real Estate (IYR) | 1.0 | $2.1M | 36k | 59.39 | |
Nu Skin Enterprises (NUS) | 0.9 | $2.1M | 73k | 28.75 | |
iShares S&P MidCap 400 Index (IJH) | 0.9 | $2.1M | 21k | 98.73 | |
Brown & Brown (BRO) | 0.9 | $2.0M | 77k | 25.80 | |
International Business Machines (IBM) | 0.9 | $2.0M | 12k | 163.08 | |
Broadcom Corporation | 0.9 | $1.9M | 48k | 39.38 | |
Copart (CPRT) | 0.8 | $1.9M | 43k | 43.33 | |
Schwab International Equity ETF (SCHF) | 0.8 | $1.9M | 65k | 28.81 | |
SYSCO Corporation (SYY) | 0.8 | $1.8M | 66k | 27.69 | |
Exxon Mobil Corporation (XOM) | 0.8 | $1.8M | 21k | 84.11 | |
Canadian Natural Resources (CNQ) | 0.8 | $1.7M | 35k | 49.43 | |
Hatteras Financial | 0.7 | $1.6M | 58k | 28.13 | |
Fiserv (FI) | 0.7 | $1.6M | 26k | 62.71 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.7 | $1.6M | 14k | 108.21 | |
Vanguard Emerging Markets ETF (VWO) | 0.7 | $1.5M | 31k | 48.95 | |
Schwab U S Small Cap ETF (SCHA) | 0.7 | $1.5M | 40k | 37.16 | |
Global Payments (GPN) | 0.7 | $1.5M | 30k | 48.93 | |
Intuit (INTU) | 0.6 | $1.4M | 27k | 53.12 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.6 | $1.4M | 45k | 31.63 | |
PowerShares DB Com Indx Trckng Fund | 0.6 | $1.4M | 45k | 30.52 | |
Sensient Technologies Corporation (SXT) | 0.6 | $1.3M | 37k | 35.84 | |
Travelers Companies (TRV) | 0.6 | $1.3M | 22k | 59.49 | |
iShares Russell 2000 Index (IWM) | 0.6 | $1.3M | 15k | 84.14 | |
BLACKROCK INTL GRWTH & INC T COM Bene Inter (BGY) | 0.6 | $1.2M | 121k | 10.22 | |
Quality Systems | 0.5 | $1.2M | 14k | 83.36 | |
PowerShares QQQ Trust, Series 1 | 0.5 | $1.2M | 21k | 57.41 | |
Cognizant Technology Solutions (CTSH) | 0.5 | $1.1M | 14k | 81.41 | |
Microsoft Corporation (MSFT) | 0.5 | $1.1M | 45k | 25.39 | |
Laboratory Corp. of America Holdings | 0.5 | $1.2M | 13k | 92.17 | |
Plum Creek Timber | 0.5 | $1.1M | 26k | 43.62 | |
Qualcomm (QCOM) | 0.5 | $1.1M | 21k | 54.83 | |
Schlumberger (SLB) | 0.5 | $1.1M | 12k | 93.24 | |
J.M. Smucker Company (SJM) | 0.5 | $1.1M | 15k | 71.40 | |
Starbucks Corporation (SBUX) | 0.5 | $1.1M | 29k | 36.96 | |
Vanguard Value ETF (VTV) | 0.5 | $1.1M | 19k | 56.73 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.5 | $1.0M | 19k | 55.49 | |
Vanguard Short-Term Bond ETF (BSV) | 0.5 | $996k | 12k | 80.14 | |
Schwab Strategic Tr 0 (SCHP) | 0.4 | $934k | 18k | 51.34 | |
U.S. Bancorp (USB) | 0.4 | $910k | 34k | 26.43 | |
Coach | 0.4 | $881k | 17k | 52.02 | |
Vanguard Large-Cap ETF (VV) | 0.4 | $895k | 15k | 60.78 | |
Hawkins (HWKN) | 0.4 | $875k | 21k | 41.08 | |
Apple (AAPL) | 0.4 | $852k | 2.4k | 348.32 | |
iShares S&P Europe 350 Index (IEV) | 0.4 | $836k | 20k | 41.80 | |
Baidu (BIDU) | 0.4 | $821k | 6.0k | 137.77 | |
SPDR Russell Nomura Small Cap Japan | 0.4 | $811k | 19k | 42.68 | |
Caterpillar (CAT) | 0.3 | $776k | 7.0k | 111.38 | |
Rogers Corporation (ROG) | 0.3 | $780k | 17k | 45.09 | |
Enterprise Products Partners (EPD) | 0.3 | $764k | 18k | 43.08 | |
Gardner Denver | 0.3 | $763k | 9.8k | 78.06 | |
Vanguard Total Stock Market ETF (VTI) | 0.3 | $689k | 10k | 68.70 | |
McDonald's Corporation (MCD) | 0.3 | $675k | 8.9k | 76.07 | |
Great Basin Gold Ltdcom Stk | 0.3 | $660k | 250k | 2.64 | |
Union Pacific Corporation (UNP) | 0.3 | $639k | 6.5k | 98.35 | |
Wells Fargo & Company (WFC) | 0.3 | $634k | 20k | 31.73 | |
Stericycle (SRCL) | 0.3 | $632k | 7.1k | 88.74 | |
Concho Resources | 0.3 | $648k | 6.0k | 107.36 | |
iShares Russell 1000 Growth Index (IWF) | 0.3 | $646k | 11k | 60.49 | |
Schwab U S Broad Market ETF (SCHB) | 0.3 | $653k | 20k | 32.17 | |
Family Dollar Stores | 0.3 | $611k | 12k | 51.35 | |
iShares S&P SmallCap 600 Index (IJR) | 0.3 | $613k | 8.3k | 73.50 | |
PIMCO Corporate Income Fund (PCN) | 0.3 | $622k | 38k | 16.60 | |
First Citizens BancShares (FCNCA) | 0.3 | $588k | 2.9k | 200.48 | |
priceline.com Incorporated | 0.3 | $591k | 1.2k | 506.43 | |
VeriFone Systems | 0.3 | $607k | 11k | 54.95 | |
Aruba Networks | 0.3 | $566k | 17k | 33.83 | |
Genuine Parts Company (GPC) | 0.2 | $553k | 10k | 53.62 | |
Whiting Petroleum Corporation | 0.2 | $537k | 7.3k | 73.41 | |
Polypore International | 0.2 | $527k | 9.2k | 57.58 | |
Informatica Corporation | 0.2 | $539k | 10k | 52.21 | |
Deere & Company (DE) | 0.2 | $511k | 5.3k | 96.93 | |
Gulfport Energy Corporation | 0.2 | $515k | 14k | 36.13 | |
Under Armour (UAA) | 0.2 | $479k | 7.0k | 68.06 | |
McCormick & Company, Incorporated (MKC) | 0.2 | $488k | 10k | 47.84 | |
iShares Dow Jones Select Dividend (DVY) | 0.2 | $484k | 9.3k | 52.18 | |
Jp Morgan Alerian Mlp Index | 0.2 | $485k | 13k | 37.97 | |
Signature Bank (SBNY) | 0.2 | $460k | 8.2k | 56.43 | |
United Rentals (URI) | 0.2 | $463k | 14k | 33.31 | |
SPDR Gold Trust (GLD) | 0.2 | $463k | 3.3k | 139.79 | |
CARBO Ceramics | 0.2 | $469k | 3.3k | 141.27 | |
Kansas City Southern | 0.2 | $464k | 8.5k | 54.46 | |
Chevron Corporation (CVX) | 0.2 | $444k | 4.1k | 107.45 | |
Dow Chemical Company | 0.2 | $452k | 12k | 37.73 | |
Novo Nordisk A/S (NVO) | 0.2 | $437k | 3.5k | 125.29 | |
At&t (T) | 0.2 | $430k | 14k | 30.64 | |
Dollar Tree (DLTR) | 0.2 | $413k | 7.4k | 55.53 | |
IPG Photonics Corporation (IPGP) | 0.2 | $430k | 7.4k | 57.74 | |
Acme Packet | 0.2 | $423k | 6.0k | 70.99 | |
Rydex S&P Equal Weight ETF | 0.2 | $412k | 8.2k | 50.50 | |
Calamos Convertible & Hi Income Fund (CHY) | 0.2 | $422k | 31k | 13.64 | |
Peabody Energy Corporation | 0.2 | $394k | 5.5k | 72.00 | |
Eaton Corporation | 0.2 | $403k | 7.3k | 55.40 | |
Halliburton Company (HAL) | 0.2 | $407k | 8.2k | 49.79 | |
Petrohawk Energy Corporation | 0.2 | $406k | 17k | 24.54 | |
NetEase (NTES) | 0.2 | $394k | 8.0k | 49.52 | |
Tenne | 0.2 | $404k | 9.5k | 42.42 | |
Perrigo Company | 0.2 | $398k | 5.0k | 79.52 | |
Brigham Exploration Company | 0.2 | $410k | 11k | 37.19 | |
Lululemon Athletica (LULU) | 0.2 | $392k | 4.4k | 89.05 | |
Novagold Resources Inc Cad (NG) | 0.2 | $390k | 30k | 13.00 | |
PowerShares FTSE RAFI US 1000 | 0.2 | $404k | 6.8k | 59.19 | |
Nuveen Floating Rate Income Fund (JFR) | 0.2 | $409k | 33k | 12.34 | |
Pfizer (PFE) | 0.2 | $378k | 19k | 20.32 | |
CBS Corporation | 0.2 | $384k | 15k | 25.04 | |
Sonoco Products Company (SON) | 0.2 | $386k | 11k | 36.24 | |
Genesis Energy (GEL) | 0.2 | $383k | 14k | 28.28 | |
Rockwood Holdings | 0.2 | $371k | 7.5k | 49.17 | |
Aar (AIR) | 0.2 | $377k | 14k | 27.73 | |
General Electric Company | 0.2 | $353k | 18k | 20.05 | |
Agilent Technologies Inc C ommon (A) | 0.2 | $360k | 8.0k | 44.79 | |
Balchem Corporation (BCPC) | 0.2 | $349k | 9.3k | 37.50 | |
Pioneer Natural Resources | 0.2 | $353k | 3.5k | 101.99 | |
Texas Capital Bancshares (TCBI) | 0.2 | $355k | 14k | 26.00 | |
Seaspan Corp | 0.2 | $362k | 19k | 19.43 | |
Jazz Pharmaceuticals | 0.2 | $358k | 11k | 31.84 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.2 | $348k | 3.2k | 109.09 | |
iShares S&P 500 Index (IVV) | 0.1 | $340k | 2.6k | 133.12 | |
Gra (GGG) | 0.1 | $341k | 7.5k | 45.47 | |
Chipotle Mexican Grill (CMG) | 0.1 | $341k | 1.3k | 272.58 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $336k | 8.5k | 39.62 | |
Intel Corporation (INTC) | 0.1 | $318k | 16k | 20.19 | |
Intuitive Surgical (ISRG) | 0.1 | $306k | 918.00 | 333.33 | |
Illinois Tool Works (ITW) | 0.1 | $320k | 6.0k | 53.74 | |
Lowe's Companies (LOW) | 0.1 | $304k | 12k | 26.42 | |
Tesoro Corporation | 0.1 | $308k | 12k | 26.85 | |
Marvell Technology Group | 0.1 | $311k | 20k | 15.55 | |
OPNET Technologies | 0.1 | $313k | 8.0k | 38.94 | |
Poly | 0.1 | $306k | 5.9k | 51.82 | |
Panera Bread Company | 0.1 | $319k | 2.5k | 127.19 | |
Interface | 0.1 | $311k | 17k | 18.48 | |
Utilities SPDR (XLU) | 0.1 | $316k | 9.9k | 31.92 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $311k | 4.0k | 77.46 | |
Coca-Cola Company (KO) | 0.1 | $297k | 4.5k | 66.24 | |
Rockwell Automation (ROK) | 0.1 | $281k | 3.0k | 94.58 | |
NN (NNBR) | 0.1 | $283k | 16k | 18.26 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $295k | 2.4k | 122.92 | |
WABCO Holdings | 0.1 | $262k | 4.2k | 61.72 | |
Amazon (AMZN) | 0.1 | $277k | 1.5k | 179.87 | |
iShares S&P 100 Index (OEF) | 0.1 | $267k | 4.5k | 59.33 | |
OpenTable | 0.1 | $274k | 2.6k | 106.33 | |
iShares MSCI ACWI ex US Index Fund (ACWX) | 0.1 | $259k | 5.7k | 45.45 | |
Carolina Trust Bank | 0.1 | $256k | 80k | 3.19 | |
E.I. du Pont de Nemours & Company | 0.1 | $247k | 4.5k | 54.97 | |
Berkshire Hathaway (BRK.A) | 0.1 | $251k | 200.00 | 1255.00 | |
Juniper Networks (JNPR) | 0.1 | $239k | 5.7k | 42.10 | |
Vanguard Small-Cap ETF (VB) | 0.1 | $236k | 3.0k | 78.96 | |
Bank of America Corporation (BAC) | 0.1 | $222k | 17k | 13.31 | |
Berkshire Hathaway (BRK.B) | 0.1 | $222k | 2.7k | 83.77 | |
Teva Pharmaceutical Industries (TEVA) | 0.1 | $211k | 4.2k | 50.24 | |
Procter & Gamble Company (PG) | 0.1 | $226k | 3.7k | 61.61 | |
Aberdeen Asia-Pacific Income Fund (FAX) | 0.1 | $229k | 33k | 6.94 | |
Old Republic International Corporation (ORI) | 0.1 | $159k | 13k | 12.66 | |
Harte-Hanks | 0.1 | $150k | 13k | 11.87 | |
Nuveen Munpl Markt Opp Fund | 0.1 | $144k | 12k | 12.52 | |
BlackRock Core Bond Trust (BHK) | 0.1 | $131k | 11k | 12.03 | |
MELA Sciences | 0.0 | $78k | 22k | 3.53 | |
Hampton Roads Bankshares (HMPR) | 0.0 | $36k | 43k | 0.84 | |
Novogen | 0.0 | $26k | 17k | 1.55 | |
Bank of Granite Corporation (GRAN) | 0.0 | $10k | 18k | 0.56 |