Sheets Smith Wealth Management as of Sept. 30, 2012
Portfolio Holdings for Sheets Smith Wealth Management
Sheets Smith Wealth Management holds 230 positions in its portfolio as reported in the September 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
MetroPCS Communications | 3.0 | $7.9M | 672k | 11.71 | |
Papa John's Int'l (PZZA) | 2.7 | $7.2M | 135k | 53.41 | |
iShares Barclays TIPS Bond Fund (TIP) | 2.5 | $6.6M | 62k | 105.76 | |
Ecolab (ECL) | 2.4 | $6.4M | 99k | 64.81 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 2.3 | $6.2M | 51k | 121.77 | |
Visa (V) | 2.2 | $5.9M | 44k | 134.28 | |
Estee Lauder Companies (EL) | 1.9 | $5.1M | 82k | 61.57 | |
Apple (AAPL) | 1.9 | $4.9M | 7.4k | 667.07 | |
Vanguard REIT ETF (VNQ) | 1.8 | $4.8M | 74k | 64.96 | |
Nike (NKE) | 1.8 | $4.7M | 49k | 94.91 | |
Target Corporation (TGT) | 1.7 | $4.6M | 72k | 63.48 | |
Citrix Systems | 1.6 | $4.3M | 57k | 76.53 | |
Henry Schein (HSIC) | 1.5 | $4.1M | 52k | 79.21 | |
Tractor Supply Company (TSCO) | 1.5 | $4.0M | 41k | 98.90 | |
Schlumberger (SLB) | 1.5 | $3.9M | 54k | 72.32 | |
Waters Corporation (WAT) | 1.4 | $3.6M | 43k | 83.33 | |
W.W. Grainger (GWW) | 1.3 | $3.4M | 16k | 208.35 | |
Statoil ASA | 1.3 | $3.4M | 132k | 25.79 | |
iShares MSCI EAFE Index Fund (EFA) | 1.2 | $3.3M | 62k | 53.00 | |
Copart (CPRT) | 1.2 | $3.2M | 116k | 27.72 | |
Sigma-Aldrich Corporation | 1.2 | $3.1M | 43k | 71.96 | |
Spdr S&p 500 Etf (SPY) | 1.2 | $3.1M | 22k | 143.98 | |
Pepsi (PEP) | 1.1 | $3.1M | 43k | 70.76 | |
Watson Pharmaceuticals | 1.1 | $2.8M | 33k | 85.16 | |
Nu Skin Enterprises (NUS) | 1.0 | $2.7M | 69k | 38.84 | |
EMC Corporation | 1.0 | $2.7M | 98k | 27.27 | |
Chicago Bridge & Iron Company | 1.0 | $2.7M | 70k | 38.08 | |
Monsanto Company | 1.0 | $2.6M | 29k | 91.02 | |
Noble Energy | 1.0 | $2.6M | 29k | 92.61 | |
Flowserve Corporation (FLS) | 1.0 | $2.6M | 20k | 127.75 | |
PowerShares Preferred Portfolio | 1.0 | $2.6M | 177k | 14.78 | |
Wp Carey (WPC) | 1.0 | $2.6M | 53k | 49.00 | |
Canadian Natl Ry (CNI) | 0.9 | $2.5M | 28k | 88.23 | |
TJX Companies (TJX) | 0.9 | $2.4M | 55k | 44.79 | |
International Business Machines (IBM) | 0.9 | $2.4M | 12k | 207.47 | |
Enterprise Products Partners (EPD) | 0.9 | $2.3M | 44k | 53.59 | |
iShares Dow Jones US Real Estate (IYR) | 0.9 | $2.3M | 36k | 64.39 | |
iShares S&P MidCap 400 Index (IJH) | 0.8 | $2.2M | 23k | 98.69 | |
Whole Foods Market | 0.8 | $2.1M | 22k | 97.41 | |
iShares Russell 3000 Index (IWV) | 0.8 | $2.1M | 24k | 84.87 | |
Qualcomm (QCOM) | 0.7 | $2.0M | 31k | 62.48 | |
Gilead Sciences (GILD) | 0.7 | $1.7M | 26k | 66.32 | |
Hatteras Financial | 0.7 | $1.7M | 61k | 28.20 | |
Exxon Mobil Corporation (XOM) | 0.6 | $1.7M | 18k | 91.43 | |
Johnson & Johnson (JNJ) | 0.6 | $1.6M | 24k | 68.91 | |
J.M. Smucker Company (SJM) | 0.6 | $1.6M | 19k | 86.33 | |
Ross Stores (ROST) | 0.6 | $1.6M | 25k | 64.57 | |
Intuit (INTU) | 0.6 | $1.6M | 27k | 58.87 | |
Vanguard Small-Cap ETF (VB) | 0.6 | $1.6M | 20k | 80.14 | |
United Technologies Corporation | 0.6 | $1.6M | 20k | 78.27 | |
iShares Russell 2000 Index (IWM) | 0.6 | $1.5M | 18k | 83.46 | |
Jp Morgan Alerian Mlp Index | 0.6 | $1.6M | 38k | 40.45 | |
Schwab U S Broad Market ETF (SCHB) | 0.6 | $1.5M | 44k | 34.55 | |
Magellan Midstream Partners | 0.6 | $1.5M | 17k | 87.48 | |
PowerShares QQQ Trust, Series 1 | 0.6 | $1.5M | 21k | 68.55 | |
Global Payments (GPN) | 0.5 | $1.4M | 33k | 41.83 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.5 | $1.4M | 41k | 34.17 | |
iShares S&P 500 Index (IVV) | 0.5 | $1.3M | 9.3k | 144.38 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.5 | $1.3M | 31k | 42.97 | |
Microsoft Corporation (MSFT) | 0.5 | $1.3M | 44k | 29.75 | |
U.S. Bancorp (USB) | 0.5 | $1.3M | 38k | 34.30 | |
Sensient Technologies Corporation (SXT) | 0.5 | $1.3M | 35k | 36.77 | |
PowerShares DB Com Indx Trckng Fund | 0.5 | $1.3M | 44k | 28.67 | |
Celgene Corporation | 0.5 | $1.2M | 16k | 76.43 | |
Bristol Myers Squibb (BMY) | 0.5 | $1.2M | 35k | 33.75 | |
Abbott Laboratories (ABT) | 0.4 | $1.2M | 17k | 68.55 | |
iShares Gold Trust | 0.4 | $1.1M | 66k | 17.27 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.4 | $1.1M | 19k | 59.68 | |
Vanguard Total Bond Market ETF (BND) | 0.4 | $1.1M | 13k | 85.18 | |
Laboratory Corp. of America Holdings | 0.4 | $1.1M | 12k | 92.51 | |
Hawkins (HWKN) | 0.4 | $1.1M | 27k | 41.57 | |
Canadian Natural Resources (CNQ) | 0.4 | $1.1M | 35k | 30.78 | |
Vanguard Value ETF (VTV) | 0.4 | $1.1M | 19k | 58.72 | |
Accenture (ACN) | 0.4 | $1.1M | 15k | 70.02 | |
Philip Morris International (PM) | 0.4 | $1.0M | 12k | 89.95 | |
Fiserv (FI) | 0.4 | $1.0M | 14k | 74.05 | |
Materials SPDR (XLB) | 0.4 | $1.0M | 28k | 36.80 | |
Coach | 0.4 | $949k | 17k | 56.03 | |
Xcel Energy (XEL) | 0.4 | $966k | 35k | 27.72 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.4 | $948k | 8.5k | 111.96 | |
Alexion Pharmaceuticals | 0.3 | $926k | 8.1k | 114.38 | |
Cibc Cad (CM) | 0.3 | $876k | 11k | 78.21 | |
Brown & Brown (BRO) | 0.3 | $845k | 32k | 26.06 | |
Directv | 0.3 | $859k | 16k | 52.46 | |
Energy Select Sector SPDR (XLE) | 0.3 | $859k | 12k | 73.44 | |
Union Pacific Corporation (UNP) | 0.3 | $822k | 6.9k | 118.72 | |
Family Dollar Stores | 0.3 | $789k | 12k | 66.31 | |
Vanguard Large-Cap ETF (VV) | 0.3 | $755k | 12k | 65.70 | |
Core Laboratories | 0.3 | $729k | 6.0k | 121.50 | |
Stryker Corporation (SYK) | 0.3 | $731k | 13k | 55.67 | |
Sally Beauty Holdings (SBH) | 0.3 | $724k | 29k | 25.07 | |
iShares S&P Europe 350 Index (IEV) | 0.3 | $730k | 20k | 36.50 | |
Aberdeen Asia-Pacific Income Fund (FAX) | 0.3 | $725k | 93k | 7.78 | |
Verizon Communications (VZ) | 0.3 | $698k | 15k | 45.56 | |
iShares Russell 1000 Growth Index (IWF) | 0.3 | $699k | 11k | 66.69 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $664k | 16k | 41.34 | |
Walt Disney Company (DIS) | 0.2 | $672k | 13k | 52.28 | |
SolarWinds | 0.2 | $676k | 12k | 55.76 | |
iShares Dow Jones Select Dividend (DVY) | 0.2 | $666k | 12k | 57.66 | |
PowerShares FTSE RAFI US 1000 | 0.2 | $658k | 11k | 61.50 | |
PIMCO Corporate Income Fund (PCN) | 0.2 | $675k | 37k | 18.39 | |
Pvr Partners | 0.2 | $657k | 26k | 25.37 | |
BlackRock (BLK) | 0.2 | $637k | 3.6k | 178.18 | |
Home Depot (HD) | 0.2 | $633k | 11k | 60.41 | |
ConocoPhillips (COP) | 0.2 | $644k | 11k | 57.19 | |
Starbucks Corporation (SBUX) | 0.2 | $633k | 13k | 50.72 | |
TransDigm Group Incorporated (TDG) | 0.2 | $636k | 4.5k | 141.93 | |
iShares S&P SmallCap 600 Index (IJR) | 0.2 | $643k | 8.3k | 77.10 | |
BB&T Corporation | 0.2 | $612k | 19k | 33.15 | |
Chart Industries (GTLS) | 0.2 | $616k | 8.3k | 73.81 | |
D.R. Horton (DHI) | 0.2 | $581k | 28k | 20.64 | |
At&t (T) | 0.2 | $558k | 15k | 37.73 | |
American Vanguard (AVD) | 0.2 | $550k | 16k | 34.81 | |
Ashland | 0.2 | $563k | 7.9k | 71.57 | |
M.D.C. Holdings | 0.2 | $547k | 14k | 38.54 | |
PetSmart | 0.2 | $542k | 7.9k | 68.97 | |
Colgate-Palmolive Company (CL) | 0.2 | $529k | 4.9k | 107.28 | |
Rydex S&P Equal Weight ETF | 0.2 | $521k | 10k | 52.23 | |
Dollar General (DG) | 0.2 | $523k | 10k | 51.57 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 0.2 | $534k | 10k | 52.86 | |
Catamaran | 0.2 | $523k | 5.3k | 98.01 | |
Under Armour (UAA) | 0.2 | $501k | 9.0k | 55.84 | |
Comcast Corporation (CMCSA) | 0.2 | $477k | 13k | 35.72 | |
First Citizens BancShares (FCNCA) | 0.2 | $478k | 2.9k | 162.97 | |
Chevron Corporation (CVX) | 0.2 | $486k | 4.2k | 116.63 | |
eBay (EBAY) | 0.2 | $482k | 10k | 48.36 | |
Dorman Products (DORM) | 0.2 | $490k | 16k | 31.53 | |
athenahealth | 0.2 | $493k | 5.4k | 91.99 | |
A. O. Smith Corporation (AOS) | 0.2 | $468k | 8.1k | 57.58 | |
Vitamin Shoppe | 0.2 | $475k | 8.1k | 58.37 | |
iShares MSCI ACWI ex US Index Fund (ACWX) | 0.2 | $475k | 12k | 39.40 | |
Gnc Holdings Inc Cl A | 0.2 | $481k | 12k | 38.98 | |
Eli Lilly & Co. (LLY) | 0.2 | $448k | 9.4k | 47.44 | |
Pfizer (PFE) | 0.2 | $464k | 19k | 24.85 | |
Eagle Materials (EXP) | 0.2 | $441k | 9.5k | 46.27 | |
Oceaneering International (OII) | 0.2 | $448k | 8.1k | 55.23 | |
Valmont Industries (VMI) | 0.2 | $441k | 3.4k | 131.64 | |
Kansas City Southern | 0.2 | $444k | 5.9k | 75.73 | |
Signature Bank (SBNY) | 0.2 | $415k | 6.2k | 67.10 | |
PPG Industries (PPG) | 0.2 | $421k | 3.7k | 114.87 | |
Marriott International (MAR) | 0.2 | $414k | 11k | 39.06 | |
Gra (GGG) | 0.2 | $427k | 6.5k | 65.69 | |
Wyndham Worldwide Corporation | 0.2 | $440k | 8.4k | 52.49 | |
CF Industries Holdings (CF) | 0.2 | $417k | 1.9k | 222.40 | |
Investors Ban | 0.2 | $423k | 23k | 18.23 | |
Chico's FAS | 0.2 | $428k | 24k | 18.11 | |
Hornbeck Offshore Services | 0.2 | $424k | 12k | 36.66 | |
OSI Systems (OSIS) | 0.2 | $435k | 5.6k | 77.85 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $426k | 4.4k | 96.31 | |
Randgold Resources | 0.2 | $419k | 3.4k | 123.02 | |
Wabtec Corporation (WAB) | 0.2 | $427k | 5.3k | 80.22 | |
Fresh Market | 0.2 | $423k | 7.1k | 59.94 | |
BLACKROCK INTL GRWTH & INC T COM Bene Inter (BGY) | 0.2 | $423k | 58k | 7.29 | |
Altisource Portfolio Solns S reg (ASPS) | 0.1 | $399k | 4.6k | 86.29 | |
Teradata Corporation (TDC) | 0.1 | $396k | 5.2k | 75.50 | |
Sherwin-Williams Company (SHW) | 0.1 | $401k | 2.7k | 148.79 | |
Foot Locker (FL) | 0.1 | $393k | 11k | 35.49 | |
Mohawk Industries (MHK) | 0.1 | $393k | 4.9k | 80.01 | |
Cadence Design Systems (CDNS) | 0.1 | $394k | 31k | 12.86 | |
Washington Real Estate Investment Trust (ELME) | 0.1 | $395k | 15k | 26.82 | |
PolyOne Corporation | 0.1 | $391k | 24k | 16.58 | |
Old Dominion Freight Line (ODFL) | 0.1 | $405k | 13k | 30.15 | |
Panera Bread Company | 0.1 | $400k | 2.3k | 170.79 | |
Portfolio Recovery Associates | 0.1 | $402k | 3.8k | 104.44 | |
Bio-Reference Laboratories | 0.1 | $409k | 14k | 28.57 | |
Scripps Networks Interactive | 0.1 | $399k | 6.5k | 61.30 | |
Calamos Convertible & Hi Income Fund (CHY) | 0.1 | $390k | 31k | 12.64 | |
IAC/InterActive | 0.1 | $371k | 7.1k | 52.06 | |
General Electric Company | 0.1 | $385k | 17k | 22.74 | |
LKQ Corporation (LKQ) | 0.1 | $363k | 20k | 18.49 | |
Procter & Gamble Company (PG) | 0.1 | $375k | 5.4k | 69.32 | |
0.1 | $379k | 502.00 | 754.98 | ||
Atwood Oceanics | 0.1 | $378k | 8.3k | 45.49 | |
Dril-Quip (DRQ) | 0.1 | $365k | 5.1k | 71.96 | |
Phillips-Van Heusen Corporation | 0.1 | $371k | 4.0k | 93.69 | |
PrivateBan | 0.1 | $370k | 23k | 16.01 | |
iShares Lehman Aggregate Bond (AGG) | 0.1 | $385k | 3.4k | 112.57 | |
Mellanox Technologies | 0.1 | $379k | 3.7k | 101.42 | |
SPDR Russell Nomura Small Cap Japan | 0.1 | $371k | 9.0k | 41.22 | |
McDonald's Corporation (MCD) | 0.1 | $343k | 3.7k | 91.64 | |
Sonoco Products Company (SON) | 0.1 | $342k | 11k | 30.95 | |
Gartner (IT) | 0.1 | $356k | 7.7k | 46.08 | |
Sovran Self Storage | 0.1 | $341k | 5.9k | 57.80 | |
Vascular Solutions | 0.1 | $343k | 23k | 14.79 | |
Cardtronics | 0.1 | $355k | 12k | 29.78 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $354k | 8.9k | 39.87 | |
Nuveen Floating Rate Income Fund (JFR) | 0.1 | $351k | 28k | 12.49 | |
Thermon Group Holdings (THR) | 0.1 | $355k | 14k | 24.96 | |
Francescas Hldgs Corp | 0.1 | $353k | 12k | 30.74 | |
SYSCO Corporation (SYY) | 0.1 | $332k | 11k | 31.25 | |
Novartis (NVS) | 0.1 | $318k | 5.2k | 61.17 | |
Midcap Spdr Trust Series 1 untsr1 | 0.1 | $324k | 1.8k | 180.00 | |
McCormick & Company, Incorporated (MKC) | 0.1 | $316k | 5.1k | 61.96 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $308k | 2.3k | 133.91 | |
Utilities SPDR (XLU) | 0.1 | $328k | 9.0k | 36.44 | |
3D Systems Corporation (DDD) | 0.1 | $327k | 10k | 32.81 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $283k | 3.3k | 85.76 | |
Edison International (EIX) | 0.1 | $298k | 6.5k | 45.63 | |
Tyler Technologies (TYL) | 0.1 | $295k | 6.7k | 44.03 | |
SPDR DJ Wilshire REIT (RWR) | 0.1 | $296k | 4.1k | 72.05 | |
Wal-Mart Stores (WMT) | 0.1 | $277k | 3.8k | 73.87 | |
Duke Energy Corporation | 0.1 | $264k | 4.1k | 64.86 | |
Intel Corporation (INTC) | 0.1 | $280k | 12k | 22.68 | |
Lowe's Companies (LOW) | 0.1 | $279k | 9.2k | 30.27 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.1 | $267k | 2.2k | 121.75 | |
Coca-Cola Company (KO) | 0.1 | $243k | 6.4k | 37.98 | |
Cisco Systems (CSCO) | 0.1 | $231k | 12k | 19.12 | |
iShares S&P 500 Value Index (IVE) | 0.1 | $242k | 3.7k | 65.80 | |
Northern Trust Corporation (NTRS) | 0.1 | $215k | 4.6k | 46.46 | |
Genuine Parts Company (GPC) | 0.1 | $214k | 3.5k | 61.14 | |
AstraZeneca (AZN) | 0.1 | $215k | 4.5k | 47.78 | |
Amgen (AMGN) | 0.1 | $204k | 2.4k | 84.37 | |
Illinois Tool Works (ITW) | 0.1 | $220k | 3.7k | 59.57 | |
Kinder Morgan Energy Partners | 0.1 | $208k | 2.5k | 82.38 | |
PowerShares FTSE RAFI US 1500 Small-Mid | 0.1 | $210k | 3.1k | 67.57 | |
SPDR MSCI ACWI ex-US (CWI) | 0.1 | $207k | 6.8k | 30.38 | |
Mattress Firm Holding | 0.1 | $225k | 8.0k | 28.12 | |
Bank of America Corporation (BAC) | 0.1 | $184k | 21k | 8.83 | |
Staples | 0.1 | $195k | 17k | 11.54 | |
Carolina Trust Bank | 0.1 | $192k | 80k | 2.40 | |
BlackRock Core Bond Trust (BHK) | 0.1 | $170k | 11k | 15.53 | |
Nuveen Municipal Income Fund (NMI) | 0.1 | $159k | 13k | 12.72 | |
Old Republic International Corporation (ORI) | 0.1 | $130k | 14k | 9.28 | |
Harte-Hanks | 0.0 | $88k | 13k | 6.96 | |
MELA Sciences | 0.0 | $71k | 22k | 3.21 | |
TCW Strategic Income Fund (TSI) | 0.0 | $84k | 15k | 5.71 | |
Novagold Resources Inc Cad (NG) | 0.0 | $62k | 11k | 5.64 | |
T3 Motion | 0.0 | $33k | 62k | 0.53 | |
Defined 04 17005 Pilot Therapeutics Hldgs (PLTT) | 0.0 | $0 | 10k | 0.00 | |
Thallion Pharmaceuticals | 0.0 | $2.0k | 29k | 0.07 |