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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 Q2 2023 · Filed May 12, 2023 · Accession 0001398344-23-009626

Total Value
$653.2M
Positions
302
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (302)

#IssuerTicker / CUSIPSharesValue% of Filing
1GOLDMAN SACHS ETF TRNVGLF100$26.3M4.02%
2ISHARES TR464288158105$23.1M3.54%
3ISHARES TR464287200411$22.8M3.49%
4PEPSICO INCPEP182$21.1M3.23%
5COCA COLA COKO62$20.5M3.15%
6SCHWAB STRATEGIC TR80852420148$13.9M2.13%
7COPART INCCPRT75$13.2M2.03%
8APPLE INCAAPL165$13.1M2.00%
9VISA INCV225$12.9M1.97%
10EXXON MOBIL CORPXOM110$12.3M1.88%
11TRACTOR SUPPLY COTSCO235$11.8M1.80%
12ALPHABET INCGOOG104$11.1M1.70%
13IQVIA HLDGS INCIQV199$10.3M1.57%
14ULTA BEAUTY INCULTA546$10.1M1.54%
15NIKE INCNKE123$9.6M1.48%
16PUBLIC STORAGEPSA-PS302$9.1M1.39%
17SCHWAB STRATEGIC TR80852479773$8.4M1.29%
18AMAZON COM INCAMZN103$7.7M1.18%
19ECOLAB INCECL166$7.7M1.18%
20INVESCO QQQ TRIVZ321$7.6M1.17%
21INTUITINTU446$7.1M1.09%
22MICROCHIP TECHNOLOGY INC.MCHPP84$7.0M1.07%
23TJX COS INC NEW87254010978$6.7M1.02%
24DBX ETF TR23305114337$6.6M1.02%
25MICROSOFT CORPMSFT288$6.5M0.99%
26ENTERPRISE PRODS PARTNERS L29379210726$6.3M0.96%
27SCHWAB STRATEGIC TR80852410248$6.2M0.95%
28WP CAREY INC92936U10977$6.2M0.95%
29SPDR SER TR78464A85448$6.1M0.94%
30VANGUARD SCOTTSDALE FDS92206C40976$6.0M0.92%
31ACCENTURE PLC IRELANDACN286$5.7M0.88%
32PAYCHEX INCPAYX115$5.6M0.86%
33ISHARES TR464287507250$5.4M0.83%
34ISHARES TR46428780497$4.8M0.73%
35OTIS WORLDWIDE CORPOTIS84$4.8M0.73%
36CANADIAN NATL RY CO136375102118$4.6M0.71%
37ISHARES TR464288414108$4.6M0.71%
38LAUDER ESTEE COS INC518439104246$4.6M0.71%
39UNITED PARCEL SERVICE INCUPS194$4.3M0.66%
40BRISTOL-MYERS SQUIBB COCELG-RI69$4.3M0.66%
41SPDR SER TR78464A37532$4.3M0.66%
42WALGREENS BOOTS ALLIANCE INC93142710835$4.1M0.62%
43SPDR INDEX SHS FDS78463X88932$4.0M0.62%
44ISHARES TR46428715091$4.0M0.61%
45JPMORGAN CHASE & COVYLD130$3.9M0.59%
46VANGUARD SPECIALIZED FUNDS921908844154$3.8M0.58%
47GENERAL MLS INC37033410485$3.7M0.57%
48PGIM ETF TR69344A10749$3.5M0.54%
49WISDOMTREE TRWT39$3.4M0.52%
50AMGEN INCAMGN242$3.2M0.49%
51ISHARES TR46428773985$3.1M0.47%
52T-MOBILE US INCTMUSZ145$3.0M0.46%
53SCHWAB STRATEGIC TR80852486249$3.0M0.45%
54IMMUNITYBIO INCIBRX2$2.9M0.44%
55J P MORGAN EXCHANGE TRADED F46641Q83750$2.9M0.44%
56ISHARES TR46428746572$2.9M0.44%
57DUKE ENERGY CORP NEWDUKB96$2.9M0.44%
58ABBVIE INCABBV159$2.8M0.43%
59ISHARES TR46428858895$2.6M0.40%
60VANGUARD INDEX FDS922908744138$2.6M0.39%
61BLACKROCK INCBLK669$2.6M0.39%
62MERCK & CO INCMRK106$2.6M0.39%
63WILLIAMS SONOMA INCWSM122$2.5M0.39%
64ISHARES TR464287655178$2.5M0.38%
65UNITEDHEALTH GROUP INCUNH473$2.4M0.37%
66FIRST CTZNS BANCSHARES INC N31946M103974$2.4M0.36%
67COSTCO WHSL CORP NEW22160K105497$2.3M0.35%
68INVESCO EXCH TRADED FD TR IIIVZ62$2.2M0.34%
69PACER FDS TR69374H85738$2.2M0.34%
70SERVICENOW INCNOW465$2.2M0.33%
71ISHARES TR46436E50233$2.1M0.33%
72INVESCO EXCHANGE TRADED FD TIVZ145$2.1M0.33%
73CARMAX INCKMX64$2.1M0.33%
74PFIZER INCPFE41$2.1M0.32%
75SPDR GOLD TRGLD183$2.1M0.32%
76JOHNSON & JOHNSONJNJ155$2.1M0.32%
77VANGUARD INDEX FDS922908629211$2.1M0.32%
78MASTEC INCMTZ94$2.1M0.32%
79CAMBRIA ETF TR13206120159$2.0M0.31%
80INVESCO EXCHANGE TRADED FD TIVZ157$2.0M0.31%
81HONEYWELL INTL INC438516106191$2.0M0.30%
82ONEOK INC NEWOKE64$1.9M0.30%
83GILEAD SCIENCES INCGILD83$1.9M0.30%
84THERMO FISHER SCIENTIFIC INCTMO576$1.9M0.29%
85SCHWAB STRATEGIC TR80852480535$1.9M0.29%
86ISHARES TR46434V87850$1.8M0.28%
87NVIDIA CORPORATIONNVDA278$1.8M0.28%
88VANGUARD INDEX FDS922908637187$1.8M0.28%
89WATERS CORP941848103310$1.8M0.28%
90MAGELLAN MIDSTREAM PRTNRS LP55908010654$1.7M0.26%
91SPDR SER TR78464A80550$1.7M0.25%
92SPDR SER TR78468R60623$1.7M0.25%
93WISDOMTREE TRWT62$1.7M0.25%
94ISHARES TR464287226100$1.6M0.25%
95SPDR S&P 500 ETF TRSPY409$1.6M0.25%
96VANECK ETF TRUST92189F42918$1.6M0.24%
97J P MORGAN EXCHANGE TRADED F46641Q33255$1.6M0.24%
98ISHARES TR464287242110$1.6M0.24%
99LOWES COS INC548661107200$1.6M0.24%
100SCHWAB CHARLES CORPSCHW-PJ52$1.6M0.24%
101ETFIS SER TR I26923G82219$1.5M0.23%
102CARDINAL HEALTH INCCAH76$1.5M0.23%
103VANGUARD SCOTTSDALE FDS92206C87080$1.5M0.23%
104US BANCORP DELUSB-PS36$1.5M0.22%
105INDEPENDENCE RLTY TR INC45378A10616$1.4M0.21%
106VANECK ETF TRUST92189F43728$1.4M0.21%
107VANGUARD INTL EQUITY INDEX F92204277553$1.4M0.21%
108MYR GROUP INC DELMYRG126$1.4M0.21%
109SCHWAB STRATEGIC TR80852450868$1.3M0.20%
110ISHARES TR46428729154$1.3M0.20%
111SCHWAB STRATEGIC TR80852487054$1.2M0.19%
112PRINCIPAL EXCHANGE TRADED FD74255Y87040$1.2M0.19%
113ISHARES TR46434V40742$1.2M0.19%
114ALPHABET INCGOOG104$1.2M0.19%
115SPDR SER TR78468R523100$1.2M0.18%
116VIRTUS ETF TR II92790A40524$1.2M0.18%
117FIDELITY COVINGTON TRUST31609240222$1.1M0.17%
118CSX CORPCSX30$1.1M0.17%
119MCDONALDS CORPMCD280$1.1M0.17%
120CHEVRON CORP NEWCVX163$1.1M0.17%
121ISHARES TR46432F396139$1.1M0.17%
122FIRST CMNTY BANKSHARES INC V31983A10325$1.1M0.17%
123DBX ETF TR23305120035$1.1M0.16%
124VANGUARD INDEX FDS922908769204$1.1M0.16%
125COHERENT CORPCOHR38$1.1M0.16%
126BELPOINTE PREP LLCOZ94$1.0M0.16%
127ALPS ETF TR00162Q39535$1.0M0.16%
128BLACKSTONE INCBX88$1.0M0.16%
129SOUTHERN COSOMN70$1.0M0.16%
130ALBEMARLE CORPALB-PA221$1.0M0.16%
131EURONET WORLDWIDE INCEEFT112$1.0M0.15%
132SCHWAB STRATEGIC TR80852460742$991,1060.15%
133ISHARES TR46429B69773$968,6790.15%
134SPDR SER TR78468R812116$950,4340.15%
135CVS HEALTH CORPCVS74$948,0810.15%
136ISHARES TR464287614244$939,4490.14%
137OMEGA HEALTHCARE INVS INC68193610027$935,9970.14%
138ISHARES TR464287168117$922,9250.14%
139UNION PAC CORPUNP201$920,2210.14%
140ROYAL BK CDA SUSTAINABL78008710296$911,9290.14%
141CISCO SYS INCCSCO52$876,4390.13%
142STRYKER CORPORATIONSYK285$871,5400.13%
143STARBUCKS CORPSBUX104$870,3530.13%
144ISHARES TR46428864651$869,3890.13%
145PROCTER AND GAMBLE CO742718109149$866,2440.13%
146VERIZON COMMUNICATIONS INCVZ39$847,4830.13%
147TRUIST FINL CORP89832Q10934$833,3920.13%
148SAIA INCSAIA272$830,3880.13%
149MONDELEZ INTL INC60920710570$811,0360.12%
150LABORATORY CORP AMER HLDGS50540R409229$808,0170.12%
151ABRDN GOLD ETF TRUST00326A10419$803,2580.12%
152ISHARES TR46435U71337$801,2600.12%
153ISHARES TR46435G10273$798,2390.12%
154TAPESTRY INCTPR43$798,0090.12%
155LILLY ELI & COLLY343$795,8720.12%
156BERKSHIRE HATHAWAY INC DELBRK-A309$793,5390.12%
157CHART INDS INC16115Q308125$777,9820.12%
158FISERV INCFISV113$772,6730.12%
159COLGATE PALMOLIVE COCL75$771,5190.12%
160XCEL ENERGY INCXELLL67$770,7720.12%
161OREILLY AUTOMOTIVE INC67103H107849$768,3270.12%
162ISHARES TR46428873762$767,4370.12%
163SPDR SER TR78468R64843$732,9230.11%
164MEDPACE HLDGS INCMEDP188$720,2320.11%
165VANGUARD WORLD FDS92204A306114$707,7370.11%
166WALMART INCWMT147$706,6660.11%
167ADDUS HOMECARE CORPADUS107$705,5770.11%
168ENCORE CAP GROUP INCECR50$692,4770.11%
169ADVANCED ENERGY INDS00797310098$679,3290.10%
170SKYWORKS SOLUTIONS INCSWKS118$676,0250.10%
171INVESCO EXCH TRADED FD TR IIIVZ52$674,3880.10%
172APPLIED INDL TECHNOLOGIES IN03820C105142$670,2640.10%
173SPDR INDEX SHS FDS78463X301100$668,5830.10%
174DISNEY WALT CO254687106100$661,9730.10%
175AMERICAN CENTY ETF TR02507287774$661,9480.10%
176VANGUARD WORLD FDS92204A207194$660,6770.10%
177SCHWAB STRATEGIC TR80852477155$655,4490.10%
178CAVCO INDS INC DEL149568107318$644,3770.10%
179VANECK ETF TRUST92189F10632$632,8140.10%
180VANECK ETF TRUST92189H20146$631,9920.10%
181ISHARES TR46435U47345$608,6610.09%
182ISHARES TR46428825791$592,5900.09%
183LIBERTY MEDIA CORP DELFWONB34$572,0560.09%
184SELECT SECTOR SPDR TR81369Y86037$566,8680.09%
185ISHARES GOLD TRIAU37$560,8120.09%
186NEOGEN CORPNEOG19$556,2300.09%
187ISHARES TR46428888594$549,6210.08%
188FLUOR CORP NEWFLR31$541,0180.08%
189NORTHERN TECHNOLOGIES INTL CNTRSO12$535,0510.08%
190PAYPAL HLDGS INCPYPL76$533,5540.08%
191SPDR DOW JONES INDL AVERAGE78467X109333$532,1920.08%
192SSGA ACTIVE ETF TR78467V60841$528,4490.08%
193J P MORGAN EXCHANGE TRADED F46654Q20345$527,1020.08%
194RAYTHEON TECHNOLOGIES CORPRTX98$524,7560.08%
195ENSIGN GROUP INCENSG96$522,7980.08%
196STERLING INFRASTRUCTURE INCSTRL38$518,4640.08%
197ARCH CAP GROUP LTDG0450A10568$508,1430.08%
198BANCORP INC DELTBBK28$503,1940.08%
199MAYVILLE ENGR CO INC57860510715$497,5070.08%
200DOMINION ENERGY INCD56$491,9110.08%
201DORMAN PRODS INC25827810086$486,8510.07%
202WELLS FARGO CO NEW94974610137$481,8690.07%
203AUTOZONE INCAZO2,458$481,7970.07%
204PHILIP MORRIS INTL INC71817210997$479,8590.07%
205ADVANSIX INCASIX38$478,6050.07%
206SPROTT PHYSICAL GOLD & SILVESII19$478,2340.07%
207AMBARELLA INCAMBA77$470,6360.07%
208SOUTHERN FIRST BANCSHARESSFST31$468,3900.07%
209NORFOLK SOUTHN CORP655844108212$466,6120.07%
210DIAMONDBACK ENERGY INCFANG135$459,5790.07%
211HEALTHEQUITY INCHQY59$453,8280.07%
212AMERICAN EXPRESS COAXP165$447,6560.07%
213PERFORMANCE FOOD GROUP COPFGC60$442,4130.07%
214SHOCKWAVE MED INC82489T104217$433,6600.07%
215ISHARES TR464287101187$432,2610.07%
216VANGUARD WORLD FD921910873143$429,4200.07%
217SOUTHSTATE CORPORATIONSSB71$428,4860.07%
218FIRST TR EXCHANGE-TRADED FD33738D10127$428,0590.07%
219VANGUARD BD INDEX FDS92193783574$422,6100.06%
220KINDER MORGAN INC DELEP-PC18$419,3260.06%
221EXLSERVICE HOLDINGS INCEXLS162$414,9320.06%
222SCHWAB STRATEGIC TR80852470625$407,1310.06%
223SUMMIT MATLS INC86614U10028$405,0990.06%
224SELECT SECTOR SPDR TR81369Y209129$403,6080.06%
225FIRST TR EXCHANGE TRADED FD33737A10898$403,0430.06%
226CYBERARK SOFTWARE LTDM2682V108148$401,0260.06%
227LOCKHEED MARTIN CORPLMT473$399,0560.06%
228SPDR SER TR78464A30076$398,4170.06%
229PIMCO ETF TR72201R83399$389,5560.06%
230BANK AMERICA CORP06050510429$388,4420.06%
231PIEDMONT LITHIUM INC72016P10560$386,5420.06%
232HALLIBURTON COHAL32$384,9240.06%
233ONESPAWORLD HOLDINGS LIMITEDOSW12$374,6990.06%
234INTERNATIONAL MNY EXPRESS ININTR26$371,6960.06%
235STELLAR BANCORP INCSTEL25$370,7240.06%
236REGENERON PHARMACEUTICALSREGN822$369,7520.06%
237ENBRIDGE INCENNPF38$369,4060.06%
238RENASANT CORPRNST31$366,5740.06%
239ABBOTT LABSABLZF101$366,1270.06%
240IRON MTN INC DEL46284V10153$365,3440.06%
241OLLIES BARGAIN OUTLET HLDGS68111610958$365,1960.06%
242GREENBRIER COS INC39365710132$361,0320.06%
243AAR CORPAIR55$358,1210.05%
244SPDR SER TR78464A47430$353,5660.05%
245KADANT INCKAI209$343,4320.05%
246CADENCE BANK12740C10321$343,0750.05%
247SNOWFLAKE INCSNOW154$339,1290.05%
248VANGUARD INDEX FDS92290855383$337,5580.05%
249TESLA INCTSLA207$336,9150.05%
250PRICE T ROWE GROUP INCTROW113$335,7250.05%
251NEW JERSEY RES CORPNJR53$335,1600.05%
252HOME DEPOT INCHD295$333,5070.05%
253DYCOM INDS INC26747510194$329,0860.05%
254BCE INCBCPPF45$328,9830.05%
255FIRST TR EXCHANGE-TRADED FD33739Q40860$328,6170.05%
256SCHLUMBERGER LTDSLB49$327,7920.05%
257CONOCOPHILLIPSCOP99$327,3980.05%
258DOLLAR GEN CORP NEW256677105210$321,3720.05%
259NEXTERA ENERGY INCNEE-PW77$320,7690.05%
260NLIGHT INCLASR10$320,1920.05%
261AMERICAN TOWER CORP NEW03027X100204$315,5010.05%
262INVESCO EXCHANGE TRADED FD TIVZ165$310,8420.05%
263VANGUARD SCOTTSDALE FDS92206C10259$307,3940.05%
264PINNACLE FINL PARTNERS INC72346Q10455$306,6310.05%
265ARISTA NETWORKS INCANET168$304,1620.05%
266SPDR SER TR78468R20030$299,8880.05%
267SPDR SER TR78468R86119$299,7800.05%
268SPDR INDEX SHS FDS78463X50934$296,6580.05%
269VANGUARD SCOTTSDALE FDS92206C81380$295,2830.05%
270FLEXSHARES TRFLEX42$293,2810.04%
271ISHARES TR46428766374$289,0980.04%
272CALAMOS CONV & HIGH INCOME F12811P10811$274,1380.04%
273FIRST TR EXCHANGE-TRADED FD33739Q20048$272,8590.04%
274FEDEX CORPFDX228$272,1060.04%
275CHAMPIONX CORPORATION15872M10427$266,5960.04%
276INVESCO ACTIVELY MANAGED ETFIVZ25$264,8840.04%
277NUVEEN FLOATING RATE INCOME67072T1088$262,4000.04%
278APPLIED MATLS INC038222105123$260,1180.04%
279OLD REP INTL CORP68022310425$259,6880.04%
280TARGET CORPTGT166$259,3470.04%
281ISHARES TR46428863851$255,8870.04%
282ZOETIS INCZTS166$250,5330.04%
283ISHARES TR46434V62150$241,5020.04%
284FRANCO NEV CORPFNV146$237,6540.04%
285TEXAS INSTRS INC882508104186$236,3210.04%
286LIFE STORAGE INC53223X107131$235,9620.04%
287WISDOMTREE TRWT62$233,6040.04%
288ISHARES TR46428748191$227,6250.03%
289MODERNA INCMRNA154$227,1450.03%
290NOVARTIS AGNVSEF92$225,4000.03%
291DIMENSIONAL ETF TRUST25434V88023$224,0740.03%
292SPDR SER TR78468R77094$221,8070.03%
293SPDR SER TR78464A28425$220,5460.03%
294ETF SER SOLUTIONS26922A28933$218,2610.03%
295FLEXSHARES TRFLEX54$212,3940.03%
296ISHARES INC46434G76449$211,4550.03%
297SCHWAB STRATEGIC TR80852483947$209,7790.03%
298ILLINOIS TOOL WKS INC452308109243$205,1180.03%
299LIVENT CORPLIVG22$204,5590.03%
300J P MORGAN EXCHANGE TRADED F46641Q65451$202,1440.03%
301MONOLITHIC PWR SYS INC609839105501$200,2160.03%
302INVESCO EXCH TRADED FD TR IIIVZ11$191,3490.03%