Sheets Smith Wealth Management as of March 31, 2014
Portfolio Holdings for Sheets Smith Wealth Management
Sheets Smith Wealth Management holds 245 positions in its portfolio as reported in the March 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
iShares Barclays TIPS Bond Fund (TIP) | 4.3 | $15M | 145k | 105.48 | |
Papa John's Int'l (PZZA) | 3.1 | $11M | 210k | 52.11 | |
Ecolab (ECL) | 2.4 | $8.4M | 78k | 107.99 | |
Express Scripts Holding | 2.2 | $7.9M | 105k | 75.09 | |
Visa (V) | 2.1 | $7.4M | 34k | 215.87 | |
Nike (NKE) | 1.9 | $6.9M | 94k | 73.86 | |
Chicago Bridge & Iron Company | 1.9 | $6.6M | 76k | 87.15 | |
Actavis | 1.8 | $6.4M | 31k | 205.85 | |
Metropcs Communications (TMUS) | 1.7 | $6.2M | 187k | 33.03 | |
Tractor Supply Company (TSCO) | 1.7 | $6.1M | 86k | 70.63 | |
Henry Schein (HSIC) | 1.7 | $6.0M | 51k | 119.37 | |
Schlumberger (SLB) | 1.5 | $5.3M | 55k | 97.50 | |
Schwab U S Broad Market ETF (SCHB) | 1.4 | $4.9M | 107k | 45.71 | |
Gilead Sciences (GILD) | 1.3 | $4.8M | 68k | 70.87 | |
iShares S&P 500 Index (IVV) | 1.3 | $4.6M | 25k | 188.14 | |
Flowserve Corporation (FLS) | 1.3 | $4.6M | 59k | 78.34 | |
U.S. Bancorp (USB) | 1.2 | $4.5M | 104k | 42.86 | |
Waters Corporation (WAT) | 1.2 | $4.4M | 40k | 108.42 | |
TJX Companies (TJX) | 1.1 | $4.1M | 68k | 60.65 | |
Sigma-Aldrich Corporation | 1.1 | $3.9M | 42k | 93.38 | |
Copart (CPRT) | 1.1 | $3.9M | 107k | 36.39 | |
Estee Lauder Companies (EL) | 1.1 | $3.8M | 57k | 66.88 | |
US Ecology | 1.0 | $3.7M | 99k | 37.12 | |
Microchip Technology (MCHP) | 1.0 | $3.6M | 75k | 47.76 | |
Wp Carey (WPC) | 1.0 | $3.5M | 58k | 60.06 | |
iShares MSCI EAFE Index Fund (EFA) | 1.0 | $3.4M | 51k | 67.21 | |
Spdr S&p 500 Etf (SPY) | 0.9 | $3.3M | 18k | 187.02 | |
Continental Resources | 0.9 | $3.1M | 25k | 124.29 | |
Enterprise Products Partners (EPD) | 0.9 | $3.2M | 45k | 69.37 | |
Magellan Midstream Partners | 0.9 | $3.2M | 45k | 69.73 | |
Directv | 0.9 | $3.1M | 41k | 76.43 | |
Mondelez Int (MDLZ) | 0.8 | $3.0M | 88k | 34.55 | |
Canadian Natl Ry (CNI) | 0.8 | $3.0M | 53k | 56.22 | |
Canadian Natural Resources (CNQ) | 0.8 | $2.9M | 77k | 38.38 | |
Monsanto Company | 0.8 | $2.9M | 25k | 113.78 | |
Apple (AAPL) | 0.8 | $2.9M | 5.4k | 536.68 | |
iShares S&P MidCap 400 Index (IJH) | 0.8 | $2.9M | 21k | 137.48 | |
BlackRock (BLK) | 0.8 | $2.8M | 9.0k | 314.51 | |
MSC Industrial Direct (MSM) | 0.8 | $2.8M | 32k | 86.52 | |
Celgene Corporation | 0.8 | $2.7M | 20k | 139.61 | |
Whole Foods Market | 0.8 | $2.7M | 53k | 50.70 | |
United Technologies Corporation | 0.7 | $2.6M | 22k | 116.85 | |
PowerShares Preferred Portfolio | 0.7 | $2.5M | 178k | 14.26 | |
iShares Russell 2000 Index (IWM) | 0.7 | $2.5M | 21k | 116.33 | |
iShares Dow Jones US Real Estate (IYR) | 0.7 | $2.4M | 36k | 67.67 | |
iShares Russell 3000 Index (IWV) | 0.7 | $2.4M | 21k | 112.33 | |
Jp Morgan Alerian Mlp Index | 0.7 | $2.3M | 51k | 46.54 | |
Bristol Myers Squibb (BMY) | 0.6 | $2.3M | 44k | 51.95 | |
Bellatrix Exploration | 0.6 | $2.1M | 250k | 8.43 | |
Intuit (INTU) | 0.6 | $2.1M | 27k | 77.73 | |
Exxon Mobil Corporation (XOM) | 0.6 | $2.0M | 21k | 97.68 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.5 | $1.9M | 16k | 116.97 | |
PowerShares QQQ Trust, Series 1 | 0.5 | $1.9M | 21k | 87.68 | |
W.W. Grainger (GWW) | 0.5 | $1.7M | 6.9k | 252.61 | |
ConocoPhillips (COP) | 0.5 | $1.7M | 25k | 70.34 | |
Accenture (ACN) | 0.5 | $1.8M | 22k | 79.70 | |
J.M. Smucker Company (SJM) | 0.5 | $1.7M | 18k | 97.26 | |
Verizon Communications (VZ) | 0.5 | $1.7M | 36k | 47.56 | |
Microsoft Corporation (MSFT) | 0.5 | $1.6M | 40k | 40.98 | |
Union Pacific Corporation (UNP) | 0.4 | $1.6M | 8.3k | 187.61 | |
At&t (T) | 0.4 | $1.5M | 44k | 35.07 | |
PowerShares FTSE RAFI US 1000 | 0.4 | $1.5M | 18k | 84.67 | |
Johnson & Johnson (JNJ) | 0.4 | $1.5M | 15k | 98.25 | |
JPMorgan Chase & Co. (JPM) | 0.4 | $1.5M | 24k | 60.71 | |
Vanguard Value ETF (VTV) | 0.4 | $1.5M | 19k | 78.12 | |
Health Care SPDR (XLV) | 0.4 | $1.4M | 24k | 58.50 | |
iShares MSCI Mexico Inv. Mt. Idx. (EWW) | 0.4 | $1.4M | 23k | 63.94 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.4 | $1.4M | 19k | 75.22 | |
Wells Fargo & Company (WFC) | 0.4 | $1.4M | 28k | 49.73 | |
Royal Dutch Shell | 0.4 | $1.4M | 19k | 73.05 | |
Xcel Energy (XEL) | 0.4 | $1.4M | 45k | 30.36 | |
Skyworks Solutions (SWKS) | 0.4 | $1.4M | 37k | 37.51 | |
Vanguard Small-Cap ETF (VB) | 0.4 | $1.3M | 12k | 112.90 | |
KKR & Co | 0.4 | $1.3M | 59k | 22.83 | |
iShares MSCI ACWI ex US Index Fund (ACWX) | 0.4 | $1.3M | 28k | 46.58 | |
PolyOne Corporation | 0.3 | $1.3M | 35k | 36.65 | |
Ban (TBBK) | 0.3 | $1.2M | 65k | 18.81 | |
Wabtec Corporation (WAB) | 0.3 | $1.2M | 16k | 77.47 | |
Servicenow (NOW) | 0.3 | $1.2M | 20k | 59.93 | |
Signature Bank (SBNY) | 0.3 | $1.2M | 9.4k | 125.64 | |
Pfizer (PFE) | 0.3 | $1.2M | 37k | 32.12 | |
MasTec (MTZ) | 0.3 | $1.2M | 27k | 43.45 | |
Nxp Semiconductors N V (NXPI) | 0.3 | $1.2M | 20k | 58.81 | |
Arris | 0.3 | $1.2M | 42k | 28.18 | |
Dollar Tree (DLTR) | 0.3 | $1.2M | 22k | 52.19 | |
Old Dominion Freight Line (ODFL) | 0.3 | $1.1M | 20k | 56.74 | |
Biogen Idec (BIIB) | 0.3 | $1.1M | 3.6k | 305.77 | |
Encore Capital (ECPG) | 0.3 | $1.1M | 24k | 45.69 | |
priceline.com Incorporated | 0.3 | $1.1M | 899.00 | 1192.44 | |
Saia (SAIA) | 0.3 | $1.1M | 28k | 38.21 | |
Matrix Service Company (MTRX) | 0.3 | $1.1M | 31k | 33.80 | |
EQT Corporation (EQT) | 0.3 | $1.1M | 11k | 96.98 | |
SPDR S&P Homebuilders (XHB) | 0.3 | $1.1M | 33k | 32.56 | |
iShares Dow Jones Select Dividend (DVY) | 0.3 | $1.1M | 15k | 73.33 | |
Packaging Corporation of America (PKG) | 0.3 | $1.0M | 15k | 70.37 | |
PowerShares DB Com Indx Trckng Fund | 0.3 | $1.0M | 40k | 26.12 | |
Dorman Products (DORM) | 0.3 | $1.0M | 18k | 59.08 | |
Rydex S&P Equal Weight ETF | 0.3 | $1.0M | 14k | 73.01 | |
O'reilly Automotive (ORLY) | 0.3 | $1.0M | 6.9k | 148.41 | |
Jazz Pharmaceuticals (JAZZ) | 0.3 | $1.0M | 7.5k | 138.62 | |
Philip Morris International (PM) | 0.3 | $1.0M | 12k | 81.86 | |
Carrizo Oil & Gas | 0.3 | $1.0M | 19k | 53.48 | |
Middleby Corporation (MIDD) | 0.3 | $961k | 3.6k | 264.08 | |
Renasant (RNST) | 0.3 | $978k | 34k | 29.04 | |
Colfax Corporation | 0.3 | $967k | 14k | 71.33 | |
iShares S&P Europe 350 Index (IEV) | 0.3 | $966k | 20k | 48.30 | |
Abbvie (ABBV) | 0.3 | $970k | 19k | 51.39 | |
BE Aerospace | 0.3 | $926k | 11k | 86.76 | |
Manitowoc Company | 0.2 | $900k | 29k | 31.45 | |
Pepsi (PEP) | 0.2 | $902k | 11k | 83.54 | |
Harman International Industries | 0.2 | $907k | 8.5k | 106.34 | |
First Trust S&P REIT Index Fund (FRI) | 0.2 | $901k | 47k | 19.17 | |
Gentherm (THRM) | 0.2 | $902k | 26k | 34.70 | |
Coach | 0.2 | $841k | 17k | 49.66 | |
Colgate-Palmolive Company (CL) | 0.2 | $844k | 13k | 64.87 | |
Forest Laboratories | 0.2 | $854k | 9.3k | 92.24 | |
Regency Energy Partners | 0.2 | $872k | 32k | 27.23 | |
Vanguard Large-Cap ETF (VV) | 0.2 | $844k | 9.8k | 86.00 | |
Charles Schwab Corporation (SCHW) | 0.2 | $837k | 31k | 27.32 | |
Eagle Materials (EXP) | 0.2 | $811k | 9.2k | 88.62 | |
Alliance Data Systems Corporation (BFH) | 0.2 | $837k | 3.1k | 272.37 | |
Deere & Company (DE) | 0.2 | $790k | 8.7k | 90.75 | |
Salix Pharmaceuticals | 0.2 | $794k | 7.7k | 103.61 | |
Rbc Cad (RY) | 0.2 | $781k | 12k | 65.99 | |
Schwab International Equity ETF (SCHF) | 0.2 | $790k | 25k | 31.50 | |
Air Lease Corp (AL) | 0.2 | $784k | 21k | 37.29 | |
Diamondback Energy (FANG) | 0.2 | $803k | 12k | 67.29 | |
Constellium Holdco B V cl a | 0.2 | $772k | 26k | 29.36 | |
Tupperware Brands Corporation | 0.2 | $745k | 8.9k | 83.71 | |
BorgWarner (BWA) | 0.2 | $765k | 13k | 61.45 | |
iShares MSCI Germany Index Fund (EWG) | 0.2 | $760k | 24k | 31.34 | |
First Citizens BancShares (FCNCA) | 0.2 | $706k | 2.9k | 240.71 | |
TD Ameritrade Holding | 0.2 | $730k | 22k | 33.95 | |
Newell Rubbermaid (NWL) | 0.2 | $727k | 24k | 29.89 | |
Drew Industries | 0.2 | $728k | 13k | 54.19 | |
Jones Lang LaSalle Incorporated (JLL) | 0.2 | $700k | 5.9k | 118.44 | |
Arkansas Best Corporation | 0.2 | $714k | 19k | 36.94 | |
Gaslog | 0.2 | $702k | 30k | 23.29 | |
Pentair | 0.2 | $699k | 8.8k | 79.33 | |
Auxilium Pharmaceuticals | 0.2 | $675k | 25k | 27.18 | |
Family Dollar Stores | 0.2 | $690k | 12k | 57.99 | |
Thermo Fisher Scientific (TMO) | 0.2 | $693k | 5.8k | 120.19 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.2 | $662k | 20k | 33.05 | |
Graphic Packaging Holding Company (GPK) | 0.2 | $689k | 68k | 10.16 | |
Evercore Partners (EVR) | 0.2 | $672k | 12k | 55.29 | |
SPDR DJ Wilshire REIT (RWR) | 0.2 | $679k | 8.7k | 78.05 | |
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.2 | $686k | 22k | 30.77 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.2 | $696k | 16k | 44.71 | |
Rexnord | 0.2 | $667k | 23k | 28.97 | |
Ameriprise Financial (AMP) | 0.2 | $660k | 6.0k | 110.15 | |
Coca-Cola Company (KO) | 0.2 | $639k | 17k | 38.67 | |
McDonald's Corporation (MCD) | 0.2 | $652k | 6.6k | 98.10 | |
Cabot Corporation (CBT) | 0.2 | $657k | 11k | 59.10 | |
Precision Castparts | 0.2 | $659k | 2.6k | 252.59 | |
Wyndham Worldwide Corporation | 0.2 | $645k | 8.8k | 73.23 | |
Cytec Industries | 0.2 | $652k | 6.7k | 97.60 | |
Realty Income (O) | 0.2 | $644k | 16k | 40.88 | |
PowerShares FTSE RAFI US 1500 Small-Mid | 0.2 | $659k | 6.6k | 99.17 | |
AGL Resources | 0.2 | $609k | 12k | 48.93 | |
Chevron Corporation (CVX) | 0.2 | $619k | 5.2k | 118.99 | |
iShares Russell 1000 Growth Index (IWF) | 0.2 | $623k | 7.2k | 86.59 | |
Ligand Pharmaceuticals In (LGND) | 0.2 | $615k | 9.1k | 67.24 | |
PIMCO Corporate Income Fund (PCN) | 0.2 | $593k | 36k | 16.63 | |
Acadia Healthcare (ACHC) | 0.2 | $595k | 13k | 45.14 | |
Avago Technologies | 0.2 | $580k | 9.0k | 64.42 | |
Caesar Stone Sdot Yam (CSTE) | 0.2 | $586k | 11k | 54.36 | |
Duke Energy (DUK) | 0.2 | $587k | 8.2k | 71.26 | |
Comcast Corporation (CMCSA) | 0.1 | $546k | 11k | 50.02 | |
Intel Corporation (INTC) | 0.1 | $553k | 21k | 25.83 | |
Lowe's Companies (LOW) | 0.1 | $524k | 11k | 48.89 | |
KapStone Paper and Packaging | 0.1 | $535k | 19k | 28.84 | |
Natus Medical | 0.1 | $522k | 20k | 25.78 | |
Amazon (AMZN) | 0.1 | $518k | 1.5k | 336.36 | |
Hexcel Corporation (HXL) | 0.1 | $507k | 12k | 43.56 | |
Vanguard REIT ETF (VNQ) | 0.1 | $486k | 6.9k | 70.62 | |
Cabot Oil & Gas Corporation (CTRA) | 0.1 | $482k | 14k | 33.85 | |
Southern Company (SO) | 0.1 | $479k | 11k | 43.93 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $451k | 1.8k | 250.56 | |
Hldgs (UAL) | 0.1 | $481k | 11k | 44.61 | |
RigNet | 0.1 | $449k | 8.3k | 53.89 | |
Qihoo 360 Technologies Co Lt | 0.1 | $466k | 4.7k | 99.59 | |
General Electric Company | 0.1 | $441k | 17k | 25.88 | |
iShares Lehman Aggregate Bond (AGG) | 0.1 | $442k | 4.1k | 107.99 | |
Cardtronics | 0.1 | $416k | 11k | 38.83 | |
Nuveen Floating Rate Income Fund (JFR) | 0.1 | $435k | 36k | 11.95 | |
Procter & Gamble Company (PG) | 0.1 | $404k | 5.0k | 80.67 | |
Materials SPDR (XLB) | 0.1 | $402k | 8.5k | 47.24 | |
Power Integrations (POWI) | 0.1 | $363k | 5.5k | 65.80 | |
Edison International (EIX) | 0.1 | $370k | 6.5k | 56.65 | |
Cray | 0.1 | $369k | 9.9k | 37.29 | |
iShares S&P 500 Value Index (IVE) | 0.1 | $351k | 4.0k | 86.95 | |
SPDR Barclays Capital High Yield B | 0.1 | $364k | 8.8k | 41.30 | |
Bank of America Corporation (BAC) | 0.1 | $320k | 19k | 17.18 | |
International Business Machines (IBM) | 0.1 | $338k | 1.8k | 192.70 | |
EMC Corporation | 0.1 | $312k | 11k | 27.43 | |
Old Republic International Corporation (ORI) | 0.1 | $307k | 19k | 16.40 | |
Hatteras Financial | 0.1 | $326k | 17k | 18.85 | |
Transocean (RIG) | 0.1 | $299k | 7.2k | 41.37 | |
Washington Real Estate Investment Trust (ELME) | 0.1 | $303k | 13k | 23.89 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.1 | $279k | 1.7k | 164.12 | |
Calamos Convertible & Hi Income Fund (CHY) | 0.1 | $297k | 22k | 13.50 | |
Carolina Trust Bank | 0.1 | $304k | 72k | 4.21 | |
Affiliated Managers (AMG) | 0.1 | $245k | 1.2k | 199.67 | |
PAREXEL International Corporation | 0.1 | $242k | 4.5k | 54.11 | |
Novartis (NVS) | 0.1 | $245k | 2.9k | 85.07 | |
Amgen (AMGN) | 0.1 | $265k | 2.2k | 123.26 | |
BB&T Corporation | 0.1 | $260k | 6.5k | 40.17 | |
Stryker Corporation (SYK) | 0.1 | $239k | 2.9k | 81.57 | |
Energy Transfer Equity (ET) | 0.1 | $255k | 5.5k | 46.69 | |
Rogers Corporation (ROG) | 0.1 | $252k | 4.0k | 62.41 | |
Greenbrier Companies (GBX) | 0.1 | $234k | 5.1k | 45.58 | |
iShares MSCI EAFE Growth Index (EFG) | 0.1 | $258k | 3.6k | 70.90 | |
PowerShares FTSE RAFI Emerging MarketETF | 0.1 | $242k | 12k | 19.88 | |
Vanguard Mega Cap 300 Index (MGC) | 0.1 | $243k | 3.8k | 63.95 | |
SPDR S&P International Dividend (DWX) | 0.1 | $248k | 5.1k | 48.63 | |
Access Midstream Partners, L.p | 0.1 | $254k | 4.4k | 57.60 | |
Eli Lilly & Co. (LLY) | 0.1 | $221k | 3.8k | 58.93 | |
Core Laboratories | 0.1 | $218k | 1.1k | 198.18 | |
Genuine Parts Company (GPC) | 0.1 | $217k | 2.5k | 86.80 | |
Starbucks Corporation (SBUX) | 0.1 | $202k | 2.8k | 73.32 | |
Euronet Worldwide (EEFT) | 0.1 | $229k | 5.5k | 41.52 | |
Genesis Energy (GEL) | 0.1 | $220k | 4.1k | 54.23 | |
HCP | 0.1 | $218k | 5.6k | 38.84 | |
Hawkins (HWKN) | 0.1 | $220k | 6.0k | 36.67 | |
Utilities SPDR (XLU) | 0.1 | $232k | 5.6k | 41.43 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.1 | $229k | 2.1k | 109.05 | |
WisdomTree Emerging Markets Eq (DEM) | 0.1 | $208k | 4.2k | 49.10 | |
ChipMOS Technology Bermuda | 0.1 | $226k | 10k | 22.08 | |
Oiltanking Partners L P unit | 0.1 | $216k | 2.8k | 77.12 | |
Ensco Plc Shs Class A | 0.1 | $215k | 4.1k | 52.70 | |
FLEXSHARES TR READY ACCESS VAR INCOME Fd Total etf (RAVI) | 0.1 | $227k | 3.0k | 75.67 | |
Staples | 0.1 | $173k | 15k | 11.34 | |
BioScrip | 0.1 | $184k | 26k | 7.00 | |
Central Garden & Pet (CENTA) | 0.1 | $169k | 20k | 8.27 | |
BLACKROCK INTL GRWTH & INC T COM Bene Inter (BGY) | 0.1 | $189k | 24k | 8.04 | |
Southern First Bancshares (SFST) | 0.1 | $187k | 14k | 13.85 | |
Quiksilver | 0.0 | $140k | 19k | 7.53 | |
Aberdeen Asia-Pacific Income Fund (FAX) | 0.0 | $157k | 26k | 6.11 | |
Nuveen Fltng Rte Incm Opp | 0.0 | $139k | 11k | 12.19 | |
Nuveen Munpl Markt Opp Fund | 0.0 | $133k | 10k | 12.74 | |
Nuveen Municipal Income Fund (NMI) | 0.0 | $140k | 13k | 11.20 | |
Harte-Hanks | 0.0 | $112k | 13k | 8.86 | |
Arena Pharmaceuticals | 0.0 | $89k | 14k | 6.32 | |
TCW Strategic Income Fund (TSI) | 0.0 | $80k | 15k | 5.44 | |
MELA Sciences | 0.0 | $14k | 22k | 0.63 |