Sheets Smith Wealth Management
CIK Number: 0001157436
Main Sectors:
Top Industries:
Filing Date: Jul 15, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 50... | 615.18 | -0.01% | 69.22K | +3.40% | 39.32M | 488.41 | 4.60% | Share |
| 2 | IVV | iShares Core S&... | 672.49 | 0.00% | 57.76K | +0.54% | 35.86M | 299.36 | 4.20% | Share |
| 3 | KO | The Coca-Cola C... | 66.65 | +0.84% | 330.63K | +0.00% | 23.39M | 44.18 | 2.74% | Share |
| 4 | AMZN | Amazon.com, Inc... | 219.51 | -1.3% | 93.37K | -2.59% | 20.49M | 116.68 | 2.40% | Share |
| 5 | GOOG | Alphabet Inc. | 246.45 | +0.01% | 113.67K | -7.03% | 20.16M | 85.21 | 2.36% | Share |
| 6 | V | Visa Inc. | 349.89 | +1.14% | 55.7K | -0.23% | 19.78M | 70.39 | 2.31% | Share |
| 7 | SCHX | Schwab U.S. Lar... | 26.48 | -0.06% | 691.01K | -10% | 16.89M | 15.37 | 1.98% | Share |
| 8 | QQQ | Invesco QQQ Tru... | 603.15 | -0.43% | 24.54K | +0.88% | 13.54M | 301.64 | 1.58% | Share |
| 9 | CPRT | Copart, Inc. | 45.11 | +1.21% | 272.58K | -1.28% | 13.38M | 5.55 | 1.56% | Share |
| 10 | SPLG | SPDR Portfolio ... | 78.72 | -0.01% | 183.22K | +40.16% | 13.32M | 46.32 | 1.56% | Share |
| 11 | TSCO | Tractor Supply ... | 55.83 | -0.71% | 244.5K | 0.00% | 12.9M | 46.4 | 1.51% | Share |
| 12 | INTU | Intuit Inc. | 679.94 | -0.28% | 15.96K | +0.12% | 12.57M | 212.64 | 1.47% | Share |
| 13 | NVDA | NVIDIA Corporat... | 187.62 | -0.67% | 79K | -4.28% | 12.48M | 31.69 | 1.46% | Share |
| 14 | ECL | Ecolab Inc. | 276.51 | +0.92% | 45.95K | -0.22% | 12.38M | 90.12 | 1.45% | Share |
| 15 | SUB | iShares Short-T... | 106.65 | +0.01% | 116.07K | -3.53% | 12.34M | 105.7 | 1.44% | Share |
| 16 | LLY | Eli Lilly and C... | 840.01 | +2.46% | 14.19K | +0.16% | 11.06M | 767.95 | 1.29% | Share |
| 17 | AAPL | Apple Inc. | 258.02 | +0.35% | 49.03K | -1.16% | 10.06M | 83.59 | 1.18% | Share |
| 18 | TJX | The TJX Compani... | 141.31 | -0.83% | 80.68K | -0.14% | 9.96M | 53.61 | 1.17% | Share |
| 19 | ULTA | Ulta Beauty, In... | 556.45 | -0.25% | 19.09K | 0.00% | 8.93M | 289.24 | 1.04% | Share |
| 20 | MSFT | Microsoft Corpo... | 517.35 | +0.31% | 17.06K | +9.75% | 8.49M | 284.31 | 0.99% | Share |
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