Sheets Smith Wealth Management as of June 30, 2012
Portfolio Holdings for Sheets Smith Wealth Management
Sheets Smith Wealth Management holds 192 positions in its portfolio as reported in the June 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 3.3 | $7.2M | 69k | 104.71 | |
Ecolab (ECL) | 3.1 | $6.8M | 99k | 68.53 | |
Papa John's Int'l (PZZA) | 3.0 | $6.4M | 135k | 47.57 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 2.8 | $6.1M | 52k | 117.59 | |
Express Scripts Holding | 2.6 | $5.7M | 103k | 55.83 | |
Visa (V) | 2.5 | $5.4M | 44k | 123.63 | |
Vanguard REIT ETF (VNQ) | 2.3 | $5.0M | 76k | 65.42 | |
Citrix Systems | 2.2 | $4.8M | 57k | 83.93 | |
Estee Lauder Companies (EL) | 2.1 | $4.5M | 82k | 54.12 | |
Nike (NKE) | 2.0 | $4.4M | 50k | 87.78 | |
Target Corporation (TGT) | 1.9 | $4.2M | 72k | 58.19 | |
MetroPCS Communications | 1.9 | $4.1M | 673k | 6.05 | |
Henry Schein (HSIC) | 1.8 | $3.9M | 50k | 78.50 | |
Tractor Supply Company (TSCO) | 1.8 | $3.9M | 47k | 83.06 | |
Waters Corporation (WAT) | 1.6 | $3.5M | 44k | 79.46 | |
Pepsi (PEP) | 1.6 | $3.5M | 50k | 70.66 | |
Schlumberger (SLB) | 1.6 | $3.5M | 54k | 64.90 | |
W.W. Grainger (GWW) | 1.5 | $3.3M | 17k | 191.24 | |
Nu Skin Enterprises (NUS) | 1.5 | $3.2M | 68k | 46.90 | |
Sigma-Aldrich Corporation | 1.5 | $3.2M | 43k | 73.93 | |
Statoil ASA | 1.4 | $3.1M | 131k | 23.86 | |
Spdr S&p 500 Etf (SPY) | 1.3 | $2.9M | 21k | 136.12 | |
Copart (CPRT) | 1.3 | $2.7M | 116k | 23.69 | |
Chicago Bridge & Iron Company | 1.2 | $2.6M | 68k | 37.95 | |
W. P. Carey & Co | 1.1 | $2.5M | 53k | 46.04 | |
Noble Energy | 1.1 | $2.4M | 29k | 84.81 | |
Canadian Natl Ry (CNI) | 1.1 | $2.4M | 28k | 84.38 | |
Flowserve Corporation (FLS) | 1.1 | $2.3M | 20k | 114.75 | |
iShares Dow Jones US Real Estate (IYR) | 1.1 | $2.3M | 36k | 63.92 | |
iShares MSCI EAFE Index Fund (EFA) | 1.0 | $2.2M | 45k | 49.97 | |
iShares S&P MidCap 400 Index (IJH) | 1.0 | $2.1M | 23k | 94.17 | |
EMC Corporation | 0.9 | $2.0M | 76k | 25.63 | |
iShares Russell 3000 Index (IWV) | 0.8 | $1.8M | 22k | 80.38 | |
Fiserv (FI) | 0.8 | $1.7M | 24k | 72.24 | |
Johnson & Johnson (JNJ) | 0.8 | $1.6M | 24k | 67.54 | |
Hatteras Financial | 0.8 | $1.6M | 57k | 28.59 | |
Intuit (INTU) | 0.7 | $1.6M | 27k | 59.36 | |
American International (AIG) | 0.7 | $1.5M | 47k | 32.09 | |
Schwab U S Broad Market ETF (SCHB) | 0.7 | $1.5M | 46k | 32.68 | |
Global Payments (GPN) | 0.7 | $1.5M | 34k | 43.23 | |
Jp Morgan Alerian Mlp Index | 0.7 | $1.5M | 39k | 38.76 | |
Exxon Mobil Corporation (XOM) | 0.7 | $1.5M | 17k | 85.55 | |
J.M. Smucker Company (SJM) | 0.7 | $1.4M | 19k | 75.54 | |
iShares Russell 2000 Index (IWM) | 0.6 | $1.4M | 18k | 79.57 | |
International Business Machines (IBM) | 0.6 | $1.4M | 6.9k | 195.64 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.6 | $1.4M | 42k | 32.31 | |
Brown & Brown (BRO) | 0.6 | $1.3M | 49k | 27.28 | |
Microsoft Corporation (MSFT) | 0.6 | $1.3M | 43k | 30.60 | |
Qualcomm (QCOM) | 0.6 | $1.3M | 24k | 55.68 | |
PowerShares QQQ Trust, Series 1 | 0.6 | $1.3M | 21k | 64.17 | |
Sensient Technologies Corporation (SXT) | 0.6 | $1.3M | 35k | 36.74 | |
U.S. Bancorp (USB) | 0.6 | $1.2M | 37k | 32.17 | |
iShares S&P 500 Index (IVV) | 0.6 | $1.2M | 8.7k | 136.81 | |
Vanguard Total Bond Market ETF (BND) | 0.5 | $1.2M | 14k | 84.36 | |
PowerShares DB Com Indx Trckng Fund | 0.5 | $1.1M | 44k | 25.76 | |
Laboratory Corp. of America Holdings | 0.5 | $1.1M | 12k | 92.59 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.5 | $1.1M | 19k | 56.69 | |
Enterprise Products Partners (EPD) | 0.5 | $1.0M | 20k | 51.23 | |
Vanguard Value ETF (VTV) | 0.5 | $1.0M | 19k | 55.92 | |
Hawkins (HWKN) | 0.5 | $1.0M | 27k | 38.17 | |
Coach | 0.5 | $990k | 17k | 58.46 | |
Canadian Natural Resources (CNQ) | 0.4 | $943k | 35k | 26.85 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.4 | $932k | 8.5k | 110.07 | |
Dollar Tree (DLTR) | 0.4 | $898k | 17k | 53.80 | |
Starbucks Corporation (SBUX) | 0.4 | $850k | 16k | 53.32 | |
Sally Beauty Holdings (SBH) | 0.4 | $842k | 33k | 25.74 | |
Dollar General (DG) | 0.4 | $844k | 16k | 54.40 | |
Family Dollar Stores | 0.4 | $792k | 12k | 66.57 | |
Alexion Pharmaceuticals | 0.4 | $794k | 8.0k | 99.29 | |
Stryker Corporation (SYK) | 0.3 | $751k | 14k | 55.10 | |
Perrigo Company | 0.3 | $728k | 6.2k | 117.93 | |
Vanguard Large-Cap ETF (VV) | 0.3 | $744k | 12k | 62.06 | |
Core Laboratories | 0.3 | $719k | 6.2k | 115.97 | |
Lowe's Companies (LOW) | 0.3 | $715k | 25k | 28.45 | |
BLACKROCK INTL GRWTH & INC T COM Bene Inter (BGY) | 0.3 | $698k | 98k | 7.12 | |
Union Pacific Corporation (UNP) | 0.3 | $666k | 5.6k | 119.31 | |
Apple (AAPL) | 0.3 | $663k | 1.1k | 584.14 | |
iShares Russell 1000 Growth Index (IWF) | 0.3 | $675k | 11k | 63.26 | |
iShares S&P Europe 350 Index (IEV) | 0.3 | $674k | 20k | 33.70 | |
AutoZone (AZO) | 0.3 | $638k | 1.7k | 367.09 | |
Aberdeen Asia-Pacific Income Fund (FAX) | 0.3 | $646k | 85k | 7.64 | |
iShares Dow Jones Select Dividend (DVY) | 0.3 | $636k | 11k | 56.21 | |
McCormick & Company, Incorporated (MKC) | 0.3 | $613k | 10k | 60.69 | |
iShares S&P SmallCap 600 Index (IJR) | 0.3 | $611k | 8.3k | 73.26 | |
PowerShares FTSE RAFI US 1000 | 0.3 | $607k | 10k | 58.14 | |
PIMCO Corporate Income Fund (PCN) | 0.3 | $606k | 37k | 16.51 | |
American Tower Reit (AMT) | 0.3 | $607k | 8.7k | 69.91 | |
Walt Disney Company (DIS) | 0.3 | $588k | 12k | 48.51 | |
Home Depot (HD) | 0.3 | $557k | 11k | 53.03 | |
BB&T Corporation | 0.3 | $566k | 18k | 30.87 | |
TransDigm Group Incorporated (TDG) | 0.3 | $572k | 4.3k | 134.24 | |
Ashland | 0.2 | $540k | 7.8k | 69.31 | |
SolarWinds | 0.2 | $531k | 12k | 43.52 | |
At&t (T) | 0.2 | $522k | 15k | 35.63 | |
PetSmart | 0.2 | $526k | 7.7k | 68.18 | |
Sxc Health Solutions Corp | 0.2 | $510k | 5.1k | 99.30 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 0.2 | $514k | 9.8k | 52.34 | |
First Citizens BancShares (FCNCA) | 0.2 | $489k | 2.9k | 166.72 | |
MSC Industrial Direct (MSM) | 0.2 | $492k | 6.9k | 71.22 | |
TJX Companies (TJX) | 0.2 | $490k | 11k | 42.93 | |
Gnc Holdings Inc Cl A | 0.2 | $488k | 13k | 39.18 | |
J.B. Hunt Transport Services (JBHT) | 0.2 | $481k | 8.1k | 59.60 | |
Rydex S&P Equal Weight ETF | 0.2 | $483k | 9.8k | 49.54 | |
Ross Stores (ROST) | 0.2 | $443k | 7.1k | 62.51 | |
Pfizer (PFE) | 0.2 | $425k | 19k | 23.01 | |
Chevron Corporation (CVX) | 0.2 | $426k | 4.0k | 105.47 | |
Goodrich Corporation | 0.2 | $433k | 3.4k | 126.87 | |
Washington Real Estate Investment Trust (ELME) | 0.2 | $436k | 15k | 28.45 | |
Wyndham Worldwide Corporation | 0.2 | $437k | 8.3k | 52.76 | |
Cerner Corporation | 0.2 | $412k | 5.0k | 82.63 | |
Intuitive Surgical (ISRG) | 0.2 | $419k | 757.00 | 553.50 | |
Marriott International (MAR) | 0.2 | $419k | 11k | 39.21 | |
Under Armour (UAA) | 0.2 | $407k | 4.3k | 94.52 | |
American Vanguard (AVD) | 0.2 | $406k | 15k | 26.61 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $415k | 4.4k | 93.38 | |
Valmont Industries (VMI) | 0.2 | $405k | 3.3k | 121.08 | |
Vivus | 0.2 | $402k | 14k | 28.54 | |
Mellanox Technologies | 0.2 | $403k | 5.7k | 70.90 | |
MasterCard Incorporated (MA) | 0.2 | $379k | 881.00 | 430.19 | |
Intel Corporation (INTC) | 0.2 | $393k | 15k | 26.66 | |
Allergan | 0.2 | $389k | 4.2k | 92.46 | |
Clean Energy Fuels (CLNE) | 0.2 | $388k | 25k | 15.52 | |
Old Dominion Freight Line (ODFL) | 0.2 | $379k | 8.7k | 43.33 | |
Wabtec Corporation (WAB) | 0.2 | $396k | 5.1k | 78.09 | |
A. O. Smith Corporation (AOS) | 0.2 | $382k | 7.8k | 48.84 | |
Kansas City Southern | 0.2 | $394k | 5.7k | 69.54 | |
GeoResources | 0.2 | $379k | 10k | 36.64 | |
Calamos Convertible & Hi Income Fund (CHY) | 0.2 | $387k | 31k | 12.56 | |
iShares MSCI ACWI ex US Index Fund (ACWX) | 0.2 | $388k | 10k | 37.15 | |
Signature Bank (SBNY) | 0.2 | $366k | 6.0k | 60.91 | |
Airgas | 0.2 | $370k | 4.4k | 83.98 | |
BE Aerospace | 0.2 | $363k | 8.3k | 43.70 | |
Verizon Communications (VZ) | 0.2 | $364k | 8.2k | 44.48 | |
Whole Foods Market | 0.2 | $373k | 3.9k | 95.23 | |
D.R. Horton (DHI) | 0.2 | $369k | 20k | 18.40 | |
Saia (SAIA) | 0.2 | $363k | 17k | 21.90 | |
Cirrus Logic (CRUS) | 0.2 | $373k | 13k | 29.85 | |
iShares Lehman Aggregate Bond (AGG) | 0.2 | $357k | 3.2k | 111.21 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.2 | $360k | 2.8k | 128.57 | |
Web | 0.2 | $368k | 20k | 18.26 | |
Fresh Market | 0.2 | $376k | 7.0k | 53.61 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.2 | $358k | 9.2k | 39.03 | |
SPDR Russell Nomura Small Cap Japan | 0.2 | $374k | 9.0k | 41.56 | |
Amazon (AMZN) | 0.2 | $352k | 1.5k | 228.57 | |
OSI Systems (OSIS) | 0.2 | $339k | 5.4k | 63.28 | |
athenahealth | 0.2 | $349k | 4.4k | 79.25 | |
McDonald's Corporation (MCD) | 0.1 | $331k | 3.7k | 88.50 | |
Bed Bath & Beyond | 0.1 | $331k | 5.3k | 61.88 | |
Sonoco Products Company (SON) | 0.1 | $333k | 11k | 30.14 | |
SYSCO Corporation (SYY) | 0.1 | $317k | 11k | 29.84 | |
Utilities SPDR (XLU) | 0.1 | $333k | 9.0k | 37.00 | |
O'reilly Automotive (ORLY) | 0.1 | $319k | 3.8k | 83.73 | |
SPDR DJ Wilshire REIT (RWR) | 0.1 | $331k | 4.5k | 72.89 | |
Nuveen Floating Rate Income Fund (JFR) | 0.1 | $320k | 28k | 11.59 | |
Directv | 0.1 | $304k | 6.2k | 48.85 | |
Gra (GGG) | 0.1 | $300k | 6.5k | 46.15 | |
Edison International (EIX) | 0.1 | $302k | 6.5k | 46.24 | |
Sovran Self Storage | 0.1 | $296k | 5.9k | 50.17 | |
iShares S&P 500 Value Index (IVE) | 0.1 | $299k | 4.8k | 62.32 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $308k | 1.8k | 171.11 | |
Abbott Laboratories (ABT) | 0.1 | $279k | 4.3k | 64.57 | |
General Electric Company | 0.1 | $270k | 13k | 20.86 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $276k | 3.3k | 83.64 | |
Procter & Gamble Company (PG) | 0.1 | $290k | 4.7k | 61.32 | |
MAKO Surgical | 0.1 | $277k | 11k | 25.65 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.1 | $282k | 2.4k | 119.85 | |
Thermon Group Holdings (THR) | 0.1 | $287k | 14k | 20.67 | |
Coca-Cola Company (KO) | 0.1 | $259k | 3.3k | 78.15 | |
Wal-Mart Stores (WMT) | 0.1 | $261k | 3.8k | 69.60 | |
Eli Lilly & Co. (LLY) | 0.1 | $268k | 6.2k | 42.92 | |
Staples | 0.1 | $256k | 20k | 13.03 | |
Tyler Technologies (TYL) | 0.1 | $262k | 6.5k | 40.33 | |
Liquidity Services (LQDT) | 0.1 | $268k | 8.3k | 32.36 | |
E.I. du Pont de Nemours & Company | 0.1 | $229k | 4.5k | 50.63 | |
AstraZeneca (AZN) | 0.1 | $246k | 5.5k | 44.73 | |
Colgate-Palmolive Company (CL) | 0.1 | $238k | 2.3k | 103.93 | |
Illinois Tool Works (ITW) | 0.1 | $229k | 4.3k | 52.95 | |
Carolina Trust Bank | 0.1 | $240k | 80k | 3.00 | |
Northern Trust Corporation (NTRS) | 0.1 | $213k | 4.6k | 46.02 | |
Teva Pharmaceutical Industries (TEVA) | 0.1 | $209k | 5.3k | 39.47 | |
Cisco Systems (CSCO) | 0.1 | $207k | 12k | 17.13 | |
SPDR MSCI ACWI ex-US (CWI) | 0.1 | $209k | 7.3k | 28.58 | |
Bank of America Corporation (BAC) | 0.1 | $175k | 21k | 8.18 | |
Novagold Resources Inc Cad (NG) | 0.1 | $164k | 31k | 5.29 | |
Nuveen Munpl Markt Opp Fund | 0.1 | $162k | 11k | 14.47 | |
BlackRock Core Bond Trust (BHK) | 0.1 | $158k | 11k | 14.44 | |
Nuveen Municipal Income Fund (NMI) | 0.1 | $149k | 13k | 11.92 | |
Old Republic International Corporation (ORI) | 0.1 | $116k | 14k | 8.28 | |
Harte-Hanks | 0.1 | $115k | 13k | 9.10 | |
TCW Strategic Income Fund (TSI) | 0.0 | $76k | 15k | 5.17 | |
MELA Sciences | 0.0 | $72k | 22k | 3.25 | |
Great Basin Gold Ltdcom Stk | 0.0 | $48k | 75k | 0.64 |