Sheets Smith Wealth Management Purchases in Q4 2024

Sheets Smith Wealth Management

  • $802 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
61.4K
New
$59.93 - $86.34 $3.68M - $5.3M
61.4K $3.71M
GOOG
Alphabet Inc.

Communication Services
5.48K
+ 5.1%
$163.08 - $198.16 $893K - $1.08M
113K $21.5M
AMZN
Amazon Com Inc

Consumer Cyclical
653
+ 0.69%
$180.88 - $232.93 $118K - $152K
95.6K $21M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.47K
+ 7.54%
$521.84 - $558.82 $2.33M - $2.5M
63.7K $34.3M
AAPL
Apple Inc.

Technology
3.77K
+ 7.07%
$221.69 - $259.02 $835K - $975K
57K $14.3M
DGRO
Ishares Core Dividend Growth E

ETFs
23K
+ 42.71%
$60.73 - $64.94 $1.39M - $1.49M
76.7K $4.71M
NOW
Service Now, Inc.

Technology
474
+ 9.62%
$867.18 - $1148.42 $411K - $544K
5.4K $5.73M
GTLS
Chart Industries Inc

Industrials
3.22K
+ 38.42%
$119.65 - $202.35 $386K - $652K
11.6K $2.22M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
10.8K
+ 37.42%
$69.3 - $74.3 $746K - $799K
39.5K $2.82M
TOST
Toast, Inc.

Technology
18.5K
New
$27.43 - $43.54 $507K - $805K
18.5K $674K
PLTR
Palantir Technologies Inc.

Technology
3.75K
+ 42.0%
$36.46 - $82.38 $137K - $309K
12.7K $958K
DORM
Dorman Products, Inc.

Consumer Cyclical
3.15K
+ 26.69%
$108.64 - $142.83 $342K - $450K
15K $1.94M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
16.2K
+ 18.89%
$43.6 - $47.2 $707K - $765K
102K $4.46M
FTI
Technip Fmc PLC

Energy
20.2K
New
$25.16 - $31.95 $509K - $646K
20.2K $585K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
8.98K
New
$59.24 - $74.8 $532K - $672K
8.98K $549K
ACA
Arcosa, Inc.

Industrials
5.54K
New
$91.1 - $111.57 $504K - $618K
5.54K $535K
OII
Oceaneering International Inc

Energy
20K
New
$23.23 - $30.58 $465K - $612K
20K $522K
VRT
Vertiv Holdings CO

Industrials
5.69K
New
N/A
5.69K $493K
SHOP
Shopify Inc.

Technology
4.21K
New
$78.14 - $119.49 $329K - $503K
4.21K $447K
MYRG
Myr Group Inc.

Industrials
290
+ 3.41%
$102.56 - $168.18 $29.7K - $48.8K
8.79K $1.31M
SCHX
Schwab Strategic Tr Us Large C

ETFs
538K
+ 199.7%
$22.4 - $68.28 $12M - $36.7M
807K $18.7M
HUBS
Hubspot Inc

Technology
623
New
$514.07 - $757.4 $320K - $472K
623 $434K
SPG
Simon Property Group Inc

Real Estate
1.62K
+ 4.99%
$167.23 - $183.84 $270K - $297K
34K $5.85M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.67K
+ 10.92%
$77.86 - $79.27 $442K - $450K
57.6K $4.49M
EXLS
Exl Service Holdings, Inc.

Technology
4.74K
+ 19.07%
$38.1 - $47.02 $181K - $223K
29.6K $1.31M
WPC
W. P. Carey Inc.

Real Estate
17.4K
+ 22.31%
$53.44 - $61.33 $932K - $1.07M
95.6K $5.21M
FTNT
Fortinet, Inc.

Technology
1.88K
+ 21.61%
$76.49 - $99.21 $144K - $187K
10.6K $999K
OUNZ
Van Eck Merk Gold Trust

ETFs
11.9K
+ 33.02%
$24.72 - $26.9 $295K - $321K
48K $1.22M
AMD
Advanced Micro Devices Inc

Technology
3.18K
+ 157.45%
$118.88 - $172.8 $378K - $549K
5.2K $627K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
4.59K
+ 10.96%
$55.05 - $58.86 $253K - $270K
46.5K $2.63M
AVPT
Ave Point, Inc.

Technology
6.33K
+ 17.04%
$11.54 - $18.89 $73K - $120K
43.5K $717K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
2K
+ 40.04%
$97.09 - $120.01 $194K - $240K
6.98K $754K
WWW
Wolverine World Wide Inc

Consumer Cyclical
12.3K
New
$15.36 - $24.25 $189K - $298K
12.3K $272K
MTZ
Mastec Inc

Industrials
42
+ 0.21%
$119.94 - $147.94 $5.04K - $6.21K
19.8K $2.69M
PRU
Prudential Financial Inc

Financial Services
2.22K
New
$114.59 - $129.52 $254K - $287K
2.22K $262K
VFH
Vanguard Financial ETF

ETFs
2.11K
New
$108.87 - $126.2 $230K - $266K
2.11K $249K
VERX
Vertex, Inc.

Technology
324
+ 2.19%
$39.21 - $56.92 $12.7K - $18.4K
15.1K $805K
IEFA
Ishares Tr

ETFs
3.3K
New
$70.06 - $77.43 $231K - $256K
3.3K $232K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.61K
+ 22.21%
$53.94 - $58.15 $195K - $210K
19.9K $1.12M
TSLA
Tesla, Inc.

Consumer Cyclical
1
+ 0.06%
$213.65 - $479.86 $214 - $480
1.56K $628K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.28K
New
$65.67 - $69.79 $216K - $229K
3.28K $220K
AVGO
Broadcom Inc.

Technology
101
+ 3.09%
$159.67 - $250.0 $16.1K - $25.3K
3.37K $781K
IGM
Ishares Expanded Tech Sector E

ETFs
30
+ 0.09%
$94.19 - $106.95 $2.83K - $3.21K
34.4K $3.51M
OKE
Oneok Inc

Energy
38
+ 0.17%
$92.28 - $117.05 $3.51K - $4.45K
22.1K $2.22M
GLW
Corning Inc

Technology
4.35K
New
$44.11 - $49.76 $192K - $216K
4.35K $206K
COHU
Cohu Inc

Technology
7.69K
New
$24.42 - $28.57 $188K - $220K
7.69K $205K
LRN
Stride, Inc.

Consumer Defensive
1.98K
New
$64.04 - $110.79 $126K - $219K
1.98K $205K
DLR
Digital Realty Trust, Inc.

Real Estate
1.14K
New
$156.46 - $195.69 $178K - $222K
1.14K $201K
USFD
Us Foods Holding Corp.

Consumer Defensive
2.42K
+ 39.52%
$60.65 - $72.33 $147K - $175K
8.56K $577K
Activity Summary
Buys All Purchases 179 New Holdings 26 Increased Positions 153 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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