$657 Million is the total value of SHEETS SMITH WEALTH MANAGEMENT's 485 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LGLV | New | SPDR SER TRssga us lrg etf | $1,285,048 | – | 9,624 | +100.0% | 0.20% | – |
| TFLO | New | ISHARES TRtrs flt rt bd | $1,058,132 | – | 20,854 | +100.0% | 0.16% | – |
| New | ATLANTA BRAVES HLDGS INC | $623,310 | – | 17,445 | +100.0% | 0.10% | – | |
| CCI | New | CROWN CASTLE INC | $567,825 | – | 6,170 | +100.0% | 0.09% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $518,543 | – | 3,098 | +100.0% | 0.08% | – |
| ROLL | New | RBC BEARINGS INC | $426,351 | – | 1,821 | +100.0% | 0.06% | – |
| CRM | New | SALESFORCE INC | $416,307 | – | 2,053 | +100.0% | 0.06% | – |
| GNTX | New | GENTEX CORP | $384,623 | – | 11,820 | +100.0% | 0.06% | – |
| EXP | New | EAGLE MATLS INC | $379,000 | – | 2,276 | +100.0% | 0.06% | – |
| MIDE | New | DBX ETF TRxtrackers s&p md | $352,921 | – | 14,074 | +100.0% | 0.05% | – |
| WDAY | New | WORKDAY INCcl a | $340,108 | – | 1,583 | +100.0% | 0.05% | – |
| DXJS | New | WISDOMTREE TRjpn scap hdg eqt | $307,046 | – | 10,691 | +100.0% | 0.05% | – |
| New | EXCHANGE TRADED CONCEPTS TRindia internet & | $273,619 | – | 21,764 | +100.0% | 0.04% | – | |
| New | KENVUE INC | $246,649 | – | 12,283 | +100.0% | 0.04% | – | |
| CARR | New | CARRIER GLOBAL CORPORATION | $209,339 | – | 3,792 | +100.0% | 0.03% | – |
| New | VANECK ETF TRUSTclo etf | $208,640 | – | 4,000 | +100.0% | 0.03% | – | |
| INTC | New | INTEL CORP | $203,225 | – | 5,717 | +100.0% | 0.03% | – |
| New | DIAMOND OFFSHORE DRILLING IN | $180,285 | – | 12,281 | +100.0% | 0.03% | – | |
| HYGV | New | FLEXSHARES TRhig yld vl etf | $161,545 | – | 4,063 | +100.0% | 0.02% | – |
| LIT | New | GLOBAL X FDSlithium btry etf | $156,987 | – | 2,846 | +100.0% | 0.02% | – |
| SPBO | New | SPDR SER TRportfolio crport | $157,206 | – | 5,700 | +100.0% | 0.02% | – |
| IXUS | New | ISHARES TRcore msci total | $149,135 | – | 2,486 | +100.0% | 0.02% | – |
| BSCO | New | INVESCO EXCH TRD SLF IDX FD | $148,245 | – | 7,172 | +100.0% | 0.02% | – |
| ACWX | New | ISHARES TRmsci acwi ex us | $148,566 | – | 3,160 | +100.0% | 0.02% | – |
| JNK | New | SPDR SER TRbloomberg high y | $152,558 | – | 1,688 | +100.0% | 0.02% | – |
| SLQD | New | ISHARES TR0-5yr invt gr cp | $141,585 | – | 2,950 | +100.0% | 0.02% | – |
| DFAC | New | DIMENSIONAL ETF TRUSTus core equity 2 | $144,376 | – | 5,511 | +100.0% | 0.02% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $144,154 | – | 879 | +100.0% | 0.02% | – |
| New | ALPS ETF TRoshares us qualt | $141,220 | – | 3,368 | +100.0% | 0.02% | – | |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $139,369 | – | 2,365 | +100.0% | 0.02% | – |
| SMLE | New | DBX ETF TRxtrackers s&p sm | $140,460 | – | 6,098 | +100.0% | 0.02% | – |
| IBMN | New | ISHARES TRibonds dec 25 | $130,400 | – | 5,000 | +100.0% | 0.02% | – |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $130,200 | – | 1,621 | +100.0% | 0.02% | – |
| HYXF | New | ISHARES TResg advncd hy bd | $129,268 | – | 2,993 | +100.0% | 0.02% | – |
| GOVT | New | ISHARES TRus treas bd etf | $122,322 | – | 5,550 | +100.0% | 0.02% | – |
| SPTI | New | SPDR SER TRportfli intrmdit | $123,885 | – | 4,500 | +100.0% | 0.02% | – |
| SRVR | New | PACER FDS TRdata and infrast | $117,800 | – | 4,550 | +100.0% | 0.02% | – |
| IJS | New | ISHARES TRsp smcp600vl etf | $120,625 | – | 1,352 | +100.0% | 0.02% | – |
| BSCQ | New | INVESCO EXCH TRD SLF IDX FD | $115,041 | – | 6,124 | +100.0% | 0.02% | – |
| IEMG | New | ISHARES INCcore msci emkt | $112,175 | – | 2,357 | +100.0% | 0.02% | – |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $113,018 | – | 1,554 | +100.0% | 0.02% | – |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $110,840 | – | 2,506 | +100.0% | 0.02% | – |
| DON | New | WISDOMTREE TRus midcap divid | $102,605 | – | 2,505 | +100.0% | 0.02% | – |
| ESG | New | FLEXSHARES TRstox us esg slct | $105,381 | – | 1,000 | +100.0% | 0.02% | – |
| EIRL | New | ISHARES TRmsci ireland etf | $108,060 | – | 2,000 | +100.0% | 0.02% | – |
| HYD | New | VANECK ETF TRUSThigh yld munietf | $98,140 | – | 2,000 | +100.0% | 0.02% | – |
| IBB | New | ISHARES TRishares biotech | $100,806 | – | 824 | +100.0% | 0.02% | – |
| IWB | New | ISHARES TRrus 1000 etf | $97,488 | – | 415 | +100.0% | 0.02% | – |
| PAVE | New | GLOBAL X FDSus infr dev etf | $97,239 | – | 3,201 | +100.0% | 0.02% | – |
| SMMU | New | PIMCO ETF TRshtrm mun bd act | $99,124 | – | 2,025 | +100.0% | 0.02% | – |
| FNDA | New | SCHWAB STRATEGIC TRschwab fdt us sc | $95,428 | – | 1,968 | +100.0% | 0.02% | – |
| IBMP | New | ISHARES TRibonds dec 27 | $97,920 | – | 4,000 | +100.0% | 0.02% | – |
| BGRN | New | ISHARES TRusd grn bond etf | $91,479 | – | 2,027 | +100.0% | 0.01% | – |
| OIH | New | VANECK ETF TRUSToil services etf | $90,746 | – | 263 | +100.0% | 0.01% | – |
| HDV | New | ISHARES TRcore high dv etf | $90,682 | – | 917 | +100.0% | 0.01% | – |
| SPSM | New | SPDR SER TRportfolio s&p600 | $91,143 | – | 2,470 | +100.0% | 0.01% | – |
| SUSB | New | ISHARES TResg awre 1 5 yr | $92,608 | – | 3,896 | +100.0% | 0.01% | – |
| INDS | New | PACER FDS TRindustrial relet | $89,505 | – | 2,550 | +100.0% | 0.01% | – |
| EAGG | New | ISHARES TResg awr us agrgt | $90,600 | – | 2,000 | +100.0% | 0.01% | – |
| VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $87,354 | – | 1,508 | +100.0% | 0.01% | – |
| VOO | New | VANGUARD INDEX FDS | $88,203 | – | 225 | +100.0% | 0.01% | – |
| SPAB | New | SPDR SER TRportfolio agrgte | $85,190 | – | 3,500 | +100.0% | 0.01% | – |
| RWR | New | SPDR SER TRdj reit etf | $84,920 | – | 1,024 | +100.0% | 0.01% | – |
| IYH | New | ISHARES TRus hlthcare etf | $77,240 | – | 286 | +100.0% | 0.01% | – |
| REMX | New | VANECK ETF TRUSTrare earth/strtg | $78,999 | – | 1,191 | +100.0% | 0.01% | – |
| PZA | New | INVESCO EXCH TRADED FD TR IInatl amt muni | $77,560 | – | 3,500 | +100.0% | 0.01% | – |
| FLOT | New | ISHARES TRfltg rate nt etf | $76,081 | – | 1,495 | +100.0% | 0.01% | – |
| ESHY | New | DBX ETF TRxtrck jp mrg esg | $73,059 | – | 4,116 | +100.0% | 0.01% | – |
| EASG | New | DBX ETF TRxtrackers msci | $71,368 | – | 2,660 | +100.0% | 0.01% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $71,279 | – | 377 | +100.0% | 0.01% | – |
| ILCG | New | ISHARES TRmorningstar grwt | $70,089 | – | 1,175 | +100.0% | 0.01% | – |
| FNDF | New | SCHWAB STRATEGIC TRschwb fdt int lg | $66,507 | – | 2,100 | +100.0% | 0.01% | – |
| PDP | New | INVESCO EXCHANGE TRADED FD Tdorsey wright mo | $66,981 | – | 870 | +100.0% | 0.01% | – |
| KRE | New | SPDR SER TRs&p regl bkg | $68,318 | – | 1,636 | +100.0% | 0.01% | – |
| IHI | New | ISHARES TRu.s. med dvc etf | $67,653 | – | 1,395 | +100.0% | 0.01% | – |
| IUSG | New | ISHARES TRcore s&p us gwt | $61,410 | – | 648 | +100.0% | 0.01% | – |
| QUAL | New | ISHARES TRmsci usa qlt fct | $57,329 | – | 435 | +100.0% | 0.01% | – |
| XSVM | New | INVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt | $54,891 | – | 1,140 | +100.0% | 0.01% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $51,619 | – | 340 | +100.0% | 0.01% | – |
| CMF | New | ISHARES TRcalif mun bd etf | $55,224 | – | 1,007 | +100.0% | 0.01% | – |
| SPHQ | New | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $55,632 | – | 1,112 | +100.0% | 0.01% | – |
| XBI | New | SPDR SER TRs&p biotech | $54,911 | – | 752 | +100.0% | 0.01% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $51,815 | – | 573 | +100.0% | 0.01% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $53,956 | – | 338 | +100.0% | 0.01% | – |
| BSJO | New | INVESCO EXCH TRD SLF IDX FD | $43,326 | – | 1,927 | +100.0% | 0.01% | – |
| EFAV | New | ISHARES TRmsci eafe min vl | $48,589 | – | 745 | +100.0% | 0.01% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $49,039 | – | 1,292 | +100.0% | 0.01% | – |
| New | BEAMR IMAGING LTD | $43,750 | – | 25,000 | +100.0% | 0.01% | – | |
| IWN | New | ISHARES TRrus 2000 val etf | $46,629 | – | 344 | +100.0% | 0.01% | – |
| IEUR | New | ISHARES TRcore msci euro | $49,064 | – | 988 | +100.0% | 0.01% | – |
| BSCP | New | INVESCO EXCH TRD SLF IDX FD | $36,278 | – | 1,804 | +100.0% | 0.01% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $37,916 | – | 967 | +100.0% | 0.01% | – |
| BSJP | New | INVESCO EXCH TRD SLF IDX FD | $36,710 | – | 1,633 | +100.0% | 0.01% | – |
| BSCR | New | INVESCO EXCH TRD SLF IDX FD | $40,824 | – | 2,179 | +100.0% | 0.01% | – |
| PSR | New | INVESCO ACTIVELY MANAGED ETFactive us real | $39,501 | – | 500 | +100.0% | 0.01% | – |
| BSJR | New | INVESCO EXCH TRD SLF IDX FD | $39,535 | – | 1,847 | +100.0% | 0.01% | – |
| CWB | New | SPDR SER TRbbg conv sec etf | $33,222 | – | 490 | +100.0% | 0.01% | – |
| IJK | New | ISHARES TRs&p mc 400gr etf | $31,135 | – | 431 | +100.0% | 0.01% | – |
| IMCG | New | ISHARES TRmrgstr md cp grw | $33,885 | – | 593 | +100.0% | 0.01% | – |
| PFF | New | ISHARES TRpfd and incm sec | $33,165 | – | 1,100 | +100.0% | 0.01% | – |
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $33,826 | – | 236 | +100.0% | 0.01% | – |
| IYW | New | ISHARES TRu.s. tech etf | $34,938 | – | 333 | +100.0% | 0.01% | – |
| XTN | New | SPDR SER TRs&p transn etf | $32,421 | – | 433 | +100.0% | 0.01% | – |
| EMSG | New | DBX ETF TRxtkr msci emrg | $35,921 | – | 1,574 | +100.0% | 0.01% | – |
| DSI | New | ISHARES TRmsci kld400 soc | $32,564 | – | 400 | +100.0% | 0.01% | – |
| SOXX | New | ISHARES TRishares semicdtr | $30,787 | – | 65 | +100.0% | 0.01% | – |
| GUNR | New | FLEXSHARES TRmornstar upstr | $32,231 | – | 797 | +100.0% | 0.01% | – |
| IJJ | New | ISHARES TRs&p mc 400vl etf | $30,885 | – | 306 | +100.0% | 0.01% | – |
| SPYD | New | SPDR SER TRprtflo s&p500 hi | $35,497 | – | 1,012 | +100.0% | 0.01% | – |
| EFV | New | ISHARES TReafe value etf | $25,101 | – | 513 | +100.0% | 0.00% | – |
| FNDE | New | SCHWAB STRATEGIC TRschwb fdt emk lg | $28,842 | – | 1,100 | +100.0% | 0.00% | – |
| PFFD | New | GLOBAL X FDSus pfd etf | $28,535 | – | 1,517 | +100.0% | 0.00% | – |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $25,596 | – | 326 | +100.0% | 0.00% | – |
| BSCN | New | INVESCO EXCH TRD SLF IDX FD | $29,510 | – | 1,390 | +100.0% | 0.00% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $25,268 | – | 367 | +100.0% | 0.00% | – |
| SHY | New | ISHARES TR1 3 yr treas bd | $23,157 | – | 286 | +100.0% | 0.00% | – |
| MOO | New | VANECK ETF TRUSTagribusiness etf | $25,578 | – | 325 | +100.0% | 0.00% | – |
| New | J P MORGAN EXCHANGE TRADED Fintrnl res eqt | $28,979 | – | 533 | +100.0% | 0.00% | – | |
| IBMQ | New | ISHARES TRibonds dec 28 | $24,410 | – | 1,000 | +100.0% | 0.00% | – |
| IBMO | New | ISHARES TRibonds dec 26 | $24,810 | – | 1,000 | +100.0% | 0.00% | – |
| IBML | New | ISHARES TRibonds dec2023 | $25,525 | – | 1,000 | +100.0% | 0.00% | – |
| New | ALLIANCE ENTERTAINMENT HOLDI | $27,750 | – | 25,000 | +100.0% | 0.00% | – | |
| INDA | New | ISHARES TRmsci india etf | $26,167 | – | 592 | +100.0% | 0.00% | – |
| SHE | New | SPDR SER TRspdr msci usa ge | $19,550 | – | 230 | +100.0% | 0.00% | – |
| PCEF | New | INVESCO EXCH TRADED FD TR II | $21,913 | – | 1,281 | +100.0% | 0.00% | – |
| VAW | New | VANGUARD WORLD FDSmaterials etf | $18,570 | – | 108 | +100.0% | 0.00% | – |
| IGV | New | ISHARES TRexpanded tech | $17,066 | – | 50 | +100.0% | 0.00% | – |
| XAR | New | SPDR SER TRaerospace def | $17,435 | – | 156 | +100.0% | 0.00% | – |
| RYH | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $21,920 | – | 800 | +100.0% | 0.00% | – |
| PGF | New | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $21,553 | – | 1,533 | +100.0% | 0.00% | – |
| SCHK | New | SCHWAB STRATEGIC TR1000 index etf | $16,642 | – | 403 | +100.0% | 0.00% | – |
| BUG | New | GLOBAL X FDScybrscurty etf | $20,889 | – | 860 | +100.0% | 0.00% | – |
| IWR | New | ISHARES TRrus mid cap etf | $13,850 | – | 200 | +100.0% | 0.00% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $11,786 | – | 90 | +100.0% | 0.00% | – |
| AMLP | New | ALPS ETF TRalerian mlp | $10,212 | – | 242 | +100.0% | 0.00% | – |
| SCZ | New | ISHARES TReafe sml cp etf | $11,463 | – | 203 | +100.0% | 0.00% | – |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $9,998 | – | 133 | +100.0% | 0.00% | – |
| TIP | New | ISHARES TRtips bd etf | $12,758 | – | 123 | +100.0% | 0.00% | – |
| XLF | New | SELECT SECTOR SPDR TRfinancial | $13,268 | – | 400 | +100.0% | 0.00% | – |
| SCHY | New | SCHWAB STRATEGIC TRinternl divid | $11,342 | – | 493 | +100.0% | 0.00% | – |
| SCHH | New | SCHWAB STRATEGIC TRus reit etf | $14,200 | – | 800 | +100.0% | 0.00% | – |
| IDNA | New | ISHARES TRgenomics immun | $11,131 | – | 547 | +100.0% | 0.00% | – |
| ROBO | New | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $13,094 | – | 260 | +100.0% | 0.00% | – |
| URA | New | GLOBAL X FDSglobal x uranium | $10,032 | – | 371 | +100.0% | 0.00% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $14,522 | – | 35 | +100.0% | 0.00% | – |
| ICF | New | ISHARES TRcohen steer reit | $15,048 | – | 300 | +100.0% | 0.00% | – |
| IYF | New | ISHARES TRu.s. finls etf | $16,383 | – | 219 | +100.0% | 0.00% | – |
| IWV | New | ISHARES TRrussell 3000 etf | $7,219 | – | 29 | +100.0% | 0.00% | – |
| New | EXCHANGE TRADED CONCEPTS TRfmqq next front | $7,148 | – | 688 | +100.0% | 0.00% | – | |
| USHY | New | ISHARES TRbroad usd high | $3,471 | – | 100 | +100.0% | 0.00% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $7,641 | – | 86 | +100.0% | 0.00% | – |
| FXI | New | ISHARES TRchina lg-cap etf | $7,959 | – | 300 | +100.0% | 0.00% | – |
| ESGU | New | ISHARES TResg awr msci usa | $4,320 | – | 46 | +100.0% | 0.00% | – |
| EWU | New | ISHARES TRmsci uk etf new | $9,492 | – | 300 | +100.0% | 0.00% | – |
| ICVT | New | ISHARES TRconv bd etf | $5,046 | – | 68 | +100.0% | 0.00% | – |
| DOL | New | WISDOMTREE TRintl lrgcap dv | $4,562 | – | 100 | +100.0% | 0.00% | – |
| IQDG | New | WISDOMTREE TRintl qulty div | $7,845 | – | 245 | +100.0% | 0.00% | – |
| XSOE | New | WISDOMTREE TRem ex st-owned | $3,334 | – | 125 | +100.0% | 0.00% | – |
| PCY | New | INVESCO EXCH TRADED FD TR IIemrng mkt svrg | $3,654 | – | 200 | +100.0% | 0.00% | – |
| New | VANECK ETF TRUST | $5,289 | – | 100 | +100.0% | 0.00% | – | |
| ICLN | New | ISHARES TRgl clean ene etf | $1,462 | – | 100 | +100.0% | 0.00% | – |
| VPL | New | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $2,207 | – | 33 | +100.0% | 0.00% | – |
| ITA | New | ISHARES TRus aer def etf | $2,342 | – | 22 | +100.0% | 0.00% | – |
| CWI | New | SPDR INDEX SHS FDSmsci acwi exus | $1,618 | – | 65 | +100.0% | 0.00% | – |
| New | PGIM ETF TRtotal return bon | $993 | – | 25 | +100.0% | 0.00% | – | |
| TOKE | New | CAMBRIA ETF TRcannabis etf | $271 | – | 47 | +100.0% | 0.00% | – |
| PXH | New | INVESCO EXCH TRADED FD TR IIftse rafi emng | $2,766 | – | 155 | +100.0% | 0.00% | – |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $2,356 | – | 11 | +100.0% | 0.00% | – |
| IRBO | New | ISHARES TRrobotics artif | $3,054 | – | 100 | +100.0% | 0.00% | – |
| VPU | New | VANGUARD WORLD FDSutilities etf | $2,551 | – | 20 | +100.0% | 0.00% | – |
| PSJ | New | INVESCO EXCHANGE TRADED FD Tai and next gen | $1,653 | – | 51 | +100.0% | 0.00% | – |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $2,983 | – | 50 | +100.0% | 0.00% | – |
| VIS | New | VANGUARD WORLD FDSindustrial etf | $1,042 | – | 5 | +100.0% | 0.00% | – |
| KBWB | New | INVESCO EXCH TRADED FD TR IIkbw bk etf | $1,842 | – | 46 | +100.0% | 0.00% | – |
| EMB | New | ISHARES TRjpmorgan usd emg | $2,476 | – | 30 | +100.0% | 0.00% | – |
| EES | New | WISDOMTREE TRus smallcap fund | $2,337 | – | 54 | +100.0% | 0.00% | – |
| DES | New | WISDOMTREE TRus smallcap divd | $1,607 | – | 57 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-23
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 | 2024-05-08 |
| 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 |
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.