Sheets Smith Wealth Management Incresed Positions in Q3 2024

Sheets Smith Wealth Management

  • $807 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
4.27K
+ 48.57%
$772.14 - $960.02 $3.3M - $4.1M
13.1K $11.6M
KO
Coca Cola CO

Consumer Defensive
1
+ 0.0%
$62.69 - $73.01 $62.7 - $73
331K $23.8M
SPIB
Spdr Portfolio Intermediate Te

ETFs
57.9K
+ 30.31%
$32.36 - $33.78 $1.87M - $1.96M
249K $8.4M
GBIL
Goldman Sachs Access Treasury

ETFs
18.5K
+ 35.82%
$99.7 - $100.3 $1.85M - $1.86M
70.2K $7.04M
AMGN
Amgen Inc

Healthcare
4.75K
+ 29.75%
$309.38 - $337.38 $1.47M - $1.6M
20.7K $6.67M
TSCO
Tractor Supply CO

Consumer Cyclical
100
+ 0.2%
$251.95 - $290.93 $25.2K - $29.1K
49.8K $14.5M
ECL
Ecolab Inc.

Basic Materials
93
+ 0.2%
$228.86 - $255.76 $21.3K - $23.8K
46.4K $11.8M
GWW
W.W. Grainger, Inc.

Industrials
7
+ 0.12%
$896.19 - $1044.18 $6.27K - $7.31K
5.7K $5.92M
UNH
Unitedhealth Group Inc

Healthcare
452
+ 9.15%
$488.01 - $604.18 $221K - $273K
5.39K $3.15M
SPG
Simon Property Group Inc

Real Estate
2
+ 0.01%
$146.09 - $170.11 $292 - $340
32.3K $5.47M
PFF
Ishares Trust Ishares Pfd And

ETFs
14.9K
+ 120.98%
$31.18 - $33.5 $464K - $498K
27.2K $902K
EXLS
Exl Service Holdings, Inc.

Technology
10.9K
+ 77.78%
$31.2 - $38.15 $340K - $415K
24.9K $948K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
53.1K
+ 361.77%
$8.59 - $9.07 $456K - $481K
67.7K $612K
FTNT
Fortinet, Inc.

Technology
5.31K
+ 156.86%
$55.39 - $77.55 $294K - $412K
8.7K $674K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
1.94K
+ 2.31%
$40.6 - $45.07 $78.8K - $87.4K
85.8K $3.87M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.0%
$57.32 - $62.65 $57.3 - $62.7
107K $6.68M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
6.69K
+ 118.1%
$48.87 - $54.0 $327K - $361K
12.4K $667K
GLD
Spdr Gold Trust

ETFs
6
+ 0.06%
$215.56 - $246.98 $1.29K - $1.48K
10.5K $2.56M
VTV
Vanguard Value ETF

ETFs
61
+ 0.33%
$159.75 - $174.57 $9.74K - $10.6K
18.7K $3.26M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.71K
+ 7.93%
$96.25 - $101.98 $165K - $174K
23.3K $2.36M
USFR
Wisdomtree Floating Rate Treas

ETFs
5.21K
+ 87.54%
$50.2 - $50.48 $261K - $263K
11.2K $560K
KAI
Kadant Inc

Industrials
401
+ 22.67%
$290.3 - $356.64 $116K - $143K
2.17K $733K
AVPT
Ave Point, Inc.

Technology
14.6K
+ 64.84%
$9.7 - $11.98 $142K - $175K
37.2K $437K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
784
+ 1.26%
$36.98 - $41.55 $29K - $32.6K
63.1K $2.59M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.34K
+ 25.81%
$49.7 - $56.11 $166K - $187K
16.3K $893K
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 0.11%
$801.83 - $917.05 $4.01K - $4.59K
4.7K $4.16M
VTI
Vanguard Total Stock Market Et

ETFs
263
+ 4.46%
$255.18 - $283.2 $67.1K - $74.5K
6.16K $1.74M
NEE
Nextera Energy Inc

Utilities
650
+ 9.86%
$69.9 - $84.97 $45.4K - $55.2K
7.25K $612K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
1.35K
+ 7.74%
$98.97 - $99.59 $134K - $134K
18.8K $1.87M
LQD
Ishares Iboxx $ Investment Gra

ETFs
386
+ 2.46%
$106.11 - $113.72 $41K - $43.9K
16.1K $1.82M
IAU
Ishares Gold Trust

ETFs
684
+ 3.9%
$44.06 - $50.5 $30.1K - $34.5K
18.2K $905K
HSY
Hershey CO

Consumer Defensive
597
+ 29.6%
$182.45 - $203.25 $109K - $121K
2.61K $501K
OEF
Ishares S&P 100 ETF

ETFs
433
+ 14.61%
$266.03 - $266.03 $115K - $115K
3.4K $903K
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.03%
$99.55 - $123.34 $199 - $247
5.74K $695K
SSB
South State Corp

Financial Services
2
+ 0.04%
$75.47 - $101.63 $151 - $203
5.7K $553K
ASIX
Advan Six Inc.

Basic Materials
5
+ 0.03%
$20.9 - $30.57 $105 - $153
15.2K $461K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.66K
+ 8.5%
$47.18 - $48.74 $78.1K - $80.7K
21.1K $1.03M
DVY
Ishares Tr

ETFs
10
+ 0.14%
$119.99 - $135.74 $1.2K - $1.36K
7.33K $990K
PNFP
Pinnacle Financial Partners Inc

Financial Services
1
+ 0.02%
$76.97 - $100.56 $77 - $101
5.5K $538K
UNP
Union Pacific Corp

Industrials
4
+ 0.09%
$221.78 - $256.09 $887 - $1.02K
4.33K $1.07M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
139
+ 0.8%
$36.02 - $41.68 $5.01K - $5.79K
17.4K $719K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1K
+ 17.24%
$50.85 - $53.88 $50.9K - $53.9K
6.8K $365K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
20
+ 0.18%
$94.31 - $103.26 $1.89K - $2.07K
11.3K $1.16M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
216
+ 0.3%
$23.04 - $24.06 $4.98K - $5.2K
73.4K $1.77M
CADE
Cadence Bank

Financial Services
10
+ 0.06%
$27.64 - $33.58 $276 - $336
16K $508K
AVGO
Broadcom Inc.

Technology
2.96K
+ 932.18%
$136.27 - $1745.86 $403K - $5.16M
3.27K $564K
VNQ
Vanguard Specialized Funds Van

ETFs
8
+ 0.23%
$82.97 - $98.97 $664 - $792
3.48K $338K
CHY
Calamos Convertible & High Income Fund

Financial Services
2.09K
+ 8.51%
$11.13 - $12.01 $23.2K - $25K
26.6K $317K
KOS
Kosmos Energy Ltd.

Energy
25.3K
+ 64.11%
$3.7 - $5.84 $93.6K - $148K
64.7K $261K
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
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