Sheets Smith Wealth Management Reduced Holdings in Q4 2024

Sheets Smith Wealth Management

  • $802 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GBIL
Goldman Sachs Access Treasury

ETFs
-36.5K
- 52.06%
$99.85 - $100.22 $3.65M - $3.66M
33.6K $3.36M
IVV
Ishares Core S&P 500 ETF

ETFs
-4.46K
- 8.27%
$570.51 - $610.59 $2.55M - $2.73M
49.5K $29.2M
PSA
Public Storage

Real Estate
-15
- 0.05%
$289.33 - $360.21 $4.34K - $5.4K
28.4K $8.5M
AMGN
Amgen Inc

Healthcare
-243
- 1.17%
$258.78 - $328.31 $62.9K - $79.8K
20.4K $5.33M
XOM
Exxon Mobil Corp

Energy
-4.47K
- 5.67%
$105.51 - $125.37 $472K - $560K
74.3K $7.99M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-10.2K
- 63.46%
$106.56 - $113.11 $1.09M - $1.16M
5.88K $628K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-11.1K
- 47.81%
$96.64 - $101.23 $1.08M - $1.13M
12.1K $1.18M
CVS
Cvs Health Corp

Healthcare
-11.6K
- 37.21%
$43.78 - $67.46 $509K - $784K
19.6K $880K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-24.5K
- 9.84%
$32.65 - $33.68 $800K - $825K
225K $7.36M
ECL
Ecolab Inc.

Basic Materials
-25
- 0.05%
$234.32 - $261.43 $5.86K - $6.54K
46.3K $10.9M
VCIT
Vanguard Intermediate Term Cor

ETFs
-7.92K
- 15.43%
$80.13 - $83.77 $635K - $663K
43.4K $3.48M
VTI
Vanguard Total Stock Market Et

ETFs
-2.86K
- 46.44%
$280.04 - $302.45 $801K - $865K
3.3K $956K
VEU
Vanguard Ftse All World Ex Us

ETFs
-10K
- 39.68%
$57.29 - $63.1 $576K - $634K
15.3K $876K
GIS
General Mills Inc

Consumer Defensive
-4.99K
- 12.6%
$62.78 - $74.62 $313K - $372K
34.6K $2.2M
UNH
Unitedhealth Group Inc

Healthcare
-458
- 8.49%
$485.52 - $625.25 $222K - $286K
4.94K $2.5M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-15.5K
- 24.49%
$40.15 - $42.9 $621K - $664K
47.7K $1.92M
TFLO
Ishares Treasury Floating Rate

ETFs
-11.3K
- 58.31%
$50.37 - $50.63 $571K - $574K
8.11K $409K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.13K
- 1.61%
$34.13 - $37.35 $72.7K - $79.6K
130K $4.43M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-11.1K
- 9.57%
$51.94 - $55.55 $576K - $616K
105K $5.58M
MRK
Merck & Co., Inc.

Healthcare
-1.47K
- 6.75%
$96.31 - $114.76 $142K - $169K
20.3K $2.02M
GILD
Gilead Sciences, Inc.

Healthcare
-5.98K
- 45.74%
$83.95 - $97.9 $502K - $585K
7.09K $654K
SUB
Ishares Short Term National Mu

ETFs
-2.77K
- 2.16%
$104.94 - $106.2 $290K - $294K
125K $13.2M
ABBV
Abb Vie Inc.

Healthcare
-217
- 1.43%
$164.99 - $203.87 $35.8K - $44.2K
14.9K $2.66M
JNJ
Johnson & Johnson

Healthcare
-156
- 1.15%
$143.34 - $165.86 $22.4K - $25.9K
13.4K $1.93M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-2.18K
- 9.58%
$80.93 - $85.66 $177K - $187K
20.6K $1.67M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-2.1K
- 11.18%
$99.0 - $99.5 $208K - $209K
16.7K $1.65M
DUK
Duke Energy Corp

Utilities
-53
- 0.19%
$105.76 - $120.76 $5.61K - $6.4K
27.4K $2.96M
OHI
Omega Healthcare Investors Inc

Real Estate
-3.02K
- 9.31%
$37.51 - $42.56 $113K - $128K
29.4K $1.11M
MSFT
Microsoft Corp

Technology
-53
- 0.27%
$406.35 - $454.46 $21.5K - $24.1K
19.7K $8.3M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-4.66K
- 45.13%
$40.82 - $45.39 $190K - $212K
5.67K $235K
CCI
Crown Castle International Corp

Real Estate
-165
- 2.64%
$89.78 - $119.11 $14.8K - $19.7K
6.09K $552K
NEOG
Neogen Corp

Healthcare
-2.82K
- 9.15%
$11.64 - $16.4 $32.8K - $46.2K
28K $339K
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
-4.71K
- 30.53%
$30.58 - $33.39 $144K - $157K
10.7K $335K
EL
Estee Lauder Companies Inc

Consumer Defensive
-900
- 23.58%
$62.74 - $97.24 $56.5K - $87.5K
2.92K $218K
WAT
Waters Corp

Healthcare
-500
- 22.44%
$323.11 - $392.01 $162K - $196K
1.73K $641K
MBB
Ishares Tr

ETFs
-281
- 0.9%
$91.26 - $95.82 $25.6K - $26.9K
31.1K $2.85M
PFE
Pfizer Inc

Healthcare
-532
- 0.99%
$24.8 - $30.19 $13.2K - $16.1K
53.4K $1.42M
SBUX
Starbucks Corp

Consumer Cyclical
-984
- 14.08%
$87.44 - $102.5 $86K - $101K
6.01K $547K
VGT
Vanguard Information Technolog

ETFs
-270
- 28.36%
$571.78 - $647.97 $154K - $175K
682 $424K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-492
- 1.19%
$113.92 - $127.38 $56K - $62.7K
40.8K $4.7M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-63
- 0.13%
$43.84 - $48.76 $2.76K - $3.07K
49.8K $2.19M
IRM
Iron Mountain Inc

Real Estate
-355
- 5.54%
$101.62 - $128.14 $36.1K - $45.5K
6.06K $636K
ADI
Analog Devices Inc

Technology
-100
- 1.81%
$206.35 - $236.48 $20.6K - $23.6K
5.44K $1.16M
VTV
Vanguard Value ETF

ETFs
-32
- 0.17%
$168.32 - $181.87 $5.39K - $5.82K
18.7K $3.16M
BVS
Bioventus Inc.

Healthcare
-1.15K
- 1.84%
$10.5 - $13.71 $12.1K - $15.8K
61.4K $644K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.12K
- 6.44%
$38.37 - $42.82 $43K - $48K
16.3K $625K
XLV
Select Sector Spdr Fund Health

ETFs
-277
- 8.41%
$136.28 - $154.74 $37.7K - $42.9K
3.02K $414K
EFG
Msci Eafe Growth ETF

ETFs
-341
- 6.29%
$96.83 - $106.88 $33K - $36.4K
5.08K $492K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-233
- 0.28%
$17.21 - $18.41 $4.01K - $4.29K
82.3K $1.42M
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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