Sheets Smith Wealth Management Incresed Positions in Q4 2024

Sheets Smith Wealth Management

  • $802 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
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
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
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
MTZ
Mastec Inc

Industrials
42
+ 0.21%
$119.94 - $147.94 $5.04K - $6.21K
19.8K $2.69M
VERX
Vertex, Inc.

Technology
324
+ 2.19%
$39.21 - $56.92 $12.7K - $18.4K
15.1K $805K
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
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
USFD
Us Foods Holding Corp.

Consumer Defensive
2.42K
+ 39.52%
$60.65 - $72.33 $147K - $175K
8.56K $577K
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
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
WFC
Wells Fargo & Company

Financial Services
80
+ 0.78%
$54.98 - $77.35 $4.4K - $6.19K
10.3K $725K
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
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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