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
WTW
Willis Towers Watson PLC

Financial Services
535
+ 42.63%
$287.99 - $332.53 $154K - $178K
1.79K $557K
DIS
Walt Disney CO

Communication Services
55
+ 0.47%
$92.39 - $117.6 $5.08K - $6.47K
11.8K $1.32M
ADP
Automatic Data Processing Inc

Industrials
520
+ 26.93%
$280.08 - $307.97 $146K - $160K
2.45K $717K
MCY
Mercury General Corp

Financial Services
2.31K
+ 40.43%
$62.82 - $78.96 $145K - $183K
8.03K $533K
BX
Blackstone Inc.

Financial Services
200
+ 2.81%
$148.45 - $199.05 $29.7K - $39.8K
7.31K $1.26M
PRPH
Pro Phase Labs, Inc.

Healthcare
208K
New
$0.61 - $2.47 $127K - $515K
208K $158K
TBBK
Bancorp, Inc.

Financial Services
3K
+ 42.64%
$47.01 - $60.36 $141K - $181K
10K $527K
PAYX
Paychex Inc

Industrials
1
+ 0.0%
$135.86 - $148.73 $136 - $149
24.6K $3.45M
CYBR
Cyber Ark Software Ltd.

Technology
85
+ 2.95%
$274.1 - $333.15 $23.3K - $28.3K
2.96K $986K
VV
Vanguard Large Cap ETF

ETFs
271
+ 2.34%
$260.27 - $280.65 $70.5K - $76.1K
11.9K $3.2M
HQY
Healthequity, Inc.

Healthcare
273
+ 3.55%
$78.18 - $104.65 $21.3K - $28.6K
7.97K $764K
OSW
Onespaworld Holdings LTD

Consumer Cyclical
1.05K
+ 3.29%
$16.15 - $20.36 $17K - $21.4K
33K $655K
BURL
Burlington Stores, Inc.

Consumer Cyclical
372
+ 37.61%
$242.7 - $295.49 $90.3K - $110K
1.36K $387K
PODD
Insulet Corp

Healthcare
372
+ 37.24%
$227.79 - $275.7 $84.7K - $103K
1.37K $357K
AIT
Applied Industrial Technologies Inc

Industrials
155
+ 3.16%
$220.05 - $280.49 $34.1K - $43.5K
5.07K $1.21M
PNFP
Pinnacle Financial Partners Inc

Financial Services
171
+ 3.11%
$92.95 - $129.87 $15.9K - $22.2K
5.67K $648K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
217
+ 3.23%
$87.56 - $119.8 $19K - $26K
6.94K $761K
SNEX
Stone X Group Inc.

Financial Services
227
+ 4.31%
$80.62 - $104.76 $18.3K - $23.8K
5.5K $538K
BDN
Brandywine Realty Trust

Real Estate
17.9K
+ 54.65%
$5.07 - $6.53 $90.5K - $117K
50.5K $282K
SFST
Southern First Bancshares Inc

Financial Services
490
+ 3.33%
$33.26 - $44.86 $16.3K - $22K
15.2K $603K
AEIS
Advanced Energy Industries Inc

Industrials
230
+ 3.33%
$101.71 - $122.72 $23.4K - $28.2K
7.13K $824K
EEFT
Euronet Worldwide, Inc.

Technology
606
+ 6.68%
$96.0 - $106.61 $58.2K - $64.6K
9.68K $995K
CRM
Salesforce, Inc.

Technology
50
+ 3.89%
$270.87 - $367.87 $13.5K - $18.4K
1.33K $445K
CVCO
Cavco Industries Inc.

Consumer Cyclical
69
+ 3.42%
$409.8 - $533.17 $28.3K - $36.8K
2.08K $929K
CADE
Cadence Bank

Financial Services
719
+ 4.5%
$30.54 - $39.29 $22K - $28.2K
16.7K $575K
PULS
Pgim ETF Tr

ETFs
1.68K
+ 2.18%
$49.51 - $49.79 $83.4K - $83.8K
78.9K $3.91M
BAC
Bank Of America Corp

Financial Services
124
+ 0.89%
$39.22 - $47.77 $4.86K - $5.92K
14.1K $618K
UPS
United Parcel Service Inc

Industrials
602
+ 32.93%
$122.65 - $138.35 $73.8K - $83.3K
2.43K $306K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
288
+ 1.38%
$24.92 - $32.79 $7.18K - $9.44K
21.1K $581K
RNST
Renasant Corp

Financial Services
438
+ 3.64%
$31.36 - $38.62 $13.7K - $16.9K
12.5K $445K
SAIA
Saia Inc

Industrials
20
+ 0.84%
$411.44 - $569.08 $8.23K - $11.4K
2.41K $1.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.33K
+ 3.24%
$50.37 - $50.6 $67.2K - $67.5K
42.5K $2.14M
FNDX
Schwab Fundamental U S Large C

ETFs
29K
+ 219.46%
$23.49 - $71.77 $681K - $2.08M
42.2K $999K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.28K
+ 3.06%
$50.35 - $50.69 $64.3K - $64.7K
43K $2.17M
DBJP
Xtrackers Msci Japan Hedged Eq

ETFs
385
+ 8.41%
$71.15 - $76.55 $27.4K - $29.5K
4.96K $375K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
810
+ 6.47%
$60.51 - $65.57 $49K - $53.1K
13.3K $810K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.18K
+ 17.31%
$51.33 - $53.74 $60.4K - $63.3K
7.98K $410K
META
Meta Platforms, Inc.

Communication Services
12
+ 0.55%
$554.08 - $632.68 $6.65K - $7.59K
2.21K $1.3M
PYPL
Pay Pal Holdings, Inc.

Financial Services
20
+ 0.39%
$77.25 - $91.3 $1.55K - $1.83K
5.16K $440K
KAI
Kadant Inc

Industrials
69
+ 3.18%
$316.45 - $422.93 $21.8K - $29.2K
2.24K $772K
SSB
South State Corp

Financial Services
232
+ 4.07%
$94.05 - $111.93 $21.8K - $26K
5.93K $589K
ALL
Allstate Corp

Financial Services
124
+ 3.25%
$181.25 - $208.2 $22.5K - $25.8K
3.94K $759K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
255K
+ 194.14%
$22.01 - $66.82 $5.61M - $17M
386K $8.77M
NTIC
Northern Technologies International Corp

Basic Materials
1.06K
+ 2.37%
$11.8 - $14.42 $12.6K - $15.3K
46K $583K
ITA
Ishares Tr

ETFs
500
+ 5.16%
$144.31 - $157.31 $72.2K - $78.7K
10.2K $1.48M
MEDP
Medpace Holdings, Inc.

Healthcare
101
+ 3.32%
$308.93 - $363.58 $31.2K - $36.7K
3.15K $1.04M
WCC
Wesco International Inc

Industrials
50
+ 3.6%
$164.11 - $213.19 $8.21K - $10.7K
1.44K $260K
ECPG
Encore Capital Group Inc

Financial Services
416
+ 3.0%
$43.97 - $50.01 $18.3K - $20.8K
14.3K $682K
BMY
Bristol Myers Squibb CO

Healthcare
20
+ 0.39%
$51.92 - $59.94 $1.04K - $1.2K
5.21K $294K
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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