Sheets Smith Wealth Management Portfolio Holdings
Sheets Smith Wealth Management
- $828 Million
- Q2 2024
Sheets Smith Wealth Management has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $828 Million distributed in 377 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $45.7M, Ishares Core S&P 500 ETF with a value of $29.7M, Coca Cola CO with a value of $21M, Alphabet Inc. with a value of $19.9M, and Amazon Com Inc with a value of $19.3M.
Examining the 13F form we can see an decrease of $56.2M in the current position value, from $884M to 828M.
Below you can find more details about Sheets Smith Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$828 Million
ETFs: $353 Million
Consumer Cyclical: $89.1 Million
Technology: $75.6 Million
Healthcare: $63.6 Million
Consumer Defensive: $53.5 Million
Industrials: $47.5 Million
Financial Services: $45 Million
Communication Services: $31.2 Million
Other: $67 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 377
- Current Value $828 Million
- Prior Value $884 Million
- Filing
- Period Q2 2024
- Filing Date July 30, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 36 stocks
- Additional Purchases 135 stocks
- Sold out of 0 stocks
- Reduced holdings in 137 stocks