Avoid Fraud, Get The Facts, And Find The Best
Legal Name: SHEETS SMITH WEALTH MANAGEMENT
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 12, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
Amazon.com Inc (023135106)
|
3,935 |
$7,451k |
|
|
Alphabet Inc (02079K107)
|
6,308 |
$6,818k |
|
|
BlackRock, Inc. (09247X101)
|
5,935 |
$2,785k |
|
|
LABORATORY CORP AMER (50540R409)
|
9,540 |
$1,649k |
|
|
COSTAR GROUP INC (22160N109)
|
2,309 |
$1,279k |
|
|
FIRST CITIZENS BCSHS -CL A (31946M103)
|
2,763 |
$1,244k |
|
|
ADP (053015103)
|
7,167 |
$1,185k |
|
|
ADOBE INC (00724F101)
|
3,842 |
$1,132k |
|
|
ISHARES (464287168)
|
9,319 |
$928k |
|
|
EDWARDS LIFESCIENCE (28176E108)
|
5,012 |
$926k |
|
|
LendingTree Inc (52603B107)
|
2,196 |
$922k |
|
|
AIR PRODS & CHEMS INC (009158106)
|
4,028 |
$912k |
|
|
KINSALE CAP GROUP INC (49714P108)
|
9,661 |
$884k |
|
|
AMGEN INC (031162100)
|
4,733 |
$872k |
|
|
Boeing Co/The (097023105)
|
2,359 |
$859k |
|
|
INGERSOLL-RAND PLC (G47791101)
|
6,487 |
$822k |
|
|
FLEETCOR TECHNOLOGIES INC (339041105)
|
2,792 |
$784k |
|
|
HUBSPOT INC COM (443573100)
|
4,442 |
$757k |
|
|
GLOBAL PAYMENTS INC (37940X102)
|
4,722 |
$756k |
|
|
Diamondback Energy Inc (25278X109)
|
6,820 |
$743k |
|
|
EPAM SYS INC COM USD0.001 (29414B104)
|
4,179 |
$723k |
|
|
CDN PACIFIC RAILWAY (13645T100)
|
3,066 |
$721k |
|
|
INTERXION HOLDING N.V (N47279109)
|
9,260 |
$705k |
|
|
LHC GROUP INC COM (50187A107)
|
5,758 |
$689k |
|
|
Autodesk Inc (052769106)
|
4,218 |
$687k |
|
|
ADDUS HOMECARE CORP (006739106)
|
9,078 |
$680k |
|
|
Cyberark Software Ltd (M2682V108)
|
5,299 |
$677k |
|
|
BROADCOM INC (11135F101)
|
2,345 |
$675k |
|
|
American Express Co. (025816109)
|
5,278 |
$651k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
5,747 |
$650k |
|
|
Domino's Pizza Inc (25754A201)
|
2,324 |
$647k |
|
|
DIGITAL RLTY TR INC (253868103)
|
5,253 |
$619k |
|
|
IDEXX LABS INC (45168D104)
|
2,249 |
$619k |
|
|
Aon, PLC (G0408V102)
|
3,113 |
$601k |
|
|
HAEMONETICS CORP/MASS (405024100)
|
4,968 |
$598k |
|
|
KEYSIGHT TECHNOLOGS (49338L103)
|
6,506 |
$584k |
|
|
FIDELITY NATL INFO (31620M106)
|
4,508 |
$553k |
|
|
FIRST TR EXCHANGE TRADED FD (33739Q408)
|
9,200 |
$552k |
|
|
ALTERYX INC (02156B103)
|
5,028 |
$549k |
|
|
LGI HOMES INC COM (50187T106)
|
7,642 |
$546k |
|
|
Intercontinental Exchange Inc (45866F104)
|
6,121 |
$526k |
|
|
COSTCO WHSL CORP (22160K105)
|
1,911 |
$505k |
|
|
INSPERITY INC COM (45778Q107)
|
3,993 |
$488k |
|
|
Cornerstone OnDemand (21925Y103)
|
8,348 |
$484k |
|
|
FIVE9 INC (338307101)
|
9,333 |
$479k |
|
|
GLOBANT SA USD1.20 (L44385109)
|
4,662 |
$471k |
|
|
ATLASSIAN CORPORATION PLC COM USD0.1 CL A (G06242104)
|
3,535 |
$463k |
|
|
AZZ INC (002474104)
|
9,921 |
$457k |
|
|
ISHARES TR (46434V878)
|
8,951 |
$451k |
|
|
CEDAR FAIR L P (150185106)
|
8,925 |
$426k |
|
|
COCA-COLA EU PARTNRS (G25839104)
|
7,454 |
$421k |
|
|
JP MORGAN EXCHANGE TRADED FD (46641Q837)
|
7,950 |
$401k |
|
|
BLACKLINE INC (09239B109)
|
7,270 |
$389k |
|
|
Illumina Inc (452327109)
|
1,038 |
$382k |
|
|
AMERICAN TOWER CORP NEW (03027X100)
|
1,852 |
$379k |
|
|
ADVANCED ENERGY IND (007973100)
|
6,610 |
$372k |
|
|
II-VI INC (902104108)
|
9,530 |
$348k |
|
|
ENBRIDGE INC (29250N105)
|
9,366 |
$338k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
1,952 |
$331k |
|
|
GODADDY INC (380237107)
|
4,527 |
$318k |
|
|
Bank of New York Mellon Corp. (064058100)
|
7,110 |
$314k |
|
|
ISHA (464287101)
|
2,410 |
$312k |
|
|
DORMAN PRODS INC COM (258278100)
|
3,389 |
$295k |
|
|
LILLY ELI & CO (532457108)
|
2,657 |
$294k |
|
|
BCE INC (05534B760)
|
6,374 |
$290k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
3,587 |
$281k |
|
|
APPLIED INDUSTRIAL TECH INC (03820C105)
|
4,553 |
$280k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
4,505 |
$277k |
|
|
ISHARES (464288646)
|
4,939 |
$264k |
|
|
DOLLAR GEN CORP (256677105)
|
1,877 |
$254k |
|
|
ALTRIA GROUP INC (02209S103)
|
5,313 |
$252k |
|
|
LIBERTY BRAVES GROUP (531229888)
|
8,848 |
$247k |
|
|
CAMBREX CORP (132011107)
|
5,184 |
$243k |
|
|
CAVCO INDS INC DEL (149568107)
|
1,539 |
$242k |
|
|
CVS HEALTH CORP (126650100)
|
4,441 |
$242k |
|
|
Charles Schwab Corp/The (808513105)
|
5,989 |
$241k |
|
|
IRON MOUNTAIN INC (46284V101)
|
7,510 |
$235k |
|
|
FIRST TR EXCHANGE TRADED FD (33738D101)
|
9,263 |
$233k |
|
|
ISHARES TR (464288257)
|
3,108 |
$229k |
|
|
CENTRAL GARDEN & PET CO (153527205)
|
9,222 |
$227k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
1,026 |
$219k |
|
|
ISHARES TR (464287663)
|
3,834 |
$217k |
|
|
DYCOM INDUSTRIES INC (267475101)
|
3,514 |
$207k |
|
|
FEDEX CORP (31428X106)
|
1,240 |
$204k |
|
|
ENTERGY CORP (29364G103)
|
1,967 |
$202k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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