Sheets Smith Wealth Management Portfolio Holdings
Sheets Smith Wealth Management
- $807 Million
- Q3 2024
Sheets Smith Wealth Management has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $807 Million distributed in 374 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 $31.3M, Ishares Core S&P 500 ETF with a value of $31.1M, Coca Cola CO with a value of $23.8M, Schwab Strategic Tr Us Large C with a value of $18.3M, and Alphabet Inc. with a value of $17.9M.
Examining the 13F form we can see an decrease of $21M in the current position value, from $828M to 807M.
Below you can find more details about Sheets Smith Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$807 Million
ETFs: $344 Million
Consumer Cyclical: $92.1 Million
Technology: $73 Million
Healthcare: $64.6 Million
Consumer Defensive: $46.4 Million
Financial Services: $45.5 Million
Industrials: $44 Million
Communication Services: $27.8 Million
Other: $66.9 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 374
- Current Value $807 Million
- Prior Value $828 Million
- Filing
- Period Q3 2024
- Filing Date November 01, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 23 stocks
- Additional Purchases 84 stocks
- Sold out of 0 stocks
- Reduced holdings in 196 stocks