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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 Q3 2023 · Filed August 9, 2023 · Accession 0001398344-23-014353

Total Value
$684.1M
Positions
328
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (328)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720055,402$24.7M3.61%
2PEPSICO INCPEP115,674$21.4M3.13%
3ISHARES TR464288158196,974$20.5M3.00%
4COCA COLA COKO331,279$19.9M2.92%
5GOLDMAN SACHS ETF TRNVGLF197,220$19.7M2.88%
6APPLE INCAAPL78,729$15.3M2.23%
7COPART INCCPRT161,543$14.7M2.15%
8VISA INCV59,321$14.1M2.06%
9SCHWAB STRATEGIC TR808524201263,382$13.8M2.02%
10ALPHABET INCGOOG107,343$13.0M1.90%
11EXXON MOBIL CORPXOM113,561$12.2M1.78%
12AMAZON COM INCAMZN91,686$12.0M1.75%
13IQVIA HLDGS INCIQV51,825$11.6M1.70%
14TRACTOR SUPPLY COTSCO50,008$11.1M1.62%
15MICROSOFT CORPMSFT26,301$9.0M1.31%
16INVESCO QQQ TRIVZ23,795$8.8M1.28%
17ECOLAB INCECL46,393$8.7M1.27%
18NIKE INCNKE78,428$8.7M1.27%
19ULTA BEAUTY INCULTA18,269$8.6M1.26%
20PUBLIC STORAGEPSA-PS29,010$8.5M1.24%
21SCHWAB STRATEGIC TR808524797115,298$8.4M1.22%
22MICROCHIP TECHNOLOGY INC.MCHPP83,092$7.4M1.09%
23INTUITINTU15,997$7.3M1.07%
24TJX COS INC NEW87254010982,556$7.0M1.02%
25SPDR SER TR78464A854126,593$6.6M0.96%
26SCHWAB STRATEGIC TR808524102126,774$6.6M0.96%
27VANGUARD SCOTTSDALE FDS92206C40986,454$6.5M0.96%
28DBX ETF TR233051143156,667$6.4M0.93%
29ENTERPRISE PRODS PARTNERS L293792107240,545$6.3M0.93%
30ACCENTURE PLC IRELANDACN19,777$6.1M0.89%
31ISHARES TR46428750721,740$5.7M0.83%
32PAYCHEX INCPAYX49,220$5.5M0.80%
33WP CAREY INC92936U10980,737$5.5M0.80%
34FIRST CTZNS BANCSHARES INC N31946M1034,002$5.1M0.75%
35OTIS WORLDWIDE CORPOTIS56,282$5.0M0.73%
36ISHARES TR46428780448,052$4.8M0.70%
37CANADIAN NATL RY CO13637510239,303$4.8M0.70%
38SPDR SER TR78464A375140,614$4.5M0.66%
39ISHARES TR46428841442,129$4.5M0.66%
40ISHARES TR46428715044,178$4.3M0.63%
41GRAINGER W W INC3848021045,354$4.2M0.62%
42SPDR INDEX SHS FDS78463X889125,146$4.1M0.60%
43CVS HEALTH CORPCVS57,866$4.0M0.58%
44UNITED PARCEL SERVICE INCUPS22,295$4.0M0.58%
45VANGUARD SPECIALIZED FUNDS92190884424,424$4.0M0.58%
46BRISTOL-MYERS SQUIBB COCELG-RI61,938$4.0M0.58%
47WALGREENS BOOTS ALLIANCE INC931427108132,788$3.8M0.55%
48SCHWAB STRATEGIC TR80852486278,447$3.8M0.55%
49LAUDER ESTEE COS INC51843910418,717$3.7M0.54%
50NVIDIA CORPORATIONNVDA8,608$3.6M0.53%
51PGIM ETF TR69344A10773,377$3.6M0.53%
52JPMORGAN CHASE & COVYLD23,749$3.5M0.50%
53WISDOMTREE TRWT85,468$3.4M0.50%
54VANGUARD INDEX FDS92290862915,013$3.3M0.48%
55GENERAL MLS INC37033410442,572$3.3M0.48%
56AMERISOURCEBERGEN CORPCOR16,263$3.1M0.46%
57ISHARES TR46428773936,000$3.1M0.46%
58AMGEN INCAMGN13,300$3.0M0.43%
59ISHARES TR46428746540,250$2.9M0.43%
60J P MORGAN EXCHANGE TRADED F46641Q83757,265$2.9M0.42%
61CARMAX INCKMX33,200$2.8M0.41%
62DUKE ENERGY CORP NEWDUKB30,236$2.7M0.40%
63MERCK & CO INCMRK23,448$2.7M0.40%
64INVESCO EXCHANGE TRADED FD TIVZ17,892$2.7M0.39%
65VANGUARD INDEX FDS92290874418,637$2.6M0.39%
66SERVICENOW INCNOW4,677$2.6M0.38%
67BLACKROCK INCBLK3,801$2.6M0.38%
68ISHARES TR46428858827,208$2.5M0.37%
69COSTCO WHSL CORP NEW22160K1054,613$2.5M0.36%
70UNITEDHEALTH GROUP INCUNH5,069$2.4M0.36%
71VANGUARD SCOTTSDALE FDS92206C87030,571$2.4M0.35%
72CAMBRIA ETF TR13206120139,354$2.4M0.35%
73T-MOBILE US INCTMUSZ17,303$2.4M0.35%
74ABBVIE INCABBV17,590$2.4M0.35%
75MASTEC INCMTZ19,975$2.4M0.34%
76JOHNSON & JOHNSONJNJ13,699$2.3M0.33%
77PACER FDS TR69374H85754,269$2.2M0.32%
78INVESCO EXCH TRADED FD TR IIIVZ34,407$2.2M0.32%
79ISHARES TR46436E50256,947$2.2M0.31%
80HONEYWELL INTL INC43851610610,212$2.1M0.31%
81INVESCO EXCHANGE TRADED FD TIVZ12,724$2.1M0.30%
82SPDR S&P 500 ETF TRSPY4,686$2.1M0.30%
83SPDR GOLD TRGLD11,560$2.1M0.30%
84VANGUARD BD INDEX FDS92193781927,244$2.0M0.30%
85SCHWAB STRATEGIC TR80852480556,779$2.0M0.30%
86VANGUARD INDEX FDS9229086379,483$1.9M0.28%
87ONEOK INC NEWOKE31,111$1.9M0.28%
88PFIZER INCPFE52,215$1.9M0.28%
89MAGELLAN MIDSTREAM PRTNRS LP55908010630,700$1.9M0.28%
90ISHARES TR46434V87837,265$1.9M0.27%
91GILEAD SCIENCES INCGILD23,056$1.8M0.26%
92J P MORGAN EXCHANGE TRADED F46641Q33231,763$1.8M0.26%
93WISDOMTREE TRWT26,353$1.8M0.26%
94ISHARES TR46428722617,842$1.7M0.26%
95THERMO FISHER SCIENTIFIC INCTMO3,318$1.7M0.25%
96SPDR SER TR78468R60673,077$1.7M0.24%
97VANECK ETF TRUST92189F42993,564$1.7M0.24%
98SPDR SER TR78464A80530,061$1.6M0.24%
99ISHARES TR46428724215,027$1.6M0.24%
100INDEPENDENCE RLTY TR INC45378A10686,990$1.6M0.23%
101ETFIS SER TR I26923G82279,619$1.6M0.23%
102WATERS CORP9418481035,678$1.5M0.22%
103COHERENT CORPCOHR29,498$1.5M0.22%
104SCHWAB STRATEGIC TR80852450820,703$1.5M0.21%
105MYR GROUP INC DELMYRG10,534$1.5M0.21%
106VANGUARD INTL EQUITY INDEX F92204277525,664$1.4M0.20%
107ALPHABET INCGOOG11,665$1.4M0.20%
108ISHARES TR46428729121,899$1.4M0.20%
109LOWES COS INC5486611076,033$1.4M0.20%
110VANECK ETF TRUST92189F43748,531$1.3M0.20%
111WILLIAMS SONOMA INCWSM10,750$1.3M0.20%
112FIRST CMNTY BANKSHARES INC V31983A10343,165$1.3M0.19%
113CSX CORPCSX37,228$1.3M0.19%
114OREILLY AUTOMOTIVE INC67103H1071,318$1.3M0.18%
115VIRTUS ETF TR II92790A40552,834$1.2M0.18%
116ABRDN GOLD ETF TRUST00326A10467,633$1.2M0.18%
117VANGUARD SCOTTSDALE FDS92206C10221,420$1.2M0.18%
118CHART INDS INC16115Q3087,708$1.2M0.18%
119ISHARES TR46434V40729,053$1.2M0.18%
120SCHWAB STRATEGIC TR80852487022,731$1.2M0.17%
121MCDONALDS CORPMCD3,987$1.2M0.17%
122VANGUARD INDEX FDS9229087695,229$1.2M0.17%
123SPDR SER TR78468R52311,500$1.1M0.17%
124FIDELITY COVINGTON TRUST31609240250,081$1.1M0.16%
125ISHARES TR4642876143,978$1.1M0.16%
126ALPS ETF TR00162Q39529,516$1.1M0.16%
127LILLY ELI & COLLY2,281$1.1M0.16%
128CHEVRON CORP NEWCVX6,755$1.1M0.16%
129BLACKSTONE INCBX11,389$1.1M0.15%
130ALBEMARLE CORPALB-PA4,699$1.0M0.15%
131OMEGA HEALTHCARE INVS INC68193610034,148$1.0M0.15%
132SAIA INCSAIA3,052$1.0M0.15%
133OPTION CARE HEALTH INCOPCH32,032$1.0M0.15%
134SCHWAB STRATEGIC TR80852460723,734$1.0M0.15%
135BERKSHIRE HATHAWAY INC DELBRK-A2$1.0M0.15%
136SOUTHERN COSOMN14,740$1.0M0.15%
137ISHARES TR46429B69713,589$1.0M0.15%
138EURONET WORLDWIDE INCEEFT8,568$1.0M0.15%
139SPDR SER TR78468R8128,082$993,8050.15%
140FISERV INCFISV7,846$989,7730.14%
141DBX ETF TR23305120027,603$976,3250.14%
142ISHARES TR46428864618,837$945,0520.14%
143MEDPACE HLDGS INCMEDP3,830$919,8990.13%
144STRYKER CORPORATIONSYK2,978$908,5580.13%
145STERLING INFRASTRUCTURE INCSTRL16,209$904,4620.13%
146ISHARES TR46432F3966,260$903,0050.13%
147ROYAL BK CDA7800871029,441$901,7100.13%
148ISHARES TR4642871687,892$894,1370.13%
149UNION PAC CORPUNP4,323$884,5380.13%
150BERKSHIRE HATHAWAY INC DELBRK-A2,583$880,8030.13%
151SPDR SER TR78468R86147,649$879,6010.13%
152PROCTER AND GAMBLE CO7427181095,726$868,9240.13%
153CISCO SYS INCCSCO16,508$854,1450.12%
154LABORATORY CORP AMER HLDGS50540R4093,522$849,9640.12%
155MONDELEZ INTL INC60920710511,634$848,6170.12%
156ISHARES TR46435U71321,342$834,0450.12%
157STARBUCKS CORPSBUX8,368$828,9220.12%
158META PLATFORMS INCMETA2,757$791,2040.12%
159COLGATE PALMOLIVE COCL10,266$790,9220.12%
160SPDR SER TR78468R64817,395$775,8060.11%
161ADVANCED ENERGY INDS0079731006,940$773,2540.11%
162ISHARES TR46428873712,388$758,0220.11%
163WALMART INCWMT4,769$749,5450.11%
164IMMUNITYBIO INCIBRX269,129$748,1790.11%
165SCHWAB STRATEGIC TR80852477112,837$739,0260.11%
166TRUIST FINL CORP89832Q10924,279$736,8650.11%
167TAPESTRY INCTPR16,936$724,8610.11%
168BANCORP INC DELTBBK22,086$721,1080.11%
169ISHARES GOLD TRIAU19,535$710,8790.10%
170XCEL ENERGY INCXELLL11,429$710,5410.10%
171AMERICAN CENTY ETF TR0250728779,092$705,6300.10%
172VANGUARD WORLD FDS92204A3066,210$701,0440.10%
173VERIZON COMMUNICATIONS INCVZ18,754$697,4580.10%
174ARCH CAP GROUP LTDG0450A1059,204$688,9190.10%
175SPDR INDEX SHS FDS78463X3016,930$687,2650.10%
176APPLIED INDL TECHNOLOGIES IN03820C1054,722$683,8330.10%
177LIBERTY MEDIA CORP DELFWONB16,980$672,7480.10%
178INVESCO EXCH TRADED FD TR IIIVZ12,946$669,9560.10%
179ENCORE CAP GROUP INCECR13,726$667,5260.10%
180VANGUARD WORLD FDS92204A2073,414$663,8520.10%
181ISHARES TR4642882576,797$652,0740.10%
182SKYWORKS SOLUTIONS INCSWKS5,815$643,6620.09%
183NEOGEN CORPNEOG29,371$638,8700.09%
184VANECK ETF TRUST92189F10621,035$633,3790.09%
185VANECK ETF TRUST92189H20113,600$626,5520.09%
186ADDUS HOMECARE CORPADUS6,724$623,3710.09%
187SPS COMM INCSPSC3,175$609,7910.09%
188ISHARES TR4642871012,919$604,4240.09%
189SELECT SECTOR SPDR TR81369Y86016,021$603,8310.09%
190CAVCO INDS INC DEL1495681072,036$600,5950.09%
191DISNEY WALT CO2546871066,665$595,0630.09%
192CARDINAL HEALTH INCCAH6,240$590,1170.09%
193J P MORGAN EXCHANGE TRADED F46654Q20312,160$588,1790.09%
194ISHARES TR46435U47312,886$577,3210.08%
195SHOCKWAVE MED INC82489T1042,000$570,8200.08%
196GOOSEHEAD INS INCGSHD8,962$563,6200.08%
197SPDR DOW JONES INDL AVERAGE78467X1091,600$550,1600.08%
198SUMMIT MATLS INC86614U10014,219$538,1890.08%
199ISHARES TR4642888855,575$531,9570.08%
200RAYTHEON TECHNOLOGIES CORPRTX5,359$524,9360.08%
201PERFORMANCE FOOD GROUP COPFGC8,705$524,3890.08%
202ENSIGN GROUP INCENSG5,479$523,0460.08%
203SSGA ACTIVE TR78470P84618,790$521,0470.08%
204AMBARELLA INCAMBA6,169$516,0360.08%
205DIAMONDBACK ENERGY INCFANG3,917$514,5370.08%
206WELLS FARGO CO NEW94974610111,879$506,9880.07%
207NORFOLK SOUTHN CORP6558441082,201$499,0990.07%
208AUTOZONE INCAZO196$488,6990.07%
209HEALTHEQUITY INCHQY7,730$488,0720.07%
210FORTINET INCFTNT6,374$481,8110.07%
211PHILIP MORRIS INTL INC7181721094,826$471,0690.07%
212SPDR SER TR78468R73910,007$470,8360.07%
213VANGUARD WORLD FD9219108733,000$469,3800.07%
214HUBSPOT INCHUBS882$469,3030.07%
215PAYPAL HLDGS INCPYPL6,835$456,1000.07%
216NORTHERN TECHNOLOGIES INTL CNTRSO42,301$453,2190.07%
217ABRDN SILVER ETF TRUSTSIVR20,726$452,8630.07%
218SPROTT PHYSICAL GOLD & SILVESII24,751$446,0130.07%
219DORMAN PRODS INC2582781005,644$444,9170.07%
220DEXCOM INCDXCM3,431$440,9180.06%
221ADVANSIX INCASIX12,509$437,5720.06%
222FIRST TR EXCHANGE-TRADED FD33738D10116,094$434,5480.06%
223SCHWAB CHARLES CORPSCHW-PJ7,569$429,0130.06%
224TESLA INCTSLA1,624$425,1140.06%
225CYBERARK SOFTWARE LTDM2682V1082,710$423,6540.06%
226VANGUARD BD INDEX FDS9219378355,724$416,0840.06%
227MAYVILLE ENGR CO INC57860510733,345$415,4790.06%
228SELECT SECTOR SPDR TR81369Y2093,122$414,4430.06%
229BANK AMERICA CORP06050510414,311$410,5790.06%
230SPDR SER TR78464A3005,315$410,2520.06%
231KINSALE CAP GROUP INC49714P1081,090$407,8780.06%
232US BANCORP DELUSB-PS12,261$405,0890.06%
233HALLIBURTON COHAL12,177$401,7070.06%
234GREENBRIER COS INC39365710110,573$400,5810.06%
235DYCOM INDS INC2674751013,514$399,3660.06%
236ABBOTT LABSABLZF3,624$395,0460.06%
237IRON MTN INC DEL46284V1016,905$392,3420.06%
238SCHLUMBERGER LTDSLB7,947$390,3570.06%
239LOCKHEED MARTIN CORPLMT845$388,9000.06%
240KINDER MORGAN INC DELEP-PC22,513$387,6670.06%
241EXLSERVICE HOLDINGS INCEXLS2,564$387,3180.06%
242AAR CORPAIR6,680$385,8370.06%
243LIVENT CORPLIVG13,978$383,4170.06%
244SPDR INDEX SHS FDS78463X50911,140$382,9760.06%
245DOMINION ENERGY INCD7,343$380,3090.06%
246ENBRIDGE INCENNPF10,182$378,2610.06%
247ONESPAWORLD HOLDINGS LIMITEDOSW31,251$378,1370.06%
248CHAMPIONX CORPORATION15872M10412,069$374,6220.05%
249SOUTHSTATE CORPORATIONSSB5,692$374,5540.05%
250PIMCO ETF TR72201R8333,745$373,6010.05%
251SPDR SER TR78464A47412,533$368,9800.05%
252SOUTHERN FIRST BANCSHARESSFST14,854$367,1350.05%
253SNOWFLAKE INCSNOW2,081$366,2140.05%
254KADANT INCKAI1,647$365,7990.05%
255OLLIES BARGAIN OUTLET HLDGS6811161096,303$365,1070.05%
256HOME DEPOT INCHD1,166$362,2820.05%
257FLEETCOR TECHNOLOGIES INC3390411051,431$359,2950.05%
258VALARIS LIMITEDVAL-WT5,698$358,5750.05%
259SCHWAB STRATEGIC TR80852470614,077$346,7180.05%
260INVESCO EXCHANGE TRADED FD TIVZ2,012$345,7300.05%
261VANECK ETF TRUST92189F6434,308$343,7350.05%
262CONOCOPHILLIPSCOP3,300$341,9390.05%
263ISHARES TR4642876551,818$340,4320.05%
264PRICE T ROWE GROUP INCTROW3,001$336,2090.05%
265BCE INCBCPPF7,345$334,8590.05%
266FIRST TR EXCHANGE-TRADED FD33739Q4085,522$328,0800.05%
267STELLAR BANCORP INCSTEL14,289$327,0670.05%
268NEXTERA ENERGY INCNEE-PW4,392$325,8660.05%
269REGENERON PHARMACEUTICALSREGN450$323,3430.05%
270FIRST TR EXCHANGE-TRADED FD33739Q2006,700$319,3890.05%
271PINNACLE FINL PARTNERS INC72346Q1045,560$315,0180.05%
272RENASANT CORPRNST11,993$313,3730.05%
273CADENCE BANK12740C10315,667$307,6900.04%
274ISHARES TR4642876633,923$306,9920.04%
275SPDR SER TR78468R2009,855$302,4500.04%
276AMERICAN TOWER CORP NEW03027X1001,544$299,4430.04%
277VANGUARD INDEX FDS9229085533,565$297,8910.04%
278NEW JERSEY RES CORPNJR6,300$297,3600.04%
279MEDTRONIC PLCMDT3,325$292,9330.04%
280VANGUARD SCOTTSDALE FDS92206C8133,704$290,7270.04%
281CALAMOS CONV & HIGH INCOME F12811P10825,185$282,8240.04%
282DOLLAR GEN CORP NEW2566771051,658$281,4950.04%
283PIEDMONT LITHIUM INC72016P1054,840$279,3060.04%
284NLIGHT INCLASR17,585$271,2290.04%
285FEDEX CORPFDX1,091$270,5330.04%
286WESCO INTL INC95082P1051,508$270,0220.04%
287INVESCO ACTIVELY MANAGED ETFIVZ10,815$269,1730.04%
288OLD REP INTL CORP68022310410,400$261,7680.04%
289ZOETIS INCZTS1,505$259,2270.04%
290ISHARES TR4642886384,990$252,3440.04%
291APPLIED MATLS INC0382221051,742$251,7260.04%
292ISHARES TR46434V6214,831$248,9410.04%
293NOVARTIS AGNVSEF2,450$247,2300.04%
294ISHARES TR4642874812,500$241,5750.04%
295LIFE STORAGE INC53223X1071,800$239,3280.03%
296SHOALS TECHNOLOGIES GROUP INSHLS9,343$238,8070.03%
297ISHARES TR46432F8423,519$237,5010.03%
298BROADCOM INCAVGO272$235,9410.03%
299FRANCO NEV CORPFNV1,630$232,4380.03%
300TEXAS INSTRS INC8825081041,271$228,8540.03%
301WISDOMTREE TRWT3,571$227,1020.03%
302DIMENSIONAL ETF TRUST25434V8809,717$226,5030.03%
303FLEXSHARES TRFLEX3,900$225,3810.03%
304SPDR SER TR78468R7702,352$224,1220.03%
305ISHARES INC46434G7644,311$224,1070.03%
306SPDR SER TR78464A2848,830$220,8440.03%
307PROS HOLDINGS INC74346Y1037,118$219,2340.03%
308MONOLITHIC PWR SYS INC609839105400$216,0920.03%
309ILLINOIS TOOL WKS INC452308109843$210,7710.03%
310VENTAS INCVTR4,375$206,8060.03%
311EATON CORP PLCETN1,022$205,5240.03%
312J P MORGAN EXCHANGE TRADED F46641Q6543,980$201,5870.03%
313FIRST TR EXCH TRADED FD III33740J10410,000$199,8000.03%
314INVESCO EXCH TRADED FD TR IIIVZ16,668$189,5150.03%
315PIMCO CORPORATE & INCM STRG72200U10013,750$180,2630.03%
316CALUMET SPECIALTY PRODS PART13147610310,600$168,1160.02%
317GOLDMAN SACHS BDC INCGSBD10,100$139,9860.02%
318BRANDYWINE RLTY TR10536820326,841$124,8120.02%
319NUVEEN FLOATING RATE INCOME67072T10815,800$124,6620.02%
320KWESST MICRO SYSTEMS INC50150660435,000$112,8750.02%
321NUVEEN FLOATING RATE INCOME6706EN10014,400$112,3200.02%
322NANO DIMENSION LTDNNDM35,000$101,1500.01%
323SOCIETY PASS INCSOPA135,000$68,4990.01%
324TIVIC HEALTH SYSTEMS INCTIVC600,000$63,8400.01%
325NETCAPITAL INCNCPLW30,000$33,2400.00%
326CONTEXT THERAPEUTICS INCCNTX20,000$32,0000.00%
327KWESST MICRO SYSTEMS INC50150613335,000$14,0000.00%
328ALTERYX INC02156BAF010,000$8,4710.00%