SHEETS SMITH WEALTH MANAGEMENT

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Winston Salem, NC
CIK
0001157436
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 356 804,818 VOO, IVV, KO, V 13F-HR 4/23/2025 000139834425007527
Q4 2024 375 819,307 VOO, IVV, GOOG, AMZN 13F-HR 1/17/2025 000139834425000761
Q3 2024 374 817,569 VOO, IVV, KO, SCHX 13F-HR 11/1/2024 000139834424019807
Q2 2024 377 836,304 VOO, IVV, KO, GOOG 13F-HR 7/30/2024 000139834424013279
Q1 2024 379 893,087 VOO, IVV, AMZN, PEP 13F-HR 5/8/2024 000139834424009009
Q4 2023 353 702,918 IVV, KO, PEP, SUB 13F-HR 2/6/2024 000139834424002159
Q3 2023 485 656,641 IVV, PEP, KO, SUB 13F-HR 10/23/2023 000139834423019583
Q2 2023 328 684,096 IVV, PEP, SUB, KO 13F-HR 8/9/2023 000139834423014353
Q1 2023 318 654,529 GBIL, SUB, IVV, PEP RESTATEMENT 5/26/2023 000139834423010491
Q4 2022 309 638,971 SUB, IVV, GBIL, KO 13F-HR 3/8/2023 000139834423005772
Q3 2022 300 598,912 SUB, GBIL, IVV, PEP 13F-HR 11/1/2022 000139834422021159
Q2 2022 303 607,553 SUB, IVV, KO, PEP 13F-HR 7/27/2022 000139834422014134
Q1 2022 352 725,418 IVV, MUB, KO, PEP 13F-HR 5/2/2022 000139834422008575
Q4 2021 373 805,771 MUB, IVV, PEP, VCSH 13F-HR 1/20/2022 000139834422000810
Q3 2021 365 737,025 IVV, VCSH, PEP, MUB 13F-HR 10/15/2021 000139834421020008
Q2 2021 359 742,091 IVV, VCSH, PEP, MUB 13F-HR 8/3/2021 000139834421015381
Q1 2021 330 679,735 IVV, PEP, KO, MUB 13F-HR 4/23/2021 000139834421008475
Q4 2020 332 661,456 IVV, PEP, KO, VCSH 13F-HR 1/13/2021 000139834421000752
Q3 2020 295 574,915 IVV, PEP, KO, VCSH 13F-HR 10/26/2020 000139834420020686
Q2 2020 258 499,785 VCSH, IVV, PEP, KO 13F-HR 7/17/2020 000139834420013986
Q1 2020 271 477,355 BIL, KO, PEP, IVV 13F-HR 4/28/2020 000139834420008574
Q4 2019 312 523,273 VCSH, IVV, V, IWF 13F-HR 1/24/2020 000139834420001197
Q3 2019 292 486,343 VCSH, V, IVV, IWF 13F-HR 10/28/2019 000139834419018588
Q2 2019 312 487,150 V, IVV, IWF, CPRT 13F-HR 7/12/2019 000139834419011887
Q1 2019 313 461,936 V, IVV, IWF, NKE 13F-HR 5/13/2019 000139834419008673
Q4 2018 274 371,144 V, IVV, IWF, NKE 13F-HR 1/11/2019 000139834419000541
Q3 2018 331 483,226 IWF, V, IVV, AAPL 13F-HR 10/15/2018 000139834418014913
Q2 2018 303 427,258 IWF, V, IVV, NKE 13F-HR 7/26/2018 000139834418010547
Q1 2018 307 416,181 IWF, V, IVV, NKE 13F-HR 4/9/2018 000139834418005312
Q4 2017 320 424,214 IWF, V, IVV, META 13F-HR 1/12/2018 000139834418000573
Q3 2017 302 396,498 IWF, V, IVV, META 13F-HR 10/12/2017 000139834417013001
Q2 2017 292 378,439 IWF, V, IVV, NKE 13F-HR 7/19/2017 000139834417008839
Q1 2017 289 376,619 IWF, V, PZZA, IVV 13F-HR 4/10/2017 000139834417004692
Q4 2016 275 356,304 PZZA, IWF, V, IVV 13F-HR 2/3/2017 000139834417001332
Q3 2016 263 354,615 IWF, PZZA, V, IVV 13F-HR 11/18/2016 000139834416020889
Q2 2016 255 344,189 IWF, PZZA, V, IGSB 13F-HR 8/15/2016 000139834416016795
Q1 2016 237 325,222 IWF, IGSB, V, NKE 13F-HR 5/13/2016 000139834416013348
Q4 2015 230 330,682 SPY, IGSB, V, NKE 13F-HR 2/1/2016 000139834416009416
Q3 2015 208 295,697 IGSB, PZZA, NKE, V 13F-HR 11/13/2015 000139834415007632
Q2 2015 233 365,880 IGSB, PZZA, PRF, AGN 13F-HR 8/31/2015 000139834415005862
Q1 2015 239 362,179 IGSB, PRF, PZZA, ACTAVIS PLC 13F-HR 5/5/2015 000139834415003048
Q4 2014 246 383,234 PZZA, IGSB, ESRX, NKE 13F-HR 2/20/2015 000139834415001127
Q3 2014 241 367,620 ECL, IGSB, ACTAVIS PLC, PZZA 13F-HR 11/17/2014 000139834414005939
Q2 2014 261 372,616 IGSB, PZZA, ECL, ACTAVIS PLC 13F-HR 9/18/2014 000139834414004917
Q1 2014 245 357,367 TIP, PZZA, ECL, ESRX 13F-HR 6/2/2014 000139834414003081
Q4 2013 263 362,514 IGSB, PZZA, ECL, V 13F-HR 2/21/2014 000139834414001149
Additional filings from Sheets Smith Wealth Management that have since been restated