|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Sheets Smith Wealth Management
✚
|
|
|---|---|
| CRD # | 105710 |
| SEC # | 801-31437 |
| CIK # | 0001157436 |
| AUM | $1.2 B (2025-03-03) |
| Employees | 17 (71% Investors, 0% Brokers) |
| Phone | 336-765-2020 |
| Address | 120 Club Oaks Court Winston Salem, NC 27104-4680 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001157436 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Coca Cola Co | 23.4 | ||
| Amazon Com Inc | 20.5 | ||
| Alphabet Inc | 20.2 | ||
| VISA Inc | 19.8 | ||
| Copart Inc | 13.4 | ||
| Tractor Supply Co /DE/ | 12.9 | ||
| Intuit Inc | 12.6 | ||
| Nvidia Corp | 12.5 | ||
| Ecolab Inc | 12.4 | ||
| Lilly Eli & Co | 11.1 | ||
| Apple Inc | 10.1 | ||
| TJX Companies Inc /DE/ | 10.0 | ||
| ULTA Salon Cosmetics & Fragrance Inc | 8.9 | ||
| Microsoft Corp | 8.5 | ||
| Public Storage | 8.3 | ||
| Exxon Mobil Corp | 8.0 | ||
| Quintiles Transnational Holdings Inc | 7.7 | ||
| PepsiCo Inc | 7.3 | ||
| Uber Technologies Inc | 6.9 | ||
| Enterprise Products Partners L P | 6.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 212 | 79.6 |
| (b) Individuals (high net worth individuals) | 161 | 1,050.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 18.7 |
| (h) Charitable organizations | 6 | 22.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 15 | 10.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 62.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,039 | 1,244.3 |
| By Discretionary | ||
| Discretionary | 1,039 | 1,244.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,039 | 1,244.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,244.3 | |
| Total | 1,039 | 1,244.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001157436] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Sheets Smith Wealth Management
✚
|
NC | 1.2 |
|
Sheets Smith Investment Management LLC
✚
|
TX | 0.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gateway Wealth Partners LLC
✚
|
WI | 1.2 |
|
Capital Advisors Ltd LLC
✚
|
OH | 1.2 |
|
Burton Enright Welch
✚
|
CA | 1.2 |
|
Chadds Ford Wealth Partners LLC
✚
|
PA | 1.2 |
|
PGIM DC Solutions LLC
✚
|
NJ | 1.2 |
|
iCapital LLC
✚
|
MA | 1.2 |
|
Capital Creek Partners LLC
✚
|
TX | 1.2 |
|
Anderson Hoagland & Co
✚
|
MO | 1.2 |
|
Fourstar Wealth Advisors LLC
✚
|
IL | 1.2 |
|
Versant Capital Management Inc
✚
|
AZ | 1.2 |