Sheets-Smith-Wealth-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-23
Total Holdings
356
Total Value
804818576
Accession Number
0001398344-25-007527
Form Type
13F-HR
Manager Name
Sheets-Smith-Wealth-Management
Data Enrichment
74% identified
265 identified91 unidentified

Holdings

356 positions • $804.8M total value
Manager:
Search and click to pin securities to the top
Page 7 of 18
92790A405
Shares:60.0K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$804.8M)
025072877
Shares:16.2K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$804.8M)
464287614
Shares:3.8K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$804.8M)
92189F429
Shares:81.6K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$804.8M)
92204A504
Shares:5.1K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$804.8M)
PFIZER INC
Shares:52.0K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$804.8M)
09290C863
Shares:44.2K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$804.8M)
Mastercard Inc
Shares:2.3K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$804.8M)
808524771
Shares:53.2K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$804.8M)
464287291
Shares:16.4K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$804.8M)
SOUTHERN CO
Shares:13.2K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$804.8M)
233051200
Shares:28.0K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$804.8M)
BERKSHIRE HATHAWAY INC
Shares:2.3K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$804.8M)
921937819
Shares:15.7K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$804.8M)
78468R812
Shares:7.6K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$804.8M)
TAPESTRY, INC.
Shares:16.9K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$804.8M)
APPLIED INDUSTRIAL TECHNOLOGIES INC
Shares:5.3K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$804.8M)
46432F859
Shares:24.4K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$804.8M)
CVS HEALTH Corp
Shares:17.4K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$804.8M)
GRACO INC
Shares:13.6K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$804.8M)