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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 (Amended)

SHEETS SMITH WEALTH MANAGEMENT

Quarter ended Q2 2023 · Filed May 26, 2023 · Accession 0001398344-23-010491

Total Value
$654.5M
Positions
318
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (318)

#IssuerTicker / CUSIPSharesValue% of Filing
1GOLDMAN SACHS ETF TRNVGLF262,259$26.3M4.01%
2ISHARES TR464288158221,010$23.1M3.53%
3ISHARES TR46428720055,399$22.8M3.48%
4PEPSICO INCPEP115,660$21.1M3.22%
5COCA COLA COKO331,277$20.5M3.14%
6SCHWAB STRATEGIC TR808524201287,641$13.9M2.13%
7COPART INCCPRT176,063$13.2M2.02%
8APPLE INCAAPL79,283$13.1M2.00%
9VISA INCV57,095$12.9M1.97%
10EXXON MOBIL CORPXOM112,273$12.3M1.88%
11TRACTOR SUPPLY COTSCO50,008$11.8M1.80%
12ALPHABET INCGOOG106,881$11.1M1.70%
13IQVIA HLDGS INCIQV51,565$10.3M1.57%
14ULTA BEAUTY INCULTA18,429$10.1M1.54%
15NIKE INCNKE78,675$9.6M1.47%
16PUBLIC STORAGEPSA-PS30,020$9.1M1.39%
17SCHWAB STRATEGIC TR808524797115,311$8.4M1.29%
18AMAZON COM INCAMZN74,642$7.7M1.18%
19ECOLAB INCECL46,393$7.7M1.17%
20INVESCO QQQ TRIVZ23,785$7.6M1.17%
21INTUITINTU15,997$7.1M1.09%
22MICROCHIP TECHNOLOGY INC.MCHPP83,592$7.0M1.07%
23TJX COS INC NEW87254010985,421$6.7M1.02%
24DBX ETF TR233051143178,276$6.6M1.01%
25MICROSOFT CORPMSFT22,490$6.5M0.99%
26ENTERPRISE PRODS PARTNERS L293792107241,344$6.3M0.96%
27SCHWAB STRATEGIC TR808524102130,249$6.2M0.95%
28WP CAREY INC92936U10980,057$6.2M0.95%
29SPDR SER TR78464A854127,545$6.1M0.94%
30VANGUARD SCOTTSDALE FDS92206C40978,814$6.0M0.92%
31ACCENTURE PLC IRELANDACN20,090$5.7M0.88%
32PAYCHEX INCPAYX49,119$5.6M0.86%
33ISHARES TR46428750721,710$5.4M0.83%
34ISHARES TR46428780449,178$4.8M0.73%
35OTIS WORLDWIDE CORPOTIS56,282$4.8M0.73%
36CANADIAN NATL RY CO13637510239,303$4.6M0.71%
37ISHARES TR46428841442,926$4.6M0.71%
38LAUDER ESTEE COS INC51843910418,717$4.6M0.70%
39UNITED PARCEL SERVICE INCUPS22,241$4.3M0.66%
40BRISTOL-MYERS SQUIBB COCELG-RI61,984$4.3M0.66%
41SPDR SER TR78464A375132,028$4.3M0.66%
42WALGREENS BOOTS ALLIANCE INC931427108117,470$4.1M0.62%
43SPDR INDEX SHS FDS78463X889126,032$4.0M0.62%
44ISHARES TR46428715044,170$4.0M0.61%
45JPMORGAN CHASE & COVYLD29,809$3.9M0.59%
46VANGUARD SPECIALIZED FUNDS92190884424,629$3.8M0.58%
47GENERAL MLS INC37033410443,253$3.7M0.56%
48PGIM ETF TR69344A10771,439$3.5M0.54%
49WISDOMTREE TRWT86,070$3.4M0.52%
50AMGEN INCAMGN13,262$3.2M0.49%
51ISHARES TR46428773936,000$3.1M0.47%
52T-MOBILE US INCTMUSZ20,667$3.0M0.46%
53SCHWAB STRATEGIC TR80852486260,700$3.0M0.45%
54IMMUNITYBIO INCIBRX1,590,398$2.9M0.44%
55J P MORGAN EXCHANGE TRADED F46641Q83757,448$2.9M0.44%
56ISHARES TR46428746540,386$2.9M0.44%
57DUKE ENERGY CORP NEWDUKB29,671$2.9M0.44%
58ABBVIE INCABBV17,621$2.8M0.43%
59ISHARES TR46428858827,806$2.6M0.40%
60VANGUARD INDEX FDS92290874418,637$2.6M0.39%
61BLACKROCK INCBLK3,844$2.6M0.39%
62MERCK & CO INCMRK23,977$2.6M0.39%
63WILLIAMS SONOMA INCWSM20,750$2.5M0.39%
64ISHARES TR46428765513,748$2.5M0.37%
65UNITEDHEALTH GROUP INCUNH5,109$2.4M0.37%
66FIRST CTZNS BANCSHARES INC N31946M1032,447$2.4M0.36%
67COSTCO WHSL CORP NEW22160K1054,594$2.3M0.35%
68INVESCO EXCH TRADED FD TR IIIVZ35,553$2.2M0.34%
69PACER FDS TR69374H85758,250$2.2M0.34%
70SERVICENOW INCNOW4,677$2.2M0.33%
71ISHARES TR46436E50264,556$2.1M0.33%
72INVESCO EXCHANGE TRADED FD TIVZ14,818$2.1M0.33%
73CARMAX INCKMX33,200$2.1M0.33%
74PFIZER INCPFE51,991$2.1M0.32%
75SPDR GOLD TRGLD11,560$2.1M0.32%
76JOHNSON & JOHNSONJNJ13,643$2.1M0.32%
77VANGUARD INDEX FDS9229086299,866$2.1M0.32%
78MASTEC INCMTZ21,964$2.1M0.32%
79CAMBRIA ETF TR13206120134,703$2.0M0.31%
80INVESCO EXCHANGE TRADED FD TIVZ12,924$2.0M0.31%
81HONEYWELL INTL INC43851610610,337$2.0M0.30%
82ONEOK INC NEWOKE30,532$1.9M0.30%
83GILEAD SCIENCES INCGILD23,353$1.9M0.30%
84THERMO FISHER SCIENTIFIC INCTMO3,318$1.9M0.29%
85SCHWAB STRATEGIC TR80852480554,612$1.9M0.29%
86ISHARES TR46434V87836,773$1.8M0.28%
87NVIDIA CORPORATIONNVDA6,592$1.8M0.28%
88VANGUARD INDEX FDS9229086379,783$1.8M0.28%
89WATERS CORP9418481035,878$1.8M0.28%
90MAGELLAN MIDSTREAM PRTNRS LP55908010630,800$1.7M0.26%
91SPDR SER TR78464A80532,840$1.7M0.25%
92SPDR SER TR78468R60672,009$1.7M0.25%
93WISDOMTREE TRWT26,485$1.7M0.25%
94ISHARES TR46428722616,422$1.6M0.25%
95SPDR S&P 500 ETF TRSPY3,943$1.6M0.25%
96VANECK ETF TRUST92189F42990,664$1.6M0.24%
97J P MORGAN EXCHANGE TRADED F46641Q33229,249$1.6M0.24%
98ISHARES TR46428724214,464$1.6M0.24%
99LOWES COS INC5486611077,857$1.6M0.24%
100SCHWAB CHARLES CORPSCHW-PJ29,966$1.6M0.24%
101ETFIS SER TR I26923G82279,208$1.5M0.23%
102CARDINAL HEALTH INCCAH20,222$1.5M0.23%
103VANGUARD SCOTTSDALE FDS92206C87018,524$1.5M0.23%
104US BANCORP DELUSB-PS40,751$1.5M0.22%
105INDEPENDENCE RLTY TR INC45378A10686,990$1.4M0.21%
106VANECK ETF TRUST92189F43749,271$1.4M0.21%
107VANGUARD INTL EQUITY INDEX F92204277525,392$1.4M0.21%
108MYR GROUP INC DELMYRG10,756$1.4M0.21%
109SCHWAB STRATEGIC TR80852450819,506$1.3M0.20%
110ISHARES TR46428729123,903$1.3M0.20%
111SCHWAB STRATEGIC TR80852487023,003$1.2M0.19%
112PRINCIPAL EXCHANGE TRADED FD74255Y87030,974$1.2M0.19%
113ISHARES TR46434V40729,390$1.2M0.19%
114ALPHABET INCGOOG11,722$1.2M0.19%
115SPDR SER TR78468R52312,030$1.2M0.18%
116VIRTUS ETF TR II92790A40550,827$1.2M0.18%
117FIDELITY COVINGTON TRUST31609240250,390$1.1M0.17%
118CSX CORPCSX37,578$1.1M0.17%
119MCDONALDS CORPMCD3,985$1.1M0.17%
120CHEVRON CORP NEWCVX6,742$1.1M0.17%
121ISHARES TR46432F3967,819$1.1M0.17%
122FIRST CMNTY BANKSHARES INC V31983A10343,165$1.1M0.17%
123DBX ETF TR23305120030,611$1.1M0.16%
124VANGUARD INDEX FDS9229087695,226$1.1M0.16%
125COHERENT CORPCOHR27,884$1.1M0.16%
126BELPOINTE PREP LLCOZ11,183$1.0M0.16%
127ALPS ETF TR00162Q39529,498$1.0M0.16%
128BLACKSTONE INCBX11,859$1.0M0.16%
129SOUTHERN COSOMN14,916$1.0M0.16%
130ALBEMARLE CORPALB-PA4,603$1.0M0.16%
131EURONET WORLDWIDE INCEEFT9,004$1.0M0.15%
132SCHWAB STRATEGIC TR80852460723,637$991,1060.15%
133ISHARES TR46429B69713,317$968,6790.15%
134SPDR SER TR78468R8128,198$950,4340.15%
135CVS HEALTH CORPCVS12,758$948,0810.14%
136ISHARES TR4642876143,845$939,4490.14%
137OMEGA HEALTHCARE INVS INC68193610034,148$935,9970.14%
138ISHARES TR4642871687,876$922,9250.14%
139UNION PAC CORPUNP4,572$920,2210.14%
140ROYAL BK CDA SUSTAINABL7800871029,541$911,9290.14%
141CISCO SYS INCCSCO16,766$876,4390.13%
142STRYKER CORPORATIONSYK3,053$871,5400.13%
143STARBUCKS CORPSBUX8,358$870,3530.13%
144ISHARES TR46428864617,202$869,3890.13%
145PROCTER AND GAMBLE CO7427181095,826$866,2440.13%
146VERIZON COMMUNICATIONS INCVZ21,792$847,4830.13%
147TRUIST FINL CORP89832Q10924,440$833,3920.13%
148SAIA INCSAIA3,052$830,3880.13%
149MONDELEZ INTL INC60920710511,633$811,0360.12%
150LABORATORY CORP AMER HLDGS50540R4093,522$808,0170.12%
151ABRDN GOLD ETF TRUST00326A10442,568$803,2580.12%
152ISHARES TR46435U71321,470$801,2600.12%
153ISHARES TR46435G10210,992$798,2390.12%
154TAPESTRY INCTPR18,511$798,0090.12%
155LILLY ELI & COLLY2,317$795,8720.12%
156BERKSHIRE HATHAWAY INC DELBRK-A2,570$793,5390.12%
157CHART INDS INC16115Q3086,204$777,9820.12%
158FISERV INCFISV6,836$772,6730.12%
159COLGATE PALMOLIVE COCL10,266$771,5190.12%
160XCEL ENERGY INCXELLL11,429$770,7720.12%
161OREILLY AUTOMOTIVE INC67103H107905$768,3270.12%
162ISHARES TR46428873712,388$767,4370.12%
163SPDR SER TR78468R64817,164$732,9230.11%
164MEDPACE HLDGS INCMEDP3,830$720,2320.11%
165VANGUARD WORLD FDS92204A3066,196$707,7370.11%
166WALMART INCWMT4,793$706,6660.11%
167ADDUS HOMECARE CORPADUS6,609$705,5770.11%
168ENCORE CAP GROUP INCECR13,726$692,4770.11%
169ADVANCED ENERGY INDS0079731006,932$679,3290.10%
170SKYWORKS SOLUTIONS INCSWKS5,730$676,0250.10%
171INVESCO EXCH TRADED FD TR IIIVZ12,870$674,3880.10%
172APPLIED INDL TECHNOLOGIES IN03820C1054,716$670,2640.10%
173SPDR INDEX SHS FDS78463X3016,663$668,5830.10%
174DISNEY WALT CO2546871066,611$661,9730.10%
175AMERICAN CENTY ETF TR0250728778,938$661,9480.10%
176VANGUARD WORLD FDS92204A2073,414$660,6770.10%
177SCHWAB STRATEGIC TR80852477111,935$655,4490.10%
178CAVCO INDS INC DEL1495681072,028$644,3770.10%
179VANECK ETF TRUST92189F10619,561$632,8140.10%
180VANECK ETF TRUST92189H20113,600$631,9920.10%
181ISHARES TR46435U47313,386$608,6610.09%
182ISHARES TR4642882576,501$592,5900.09%
183LIBERTY MEDIA CORP DELFWONB16,980$572,0560.09%
184SELECT SECTOR SPDR TR81369Y86015,165$566,8680.09%
185ISHARES GOLD TRIAU15,007$560,8120.09%
186NEOGEN CORPNEOG30,034$556,2300.08%
187ISHARES TR4642888855,867$549,6210.08%
188FLUOR CORP NEWFLR17,503$541,0180.08%
189NORTHERN TECHNOLOGIES INTL CNTRSO44,439$535,0510.08%
190PAYPAL HLDGS INCPYPL7,026$533,5540.08%
191SPDR DOW JONES INDL AVERAGE78467X1091,600$532,1920.08%
192SSGA ACTIVE ETF TR78467V60812,746$528,4490.08%
193J P MORGAN EXCHANGE TRADED F46654Q20311,690$527,1020.08%
194RAYTHEON TECHNOLOGIES CORPRTX5,358$524,7560.08%
195ENSIGN GROUP INCENSG5,472$522,7980.08%
196STERLING INFRASTRUCTURE INCSTRL13,687$518,4640.08%
197ARCH CAP GROUP LTDG0450A1057,487$508,1430.08%
198BANCORP INC DELTBBK18,068$503,1940.08%
199MAYVILLE ENGR CO INC57860510733,345$497,5070.08%
200DOMINION ENERGY INCD8,798$491,9110.08%
201DORMAN PRODS INC2582781005,644$486,8510.07%
202WELLS FARGO CO NEW94974610112,891$481,8690.07%
203AUTOZONE INCAZO196$481,7970.07%
204PHILIP MORRIS INTL INC7181721094,934$479,8590.07%
205ADVANSIX INCASIX12,506$478,6050.07%
206SPROTT PHYSICAL GOLD & SILVESII25,290$478,2340.07%
207AMBARELLA INCAMBA6,079$470,6360.07%
208SOUTHERN FIRST BANCSHARESSFST15,257$468,3900.07%
209NORFOLK SOUTHN CORP6558441082,201$466,6120.07%
210DIAMONDBACK ENERGY INCFANG3,399$459,5790.07%
211HEALTHEQUITY INCHQY7,730$453,8280.07%
212AMERICAN EXPRESS COAXP2,714$447,6560.07%
213PERFORMANCE FOOD GROUP COPFGC7,332$442,4130.07%
214SHOCKWAVE MED INC82489T1042,000$433,6600.07%
215ISHARES TR4642871012,311$432,2610.07%
216VANGUARD WORLD FD9219108733,000$429,4200.07%
217SOUTHSTATE CORPORATIONSSB6,013$428,4860.07%
218FIRST TR EXCHANGE-TRADED FD33738D10116,074$428,0590.07%
219VANGUARD BD INDEX FDS9219378355,724$422,6100.06%
220KINDER MORGAN INC DELEP-PC23,948$419,3260.06%
221EXLSERVICE HOLDINGS INCEXLS2,564$414,9320.06%
222SCHWAB STRATEGIC TR80852470616,604$407,1310.06%
223SUMMIT MATLS INC86614U10014,219$405,0990.06%
224SELECT SECTOR SPDR TR81369Y2093,118$403,6080.06%
225FIRST TR EXCHANGE TRADED FD33737A1084,127$403,0430.06%
226CYBERARK SOFTWARE LTDM2682V1082,710$401,0260.06%
227LOCKHEED MARTIN CORPLMT844$399,0560.06%
228SPDR SER TR78464A3005,230$398,4170.06%
229PIMCO ETF TR72201R8333,925$389,5560.06%
230BANK AMERICA CORP06050510413,582$388,4420.06%
231PIEDMONT LITHIUM INC72016P1056,437$386,5420.06%
232HALLIBURTON COHAL12,166$384,9240.06%
233ONESPAWORLD HOLDINGS LIMITEDOSW31,251$374,6990.06%
234INTERNATIONAL MNY EXPRESS ININTR14,418$371,6960.06%
235STELLAR BANCORP INCSTEL15,064$370,7240.06%
236REGENERON PHARMACEUTICALSREGN450$369,7520.06%
237ENBRIDGE INCENNPF9,683$369,4060.06%
238RENASANT CORPRNST11,987$366,5740.06%
239ABBOTT LABSABLZF3,616$366,1270.06%
240IRON MTN INC DEL46284V1016,905$365,3440.06%
241OLLIES BARGAIN OUTLET HLDGS6811161096,303$365,1960.06%
242GREENBRIER COS INC39365710111,223$361,0320.06%
243AAR CORPAIR6,565$358,1210.05%
244SPDR SER TR78464A47411,933$353,5660.05%
245KADANT INCKAI1,647$343,4320.05%
246CADENCE BANK12740C10316,526$343,0750.05%
247SNOWFLAKE INCSNOW2,198$339,1290.05%
248VANGUARD INDEX FDS9229085534,065$337,5580.05%
249TESLA INCTSLA1,624$336,9150.05%
250PRICE T ROWE GROUP INCTROW2,974$335,7250.05%
251NEW JERSEY RES CORPNJR6,300$335,1600.05%
252HOME DEPOT INCHD1,130$333,5070.05%
253DYCOM INDS INC2674751013,514$329,0860.05%
254BCE INCBCPPF7,345$328,9830.05%
255FIRST TR EXCHANGE-TRADED FD33739Q4085,522$328,6170.05%
256SCHLUMBERGER LTDSLB6,676$327,7920.05%
257CONOCOPHILLIPSCOP3,300$327,3980.05%
258DOLLAR GEN CORP NEW2566771051,527$321,3720.05%
259NEXTERA ENERGY INCNEE-PW4,162$320,7690.05%
260NLIGHT INCLASR31,453$320,1920.05%
261AMERICAN TOWER CORP NEW03027X1001,544$315,5010.05%
262INVESCO EXCHANGE TRADED FD TIVZ1,889$310,8420.05%
263VANGUARD SCOTTSDALE FDS92206C1025,251$307,3940.05%
264PINNACLE FINL PARTNERS INC72346Q1045,559$306,6310.05%
265ARISTA NETWORKS INCANET1,812$304,1620.05%
266SPDR SER TR78468R2009,855$299,8880.05%
267SPDR SER TR78468R86115,753$299,7800.05%
268SPDR INDEX SHS FDS78463X5098,692$296,6580.05%
269VANGUARD SCOTTSDALE FDS92206C8133,704$295,2830.05%
270FLEXSHARES TRFLEX6,935$293,2810.04%
271ISHARES TR4642876633,918$289,0980.04%
272CALAMOS CONV & HIGH INCOME F12811P10825,104$274,1380.04%
273FIRST TR EXCHANGE-TRADED FD33739Q2005,700$272,8590.04%
274FEDEX CORPFDX1,191$272,1060.04%
275CHAMPIONX CORPORATION15872M1049,823$266,5960.04%
276INVESCO ACTIVELY MANAGED ETFIVZ10,715$264,8840.04%
277NUVEEN FLOATING RATE INCOME67072T10832,000$262,4000.04%
278APPLIED MATLS INC0382221052,118$260,1180.04%
279OLD REP INTL CORP68022310410,400$259,6880.04%
280TARGET CORPTGT1,566$259,3470.04%
281ISHARES TR4642886384,990$255,8870.04%
282ZOETIS INCZTS1,505$250,5330.04%
283ISHARES TR46434V6214,831$241,5020.04%
284FRANCO NEV CORPFNV1,630$237,6540.04%
285TEXAS INSTRS INC8825081041,270$236,3210.04%
286LIFE STORAGE INC53223X1071,800$235,9620.04%
287WISDOMTREE TRWT3,776$233,6040.04%
288ISHARES TR4642874812,500$227,6250.03%
289MODERNA INCMRNA1,479$227,1450.03%
290NOVARTIS AGNVSEF2,450$225,4000.03%
291DIMENSIONAL ETF TRUST25434V8809,717$224,0740.03%
292SPDR SER TR78468R7702,352$221,8070.03%
293SPDR SER TR78464A2848,808$220,5460.03%
294ETF SER SOLUTIONS26922A2896,656$218,2610.03%
295FLEXSHARES TRFLEX3,900$212,3940.03%
296ISHARES INC46434G7644,287$211,4550.03%
297SCHWAB STRATEGIC TR8085248394,472$209,7790.03%
298ILLINOIS TOOL WKS INC452308109843$205,1180.03%
299LIVENT CORPLIVG9,418$204,5590.03%
300J P MORGAN EXCHANGE TRADED F46641Q6543,980$202,1440.03%
301MONOLITHIC PWR SYS INC609839105400$200,2160.03%
302FIRST TR EXCH TRADED FD III33740J10410,000$199,6500.03%
303INVESCO EXCH TRADED FD TR IIIVZ16,668$191,3490.03%
304PIMCO CORPORATE & INCM STRG72200U10013,750$172,4250.03%
305BRANDYWINE RLTY TR10536820332,939$155,7990.02%
306GOLDMAN SACHS BDC INCGSBD10,100$137,8650.02%
307SOCIETY PASS INCSOPA135,000$137,7000.02%
308NUVEEN FLOATING RATE INCOME6706EN10014,400$115,4880.02%
309NANO DIMENSION LTDNNDM35,000$101,1500.02%
310KWESST MICRO SYSTEMS INC50150660435,000$93,8000.01%
311TIVIC HEALTH SYSTEMS INCTIVC600,000$90,6000.01%
312BEAMR IMAGING LTDBMR25,000$49,7500.01%
313NETCAPITAL INCNCPLW30,000$29,8200.00%
314TRANSCODE THERAPEUTICS INCRNAZ60,000$20,3100.00%
315MEDALIST DIVERSIFIED REIT INMDRR15,439$12,8870.00%
316KWESST MICRO SYSTEMS INC50150613335,000$12,2500.00%
317LOCAL BOUNTI CORPLOCLW15,000$11,9570.00%
318CONTEXT THERAPEUTICS INCCNTX20,000$11,2440.00%