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SHEETS SMITH WEALTH MANAGEMENT

13F
SHEETS SMITH WEALTH MANAGEMENT
Last update 2025-07-15 397 Stocks (55 new)
Value $855.00 Mil Turnover 6 %
Countries:
SHEETS SMITH WEALTH MANAGEMENT... Top Holdings of 2025-06-30 View Full List
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
69,217
39,317.3
+3.40%
4.600
+0.15%
0.010
+19.76%
+8.01%
658,305.3
 
IVV
iShares Core S&P 500 ETF
57,757
35,861.6
+0.54%
4.200
+0.02%
0.010
+19.76%
+8.03%
636,858.5
 
KO
Coca-Cola Co
330,629
23,392.0
0%
2.740
0%
0.010
-5.80%
+12.63%
297,510.9
Beverages - Non-Alcoholic
AMZN
Amazon.com Inc
93,373
20,485.1
-2.59%
2.400
-0.06%
0.000
+32.52%
+4.61%
2,436,452.9
Retail - Cyclical
GOOG
Alphabet Inc
113,674
20,164.6
-7.03%
2.360
-0.17%
0.000
+24.38%
+0.63%
2,313,032.1
Interactive Media
V
Visa Inc
55,704
19,777.8
-0.23%
2.310
-0.01%
0.000
+6.43%
+11.79%
687,895.8
Credit Services
SCHX
Schwab U.S. Large-Cap ETF
691,015
16,888.4
-10.00%
1.980
-0.21%
0.030
+20.12%
+8.10%
57,122.4
 
QQQ
INVESCO QQQ Trust
24,537
13,535.3
+0.88%
1.580
+0.01%
0.000
+26.85%
+10.45%
359,077.3
 
CPRT
Copart Inc
272,578
13,375.4
-1.28%
1.560
-0.02%
0.030
-23.08%
-19.04%
44,928.7
Business Services
SPLG
SPDR Portfolio S&P 500 ETF
183,225
13,318.6
+40.16%
1.560
+0.45%
0.020
+19.58%
+7.84%
77,350.2
 

SHEETS SMITH WEALTH MANAGEMENT's Historical Top Holdings Breakdowns

SHEETS SMITH WEALTH MANAGEMENT's Top Stock Picks View Full List
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
2025-06-30
Reduce
Reduce
-1.80%
99.83 ($100) 100.18
$100.06
0.06%
Reduce -95.22%
7,268
-144,827
SPLG
SPDR Portfolio S&P 500 ETF
2025-06-30
Add
Add
+0.45%
58.41 ($67.22) 72.69
$73.89
9.92%
Add 40.16%
183,225
52,497
RSP
Invesco S&P 500 Equal Weight ETF
2025-06-30
Reduce
Reduce
-0.34%
152.93 ($172.62) 181.74
$184.94
7.14%
Reduce -41.39%
22,533
-15,914
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
2025-06-30
Add
Add
+0.23%
45.88 ($51.55) 54.4
$54.74
6.19%
Add 113.84%
67,147
35,746
SCHX
Schwab U.S. Large-Cap ETF
2025-06-30
Reduce
Reduce
-0.21%
19.6 ($22.6) 24.44
$24.89
10.15%
Reduce -10%
691,015
-76,753
OEF
iShares S&P 100 ETF
2025-06-30
Add
Add
+0.18%
240.38 ($278.51) 304.35
$309.77
11.22%
Add 148.95%
8,290
4,960
SNPE
Xtrackers S&P 500 Scored & Screened ETF
Xtrackers S&P 500 Scored & Screened ETF
2025-06-30
Reduce
Reduce
-0.17%
44.64 ($51.13) 55.3
$56.19
9.90%
Reduce -33.26%
55,436
-27,628
SPHQ
Invesco S&P 500 Quality ETF
2025-06-30
New Buy
New Buy
+0.17%
59.24 ($67.61) 71.39
$71.69
6.03%
New holding
20,298
20,298
GOOG
Alphabet Inc
2025-06-30
Reduce
Reduce
-0.17%
146.58 ($165.11) 180.01
$190.18
15.18%
Reduce -7.03%
113,674
-8,597
VOO
Vanguard S&P 500 ETF
2025-06-30
Add
Add
+0.15%
456.74 ($525.37) 568.03
$578.17
10.05%
Add 3.4%
69,217
2,278

SHEETS SMITH WEALTH MANAGEMENT Total Holding History ($B)

To

SHEETS SMITH WEALTH MANAGEMENT's Asset Allocation

To

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 2025-06-30

SHEETS SMITH WEALTH MANAGEMENT's Yearly Returns

Year Portfolio % % Excess Gain %

SHEETS SMITH WEALTH MANAGEMENT's Holdings Heat Map

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