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
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
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
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.28K
+ 3.06%
$50.35 - $50.69 $64.3K - $64.7K
43K $2.17M
FNDX
Schwab Fundamental U S Large C

ETFs
29K
+ 219.46%
$23.49 - $71.77 $681K - $2.08M
42.2K $999K
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
KAI
Kadant Inc

Industrials
69
+ 3.18%
$316.45 - $422.93 $21.8K - $29.2K
2.24K $772K
PYPL
Pay Pal Holdings, Inc.

Financial Services
20
+ 0.39%
$77.25 - $91.3 $1.55K - $1.83K
5.16K $440K
ALL
Allstate Corp

Financial Services
124
+ 3.25%
$181.25 - $208.2 $22.5K - $25.8K
3.94K $759K
SSB
South State Corp

Financial Services
232
+ 4.07%
$94.05 - $111.93 $21.8K - $26K
5.93K $589K
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
ECPG
Encore Capital Group Inc

Financial Services
416
+ 3.0%
$43.97 - $50.01 $18.3K - $20.8K
14.3K $682K
WCC
Wesco International Inc

Industrials
50
+ 3.6%
$164.11 - $213.19 $8.21K - $10.7K
1.44K $260K
BMY
Bristol Myers Squibb CO

Healthcare
20
+ 0.39%
$51.92 - $59.94 $1.04K - $1.2K
5.21K $294K
CLOI
Vaneck ETF Tr

ETFs
500
+ 12.5%
$52.7 - $53.15 $26.4K - $26.6K
4.5K $237K
CWST
Casella Waste Systems Inc

Industrials
84
+ 3.26%
$97.5 - $113.93 $8.19K - $9.57K
2.66K $281K
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
KEYS
Keysight Technologies, Inc.

Technology
50
+ 0.99%
$149.01 - $172.53 $7.45K - $8.63K
5.1K $819K
SCHA
Schwab Strategic Tr Us Small C

ETFs
22.9K
+ 102.01%
$25.33 - $51.16 $580K - $1.17M
45.3K $1.17M
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
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
105
+ 3.33%
$84.34 - $95.14 $8.86K - $9.99K
3.26K $284K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
45.9K
+ 201.53%
$27.54 - $83.04 $1.26M - $3.81M
68.7K $1.9M
INQQ
Exchange Traded Concepts Tr In

ETFs
820
+ 2.95%
$15.6 - $17.3 $12.8K - $14.2K
28.6K $462K
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
DXJS
Wisdomtree Tr Japan Smallcap H
139
+ 1.05%
N/A
13.4K $0
Vaneck ETF Trust
3
+ 0.02%
N/A
13.1K $0
Atlanta Braves Hldgs Inc
700
+ 3.84%
N/A
18.9K $0
PM
Philip Morris International Inc.

Consumer Defensive
11
+ 0.58%
$118.38 - $133.06 $1.3K - $1.46K
1.92K $231K
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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