Sheets Smith Wealth Management Portfolio Holdings
Sheets Smith Wealth Management
- $789 Million
- Q1 2025
Sheets Smith Wealth Management has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $789 Million distributed in 356 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $34.4M, Ishares Core S&P 500 ETF with a value of $32.3M, Coca Cola CO with a value of $23.7M, Visa Inc. with a value of $19.6M, and Alphabet Inc. with a value of $19.1M.
Examining the 13F form we can see an decrease of $12.8M in the current position value, from $802M to 789M.
Below you can find more details about Sheets Smith Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$789 Million
ETFs: $341 Million
Consumer Cyclical: $91.5 Million
Technology: $64.8 Million
Healthcare: $56.1 Million
Financial Services: $53.8 Million
Consumer Defensive: $44.5 Million
Industrials: $43.2 Million
Communication Services: $28.3 Million
Other: $65 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 356
- Current Value $789 Million
- Prior Value $802 Million
- Filing
- Period Q1 2025
- Filing Date April 23, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 20 stocks
- Additional Purchases 130 stocks
- Sold out of 0 stocks
- Reduced holdings in 132 stocks