$486 Million is the total value of SHEETS SMITH WEALTH MANAGEMENT's 292 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 18.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $15,348,000 | +653.1% | 189,362 | +649.5% | 3.16% | +655.0% |
| V | Sell | VISA INC | $14,663,000 | -7.7% | 85,245 | -6.9% | 3.02% | -7.5% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $13,304,000 | +0.3% | 44,567 | -0.9% | 2.74% | +0.5% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $12,855,000 | +2.7% | 80,531 | +1.2% | 2.64% | +2.8% |
| CPRT | Sell | COPART INC | $11,385,000 | +4.4% | 141,724 | -2.9% | 2.34% | +4.6% |
| NKE | Sell | NIKE INCcl b | $10,073,000 | +2.0% | 107,254 | -8.8% | 2.07% | +2.2% |
| ECL | Sell | ECOLAB INC | $9,940,000 | -1.5% | 50,191 | -1.8% | 2.04% | -1.4% |
| MSFT | Buy | MICROSOFT CORP | $8,559,000 | +4.3% | 61,564 | +0.5% | 1.76% | +4.5% |
| IQV | Sell | IQVIA HLDGS INC | $8,022,000 | -7.7% | 53,700 | -0.6% | 1.65% | -7.6% |
| GOOG | ALPHABET INCcap stk cl c | $7,689,000 | +12.8% | 6,308 | 0.0% | 1.58% | +12.9% | |
| PSA | PUBLIC STORAGE | $7,601,000 | +3.0% | 30,991 | 0.0% | 1.56% | +3.2% | |
| EL | Sell | LAUDER ESTEE COS INCcl a | $7,224,000 | +2.3% | 36,313 | -5.8% | 1.48% | +2.4% |
| AMZN | Sell | AMAZON COM INC | $6,687,000 | -10.3% | 3,852 | -2.1% | 1.38% | -10.1% |
| INTU | Buy | INTUIT | $6,413,000 | +13.4% | 24,116 | +11.4% | 1.32% | +13.6% |
| AAPL | Sell | APPLE INC | $6,231,000 | +1.3% | 27,822 | -10.5% | 1.28% | +1.4% |
| PEP | Buy | PEPSICO INC | $6,019,000 | +8.1% | 43,901 | +3.4% | 1.24% | +8.3% |
| WCN | WASTE CONNECTIONS INC | $5,916,000 | -3.7% | 64,300 | 0.0% | 1.22% | -3.6% | |
| GIS | Buy | GENERAL MLS INC | $5,744,000 | +5.0% | 104,200 | +0.0% | 1.18% | +5.2% |
| WPC | Buy | W P CAREY INC | $5,745,000 | +10.3% | 64,193 | +0.0% | 1.18% | +10.5% |
| TSCO | Buy | TRACTOR SUPPLY CO | $5,517,000 | -16.7% | 61,000 | +0.2% | 1.13% | -16.6% |
| FB | Sell | FACEBOOK INCcl a | $5,364,000 | -14.7% | 30,123 | -7.6% | 1.10% | -14.6% |
| CSCO | Sell | CISCO SYS INC | $5,194,000 | -10.1% | 105,112 | -0.5% | 1.07% | -9.9% |
| BBT | Buy | BB&T CORP | $5,149,000 | +74.0% | 96,478 | +60.2% | 1.06% | +74.5% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $5,126,000 | +13.5% | 101,333 | +13.5% | 1.05% | +13.7% |
| HSIC | HENRY SCHEIN INC | $5,017,000 | -9.2% | 79,010 | 0.0% | 1.03% | -9.0% | |
| MTZ | Sell | MASTEC INC | $4,885,000 | +25.9% | 75,236 | -0.1% | 1.00% | +26.1% |
| SEIC | SEI INVESTMENTS CO | $4,696,000 | +5.6% | 79,252 | 0.0% | 0.97% | +5.8% | |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $4,631,000 | +2.2% | 24,526 | +1.1% | 0.95% | +2.4% |
| SPIB | Buy | SPDR SERIES TRUSTportfolio intrmd | $4,561,000 | +21.1% | 129,278 | +19.9% | 0.94% | +21.3% |
| MCHP | MICROCHIP TECHNOLOGY INC | $4,264,000 | +7.2% | 45,896 | 0.0% | 0.88% | +7.3% | |
| IJH | ISHARES TRcore s&p mcp etf | $4,228,000 | -0.5% | 21,881 | 0.0% | 0.87% | -0.5% | |
| PAYX | PAYCHEX INC | $4,167,000 | +0.6% | 50,340 | 0.0% | 0.86% | +0.8% | |
| WAT | WATERS CORP | $3,919,000 | +3.7% | 17,558 | 0.0% | 0.81% | +3.9% | |
| EFA | Buy | ISHARES TRmsci eafe etf | $3,674,000 | -0.8% | 56,341 | +0.0% | 0.76% | -0.7% |
| CNI | CANADIAN NATL RY CO | $3,619,000 | -2.8% | 40,270 | 0.0% | 0.74% | -2.6% | |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $3,591,000 | +3.8% | 50,558 | +3.1% | 0.74% | +3.9% |
| IWV | Sell | ISHARES TRrussell 3000 etf | $3,591,000 | -0.7% | 20,667 | -1.5% | 0.74% | -0.5% |
| SPLG | Buy | SPDR SERIES TRUSTportfolio lr etf | $3,539,000 | +58.4% | 101,536 | +57.0% | 0.73% | +58.6% |
| KMX | CARMAX INC | $3,450,000 | +1.4% | 39,200 | 0.0% | 0.71% | +1.4% | |
| LKQ | LKQ CORP | $3,397,000 | +18.2% | 108,000 | 0.0% | 0.70% | +18.3% | |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $3,387,000 | +2.3% | 31,336 | +2.1% | 0.70% | +2.5% |
| IYR | ISHARES TRu.s. real es etf | $3,367,000 | +7.1% | 36,000 | 0.0% | 0.69% | +7.3% | |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $3,358,000 | +7.5% | 47,338 | +6.4% | 0.69% | +7.6% |
| PRF | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $3,230,000 | -0.7% | 27,406 | -1.7% | 0.66% | -0.6% |
| JPM | Sell | JPMORGAN CHASE & CO | $2,928,000 | -6.9% | 24,878 | -11.6% | 0.60% | -6.8% |
| EXPD | EXPEDITORS INTL WASH INC | $2,778,000 | -2.1% | 37,400 | 0.0% | 0.57% | -1.9% | |
| ACN | Sell | ACCENTURE PLC IRELAND | $2,760,000 | -18.1% | 14,348 | -21.4% | 0.57% | -17.9% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $2,735,000 | -3.5% | 18,074 | -0.8% | 0.56% | -3.4% |
| ACWX | Sell | ISHARES TRmsci acwi ex us | $2,622,000 | -2.8% | 56,941 | -1.3% | 0.54% | -2.7% |
| NOW | Sell | SERVICENOW INC | $2,592,000 | -8.9% | 10,212 | -1.4% | 0.53% | -8.7% |
| TJX | Sell | TJX COS INC NEW | $2,467,000 | -11.4% | 44,254 | -16.0% | 0.51% | -11.4% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $2,422,000 | -2.1% | 40,122 | -7.3% | 0.50% | -2.0% |
| VIG | Buy | VANGUARD GROUPdiv app etf | $2,342,000 | +3.8% | 19,588 | +0.0% | 0.48% | +4.1% |
| SPLV | Buy | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $2,325,000 | +8.6% | 40,154 | +3.2% | 0.48% | +8.9% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $2,195,000 | +6.5% | 32,731 | +5.8% | 0.45% | +6.6% |
| MMP | Sell | MAGELLAN MIDSTREAM PRTNRS LP | $2,166,000 | -13.8% | 32,680 | -16.8% | 0.44% | -13.8% |
| UNP | Buy | UNION PACIFIC CORP | $2,153,000 | -2.7% | 13,295 | +1.6% | 0.44% | -2.4% |
| TMUS | Sell | T MOBILE US INC | $2,123,000 | +6.2% | 26,950 | -0.1% | 0.44% | +6.6% |
| SBUX | Sell | STARBUCKS CORP | $2,115,000 | -12.9% | 23,918 | -17.4% | 0.44% | -12.8% |
| MA | Buy | MASTERCARD INCcl a | $2,110,000 | +3.7% | 7,768 | +1.0% | 0.43% | +3.8% |
| USB | Sell | US BANCORP DEL | $2,089,000 | -0.9% | 37,742 | -6.2% | 0.43% | -0.7% |
| BLK | Sell | BLACKROCK INC | $2,086,000 | -25.1% | 4,680 | -21.1% | 0.43% | -25.0% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $2,080,000 | -0.9% | 18,637 | -1.5% | 0.43% | -0.7% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $2,078,000 | +0.5% | 16,303 | -2.0% | 0.43% | +0.5% |
| CVX | Buy | CHEVRON CORP NEW | $2,056,000 | +1.8% | 17,334 | +6.8% | 0.42% | +1.9% |
| COUP | Buy | COUPA SOFTWARE INC | $1,998,000 | +2.6% | 15,418 | +0.3% | 0.41% | +2.8% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $1,923,000 | -25.6% | 37,734 | -25.7% | 0.40% | -25.6% |
| ABT | Sell | ABBOTT LABS | $1,906,000 | -2.8% | 22,781 | -2.2% | 0.39% | -2.5% |
| QUS | Sell | SPDR SERIES TRUSTmsci usa strtgic | $1,877,000 | +2.2% | 21,150 | -0.8% | 0.39% | +2.4% |
| SYK | Sell | STRYKER CORP | $1,871,000 | +4.4% | 8,652 | -0.8% | 0.38% | +4.6% |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $1,826,000 | -15.4% | 13,377 | -19.3% | 0.38% | -15.3% |
| SJM | SMUCKER J M CO | $1,818,000 | -4.5% | 16,523 | 0.0% | 0.37% | -4.3% | |
| XEL | Sell | XCEL ENERGY INC | $1,807,000 | -14.1% | 27,850 | -21.2% | 0.37% | -13.9% |
| SPSB | Buy | SPDR SERIES TRUSTportfolio short | $1,803,000 | +8.7% | 58,460 | +8.6% | 0.37% | +9.1% |
| AGG | Buy | ISHARES TRcore us aggbd et | $1,769,000 | +10.4% | 15,633 | +8.7% | 0.36% | +10.6% |
| ITM | VANECK VECTORS ETF TRamt free int etf | $1,764,000 | +1.1% | 35,072 | 0.0% | 0.36% | +1.4% | |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $1,731,000 | -12.0% | 60,550 | -11.2% | 0.36% | -11.9% |
| PFE | Buy | PFIZER INC | $1,724,000 | -16.6% | 47,993 | +0.6% | 0.35% | -16.5% |
| HDS | Sell | HD SUPPLY HLDGS INC | $1,696,000 | -35.1% | 43,300 | -33.3% | 0.35% | -35.0% |
| HON | Sell | HONEYWELL INTL INC | $1,678,000 | -18.3% | 9,917 | -15.7% | 0.34% | -18.2% |
| DUK | Sell | DUKE ENERGY CORP NEW | $1,653,000 | -4.6% | 17,240 | -12.2% | 0.34% | -4.5% |
| EEFT | Sell | EURONET WORLDWIDE INC | $1,652,000 | -36.4% | 11,289 | -26.9% | 0.34% | -36.2% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $1,640,000 | -1.8% | 32,862 | +0.3% | 0.34% | -1.7% |
| GILD | Sell | GILEAD SCIENCES INC | $1,639,000 | -21.1% | 25,854 | -15.9% | 0.34% | -20.9% |
| LH | LABORATORY CORP AMER HLDGS | $1,603,000 | -2.8% | 9,540 | 0.0% | 0.33% | -2.4% | |
| T | Buy | AT&T INC | $1,568,000 | +15.6% | 41,437 | +2.4% | 0.32% | +15.8% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,559,000 | -6.6% | 12,049 | +0.5% | 0.32% | -6.4% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,479,000 | +1.0% | 9,793 | +0.4% | 0.30% | +1.0% |
| CRM | Sell | SALESFORCE COM INC | $1,459,000 | -32.5% | 9,827 | -31.0% | 0.30% | -32.3% |
| IRT | INDEPENDENCE RLTY TR INC | $1,459,000 | +23.6% | 101,990 | 0.0% | 0.30% | +24.0% | |
| CSGP | Buy | COSTAR GROUP INC | $1,420,000 | +11.0% | 2,394 | +3.7% | 0.29% | +11.0% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $1,414,000 | -20.4% | 6,505 | -10.6% | 0.29% | -20.3% |
| PYPL | Sell | PAYPAL HLDGS INC | $1,393,000 | -16.1% | 13,449 | -7.3% | 0.29% | -16.1% |
| SHW | New | SHERWIN WILLIAMS CO | $1,386,000 | – | 2,521 | +100.0% | 0.28% | – |
| SHYG | Sell | ISHARES TR0-5yr hi yl cp | $1,383,000 | -3.2% | 29,750 | -2.8% | 0.28% | -3.1% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $1,375,000 | +148.6% | 10,356 | +129.7% | 0.28% | +148.2% |
| XOM | Buy | EXXON MOBIL CORP | $1,315,000 | +2.1% | 18,622 | +10.8% | 0.27% | +2.3% |
| MRK | Buy | MERCK & CO INC | $1,302,000 | +0.5% | 15,464 | +0.1% | 0.27% | +0.8% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $1,294,000 | +9.1% | 23,622 | +5.7% | 0.27% | +9.5% |
| FISV | Sell | FISERV INC | $1,290,000 | +8.5% | 12,455 | -4.5% | 0.26% | +8.6% |
| SO | Buy | SOUTHERN CO | $1,274,000 | +12.4% | 20,629 | +0.7% | 0.26% | +12.4% |
| PRFZ | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $1,269,000 | -0.8% | 10,001 | -0.2% | 0.26% | -0.8% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,244,000 | +5.8% | 4,192 | +4.5% | 0.26% | +6.2% |
| FCNCA | Sell | FIRST CTZNS BANCSHARES INC Ncl a | $1,202,000 | -3.4% | 2,549 | -7.7% | 0.25% | -3.1% |
| VEEV | Buy | VEEVA SYS INC | $1,198,000 | -4.2% | 7,848 | +1.7% | 0.25% | -4.3% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $1,186,000 | +14.3% | 8,701 | +13.0% | 0.24% | +14.6% |
| ABBV | Sell | ABBVIE INC | $1,179,000 | -15.0% | 15,566 | -18.4% | 0.24% | -15.1% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $1,169,000 | -1.4% | 7,245 | +1.1% | 0.24% | -1.2% |
| D | Buy | DOMINION ENERGY INC | $1,147,000 | +6.0% | 14,157 | +1.2% | 0.24% | +6.3% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $1,142,000 | +23.3% | 5,193 | +3.6% | 0.24% | +23.7% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $1,138,000 | +2.2% | 3,906 | +3.1% | 0.23% | +2.6% |
| ADBE | Buy | ADOBE INC | $1,085,000 | -4.2% | 3,929 | +2.3% | 0.22% | -3.9% |
| IGSB | Buy | ISHARES TRsh tr crport etf | $1,060,000 | +301.5% | 19,742 | +299.7% | 0.22% | +303.7% |
| PGX | Buy | INVESCO EXCHNG TRADED FD TRpfd etf | $1,056,000 | +7.1% | 70,309 | +4.3% | 0.22% | +7.4% |
| LOW | Buy | LOWES COS INC | $1,051,000 | +9.0% | 9,558 | +0.0% | 0.22% | +9.1% |
| ORLY | Sell | O REILLY AUTOMOTIVE INC NEW | $1,039,000 | +5.4% | 2,606 | -2.4% | 0.21% | +5.9% |
| KNSL | Buy | KINSALE CAP GROUP INC | $1,035,000 | +17.1% | 10,021 | +3.7% | 0.21% | +17.7% |
| RY | Buy | ROYAL BK CDA MONTREAL QUE | $1,023,000 | +2.3% | 12,601 | +0.1% | 0.21% | +2.4% |
| EFG | Sell | ISHARES TReafe grwth etf | $1,005,000 | -1.4% | 12,479 | -1.1% | 0.21% | -1.0% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $1,004,000 | -12.5% | 31,507 | -11.8% | 0.21% | -12.3% |
| INTC | Buy | INTEL CORP | $982,000 | +9.2% | 19,052 | +1.4% | 0.20% | +9.2% |
| VNM | VANECK VECTORS ETF TRvietnam etf | $979,000 | +1.9% | 60,000 | 0.0% | 0.20% | +2.0% | |
| O | Sell | REALTY INCOME CORP | $977,000 | -3.8% | 12,745 | -13.5% | 0.20% | -3.8% |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $975,000 | +87.5% | 33,221 | +89.1% | 0.20% | +86.9% |
| EPI | WISDOMTREE TRindia erngs fd | $954,000 | -8.4% | 40,000 | 0.0% | 0.20% | -8.4% | |
| DVY | ISHARES TRselect divid etf | $950,000 | +2.4% | 9,319 | 0.0% | 0.20% | +2.6% | |
| CNQ | CANADIAN NAT RES LTD | $935,000 | -1.3% | 35,120 | 0.0% | 0.19% | -1.0% | |
| CELG | Sell | CELGENE CORP | $933,000 | -21.1% | 9,393 | -26.6% | 0.19% | -21.0% |
| WELL | Sell | WELLTOWER INC | $923,000 | +3.4% | 10,177 | -7.1% | 0.19% | +3.8% |
| VTR | Sell | VENTAS INC | $914,000 | +4.2% | 12,510 | -2.5% | 0.19% | +4.4% |
| BA | Buy | BOEING CO | $902,000 | +5.0% | 2,372 | +0.6% | 0.18% | +5.1% |
| DIS | Buy | DISNEY WALT CO | $891,000 | -6.4% | 6,836 | +0.3% | 0.18% | -6.2% |
| KMI | Buy | KINDER MORGAN INC DEL | $885,000 | +2.7% | 42,934 | +4.0% | 0.18% | +2.8% |
| MUB | Buy | ISHARES TRnational mun etf | $881,000 | +35.5% | 7,718 | +34.3% | 0.18% | +36.1% |
| AMGN | Sell | AMGEN INC | $882,000 | +1.1% | 4,556 | -3.7% | 0.18% | +1.1% |
| IEV | ISHARES TReurope etf | $865,000 | -1.8% | 20,000 | 0.0% | 0.18% | -1.7% | |
| MCD | Sell | MCDONALDS CORP | $865,000 | -11.5% | 4,027 | -14.4% | 0.18% | -11.4% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $832,000 | -0.2% | 14,708 | +0.7% | 0.17% | 0.0% |
| IR | Buy | INGERSOLL-RAND PLC | $833,000 | +1.3% | 6,759 | +4.2% | 0.17% | +1.2% |
| XMLV | New | INVESCO EXCHNG TRADED FD TRs&p midcp low | $792,000 | – | 15,062 | +100.0% | 0.16% | – |
| PAYC | Sell | PAYCOM SOFTWARE INC | $783,000 | -31.9% | 3,739 | -26.2% | 0.16% | -31.8% |
| MSCI | Sell | MSCI INC | $781,000 | -46.1% | 3,587 | -40.8% | 0.16% | -45.8% |
| EPAM | Buy | EPAM SYS INC | $767,000 | +6.1% | 4,205 | +0.6% | 0.16% | +6.8% |
| JPST | Buy | JP MORGAN EXCHANGE TRADED FDultra shrt inc | $764,000 | +90.5% | 15,150 | +90.6% | 0.16% | +91.5% |
| CART | CAROLINA TR BANCSHARES INC | $757,000 | +33.5% | 72,130 | 0.0% | 0.16% | +34.5% | |
| CWI | Buy | SPDR INDEX SHS FDSmsci acwi exus | $760,000 | +4.3% | 31,627 | +59.0% | 0.16% | +4.0% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $752,000 | -14.7% | 29,930 | -10.9% | 0.16% | -14.4% |
| GPN | Sell | GLOBAL PMTS INC | $748,000 | -1.1% | 4,704 | -0.4% | 0.15% | -0.6% |
| G | Buy | GENPACT LIMITED | $751,000 | +90.6% | 19,385 | +87.5% | 0.15% | +90.1% |
| CL | Sell | COLGATE PALMOLIVE CO | $741,000 | -14.4% | 10,081 | -16.6% | 0.15% | -14.6% |
| INXN | Sell | INTERXION HOLDING N.V | $731,000 | +3.7% | 8,969 | -3.1% | 0.15% | +3.4% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $726,000 | +15.8% | 21,171 | +20.9% | 0.15% | +15.5% |
| FLT | Sell | FLEETCOR TECHNOLOGIES INC | $719,000 | -8.3% | 2,506 | -10.2% | 0.15% | -8.1% |
| MANT | Sell | MANTECH INTL CORPcl a | $699,000 | -4.8% | 9,790 | -12.1% | 0.14% | -4.6% |
| CP | Buy | CANADIAN PAC RY LTD | $699,000 | -3.1% | 3,143 | +2.5% | 0.14% | -2.7% |
| AVGO | Buy | BROADCOM INC | $696,000 | +3.1% | 2,520 | +7.5% | 0.14% | +2.9% |
| IDXX | Buy | IDEXX LABS INC | $695,000 | +12.3% | 2,554 | +13.6% | 0.14% | +12.6% |
| DLR | Buy | DIGITAL RLTY TR INC | $688,000 | +11.1% | 5,298 | +0.9% | 0.14% | +11.0% |
| LULU | Buy | LULULEMON ATHLETICA INC | $685,000 | +10.0% | 3,557 | +3.0% | 0.14% | +10.2% |
| ZTS | Buy | ZOETIS INCcl a | $681,000 | +13.7% | 5,467 | +3.6% | 0.14% | +13.8% |
| WMT | Buy | WALMART INC | $680,000 | +7.8% | 5,730 | +0.3% | 0.14% | +7.7% |
| LHCG | Buy | LHC GROUP INC | $679,000 | -1.5% | 5,978 | +3.8% | 0.14% | -0.7% |
| KEYS | Buy | KEYSIGHT TECHNOLOGIES INC | $660,000 | +13.0% | 6,787 | +4.3% | 0.14% | +13.3% |
| HAE | Buy | HAEMONETICS CORP | $652,000 | +9.0% | 5,167 | +4.0% | 0.13% | +8.9% |
| LGIH | Buy | LGI HOMES INC | $643,000 | +17.8% | 7,720 | +1.0% | 0.13% | +17.9% |
| AON | Buy | AON PLC | $624,000 | +3.8% | 3,223 | +3.5% | 0.13% | +4.1% |
| AXP | Sell | AMERICAN EXPRESS CO | $623,000 | -4.3% | 5,268 | -0.2% | 0.13% | -4.5% |
| NEOG | Buy | NEOGEN CORP | $614,000 | +9.6% | 9,018 | +0.0% | 0.13% | +9.6% |
| GSHD | Buy | GOOSEHEAD INS INC | $607,000 | +5.9% | 12,308 | +2.6% | 0.12% | +5.9% |
| VMC | Buy | VULCAN MATLS CO | $610,000 | +13.8% | 4,031 | +3.3% | 0.12% | +13.6% |
| TROW | Buy | PRICE T ROWE GROUP INC | $596,000 | +4.2% | 5,218 | +0.1% | 0.12% | +5.1% |
| SFST | Sell | SOUTHERN FIRST BANCSHARES IN | $593,000 | +1.2% | 14,882 | -0.5% | 0.12% | +1.7% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $594,000 | +12.9% | 6,437 | +5.2% | 0.12% | +13.0% |
| ADUS | Sell | ADDUS HOMECARE CORP | $583,000 | -14.3% | 7,359 | -18.9% | 0.12% | -14.3% |
| NMIH | Buy | NMI HLDGS INCcl a | $577,000 | -1.2% | 21,975 | +6.9% | 0.12% | -0.8% |
| FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $571,000 | +12.0% | 15,122 | +11.7% | 0.12% | +11.4% |
| SWKS | Sell | SKYWORKS SOLUTIONS INC | $559,000 | -29.4% | 7,050 | -31.3% | 0.12% | -29.4% |
| KO | COCA COLA CO | $553,000 | +7.0% | 10,150 | 0.0% | 0.11% | +7.5% | |
| FTSM | FIRST TR EXCHANGE TRADED FDfirst tr enh new | $553,000 | +0.2% | 9,200 | 0.0% | 0.11% | +0.9% | |
| APD | Sell | AIR PRODS & CHEMS INC | $548,000 | -39.9% | 2,468 | -38.7% | 0.11% | -39.6% |
| WLTW | Buy | WILLIS TOWERS WATSON PUB LTD | $549,000 | +3.8% | 2,847 | +3.1% | 0.11% | +3.7% |
| BND | Buy | VANGUARD BD INDEX FD INCtotal bnd mrkt | $543,000 | +1.9% | 6,426 | +0.1% | 0.11% | +2.8% |
| OUSM | OSI ETF TRoshares ftse | $535,000 | +1.5% | 19,185 | 0.0% | 0.11% | +1.9% | |
| COST | Sell | COSTCO WHSL CORP NEW | $533,000 | +5.5% | 1,850 | -3.2% | 0.11% | +5.8% |
| DBEF | Buy | DBX ETF TRxtrack msci eafe | $519,000 | +6.1% | 16,061 | +3.9% | 0.11% | +7.0% |
| WEX | New | WEX INC | $518,000 | – | 2,563 | +100.0% | 0.11% | – |
| WFC | Buy | WELLS FARGO CO NEW | $521,000 | +7.0% | 10,324 | +0.4% | 0.11% | +7.0% |
| SWX | New | SOUTHWEST GAS HOLDINGS INC | $515,000 | – | 5,655 | +100.0% | 0.11% | – |
| FIVE | Sell | FIVE BELOW INC | $515,000 | -61.1% | 4,087 | -63.0% | 0.11% | -61.0% |
| KSU | New | KANSAS CITY SOUTHERN | $513,000 | – | 3,858 | +100.0% | 0.10% | – |
| NOK | Buy | NOKIA CORPsponsored adr | $513,000 | +9.9% | 101,402 | +8.7% | 0.10% | +9.4% |
| FANG | Sell | DIAMONDBACK ENERGY INC | $505,000 | -32.0% | 5,619 | -17.6% | 0.10% | -32.0% |
| FIVN | Buy | FIVE9 INC | $507,000 | +5.8% | 9,441 | +1.2% | 0.10% | +6.1% |
| RGEN | Buy | REPLIGEN CORP | $500,000 | -8.8% | 6,514 | +2.2% | 0.10% | -8.0% |
| INFO | New | IHS MARKIT LTD | $501,000 | – | 7,493 | +100.0% | 0.10% | – |
| ESNT | Sell | ESSENT GROUP LTD | $495,000 | -1.2% | 10,377 | -2.7% | 0.10% | -1.0% |
| BIOS | New | OPTION CARE HEALTH INC | $496,000 | – | 154,953 | +100.0% | 0.10% | – |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $486,000 | +14.1% | 9,033 | +12.4% | 0.10% | +14.9% |
| NTIC | Buy | NORTHERN TECH INTL CORP | $483,000 | +0.6% | 39,365 | +100.5% | 0.10% | 0.0% |
| SAIA | Sell | SAIA INC | $471,000 | +7.0% | 5,026 | -26.1% | 0.10% | +7.8% |
| CSOD | Buy | CORNERSTONE ONDEMAND INC | $471,000 | -2.7% | 8,590 | +2.9% | 0.10% | -2.0% |
| BAC | Sell | BANK AMER CORP | $462,000 | -2.5% | 15,849 | -3.1% | 0.10% | -2.1% |
| PG | Sell | PROCTER & GAMBLE CO | $458,000 | +12.8% | 3,680 | -0.7% | 0.09% | +13.3% |
| AYX | Sell | ALTERYX INC | $456,000 | -16.9% | 4,246 | -15.6% | 0.09% | -16.8% |
| TPR | TAPESTRY INC | $452,000 | -18.0% | 17,361 | 0.0% | 0.09% | -17.7% | |
| FUN | Sell | CEDAR FAIR L Pdepositry unit | $454,000 | +6.6% | 7,780 | -12.8% | 0.09% | +6.9% |
| AZZ | Buy | AZZ INC | $447,000 | -2.2% | 10,255 | +3.4% | 0.09% | -2.1% |
| VTEB | Buy | VANGUARD MUN BD FD INCtax exempt bd | $442,000 | +54.5% | 8,240 | +53.0% | 0.09% | +54.2% |
| ECPG | Sell | ENCORE CAP GROUP INC | $440,000 | -2.2% | 13,207 | -0.6% | 0.09% | -2.2% |
| DIA | SPDR DOW JONES INDL AVRG ETFut ser 1 | $431,000 | +1.4% | 1,600 | 0.0% | 0.09% | +2.3% | |
| TEAM | Sell | ATLASSIAN CORP PLCcl a | $427,000 | -7.8% | 3,401 | -3.8% | 0.09% | -7.4% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $428,000 | +8.1% | 4,590 | +1.3% | 0.09% | +8.6% |
| ICSH | Sell | ISHARES TRultr sh trm bd | $428,000 | -5.1% | 8,500 | -5.0% | 0.09% | -5.4% |
| CCEP | Buy | COCA COLA EUROPEAN PARTNERS | $425,000 | +1.0% | 7,662 | +2.8% | 0.09% | +1.2% |
| CVET | Sell | COVETRUS INC | $424,000 | -59.9% | 35,668 | -17.6% | 0.09% | -59.9% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $414,000 | -82.9% | 6,994 | -81.6% | 0.08% | -82.9% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $414,000 | +9.2% | 1,874 | +1.2% | 0.08% | +9.0% |
| PM | Sell | PHILIP MORRIS INTL INC | $413,000 | -29.3% | 5,437 | -26.8% | 0.08% | -29.2% |
| MYRG | Sell | MYR GROUP INC DEL | $415,000 | -16.5% | 13,250 | -0.5% | 0.08% | -16.7% |
| PCN | Sell | PIMCO CORPORATE INCOME STRAT | $403,000 | +5.5% | 21,950 | -1.8% | 0.08% | +6.4% |
| COP | Sell | CONOCOPHILLIPS | $403,000 | -36.9% | 7,073 | -32.5% | 0.08% | -36.6% |
| PCTY | Sell | PAYLOCITY HLDG CORP | $400,000 | -27.4% | 4,098 | -30.2% | 0.08% | -27.4% |
| DEM | Buy | WISDOMTREE TRemer mkt high fd | $395,000 | -5.7% | 9,562 | +1.9% | 0.08% | -5.8% |
| SPHY | Buy | SPDR SERIES TRUSTportfli high yld | $394,000 | +12.3% | 15,072 | +12.4% | 0.08% | +12.5% |
| ENTG | New | ENTEGRIS INC | $396,000 | – | 8,422 | +100.0% | 0.08% | – |
| AEIS | Sell | ADVANCED ENERGY INDS | $377,000 | +1.3% | 6,570 | -0.6% | 0.08% | +2.6% |
| CVCO | Buy | CAVCO INDS INC DEL | $374,000 | +54.5% | 1,949 | +26.6% | 0.08% | +54.0% |
| XLNX | Sell | XILINX INC | $375,000 | -20.9% | 3,912 | -2.6% | 0.08% | -20.6% |
| DORM | Buy | DORMAN PRODUCTS INC | $370,000 | +25.4% | 4,653 | +37.3% | 0.08% | +24.6% |
| BATRK | Buy | LIBERTY MEDIA CORP DELAWARE | $356,000 | +44.1% | 12,821 | +44.9% | 0.07% | +43.1% |
| HCCI | Sell | HERITAGE CRYSTAL CLEAN INC | $346,000 | 0.0% | 13,063 | -0.6% | 0.07% | 0.0% |
| SSB | Buy | SOUTH ST CORP | $343,000 | +2.7% | 4,556 | +0.4% | 0.07% | +2.9% |
| HYMB | Buy | SPDR SERIES TRUSTnuv hghyld mun | $343,000 | +4.9% | 5,786 | +3.3% | 0.07% | +6.0% |
| IIVI | Sell | II VI INC | $334,000 | -4.0% | 9,482 | -0.5% | 0.07% | -2.8% |
| RNST | Buy | RENASANT CORP | $335,000 | -2.0% | 9,568 | +0.4% | 0.07% | -1.4% |
| ISBC | Buy | INVESTORS BANCORP INC NEW | $333,000 | +5.4% | 29,319 | +3.4% | 0.07% | +4.6% |
| SUM | Buy | SUMMIT MATLS INCcl a | $329,000 | +15.8% | 14,810 | +0.5% | 0.07% | +17.2% |
| BV | Sell | BRIGHTVIEW HLDGS INC | $330,000 | -8.8% | 19,219 | -0.6% | 0.07% | -8.1% |
| ENB | ENBRIDGE INC | $329,000 | -2.7% | 9,366 | 0.0% | 0.07% | -1.4% | |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $333,000 | +0.6% | 1,992 | +2.0% | 0.07% | 0.0% |
| CBM | Buy | CAMBREX CORP | $323,000 | +32.9% | 5,436 | +4.9% | 0.07% | +32.0% |
| OEF | ISHARES TRs&p 100 etf | $317,000 | +1.6% | 2,410 | 0.0% | 0.06% | +1.6% | |
| BCE | Buy | BCE INC | $313,000 | +7.9% | 6,465 | +1.4% | 0.06% | +6.7% |
| JFR | Sell | NUVEEN FLOATING RATE INCOME | $306,000 | -17.3% | 31,525 | -16.0% | 0.06% | -17.1% |
| RXN | New | REXNORD CORP NEW | $307,000 | – | 11,355 | +100.0% | 0.06% | – |
| PNFP | Sell | PINNACLE FINL PARTNERS INC | $301,000 | -2.0% | 5,305 | -0.6% | 0.06% | -1.6% |
| ORI | Sell | OLD REP INTL CORP | $300,000 | 0.0% | 12,738 | -4.9% | 0.06% | 0.0% |
| BK | Sell | BANK NEW YORK MELLON CORP | $303,000 | -3.5% | 6,710 | -5.6% | 0.06% | -3.1% |
| LLY | LILLY ELI & CO | $297,000 | +1.0% | 2,657 | 0.0% | 0.06% | +1.7% | |
| CVS | Buy | CVS HEALTH CORP | $296,000 | +22.3% | 4,697 | +5.8% | 0.06% | +22.0% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $295,000 | +5.0% | 3,787 | +5.6% | 0.06% | +5.2% |
| DG | Buy | DOLLAR GEN CORP NEW | $298,000 | +17.3% | 1,878 | +0.1% | 0.06% | +17.3% |
| GTLS | Sell | CHART INDS INC | $292,000 | -70.3% | 4,686 | -63.3% | 0.06% | -70.3% |
| DXJ | Buy | WISDOMTREE TRjapn hedge eqt | $288,000 | +3.6% | 5,714 | +0.2% | 0.06% | +3.5% |
| NJR | NEW JERSEY RES | $285,000 | -9.2% | 6,300 | 0.0% | 0.06% | -7.8% | |
| VIRT | Sell | VIRTU FINL INCcl a | $286,000 | -25.3% | 17,493 | -0.5% | 0.06% | -25.3% |
| MGC | VANGUARD WORLD FDmega cap index | $278,000 | +1.8% | 2,700 | 0.0% | 0.06% | +1.8% | |
| RDSB | New | ROYAL DUTCH SHELL PLCspon adr b | $277,000 | – | 4,619 | +100.0% | 0.06% | – |
| HQY | New | HEALTHEQUITY INC | $279,000 | – | 4,886 | +100.0% | 0.06% | – |
| SRLN | Buy | SSGA ACTIVE ETF TRblkstn gsosrln | $271,000 | +0.4% | 5,849 | +0.1% | 0.06% | +1.8% |
| AMBA | New | AMBARELLA INC | $266,000 | – | 4,238 | +100.0% | 0.06% | – |
| LILAK | Sell | LIBERTY LATIN AMERICA LTD | $268,000 | -1.1% | 15,677 | -0.6% | 0.06% | -1.8% |
| ET | Sell | ENERGY TRANSFER LP | $266,000 | -24.9% | 20,325 | -19.1% | 0.06% | -24.7% |
| NBTB | NBT BANCORP INC | $261,000 | -2.6% | 7,134 | 0.0% | 0.05% | -1.8% | |
| TRP | Buy | TC ENERGY CORP | $261,000 | +6.1% | 5,040 | +1.4% | 0.05% | +8.0% |
| AIT | Sell | APPLIED INDL TECHNOLOGIES IN | $257,000 | -8.2% | 4,525 | -0.6% | 0.05% | -7.0% |
| LMT | LOCKHEED MARTIN CORP | $256,000 | +7.6% | 655 | 0.0% | 0.05% | +8.2% | |
| IUSV | Buy | ISHARES TRcore s&p us vlu | $251,000 | +15.7% | 4,334 | +13.0% | 0.05% | +15.6% |
| SCHW | THE CHARLES SCHWAB CORPORATI | $251,000 | +4.1% | 5,989 | 0.0% | 0.05% | +6.1% | |
| SPSM | New | SPDR SERIES TRUSTportfolio sm etf | $254,000 | – | 8,465 | +100.0% | 0.05% | – |
| SPAB | New | SPDR SERIES TRUSTportfolio agrgte | $252,000 | – | 8,500 | +100.0% | 0.05% | – |
| IRM | Buy | IRON MTN INC NEW | $251,000 | +6.8% | 7,760 | +3.3% | 0.05% | +8.3% |
| EMLP | Buy | FIRST TR EXCHANGE TRADED FDno amer energy | $252,000 | +8.2% | 9,837 | +6.2% | 0.05% | +8.3% |
| CADE | Sell | CADENCE BANCORPORATIONcl a | $250,000 | -16.4% | 14,274 | -0.6% | 0.05% | -16.4% |
| NVS | NOVARTIS A Gsponsored adr | $244,000 | -5.1% | 2,810 | 0.0% | 0.05% | -5.7% | |
| CHY | Buy | CALAMOS CONV & HIGH INCOME F | $237,000 | 0.0% | 21,521 | +0.3% | 0.05% | 0.0% |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $240,000 | +8.6% | 3,700 | 0.0% | 0.05% | +8.9% | |
| FNV | New | FRANCO NEVADA CORP | $212,000 | – | 2,322 | +100.0% | 0.04% | – |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $215,000 | -1.8% | 1,035 | +0.9% | 0.04% | -2.2% |
| SUB | New | ISHARES TRshrt nat mun etf | $216,000 | – | 2,030 | +100.0% | 0.04% | – |
| MAR | MARRIOTT INTL INC NEWcl a | $207,000 | -11.5% | 1,667 | 0.0% | 0.04% | -10.4% | |
| WRE | Sell | WASHINGTON REAL ESTATE INVTsh ben int | $208,000 | -4.1% | 7,600 | -6.2% | 0.04% | -4.4% |
| HD | New | HOME DEPOT INC | $208,000 | – | 898 | +100.0% | 0.04% | – |
| FDX | Buy | FEDEX CORP | $207,000 | +1.5% | 1,424 | +14.8% | 0.04% | +2.4% |
| SPTI | New | SPDR SERIES TRUSTportfli intrmdit | $205,000 | – | 6,560 | +100.0% | 0.04% | – |
| ROKU | New | ROKU INC | $205,000 | – | 2,011 | +100.0% | 0.04% | – |
| ACWI | Sell | ISHARES TRmsci acwi etf | $202,000 | -11.8% | 2,738 | -11.9% | 0.04% | -10.6% |
| NMI | Buy | NUVEEN MUN INCOME FD INC | $156,000 | +31.1% | 13,590 | +28.3% | 0.03% | +33.3% |
| JRO | NUVEEN FLTNG RTE INCM OPP FD | $128,000 | -2.3% | 13,400 | 0.0% | 0.03% | -3.7% | |
| FAX | ABERDEEN ASIA PACIFIC INCOM | $96,000 | 0.0% | 23,000 | 0.0% | 0.02% | 0.0% | |
| BE | Sell | BLOOM ENERGY CORP | $58,000 | -73.5% | 17,743 | -0.6% | 0.01% | -73.3% |
| HOSSQ | Buy | HORNBECK OFFSHORE SVCS INC N | $41,000 | -35.9% | 53,531 | +5.3% | 0.01% | -38.5% |
| TRXC | Exit | TRANSENTERIX INC | $0 | – | -20,000 | -100.0% | -0.01% | – |
| ETR | Exit | ENTERGY CORP NEW | $0 | – | -1,967 | -100.0% | -0.04% | – |
| USAT | Exit | USA TECHNOLOGIES INC | $0 | – | -27,661 | -100.0% | -0.04% | – |
| DY | Exit | DYCOM INDS INC | $0 | – | -3,514 | -100.0% | -0.04% | – |
| CENTA | Exit | CENTRAL GARDEN & PET COcl a non-vtg | $0 | – | -9,222 | -100.0% | -0.05% | – |
| FNSR | Exit | FINISAR CORP | $0 | – | -10,475 | -100.0% | -0.05% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -5,313 | -100.0% | -0.05% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -4,505 | -100.0% | -0.06% | – |
| ZM | Exit | ZOOM VIDEO COMMUNICATIONS INcl a | $0 | – | -3,557 | -100.0% | -0.06% | – |
| GDDY | Exit | GODADDY INCcl a | $0 | – | -4,527 | -100.0% | -0.06% | – |
| VPG | Exit | VISHAY PRECISION GROUP INC | $0 | – | -8,699 | -100.0% | -0.07% | – |
| DSGX | Exit | DESCARTES SYS GROUP INC | $0 | – | -10,027 | -100.0% | -0.08% | – |
| ILMN | Exit | ILLUMINA INC | $0 | – | -1,038 | -100.0% | -0.08% | – |
| CHGG | Exit | CHEGG INC | $0 | – | -10,142 | -100.0% | -0.08% | – |
| BL | Exit | BLACKLINE INC | $0 | – | -7,270 | -100.0% | -0.08% | – |
| MNRO | Exit | MONRO INC | $0 | – | -4,679 | -100.0% | -0.08% | – |
| DATA | Exit | TABLEAU SOFTWARE INCcl a | $0 | – | -2,524 | -100.0% | -0.09% | – |
| BIOS | Exit | BIOSCRIP INC | $0 | – | -166,049 | -100.0% | -0.09% | – |
| TWLO | Exit | TWILIO INCcl a | $0 | – | -3,290 | -100.0% | -0.09% | – |
| ZEN | Exit | ZENDESK INC | $0 | – | -5,198 | -100.0% | -0.10% | – |
| OLLI | Exit | OLLIES BARGAIN OUTLT HLDGS I | $0 | – | -5,441 | -100.0% | -0.10% | – |
| GLOB | Exit | GLOBANT S A | $0 | – | -4,662 | -100.0% | -0.10% | – |
| WMGI | Exit | WRIGHT MED GROUP N V | $0 | – | -15,867 | -100.0% | -0.10% | – |
| RNG | Exit | RINGCENTRAL INCcl a | $0 | – | -4,245 | -100.0% | -0.10% | – |
| NSP | Exit | INSPERITY INC | $0 | – | -3,993 | -100.0% | -0.10% | – |
| SPSC | Exit | SPS COMMERCE INC | $0 | – | -4,871 | -100.0% | -0.10% | – |
| HZNP | Exit | HORIZON THERAPEUTICS PUB LTD | $0 | – | -21,766 | -100.0% | -0.11% | – |
| WDAY | Exit | WORKDAY INCcl a | $0 | – | -2,723 | -100.0% | -0.12% | – |
| PLNT | Exit | PLANET FITNESS INCcl a | $0 | – | -8,166 | -100.0% | -0.12% | – |
| TTD | Exit | THE TRADE DESK INC | $0 | – | -2,674 | -100.0% | -0.12% | – |
| DPZ | Exit | DOMINOS PIZZA INC | $0 | – | -2,324 | -100.0% | -0.13% | – |
| CYBR | Exit | CYBERARK SOFTWARE LTD | $0 | – | -5,299 | -100.0% | -0.14% | – |
| ADSK | Exit | AUTODESK INC | $0 | – | -4,218 | -100.0% | -0.14% | – |
| WP | Exit | WORLDPAY INCcl a | $0 | – | -5,972 | -100.0% | -0.15% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -1,992 | -100.0% | -0.15% | – |
| HUBS | Exit | HUBSPOT INC | $0 | – | -4,442 | -100.0% | -0.16% | – |
| LPLA | Exit | LPL FINL HLDGS INC | $0 | – | -9,486 | -100.0% | -0.16% | – |
| TREE | Exit | LENDINGTREE INC NEW | $0 | – | -2,196 | -100.0% | -0.19% | – |
| NSC | Exit | NORFOLK SOUTHERN CORP | $0 | – | -5,607 | -100.0% | -0.23% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 43 | Q3 2023 | 3.6% |
| VISA INC CL A | 43 | Q3 2023 | 3.5% |
| NIKE INC | 43 | Q3 2023 | 3.1% |
| ECOLAB INC COM | 43 | Q3 2023 | 3.1% |
| ISHARES TR | 43 | Q3 2023 | 5.4% |
| COPART INC | 43 | Q3 2023 | 2.4% |
| APPLE INC | 43 | Q3 2023 | 2.4% |
| TRACTOR SUPPLY CO COM | 43 | Q3 2023 | 2.1% |
| PEPSICO INCORPORATED | 43 | Q3 2023 | 3.3% |
| LAUDER ESTEE COS INC | 43 | Q3 2023 | 1.6% |
View SHEETS SMITH WEALTH MANAGEMENT's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-08-09 |
| 13F-HR/A | 2023-05-26 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-03-08 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-01-20 |
View SHEETS SMITH WEALTH MANAGEMENT's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.