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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

SHEETS SMITH WEALTH MANAGEMENT

Quarter ended Q1 2023 · Filed March 8, 2023 · Accession 0001398344-23-005772

Total Value
$639.0M
Positions
309
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (309)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464288158261,277$27.2M4.26%
2ISHARES TR46428720058,857$22.6M3.54%
3GOLDMAN SACHS ETF TRNVGLF217,737$21.7M3.40%
4COCA COLA COKO331,988$21.1M3.30%
5PEPSICO INCPEP115,692$20.9M3.27%
6SCHWAB STRATEGIC TR808524201305,132$13.8M2.16%
7IQVIA HLDGS INCIQV61,565$12.6M1.97%
8EXXON MOBIL CORPXOM112,999$12.5M1.95%
9VISA INCV57,053$11.9M1.86%
10TRACTOR SUPPLY COTSCO50,008$11.3M1.76%
11COPART INCCPRT175,912$10.7M1.68%
12APPLE INCAAPL80,953$10.5M1.65%
13ALPHABET INCGOOG114,014$10.1M1.58%
14NIKE INCNKE78,675$9.2M1.44%
15SCHWAB STRATEGIC TR808524797118,487$9.0M1.40%
16ULTA BEAUTY INCULTA18,429$8.6M1.35%
17PUBLIC STORAGEPSA-PS29,540$8.3M1.30%
18INTUITINTU20,997$8.2M1.28%
19IMMUNITYBIO INCIBRX1,544,048$7.8M1.23%
20ECOLAB INCECL46,893$6.8M1.07%
21DBX ETF TR233051143190,856$6.6M1.03%
22TJX COS INC NEW87254010981,621$6.5M1.02%
23VANGUARD SCOTTSDALE FDS92206C40985,685$6.4M1.01%
24INVESCO QQQ TRIVZ23,723$6.3M0.99%
25WP CAREY INC92936U10980,057$6.3M0.98%
26AMAZON COM INCAMZN74,111$6.2M0.97%
27SCHWAB STRATEGIC TR808524102131,802$5.9M0.92%
28SPDR SER TR78464A854130,782$5.9M0.92%
29MICROCHIP TECHNOLOGY INC.MCHPP83,592$5.9M0.92%
30ENTERPRISE PRODS PARTNERS L293792107241,336$5.8M0.91%
31PAYCHEX INCPAYX49,118$5.7M0.89%
32ISHARES TR46428841452,403$5.5M0.87%
33MICROSOFT CORPMSFT22,647$5.4M0.85%
34ACCENTURE PLC IRELANDACN20,140$5.4M0.84%
35ISHARES TR46428750721,810$5.3M0.83%
36ISHARES TR46428780451,333$4.9M0.76%
37CANADIAN NATL RY CO13637510239,125$4.7M0.73%
38LAUDER ESTEE COS INC51843910418,717$4.6M0.73%
39BRISTOL-MYERS SQUIBB COCELG-RI61,668$4.4M0.69%
40OTIS WORLDWIDE CORPOTIS56,325$4.4M0.69%
41WALGREENS BOOTS ALLIANCE INC931427108116,220$4.3M0.68%
42JPMORGAN CHASE & COVYLD30,574$4.1M0.64%
43UNITED PARCEL SERVICE INCUPS22,238$3.9M0.61%
44SPDR SER TR78464A375121,112$3.9M0.60%
45VANGUARD SPECIALIZED FUNDS92190884424,904$3.8M0.59%
46ISHARES TR46428715044,160$3.7M0.59%
47SPDR INDEX SHS FDS78463X889125,790$3.7M0.58%
48GENERAL MLS INC37033410443,457$3.6M0.57%
49UNITEDHEALTH GROUP INCUNH6,652$3.5M0.55%
50AMGEN INCAMGN13,416$3.5M0.55%
51WISDOMTREE TRWT94,075$3.4M0.52%
52DUKE ENERGY CORP NEWDUKB29,764$3.1M0.48%
53ISHARES TR46428773936,000$3.0M0.47%
54T-MOBILE US INCTMUSZ20,667$2.9M0.45%
55ABBVIE INCABBV17,703$2.9M0.45%
56BLACKROCK INCBLK3,843$2.7M0.43%
57SCHWAB STRATEGIC TR80852486256,047$2.7M0.42%
58PFIZER INCPFE52,620$2.7M0.42%
59MERCK & CO INCMRK23,981$2.7M0.42%
60ISHARES TR46428746540,286$2.6M0.41%
61VANGUARD INDEX FDS92290874418,637$2.6M0.41%
62ISHARES TR46434V87850,376$2.5M0.39%
63ISHARES TR46436E50287,757$2.4M0.38%
64WILLIAMS SONOMA INCWSM20,750$2.4M0.37%
65ISHARES TR46428858825,611$2.4M0.37%
66ISHARES TR46428765513,599$2.4M0.37%
67PGIM ETF TR69344A10748,168$2.4M0.37%
68JOHNSON & JOHNSONJNJ13,367$2.4M0.37%
69INVESCO EXCH TRADED FD TR IIIVZ36,749$2.3M0.37%
70J P MORGAN EXCHANGE TRADED F46641Q83746,292$2.3M0.36%
71CAMBRIA ETF TR13206120137,491$2.2M0.35%
72HONEYWELL INTL INC43851610610,337$2.2M0.35%
73SCHWAB CHARLES CORPSCHW-PJ26,577$2.2M0.35%
74COSTCO WHSL CORP NEW22160K1054,783$2.2M0.34%
75PACER FDS TR69374H85760,513$2.2M0.34%
76GILEAD SCIENCES INCGILD23,904$2.1M0.32%
77CARMAX INCKMX33,200$2.0M0.32%
78WATERS CORP9418481035,878$2.0M0.32%
79ONEOK INC NEWOKE30,509$2.0M0.31%
80VANGUARD INDEX FDS9229086299,834$2.0M0.31%
81INVESCO EXCHANGE TRADED FD TIVZ13,986$2.0M0.31%
82INVESCO EXCHANGE TRADED FD TIVZ12,659$2.0M0.31%
83SPDR GOLD TRGLD11,385$1.9M0.30%
84MASTEC INCMTZ21,964$1.9M0.29%
85FIRST CTZNS BANCSHARES INC N31946M1032,447$1.9M0.29%
86US BANCORP DELUSB-PS41,946$1.8M0.29%
87THERMO FISHER SCIENTIFIC INCTMO3,318$1.8M0.29%
88SERVICENOW INCNOW4,677$1.8M0.28%
89CARDINAL HEALTH INCCAH23,173$1.8M0.28%
90VANGUARD INDEX FDS9229086379,783$1.7M0.27%
91SCHWAB STRATEGIC TR80852480552,360$1.7M0.26%
92WISDOMTREE TRWT27,907$1.7M0.26%
93LOWES COS INC5486611078,000$1.6M0.25%
94SPDR SER TR78468R60671,022$1.6M0.25%
95ISHARES TR46428722616,263$1.6M0.25%
96SPDR SER TR78464A80532,882$1.6M0.24%
97MAGELLAN MIDSTREAM PRTNRS LP55908010630,800$1.5M0.24%
98ISHARES TR46428724214,526$1.5M0.24%
99VANECK ETF TRUST92189F42990,414$1.5M0.24%
100SPDR S&P 500 ETF TRSPY3,871$1.5M0.23%
101INDEPENDENCE RLTY TR INC45378A10686,990$1.5M0.23%
102FIRST CMNTY BANKSHARES INC V31983A10343,165$1.5M0.23%
103VANGUARD SCOTTSDALE FDS92206C87017,442$1.4M0.21%
104ETFIS SER TR I26923G82273,518$1.3M0.21%
105ISHARES TR46428729129,610$1.3M0.21%
106VANECK ETF TRUST92189F43748,510$1.3M0.21%
107SCHWAB STRATEGIC TR80852450819,541$1.3M0.20%
108PRINCIPAL EXCHANGE TRADED FD74255Y87035,449$1.3M0.20%
109SCHWAB STRATEGIC TR80852487024,600$1.3M0.20%
110FIDELITY COVINGTON TRUST31609240253,391$1.3M0.20%
111VANGUARD INTL EQUITY INDEX F92204277525,268$1.3M0.20%
112ISHARES TR46432F3968,646$1.3M0.20%
113ISHARES TR46434V40730,540$1.2M0.20%
114CHEVRON CORP NEWCVX6,728$1.2M0.19%
115CVS HEALTH CORPCVS12,781$1.2M0.19%
116VIRTUS ETF TR II92790A40550,481$1.2M0.18%
117GLOBAL X FDS37954Y65760,339$1.2M0.18%
118CSX CORPCSX37,566$1.2M0.18%
119MYR GROUP INC DELMYRG12,195$1.1M0.18%
120BELPOINTE PREP LLCOZ11,183$1.1M0.18%
121SOUTHERN COSOMN15,565$1.1M0.17%
122MCDONALDS CORPMCD3,983$1.0M0.16%
123ISHARES TR46429B69714,294$1.0M0.16%
124ALPHABET INCGOOG11,600$1.0M0.16%
125SPDR SER TR78468R8129,202$1.0M0.16%
126ALBEMARLE CORPALB-PA4,603$998,2070.16%
127ISHARES TR4642871688,274$997,7940.16%
128VANGUARD INDEX FDS9229087695,193$992,8500.16%
129ISHARES TR4642876144,569$978,8630.15%
130UNION PAC CORPUNP4,693$971,8230.15%
131DBX ETF TR23305120030,139$971,3870.15%
132ALPS ETF TR00162Q39528,598$960,0350.15%
133XCEL ENERGY INCXELLL13,679$959,0350.15%
134OMEGA HEALTHCARE INVS INC68193610034,148$954,4370.15%
135SCHWAB STRATEGIC TR80852460723,514$952,5650.15%
136NVIDIA CORPORATIONNVDA6,423$938,6920.15%
137TRUIST FINL CORP89832Q10921,431$922,1790.14%
138ABRDN GOLD ETF TRUST00326A10451,944$907,4620.14%
139ROYAL BK CDA SUSTAINABL7800871029,541$897,0450.14%
140VERIZON COMMUNICATIONS INCVZ22,658$892,7280.14%
141PROCTER AND GAMBLE CO7427181095,825$882,8710.14%
142ISHARES TR46435U71324,327$882,0970.14%
143BLACKSTONE INCBX11,859$879,8190.14%
144SPDR SER TR78468R64821,705$855,6220.13%
145BERKSHIRE HATHAWAY INC DELBRK-A2,763$853,4910.13%
146EURONET WORLDWIDE INCEEFT8,957$845,3620.13%
147LILLY ELI & COLLY2,307$844,0290.13%
148STARBUCKS CORPSBUX8,478$841,0580.13%
149ISHARES TR46435G10211,976$831,9730.13%
150LABORATORY CORP AMER HLDGS50540R4093,522$829,3610.13%
151COHERENT CORPCOHR23,554$826,7450.13%
152MEDPACE HLDGS INCMEDP3,830$813,5300.13%
153COLGATE PALMOLIVE COCL10,266$808,8890.13%
154MONDELEZ INTL INC60920710511,631$775,2060.12%
155VANGUARD WORLD FDS92204A3066,218$754,1370.12%
156SAIA INCSAIA3,578$750,2350.12%
157STRYKER CORPORATIONSYK3,053$746,4280.12%
158ISHARES TR46428873712,388$738,8200.12%
159DOMINION ENERGY INCD11,583$710,2560.11%
160TAPESTRY INCTPR18,511$704,8990.11%
161CISCO SYS INCCSCO14,655$698,1580.11%
162OREILLY AUTOMOTIVE INC67103H107826$697,1690.11%
163SOUTHERN FIRST BANCSHARESSFST15,172$694,1190.11%
164FISERV INCFISV6,836$690,9150.11%
165INVESCO EXCH TRADED FD TR IIIVZ12,870$688,4160.11%
166ISHARES TR46428864613,671$681,0890.11%
167WALMART INCWMT4,697$665,9530.10%
168ENCORE CAP GROUP INCECR13,726$658,0240.10%
169ADDUS HOMECARE CORPADUS6,609$657,5290.10%
170VANGUARD WORLD FDS92204A2073,414$654,0200.10%
171SKYWORKS SOLUTIONS INCSWKS6,930$631,5310.10%
172SCHWAB STRATEGIC TR80852477111,782$629,6450.10%
173VANECK ETF TRUST92189H20113,600$620,2960.10%
174ISHARES TR46435U47313,786$612,0980.10%
175FLUOR CORP NEWFLR17,503$606,6540.09%
176PHILIP MORRIS INTL INC7181721095,919$599,0580.09%
177APPLIED INDL TECHNOLOGIES IN03820C1054,715$594,2570.09%
178ADVANCED ENERGY INDS0079731006,911$592,8670.09%
179CHART INDS INC16115Q3085,137$591,9370.09%
180NORTHERN TECHNOLOGIES INTL CNTRSO44,322$589,9200.09%
181CHENIERE ENERGY INCLNG3,893$583,7300.09%
182DISNEY WALT CO2546871066,564$570,2920.09%
183SELECT SECTOR SPDR TR81369Y86015,165$560,0430.09%
184VANGUARD WORLD FD9219108734,125$546,1500.09%
185ISHARES TR4642882576,396$542,8540.08%
186NORFOLK SOUTHN CORP6558441082,201$542,3700.08%
187WELLS FARGO CO NEW94974610112,888$532,1650.08%
188SPDR SER TR78468R5235,345$530,7050.08%
189SPDR DOW JONES INDL AVERAGE78467X1091,600$530,1280.08%
190AUTOZONE INCAZO214$527,7630.08%
191RAYTHEON TECHNOLOGIES CORPRTX5,218$526,6240.08%
192ENSIGN GROUP INCENSG5,472$517,6910.08%
193BANCORP INC DELTBBK18,068$512,7700.08%
194SSGA ACTIVE ETF TR78467V60812,235$500,4120.08%
195AMBARELLA INCAMBA6,079$499,8760.08%
196ISHARES TR4642888855,928$496,5290.08%
197PAYPAL HLDGS INCPYPL6,838$487,0020.08%
198HALLIBURTON COHAL12,134$477,4660.07%
199HEALTHEQUITY INCHQY7,730$476,4770.07%
200ADVANSIX INCASIX12,503$475,3640.07%
201ARCH CAP GROUP LTDG0450A1057,493$470,4110.07%
202DIAMONDBACK ENERGY INCFANG3,399$464,9150.07%
203CAVCO INDS INC DEL1495681072,028$458,8350.07%
204DORMAN PRODS INC2582781005,644$456,4300.07%
205SPROTT PHYSICAL GOLD & SILVESII25,290$453,4500.07%
206NEOGEN CORPNEOG29,609$450,9450.07%
207RENASANT CORPRNST11,983$450,4390.07%
208STERLING INFRASTRUCTURE INCSTRL13,641$447,4250.07%
209ISHARES TR4642871012,611$445,3690.07%
210KINDER MORGAN INC DELEP-PC24,616$445,0480.07%
211BANK AMERICA CORP06050510413,432$444,8640.07%
212STELLAR BANCORP INCSTEL15,060$443,6680.07%
213FIRST TR EXCHANGE-TRADED FD33738D10116,059$428,6050.07%
214PERFORMANCE FOOD GROUP COPFGC7,332$428,1150.07%
215MAYVILLE ENGR CO INC57860510733,345$422,1480.07%
216LIBERTY MEDIA CORP DELFWONB12,781$411,9320.06%
217SHOCKWAVE MED INC82489T1042,000$411,2200.06%
218VANGUARD BD INDEX FDS9219378355,724$411,2190.06%
219PINNACLE FINL PARTNERS INC72346Q1045,558$407,9550.06%
220LOCKHEED MARTIN CORPLMT837$407,3080.06%
221CADENCE BANK12740C10316,516$407,2880.06%
222SUMMIT MATLS INC86614U10014,221$403,7230.06%
223SCHWAB STRATEGIC TR80852470616,964$401,5390.06%
224ABBOTT LABSABLZF3,608$396,0780.06%
225CONOCOPHILLIPSCOP3,300$389,3840.06%
226PIMCO ETF TR72201R8333,925$387,2010.06%
227ENBRIDGE INCENNPF9,683$378,6050.06%
228GREENBRIER COS INC39365710111,216$376,0570.06%
229DOLLAR GEN CORP NEW2566771051,527$376,0240.06%
230SPDR SER TR78464A3004,912$364,5380.06%
231SOUTHSTATE CORPORATIONSSB4,744$362,2300.06%
232HOME DEPOT INCHD1,129$356,5480.06%
233CYBERARK SOFTWARE LTDM2682V1082,710$351,3520.05%
234J P MORGAN EXCHANGE TRADED F46641Q3326,394$348,4120.05%
235ISHARES GOLD TRIAU10,005$346,0730.05%
236IRON MTN INC DEL46284V1016,905$344,2140.05%
237BCE INCBCPPF7,804$342,9860.05%
238POST HLDGS INCPOST3,727$336,3990.05%
239MOLINA HEALTHCARE INCMOH1,017$335,8340.05%
240FIRST TR EXCHANGE TRADED FD33737A1083,845$335,4320.05%
241VANGUARD INDEX FDS9229085534,015$331,1570.05%
242DYCOM INDS INC2674751013,514$328,9100.05%
243FIRST TR EXCHANGE-TRADED FD33739Q4085,522$328,2180.05%
244AMERICAN TOWER CORP NEW03027X1001,544$327,1120.05%
245PRICE T ROWE GROUP INCTROW2,998$327,0040.05%
246REGENERON PHARMACEUTICALSREGN450$324,6710.05%
247ZURN ELKAY WATER SOLNS CORP98983L10815,299$323,5750.05%
248NLIGHT INCLASR31,453$318,9330.05%
249SELECT SECTOR SPDR TR81369Y2092,327$316,1400.05%
250NEW JERSEY RES CORPNJR6,300$312,6060.05%
251SNOWFLAKE INCSNOW2,138$306,8890.05%
252VANGUARD SCOTTSDALE FDS92206C1025,251$303,6130.05%
253INVESCO EXCHANGE TRADED FD TIVZ1,883$298,2130.05%
254OLLIES BARGAIN OUTLET HLDGS6811161096,303$295,2330.05%
255KADANT INCKAI1,647$292,5570.05%
256AAR CORPAIR6,499$291,8050.05%
257SPDR SER TR78468R2009,601$291,7740.05%
258ONESPAWORLD HOLDINGS LIMITEDOSW31,251$291,5720.05%
259SPDR SER TR78468R86115,753$290,6430.05%
260PIEDMONT LITHIUM INC72016P1056,437$283,3570.04%
261VANECK ETF TRUST92189F1069,842$282,0860.04%
262FLEXSHARES TRFLEX6,475$281,4680.04%
263VANGUARD SCOTTSDALE FDS92206C8133,704$280,4300.04%
264ISHARES TR4642876633,913$276,3480.04%
265SPDR INDEX SHS FDS78463X5098,356$275,4020.04%
266SPDR SER TR78464A4749,312$273,5960.04%
267MODERNA INCMRNA1,479$265,6580.04%
268CALAMOS CONV & HIGH INCOME F12811P10825,033$264,0970.04%
269INVESCO ACTIVELY MANAGED ETFIVZ10,628$262,6300.04%
270HALOZYME THERAPEUTICS INCHALO4,566$259,8050.04%
271NUVEEN FLOATING RATE INCOME67072T10832,000$253,4400.04%
272OLD REP INTL CORP68022310410,400$251,1600.04%
273HARMONY BIOSCIENCES HLDGS INHRMY4,501$248,0050.04%
274ISHARES TR4642886384,990$247,0550.04%
275AMERICAN CENTY ETF TR0250728773,267$243,4240.04%
276ISHARES TR46434V6214,831$241,5500.04%
277TARGET CORPTGT1,565$233,2190.04%
278TEXAS INSTRS INC8825081041,366$225,6790.04%
279FIRST TR EXCHANGE-TRADED FD33739Q2004,700$222,8270.03%
280NOVARTIS AGNVSEF2,450$222,2640.03%
281ZOETIS INCZTS1,505$220,5870.03%
282SCHWAB STRATEGIC TR8085248394,813$219,6950.03%
283SPDR SER TR78464A2844,397$215,3180.03%
284FEDEX CORPFDX1,241$214,8710.03%
285SPDR SER TR78468R7702,252$211,0120.03%
286DIMENSIONAL ETF TRUST25434V8809,717$209,8870.03%
287ISHARES TR4642874812,500$209,0000.03%
288FLEXSHARES TRFLEX5,187$206,7020.03%
289FLEXSHARES TRFLEX3,900$205,1400.03%
290BRANDYWINE RLTY TR10536820332,896$202,3090.03%
291APPLIED MATLS INC0382221052,072$201,7630.03%
292J P MORGAN EXCHANGE TRADED F46641Q6543,980$201,1290.03%
293ISHARES TR46435G4414,646$200,8000.03%
294FIRST TR EXCH TRADED FD III33740J10410,000$199,5000.03%
295INVESCO EXCH TRADED FD TR IIIVZ17,668$197,5280.03%
296PIMCO CORPORATE & INCM STRG72200U10013,750$162,9380.03%
297GOLDMAN SACHS BDC INCGSBD10,100$138,5720.02%
298AIRGAIN INCAIRG20,003$130,2200.02%
299NUVEEN FLOATING RATE INCOME6706EN10014,400$112,4640.02%
300PROTERRA INC74374T10924,700$93,1190.01%
301KWESST MICRO SYSTEMS INC50150660435,000$90,3000.01%
302AMYRIS INC03236M20054,141$82,8360.01%
303NOKIA CORPNOKBF13,300$61,7120.01%
304NANO DIMENSION LTDNNDM25,000$57,5000.01%
305NETCAPITAL INCNCPLW30,000$45,0000.01%
306KWESST MICRO SYSTEMS INC50150613335,000$31,5000.00%
307LOCAL BOUNTI CORPLOCLW19,500$27,1050.00%
308TRANSCODE THERAPEUTICS INCRNAZ25,000$16,8250.00%
309MEDALIST DIVERSIFIED REIT INMDRR15,439$10,8090.00%