SHEETS SMITH WEALTH MANAGEMENT
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationwinston-salem, NC
- CIK0001157436
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
356 | $804.82M | VOO, IVV, KO, V | 13F-HR | Apr 23, 2025 | 000139834425007527 | ||
375 | $819.31M | VOO, IVV, GOOG, AMZN | 13F-HR | Jan 17, 2025 | 000139834425000761 | ||
374 | $817.57M | VOO, IVV, KO, SCHX | 13F-HR | Nov 1, 2024 | 000139834424019807 | ||
377 | $836.30M | VOO, IVV, KO, GOOG | 13F-HR | Jul 30, 2024 | 000139834424013279 | ||
379 | $893.09M | VOO, IVV, AMZN, PEP | 13F-HR | May 8, 2024 | 000139834424009009 | ||
353 | $702.92M | IVV, KO, PEP, SUB | 13F-HR | Feb 6, 2024 | 000139834424002159 | ||
485 | $656.64M | IVV, PEP, KO, SUB | 13F-HR | Oct 23, 2023 | 000139834423019583 | ||
328 | $684.10M | IVV, PEP, SUB, KO | 13F-HR | Aug 9, 2023 | 000139834423014353 | ||
318 | $654.53M | GBIL, SUB, IVV, PEP | RESTATEMENT | May 26, 2023 | 000139834423010491 | ||
309 | $638.97M | SUB, IVV, GBIL, KO | 13F-HR | Mar 8, 2023 | 000139834423005772 | ||
300 | $598.91M | SUB, GBIL, IVV, PEP | 13F-HR | Nov 1, 2022 | 000139834422021159 | ||
303 | $607.55M | SUB, IVV, KO, PEP | 13F-HR | Jul 27, 2022 | 000139834422014134 | ||
352 | $725.42M | IVV, MUB, KO, PEP | 13F-HR | May 2, 2022 | 000139834422008575 | ||
373 | $805.77M | MUB, IVV, PEP, VCSH | 13F-HR | Jan 20, 2022 | 000139834422000810 | ||
365 | $737.02M | IVV, VCSH, PEP, MUB | 13F-HR | Oct 15, 2021 | 000139834421020008 | ||
359 | $742.09M | IVV, VCSH, PEP, MUB | 13F-HR | Aug 3, 2021 | 000139834421015381 | ||
330 | $679.74M | IVV, PEP, KO, MUB | 13F-HR | Apr 23, 2021 | 000139834421008475 | ||
332 | $661.46M | IVV, PEP, KO, VCSH | 13F-HR | Jan 13, 2021 | 000139834421000752 | ||
295 | $574.91M | IVV, PEP, KO, VCSH | 13F-HR | Oct 26, 2020 | 000139834420020686 | ||
258 | $499.79M | VCSH, IVV, PEP, KO | 13F-HR | Jul 17, 2020 | 000139834420013986 | ||
271 | $477.36M | KRE, KO, PEP, IVV | 13F-HR | Apr 28, 2020 | 000139834420008574 | ||
312 | $523.27M | VCSH, IVV, V, IWF | 13F-HR | Jan 24, 2020 | 000139834420001197 | ||
292 | $486.34M | VCSH, V, IVV, IWF | 13F-HR | Oct 28, 2019 | 000139834419018588 | ||
312 | $487.15M | V, IVV, IWF, CPRT | 13F-HR | Jul 12, 2019 | 000139834419011887 | ||
313 | $461.94M | V, IVV, IWF, NKE | 13F-HR | May 13, 2019 | 000139834419008673 | ||
274 | $371.14M | V, IVV, IWF, NKE | 13F-HR | Jan 11, 2019 | 000139834419000541 | ||
331 | $483.23M | IWF, V, IVV, AAPL | 13F-HR | Oct 15, 2018 | 000139834418014913 | ||
303 | $427.26M | IWF, V, IVV, NKE | 13F-HR | Jul 26, 2018 | 000139834418010547 | ||
307 | $416.18M | IWF, V, IVV, NKE | 13F-HR | Apr 9, 2018 | 000139834418005312 | ||
320 | $424.21M | IWF, V, IVV, META | 13F-HR | Jan 12, 2018 | 000139834418000573 | ||
302 | $396.50M | IWF, V, IVV, META | 13F-HR | Oct 12, 2017 | 000139834417013001 | ||
292 | $378.44M | IWF, V, IVV, NKE | 13F-HR | Jul 19, 2017 | 000139834417008839 | ||
289 | $376.62M | IWF, V, PZZA, IVV | 13F-HR | Apr 10, 2017 | 000139834417004692 | ||
275 | $356.30M | PZZA, IWF, V, IVV | 13F-HR | Feb 3, 2017 | 000139834417001332 | ||
263 | $354.62M | IWF, PZZA, V, IVV | 13F-HR | Nov 18, 2016 | 000139834416020889 | ||
255 | $344.19M | IWF, PZZA, V, IGSB | 13F-HR | Aug 15, 2016 | 000139834416016795 | ||
237 | $325.22M | IWF, IGSB, V, NKE | 13F-HR | May 13, 2016 | 000139834416013348 | ||
230 | $330.68M | SPY, IGSB, V, NKE | 13F-HR | Feb 1, 2016 | 000139834416009416 | ||
208 | $295.70M | IGSB, PZZA, NKE, V | 13F-HR | Nov 13, 2015 | 000139834415007632 | ||
233 | $365.88M | IGSB, PZZA, PRFUSD, ALLERGAN PLC | 13F-HR | Aug 31, 2015 | 000139834415005862 | ||
239 | $362.18M | IGSB, PRFUSD, PZZA, ACTAVIS PLC | 13F-HR | May 5, 2015 | 000139834415003048 | ||
246 | $383.23M | PZZA, IGSB, ESRX, NKE | 13F-HR | Feb 20, 2015 | 000139834415001127 | ||
241 | $367.62M | ECL, IGSB, ACTAVIS PLC, PZZA | 13F-HR | Nov 17, 2014 | 000139834414005939 | ||
261 | $372.62M | IGSB, PZZA, ECL, ACTAVIS PLC | 13F-HR | Sep 18, 2014 | 000139834414004917 | ||
245 | $357.37M | TIP, PZZA, ECL, ESRX | 13F-HR | Jun 2, 2014 | 000139834414003081 | ||
263 | $362.51M | IGSB, PZZA, ECL, V | 13F-HR | Feb 21, 2014 | 000139834414001149 |