Sheets Smith Wealth Management as of March 31, 2012
Portfolio Holdings for Sheets Smith Wealth Management
Sheets Smith Wealth Management holds 210 positions in its portfolio as reported in the March 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Small-Cap ETF (VB) | 4.3 | $11M | 140k | 78.72 | |
Medco Health Solutions | 3.3 | $8.4M | 120k | 70.30 | |
Tractor Supply Company (TSCO) | 2.6 | $6.6M | 73k | 90.55 | |
iShares Barclays TIPS Bond Fund (TIP) | 2.4 | $6.2M | 59k | 105.09 | |
Ecolab (ECL) | 2.4 | $6.1M | 99k | 61.72 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 2.4 | $6.1M | 52k | 115.64 | |
MetroPCS Communications | 2.4 | $6.1M | 673k | 9.02 | |
Under Armour (UAA) | 2.2 | $5.5M | 59k | 93.99 | |
Nike (NKE) | 2.1 | $5.4M | 50k | 108.45 | |
Estee Lauder Companies (EL) | 2.1 | $5.3M | 85k | 61.94 | |
Visa (V) | 2.1 | $5.3M | 45k | 118.00 | |
Papa John's Int'l (PZZA) | 2.0 | $5.2M | 137k | 37.66 | |
Vanguard REIT ETF (VNQ) | 1.9 | $4.9M | 76k | 63.65 | |
Nu Skin Enterprises (NUS) | 1.8 | $4.7M | 81k | 57.91 | |
Citrix Systems | 1.8 | $4.5M | 57k | 78.91 | |
W.W. Grainger (GWW) | 1.7 | $4.3M | 20k | 214.82 | |
Waters Corporation (WAT) | 1.6 | $4.1M | 44k | 92.66 | |
Henry Schein (HSIC) | 1.5 | $3.8M | 50k | 75.67 | |
Chicago Bridge & Iron Company | 1.4 | $3.5M | 80k | 43.19 | |
Pepsi (PEP) | 1.3 | $3.3M | 50k | 66.35 | |
Sigma-Aldrich Corporation | 1.2 | $3.2M | 43k | 73.05 | |
Spdr S&p 500 Etf (SPY) | 1.2 | $3.0M | 21k | 140.82 | |
Copart (CPRT) | 1.1 | $2.9M | 111k | 26.07 | |
iShares MSCI EAFE Index Fund (EFA) | 1.1 | $2.8M | 51k | 54.90 | |
Noble Energy | 1.1 | $2.8M | 29k | 97.77 | |
Stryker Corporation (SYK) | 1.1 | $2.7M | 49k | 55.48 | |
EMC Corporation | 0.9 | $2.4M | 81k | 29.89 | |
W. P. Carey & Co | 0.9 | $2.4M | 51k | 46.52 | |
Flowserve Corporation (FLS) | 0.9 | $2.4M | 20k | 115.49 | |
Baker Hughes Incorporated | 0.9 | $2.3M | 55k | 41.94 | |
Canadian Natl Ry (CNI) | 0.9 | $2.2M | 28k | 79.43 | |
iShares Dow Jones US Real Estate (IYR) | 0.9 | $2.2M | 36k | 62.31 | |
iShares S&P MidCap 400 Index (IJH) | 0.9 | $2.2M | 22k | 99.22 | |
iShares Russell 3000 Index (IWV) | 0.9 | $2.2M | 27k | 83.28 | |
Qualcomm (QCOM) | 0.8 | $2.2M | 32k | 68.06 | |
Johnson & Johnson (JNJ) | 0.8 | $2.0M | 31k | 65.94 | |
Exxon Mobil Corporation (XOM) | 0.7 | $1.8M | 21k | 86.75 | |
Citi | 0.7 | $1.8M | 48k | 36.54 | |
Coach | 0.7 | $1.7M | 22k | 77.29 | |
International Business Machines (IBM) | 0.7 | $1.7M | 8.0k | 208.70 | |
Fiserv (FI) | 0.6 | $1.6M | 24k | 69.38 | |
Intuit (INTU) | 0.6 | $1.6M | 27k | 60.17 | |
Vanguard Emerging Markets ETF (VWO) | 0.6 | $1.6M | 37k | 43.47 | |
J.M. Smucker Company (SJM) | 0.6 | $1.5M | 19k | 81.33 | |
Schwab U S Broad Market ETF (SCHB) | 0.6 | $1.5M | 45k | 33.92 | |
iShares Russell 2000 Index (IWM) | 0.6 | $1.4M | 18k | 82.78 | |
Hatteras Financial | 0.6 | $1.5M | 52k | 27.90 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.6 | $1.4M | 42k | 33.51 | |
Global Payments (GPN) | 0.6 | $1.4M | 29k | 47.52 | |
PowerShares QQQ Trust, Series 1 | 0.6 | $1.4M | 21k | 67.56 | |
Microsoft Corporation (MSFT) | 0.5 | $1.4M | 43k | 32.26 | |
Sensient Technologies Corporation (SXT) | 0.5 | $1.3M | 35k | 38.00 | |
PowerShares DB Com Indx Trckng Fund | 0.5 | $1.3M | 44k | 28.81 | |
Tam | 0.5 | $1.3M | 50k | 25.14 | |
iShares S&P 500 Index (IVV) | 0.5 | $1.2M | 8.6k | 141.17 | |
Core Laboratories | 0.5 | $1.2M | 9.2k | 131.58 | |
U.S. Bancorp (USB) | 0.5 | $1.2M | 37k | 31.67 | |
Brown & Brown (BRO) | 0.5 | $1.2M | 49k | 23.79 | |
Laboratory Corp. of America Holdings | 0.5 | $1.2M | 13k | 91.51 | |
Canadian Natural Resources (CNQ) | 0.5 | $1.2M | 35k | 33.17 | |
Vanguard Total Bond Market ETF (BND) | 0.5 | $1.1M | 14k | 83.25 | |
AstraZeneca (AZN) | 0.4 | $1.1M | 26k | 44.47 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.4 | $1.1M | 19k | 58.57 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.4 | $1.1M | 24k | 44.22 | |
Vanguard Value ETF (VTV) | 0.4 | $1.1M | 19k | 57.70 | |
Jp Morgan Alerian Mlp Index | 0.4 | $1.1M | 27k | 39.15 | |
Enterprise Products Partners (EPD) | 0.4 | $1.0M | 21k | 50.46 | |
Vanguard Materials ETF (VAW) | 0.4 | $1.0M | 12k | 82.21 | |
Hawkins (HWKN) | 0.4 | $923k | 25k | 37.22 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.4 | $926k | 8.5k | 109.37 | |
Starbucks Corporation (SBUX) | 0.3 | $903k | 16k | 55.89 | |
Schlumberger (SLB) | 0.3 | $859k | 12k | 69.95 | |
SPDR Russell Nomura Small Cap Japan | 0.3 | $845k | 19k | 44.47 | |
Energy Select Sector SPDR (XLE) | 0.3 | $792k | 11k | 71.76 | |
Sally Beauty Holdings (SBH) | 0.3 | $779k | 31k | 24.80 | |
Kansas City Southern | 0.3 | $801k | 11k | 71.70 | |
Family Dollar Stores | 0.3 | $753k | 12k | 63.29 | |
Vanguard Large-Cap ETF (VV) | 0.3 | $772k | 12k | 64.41 | |
BLACKROCK INTL GRWTH & INC T COM Bene Inter (BGY) | 0.3 | $769k | 98k | 7.85 | |
Liquidity Services (LQDT) | 0.3 | $740k | 17k | 44.83 | |
iShares Gold Trust | 0.3 | $740k | 46k | 16.27 | |
iShares S&P Europe 350 Index (IEV) | 0.3 | $747k | 20k | 37.35 | |
Intuitive Surgical (ISRG) | 0.3 | $678k | 1.3k | 541.97 | |
Alexion Pharmaceuticals | 0.3 | $678k | 7.3k | 92.85 | |
Dollar General (DG) | 0.3 | $684k | 15k | 46.22 | |
Fastenal Company (FAST) | 0.3 | $657k | 12k | 54.10 | |
Old Dominion Freight Line (ODFL) | 0.3 | $662k | 14k | 47.64 | |
iShares Russell 1000 Growth Index (IWF) | 0.3 | $675k | 10k | 66.05 | |
AutoZone (AZO) | 0.2 | $626k | 1.7k | 371.95 | |
Perrigo Company | 0.2 | $648k | 6.3k | 103.35 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $648k | 7.0k | 92.92 | |
iShares Dow Jones Select Dividend (DVY) | 0.2 | $642k | 12k | 55.96 | |
iShares S&P SmallCap 600 Index (IJR) | 0.2 | $636k | 8.3k | 76.26 | |
PowerShares FTSE RAFI US 1000 | 0.2 | $632k | 10k | 60.54 | |
MasterCard Incorporated (MA) | 0.2 | $610k | 1.5k | 420.69 | |
Home Depot (HD) | 0.2 | $621k | 12k | 50.28 | |
Texas Capital Bancshares (TCBI) | 0.2 | $609k | 18k | 34.62 | |
Signature Bank (SBNY) | 0.2 | $598k | 9.5k | 63.05 | |
Continental Resources | 0.2 | $576k | 6.7k | 85.83 | |
Union Pacific Corporation (UNP) | 0.2 | $577k | 5.4k | 107.53 | |
Plum Creek Timber | 0.2 | $582k | 14k | 41.57 | |
BB&T Corporation | 0.2 | $580k | 19k | 31.38 | |
Genes (GCO) | 0.2 | $595k | 8.3k | 71.59 | |
PIMCO Corporate Income Fund (PCN) | 0.2 | $589k | 37k | 16.05 | |
Chart Industries (GTLS) | 0.2 | $560k | 7.6k | 73.32 | |
McCormick & Company, Incorporated (MKC) | 0.2 | $550k | 10k | 54.46 | |
First Citizens BancShares (FCNCA) | 0.2 | $536k | 2.9k | 182.75 | |
LKQ Corporation (LKQ) | 0.2 | $536k | 17k | 31.17 | |
O'reilly Automotive (ORLY) | 0.2 | $544k | 6.0k | 91.28 | |
Chevron Corporation (CVX) | 0.2 | $499k | 4.7k | 107.29 | |
Pioneer Natural Resources | 0.2 | $518k | 4.6k | 111.61 | |
Clean Energy Fuels (CLNE) | 0.2 | $515k | 24k | 21.28 | |
Rydex S&P Equal Weight ETF | 0.2 | $506k | 9.8k | 51.90 | |
At&t (T) | 0.2 | $473k | 15k | 31.23 | |
TransDigm Group Incorporated (TDG) | 0.2 | $479k | 4.1k | 115.67 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 0.2 | $475k | 9.2k | 51.54 | |
PetSmart | 0.2 | $447k | 7.8k | 57.16 | |
priceline.com Incorporated | 0.2 | $462k | 644.00 | 717.39 | |
Chipotle Mexican Grill (CMG) | 0.2 | $471k | 1.1k | 418.29 | |
Cummins (CMI) | 0.2 | $430k | 3.6k | 120.04 | |
V.F. Corporation (VFC) | 0.2 | $436k | 3.0k | 146.11 | |
Goodrich Corporation | 0.2 | $437k | 3.5k | 125.39 | |
Washington Real Estate Investment Trust (ELME) | 0.2 | $434k | 15k | 29.67 | |
FARO Technologies (FARO) | 0.2 | $446k | 7.6k | 58.38 | |
Hornbeck Offshore Services | 0.2 | $432k | 10k | 42.07 | |
Triumph (TGI) | 0.2 | $432k | 6.9k | 62.61 | |
Rackspace Hosting | 0.2 | $438k | 7.6k | 57.82 | |
Colfax Corporation | 0.2 | $422k | 12k | 35.28 | |
iShares MSCI ACWI ex US Index Fund (ACWX) | 0.2 | $425k | 10k | 40.84 | |
Gnc Holdings Inc Cl A | 0.2 | $425k | 12k | 34.90 | |
Monster Beverage | 0.2 | $422k | 6.8k | 62.08 | |
Pfizer (PFE) | 0.2 | $418k | 19k | 22.64 | |
Intel Corporation (INTC) | 0.2 | $414k | 15k | 28.10 | |
Ross Stores (ROST) | 0.2 | $419k | 7.2k | 58.12 | |
Allergan | 0.2 | $402k | 4.2k | 95.37 | |
F5 Networks (FFIV) | 0.2 | $403k | 3.0k | 134.96 | |
Approach Resources | 0.2 | $418k | 11k | 36.98 | |
SolarWinds | 0.2 | $401k | 10k | 38.69 | |
Ralph Lauren Corp (RL) | 0.2 | $419k | 2.4k | 174.44 | |
Time Warner Cable | 0.1 | $391k | 4.8k | 81.59 | |
J.B. Hunt Transport Services (JBHT) | 0.1 | $389k | 7.1k | 54.41 | |
Airgas | 0.1 | $385k | 4.3k | 88.89 | |
BE Aerospace | 0.1 | $392k | 8.4k | 46.42 | |
MSC Industrial Direct (MSM) | 0.1 | $371k | 4.5k | 83.28 | |
Marriott International (MAR) | 0.1 | $383k | 10k | 37.85 | |
Wyndham Worldwide Corporation | 0.1 | $375k | 8.1k | 46.46 | |
Lululemon Athletica (LULU) | 0.1 | $394k | 5.3k | 74.66 | |
Valmont Industries (VMI) | 0.1 | $383k | 3.3k | 117.41 | |
Wabtec Corporation (WAB) | 0.1 | $391k | 5.2k | 75.45 | |
Calamos Convertible & Hi Income Fund (CHY) | 0.1 | $387k | 30k | 12.77 | |
Cerner Corporation | 0.1 | $366k | 4.8k | 76.14 | |
Sonoco Products Company (SON) | 0.1 | $367k | 11k | 33.21 | |
Apple (AAPL) | 0.1 | $351k | 585.00 | 600.00 | |
Gra (GGG) | 0.1 | $345k | 6.5k | 53.08 | |
Acuity Brands (AYI) | 0.1 | $368k | 5.9k | 62.91 | |
Oil States International (OIS) | 0.1 | $352k | 4.5k | 78.17 | |
A. O. Smith Corporation (AOS) | 0.1 | $345k | 7.7k | 44.96 | |
iShares Lehman Aggregate Bond (AGG) | 0.1 | $351k | 3.2k | 109.72 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $369k | 2.8k | 131.79 | |
Cardtronics | 0.1 | $367k | 14k | 26.26 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $358k | 9.2k | 39.06 | |
McDonald's Corporation (MCD) | 0.1 | $327k | 3.3k | 97.99 | |
Procter & Gamble Company (PG) | 0.1 | $344k | 5.1k | 67.23 | |
OSI Systems (OSIS) | 0.1 | $326k | 5.3k | 61.21 | |
GeoResources | 0.1 | $343k | 11k | 32.71 | |
Carpenter Technology Corporation (CRS) | 0.1 | $325k | 6.2k | 52.29 | |
iShares S&P 500 Value Index (IVE) | 0.1 | $328k | 5.1k | 64.87 | |
Utilities SPDR (XLU) | 0.1 | $319k | 9.1k | 35.05 | |
SPDR DJ Wilshire REIT (RWR) | 0.1 | $325k | 4.6k | 70.78 | |
Nuveen Floating Rate Income Fund (JFR) | 0.1 | $329k | 28k | 11.92 | |
Hollyfrontier Corp | 0.1 | $330k | 10k | 32.16 | |
General Electric Company | 0.1 | $306k | 15k | 20.08 | |
SYSCO Corporation (SYY) | 0.1 | $317k | 11k | 29.84 | |
Directv | 0.1 | $307k | 6.2k | 49.33 | |
Illinois Tool Works (ITW) | 0.1 | $294k | 5.2k | 57.03 | |
Lowe's Companies (LOW) | 0.1 | $317k | 10k | 31.37 | |
Amazon (AMZN) | 0.1 | $312k | 1.5k | 202.60 | |
MarketAxess Holdings (MKTX) | 0.1 | $303k | 8.1k | 37.24 | |
Sovran Self Storage | 0.1 | $294k | 5.9k | 49.83 | |
Aberdeen Asia-Pacific Income Fund (FAX) | 0.1 | $295k | 40k | 7.30 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.1 | $300k | 2.6k | 117.55 | |
Coca-Cola Company (KO) | 0.1 | $282k | 3.8k | 73.96 | |
Abbott Laboratories (ABT) | 0.1 | $277k | 4.5k | 61.28 | |
Verizon Communications (VZ) | 0.1 | $288k | 7.5k | 38.18 | |
Colgate-Palmolive Company (CL) | 0.1 | $292k | 3.0k | 97.66 | |
Edison International (EIX) | 0.1 | $278k | 6.5k | 42.57 | |
Thermon Group Holdings (THR) | 0.1 | $278k | 14k | 20.48 | |
Eli Lilly & Co. (LLY) | 0.1 | $251k | 6.2k | 40.20 | |
Teva Pharmaceutical Industries (TEVA) | 0.1 | $245k | 5.4k | 45.00 | |
Cisco Systems (CSCO) | 0.1 | $256k | 12k | 21.19 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $244k | 3.3k | 73.94 | |
Staples | 0.1 | $266k | 17k | 16.17 | |
Northern Trust Corporation (NTRS) | 0.1 | $220k | 4.6k | 47.54 | |
Wal-Mart Stores (WMT) | 0.1 | $236k | 3.9k | 61.30 | |
SandRidge Energy | 0.1 | $235k | 30k | 7.83 | |
Novagold Resources Inc Cad (NG) | 0.1 | $219k | 31k | 7.18 | |
SPDR MSCI ACWI ex-US (CWI) | 0.1 | $230k | 7.3k | 31.40 | |
Bank of America Corporation (BAC) | 0.1 | $209k | 22k | 9.58 | |
United Technologies Corporation | 0.1 | $206k | 2.5k | 82.93 | |
Kinder Morgan Energy Partners | 0.1 | $209k | 2.5k | 82.77 | |
SM Energy (SM) | 0.1 | $212k | 3.0k | 70.67 | |
iShares S&P 100 Index (OEF) | 0.1 | $205k | 3.2k | 64.06 | |
SPDR S&P International Dividend (DWX) | 0.1 | $201k | 4.0k | 50.06 | |
Carolina Trust Bank | 0.1 | $184k | 80k | 2.30 | |
Old Republic International Corporation (ORI) | 0.1 | $148k | 14k | 10.56 | |
BlackRock Core Bond Trust (BHK) | 0.1 | $150k | 11k | 13.72 | |
Harte-Hanks | 0.0 | $114k | 13k | 9.02 | |
MELA Sciences | 0.0 | $99k | 22k | 4.48 | |
TCW Strategic Income Fund (TSI) | 0.0 | $76k | 15k | 5.17 | |
Great Basin Gold Ltdcom Stk | 0.0 | $51k | 75k | 0.68 |