Sheets Smith Wealth Management Sells in Q3 2024

Sheets Smith Wealth Management

  • $807 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-32.2K
- 35.18%
$475.2 - $527.7 $15.3M - $17M
59.3K $31.3M
PEP
Pepsico Inc

Consumer Defensive
-57.7K
- 50.27%
$161.9 - $179.3 $9.34M - $10.3M
57.1K $9.7M
CVS
Cvs Health Corp

Healthcare
-76.3K
- 70.95%
$55.81 - $63.18 $4.26M - $4.82M
31.2K $1.96M
PAYX
Paychex Inc

Industrials
-25.1K
- 50.44%
$116.17 - $135.19 $2.91M - $3.39M
24.6K $3.31M
UPS
United Parcel Service Inc

Industrials
-16.6K
- 90.08%
$123.32 - $147.38 $2.05M - $2.45M
1.83K $249K
OKE
Oneok Inc

Energy
-29.8K
- 57.4%
$78.62 - $95.27 $2.34M - $2.84M
22.1K $2.01M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-16.9K
- 30.97%
$162.83 - $179.16 $2.75M - $3.03M
37.6K $6.74M
GOOG
Alphabet Inc.

Communication Services
-1.43K
- 1.31%
$149.54 - $192.66 $214K - $275K
107K $17.9M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.87K
- 4.88%
$161.02 - $200.0 $784K - $973K
94.9K $17.7M
AAPL
Apple Inc.

Technology
-11.7K
- 17.99%
$207.23 - $234.82 $2.42M - $2.74M
53.3K $12.4M
EL
Estee Lauder Companies Inc

Consumer Defensive
-9K
- 70.22%
$84.18 - $106.5 $758K - $959K
3.82K $380K
GOOGL
Alphabet Inc.

Communication Services
-4.08K
- 22.19%
$148.65 - $191.18 $607K - $780K
14.3K $2.37M
MCHP
Microchip Technology Inc

Technology
-150
- 0.18%
$72.0 - $95.98 $10.8K - $14.4K
82.7K $6.64M
NVDA
Nvidia Corp

Technology
-5.87K
- 6.53%
$98.91 - $134.91 $581K - $792K
84.1K $10.2M
MSFT
Microsoft Corp

Technology
-1.25K
- 5.97%
$395.15 - $467.56 $496K - $586K
19.7K $8.49M
VHT
Vanguard Health Care ETF

ETFs
-3.05K
- 36.72%
$261.88 - $288.1 $798K - $878K
5.25K $1.48M
VDC
Vanguard Consumer Staples ETF

ETFs
-3.66K
- 75.33%
$201.77 - $221.32 $739K - $811K
1.2K $262K
VIS
Vanguard Industrial ETF

ETFs
-4.02K
- 29.06%
$232.12 - $260.07 $934K - $1.05M
9.82K $2.55M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-13.5K
- 31.33%
$51.02 - $52.74 $688K - $711K
29.6K $1.56M
MEDP
Medpace Holdings, Inc.

Healthcare
-875
- 22.33%
$320.58 - $457.29 $281K - $400K
3.04K $1.02M
INTU
Intuit Inc

Technology
-25
- 0.16%
$602.97 - $670.49 $15.1K - $16.8K
16K $9.92M
SIVR
Abrdn Silver ETF Trust

ETFs
-21K
- 60.67%
$25.48 - $30.77 $535K - $646K
13.6K $405K
VDE
Vanguard Energy ETF

ETFs
-3.99K
- 36.99%
$117.44 - $131.06 $468K - $523K
6.8K $832K
SUB
Ishares Short Term National Mu

ETFs
-6.3K
- 4.69%
$104.3 - $106.3 $657K - $669K
128K $13.6M
DGRO
Ishares Core Dividend Growth E

ETFs
-12.5K
- 18.92%
$57.47 - $62.76 $721K - $787K
53.8K $3.37M
ITA
Ishares Tr

ETFs
-4.52K
- 31.82%
$131.58 - $149.64 $595K - $676K
9.69K $1.45M
RY
Royal Bank Of Canada

Financial Services
-4.52K
- 55.72%
$105.65 - $124.73 $477K - $564K
3.59K $447K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-12.8K
- 9.96%
$47.54 - $52.58 $609K - $673K
116K $6.09M
EPD
Enterprise Products Partners L.P.

Energy
-12.4K
- 5.08%
$27.88 - $30.0 $346K - $373K
232K $6.76M
DIS
Walt Disney CO

Communication Services
-2.89K
- 19.69%
$85.6 - $98.61 $247K - $285K
11.8K $1.13M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-10.4K
- 17.21%
$42.22 - $48.62 $437K - $503K
49.8K $2.32M
MYRG
Myr Group Inc.

Industrials
-3
- 0.04%
$88.59 - $150.09 $266 - $450
8.5K $868K
GILD
Gilead Sciences, Inc.

Healthcare
-6.93K
- 34.66%
$66.59 - $83.99 $462K - $582K
13.1K $1.1M
VO
Vanguard Mid Cap ETF

ETFs
-2.14K
- 15.91%
$237.84 - $263.83 $508K - $563K
11.3K $2.98M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-5.55K
- 11.87%
$50.25 - $50.74 $279K - $281K
41.2K $2.09M
MRK
Merck & Co., Inc.

Healthcare
-126
- 0.57%
$111.15 - $128.97 $14K - $16.3K
21.8K $2.48M
BX
Blackstone Inc.

Financial Services
-3.62K
- 33.72%
$120.77 - $159.66 $437K - $578K
7.11K $1.09M
VCIT
Vanguard Intermediate Term Cor

ETFs
-5.41K
- 9.54%
$79.29 - $84.02 $429K - $455K
51.3K $4.3M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-6.42K
- 13.28%
$50.43 - $55.76 $324K - $358K
41.9K $2.34M
PM
Philip Morris International Inc.

Consumer Defensive
-2.47K
- 56.41%
$101.25 - $127.45 $250K - $315K
1.91K $231K
PG
Procter & Gamble CO

Consumer Defensive
-1.2K
- 23.22%
$160.76 - $177.82 $193K - $213K
3.97K $687K
PULS
Pgim ETF Tr

ETFs
-3.42K
- 4.24%
$49.47 - $49.8 $169K - $170K
77.2K $3.84M
PANW
Palo Alto Networks Inc

Technology
-504
- 14.39%
$294.18 - $368.01 $148K - $185K
3K $1.02M
KEX
Kirby Corp

Industrials
-1.34K
- 33.07%
$107.57 - $129.59 $145K - $174K
2.72K $332K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-2.1K
- 40.0%
$77.23 - $87.97 $162K - $185K
3.15K $273K
NFLX
Netflix Inc

Communication Services
-229
- 23.61%
$598.55 - $722.26 $137K - $165K
741 $525K
SAIA
Saia Inc

Industrials
-34
- 1.4%
$367.6 - $509.42 $12.5K - $17.3K
2.39K $1.04M
SPY
Spdr S&P 500 ETF Trust

ETFs
-385
- 9.3%
$517.38 - $573.86 $199K - $221K
3.76K $2.16M
AMAT
Applied Materials Inc

Technology
-159
- 8.26%
$174.88 - $254.97 $27.8K - $40.5K
1.77K $357K
Activity Summary
Buys All Purchases 107 New Holdings 23 Increased Positions 84 Sells All Sells 196 Reductions 196 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Sheets Smith Wealth Management Portfolio

Follow Sheets Smith Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email