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
CWST
Casella Waste Systems Inc

Industrials
84
+ 3.26%
$97.5 - $113.93 $8.19K - $9.57K
2.66K $281K
CLOI
Vaneck ETF Tr

ETFs
500
+ 12.5%
$52.7 - $53.15 $26.4K - $26.6K
4.5K $237K
AVUV
American Centy ETF Tr Avantis

ETFs
169
+ 1.22%
$94.37 - $106.41 $15.9K - $18K
14.1K $1.36M
AXP
American Express CO

Financial Services
2
+ 0.24%
$267.35 - $305.57 $535 - $611
848 $251K
SCHA
Schwab Strategic Tr Us Small C

ETFs
22.9K
+ 102.01%
$25.33 - $51.16 $580K - $1.17M
45.3K $1.17M
KEYS
Keysight Technologies, Inc.

Technology
50
+ 0.99%
$149.01 - $172.53 $7.45K - $8.63K
5.1K $819K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
900
+ 13.24%
$28.56 - $30.02 $25.7K - $27K
7.7K $220K
TFC
Truist Financial Corp

Financial Services
10
+ 0.06%
$41.51 - $48.1 $415 - $481
18.1K $783K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
45.9K
+ 201.53%
$27.54 - $83.04 $1.26M - $3.81M
68.7K $1.9M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
105
+ 3.33%
$84.34 - $95.14 $8.86K - $9.99K
3.26K $284K
CHY
Calamos Convertible & High Income Fund

Financial Services
84
+ 0.32%
$11.79 - $12.56 $990 - $1.06K
26.7K $323K
PANW
Palo Alto Networks Inc

Technology
2.66K
+ 88.59%
$181.96 - $405.9 $483K - $1.08M
5.65K $1.03M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
539
+ 1.65%
$28.25 - $28.72 $15.2K - $15.5K
33.1K $939K
COP
Conocophillips

Energy
239
+ 6.69%
$95.12 - $114.72 $22.7K - $27.4K
3.81K $377K
TGT
Target Corp

Consumer Defensive
250
+ 15.74%
$121.59 - $160.69 $30.4K - $40.2K
1.84K $248K
Blackrock ETF Trust
3.89K
+ 27.31%
N/A
18.1K $0
DXJS
Wisdomtree Tr Japan Smallcap H
139
+ 1.05%
N/A
13.4K $0
Atlanta Braves Hldgs Inc
700
+ 3.84%
N/A
18.9K $0
Ge Vernova Inc
2.03K
New
N/A
2.03K $0
Vaneck ETF Trust
3
+ 0.02%
N/A
13.1K $0
STEL
Stellar Bancorp Inc
507
+ 3.54%
N/A
14.8K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
3.11K
+ 52.85%
N/A
8.98K $0
Blackrock Inc
3.61K
New
N/A
3.61K $0
Coherent Corp
45
+ 0.18%
N/A
24.9K $0
Roadzen Inc
440K
New
N/A
440K $0
Qxo Inc
17.1K
New
N/A
17.1K $0
Atlassian Corporation
2.9K
New
N/A
2.9K $0
Kodiak Gas Svcs Inc
13.8K
New
N/A
13.8K $0
PM
Philip Morris International Inc.

Consumer Defensive
11
+ 0.58%
$118.38 - $133.06 $1.3K - $1.46K
1.92K $231K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.0%
$61.68 - $67.87 $61.7 - $67.9
107K $6.68M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
13
+ 0.37%
$77.23 - $82.11 $1K - $1.07K
3.57K $277K
ABT
Abbott Laboratories

Healthcare
5
+ 0.17%
$111.93 - $119.39 $560 - $597
3K $338K
PFFA
Etfis Ser Tr I

ETFs
3.65K
+ 4.13%
$21.82 - $23.21 $79.7K - $84.7K
92.1K $2.02M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
202
+ 0.64%
$18.41 - $18.97 $3.72K - $3.83K
31.7K $585K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
136
+ 0.49%
$40.97 - $42.66 $5.57K - $5.8K
27.7K $1.14M
ASIX
Advan Six Inc.

Basic Materials
569
+ 3.74%
$27.85 - $32.87 $15.8K - $18.7K
15.8K $449K
PG
Procter & Gamble CO

Consumer Defensive
51
+ 1.28%
$161.05 - $179.7 $8.21K - $9.16K
4.02K $673K
AIR
Aar Corp

Industrials
220
+ 3.24%
$58.4 - $70.82 $12.8K - $15.6K
7.02K $429K
SCHP
Schwab Strategic Us Tips ETF

ETFs
8.03K
+ 100.0%
$25.74 - $53.78 $207K - $432K
16.1K $414K
HD
Home Depot, Inc.

Consumer Cyclical
481
+ 3.79%
$385.02 - $431.37 $185K - $207K
13.2K $5.13M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
63
+ 1.4%
$55.45 - $61.08 $3.49K - $3.85K
4.56K $252K
ADUS
Addus Home Care Corp

Healthcare
218
+ 3.21%
$118.27 - $133.01 $25.8K - $29K
7.01K $878K
LOW
Lowes Companies Inc

Consumer Cyclical
751
+ 8.55%
$244.52 - $284.07 $184K - $213K
9.54K $2.35M
DVY
Ishares Tr

ETFs
8
+ 0.11%
$129.55 - $143.41 $1.04K - $1.15K
7.34K $963K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
361
+ 2.49%
$26.63 - $30.23 $9.61K - $10.9K
14.9K $395K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
159
+ 1.41%
$98.47 - $109.35 $15.7K - $17.4K
11.5K $1.13M
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.03%
$114.45 - $127.21 $229 - $254
5.74K $664K
KOS
Kosmos Energy Ltd.

Energy
2.44K
+ 3.77%
$2.71 - $4.52 $6.61K - $11K
67.2K $229K
ENSG
Ensign Group, Inc

Healthcare
178
+ 3.33%
$132.78 - $156.91 $23.6K - $27.9K
5.52K $733K
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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