SHEETS SMITH WEALTH MANAGEMENT 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SS SHEETS SMITH WEALTH MANAGEMENT | Institutional Filer | ▼ 2.50% | $888.5M | 393 |
Current Portfolio Holdings
Showing all 393 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 74K | $44.4M | 5.00% |
| 2 | IVV | ISHARES TR | — | 57K | $37.0M | 4.17% |
| 3 | GOOG | Alphabet Inc. | Technology | 96K | $27.4M | 3.09% |
| 4 | KO | The Coca-Cola Company | Consumer Defensive | 331K | $25.2M | 2.83% |
| 5 | SCHX | SCHWAB STRATEGIC TR | — | 724K | $18.6M | 2.09% |
| 6 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 84K | $17.5M | 1.97% |
| 7 | QQQ | Invesco QQQ Trust | — | 28K | $16.0M | 1.80% |
| 8 | V | Visa Inc. | Financial Services | 46K | $14.0M | 1.58% |
| 9 | SPYM | SPDR SERIES TRUST | — | 182K | $14.0M | 1.57% |
| 10 | LLY | Eli Lilly and Company | Healthcare | 14K | $13.3M | 1.49% |
| 11 | AAPL | Apple Inc. | Technology | 52K | $13.2M | 1.48% |
| 12 | NVDA | NVIDIA Corporation | Technology | 70K | $12.2M | 1.37% |
| 13 | XOM | Exxon Mobil Corporation | Energy | 71K | $12.1M | 1.36% |
| 14 | SUB | ISHARES TR | — | 103K | $11.0M | 1.24% |
| 15 | TJX | The TJX Companies, Inc. | Consumer Cyclical | 69K | $11.0M | 1.23% |
Showing 1 to 15 of 393 holdings