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CIK: 0001157436
Total reported value
$1.0B
$1.0B
356 檔
12.9%
During the Q1 2025 filing period, Sheets Smith Wealth Management (CIK: 0001157436) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.0B across 356 reported positions.
In Q1 2025, Sheets Smith Wealth Management displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 356 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.27% | -0.01% | +5.02% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.01% | +0.10% | +15.98% | |
| 3 | KO | Coca-cola Co/the | Stock-Consumer Staples | 2.94% | -0.25% | — | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 2.43% | +0.01% | -0.97% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.37% | +0.24% | +8.44% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.27% | +0.03% | +0.28% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.11% | +0.04% | -4.86% | |
| 8 | CPRT | Copart Inc | Stock-Industrials | 1.94% | -0.20% | -1.19% | |
| 9 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.89% | — | +352.07% | |
| 10 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.67% | -0.41% | +0.10% | |
| 11 | SUB | Ishares Short-term National | ETF-Other | 1.58% | -0.43% | -3.81% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.45% | +0.22% | +1.72% | |
| 13 | ECL | Ecolab Inc | Stock-Materials | 1.45% | -0.08% | -0.63% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.42% | +0.23% | -0.03% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.37% | +0.01% | -13.03% | |
| 16 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.22% | -0.19% | -0.12% | |
| 17 | INTU | Intuit Inc | Stock-Tech | 1.22% | -0.27% | -0.04% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.11% | +0.01% | -0.10% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.09% | -0.38% | -0.52% | |
| 20 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.08% | +0.01% | +0.32% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.07% | -0.21% | -0.72% | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | +0.03% | +0.52% | |
| 23 | PSA | Public Storage | Stock-Real Estate | 1.05% | +0.03% | -0.70% | |
| 24 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.00% | -0.10% | +7.59% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.00% | -0.10% | -13.83% | |
| 26 | EPD | Enterprise Products Partners | Stock-Energy | 0.94% | -0.13% | -4.87% | |
| 27 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.87% | -0.25% | -1.04% | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.83% | — | +0.74% | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.82% | +0.02% | -20.73% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.78% | +0.01% | — | |
| 31 | AMGN | Amgen Inc | Stock-Healthcare | 0.77% | -0.08% | -3.35% | |
| 32 | WPC | Wp Carey Inc | Stock-Real Estate | 0.75% | -0.05% | +0.07% | |
| 33 | ACN | Accenture plc | Stock-Tech | 0.73% | -0.11% | -0.08% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.73% | -0.06% | -21.02% | |
| 35 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.72% | -0.06% | -0.35% | |
| 36 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.70% | +0.03% | — | |
| 37 | GWW | Ww Grainger Inc | Stock-Industrials | 0.70% | +0.06% | — | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | -0.01% | -1.58% | |
| 39 | UBER | Uber Technologies Inc | Stock-Industrials | 0.67% | -0.06% | +20.54% | |
| 40 | PGR | Progressive CORP | Stock-Financials | 0.67% | — | — | |
| 41 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.65% | +0.02% | -1.17% | |
| 42 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.64% | -0.01% | +8.54% | |
| 43 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.63% | -0.01% | +7.44% | |
| 44 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.62% | -0.12% | -0.40% | |
| 45 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.60% | -0.09% | +23.77% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.60% | -0.32% | +0.15% | |
| 47 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.59% | -0.10% | -6.05% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.57% | -0.01% | -0.99% | |
| 49 | COR | Cencora Inc | Stock-Healthcare | 0.57% | -0.10% | — | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | -0.08% | -0.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 2 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 3 | KO | Coca-cola Co/the | — | NEW | New buy |
| 4 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 5 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 7 | SCHX | Schwab US Large-cap ETF | — | NEW | New buy |
| 8 | CPRT | Copart Inc | — | NEW | New buy |
| 9 | GBIL | Goldman Sachs Access Treasur | — | NEW | New buy |
| 10 | TSCO | Tractor Supply Company | — | NEW | New buy |
| 11 | SUB | Ishares Short-term National | — | NEW | New buy |
| 12 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 13 | ECL | Ecolab Inc | — | NEW | New buy |
| 14 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 15 | AAPL | Apple Inc | — | NEW | New buy |
| 16 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 17 | INTU | Intuit Inc | — | NEW | New buy |
| 18 | NVDA | Nvidia CORP | — | NEW | New buy |
| 19 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 20 | IQV | Iqvia Holdings Inc | — | NEW | New buy |
| 21 | PEP | Pepsico Inc | — | NEW | New buy |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | NEW | New buy |
| 23 | PSA | Public Storage | — | NEW | New buy |
| 24 | SPIB | Ss Spdr P Int C CORP ETF | — | NEW | New buy |
| 25 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 26 | EPD | Enterprise Products Partners | — | NEW | New buy |
| 27 | ULTA | Ulta Beauty Inc | — | NEW | New buy |
| 28 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 29 | SCHB | Schwab US Broad Market ETF | — | NEW | New buy |
| 30 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 31 | AMGN | Amgen Inc | — | NEW | New buy |
| 32 | WPC | Wp Carey Inc | — | NEW | New buy |
| 33 | ACN | Accenture plc | — | NEW | New buy |
| 34 | MSFT | Microsoft CORP | — | NEW | New buy |
| 35 | OTIS | Otis Worldwide CORP | — | NEW | New buy |
| 36 | SPG | Simon Property Group Inc | — | NEW | New buy |
| 37 | GWW | Ww Grainger Inc | — | NEW | New buy |
| 38 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 39 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 40 | PGR | Progressive CORP | — | NEW | New buy |
| 41 | ITOT | Ishares Core S&p Total U.s. | — | NEW | New buy |
| 42 | DGRO | Ishares Core Dividend Growth | — | NEW | New buy |
| 43 | SPDW | Ste Str Spdr Pt Dw EU ETF | — | NEW | New buy |
| 44 | NKE | Nike Inc -cl B | — | NEW | New buy |
| 45 | PULS | Pgim Ultra Short Bond ETF | — | NEW | New buy |
| 46 | HD | Home Depot Inc | — | NEW | New buy |
| 47 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 48 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 49 | COR | Cencora Inc | — | NEW | New buy |
| 50 | COST | Costco Wholesale CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Sheets Smith Wealth Management reported a total U.S. public equity portfolio value of $1.0B across 356 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, IVV, KO) accounted for 12.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $34.4M
During Q1 2025, Sheets Smith Wealth Management's top holdings by market value included VOO (4.3%)、IVV (4.0%)、KO (2.9%). The largest single position, VOO, represented 4.3% of total portfolio value.
In Q1 2025, Sheets Smith Wealth Management made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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