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SHEETS SMITH WEALTH MANAGEMENT13F | |
| SHEETS SMITH WEALTH MANAGEMENT | |
| Last update 2025-04-23 | 356 Stocks (20 new) |
| Value $805.00 Mil | Turnover 6 % |
SHEETS SMITH WEALTH MANAGEMENT... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 66,939 | 34,400.6 | +5.02% | 4.270 | +0.20% | 0.010 | +16.76% | +7.46% | 616,819.8 | ||
IVV | iShares Core S&P 500 ETF | 57,448 | 32,279.9 | +15.98% | 4.010 | +0.55% | 0.010 | +16.68% | +7.37% | 623,772.3 | ||
KO | Coca-Cola Co | 330,628 | 23,679.6 | 0% | 2.940 | 0% | 0.010 | -1.81% | +16.27% | 307,109.4 | Beverages - Non-Alcoholic | |
V | Visa Inc | 55,833 | 19,567.2 | -0.97% | 2.430 | -0.02% | 0.000 | +5.91% | +13.93% | 701,033.1 | Credit Services | |
GOOG | Alphabet Inc | 122,271 | 19,102.3 | +8.44% | 2.370 | +0.18% | 0.000 | +18.43% | -4.97% | 2,184,120.1 | Interactive Media | |
AMZN | Amazon.com Inc | 95,855 | 18,237.4 | +0.28% | 2.270 | +0.01% | 0.000 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
SCHX | Schwab U.S. Large-Cap ETF | 767,768 | 16,952.3 | -4.86% | 2.110 | -0.11% | 0.030 | +17.13% | +7.49% | 56,642.8 | ||
CPRT | Copart Inc | 276,106 | 15,624.8 | -1.19% | 1.940 | -0.02% | 0.030 | -12.92% | -14.06% | 47,689.3 | Business Services | |
GBIL |
Goldman Sachs Access Treasury 0-1 Year ETF
Goldman Sachs Access Treasury 0-1 Year ETF
| 152,095 | 15,236.9 | +352.07% | 1.890 | +1.47% | 0.240 | -0.02% | -0.05% | 6,366.6 | ||
TSCO | Tractor Supply Co | 244,495 | 13,471.7 | +0.10% | 1.670 | 0% | 0.050 | -1.59% | +3.85% | 28,965.0 | Retail - Cyclical |
SHEETS SMITH WEALTH MANAGEMENT's Historical Top Holdings Breakdowns
SHEETS SMITH WEALTH MANAGEMENT's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GBIL |
Goldman Sachs Access Treasury 0-1 Year ETF
Goldman Sachs Access Treasury 0-1 Year ETF
| 2025-03-31 | Add Add | +1.47% | 99.85 ($100.02) 100.19 | $99.87 | -0.15% | Add 352.07% | 152,095 | 118,451 | |
PGR | Progressive Corp | 2025-03-31 | New Buy New Buy | +0.67% | 235.61 ($261.55) 291.22 | $261.66 | 0.04% | New holding | 18,995 | 18,995 | |
MCHP | Microchip Technology Inc | 2025-03-31 | Sold Out Sold Out | -0.58% | 48.41 ($55.72) 64.3 | $73.06 | 31.12% | Sold Out | 0 | -82,742 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.55% | 554.06 ($590.51) 615.85 | $628.17 | 6.38% | Add 15.98% | 57,448 | 7,917 | |
EFIV | SPDR S&P 500 ESG ETF | 2025-03-31 | Sold Out Sold Out | -0.32% | 52.53 ($56.18) 58.51 | $59.27 | 5.50% | Sold Out | 0 | -46,484 | |
FDVV | Fidelity High Dividend ETF | 2025-03-31 | New Buy New Buy | +0.28% | 48.86 ($50.59) 52.28 | $53.18 | 5.12% | New holding | 45,170 | 45,170 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.23% | 209.68 ($231.67) 247.1 | $213.55 | -7.82% | Reduce -13.03% | 49,608 | -7,431 | |
SCHB | Schwab U.S. Broad Market ETF | 2025-03-31 | Reduce Reduce | -0.22% | 21.23 ($22.75) 23.75 | $24.14 | 6.11% | Reduce -20.73% | 306,223 | -80,087 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.21% | 375.39 ($407.71) 447.2 | $498.84 | 22.35% | Reduce -21.02% | 15,547 | -4,137 | |
LVHI |
Franklin International Low Volatility High Dividend Index ETF
Franklin International Low Volatility High Dividend Index ETF
| 2025-03-31 | New Buy New Buy | +0.20% | 30.53 ($31.7) 32.85 | $33.00 | 4.10% | New holding | 50,524 | 50,524 |
SHEETS SMITH WEALTH MANAGEMENT Total Holding History ($B)
SHEETS SMITH WEALTH MANAGEMENT's Asset Allocation
SHEETS SMITH WEALTH MANAGEMENT Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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SHEETS SMITH WEALTH MANAGEMENT's Hypothetical Growth since 2025-03-31
SHEETS SMITH WEALTH MANAGEMENT's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
SHEETS SMITH WEALTH MANAGEMENT's Holdings Heat Map
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SHEETS SMITH WEALTH MANAGEMENT's Holdings Bubble Chart
SHEETS SMITH WEALTH MANAGEMENT News
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