Sheets Smith Wealth Management as of June 30, 2011
Portfolio Holdings for Sheets Smith Wealth Management
Sheets Smith Wealth Management holds 188 positions in its portfolio as reported in the June 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
MetroPCS Communications | 5.3 | $12M | 674k | 17.21 | |
Medco Health Solutions | 3.5 | $7.6M | 134k | 56.52 | |
Estee Lauder Companies (EL) | 2.5 | $5.5M | 52k | 105.18 | |
Pepsi (PEP) | 2.3 | $5.1M | 73k | 70.43 | |
Visa (V) | 2.3 | $5.1M | 60k | 84.25 | |
Nike (NKE) | 2.2 | $4.9M | 54k | 89.98 | |
Nalco Holding Company | 2.2 | $4.8M | 172k | 27.81 | |
Papa John's Int'l (PZZA) | 2.1 | $4.7M | 143k | 33.26 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 2.1 | $4.7M | 45k | 104.95 | |
Citrix Systems | 2.1 | $4.6M | 57k | 80.00 | |
Tractor Supply Company (TSCO) | 2.1 | $4.6M | 68k | 66.87 | |
Waters Corporation (WAT) | 2.0 | $4.5M | 47k | 95.74 | |
Baker Hughes Incorporated | 1.9 | $4.1M | 57k | 72.57 | |
Vanguard REIT ETF (VNQ) | 1.8 | $3.9M | 64k | 60.10 | |
Total (TTE) | 1.7 | $3.7M | 64k | 57.85 | |
Henry Schein (HSIC) | 1.6 | $3.5M | 49k | 71.60 | |
Stryker Corporation (SYK) | 1.6 | $3.4M | 58k | 58.69 | |
iShares MSCI EAFE Index Fund (EFA) | 1.4 | $3.1M | 51k | 60.15 | |
Sigma-Aldrich Corporation | 1.4 | $3.0M | 41k | 73.37 | |
Johnson & Johnson (JNJ) | 1.3 | $2.9M | 43k | 66.51 | |
Spdr S&p 500 Etf (SPY) | 1.3 | $2.9M | 22k | 131.96 | |
Nu Skin Enterprises (NUS) | 1.3 | $2.8M | 75k | 37.55 | |
W.W. Grainger (GWW) | 1.3 | $2.8M | 18k | 153.63 | |
Vanguard Materials ETF (VAW) | 1.2 | $2.7M | 31k | 86.06 | |
Noble Energy | 1.1 | $2.5M | 28k | 89.62 | |
Canadian Natl Ry (CNI) | 1.0 | $2.3M | 28k | 79.89 | |
Citi | 1.0 | $2.2M | 54k | 41.64 | |
Copart (CPRT) | 1.0 | $2.2M | 47k | 46.60 | |
EMC Corporation | 1.0 | $2.2M | 78k | 27.55 | |
iShares Dow Jones US Real Estate (IYR) | 1.0 | $2.2M | 36k | 60.31 | |
iShares Russell 3000 Index (IWV) | 1.0 | $2.1M | 27k | 79.29 | |
International Business Machines (IBM) | 0.9 | $2.1M | 12k | 171.53 | |
SYSCO Corporation (SYY) | 0.9 | $2.0M | 65k | 31.17 | |
iShares S&P MidCap 400 Index (IJH) | 0.9 | $2.0M | 21k | 97.68 | |
Schwab International Equity ETF (SCHF) | 0.9 | $1.9M | 65k | 29.24 | |
Exxon Mobil Corporation (XOM) | 0.8 | $1.7M | 20k | 81.40 | |
AstraZeneca (AZN) | 0.8 | $1.7M | 33k | 50.06 | |
Hatteras Financial | 0.8 | $1.7M | 59k | 28.23 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.7 | $1.6M | 15k | 110.11 | |
Fiserv (FI) | 0.7 | $1.6M | 26k | 62.63 | |
Global Payments (GPN) | 0.7 | $1.5M | 30k | 51.00 | |
Vanguard Emerging Markets ETF (VWO) | 0.7 | $1.5M | 31k | 48.63 | |
Canadian Natural Resources (CNQ) | 0.7 | $1.5M | 35k | 41.86 | |
Schwab U S Small Cap ETF (SCHA) | 0.7 | $1.5M | 40k | 36.71 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.6 | $1.4M | 45k | 31.50 | |
Intuit (INTU) | 0.6 | $1.4M | 27k | 51.85 | |
Brown & Brown (BRO) | 0.6 | $1.4M | 54k | 25.66 | |
Sensient Technologies Corporation (SXT) | 0.6 | $1.4M | 37k | 37.08 | |
Laboratory Corp. of America Holdings | 0.6 | $1.4M | 14k | 96.77 | |
iShares Russell 2000 Index (IWM) | 0.6 | $1.4M | 16k | 82.79 | |
J.M. Smucker Company (SJM) | 0.6 | $1.3M | 18k | 76.46 | |
Starbucks Corporation (SBUX) | 0.6 | $1.3M | 33k | 39.50 | |
Travelers Companies (TRV) | 0.6 | $1.3M | 22k | 58.39 | |
PowerShares DB Com Indx Trckng Fund | 0.6 | $1.3M | 44k | 28.97 | |
PowerShares QQQ Trust, Series 1 | 0.6 | $1.2M | 21k | 57.07 | |
BLACKROCK INTL GRWTH & INC T COM Bene Inter (BGY) | 0.6 | $1.2M | 121k | 10.09 | |
Qualcomm (QCOM) | 0.5 | $1.2M | 21k | 56.77 | |
Microsoft Corporation (MSFT) | 0.5 | $1.1M | 43k | 26.00 | |
iShares S&P 500 Index (IVV) | 0.5 | $1.1M | 8.4k | 132.38 | |
Coach | 0.5 | $1.1M | 17k | 63.95 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.5 | $1.1M | 19k | 55.97 | |
Schlumberger (SLB) | 0.5 | $1.0M | 12k | 86.40 | |
Vanguard Short-Term Bond ETF (BSV) | 0.5 | $1.0M | 13k | 81.06 | |
Vanguard Value ETF (VTV) | 0.5 | $1.0M | 19k | 56.03 | |
Schwab Strategic Tr 0 (SCHP) | 0.5 | $983k | 19k | 52.61 | |
Vanguard Large-Cap ETF (VV) | 0.4 | $929k | 15k | 60.57 | |
U.S. Bancorp (USB) | 0.4 | $899k | 35k | 25.52 | |
Gardner Denver | 0.4 | $866k | 10k | 84.09 | |
iShares S&P Europe 350 Index (IEV) | 0.4 | $842k | 20k | 42.10 | |
SPDR Russell Nomura Small Cap Japan | 0.4 | $833k | 19k | 43.84 | |
McDonald's Corporation (MCD) | 0.3 | $780k | 9.2k | 84.37 | |
Enterprise Products Partners (EPD) | 0.3 | $781k | 18k | 43.24 | |
Rogers Corporation (ROG) | 0.3 | $776k | 17k | 46.19 | |
Hawkins (HWKN) | 0.3 | $771k | 21k | 36.20 | |
Union Pacific Corporation (UNP) | 0.3 | $712k | 6.8k | 104.43 | |
Dollar Tree (DLTR) | 0.3 | $674k | 10k | 66.64 | |
Vanguard Total Stock Market ETF (VTI) | 0.3 | $689k | 10k | 68.43 | |
Core Laboratories | 0.3 | $669k | 6.0k | 111.50 | |
PIMCO Corporate Income Fund (PCN) | 0.3 | $653k | 38k | 17.42 | |
Stericycle (SRCL) | 0.3 | $631k | 7.1k | 89.19 | |
Informatica Corporation | 0.3 | $636k | 11k | 58.47 | |
iShares Russell 1000 Growth Index (IWF) | 0.3 | $637k | 11k | 60.92 | |
Schwab U S Broad Market ETF (SCHB) | 0.3 | $645k | 20k | 32.02 | |
Family Dollar Stores | 0.3 | $625k | 12k | 52.53 | |
iShares S&P SmallCap 600 Index (IJR) | 0.3 | $611k | 8.3k | 73.26 | |
Herbalife Ltd Com Stk (HLF) | 0.3 | $602k | 10k | 57.63 | |
Plum Creek Timber | 0.3 | $568k | 14k | 40.57 | |
CARBO Ceramics | 0.3 | $571k | 3.5k | 162.82 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.3 | $572k | 5.5k | 103.53 | |
First Citizens BancShares (FCNCA) | 0.2 | $549k | 2.9k | 187.18 | |
Genuine Parts Company (GPC) | 0.2 | $561k | 10k | 54.40 | |
Great Basin Gold Ltdcom Stk | 0.2 | $543k | 260k | 2.09 | |
Watson Pharmaceuticals | 0.2 | $537k | 7.8k | 68.78 | |
IPG Photonics Corporation (IPGP) | 0.2 | $538k | 7.4k | 72.73 | |
Kansas City Southern | 0.2 | $535k | 9.0k | 59.33 | |
iShares Dow Jones Select Dividend (DVY) | 0.2 | $533k | 10k | 52.88 | |
Jp Morgan Alerian Mlp Index | 0.2 | $529k | 14k | 37.14 | |
Robbins & Myers | 0.2 | $504k | 9.5k | 52.85 | |
McCormick & Company, Incorporated (MKC) | 0.2 | $506k | 10k | 49.61 | |
Owens & Minor (OMI) | 0.2 | $500k | 15k | 34.48 | |
Holly Corporation | 0.2 | $477k | 6.9k | 69.35 | |
Signature Bank (SBNY) | 0.2 | $462k | 8.1k | 57.17 | |
CBS Corporation | 0.2 | $461k | 16k | 28.48 | |
Perrigo Company | 0.2 | $460k | 5.2k | 87.89 | |
PowerShares FTSE RAFI US 1000 | 0.2 | $458k | 7.8k | 58.46 | |
At&t (T) | 0.2 | $441k | 14k | 31.40 | |
Bed Bath & Beyond | 0.2 | $431k | 7.4k | 58.35 | |
Halliburton Company (HAL) | 0.2 | $431k | 8.4k | 51.05 | |
Novo Nordisk A/S (NVO) | 0.2 | $452k | 3.6k | 125.28 | |
Under Armour (UAA) | 0.2 | $445k | 5.8k | 77.35 | |
Rockwood Holdings | 0.2 | $431k | 7.8k | 55.26 | |
Albemarle Corporation (ALB) | 0.2 | $436k | 6.3k | 69.27 | |
Rydex S&P Equal Weight ETF | 0.2 | $439k | 8.7k | 50.63 | |
Chevron Corporation (CVX) | 0.2 | $425k | 4.1k | 102.78 | |
Dow Chemical Company | 0.2 | $427k | 12k | 36.02 | |
Balchem Corporation (BCPC) | 0.2 | $430k | 9.8k | 43.77 | |
Sally Beauty Holdings (SBH) | 0.2 | $416k | 24k | 17.08 | |
Carpenter Technology Corporation (CRS) | 0.2 | $428k | 7.4k | 57.71 | |
Nuveen Floating Rate Income Fund (JFR) | 0.2 | $409k | 34k | 12.20 | |
Danaher Corporation (DHR) | 0.2 | $389k | 7.3k | 52.95 | |
Oracle Corporation (ORCL) | 0.2 | $396k | 12k | 32.87 | |
Poly | 0.2 | $404k | 6.3k | 64.32 | |
Calamos Convertible & Hi Income Fund (CHY) | 0.2 | $405k | 31k | 13.08 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.2 | $387k | 4.9k | 78.40 | |
Pfizer (PFE) | 0.2 | $377k | 18k | 20.60 | |
LKQ Corporation (LKQ) | 0.2 | $374k | 14k | 26.12 | |
Procter & Gamble Company (PG) | 0.2 | $366k | 5.8k | 63.52 | |
Gra (GGG) | 0.2 | $380k | 7.5k | 50.67 | |
Texas Capital Bancshares (TCBI) | 0.2 | $365k | 14k | 25.83 | |
Baidu (BIDU) | 0.2 | $371k | 2.6k | 140.11 | |
Genesis Energy (GEL) | 0.2 | $385k | 14k | 27.24 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.2 | $374k | 3.4k | 110.62 | |
Sonoco Products Company (SON) | 0.2 | $354k | 10k | 35.58 | |
Intel Corporation (INTC) | 0.2 | $342k | 15k | 22.19 | |
Intuitive Surgical (ISRG) | 0.2 | $353k | 949.00 | 371.97 | |
Agilent Technologies Inc C ommon (A) | 0.2 | $355k | 7.0k | 51.08 | |
Acme Packet | 0.2 | $359k | 5.1k | 70.05 | |
General Electric Company | 0.1 | $334k | 18k | 18.89 | |
BE Aerospace | 0.1 | $332k | 8.1k | 40.84 | |
Goodrich Corporation | 0.1 | $334k | 3.5k | 95.54 | |
Illinois Tool Works (ITW) | 0.1 | $336k | 6.0k | 56.42 | |
WABCO Holdings | 0.1 | $324k | 4.7k | 69.08 | |
Dover Corporation (DOV) | 0.1 | $332k | 4.9k | 67.78 | |
Fastenal Company (FAST) | 0.1 | $330k | 9.2k | 35.98 | |
Amazon (AMZN) | 0.1 | $333k | 1.6k | 204.29 | |
Corn Products International | 0.1 | $341k | 6.2k | 55.24 | |
Select Comfort | 0.1 | $330k | 18k | 17.96 | |
OPNET Technologies | 0.1 | $338k | 8.3k | 40.92 | |
Interface | 0.1 | $341k | 18k | 19.39 | |
PriceSmart (PSMT) | 0.1 | $335k | 6.5k | 51.27 | |
Quality Systems | 0.1 | $323k | 3.7k | 87.30 | |
TransDigm Group Incorporated (TDG) | 0.1 | $337k | 3.7k | 91.30 | |
Rayonier (RYN) | 0.1 | $328k | 5.0k | 65.34 | |
Colfax Corporation | 0.1 | $332k | 13k | 24.83 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $329k | 8.3k | 39.71 | |
iShares MSCI ACWI ex US Index Fund (ACWX) | 0.1 | $328k | 7.3k | 45.10 | |
Globe Specialty Metals | 0.1 | $300k | 13k | 22.41 | |
Teva Pharmaceutical Industries (TEVA) | 0.1 | $299k | 6.2k | 48.26 | |
Ultratech | 0.1 | $307k | 10k | 30.37 | |
Liquidity Services (LQDT) | 0.1 | $318k | 14k | 23.58 | |
Utilities SPDR (XLU) | 0.1 | $315k | 9.4k | 33.51 | |
Coca-Cola Company (KO) | 0.1 | $276k | 4.1k | 67.33 | |
First Cash Financial Services | 0.1 | $285k | 6.8k | 41.92 | |
Novagold Resources Inc Cad (NG) | 0.1 | $276k | 30k | 9.20 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $297k | 2.4k | 123.75 | |
Lowe's Companies (LOW) | 0.1 | $268k | 12k | 23.29 | |
E.I. du Pont de Nemours & Company | 0.1 | $243k | 4.5k | 54.08 | |
Illumina (ILMN) | 0.1 | $248k | 3.3k | 75.24 | |
Aberdeen Asia-Pacific Income Fund (FAX) | 0.1 | $242k | 33k | 7.33 | |
Carolina Trust Bank | 0.1 | $236k | 80k | 2.95 | |
Eli Lilly & Co. (LLY) | 0.1 | $227k | 6.1k | 37.52 | |
Amgen (AMGN) | 0.1 | $213k | 3.7k | 58.36 | |
Apple (AAPL) | 0.1 | $211k | 629.00 | 335.45 | |
Polypore International | 0.1 | $217k | 3.2k | 67.94 | |
Haynes International (HAYN) | 0.1 | $212k | 3.4k | 61.93 | |
Bank of America Corporation (BAC) | 0.1 | $199k | 18k | 10.95 | |
Colgate-Palmolive Company (CL) | 0.1 | $209k | 2.4k | 87.45 | |
NN (NNBR) | 0.1 | $207k | 14k | 14.94 | |
iShares S&P 100 Index (OEF) | 0.1 | $206k | 3.5k | 58.86 | |
Cisco Systems (CSCO) | 0.1 | $171k | 11k | 15.57 | |
Old Republic International Corporation (ORI) | 0.1 | $148k | 13k | 11.79 | |
Nuveen Munpl Markt Opp Fund | 0.1 | $131k | 10k | 12.91 | |
BlackRock Core Bond Trust (BHK) | 0.1 | $137k | 11k | 12.57 | |
Harte-Hanks | 0.1 | $103k | 13k | 8.15 | |
TCW Strategic Income Fund (TSI) | 0.0 | $78k | 15k | 5.31 | |
MELA Sciences | 0.0 | $52k | 22k | 2.35 | |
Novogen | 0.0 | $15k | 17k | 0.90 | |
Bank of Granite Corporation (GRAN) | 0.0 | $17k | 18k | 0.95 |