Sheets Smith Wealth Management Purchases in Q3 2024

Sheets Smith Wealth Management

  • $807 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
4.27K
+ 48.57%
$772.14 - $960.02 $3.3M - $4.1M
13.1K $11.6M
KO
Coca Cola CO

Consumer Defensive
1
+ 0.0%
$62.69 - $73.01 $62.7 - $73
331K $23.8M
SPIB
Spdr Portfolio Intermediate Te

ETFs
57.9K
+ 30.31%
$32.36 - $33.78 $1.87M - $1.96M
249K $8.4M
GBIL
Goldman Sachs Access Treasury

ETFs
18.5K
+ 35.82%
$99.7 - $100.3 $1.85M - $1.86M
70.2K $7.04M
AMGN
Amgen Inc

Healthcare
4.75K
+ 29.75%
$309.38 - $337.38 $1.47M - $1.6M
20.7K $6.67M
DORM
Dorman Products, Inc.

Consumer Cyclical
11.8K
New
$87.27 - $117.5 $1.03M - $1.39M
11.8K $1.33M
TSCO
Tractor Supply CO

Consumer Cyclical
100
+ 0.2%
$251.95 - $290.93 $25.2K - $29.1K
49.8K $14.5M
ECL
Ecolab Inc.

Basic Materials
93
+ 0.2%
$228.86 - $255.76 $21.3K - $23.8K
46.4K $11.8M
GWW
W.W. Grainger, Inc.

Industrials
7
+ 0.12%
$896.19 - $1044.18 $6.27K - $7.31K
5.7K $5.92M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
14.2K
New
$49.93 - $51.15 $708K - $726K
14.2K $725K
SPG
Simon Property Group Inc

Real Estate
2
+ 0.01%
$146.09 - $170.11 $292 - $340
32.3K $5.47M
AVUV
American Centy ETF Tr Avantis

ETFs
5.09K
+ 57.68%
$88.24 - $99.7 $449K - $507K
13.9K $1.33M
ADP
Automatic Data Processing Inc

Industrials
1.93K
New
$233.44 - $279.45 $451K - $540K
1.93K $534K
PFF
Ishares Trust Ishares Pfd And

ETFs
14.9K
+ 120.98%
$31.18 - $33.5 $464K - $498K
27.2K $902K
EXLS
Exl Service Holdings, Inc.

Technology
10.9K
+ 77.78%
$31.2 - $38.15 $340K - $415K
24.9K $948K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
53.1K
+ 361.77%
$8.59 - $9.07 $456K - $481K
67.7K $612K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
4.99K
New
$74.21 - $96.5 $370K - $481K
4.99K $478K
FTNT
Fortinet, Inc.

Technology
5.31K
+ 156.86%
$55.39 - $77.55 $294K - $412K
8.7K $674K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
1.94K
+ 2.31%
$40.6 - $45.07 $78.8K - $87.4K
85.8K $3.87M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.0%
$57.32 - $62.65 $57.3 - $62.7
107K $6.68M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
6.69K
+ 118.1%
$48.87 - $54.0 $327K - $361K
12.4K $667K
USFD
Us Foods Holding Corp.

Consumer Defensive
6.13K
New
$50.06 - $62.82 $307K - $385K
6.13K $377K
TBBK
Bancorp, Inc.

Financial Services
7.03K
New
$37.82 - $54.21 $266K - $381K
7.03K $376K
WTW
Willis Towers Watson PLC

Financial Services
1.26K
New
$257.34 - $294.53 $323K - $370K
1.26K $369K
MCY
Mercury General Corp

Financial Services
5.72K
New
$52.25 - $66.23 $299K - $379K
5.72K $360K
PLTR
Palantir Technologies Inc.

Technology
8.92K
New
$24.09 - $37.95 $215K - $339K
8.92K $331K
AMD
Advanced Micro Devices Inc

Technology
2.02K
New
$128.67 - $183.96 $260K - $371K
2.02K $331K
GLD
Spdr Gold Trust

ETFs
6
+ 0.06%
$215.56 - $246.98 $1.29K - $1.48K
10.5K $2.56M
VTV
Vanguard Value ETF

ETFs
61
+ 0.33%
$159.75 - $174.57 $9.74K - $10.6K
18.7K $3.26M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.71K
+ 7.93%
$96.25 - $101.98 $165K - $174K
23.3K $2.36M
USFR
Wisdomtree Floating Rate Treas

ETFs
5.21K
+ 87.54%
$50.2 - $50.48 $261K - $263K
11.2K $560K
BURL
Burlington Stores, Inc.

Consumer Cyclical
989
New
$233.02 - $278.99 $230K - $276K
989 $260K
PODD
Insulet Corp

Healthcare
999
New
$180.69 - $239.01 $181K - $239K
999 $232K
AXP
American Express CO

Financial Services
846
New
$225.92 - $271.17 $191K - $229K
846 $229K
AMG
Affiliated Managers Group, Inc.

Financial Services
1.23K
New
$154.72 - $185.62 $190K - $228K
1.23K $218K
KAI
Kadant Inc

Industrials
401
+ 22.67%
$290.3 - $356.64 $116K - $143K
2.17K $733K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.26K
New
$58.03 - $65.37 $189K - $213K
3.26K $211K
GS
Goldman Sachs Group Inc

Financial Services
421
New
$459.02 - $510.25 $193K - $215K
421 $208K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
3.74K
New
$51.3 - $59.04 $192K - $221K
3.74K $205K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
6.8K
New
$28.45 - $30.18 $193K - $205K
6.8K $204K
AVPT
Ave Point, Inc.

Technology
14.6K
+ 64.84%
$9.7 - $11.98 $142K - $175K
37.2K $437K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
784
+ 1.26%
$36.98 - $41.55 $29K - $32.6K
63.1K $2.59M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.34K
+ 25.81%
$49.7 - $56.11 $166K - $187K
16.3K $893K
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 0.11%
$801.83 - $917.05 $4.01K - $4.59K
4.7K $4.16M
VTI
Vanguard Total Stock Market Et

ETFs
263
+ 4.46%
$255.18 - $283.2 $67.1K - $74.5K
6.16K $1.74M
NEE
Nextera Energy Inc

Utilities
650
+ 9.86%
$69.9 - $84.97 $45.4K - $55.2K
7.25K $612K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
1.35K
+ 7.74%
$98.97 - $99.59 $134K - $134K
18.8K $1.87M
IAU
Ishares Gold Trust

ETFs
684
+ 3.9%
$44.06 - $50.5 $30.1K - $34.5K
18.2K $905K
LQD
Ishares Iboxx $ Investment Gra

ETFs
386
+ 2.46%
$106.11 - $113.72 $41K - $43.9K
16.1K $1.82M
Activity Summary
Buys All Purchases 107 New Holdings 23 Increased Positions 84 Sells All Sells 196 Reductions 196 Sold out 0 Options Calls 0 Puts 0
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