Sheets Smith Wealth Management Sells in Q4 2024

Sheets Smith Wealth Management

  • $802 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNP
Union Pacific Corp

Industrials
-32
- 0.74%
$223.15 - $249.32 $7.14K - $7.98K
4.29K $978K
VNQ
Vanguard Specialized Funds Van

ETFs
-513
- 14.76%
$87.85 - $98.6 $45.1K - $50.6K
2.96K $263K
SWKS
Skyworks Solutions, Inc.

Technology
-400
- 10.14%
$83.18 - $99.15 $33.3K - $39.7K
3.55K $314K
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
-302
- 6.28%
$115.56 - $130.43 $34.9K - $39.4K
4.51K $520K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-309
- 3.84%
$154.42 - $163.91 $47.7K - $50.6K
7.73K $1.2M
HYBB
Ishares Tr Bb Rated Corporate

ETFs
-1K
- 8.01%
$45.73 - $47.09 $45.7K - $47.1K
11.5K $528K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-1.02K
- 2.22%
$28.6 - $29.27 $29.1K - $29.7K
44.7K $1.28M
SYK
Stryker Corp

Healthcare
-154
- 3.23%
$345.14 - $392.15 $53.2K - $60.4K
4.62K $1.66M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-864
- 3.16%
$42.33 - $43.3 $36.6K - $37.4K
26.5K $1.13M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-493
- 12.46%
$91.94 - $100.02 $45.3K - $49.3K
3.46K $320K
VIG
Vanguard Dividend Appreciation

ETFs
-254
- 1.05%
N/A
24K $4.37M
ACN
Accenture PLC

Technology
-20
- 0.11%
$343.9 - $376.86 $6.88K - $7.54K
18.9K $6.67M
D
Dominion Energy, Inc

Utilities
-260
- 4.18%
$52.63 - $60.92 $13.7K - $15.8K
5.95K $320K
ROLL
Rbc Bearings Inc

Industrials
-148
- 2.76%
N/A
5.22K $1.28M
ACWI
Ishares Msci Acwi ETF

ETFs
-156
- 2.2%
$117.05 - $123.03 $18.3K - $19.2K
6.95K $816K
KOMP
Spdr S&P Kensho New Economies

ETFs
-828
- 9.63%
$48.59 - $54.76 $40.2K - $45.3K
7.77K $394K
USFR
Wisdomtree Floating Rate Treas

ETFs
-568
- 5.09%
$50.23 - $50.46 $28.5K - $28.7K
10.6K $532K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-4
- 0.01%
$51.54 - $52.55 $206 - $210
29.6K $1.53M
VO
Vanguard Mid Cap ETF

ETFs
-115
- 1.02%
$261.5 - $284.63 $30.1K - $32.7K
11.2K $2.95M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-140
- 0.66%
$47.58 - $48.56 $6.66K - $6.8K
21K $1M
VDE
Vanguard Energy ETF

ETFs
-150
- 2.21%
$116.67 - $136.78 $17.5K - $20.5K
6.65K $806K
USB
Us Bancorp \De\

Financial Services
-806
- 12.31%
$43.98 - $53.66 $35.4K - $43.2K
5.74K $274K
RY
Royal Bank Of Canada

Financial Services
-60
- 1.67%
$119.72 - $128.02 $7.18K - $7.68K
3.53K $425K
IFRA
Ishares Tr

ETFs
-240
- 1.83%
$45.94 - $51.71 $11K - $12.4K
12.9K $595K
CVX
Chevron Corp

Energy
-53
- 1.14%
$141.15 - $162.53 $7.48K - $8.61K
4.59K $664K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-22
- 0.41%
$71.75 - $75.11 $1.58K - $1.65K
5.36K $385K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.96K
- 2.22%
$66.77 - $71.52 $197K - $211K
130K $8.97M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-23
- 0.14%
$29.77 - $30.19 $685 - $694
16.5K $494K
SGOL
Abrdn Gold ETF Trust

ETFs
-40
- 0.06%
$24.46 - $26.62 $978 - $1.06K
65.3K $1.64M
COST
Costco Wholesale Corp

Consumer Defensive
-158
- 3.36%
$873.59 - $994.69 $138K - $157K
4.54K $4.16M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
-39
- 2.26%
$194.9 - $214.12 $7.6K - $8.35K
1.68K $339K
Labcorp Holdings Inc
-240
- 8.65%
N/A
2.54K $0
Bitwise Bitcoin ETF Tr
-1.62K
- 18.44%
N/A
7.18K $0
Oddity Tech LTD
-21.7K
- 51.46%
N/A
20.5K $0
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-13
- 2.76%
$1146.59 - $1270.6 $14.9K - $16.5K
458 $543K
AZO
Autozone Inc

Consumer Cyclical
-2
- 1.07%
$2981.19 - $3370.27 $5.96K - $6.74K
185 $592K
XEL
Xcel Energy Inc

Utilities
-150
- 2.25%
$62.16 - $72.92 $9.32K - $10.9K
6.52K $439K
MA
Mastercard Inc

Financial Services
-150
- 5.99%
$491.3 - $536.15 $73.7K - $80.4K
2.35K $1.24M
TROW
Price T Rowe Group Inc

Financial Services
-60
- 2.45%
$106.48 - $124.69 $6.39K - $7.48K
2.39K $270K
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
-104
- 0.18%
$23.8 - $24.11 $2.48K - $2.51K
58.4K $1.4M
HTZ
Hertz Global Holdings, Inc

Industrials
-800
- 3.04%
$2.78 - $4.92 $2.22K - $3.94K
25.5K $93K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
-1.68K
- 3.41%
$50.52 - $56.61 $85K - $95.3K
47.7K $2.54M
CAH
Cardinal Health Inc

Healthcare
-90
- 2.17%
$107.89 - $125.33 $9.71K - $11.3K
4.06K $479K
EMLP
First Tr Exchange Traded Iv

ETFs
-42
- 0.3%
$33.69 - $38.24 $1.41K - $1.61K
14.2K $505K
SPY
Spdr S&P 500 ETF Trust

ETFs
-26
- 0.69%
$567.81 - $607.81 $14.8K - $15.8K
3.73K $2.19M
CRS
Carpenter Technology Corp

Industrials
-79
- 1.75%
$149.5 - $196.14 $11.8K - $15.5K
4.45K $754K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-164
- 4.13%
$370.24 - $418.94 $60.7K - $68.7K
3.8K $1.53M
IXN
Ishares Global Information Tec

ETFs
-49
- 0.25%
$80.67 - $87.84 $3.95K - $4.3K
19.7K $1.67M
KMI
Kinder Morgan, Inc.

Energy
-645
- 4.11%
$22.59 - $28.54 $14.6K - $18.4K
15K $412K
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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