Sheets Smith Wealth Management as of Dec. 31, 2011
Portfolio Holdings for Sheets Smith Wealth Management
Sheets Smith Wealth Management holds 174 positions in its portfolio as reported in the December 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Medco Health Solutions | 3.9 | $7.5M | 135k | 55.90 | |
Ecolab (ECL) | 3.1 | $6.1M | 105k | 57.81 | |
MetroPCS Communications | 3.0 | $5.8M | 674k | 8.68 | |
Estee Lauder Companies (EL) | 2.9 | $5.7M | 51k | 112.33 | |
Visa (V) | 2.8 | $5.4M | 53k | 101.53 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 2.7 | $5.3M | 51k | 104.20 | |
Papa John's Int'l (PZZA) | 2.7 | $5.2M | 139k | 37.68 | |
Nike (NKE) | 2.6 | $5.2M | 53k | 96.37 | |
Tractor Supply Company (TSCO) | 2.6 | $5.1M | 72k | 70.16 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 2.5 | $4.9M | 43k | 113.77 | |
Nu Skin Enterprises (NUS) | 2.1 | $4.1M | 85k | 48.57 | |
W.W. Grainger (GWW) | 2.0 | $3.9M | 21k | 187.18 | |
Waters Corporation (WAT) | 1.8 | $3.5M | 47k | 74.06 | |
Citrix Systems | 1.8 | $3.5M | 57k | 60.73 | |
Total (TTE) | 1.7 | $3.3M | 65k | 51.11 | |
Pepsi (PEP) | 1.7 | $3.3M | 50k | 66.34 | |
Henry Schein (HSIC) | 1.6 | $3.2M | 49k | 64.42 | |
Stryker Corporation (SYK) | 1.5 | $2.9M | 57k | 49.71 | |
Spdr S&p 500 Etf (SPY) | 1.4 | $2.7M | 22k | 125.48 | |
Noble Energy | 1.4 | $2.7M | 29k | 94.40 | |
Copart (CPRT) | 1.4 | $2.7M | 56k | 47.89 | |
Sigma-Aldrich Corporation | 1.3 | $2.6M | 42k | 62.46 | |
iShares MSCI EAFE Index Fund (EFA) | 1.3 | $2.5M | 51k | 49.54 | |
Baker Hughes Incorporated | 1.3 | $2.5M | 51k | 48.64 | |
Johnson & Johnson (JNJ) | 1.2 | $2.3M | 35k | 65.58 | |
Canadian Natl Ry (CNI) | 1.1 | $2.2M | 28k | 78.55 | |
Chicago Bridge & Iron Company | 1.1 | $2.2M | 59k | 37.80 | |
iShares Dow Jones US Real Estate (IYR) | 1.1 | $2.0M | 36k | 56.81 | |
iShares Russell 3000 Index (IWV) | 1.0 | $2.0M | 27k | 74.16 | |
iShares S&P MidCap 400 Index (IJH) | 1.0 | $1.9M | 22k | 87.59 | |
Flowserve Corporation (FLS) | 0.9 | $1.8M | 18k | 99.29 | |
EMC Corporation | 0.9 | $1.7M | 81k | 21.55 | |
Exxon Mobil Corporation (XOM) | 0.9 | $1.7M | 20k | 84.74 | |
Qualcomm (QCOM) | 0.8 | $1.6M | 30k | 54.70 | |
W. P. Carey & Co | 0.8 | $1.5M | 37k | 40.94 | |
International Business Machines (IBM) | 0.8 | $1.5M | 8.0k | 183.89 | |
Global Payments (GPN) | 0.8 | $1.5M | 31k | 47.38 | |
Fiserv (FI) | 0.8 | $1.5M | 25k | 58.76 | |
J.M. Smucker Company (SJM) | 0.7 | $1.4M | 18k | 78.19 | |
Intuit (INTU) | 0.7 | $1.4M | 27k | 52.60 | |
Sensient Technologies Corporation (SXT) | 0.7 | $1.3M | 36k | 37.89 | |
Canadian Natural Resources (CNQ) | 0.7 | $1.3M | 35k | 37.36 | |
iShares Russell 2000 Index (IWM) | 0.6 | $1.2M | 17k | 73.74 | |
Laboratory Corp. of America Holdings | 0.6 | $1.2M | 14k | 85.95 | |
Hatteras Financial | 0.6 | $1.2M | 47k | 26.37 | |
PowerShares QQQ Trust, Series 1 | 0.6 | $1.2M | 21k | 55.84 | |
PowerShares DB Com Indx Trckng Fund | 0.6 | $1.2M | 44k | 26.83 | |
Brown & Brown (BRO) | 0.6 | $1.2M | 51k | 22.64 | |
Family Dollar Stores | 0.6 | $1.1M | 20k | 57.64 | |
Microsoft Corporation (MSFT) | 0.6 | $1.1M | 43k | 25.95 | |
Coach | 0.5 | $1.0M | 17k | 61.05 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.5 | $1.0M | 19k | 54.65 | |
Schwab Strategic Tr 0 (SCHP) | 0.5 | $1.0M | 19k | 55.65 | |
SYSCO Corporation (SYY) | 0.5 | $966k | 33k | 29.34 | |
Vanguard Value ETF (VTV) | 0.5 | $974k | 19k | 52.47 | |
U.S. Bancorp (USB) | 0.5 | $953k | 35k | 27.05 | |
Vanguard Short-Term Bond ETF (BSV) | 0.5 | $915k | 11k | 80.81 | |
Hawkins (HWKN) | 0.5 | $914k | 25k | 36.85 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.5 | $915k | 8.5k | 108.26 | |
McDonald's Corporation (MCD) | 0.5 | $886k | 8.8k | 100.28 | |
Enterprise Products Partners (EPD) | 0.4 | $849k | 18k | 46.40 | |
BLACKROCK INTL GRWTH & INC T COM Bene Inter (BGY) | 0.4 | $849k | 119k | 7.16 | |
Schlumberger (SLB) | 0.4 | $839k | 12k | 68.32 | |
iShares S&P 500 Index (IVV) | 0.4 | $803k | 6.4k | 126.02 | |
SPDR Russell Nomura Small Cap Japan | 0.4 | $781k | 19k | 41.11 | |
Starbucks Corporation (SBUX) | 0.4 | $725k | 16k | 46.03 | |
Kansas City Southern | 0.4 | $719k | 11k | 68.00 | |
Vanguard Large-Cap ETF (VV) | 0.4 | $715k | 13k | 57.28 | |
Jp Morgan Alerian Mlp Index | 0.4 | $726k | 19k | 38.97 | |
Core Laboratories | 0.4 | $706k | 6.2k | 113.87 | |
iShares S&P Europe 350 Index (IEV) | 0.3 | $675k | 20k | 33.75 | |
Sally Beauty Holdings (SBH) | 0.3 | $654k | 31k | 21.12 | |
iShares Russell 1000 Growth Index (IWF) | 0.3 | $617k | 11k | 57.80 | |
Perrigo Company | 0.3 | $604k | 6.2k | 97.36 | |
Dollar General (DG) | 0.3 | $598k | 15k | 41.14 | |
Intuitive Surgical (ISRG) | 0.3 | $576k | 1.2k | 463.40 | |
PIMCO Corporate Income Fund (PCN) | 0.3 | $585k | 37k | 15.94 | |
Union Pacific Corporation (UNP) | 0.3 | $566k | 5.3k | 105.91 | |
iShares Dow Jones Select Dividend (DVY) | 0.3 | $574k | 11k | 53.80 | |
iShares S&P SmallCap 600 Index (IJR) | 0.3 | $570k | 8.3k | 68.35 | |
Old Dominion Freight Line (ODFL) | 0.3 | $547k | 14k | 40.54 | |
Liquidity Services (LQDT) | 0.3 | $553k | 15k | 36.89 | |
PriceSmart (PSMT) | 0.3 | $540k | 7.8k | 69.59 | |
AutoZone (AZO) | 0.3 | $536k | 1.7k | 324.85 | |
Fastenal Company (FAST) | 0.3 | $525k | 12k | 43.58 | |
Texas Capital Bancshares (TCBI) | 0.3 | $532k | 17k | 30.61 | |
MasterCard Incorporated (MA) | 0.3 | $514k | 1.4k | 373.00 | |
First Citizens BancShares (FCNCA) | 0.3 | $513k | 2.9k | 174.91 | |
Signature Bank (SBNY) | 0.3 | $498k | 8.3k | 60.01 | |
Home Depot (HD) | 0.3 | $500k | 12k | 42.01 | |
LKQ Corporation (LKQ) | 0.3 | $508k | 17k | 30.08 | |
Plum Creek Timber | 0.3 | $512k | 14k | 36.57 | |
Genes (GCO) | 0.3 | $509k | 8.2k | 61.73 | |
Alexion Pharmaceuticals | 0.3 | $507k | 7.1k | 71.57 | |
McCormick & Company, Incorporated (MKC) | 0.3 | $514k | 10k | 50.39 | |
PowerShares FTSE RAFI US 1000 | 0.3 | $509k | 9.3k | 54.61 | |
Questcor Pharmaceuticals | 0.2 | $479k | 12k | 41.60 | |
Concho Resources | 0.2 | $443k | 4.7k | 93.66 | |
Rydex S&P Equal Weight ETF | 0.2 | $442k | 9.6k | 46.23 | |
At&t (T) | 0.2 | $438k | 15k | 30.27 | |
Continental Resources | 0.2 | $432k | 6.5k | 66.75 | |
Goodrich Corporation | 0.2 | $427k | 3.5k | 123.77 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $431k | 6.6k | 64.85 | |
Elizabeth Arden | 0.2 | $407k | 11k | 37.00 | |
Owens & Minor (OMI) | 0.2 | $403k | 15k | 27.79 | |
Triumph (TGI) | 0.2 | $404k | 6.9k | 58.38 | |
Vanguard Total Bond Market ETF (BND) | 0.2 | $419k | 5.0k | 83.47 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.2 | $412k | 5.3k | 77.81 | |
Pfizer (PFE) | 0.2 | $396k | 18k | 21.63 | |
PetSmart | 0.2 | $391k | 7.6k | 51.27 | |
Chipotle Mexican Grill (CMG) | 0.2 | $381k | 1.1k | 338.07 | |
Chart Industries (GTLS) | 0.2 | $397k | 7.3k | 54.06 | |
Sonoco Products Company (SON) | 0.2 | $364k | 11k | 32.94 | |
V.F. Corporation (VFC) | 0.2 | $367k | 2.9k | 127.08 | |
Washington Real Estate Investment Trust (ELME) | 0.2 | $375k | 14k | 27.32 | |
CARBO Ceramics | 0.2 | $361k | 2.9k | 123.21 | |
Hexcel Corporation (HXL) | 0.2 | $362k | 15k | 24.21 | |
TransDigm Group Incorporated (TDG) | 0.2 | $361k | 3.8k | 95.73 | |
Cardtronics | 0.2 | $377k | 14k | 27.06 | |
Intel Corporation (INTC) | 0.2 | $357k | 15k | 24.24 | |
Procter & Gamble Company (PG) | 0.2 | $345k | 5.2k | 66.80 | |
TJX Companies (TJX) | 0.2 | $343k | 5.3k | 64.46 | |
FARO Technologies (FARO) | 0.2 | $342k | 7.4k | 45.95 | |
Akorn | 0.2 | $353k | 32k | 11.11 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.2 | $353k | 2.9k | 121.72 | |
Sourcefire | 0.2 | $342k | 11k | 32.41 | |
Kodiak Oil & Gas | 0.2 | $352k | 37k | 9.49 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.2 | $352k | 3.0k | 116.71 | |
Gnc Holdings Inc Cl A | 0.2 | $345k | 12k | 28.95 | |
Ross Stores (ROST) | 0.2 | $338k | 7.1k | 47.47 | |
Utilities SPDR (XLU) | 0.2 | $327k | 9.1k | 35.93 | |
Colfax Corporation | 0.2 | $333k | 12k | 28.50 | |
Calamos Convertible & Hi Income Fund (CHY) | 0.2 | $338k | 29k | 11.55 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.2 | $326k | 9.2k | 35.59 | |
Ralph Lauren Corp (RL) | 0.2 | $325k | 2.4k | 138.18 | |
Hornbeck Offshore Services | 0.2 | $320k | 10k | 31.00 | |
Silicon Motion Technology (SIMO) | 0.2 | $321k | 16k | 20.46 | |
Lowe's Companies (LOW) | 0.1 | $295k | 12k | 25.42 | |
iShares S&P 500 Value Index (IVE) | 0.1 | $292k | 5.1k | 57.75 | |
Nuveen Floating Rate Income Fund (JFR) | 0.1 | $300k | 28k | 10.87 | |
General Electric Company | 0.1 | $273k | 15k | 17.91 | |
Gra (GGG) | 0.1 | $266k | 6.5k | 40.92 | |
Amazon (AMZN) | 0.1 | $267k | 1.5k | 173.38 | |
Edison International (EIX) | 0.1 | $270k | 6.5k | 41.34 | |
iShares Gold Trust | 0.1 | $270k | 18k | 15.21 | |
SolarWinds | 0.1 | $280k | 10k | 27.92 | |
Aberdeen Asia-Pacific Income Fund (FAX) | 0.1 | $270k | 37k | 7.33 | |
Abbott Laboratories (ABT) | 0.1 | $254k | 4.5k | 56.22 | |
Eli Lilly & Co. (LLY) | 0.1 | $260k | 6.2k | 41.64 | |
Apple (AAPL) | 0.1 | $255k | 629.00 | 405.41 | |
Illinois Tool Works (ITW) | 0.1 | $245k | 5.3k | 46.62 | |
OSI Systems (OSIS) | 0.1 | $245k | 5.0k | 48.85 | |
Novagold Resources Inc Cad (NG) | 0.1 | $259k | 31k | 8.49 | |
iShares MSCI ACWI ex US Index Fund (ACWX) | 0.1 | $259k | 7.0k | 36.79 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $243k | 3.3k | 73.64 | |
Verizon Communications (VZ) | 0.1 | $238k | 5.9k | 40.05 | |
Great Basin Gold Ltdcom Stk | 0.1 | $237k | 260k | 0.91 | |
Teva Pharmaceutical Industries (TEVA) | 0.1 | $220k | 5.4k | 40.40 | |
Duke Energy Corporation | 0.1 | $209k | 9.5k | 21.96 | |
Cisco Systems (CSCO) | 0.1 | $218k | 12k | 18.04 | |
Colgate-Palmolive Company (CL) | 0.1 | $221k | 2.4k | 92.47 | |
Sovran Self Storage | 0.1 | $209k | 4.9k | 42.65 | |
iShares S&P 100 Index (OEF) | 0.1 | $205k | 3.6k | 56.94 | |
ProShares UltraShort S&P500 | 0.1 | $193k | 10k | 19.30 | |
Mistras (MG) | 0.1 | $201k | 7.9k | 25.46 | |
Carolina Trust Bank | 0.1 | $187k | 80k | 2.33 | |
Nuveen Munpl Markt Opp Fund | 0.1 | $151k | 11k | 13.81 | |
BlackRock Core Bond Trust (BHK) | 0.1 | $148k | 11k | 13.55 | |
Old Republic International Corporation (ORI) | 0.1 | $130k | 14k | 9.28 | |
Bank of America Corporation (BAC) | 0.1 | $108k | 19k | 5.58 | |
Harte-Hanks | 0.1 | $115k | 13k | 9.10 | |
MELA Sciences | 0.0 | $82k | 22k | 3.71 | |
TCW Strategic Income Fund (TSI) | 0.0 | $71k | 15k | 4.83 | |
Novogen | 0.0 | $7.0k | 17k | 0.42 |