Sheets Smith Wealth Management as of Sept. 30, 2011
Portfolio Holdings for Sheets Smith Wealth Management
Sheets Smith Wealth Management holds 171 positions in its portfolio as reported in the September 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Medco Health Solutions | 3.5 | $6.3M | 134k | 46.89 | |
Nalco Holding Company | 3.4 | $6.0M | 171k | 34.98 | |
MetroPCS Communications | 3.3 | $5.9M | 674k | 8.70 | |
Visa (V) | 2.9 | $5.1M | 60k | 85.72 | |
Nike (NKE) | 2.7 | $4.9M | 57k | 85.52 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 2.6 | $4.7M | 45k | 103.99 | |
Pepsi (PEP) | 2.5 | $4.5M | 73k | 61.90 | |
Estee Lauder Companies (EL) | 2.5 | $4.5M | 51k | 87.84 | |
Papa John's Int'l (PZZA) | 2.4 | $4.3M | 143k | 30.40 | |
Tractor Supply Company (TSCO) | 2.4 | $4.3M | 69k | 62.53 | |
Nu Skin Enterprises (NUS) | 2.0 | $3.5M | 87k | 40.52 | |
Waters Corporation (WAT) | 2.0 | $3.5M | 47k | 75.48 | |
Citrix Systems | 1.8 | $3.1M | 57k | 54.54 | |
Henry Schein (HSIC) | 1.7 | $3.0M | 48k | 62.00 | |
W.W. Grainger (GWW) | 1.7 | $3.0M | 20k | 149.52 | |
Total (TTE) | 1.6 | $2.8M | 64k | 43.87 | |
Stryker Corporation (SYK) | 1.6 | $2.8M | 58k | 47.13 | |
Johnson & Johnson (JNJ) | 1.5 | $2.7M | 43k | 63.69 | |
Sigma-Aldrich Corporation | 1.4 | $2.5M | 41k | 61.79 | |
iShares MSCI EAFE Index Fund (EFA) | 1.4 | $2.5M | 52k | 47.78 | |
Spdr S&p 500 Etf (SPY) | 1.4 | $2.5M | 22k | 113.16 | |
Baker Hughes Incorporated | 1.3 | $2.4M | 51k | 46.16 | |
Copart (CPRT) | 1.2 | $2.1M | 54k | 39.12 | |
International Business Machines (IBM) | 1.2 | $2.1M | 12k | 174.86 | |
Noble Energy | 1.1 | $2.0M | 28k | 70.78 | |
Canadian Natl Ry (CNI) | 1.1 | $1.9M | 28k | 66.57 | |
iShares Russell 3000 Index (IWV) | 1.0 | $1.9M | 28k | 66.73 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 1.0 | $1.8M | 16k | 112.34 | |
iShares Dow Jones US Real Estate (IYR) | 1.0 | $1.8M | 36k | 50.58 | |
SYSCO Corporation (SYY) | 0.9 | $1.7M | 65k | 25.90 | |
EMC Corporation | 0.9 | $1.7M | 80k | 21.00 | |
iShares S&P MidCap 400 Index (IJH) | 0.9 | $1.6M | 21k | 77.98 | |
Citigroup (C) | 0.9 | $1.6M | 64k | 25.62 | |
AstraZeneca (AZN) | 0.8 | $1.5M | 34k | 44.37 | |
Hatteras Financial | 0.8 | $1.5M | 59k | 25.16 | |
Exxon Mobil Corporation (XOM) | 0.8 | $1.5M | 20k | 72.61 | |
Qualcomm (QCOM) | 0.8 | $1.4M | 29k | 48.63 | |
J.M. Smucker Company (SJM) | 0.7 | $1.3M | 18k | 72.92 | |
Intuit (INTU) | 0.7 | $1.3M | 27k | 47.43 | |
Fiserv (FI) | 0.7 | $1.3M | 25k | 50.78 | |
Starbucks Corporation (SBUX) | 0.7 | $1.2M | 33k | 37.29 | |
Global Payments (GPN) | 0.7 | $1.2M | 30k | 40.40 | |
Sensient Technologies Corporation (SXT) | 0.7 | $1.2M | 37k | 32.54 | |
iShares S&P 500 Index (IVV) | 0.6 | $1.1M | 10k | 113.67 | |
PowerShares DB Com Indx Trckng Fund | 0.6 | $1.1M | 44k | 25.75 | |
PowerShares QQQ Trust, Series 1 | 0.6 | $1.1M | 21k | 52.48 | |
Laboratory Corp. of America Holdings | 0.6 | $1.1M | 14k | 79.04 | |
iShares Russell 2000 Index (IWM) | 0.6 | $1.1M | 17k | 64.27 | |
Microsoft Corporation (MSFT) | 0.6 | $1.1M | 43k | 24.89 | |
Travelers Companies (TRV) | 0.6 | $1.1M | 22k | 48.71 | |
Vanguard Short-Term Bond ETF (BSV) | 0.6 | $1.1M | 13k | 81.46 | |
Canadian Natural Resources (CNQ) | 0.6 | $1.0M | 35k | 29.27 | |
Schwab Strategic Tr 0 (SCHP) | 0.6 | $1.0M | 19k | 54.43 | |
W. P. Carey & Co | 0.5 | $962k | 26k | 36.44 | |
Brown & Brown (BRO) | 0.5 | $928k | 52k | 17.80 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.5 | $927k | 19k | 48.76 | |
BLACKROCK INTL GRWTH & INC T COM Bene Inter (BGY) | 0.5 | $921k | 121k | 7.64 | |
Coach | 0.5 | $878k | 17k | 51.84 | |
Vanguard Value ETF (VTV) | 0.5 | $873k | 19k | 47.03 | |
Amazon (AMZN) | 0.5 | $846k | 3.9k | 216.26 | |
U.S. Bancorp (USB) | 0.5 | $829k | 35k | 23.53 | |
Vanguard Large-Cap ETF (VV) | 0.5 | $814k | 16k | 51.67 | |
SPDR Russell Nomura Small Cap Japan | 0.5 | $817k | 19k | 43.00 | |
Dollar Tree (DLTR) | 0.5 | $809k | 11k | 75.12 | |
Chicago Bridge & Iron Company | 0.5 | $797k | 28k | 28.62 | |
McDonald's Corporation (MCD) | 0.4 | $778k | 8.9k | 87.80 | |
Apple (AAPL) | 0.4 | $742k | 1.9k | 381.29 | |
Enterprise Products Partners (EPD) | 0.4 | $740k | 18k | 40.15 | |
Hawkins (HWKN) | 0.4 | $742k | 23k | 31.85 | |
Schlumberger (SLB) | 0.4 | $716k | 12k | 59.77 | |
iShares S&P Europe 350 Index (IEV) | 0.4 | $637k | 20k | 31.85 | |
SPDR Gold Trust (GLD) | 0.3 | $629k | 4.0k | 158.16 | |
Rogers Corporation (ROG) | 0.3 | $618k | 16k | 39.11 | |
Family Dollar Stores | 0.3 | $605k | 12k | 50.85 | |
iShares Russell 1000 Growth Index (IWF) | 0.3 | $606k | 12k | 52.59 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.3 | $589k | 5.5k | 106.61 | |
Vanguard Total Stock Market ETF (VTI) | 0.3 | $581k | 10k | 57.71 | |
Herbalife Ltd Com Stk (HLF) | 0.3 | $566k | 11k | 53.55 | |
Perrigo Company | 0.3 | $570k | 5.9k | 97.14 | |
Core Laboratories | 0.3 | $539k | 6.0k | 89.83 | |
PIMCO Corporate Income Fund (PCN) | 0.3 | $528k | 38k | 14.09 | |
Bed Bath & Beyond | 0.3 | $514k | 9.0k | 57.30 | |
Genuine Parts Company (GPC) | 0.3 | $524k | 10k | 50.81 | |
Dollar General (DG) | 0.3 | $518k | 14k | 37.78 | |
PowerShares FTSE RAFI US 1000 | 0.3 | $519k | 11k | 48.88 | |
iShares Dow Jones Select Dividend (DVY) | 0.3 | $504k | 11k | 48.22 | |
Plum Creek Timber | 0.3 | $486k | 14k | 34.71 | |
AutoZone (AZO) | 0.3 | $482k | 1.5k | 319.21 | |
Sally Beauty Holdings (SBH) | 0.3 | $483k | 29k | 16.60 | |
athenahealth | 0.3 | $476k | 8.0k | 59.52 | |
PriceSmart (PSMT) | 0.3 | $482k | 7.7k | 62.38 | |
iShares S&P SmallCap 600 Index (IJR) | 0.3 | $488k | 8.3k | 58.51 | |
Jp Morgan Alerian Mlp Index | 0.3 | $483k | 14k | 34.08 | |
McCormick & Company, Incorporated (MKC) | 0.3 | $471k | 10k | 46.18 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.3 | $458k | 5.9k | 77.60 | |
Hansen Natural Corporation | 0.2 | $451k | 5.2k | 87.34 | |
First Cash Financial Services | 0.2 | $437k | 10k | 41.94 | |
Great Basin Gold Ltdcom Stk | 0.2 | $439k | 260k | 1.69 | |
Kansas City Southern | 0.2 | $451k | 9.0k | 49.97 | |
Liquidity Services (LQDT) | 0.2 | $437k | 14k | 32.08 | |
MasterCard Incorporated (MA) | 0.2 | $419k | 1.3k | 317.42 | |
First Citizens BancShares (FCNCA) | 0.2 | $421k | 2.9k | 143.54 | |
Goodrich Corporation | 0.2 | $423k | 3.5k | 120.65 | |
ITC Holdings | 0.2 | $429k | 5.5k | 77.51 | |
At&t (T) | 0.2 | $405k | 14k | 28.52 | |
Alexion Pharmaceuticals | 0.2 | $415k | 6.5k | 63.98 | |
Owens & Minor (OMI) | 0.2 | $413k | 15k | 28.48 | |
Signature Bank (SBNY) | 0.2 | $384k | 8.0k | 47.76 | |
Chevron Corporation (CVX) | 0.2 | $392k | 4.2k | 92.47 | |
Fastenal Company (FAST) | 0.2 | $385k | 12k | 33.30 | |
Rydex S&P Equal Weight ETF | 0.2 | $366k | 8.8k | 41.39 | |
Intuitive Surgical (ISRG) | 0.2 | $357k | 980.00 | 364.29 | |
Procter & Gamble Company (PG) | 0.2 | $364k | 5.8k | 63.15 | |
Quality Systems | 0.2 | $359k | 3.7k | 97.03 | |
V.F. Corporation (VFC) | 0.2 | $337k | 2.8k | 121.57 | |
Alliance Data Systems Corporation (BFH) | 0.2 | $332k | 3.6k | 92.74 | |
Genes (GCO) | 0.2 | $335k | 6.5k | 51.48 | |
Calamos Convertible & Hi Income Fund (CHY) | 0.2 | $344k | 31k | 11.10 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.2 | $345k | 3.0k | 114.43 | |
Nuveen Floating Rate Income Fund (JFR) | 0.2 | $338k | 33k | 10.13 | |
Pfizer (PFE) | 0.2 | $324k | 18k | 17.70 | |
Cerner Corporation | 0.2 | $320k | 4.7k | 68.45 | |
Intel Corporation (INTC) | 0.2 | $320k | 15k | 21.30 | |
Balchem Corporation (BCPC) | 0.2 | $315k | 8.4k | 37.30 | |
Precision Castparts | 0.2 | $313k | 2.0k | 155.49 | |
Texas Capital Bancshares (TCBI) | 0.2 | $321k | 14k | 22.83 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.2 | $316k | 2.9k | 108.97 | |
Vanguard Total Bond Market ETF (BND) | 0.2 | $328k | 3.9k | 83.78 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.2 | $322k | 9.1k | 35.56 | |
Hexcel Corporation (HXL) | 0.2 | $311k | 14k | 22.13 | |
TransDigm Group Incorporated (TDG) | 0.2 | $299k | 3.7k | 81.63 | |
Utilities SPDR (XLU) | 0.2 | $306k | 9.1k | 33.63 | |
Arcos Dorados Holdings (ARCO) | 0.2 | $301k | 13k | 23.17 | |
Dfc Global | 0.2 | $311k | 14k | 21.82 | |
Coca-Cola Company (KO) | 0.2 | $277k | 4.1k | 67.56 | |
Sonoco Products Company (SON) | 0.2 | $292k | 10k | 28.21 | |
Questcor Pharmaceuticals | 0.2 | $293k | 11k | 27.23 | |
Polypore International | 0.2 | $283k | 5.0k | 56.59 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $281k | 4.5k | 62.29 | |
Rayonier (RYN) | 0.2 | $284k | 7.7k | 36.74 | |
Monro Muffler Brake (MNRO) | 0.1 | $268k | 8.1k | 32.94 | |
Vanguard REIT ETF (VNQ) | 0.1 | $274k | 5.4k | 50.83 | |
iShares MSCI ACWI ex US Index Fund (ACWX) | 0.1 | $267k | 7.6k | 35.09 | |
TJX Companies (TJX) | 0.1 | $245k | 4.4k | 55.54 | |
Gra (GGG) | 0.1 | $256k | 7.5k | 34.13 | |
Carolina Trust Bank | 0.1 | $240k | 80k | 3.00 | |
Eli Lilly & Co. (LLY) | 0.1 | $224k | 6.1k | 37.02 | |
General Electric Company | 0.1 | $232k | 15k | 15.23 | |
Lowe's Companies (LOW) | 0.1 | $223k | 12k | 19.38 | |
Akorn | 0.1 | $237k | 30k | 7.81 | |
Chart Industries (GTLS) | 0.1 | $223k | 5.3k | 42.26 | |
Aberdeen Asia-Pacific Income Fund (FAX) | 0.1 | $227k | 33k | 6.88 | |
Abbott Laboratories (ABT) | 0.1 | $205k | 4.0k | 51.05 | |
Teva Pharmaceutical Industries (TEVA) | 0.1 | $210k | 5.6k | 37.20 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $213k | 3.0k | 71.00 | |
Colgate-Palmolive Company (CL) | 0.1 | $212k | 2.4k | 88.70 | |
Illinois Tool Works (ITW) | 0.1 | $219k | 5.3k | 41.67 | |
Luminex Corporation | 0.1 | $209k | 9.4k | 22.12 | |
Ralph Lauren Corp (RL) | 0.1 | $220k | 1.7k | 129.79 | |
Novagold Resources Inc Cad (NG) | 0.1 | $194k | 30k | 6.47 | |
Cisco Systems (CSCO) | 0.1 | $164k | 11k | 15.50 | |
Nuveen Munpl Markt Opp Fund | 0.1 | $146k | 11k | 13.52 | |
BlackRock Core Bond Trust (BHK) | 0.1 | $141k | 11k | 12.93 | |
Bank of America Corporation (BAC) | 0.1 | $119k | 20k | 6.11 | |
Old Republic International Corporation (ORI) | 0.1 | $109k | 12k | 8.91 | |
Harte-Hanks | 0.1 | $107k | 13k | 8.47 | |
MELA Sciences | 0.1 | $98k | 22k | 4.43 | |
TCW Strategic Income Fund (TSI) | 0.0 | $73k | 15k | 4.97 | |
NN (NNBR) | 0.0 | $59k | 12k | 5.09 | |
Novogen | 0.0 | $10k | 17k | 0.60 | |
Bank of Granite Corporation (GRAN) | 0.0 | $12k | 18k | 0.67 |