Sheets Smith Wealth Management Portfolio Holdings
Sheets Smith Wealth Management
- $802 Million
- Q4 2024
Sheets Smith Wealth Management has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $802 Million distributed in 375 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 $34.3M, Ishares Core S&P 500 ETF with a value of $29.2M, Alphabet Inc. with a value of $21.5M, Amazon Com Inc with a value of $21M, and Coca Cola CO with a value of $20.6M.
Examining the 13F form we can see an decrease of $4.8M in the current position value, from $807M to 802M.
Below you can find more details about Sheets Smith Wealth Management portfolio as well as his latest detailed transactions.
Portfolio value
$802 Million
ETFs: $331 Million
Consumer Cyclical: $98.2 Million
Technology: $83.6 Million
Healthcare: $54.2 Million
Financial Services: $49.3 Million
Industrials: $45.8 Million
Consumer Defensive: $41.9 Million
Communication Services: $32.1 Million
Other: $63.5 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 375
- Current Value $802 Million
- Prior Value $807 Million
- Filing
- Period Q4 2024
- Filing Date January 17, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 26 stocks
- Additional Purchases 153 stocks
- Sold out of 0 stocks
- Reduced holdings in 116 stocks